Oracle EBS R12: Inventory and Order Management [PDF]

Practitioner-level: questions require the candidate to derive the correct answer from an application of their knowledge,

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Oracle EBS R12: Inventory and Order Management Fundamentals – Exam Study Guide The Oracle EBS R12: Inventory and Order Management Fundamentals (1Z0-226) Exam Study Guide is designed to provide students with the training information meant to help them pass the Oracle EBS R12: Inventory and Order Management Fundamentals (1Z0-226). Please note this exam targets intermediate-level implementation consultant. It is highly recommended that individuals planning to take the exam have attended current release level training or done extensive current release level self-study and possess strong field experience. The typical target audience for this type of exam is a functional consultant with two or more years of experience implementing the Oracle EBusiness Suite Inventory and Order Management product and has participated in two or more full implementation cycle. The exam objectives are defined by learner or practitioner level of knowledge. Learner-level: questions require the candidate to recall information to derive the correct answer Practitioner-level: questions require the candidate to derive the correct answer from an application of their knowledge, which can only be attained by extensive experience with the product. For each exam topic there have been identified alternative training options that are available at Oracle. Please note that some of the training recommended can cover multiple exam topics. The exam covers 22 topics. The exam consists of two Sections: Inventory and Order Management. Inventory covers 12 topics and Purchasing covers 10 topics.

Inventory Topic 1: Overview of Oracle Inventory Objectives Describe the overall inventory process from receipt to issue Describe the key integration points between Oracle Inventory and other Oracle Applications Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals

1

Level Learner Practitioner

Topic 2: Inventory Structure Objectives Describe Inventory Organization Describe the structure of an Inventory Organization Describe the multi-organization structure in Oracle Applications Use the organization reports Set up Inventory parameters, sub inventories, and locators Set up the organization profile options Describe organization implementation considerations

Level Learner Learner Practitioner Learner Practitioner Practitioner Practitioner

Training Options o Boot Camps  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 3: Units of Measure Objectives Define units of measure Use units of measure reports Use units of measure setup options Describe units of measure implementation considerations

Level Learner Learner Learner Practitioner

Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 4: Defining and Maintaining Items Objectives Define, setup and maintain items, Use item templates Use item control levels Use item categories and catalogs Use organization reports Implement item profile options Describe implementation considerations for items Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals

2

Level Learner Learner Practitioner Learner Learner Practitioner Practitioner

Topic 5: Lot and Serial Control Objectives Describe lots Describe parent and child lots Describe shelf life and lot actions Describe grade control Describe serial control Describe lot and serial genealogy Use the lot and serial reports Implement the lot and serial profile options Describe implementation considerations for lot and serial control

Level Learner Learner Learner Learner Learner Learner Learner Practitioner Practitioner

Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 6: Transaction Setup Objectives Describe transactions and move orders Define transaction managers, transaction types, and transaction reasons Define inventory picking rules Define inventory account aliases Set up move orders Describe Period Close Process within Inventory Use Alerts Notifications and Reports Set up Profile Options Describe implementation considerations for transaction setup

Level Learner Learner Learner Practitioner Learner Practitioner Practitioner Practitioner Practitioner

Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 7: Issuing and Transferring Objectives Perform Transactions Manage Receipts Perform Move Orders Understand Transactions Reports

Level Learner Practitioner Practitioner Learner

3

Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 8: On-hand and Availability Objectives Explain availability View on-hand quantities Describe the uses of the material workbench Create ATP rules, time fences and supply/demand sources Manage Reservation Implement on-hand and availability profile options Use on-hand and availability reports Describe on-hand and availability implementation considerations

Level Learner Learner Learner Practitioner Practitioner Practitioner Learner Practitioner

Training Options  

Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals

Topic 9: Material Status Control Objectives Explain material status Set up material status properties Describe key material status implementation considerations Training Options o o o

Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Online Training  R12.1 Readiness: Implement and Use Inventory Management

4

Level Learner Practitioner Practitioner

Topic 10: Inventory Replenishment Objectives Perform forecasting Explain reorder-point planning Perform min-max planning Perform replenishment counting Generate kanban cards Set up inventory planning profile options Identify Implementation Considerations for Inventory Replenishment

Level Learner Learner Learner Learner Practitioner Practitioner Practitioner

Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 11: Inventory Accuracy Objectives Create an ABC compile Define and maintain a cycle count Define a physical inventory Demonstrate count adjustments and approvals Use inventory accuracy reports Set up inventory accuracy profile options Explain key inventory accuracy implementation considerations

Level Learner Learner Learner Learner Learner Practitioner Practitioner

Training Options o Boot Camp  EBS R12.1 - SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals Topic 12: Table Information Objectives Identify the Oracle Inventory tables Access eTRM

Level Practitioner Practitioner

Training Options o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Inventory Management Fundamentals

5

Order Management Topic 1: Overview of Oracle Order Management Objectives Describe Oracle Order Management and its main components Explain the capabilities of Oracle Order Management Identify the other products that Oracle Order Management integrates with

Level Learner Learner Practitioner

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals Topic 2: Order Entities and Order Flows Objectives Manage Quotes Manage Order to Cash Lifecycle with Standard Items Manage Order to Cash Lifecycle with PTO, and ATO Items Manage Drop Shipments Manage Back-to-Back Orders Manage Sales Agreements Manage Order to Cash Lifecycle with Customer Acceptance

Level Practitioner Practitioner Practitioner Practitioner Practitioner Practitioner Practitioner

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Online training  R12: Order Management: Customer Acceptance Functional Overview o Self-Study CD  R12 Oracle Order Management Fundamentals Topic 3: Multiple Organization Access Control Setup Objectives Explain the necessity for multiple organization access control (MOAC) Identify the Order Management windows (setup and transaction) that use the Operating Unit field and 12i specific MOAC additional features Perform the various setups involved in implementing MOAC

6

Level Learner Practitioner Practitioner

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Online training  R12: Order Management: Multi-Org Access Control Functional Overview o Self-Study CD  R12 Oracle Order Management Fundamentals Topic 4: Oracle Inventory Setup for Oracle Order Management Objectives Explain the structure of an inventory organization Define subinventories Use units of measure Use the item master organization Define items Create available-to-promise rules

Level Practitioner Practitioner Practitioner Practitioner Practitioner Practitioner

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals Topic 5: Oracle Receivables Setup for Oracle Order Management Objectives Define TCA Concepts Define Customer Information and Payment Terms Define Invoicing, Accounting Rules and Auto-Accounting Parameters Explain Customer Acceptance and Billing Setups Defining Invoicing Sources (Batch Source) Explain Online Transaction Security and Tax-Related Setup Steps Define Credit Checking Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals

7

Level Learner Practitioner Practitioner Practitioner Practitioner Practitioner Practitioner

Topic 6: Oracle Order Management Setup Steps Objectives View and Update Profile Options Create QuickCodes or Lookups Manage Document Sequencing Define Transaction Types Explain Order Header and line Workflows in Transaction Types Set up Processing Constraints Define Validation Templates Define Defaulting Conditions Define Defaulting Rules Set up Versioning and Audit History Setup Available to Promise Define Scheduling Create Credit Check Rules

Level Practitioner Learner Learner Practitioner Practitioner Learner Practitioner Practitioner Learner Learner Practitioner Practitioner Practitioner

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals Topic 7: Holds, Order Purge, and Exception Management Setup Objectives Create,Apply and Release Holds - Seeded, Generic Explain Order and Quote Purge Explain Exception Management Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals

8

Level Practitioner Learner Practitioner

Topic 8: Basic Pricing Setup Objectives Describe Pricing Process and Basic Pricing Concepts Maintain Price Lists Define Pricing Security Use Qualifiers with various Types of Modifiers Apply Freight and Special Charges Modifier Create and Use Price Books

Level Learner Learner Practitioner Practitioner Practitioner Practitioner

Training Options   

Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals Self-Study CD  R12 Oracle Order Management Fundamentals

Topic 9: Overview of Shipping Execution Objectives Explain the Oracle Order Management to Oracle Shipping Execution Flow Describe Shipping Entities Identify User Interfaces in Oracle Shipping Execution Identify Key Reports and Processes Describe integration with Oracle Order Management, Oracle Transportation Execution, and Oracle Warehouse Management

Level Learner Practitioner Learner Learner Practitioner

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals Topic 10: Shipping Execution Setup Objectives Define Roles and Users Define Carriers Shipping Execution Documents International Trade Management Adapter Manage Shipping Exceptions Define Pick Release Rules Define Ship Confirm Rules Containers/LPNs

Level Practitioner Learner Learner Practitioner Practitioner Practitioner Practitioner Practitioner

9

Training Options o Boot Camp  Oracle EBS R12.1 SCM Essentials Implementation Boot Camp o Instructor Led Training (delivered by Oracle University)  R12.x Oracle Order Management Fundamentals o Self-Study CD  R12 Oracle Order Management Fundamentals

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. 0109

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