1. ERP 世新大學 ERP 實驗室 Oracle Inventory 講師：莫明鳳

2. ERP 世新大學 ERP 實驗室 Outline Inventory Overview –Inventory introduction –Inventory components –Inventory Control Oracle Inventory Flow Process –Inventory Enterprise Structure –Item –Inventory Control –Miscellaneous Transaction –Accuracy control –Planning

3. ERP 世新大學 ERP 實驗室 Inventory Overview

4. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control

5. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control

6. ERP 世新大學 ERP 實驗室 Inventory Introduction 主要任務 – 適時掌握正確的存貨狀況 效益 – 提高帳務處理的作業效率與正確性 – 掌握正確即時的庫存資訊 – 掌握存貨異動狀況及料件呆滯情形 – 提高盤點作業的效率

7. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components –Item –subinventory Inventory control

8. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components –Item –subinventory Inventory control

9. ERP 世新大學 ERP 實驗室 Inventory Components - Item Type Number schema Engineering aspect Inventory aspect Purchasing aspect

10. ERP 世新大學 ERP 實驗室 Inventory Components - Item Type –Raw material –WIP (work in process) –Semi-finished goods –Finished goods (end item) –MRO (Maintenance, Repair and Operation Supplies) Number schema Engineering aspect Inventory aspect Purchasing aspect

11. ERP 世新大學 ERP 實驗室 Inventory Components - Item Type Number schema –Part number or Item number – 原則：簡單性、單一性、易記性、組織性、充足性 Engineering aspect Inventory aspect Purchasing aspect

12. ERP 世新大學 ERP 實驗室 Inventory Components - Item Type Number schema Engineering aspect –Revision –EC –Drawing Inventory aspect Purchasing aspect

13. ERP 世新大學 ERP 實驗室 Inventory Components - Item Type Number schema Engineering aspect Inventory aspect –Locator –Safety stock –On-hand quantity –Transaction summary Purchasing aspect

14. ERP 世新大學 ERP 實驗室 Inventory Components - Item Type Number schema Engineering aspect Inventory aspect Purchasing aspect –Lead-time –Order Policy : Reorder point 、 EOQ –Supplier

15. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components –Item –Subinventory Inventory control

16. ERP 世新大學 ERP 實驗室 Inventory Components - Subinventory Types – 按料件分 原物料倉 半成品倉 成品倉 – 按稅制分 保稅倉 非保稅倉 – 其他 報廢倉、客供品倉等

17. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control –ABC analysis –Reorder point –Economic Order Qty,EOQ –Physical inventory

18. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control –ABC analysis –Reorder point –Economic Order Qty,EOQ –Physical inventory

19. ERP 世新大學 ERP 實驗室 ABC Analysis A 類 – 約有 10~30% 的存貨項目，價值約佔全部庫存價值 的 70~80% C 類 – 約有 40~50% 的存貨項目，價值約佔全部庫存價值 的 5~15% B 類 – 剩餘的存貨

20. ERP 世新大學 ERP 實驗室 ABC Analysis A 類處理原則 – 嚴密管制 – 根據歷史資料及預測訂購 – 縮短前置時間、嚴密控制交期 – 增加循環盤點次數、提高庫存精確度 – 放置於容易入出庫位置 C 類處理原則 – 可採較不嚴密管制 – 定量訂購方式 – 定期盤點

21. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control –ABC analysis –Reorder point –Economic Order Qty,EOQ –Physical inventory

22. ERP 世新大學 ERP 實驗室 Reorder Point Quantity Time Reorder Point Safety Stock Reorder Quantity 再訂購數量 Lead Time 前置時間

23. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control –ABC analysis –Reorder point –Economic Order Qty,EOQ –Physical inventory

24. ERP 世新大學 ERP 實驗室 EOQ

25. ERP 世新大學 ERP 實驗室 Inventory Overview Inventory introduction Inventory components Inventory control –ABC analysis –Reorder point –Economic Order Qty,EOQ –Physical inventory

26. ERP 世新大學 ERP 實驗室 Physical Inventory 制定盤點時程計畫 凍結庫存 列印盤點卡、盤點清冊 實際盤點 輸入實際盤點數量 盤點差異列印 盤差盈虧調整 庫存凍結解除 盤點差異對策分析

27. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Process 講師：莫明鳳

28. ERP 世新大學 ERP 實驗室 Oracle ERP Overview 客戶訂單 SO 主生產排程 MPS 粗略產能 規劃 RCCP 物料需求 計劃 MRP 請購作業 PR 採購作業 PO 收料作業 Receiving 生產指示 Discrete Repetitive Flow Project Process 生產發料 Issue 生產控制 製程移轉 SFC 生產入庫 Transfer 出貨作業 Picking Shipping 細部產能 規劃 CRP 應付帳款 立帳 Invoice 付款作業 Payment 票據管理 成本管理 Costing 主需求排程 MDS 固定資產管理 Assets 供應鍊管理 最佳化排程 APS 銷售預測 FCST 統一發 票管理 收款作業 Receipts 應收帳款 立帳 Invoice 庫存 Inventory

29. ERP 世新大學 ERP 實驗室 庫存 Inventory Oracle ERP Overview 客戶訂單 SO 主生產排程 MPS 粗略產能 規劃 RCCP 物料需求 計劃 MRP 請購作業 PR 採購作業 PO 收料作業 Receiving 生產指示 Discrete Repetitive Flow Project Process 生產發料 Issue 生產控制 製程移轉 SFC 生產入庫 Transfer 出貨作業 Picking Shipping 細部產能 規劃 CRP 應付帳款 立帳 Invoice 付款作業 Payment 票據管理 成本管理 Costing 主需求排程 MDS 固定資產管理 Assets 供應鍊管理 最佳化排程 APS 銷售預測 FCST 統一發 票管理 收款作業 Receipts 應收帳款 立帳 Invoice

30. ERP 世新大學 ERP 實驗室 Inventory Flow Process Enterprise Structure Items Inventory Controls Transaction ABC Analysis Cycle Counting Physical Inventory Inventory Planning

31. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Process Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning

32. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Process Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning

33. ERP 世新大學 ERP 實驗室 Inventory Enterprise Structure Organization A Organization B Set of Books 2 Location B Location A Set of Books 1 SubinventorySubinventorySubinventorySubinventory LocatorLocatorLocatorLocatorLocator

34. ERP 世新大學 ERP 實驗室

35. Inventory Organization Hierarchy Each oracle inventory organization must have an item master organization. Item Master Organization V1-Vision Operation Organization M1-Seattle MFG Organization E1-Vision Germany

36. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning

37. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item –Unit of Measure, UOM –Item status –Define Item Inventory Control Miscellaneous Transaction Accuracy control Planning

38. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item –Unit of Measure, UOM –Item status –Define Item Inventory Control Miscellaneous Transaction Accuracy control Planning

39. ERP 世新大學 ERP 實驗室 Unit of Measure Define UOM classes Define multiple nonbase UOMs for each class Define Intraclass Conversions Define interclass Conversions Define one base UOM For each UOM class Define UOM Conversion Define standard Conversions

40. ERP 世新大學 ERP 實驗室

41. Oracle Inventory Flow Inventory Enterprise Structure Item –Unit of Measure, UOM –Item status –Define Item Inventory Control Miscellaneous Transaction Accuracy control Planning

42. ERP 世新大學 ERP 實驗室 Item Status By giving an item status you can control key functionality of an item. BOM Allowed = Yes Build in WIP = Yes Customer Orders Enabled = Yes Internal Orders Enabled = Yes Invoice Enabled = Yes Yes Transactable = Yes Purchasable = Yes Stockable = Yes Active Item Status Status Attributes

43. ERP 世新大學 ERP 實驗室 Item Status Control Control Level of status attributes –Master-level control Identical value –Organization-level control Different value Status Setting Level –Sets Value : nonupdatable –Defaults Value : updatable –Not Used : no value Master Organization OrganizationOrganization

44. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item –Unit of Measure, UOM –Item status –Define Item Inventory Control Miscellaneous Transaction Accuracy control Planning

45. ERP 世新大學 ERP 實驗室 Define Item DefineUOMsDefineStatusControlLevels DefineStatuses DefineCategories DefineCategorySets DefineDefaultCategorySets CreateTemplates DefineCatalogs Choose Item Attribute Control Levels 1

46. ERP 世新大學 ERP 實驗室 Define Item Copy templates Copy Items Enter attribute values Enable in child organizations Update organization level attributes Define Item costs 1

47. ERP 世新大學 ERP 實驗室 Practice (1)~(2) Define your own items –Two for Finished Goods –Two for Raw Materials Responsibility –Inventory, Vision Operations (USA)

48. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning

49. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control –Locator control –Revision control –Lot control –Serial number control Miscellaneous Transaction Accuracy control Planning

50. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control –Locator control –Revision control –Lot control –Serial number control Miscellaneous Transaction Accuracy control Planning

51. ERP 世新大學 ERP 實驗室 Locator Control Track items by rack and bin locators. Assign default shipping locators for items. Assign default receiving locators for items. Restrict items to particular locators. Use locators in a material transaction

52. ERP 世新大學 ERP 實驗室 Locator Control SubinventorySubinventory Locator Organization Item with locator control in this subinventory Item without locator control in this subinventory

53. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control –Locator control –Revision control –Lot control –Serial number control Miscellaneous Transaction Accuracy control Planning

54. ERP 世新大學 ERP 實驗室 Revision Control Track items by revision information. Enter a miscellaneous receipt with revision control. Enter a engineering change order with revision number. Revision A Revision B

55. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control –Locator control –Revision control –Lot control –Serial number control Miscellaneous Transaction Accuracy control Planning

56. ERP 世新大學 ERP 實驗室 Lot Control Track specific batches of items. Regulate the use of perishable items. Enable lot and shelf life control of items. Lot #032698

57. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control –Locator control –Revision control –Lot control –Serial number control Miscellaneous Transaction Accuracy control Planning

58. ERP 世新大學 ERP 實驗室 Serial Number Control Track individual units of items that you store and transact in your organization. Track items that you want to maintain very tight control. SN #0101549

59. ERP 世新大學 ERP 實驗室

60. Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning

61. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction –Overview –Customize Transactions –Miscellaneous Transactions Accuracy control Planning

62. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction –Overview –Customize Transactions –Miscellaneous Transactions Accuracy control Planning

63. ERP 世新大學 ERP 實驗室 Overview Material Flow Receive Goods Move Goods Ship Goods Business Flow WIP MRP Inventory Purchasing Order Management

64. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction –Overview –Customize Transactions –Miscellaneous Transactions Accuracy control Planning

65. ERP 世新大學 ERP 實驗室 Customize Transactions A transaction source type and transaction action make up a transaction type. Transaction Source Type Transaction Action Transaction Type

66. ERP 世新大學 ERP 實驗室 Transaction Source Type

67. ERP 世新大學 ERP 實驗室 Transaction Action Issue from stores (-) Receipt into stores (+) Subinventory transfer (-+) Direct organization transfer (-+) Intransit shipment (-)

68. ERP 世新大學 ERP 實驗室 Transaction Type

69. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction –Overview –Customize Transactions –Miscellaneous Transactions Accuracy control Planning

70. ERP 世新大學 ERP 實驗室 Miscellaneous Transactions Term Organization Miscellaneous ReceiptMiscellaneous Issue Organization Subinventory Transfer SubinventorySubinventory Locator Locator Locator Locator Direct Inter-organization Transfer Inter-organization Transfer by Way of Intransit

71. ERP 世新大學 ERP 實驗室 Practice (3)~(6) Revision Control –INV##-02 needs revision control in M1 Miscellaneous transaction –Account Receipt of INV##-01 & INV##-02 –Subinventory Transfer of INV##-02 –Query on-hand Qty –INV##-01 & INV##-02 Responsibility –Inventory, Vision Operations (USA)

72. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning

73. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control –Physical inventory –ABC analysis –Cycle counting Planning

74. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control –Physical inventory –ABC analysis –Cycle counting Planning

75. ERP 世新大學 ERP 實驗室 Physical Inventory Flow 制定盤點時程計畫 凍結庫存 列印盤點清冊、盤點卡 實際盤點 輸入實際盤點數量 盤點差異列印 盤差盈虧調整 庫存凍結解除 盤點差異對策分析

76. ERP 世新大學 ERP 實驗室 Physical Inventory Flow 實際盤點 初盤 item 負責人員 複盤 交叉盤點 抽盤 會計師

77. ERP 世新大學 ERP 實驗室 Oracle Physical Inventory Define physical inventory Snapshot of on-hand quantities Generate tags Count Items Enter counts Approve counts Run adjustment program

78. ERP 世新大學 ERP 實驗室 Define physical inventory Snapshot of on-hand quantities Generate tags Count Items Enter counts Approve counts Run adjustment program Physical Inv. v.s Oracle Physical Inv. 制定盤點時程計畫 凍結庫存 列印盤點清冊、盤點卡 實際盤點 輸入實際盤點數量 盤點差異列印 盤差盈虧調整 庫存凍結解除 盤點差異對策分析

79. ERP 世新大學 ERP 實驗室 Define Physical Inventory & Snapshot

80. ERP 世新大學 ERP 實驗室 Generate Tags

81. ERP 世新大學 ERP 實驗室 Enter Counts

82. ERP 世新大學 ERP 實驗室 Approve Counts

83. ERP 世新大學 ERP 實驗室 Run Adjustment Program

84. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control –Physical inventory –ABC analysis –Cycle counting Planning

85. ERP 世新大學 ERP 實驗室 ABC Analysis Define ABC compilation Define ABC classes Define ABC group Assign Items to ABC classes Update class assignments

86. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control –Physical inventory –ABC analysis –Cycle counting Planning

87. ERP 世新大學 ERP 實驗室 Cycle Count High-Value Item to Count Low-Value Item to Count High-Value Item to Count Low-Value Item to Count High-Value Item to Count Low-Value Item to Count Day 1 of Cycle Count Day 2 of Cycle Count Day 3 of Cycle Count Computer Printer Computer Mouse Computer Printer

88. ERP 世新大學 ERP 實驗室 Cycle Count Steps Define cycle count header. Update cycle-count items. Schedule items to count. Generate count requests. Enter cycle counts. Approve cycle counts.

89. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning –Reorder point 、 EOQ –Min-max planning

90. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning –Reorder point 、 EOQ –Min-max planning

91. ERP 世新大學 ERP 實驗室 Reorder Point – Order time Quantity Time Reorder Point Safety Stock Lead Time Reorder Quantity

92. ERP 世新大學 ERP 實驗室 EOQ – Order Qty

93. ERP 世新大學 ERP 實驗室 Reorder Point Steps Enter item-planning attributes. Forecast item demand. Define safety stocks. Run reorder-point report.

94. ERP 世新大學 ERP 實驗室 Oracle Inventory Flow Inventory Enterprise Structure Item Inventory Control Miscellaneous Transaction Accuracy control Planning –Reorder point 、 EOQ –Min-max planning

95. ERP 世新大學 ERP 實驗室 Min-max Planning Enter item-planning attributes. Define subinventory-level info. (optional) Run min-max report.

96. ERP 世新大學 ERP 實驗室 Practice (7) Min-max planning –Use min-max planning for your raw material items INV##-03, INV##-04 Responsibility –Inventory, Vision Operations (USA)