ItemSetupFAQs

Q.Onceanitemisassignedtoanorganization,isitpossibletoremove
thisassociationatalatertime?
A.Ifyouhaveassignedanitemtoanorganization,itcanonlybe
deletedfromthatorganizationiftheitemhasNOTbeentransacted.If
ithasbeentransactedagainstyoucannotdeletetheitemfromthe
organization.SeetheOracleInventoryUser'sGuide.Youcan,however,
makethestatusoftheitem"inactive"onthemainregionoftheItem
DefineformINVIDITMin'ItemStatus'field.Thiswillpreventusers
fromtransactingagainsttheitemalthoughtheitemwillcontinuetobe
includedinLOV's.

Q.HowdoyousetupUnitofMeasureforanitem?
A.Whentransactinganitem,itwillalwaysdefaulttothedefined
PrimaryUnitofMeasure,soifyouneedtouseanotherUOM,youmust
selectitfromtheListofValueswhenyoutransactit.Thisimplies
thatyouwantthePrimaryUnitofMeasuretobethatwhichisusedmost
oftenandwhichislikelytobethesmallestunitofthattypeofitem.
OnceyouhavesettheprimaryUOMforanitem,itCANNOTbechanged.

Q.HowdoIchangeanitem'slocatorcontrolmethodonceIhave
transactedagainstit,forexamplefromNoControltoPrespecified?

A.Youcannotchangethisattributeifthereisonhandquantityforthe
item.Youmustfirstperformamiscellaneousissueofallquantity.Then
theattributecanbechangedandoncethelocator(s)aresetup,youcan
performamiscellaneousreceipttoreceivethequantitybackintoa
specifiedsubinventory/locator.

Q.HowdoIchangeanitem'sUnitofMeasure?

A.YouCANNOTchangetheUOMforanitemoncetheUOMisassignedtothe
item.Thesuggestedsolutionisasfollows:Iftheitemhasnotbeen
transactedyoucandeletetheitemandthenreadditwiththecorrect
UOM.Iftheitemhasbeentransactedandhasnooutstandingorders,
purchaseordersorWIPjobsyoucandothefollowingifapprovedbyyour
management.

1.Renametheexistingitem'123'to'123BadUOM'andsavetheitem.
Anypriorhistoryforitem'123'willnowbeassociatedwithitem'123
BadUOM'.

2.Addanewitem'123'withthecorrectUOM.

Q.HowdoIdeleteanItemTemplateInolongeruse?

A.SuggestedstepstofollowtodeleteunwantedItemTemplates:
1.NavigateSetup:Items:TemplatesFindItemTemplatesformappears.
2.ClickontheLOV,andselecttheItemTemplatethatistoberemoved.

3.Clickthe[Find]buttonontheFindItemTemplatesform.TheItem
TemplatesSummaryformappears,withtheItemTemplateselected.
4.Clickthe[Open]buttonontheItemTemplatesSummaryform,andthe
ItemTemplatesformappears.
5.Fromthemenu,selectEdit|DeleteRecord,thenselectAction|Save
andProceed.6.ClosetheItemTemplatesSummaryform.Becarefulnotto
deleteItemTemplatesyoumayneedagainastheyarenotretrievable
oncedeleted.

Q.Isthereawaytocreatecustomitemattributes?

A.Nobutyoucancreateanddefinethedescriptiveflexfieldforthis
form.Thiswillallowsyoutoassociateadditionaldatawithanitem
suchasanattribute.SeetheOracleSystemAdministratorsUsersGuide
andtheOracleFlexfieldsManualforinformationoncreatingDescriptive
Flexfields.

Q.WhydoestheapplicationpromptyouforOrganizationwhenyou
entertheMasterItemformfortheveryfirsttimeeventhoughyouhave
onlyoneMasterOrganization.

A.OnceyousetupaMultiOrgenvironmentandyouentertheformforthe
firsttime,thereisthepossibilitytherecanbemorethanoneMaster
Organization.Theapplicationthereforepromptsyouforanorganization
whichisthenusedtodeterminetheMasterOrganizationassociatedwith
it.Inotherwords,youarechoosingtheMasterOrganizationbychoosing
oneoftheOrgsthatbelongstoit.

Q.Howdoyouchangethecontrollevelforitemattributesfrom
masterleveltoorganizationlevelforexample.WhenItrytochange
thisintheAttributeControlForm,Igetthemessage:frm40200:field
protectedagainstupdate.

A.Firstchangevalueofthefieldcalled"status"to"notused".You
shouldthenbeabletochangethecontrolleveloftheattributefrom
masterleveltoorglevel.Makesureandchangetostatusbacktowhat
itwasbeforethechangeandsavetherecord.

Q.HowdoIinactivateanitem?

A.OntheMasterItemForm(Inventory>Items>MasterItems),changethe
itemstatusfieldto"Inactive"oranyanotherdefinedstatuswhich
disablesallattributesthatmakeanitemusable(stockable,shippable,
orderable,etc.).The"Inactivate"statuscomespreseededwiththe
Applicationandisforthispurpose.

Q.WhatcharacterscanIuseinanitemname(includingspecial
characters)?

A0.Theonlyhardfastruleisnottousethecharacterdesignatedin
thesegmentdelimiterfortheSystemItemFlexfield.Also,youwillnot
beabletoenteranycharactersnotallowedbythevaluesetassociate
withtheflexfield.Itisrecommendedthatyouavoidtheuseofanychar
thatcanbeusedasadelimitertoavoidfutureproblems.Itisbestto
notusespecialcharacterslike#@%&ifatallpossibleasthesemay
haveanegativeimpactdowntheroad.Somecharacters,likepercent(%),
underscore(_),andpound(#),havespecialmeaningwhenperforming
queriesbyformasdothequeryoperatorcharacters(=!><).

Q.Canyouchangethecostingenabledandinventoryassetflagson
anitemthathasalreadybeentransactedagainstevenifthereisnoon
handquantitiesfortheitem?

A.Yes,youcanchangetheflags.Ifyouarechangingtheflagsfrom
checkedtouncheckedyouwillreceiveawarningthattheassociatedcost
recordswillbedeletedalertingyouthattheCostofGoodswillnotbe
calculatedanylongerfortransactionsofthisitem.Ineffectwhatyou
aredoingischangingtheitemfromanassetitemtoanexpenseitem.If
youarechangingtheflagsfrombeinguncheckedtocheckedthena
databasetriggerwillfireandcausecostrecordstobeaddedforthis
item.Thereisnowarningthatisgiven.

Q.WhenIcreateanewitem,andchoosetoassigntoAllorgs,the
applicationallowsmetoeventhoughsomeofthoseorganizationsare
restrictedtomyresponsibility.Isthisthewayitissupposedtowork?
IfIassigninanOrganizationbyOrganizationfashion,Iamnotallowed
toassigntotherestrictedorganizations.

A.Thesituationdescribedisstandardfunctionality.Evenifa
responsibilityhaslimitedaccesstoacertainnumberoforganizations,
the"AssigntoAllOrganizations"checkboxwillassigntheitemtoall
orgs,notjusttheoneslimitedtotheuser'sresponsibility.

Q.Howdoyoutellthatanitemisanexpenseitemorassetitem?

A.NavigatetotheOrganizationItemsform:Inventory>Items
>OrganizationItems.Queryuptheiteminquestion.Changetothe
"Costing"alternativeregion.Thevalueofthe"InventoryAssetValue"
flagdeterminesthis.Ifchecked,theitemisanassetitem.

Q.Isthereawaytodeleteordisableanitemrevisiononce
entered?

A.Thereisnowaytodeletearevisionnoristhereawaytodisable
it.Itmustremainthereforhistoricaldata.Thesuggestedworkaround
istocreateanewitem,transferanyQuantityonhandfromtheolditem
tonewitemanddeletetheolditem.Theonlydownsideisyouwilllose
sometransactionhistory.

Q.WhatisProfile?

Aprofileisasetofchangeableoptionsthataffectsthewayyou
applicationrun.AOLestablishesavalueforeachoptioninuser's
profilewhentheuserlogonorchangeresponsibility.usercanchange
thevalueofprofileoptionsatanytime.wedifferenttypesofprofile
levels,theyare
1)site

2)application

3)responsibility

4)userlevels

hereuseristhehighestlevelofthehierarchy,followedby
responsibility,applicationandatlowestlevelsite.Higherlevel
optionvaluesoverridelowerleveloptionvalues.

Q.WhatisMULTIORGFLOW?howmanyorganisationarethereinanoperating
unit?
MultiOrgmeansMultipleOrganisationthatis

1)BusinessGroup(WhichdealtwithHRMSModule)ItistheHigestlevel
intheORGstructure.

2)LegalEntity(DealtwithTaxentities,Govtreportingauthorities)

3)SetofBooks(Dealtwith3C'sthatisChartofAccount,Currencies
andCalender)

4)OperatingUnit(Dealtwith5subledgermodulesbynameAP/AR/GL/PO/OM

5)InventoryOrganisation(DealtwithINV/BOM/WIP/MS_MRP)

YoucanassignanynoofOrganizationunderaOperatinUnit.

Q.ExplainP2Pcycleandtheaccountsthatreffected...

(PtoP)cycle:TherearedifferentstepsinvolvedinPtoPcyclethey
are`

S.No Step DefinedAt

1 Defineitems Inventory
2 Enteriteminformation PurchaseOrder
3 Raiserequisition PurchaseOrder
4 RequestForQuotation(RFQ)raised PurchaseOrder
5 Quotationreceived PurchaseOrder
6 Quoteanalysis PurchaseOrder
7 Raisepurchaseorder PurchaseOrder
8 Receivematerials Inventory
9 Enterinvoice Accountspayable
10 Paymentprocess Accountspayable
11 Transfertogeneralledger Generalledger

Q.Whatissetofbooks?

Setofbooksconsistof3C's.i.e.,
1)ChartofAccounts
2)Currency
3)Calender
TherearetwobasictypeofSetofbooks(SOBs):
PrimarySetofBooks(whichconsistoffunctionalcurency)
SecondarySetofBooks(whichconsistofreportingcurency)

Q.'AutoInvoiceConversion'interface

ARTransactionTypeValidation:CheckiftheTransaction
typeprovidedindatafileisdefinedinARtransaction
types(RA_CUST_TRX_TYPES_ALL)

TransactionBatchSourceValidation:Checkifthesource
providedindatafileisdefinedinARtransactionBatchsource
(RA_BATCH_SOURCES_ALL).

InvoiceCurrencyValidation:Checkifthecurrencyprovidedin
datafileisdefinedinARCurrency(FND_CURRENCIES).

CustomerValidation:CheckiftheBilltoCustomerNumber,
ShiptoCustomerNumber,BilltoCustomLocation,ShiptoCustomer
LocationprovidedinthedatafileisdefinedinAR
Customer(ra_customers).

PrimarySalesRepresentativeValidation:Salesrepresentative
numbertobehardcodeto3forNoSalesCredit.

TermName:CheckiftheTermnameprovidedinthedatafile
isdefinedinPaymentterms(RA_TERMS)

ValidateSalesCreditType:SalesCredittohardcodeto
QuotaSalesCredit

InventoryItemValidation:CheckiftheItemprovidedindata
fileisdefinedinInventoryItems(MTL_SYSTEM_ITEMS).

UnitofMeasurementvalidation:CheckiftheUOMprovidedis
definedinMTL_UNITS_OF_MEASURETable

InvoiceTaxCodeValidation:CheckiftheTaxCodeprovided
indatafileisdefinedinAR_VAT_TAX_ALL_BTable.

InvoiceGLDateValidation:CheckiftheGLDataofprovided
invoicesisinopenperiod.UsedARP_UTIL.IS_GL_DATE_VALIDAPIto
validate.

Q.Howicanapplydiscountonthepurchaseorder,asitdoesnotallow
metoenteranegativeunitprice?

Youcanapplydiscountonthepurchaseorderbydefiningadiscounttype
modifier.

Youcandefinediscountmodifierforthelinelevelandgroupofline.

Q.Whyuse"Catalog"buttonin"PurchaseOrder"
1)Repeatorders.
2)Derivethesourcesourcingrule.
3)EstimatingthePriceagreementdetails.
4)Minimaldataentry.

Q.Differencebetweenthesupplieritemcatalogoptionandcatalogbutton
inpurchaseorder
UsingCatalogbuttonitispossibletouseOrderPad
UsingSupplieritemcatalogoptionisaviewforinformation
Q.OrderToCashCycle
1.Enterorder
2.BookOrder
3.CheckforATP&thenCTP
4.CheckforCTD
5.PerformPickWaveininventoryresponsibilitytoAllocate&Transact
6.PickRelease&ShipConfirm
7.RunBackgroundininventory
8.ImporttheAutoinvoiceMasterPrograminreceivables
9.CollectioninfogoestoCashMgmtforreconciliation
AccountEntriesaremadeinSetofBooksinGL..

Q.DefineSecurityRule&CrossValidationRule?

SecurityRules:

SecurityruledefinesthepermissibleValuesforaSegmentorValueset.
TheserulecanbeSettoapplication,responsibilityorUser.

Advantages:UsercanuseonlythepermittedCodes.

Example
Scenario:Supposeyouraccountsegmentcontains10Values.
andcertainuserneedstobegivenaccesstoonly3accountvalues!!

CrossValidationrules:
CrossvalidationrulesdeterminethevalidCodecombinationtobeused
fortheKeyflexfield.

Advantages
Preventusersfromchoosingthewrongcombination!!

Scenario:Supposeyourcodecombinationisasfollows:
CountryLocationCity
Thevalidcombinationcanbe

UKLondonLondon
USNewyorkNewYork
But,
Itcannotbe
UKNewyorkNewYork!!!

Q.PurchaseOrderMatchApprovals?
Two,Three,andFourwayApproval

Twowayapprovalverifiesthatpurchaseorderandinvoiceinformation
matchwithinyourtolerancesasfollows:

*Quantitybilledonthepurchaseordershipmentislessthanor
equaltoQuantityorderedonthepurchaseordershipment.
*Invoicepriceonthepurchaseordershipmentislessthanorequal
toPurchaseorderpriceonthepurchaseordershipment.

Threewayapprovaladdsathirdcriteriontoverifythatreceiptand
invoiceinformationmatchwiththequantitytolerancesyoudefine:

*Quantitybilledonthepurchaseordershipmentislessthanor
equaltoQuantityreceivedonthepurchaseordershipment.

Fourwayapprovaladdsafourthcriteriontoverifythatacceptance
documentsandinvoiceinformationmatchwithinthequantitytolerances
youdefine:

1.Quantitybilledonthepurchaseordershipmentislessthanor
equaltoQuantityacceptedonthepurchaseordershipment

Q.ExplainDistributionSets?
DistributionSetsinReceivablesrelatetoMiscellaneousReceipts(i.e.
noninvoicereceipts):

"Definedistributionsetstoaccountforyournoninvoicerelated
receipts.Thesereceiptscanincluderefunds,revenuefromthesaleof
stock,aswellasinterestandinvestmentincome.Receiptsthatarenot
relatedtoaninvoiceareknownasmiscellaneousreceiptsin
Receivables.

Distributionsetsarepredefinedgroupsofgeneralledgeraccounting
codesthatdeterminethecreditaccountsforpositivemiscellaneous
receiptamountsandthedebitaccountsfornegativereceiptamounts.
Distributionsetsalsoletyouspeedyourreceivablesaccountingby
reducingtimespentondataentry.Youcanalsousedistributionsetsto
applypercentagesofotherreceiptstodifferentaccounts."

DistributionSetsinPayablescanbeusedfornonPOinvoices:

"YoucanuseaDistributionSettoautomaticallyenterdistributionsfor
aninvoicewhenyouarenotmatchingittoapurchaseorder.For
example,youcancreateforanadvertisingsupplieraDistributionSet
thatallocatesadvertisingexpenseonaninvoicetofouradvertising
departments.

YoucanassignadefaultDistributionSettoasuppliersitesoPayables
willuseitforeveryinvoiceyouenterforthatsuppliersite.Ifyou
donotassignadefaultDistributionSettoasuppliersite,youcan
alwaysassignaDistributionSettoaninvoicewhenyouenterit.

UseFullDistributionSetstocreatedistributionswithsetpercentage
amounts,oruseSkeletonDistributionSetstocreatedistributionswith
nosetdistributionamounts.Forexample,aFullDistributionSetfora
rentinvoiceassigns70%oftheinvoiceamounttotheSalesfacility
expenseaccountand30%totheAdministrationfacilityexpenseaccount.
ASkeletonDistributionSetforthesameinvoicewouldcreateone
distributionfortheSalesfacilityexpenseaccountandone
distributionfortheAdministrationfacilityexpenseaccount,leaving
theamountszero.Youcouldthenenteramountsduringinvoiceentry
dependingonvariablessuchasthatmonthsheadcountforeachgroup."

Q.WhatisGAPanalysis?
ItisaphaseinERPimplementation,wheretheorgtriestofindoutthe
gapsbetweenthecompaniesexistingbusiness,practicesandthose
supportedbyERPpackage.Findinggapsareverydifficult,oneofthe
mostaffordable,butmostdifficult,solutionintensealteringthe
businesstofittheERPpackage.Anothersolutionisthatthecompany
cansimplyagreetolivewithoutaparticularfunction.Othersolutions
include.Pinningyourhopesonandupgrade(lowcostbutrisky)
Identifyinga3rdpartyproductmightfillthegap.Designingacustom
program.

Q.WhatisRetroactiveBilling?

OrderManagementprovidestheRetrobillingOrganizerformtoidentify
orderlinesthathavepreviouslybeeninvoicedthatmaybesubjectto
retroactivebillingduetopricechanges,asimpleapprovalmechanism,
andthentheautomaticgenerationofcreditmemos(andoccasionally
invoices).

TheRetrobillingfunctionprovidesthecapabilitytoenterpricechanges
toshipmentsmadeintheAutomotiveReleaseControlSystem,and
subsequentlybilled,overapriorperiod.Thisfunctionalsoprovides
thecapabilitytogenerateretroactivecreditanddebitmemosforthose
items

Q.WhatisProcessingconstraint?
ProcessingconstraintsisamethodinOMbywhichonecancontrol
variousbusinessrequirementswithoutneedforcustomization.

Ithelpsinthefollowingsectors

1)Canenableordisablefieldsorattributes.
2)Canpreventunwantedoperation(Update,DeleteOperations)fromusers
orresponsibility
3)CanimposeconditionsusingthevalidationSet.
4)Cancollectconditionsintoasinglerecordset.
5)Canpopupcustomizedusermessage.
11.MultipleConditionscanbegroupedwith"AND"or"OR"predicatesona
singleattribute

Q.WhatisERS?
ERS(EvaluatedReceiptSettlement)"OR"SelfBilling"OR"Payon
Receipt".

PaymentonReceiptenablesyoutoautomaticallycreatestandard,
unapprovedinvoicesforpaymentofgoodsbasedonreceipttransactions.
Invoicesarecreatedusingacombinationofreceiptandpurchaseorder
information,eliminatingduplicatemanualdataentryandensuring
accurateandtimelydataprocessing.

PaymentonReceiptbuildsinvoiceswiththefollowinginformation:

Amount:DeterminedbymultiplyingtheQuantityreceivedbythe
PurchaseOrderItemUnitPrice.

PaymentTerms:Defaultedfromthepurchaseorderpaymenttermsor
fromthesuppliersitepaymentterms,dependingonyourOraclePayables
setup.

Tax:BasedonTaxCodesoneachpurchaseordershipment,orthe
defaulttaxhierarchyinPayables.

ForthisoneuneedtoenableERSoptionatSuppliersite.

OraclePO=>SupplierBase=>Supplier=>SIte=>Purchasing(Tab).

Q.RMARouteforCreditNote?

WhenyoucreatetheCM,useaReceivablesActivitywhichpointstoan
accountcalled"ARRefundClearingAccount"orsomethingsimilar.

SetuptheCustomerasaSupplierinPayables(unlesstheyarealready
setup)thenraisean"Invoice"fortherefundamountwiththe
Distributionlinepointingtothe"ARRefundClearingAccount".

PayablescanmakePayments,Receivablescannot.

Q.Implementationprocess?

1>discussionwithclients.
2>understandingtheirbusinessprocess&documentingtheb.process

Theseabovetwoprocessarecalledasasisanalysis.
3>MappingtheSystemrequirementandUserExpectationwiththeOracle
Apps.ThisiscalledConfigurationMapping.

4>Itmayhappenthatsomeofthesolutionsarenotdirectlyavailable
fromOracleApps,findingtheworkaroundsolutionforsuch
requirementssatisfaction,andstillfindingtheleftoutnotpossible
requirements.ThisProcessiscalledGapAnalysis.

5>TakingtheSignOfffromtheProcessOwner,listingoutthe
requirementsandsolutionsmapped,IdentifiedGapsintothedocument.
ThisProcessiscalledEnvisionDocument.

6>SystemSetup,SystemRequirementMappingandConfiguration,
customizationifanyrequired,withthesampleMasterDataUploadedand
simulatingthesystemtobereadyforunittestingbytheprocessowner.

Hereinthisprocessuserconcetratesontheunitwisefunctionality
testing.ex.,PurchaseRequisitionCreationwhetherthisfulfilstheir
entirerequirmentornot.

7>Thenewerrors/Problems/modificationareexpectedduringthisstage.
Thismayagainrequiretofollowthe6thstepandcontinueagain.

8>OncetheUnittestingisdone,theygoforthenextfunctional
integrationtestingex.,fromPurchaseRequisitiontoRFQtoQuotation
toPOtoReceiptstoMoverOrderetc.,

9>Oncethisisdone,ModulewiseIntegrationistestedparallelyfrom
PurchasingtoGL,InventorytoGL,APetc.,

10>Oncethesystemfunctionalityisokandsatisfiedbytheuser,the
dataconversionactivitywilltakeplacethiswillbedoneasrehersal
ortrialpurpose.TheDataRequiredandLoadedmayexpecttheCleaning,
Converting,TransformingandLoadingallthedatawillbeverfied,
ValidatedandconfirmedbytheProcessOwnerwithsignoff.
Ex.,TaxTypes,TaxCategoris,FreightCarriers,CategorySets,Item
Types,Buyersetc.,forPOandINV

11>Oncethisdone,allUnitTesting,IntegrationandsystemTesting
TestingisagaindonebytheProcessOwner.

12>AllVitalReportslikePurchaseRequisitionPrint,RFQPrint,Quote
ComparisonPrint,ReceeiptandPOPrintoutetc.forPOandINVhaveto
beready,andthesealsorequiredtobeverfied,Validatedandconfirmed
bytheProcessOwnerwithsignoff.

13>PlanningabouttheGOLiveDate,andplanningthevariousCutoff
dateshavetobedecided.LikePOCreation,ReceiptsCreationetcforPO
&INVhavetodecidedandsignoffhastobetakenbytheprocessowner.

14>RepeatalltheStepsintheProductonInstance.

15>EndUserTraining
16>HandingOverDocumenttotheClientITlistingtheallthedetails
aboutthecustomizationdonetoApplicationandDatabaseboth
functionallyandTechnically,PeriodendProceduresetc.,

12.GoLiveSupportforatleastMonthend,Quarterend,andConsultancy
forOneFinancialyearClosing.

Q.WhatisthedifferencebetweenFieldsandFlexFields?
Afieldisapositiononaformthatoneusestoenter,view,update,or
deleteinformation.Afieldpromptdescribeseachfieldbytellingwhat
kindofinformationappearsinthefield,oralternatively,whatkindof
informationshouldbeenteredinthefield.

AflexfieldisanOracleApplicationsfieldmadeupofsegments.Each
segmenthasanassignednameandasetofvalidvalues.Oracle
Applicationsusesflexfieldstocaptureinformationaboutyour
organization.Therearetwotypesofflexfields:keyflexfieldsand
descriptiveflexfields.

Q.WhatistheMultiOrgandwhatisitusedfor?

MultiOrgorMultipleOrganizationsArchitectureallowsmultiple
operatingunitsandtheirrelationshipstobedefinedwithinasingle
installationofOracleApplications.Thiskeepseachoperatingunit's
transactiondataseparateandsecure

Q.MRP&MPS
?
a)MPSisgenerallyusedforindependentdemanditems,thatusually
includefinishedgoods.MPSisusedtosmooththedemand,adjusting
quantities/dates/etc.inaccordancewiththedesiredproductionplanand
theavailablecapacity.

b)MRPshouldbeusedfordependentdemanditemsonly,thatincludesraw
materialsandsubassemblies.SoyoucanincludebothMakeandBuycodes.

#ExplaintheBusinessFlowofAccountsPayables
#WhatarealltheModulesInteractingwithAP
#DefinePaymentTermsandtheirTypes
#DefineDistributionSetandtheirTypes
#Wheretodefineasupplier
#Whatisasuppliersiteanditstypes
#ExplaintheNecessaryDetailsrequiredtodefineasupplier
#TypesofInvoices
#WhatisaDebitMemoandCreditMemo
#WhatarealltheTaxesAvailableinAP
#WithholdTaxTypes
#Howtoapprovalaninvoice
#WhatisaHoldandRelease
#Whatisaaccountingentriesforenteringainvoice
#Howtocancelaninvoiceandwhatistheaccountingentries
#WhatisaPrepaymentandExplaintheaccountingentries
#WhatisProrateExpensesinAP
#HowtodoaccountingentriesinAP
#Howtoapprovenno.ofinvoices
#WhatisZeroPaymentinAP
#Explaintheprocessofwithholdtaxinvoice
#ReportsinAP
#WhatisCalculateBalancedOwned
#DifferentwaystoQuerytheInvoices
#Howtomergeasupplier
#WhatisaPayGroup
#WhatisaSpecialCalendaranditstypes
#WhatisMixedInvoice
#ExplaintheStepstoDefineExpensesReport
#WhatrequestsubmittoconvertExpensesReporttoInvoice
#Howtodefineemployeeassupplier
#ExplaintheStepstoDefineInvoiceBatches
#ExplaintheStepstoDefineRecurringInvoices
#VariousTaxesavailableinAP
#WhatisTaxGroups
#Differenttypesofpayments
#Howtomakepaymentforsingleinvoiceandmultipleinvoices
#WhatisaPaymentFormat
#WheretodefineaPaymentDocument
#WhatisaPostThroughDateinPaymentBatches
#StepstoDefinePaymentBatches
#Howtodoforeigncurrencypayment
#Howtovoidapayment
#Differenttypesofpaymentmethods
#Whatistheaccountingentriesforfuturedatedpaymentmethod
#ExplaintheStepstotransferthedatafromAPtoGL
#WhatarethetypesofInvoiceMatchinginAP
#HowtocreateaInterestInvoices
#Definetheaccountingentriesforpayments
#Whataretherequestwillbesubmittedatthetimeofrunningpaymentbatches
#ExplaintheParametersrequiredintheSetupofFinancialOptionandPayableOption

http://download
west.oracle.com/docs/cd/A60725_05/html/comnls/us/mrp/mrptop.htm

13.ATO&PTOdifference?
ATOrepresentproductswhoseoptionsandmandatorycomponentsareassembled,usingafinalassembly
order.
PTOmodelstorepresentproductswhoseoptionsandincludeditemsarepickedandshippeddirectlyfrom
stock

14.WhatisProductfamily
Productfamilyitemstorepresentgroupsofitemsrelatedbysimilaritiesindesign,manufacturing,and
resourceusage.Also,canbeusedinProductfamilyitemsanditsmembersinforecastexplosion,
consumption,masterscheduling,andcapacityandmaterialsplanning
15.TypesofBillsofMaterial?
Standard
Model
OptionClass
 Planning
ProductFamily

Aphantombill(alsoknownasaphantomassembly)describesanormallynonstockedassemblyor
subassembly.Onepurposeofaphantombillofmaterialistoallowyoutomanufactureandstockthe
assemblywhennecessary

InterviewquestionsbyOracleforplanningmodule.

Q.whyROPcannotberunatsubinventorylevel?

ROPworkswithforecast.Forecastcanbedoneonlyatorg
levelandnotatSIlevel.

Q.WhatisMDS?

Masterdemandscheduleisatooltoconsolidatedemand.Itis
otherwisecalledasShipmentshcedule.

Q.WhatisMPS?

MasterproductionforecastistheconsolidationofProduction
shcedule.ItisotherwisecalledasProductionforecast.

Q.WhyuneedMPS?(MRPneedetiherMDSorMPSonly)

MPSisusedforRCCP.WhenRCCPisrunwithMPS,itconsiders
therequirementofthesubassembliesalso.WhereasifurunRCCPwith
MDS,itwillbegivingonlycapactiyplanfortheindependentitems.
Q.Whatisdropshipandwhatarethesetupsfordropship.

Setup:Itemattributeshouldbepurchased,purchasable,
customerordered,customerorederenabled.
InS.Olinethesourceshouldbeexternal.
Thecustomershiptoshouldberestrictedtointernalorgfor
populatingthecustomershiptoaddresstotheinterfacetablesof
Purchasing(mandatoryfordropshipacrossSOB,withinSOBnotneeded)

Q.Senerio:refillinthepenshouldbephantomduringassemblybutat
thesametimethereifllshouldbeproducedasindividualcomponentfor
spare.Whatisthesetup?

Createrefillassupplytypeofpull/push.Whencreatingbom
ucanoverridethedefaultsupplytypetophantom.

Q.whenshipmentreliefwillhappen?

Aftershippingofthatorderonlytheshipmentreliefwill
happen.

Q.Whenproductionreliedwillhappen?

AftertheDJiscreatedtheprodcutionreliefwillhappen.
Q.whatisthedifferencebetweenSourcingruleandBOD?(askedto
Mr.Nehru)

Sourcingrule:SRdefineinvnetoryreplenishmentmethodfor
eithersingleorgorforallorg.TimephasinginSRdeterminewheneach
groupofshippingmethodshiporgcombinationisineffect.time
phasingappliedonlytoshippingorg.

BOD:BODdefinessourcingstratergiesforseveral
organisation.ItiscollectionofSR

ItemSetupFAQs

Onceanitemisassignedtoanorganization,isitpossibletoremove
thisassociationatalatertime?
A.Ifyouhaveassignedanitemtoanorganization,itcanonlybe
deletedfromthatorganizationiftheitemhasNOTbeentransacted.If
ithasbeentransactedagainstyoucannotdeletetheitemfromthe
organization.SeetheOracleInventoryUser'sGuide.Youcan,however,
makethestatusoftheitem"inactive"onthemainregionoftheItem
DefineformINVIDITMin'ItemStatus'field.Thiswillpreventusers
fromtransactingagainsttheitemalthoughtheitemwillcontinuetobe
includedinLOV's.

Q.HowdoyousetupUnitofMeasureforanitem?
A.Whentransactinganitem,itwillalwaysdefaulttothedefined
PrimaryUnitofMeasure,soifyouneedtouseanotherUOM,youmust
selectitfromtheListofValueswhenyoutransactit.Thisimplies
thatyouwantthePrimaryUnitofMeasuretobethatwhichisusedmost
oftenandwhichislikelytobethesmallestunitofthattypeofitem.
OnceyouhavesettheprimaryUOMforanitem,itCANNOTbechanged.

Q.HowdoIchangeanitem'slocatorcontrolmethodonceIhave
transactedagainstit,forexamplefromNoControltoPrespecified?

A.Youcannotchangethisattributeifthereisonhandquantityforthe
item.Youmustfirstperformamiscellaneousissueofallquantity.Then
theattributecanbechangedandoncethelocator(s)aresetup,youcan
performamiscellaneousreceipttoreceivethequantitybackintoa
specifiedsubinventory/locator.

Q.HowdoIchangeanitem'sUnitofMeasure?

A.YouCANNOTchangetheUOMforanitemoncetheUOMisassignedtothe
item.Thesuggestedsolutionisasfollows:Iftheitemhasnotbeen
transactedyoucandeletetheitemandthenreadditwiththecorrect
UOM.Iftheitemhasbeentransactedandhasnooutstandingorders,
purchaseordersorWIPjobsyoucandothefollowingifapprovedbyyour
management.

1.Renametheexistingitem'123'to'123BadUOM'andsavetheitem.
Anypriorhistoryforitem'123'willnowbeassociatedwithitem'123
BadUOM'.

2.Addanewitem'123'withthecorrectUOM.

Q.HowdoIdeleteanItemTemplateInolongeruse?

A.SuggestedstepstofollowtodeleteunwantedItemTemplates:
1.NavigateSetup:Items:TemplatesFindItemTemplatesformappears.
2.ClickontheLOV,andselecttheItemTemplatethatistoberemoved.

3.Clickthe[Find]buttonontheFindItemTemplatesform.TheItem
TemplatesSummaryformappears,withtheItemTemplateselected.
4.Clickthe[Open]buttonontheItemTemplatesSummaryform,andthe
ItemTemplatesformappears.
5.Fromthemenu,selectEdit|DeleteRecord,thenselectAction|Save
andProceed.6.ClosetheItemTemplatesSummaryform.Becarefulnotto
deleteItemTemplatesyoumayneedagainastheyarenotretrievable
oncedeleted.

Q.Isthereawaytocreatecustomitemattributes?

A.Nobutyoucancreateanddefinethedescriptiveflexfieldforthis
form.Thiswillallowsyoutoassociateadditionaldatawithanitem
suchasanattribute.SeetheOracleSystemAdministratorsUsersGuide
andtheOracleFlexfieldsManualforinformationoncreatingDescriptive
Flexfields.

Q.WhydoestheapplicationpromptyouforOrganizationwhenyouenter
theMasterItemformfortheveryfirsttimeeventhoughyouhaveonly
oneMasterOrganization.

A.OnceyousetupaMultiOrgenvironmentandyouentertheformforthe
firsttime,thereisthepossibilitytherecanbemorethanoneMaster
Organization.Theapplicationthereforepromptsyouforanorganization
whichisthenusedtodeterminetheMasterOrganizationassociatedwith
it.Inotherwords,youarechoosingtheMasterOrganizationbychoosing
oneoftheOrgsthatbelongstoit.

Q.Howdoyouchangethecontrollevelforitemattributesfrom
masterleveltoorganizationlevelforexample.WhenItrytochange
thisintheAttributeControlForm,Igetthemessage:frm40200:field
protectedagainstupdate.
A.Firstchangevalueofthefieldcalled"status"to"notused".You
shouldthenbeabletochangethecontrolleveloftheattributefrom
masterleveltoorglevel.Makesureandchangetostatusbacktowhat
itwasbeforethechangeandsavetherecord.

Q.HowdoIinactivateanitem?

A.OntheMasterItemForm(Inventory>Items>MasterItems),changethe
itemstatusfieldto"Inactive"oranyanotherdefinedstatuswhich
disablesallattributesthatmakeanitemusable(stockable,shippable,
orderable,etc.).The"Inactivate"statuscomespreseededwiththe
Applicationandisforthispurpose.

Q.WhatcharacterscanIuseinanitemname(includingspecial
characters)?

A0.Theonlyhardfastruleisnottousethecharacterdesignatedin
thesegmentdelimiterfortheSystemItemFlexfield.Also,youwillnot
beabletoenteranycharactersnotallowedbythevaluesetassociate
withtheflexfield.Itisrecommendedthatyouavoidtheuseofanychar
thatcanbeusedasadelimitertoavoidfutureproblems.Itisbestto
notusespecialcharacterslike#@%&ifatallpossibleasthesemay
haveanegativeimpactdowntheroad.Somecharacters,likepercent(%),
underscore(_),andpound(#),havespecialmeaningwhenperforming
queriesbyformasdothequeryoperatorcharacters(=!><).

Q.Canyouchangethecostingenabledandinventoryassetflagson
anitemthathasalreadybeentransactedagainstevenifthereisnoon
handquantitiesfortheitem?

A.Yes,youcanchangetheflags.Ifyouarechangingtheflagsfrom
checkedtouncheckedyouwillreceiveawarningthattheassociatedcost
recordswillbedeletedalertingyouthattheCostofGoodswillnotbe
calculatedanylongerfortransactionsofthisitem.Ineffectwhatyou
aredoingischangingtheitemfromanassetitemtoanexpenseitem.If
youarechangingtheflagsfrombeinguncheckedtocheckedthena
databasetriggerwillfireandcausecostrecordstobeaddedforthis
item.Thereisnowarningthatisgiven.

Q.WhenIcreateanewitem,andchoosetoassigntoAllorgs,the
applicationallowsmetoeventhoughsomeofthoseorganizationsare
restrictedtomyresponsibility.Isthisthewayitissupposedtowork?
IfIassigninanOrganizationbyOrganizationfashion,Iamnotallowed
toassigntotherestrictedorganizations.

A.Thesituationdescribedisstandardfunctionality.Evenifa
responsibilityhaslimitedaccesstoacertainnumberoforganizations,
the"AssigntoAllOrganizations"checkboxwillassigntheitemtoall
orgs,notjusttheoneslimitedtotheuser'sresponsibility.

Q.Howdoyoutellthatanitemisanexpenseitemorassetitem?

A.NavigatetotheOrganizationItemsform:Inventory>Items
>OrganizationItems.Queryuptheiteminquestion.Changetothe
"Costing"alternativeregion.Thevalueofthe"InventoryAssetValue"
flagdeterminesthis.Ifchecked,theitemisanassetitem.

Q.Isthereawaytodeleteordisableanitemrevisiononce
entered?

A.Thereisnowaytodeletearevisionnoristhereawaytodisable
it.Itmustremainthereforhistoricaldata.Thesuggestedworkaround
istocreateanewitem,transferanyQuantityonhandfromtheolditem
tonewitemanddeletetheolditem.Theonlydownsideisyouwilllose
sometransactionhistory.

WhatisthedifferencebetweenOrganization_idand...

OrgId:OrgIdisanuniqueIDfortheOperatingUnit.OrganisationId:
TheOrganisationIdisanIDfortheInventoryOrganisationwhichis
underanOperatingUnit.

Whatisthedifferencebetweendataconversionand...

DataMigrationisupgradingfromoneversiontoanotherversionfro
e.g.from11.5.9to11.5.10..DataConversionisreceivingdatafroma
legacysystemorreceivingdatafromanothermodule(e.g.PA),
validatingitandconvertingittourourthetargetmoduleusingthe
standardimportprogram.

DataConversionreferstothemovementofdatafromalegacysystemor
application,toareplacementapplicationorsubsystem.

Datamigrationreferstomovementofdatafromonedatabasetoanother
database,butnotneccesarilytoaworkingapplicationorsubsystem
tables.

Otherimportanttermspertainingtodatainclude;

1.DataCleansing

2.DataIntegration

3.Datareplication
4.DataIntergrityTesting

5.DataTransfer

6.DataTransformation

7.DataTranslation

8.DataPartioning