Subject Test NameManagement -

Inventory Type Designer

Project Symphony\Test Warehouse Processing
Scripts\BP315 Case1: Sub-Inventory MANUAL Ranvijay Kumar
Transfer

Case2: Inter Org Transfer Manual Ranvijay Kumar

Case3: -Move Order Issue or
Transfer Manual Ranvijay
Case4: Inventory Planning Manual Ranvijay
Case5: Miscellaneous Issue Manual Ranvijay

Case6: Miscellaneous Receipt Manual Ranvijay

Case7: Assign Licence Plate N Manual Ranvijay

Case8: Create Label Manual Ranvijay

Step Name (Design
Steps) Description (Design Steps)

1 Login to EBS and Switch to Warehouse Management Responsibility

Navigation: Warehouse Management -> Inventory Management ->

1.1 Material Transaction-> Sub-Inventory Transfer (Non-WMS enabled
Org)
1.2 Enter following in Sub-inventory transfer form:
1. Item
2. From Sub-Inventory
3. From Locator
4. To Sub-Inventory
5. To Locator
6. Qty
8. Account details
Save the form
1.3 Close the form

2 Login to MSCA
2.1
Navigation: MSAC-> Warehousing -> Inventory-> Transfer->Sub
Transfer (WMS Enabled Org)
2.2 Select Organization
2.3 For LPN : Enter following details
1. Enter LPN
2. To Sub-Inventory
3. To Locator
4. Click on Done
2.4 Click on F2 to back on previous MSCA screen
2.5 For Non LPN : Enter following details
1. Enter Item
2. From Sub-Inventory
3. From Locator
4. Qty
5. Lot
6. Lot Qty
7. To Sub-inventory
8. To Locator
9. Click Enter
10. Click Save and Next

3 Login to MSCA
3.1
Navigation: MSAC-> Warehousing -> Inventory-> Transfer->Inter Org
Transfer (WMS Enabled Org)
3.2 For LPN: Enter following details
1. To Org
2. Transaction Type ( Direct Transfer)
 3. Enter LPN / Item
4. Save and Next
3.3 Intransit Transfer Type

3.4
Navigation: MSAC-> Warehousing -> Inventory-> Transfer->Inter Org
Transfer (WMS Enabled Org)
3.5 For LPN: Enter following details
1. To Org
2. Transaction Type ( Intransit Transfer)
3. Shipment Number
4. LPN

5. Save and Next

3.6
Receiving Intransit
Shipment at destination Navigation: MSAC-> Warehousing -> Inbound-> Receive-> Int Ship
Organization

1. Enter Shipment Number

2. Enter Item

3. Save and Next

4 Move Order - Requisition Type

Navigation: Warehouse Manager-> Inventory Management-> Material

4.1 Transaction -> Create Move Order
MO Header Enter the following: -
1. Press Tab
2. Description (if Any)
3. Transaction Type
4. Source Sub-inventory
5. Destination Sub-inventory

MO Line Enter the following

1. Item
2. Transaction Type
3. Qty
4. From Sub-inventory
5. From Locator
 6. Lot
7. To Sub-inventory
8. To Locator
9. Save
10. Click on Approve

4.2
Check the status of Task Navigation: Warehouse Manager-> Inquiry--> WMS Control Board

4.3 Enter: -
Task Tab 1. Check Warehousing Checkbox
2. Check Pending Status
Warehousing Tab 3.Enter Move Order Number (Requisition Type)
4. Click on Find
5. Check the status of Task

4.4 Login into MSCA

Transact MO
4.5 Navigation: Whse Mgmt->Task-->Manual task-> Paper based Picking
4.6 Enter Pick Id
Enter following: -
1. Confirm Sub-invetory
2. Confirm Locator
3. Confirm Item
4. Confirm Qty
5. Lot
6. To Sub inventory
7. To Locator
8. Save and Drop.
9. Check the status of task in EBS form.
10. Status should be Completed

5 Move Order-->Pre Approved

System automatically creates MO's with status Pre Approved for various
Replenishment and Material demand process for following processes:
5.1 1. Min-Max Planning
2. Sales Order demand
3. Replenishment type MO's

5.2
Check the status of Navigation: Warehouse Manager-> Inquiry--> WMS Control Board
Tasks
5.3 Enter following: -
Task Tab 1. Check Warehousing Checkbox
2. Check Pending Status
Warehousing Tab 3.Enter Move Order Number (Requisition Type)
4. Click on Find
 5. Check the status of Task

5.4 Login into MSCA

Transact MO
5.5 Navigation: Whse Mgmt->Task-->Manual task-> Paper based Picking
5.6 Enter Pick Id
Enter following: -
1. Confirm Sub-invetory
2. Confirm Locator
3. Confirm Item
4. Confirm Qty
5. Lot
6. To Sub inventory
7. To Locator
8. Save and Drop.
9. Check the status of task in EBS form.

10. Status should be Completed

6 Min-Max Planning

Identify the items for Min-Max Planning

6.1
Navigation: - Setup> Warehouse Configuration> Warehouses>
Subinventories> Item / Sub-inventory

Check Min-Max Planning on the Item Sub-inventory Form

6.2
Navigation: Setup> Warehouse Configuration> Warehouses>
Subinventories> Item / Sub-inventory

Enter the Min and Max QTY

6.3
Navigation: -Setup> Warehouse Configuration> Warehouses>
Subinventories> Item / Sub-inventory

Enter any order modifiers and lead time

6.4 Navigation: -Setup> Warehouse Configuration> Warehouses>
Subinventories> Item / Sub-inventory

Enter the Sub-inventory to Source Material from

6.5
Navigation: -Setup> Warehouse Configuration> Warehouses>
Subinventories> Item / Sub-inventory
 Run Min-Max Planning
6.6
Navigation: View> Request> Submit New Request> Single Request> Min-max
planning report

6.7 Move Order created

6.8 Pick

7 Miscellaneous Issue

Miscellaneous issue can be initiated from a mobile device or via Oracle

forms. Currently, we are planning on disabling this functionality on the
mobile devices
7.1 Navigation: - Warehouse Management> Inventory Management> Material
Transactions> Miscellaneous Transactions OR

Navigation: - Whs Mgmt> Warehousing> Inventory

7.2 Enter the following: -

1. Transaction Type (Misc. Issue / Account alias Issue)
2. Source
3. Account Details
4. Item
5. Subinventory
6. Locator
7. Qty
8. Lot Qty
9. Save the transaction

8 Miscellaneous Receipt

Miscellaneous receipt can be initiated from a mobile device or via Oracle

forms. Currently, we are planning on disabling this functionality on the
mobile devices.

Navigation: Warehouse Management> Inventory Management> Material

Transactions> Miscellaneous Transactions
OR

Navigation: - Whs Mgmt> Warehousing> Inventory

 Enter the following: -
1. Transaction Type (Misc. Receipt / Account alias Receipt)
2. Source
3. Account Details
4. Item
5. Subinventory
6. Locator
7. Qty
8. Lot Qty

9. Save the transaction

7 Assign LPN
7.1 Navigation: - Whse Mgmt> Warehousing> LPN Transactions

7.2 Assign LPN to the items, during receiving, during shipment etc.

8 Create Label

Navigation: - Setup> Warehouse Configuration> Printer & Devices> Define

8.1 Label Formats

Generate Label XML

(Label Printing is outside of Oracle)
8.2 Navigation : Setup> Warehouse Configuration> Printer & Devices> Define
Label Formats

8.3 Create New Label

(Label Printing is outside of Oracle)
Expected Result (Design Steps) BP315 Id
Workstream
User should able to login to EBS 03.04.01.03.07 Sub-inventory Transfer

User should able to Open sub-

inventory transfer form

User should able to save the record

User should able to login to MSCA

User should able to Open sub-
inventory transfer form

User should able to enter the record

User should able to enter the record
User should able to enter the record
Transaction successful.

User should able to enter the record

User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record

Transaction successful.

User should able to login to MSCA 03.04.01.03.14 Inter-Org Transfer

User should able to Open inter org
transfer form

User should able to enter the record

User should able to enter the record
User should able to enter the record
User should able to save the record

Saving the transaction initiates, the

movement of inventory, and interface
to legacy systemMES.

the destination organization must

process a receipt using MSCA.

Shipment should moved to

destination org

If the transaction result in a

destination location that is legacy
MES, the transaction will be
interfaced to legacy MES
Should be Pending

Pick id = Task Id = Run Move Order

Pick Slip report

MO transacted sucessfully

Status= Completed

MO status = Pre Approved

Move Order task will be created if
WMS is enabled and the Pick
transaction will be carried out in
MSCA.
Pick id = Task Id = Run Move Order
Pick Slip report

MO transacted sucessfully

Status= Completed and If the

transaction result in a destination
location that is legacy MES, the
transaction will be interfaced to
legacy MES

03.04.01.05 Inventory Planning

Identify the items for Sub-inventory

Min-Max Planning, these will be all
the items in the forward stock
location

This is setup is required for min-max planning.

The min determines when to

replenish and the max determine the
max quantity to replenish.

These values allow you to determine

the package sizes for replenishments
and lead times to take into
consideration when planning.

Define the Sub-inventory from where

the material will be sourced
Running Min-Max Planning outputs a
report, if you want to create move
order replenishments, restock has
to be set to Yes in the parameters.

Min-Max generates a move order for

picking, see the Move Order process
for details

If the move order is an issue rather

than a transfer, the drop is completed
by providing an account instead of a
location. A material handler picks and
drops the material via a task, see the
Picking process for details

03.04.01.03.12 Miscellaneous Issue

Oracle form opens

User should able to enter the record

User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to Save the record

03.04.01.03.11 Miscellaneous Receipt

User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record
User should able to enter the record

User should able to Save the record

Once document is saved, the

transaction will be completed and
stock will be updated. Transaction
details are interfaced to the legacy
system

03.04.01.03.15 Assign License Plate Number

Oracle will integrate with MES, MES

will containerize pallets after
manufacturing. MES will integrate the
created containers with/to Oracle
before the move movement
transaction is interfaced. In addition,
there are various points in our
solution where LPNs will be assigned,
specifically at receiving and in
shipping for consolidation and
packing.

03.04.01.03.16 Create Label

The label creation process can be
initiated during any of the given
business process

Label XML will be generated if the

Business process exists for creation

If Oracle is unable to generate a label

a custom label will need to be created
outside of Out of Box Oracle
RTM #
Subject Test Name Type Designer

Project Symphony\Test Inventory Management - Warehouse Processing Ranvijay

Scripts\BP315 Case1: Pick Release MANUAL Kumar
0
Case2: Perform picking action from MSCA Manual Ranvijay
Case3: Ship Confirm the SO line from MSCA Manual Ranvijay
Step Name Description (Design Steps)
(Design Steps)

1 Login to EBS and Switch to Warehouse Management Responsibility

1.1 Pick Release

1.2 Login to the application
1.3 Select the responsibility "Order Management Super User"
Click the link for: Order Management Super User :Order, Returns
1.4
Navigation: - Order Management Super User> Order, Returns

Click the link for: Order Management Super User :Order, Returns: Sales
1.5 Orders
Navigation: -Order Management Super User> Order, Returns>Sales Orders

1.6 Sales Order

1.7 Select Customer
Customer Number
Ship To Location
Bill To Location
Order Number
Order Type
Date Ordered
Price List
Salesperson
Status

1.8 Save the record

1.9 Enter Item
Qty
Requested Date
Save the record.
1.1 click on Booked

1.11 Pick Release is triggered by sales order or WIP jobs

Oracle Transportation manager

1.12 Oracle transportation manager will manage arrange transportation based

on the shipping instructions and company policy. The integration point is
the delivery creation. OTM will receive by directional updates via the order
line status.
 Shipping

1.13 Order can skip the pick release process to be shipped directly. Additionally,
if the order is manually picked released and confirmed the order is ready
for shipping. There are no business cases for the latter process

Release Rules: Pick Release Rules, Release Sequence Rules and Pick Slip
Grouping Rules
1.14 Navigation: Warehouse Manager> Outbound Logistics> Release Pick Wave

Wave Planning
1.15
Navigation: Warehouse Manager> Outbound Logistics> Wave Planning

Material is Allocated

Warehouse Manager> Outbound Logistics> Wave Planning

1.16 OR

Warehouse Manager> Outbound Logistics> Release Pick Wave

Replenishment Pick
1.17
Navigation: Warehouse Manager> Inquiry> Warehouse Control Board

Order Pick
1.18
Navigation: Warehouse Manager> Inquiry> Warehouse Control Board
 WIP Pick
1.19
Navigation: Warehouse Manager> Inquiry> Warehouse Control Board

LPN / Container is suggested

1.2

1.21 Task Dispatched

1.22 Manage Task in Warehouse Control Board

2 Picking action from MSCA

Login to the MSCA application
2.1

MSCA: MOBILE OUTBOUND

2.2 Navigation: - Whse Mgmt> Tasks> Directed Tasks> Outbound

MSCA>MOBILE OUTBOUND>Pick/Ship
2.3 Navigation : MSCA >MOBILE OUTBOUND: Pick/Ship: Pick Confirm
2.4 Allocate the SO line in staging SI

Navigation: - Whse Mgmt> Tasks> Directed Tasks> Outbound

So Num<<>>
search Mo Num<<33040>>
Pick Slip<<>>
Deliv Num<<>>
Item<<>>
Click on Query button

2.5 Material Physically Loaded

Label Required
2.6
 Drop Loaded task
2.7 Navigation: - Whse Mgmt> Tasks> Directed Tasks> Directed Move> Drop
Loaded LPNs

Label Required
2.8

2.9 Material Dropped in location

Check the status of Sales order

2.1
Navigation: Order Management>Shipping>Transaction
Enter Sales Order Number and click on find
Check the line status of Sales order

3 Ship Confirm the SO line from MSCA

Picking
3.1

3.2 Consolidation Locator

Packing Workbench or Mobile Packing

3.3 Navigation: Whse Mgmt> Outbound> Packing

OR
Warehouse Manager> Inventory Management> Material Transactions>
Packing Workbench

3.4 Output Packing Document

3.5 LPN's are moved to staging lane

 Navigation: - Whse Mgmt> Outbound> Shipping> LPN Ship
3.6 OR
Whse Mgmt> Outbound> Shipping> Load Dock

3.7 Scan Dock Door

3.8 Load LPN's
3.9 Enter shipment details

3.1 Ship Confirm

4 Quick Ship: -
4.1 Navigation: -Whse Mgmt> Outbound> Shipping> Quick Ship
Enter: -
Delivery Number

Shipment details

4.2 Click on Ship confirm

Expected Result (Design Steps) BP315 Id
Workstream RTM #

User should able to login to EBS

03.04.01.01.02.02 Pick Release

Oracle Applications Home Page is displayed.

Oracle Applications Home Page is refreshed with the responsibility menu options

Responsibility Order, Returns menu option explored with submenu options

Sales Order window appears with

Sales Order with SO header and SO
Lines
Sales Order Status is Pending

User Should able to save the record

User should able to enter records
User should able to enter records
User should able to enter records
User Should able to save the record
User should booked the order

Prior to order release, OTM

integrates the trip details to EBS
The trip details include the carrier
and an actual estimated departure
time
If the pick release rules program is
executed, the release sequence
rule sequences the order in which
picks allocate inventory, the pick
slip group rule determines how
tasks are grouped. WMS enhances
this capability with the warehouse
control board.

Wave Planning utilizes the same

functionality as the pick release
program, but enhances the
selection criteria. Once the wave is
released, wave planning allows the
user to monitor and report
exceptions throughout the
execution. Wave planning also
enables the user to release
additional picks to the wave.

The completion of pick release will

allocate the inventory to pick tasks

If the pull replenishment is

enabled, pick release will create
replenishment move orders to
replenish a location before sale
order pick can be executed. To pick
the sales order, an additional
release is required following the
execution of the replenishment
task. These tasks are accessible on
Warehouse Control Board. Our
current solution will not utilize this
functionality.

Pick release will generate sales

order pick tasks. These tasks are
accessible on Warehouse Control
Board.
Pick release can generate WIP pick
tasks. These tasks are accessible on
Warehouse Control Board. Our
current solution will not utilize this
functionality.

Graphic will utilize containerization,

when a pick task is dispatched, the
system will suggest the container to
pick to.
The task is patched to a material
handler
The Warehouse Control Board can
be utilized to manage the task
created.
03.04.01.01.02.03 Perform picking action from MSCA
Oracle Mobile Supply Chain
Applications Home Page is
displayed.

MOBILE OUTBOUND window

appears in MSCA
Select the option available to
explore

Select the link available Pick Confirm

Once the task is assigned, the

Material Handler confirms the pick
location, lot and quantity

Query Pickwave MO(AEO) window

appears after clicking on Query
button
Allocate Line(AEO) window will
appears

Once the task is assigned, the

Material Handler confirms the pick
location, lot and quantity

The material is physically loaded

If label is required, the label is configured for picking process

If the drop is triggered using the
load and drop feature, the system
will suggest the drop location for
the material that is loaded. Else,
the user will access the drop and
scan the loaded LPN. The system
will suggest the drop location. With
Graphics, if the order being picked
is not complete the system will
drive the order to a consolidation
location.

If label is required, the label is

configured for the drop process

The material is physically dropped

in the location

Shipping Transaction form opens

Shipping detail form opens

Should be Staged Picked / Stage
confirm

03.04.01.01.02.04 Ship Confirm the SO line from MSCA

Dropping material into staging or a
consolidation locator will trigger
the Packing / Shipping process

Material that requires consolidation

will be dropped into a staging
locator. Material that is partially
picked will be dropped into a
consolidation locator.

The material handler will utilize the

packing workbench or the mobile
packing function to pack, split or
reconfigure LPNs

Packing documents will be printed

per pallet, this includes a COA
document.

LPNs are dropped into staging lanes

from sale order picks or material
coming out of packing is moved to
staging.
If Dock Door appointments are
defined, the system will direct the
material handler to the material in
staging. If dock door appointments
are not defined, the system will
prompt the material handler to
load all LPNs in delivery.

User should able to scan Dock door

User Should be able to load LPN's
User Should be able to enter
shipment details
User should able to ship confirm
the Sales order.

User should able to enter delivery

Number
User should able to enter shipment
details
User should able to ship confirm
the Sales order.
Subject Test Name Type Designer

Project Symphony\Test Manage Inventory - Inbound Logistics

Scripts\BP315 MANUAL Ranvijay Kumar
Case1: Inbound Logistics MANUAL Ranvijay Kumar
Case2: Perform Put Away Manual RanvijAY
Step Name Description (Design Steps)
(Design Steps)

1 Login to the application

1.1 Select the responsibility: Purchasing Super User
Click on Purchase Orders
1.2 Navigation: -Warehouse Manager >Inbound Logistics>Parchase Orders>Purchase
Orders
1.3 Enter the following
Operating Unit
Type
Supplier
Ship To Location
Buyer
Item
Qty
Need by Date
Save the record
1.4 Click on Booked

2 Perform Receiving Transaction

2.1 Login to the Oracle Mobile Application

2.2 Navigation: Whse Mgmt > Task > Directed Task > Directed Move > Move any LPN

2.3 Enter: -
LPN
Click on Drop
After hitting on drop button on move LPN, Drop LPN
window appers with following fields
LPN
To Sub:
Confirm:
To Loc:
Confirm:

2.4 click on Drop full LPN

2.5 Navigation: Whse Mgmt > Task > Directed Task > Directed Move > Move any LPN
 drop full LPN,it will asks for a Reason Code. Search for Reason code if it is not
available then provide new code and click on done button.

Receiving based on ASN

3 Navigation: - Whse Mgmt> Inbound> Receive

3.1 Enter LPN (Assign LPN)

Enter Receipt and lot qty

Navigation: Whse Mgmt > Inbound > Receive

Create Label
3.2
Navigation: Whse Mgmt > Inbound > Receive
Move material to warehouse location
3.3
Navigation: -Whse Mgmt > Inbound > Receive
Put Away
3.4
Navigation: Whse Mgmt> Inbound> Receive

4 Perform Put Away

4.1 Navigation: - Whse Mgmt> Tasks> Directed Tasks> Directed Move> Move any LPN

4.2 Enter LPN and click on enter

Inspect
4.3
Navigation: - Warehouse Manager> Inbound Logistics> Receipts
Enter Drop Location
4.4
Navigation: Warehouse Manager> Inbound Logistics> Receipts
 Assign Task
4.5
Navigation: Whse Mgmt> Tasks> Directed Tasks> Directed Move> Move any LPN

Inspect
4.6
Navigation: - Whse Mgmt> Inbound> Inspect

Apply Put Away rules/operations plans

4.7
Navigation: Whse Mgmt> Tasks> Directed Tasks> Directed Move> Move any LPN

Manual enter or Scan confirmation drop location

4.8
Navigation: Whse Mgmt> Tasks> Directed Tasks> Directed Move> Move any LPN

Enter the reason code

4.9
Navigation: -Whse Mgmt> Tasks> Directed Tasks> Directed Move> Move any LPN
Create label
5
Navigation: Whse Mgmt> Tasks> Directed Tasks> Directed Move> Move any LPN

6 Return to Vendor
6.1 Create a return order for returned lines
6.2 Return materials to vendor from any organization
6.3 Users will be able to create returns without referencing a PO or receipt, i.e, return against no document
6.4 Create an order, print shipping documentation and utilize WMS shipping capability
6.5 Navigation: - Warehouse Manager> Inbound Logistics> Returns

Initiate vendor returns in Forms

6.6
Navigation: Warehouse Manager> Inbound Logistics> Returns
 Enter Returns on Mobile and scan LPN
6.7
Navigation: Whse Mgmt> Inbound> Return

Matrial unpacked from LPN

6.8
Navigation: Warehouse Manager> Inbound Logistics> Returns

Assign delivery to create the order

6.9 Navigation: Warehouse Manager> Outbound Logistics> Shipment Planning &
Transactions

7 Material is moved to shipping dock

7.1 Quick Ship

Expected Result (Design Steps) BP315 Id
Workstream RTM #
BP315_03.04.01 Manage
Inventory - Inbound Logistics

Oracle Applications Home Page is displayed.

User should able to select responsibility

User should able to open Purchase Order form

User should able to enter record

User should able to enter record
User should able to enter record
User should able to enter record
User should able to enter record
User should able to enter record
User should able to enter record
User should able to enter record
User should able to save the records

Oracle Mobile Applications Home Page is

displayed.

Oracle Mobile Applications Home Page is

refreshed with the Directed Move menu options

Drop LPN window appers and Once You drop full

LPN,it will asks for a Reason Code.
Audit Page appers once you hit on done button
the LPN is dropped we can see the Task
Completed message

Select Purchase Orders, Advanced Shipping

Notices, Inter-Org Transfers, WIP Completion,
RMAs, or Internal Requisitions. Enter the
document number or item

For standard and Inspection type receipt

Select the Lot section and enter the lot quantity.

If the material received is over the 20%
tolerance, there will be a rejection. If the
supplier lot number does not meet Avery
Dennisons requirements, the Lot number is
stored in a DFF.

The label will include the LPN number and any

additional attributes required to support
business processes

If the receipt is a direct receipt, the material will

be dropped directly into an inventory location

If the receipt is a standard or inspection receipt,

a Put Away transaction will be required.

03.04.01.01.01.06 Perform Put Away

Put Away is the process of moving material from

a receiving area into a storage area when
material is received. When Put Away is initiated
for the received material, the rules engine
suggests an optimal put away location. Put away
can also be initiated for any LPN within the
organization.

If the site is not WMS enabled and the material

requires inspection, an inspection is executed on
via the forms
If the site is not WMS, manually enter the drop
location. Note: If a receipt follows this process
stream a LPN cannot be utilized.
 Put Away Task are not work units that are
assigned to individuals. The execution of a Put
Away task is tracked in the warehouse control
board. Material handlers will proceed to the
receiver area and load the material by scanning
the LPN. The trigger point to execute a Put
Away in receiving is that there are LPNs sitting in
receiving.

Material has been defined as inspection

required. MSCA will not allow the user to
proceed without completing the inspection. The
material is inspected according to the defined
inspection criteria. Also, if the material was
inspected outside of Oracle, at this point the
material handler will insert the inspection
results.

The WMS rules will be applied to the transaction

to determine the most optimal location to drop
the material per the defined rules.

Per the rules engine, the system will populate a

drop location. The material handler will be
required to confirm the drop location. If the
material was cross docked the drop location will
be shipping staging or WIP staging.

WMS supports the capability to print a label

after the Put Away transaction

e, return against no document

Return material to vendors from any

Organization
The user will access Oracle forms and populate
the form with the attributes required to initiate
the return process. These requirements are
detailed in the PTP streams
It the material still resides in receiving, the
material handler will access the return process
on the mobile device and scan the LPN to
complete the transaction. This will complete
return process for a return that does not require
shipping documentation

If the material being returned does not exist in

receiving, the user will be required to locate the
LPN that is being returned. On completion of
the return form, the system will automatically
unpack the quantity being required. This
process creates a return order number.

The order that is created from the return

process will require a deliver before the material
can be shipped. The Warehouse Coordinator
will need to access the shipping transaction form
to assign a delivery. This delivery can be
integrated with OTM.

The material handler will physically move the

product to the shipping dock.

The material handler will execute the quick ship

process if the transaction is not integrated with
OTM. See the shipping process flow for details
Subject Test Name Type Designer
Inventory Management - Inventory
Project Symphony\Test Accuracy
Scripts\BP315 MANUAL Ranvijay Kumar
Case2: Cycle Count Manual Ranvijay
Step Name (Design Description (Design Steps) Expected Result (Design Steps)
Steps)

Physical Inventory

1 Login to the application

1.1 Select the responsibility: Warehousing Manager

Click on Warehouse Manager

1.2 Navigation: -Warehouse Management> Inventory Physical Inventory form opens
Management> Counting> Physical Inventory

1.3 Define Physical Inventory

Navigation: Warehouse Manager > Inventory
Management > Counting > Physical Inventory > Physical Inventory form opens
Physical Inventories
Enter the following:
1. Name
2. Description
3. Approval Required: Always
4. Count Subinventory ( All or Specific)
5. Click on Save

Oracle does not freeze inventory

transactions, this a step outside of
Oracle. If the inventory balance
1.4 Freeze Inventory Transactions continues to move after the
snapshot is taken, it will skew the
counting process.

Once you save Physical inventory,

Click on Snapshot

Snapshots of all system on-hand

Take snapshot of Physical Inventory
1.5
Navigation: Warehouse Management> Inventory
Management> Counting> Physical Inventory
quantities for all items must be
taken before generating physical
inventory tags. The snapshot saves
all current item on-hand quantities
and costs. Oracle Inventory uses
this information as the basis for all
physical inventory adjustments.
The physical inventory process
cannot move forward until the
snapshot check box on define
physical inventory is checked
 Generate Tags

1.6 Navigation: - Warehouse Management> Inventory Tag Generation oracle form opens
Management> Counting> Physical Inventory > Tag
Generation
1. Select the name of Physical inventory from LOV Physical Inventory selected
2. Select the starting tag
3. Select the ending tag
4. Click on Generate User should able to generate Tags

1.7 Run Physical Inventory Count Sheet Program Program submitted successfully
Tag Counts

1.8 Navigation: Warehouse Management> Inventory Tag Count form opens

Management> Counting> Physical Inventory > Tag
counts
1.9 Select Physical Inventory name from LOV and click oPhysical Inventory details populated

System count (system onhand) populated agaiinst Count should be populated once
2 Count Sheet program submitted
each Tag successfully
Business user will physically verify the system
2.1 count Vs Physical Count against each tag
In case if any descripencies, Business user will
2.2 User should able to update the count
update the count and send it for approval

The variance report is reviewed,

Review Variances for Approval
Navigation: Warehouse Management> Inventory
2.3
Management> Counting> Physical Inventory
generally based on dollar and
quantity. For high variances, tags
are first reviewed to ensure proper
data entry. If the variance is not
resolved, recounts may be
required.

Variances that fall under the

Variances doesnot requires Approval
2.4 Navigation: Warehouse Management> Inventory
Management> Counting> Physical Inventory
allowed tolerance do not require
approval. These variances will be
adjusted when the Physical
Inventory Adjustment program is
executed.

3 Cycle Count

Oracle can maintain an unlimited

Define Cycle Count
3.1 Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
number of cycle count definitions.
The definition includes: schedule,
non-blind counts; and which items
or ABC classes to include and the
tolerances for those items/classes.

Generate Cycle Count
3.2
Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Cycle Count Tasks are created
3.3
Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Dispatch Cycle Count Task
3.4
Navigation: Warehouse Management> Inquiry>
Warehouse Control Board
Execute Cycle Count Task
3.5
Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Conduct Stock Count
3.6
Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Complete Cycle Count Task
3.7
Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Review Variances
3.8
Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Recount
3.9 Navigation: Warehouse Management> Inventory
Management> Counting> Cycle Count
Based on the definitions in the
system, cycle counts are
generated, which takes an
inventory snapshot. This snap shot
does not require inventory
operation to stop. From the point
that the snapshot is taken, the
system tracks the inventory
transactions and adjusts the
snapshot value according to that
point in time. When the count is
entered, the system calculates the
adjustment according to what the
value should be at that moment
the count is entered.
Cycle count tasks are created, they
can be managed in the warehouse
control board
Tasks are auto assigned or the
Coordinator assigns the task to a
specific material handler
The Material Handler accesses the
cycle count task from the mobile
device.
The counter validates the quantity
in the physical location with the
quantity on the mobile device
The counter updates or validates
the quantity, then saves the
transactions. The counter will
then obtain the next count task or
his/her operations are complete.
The variances are reviewed, if they
are under the tolerance, they are
automatically approved. If they
are over tolerance a managers
approval is needed.
If the Manager deems a recount is
required, the request is sent back
to the counter. The system
manages two recounts.
 No Adjustment made for Tags

Navigation: If the Manager rejects the count,

4 Warehouse Management> Inventory an adjustment is not executed.
Management> Counting> Cycle Count

Post Adjustment If the Manager approves the

4.1 adjustment, the adjustment is
Navigation: Warehouse Management> Inventory executed.
Management> Counting> Cycle Count
BP315 Id
Workstream RTM #
BP315_03.04.01 Manage
Inventory - Inbound Logistics
s populated

ate the count