How to Create Category and Category Set in Oracle Inventory?


 

Categories are the method by which the items in inventory can be separated logically and functionally for planning, purchasing and other activities.You can use categories and category sets to group your items for various reports and programs. A category is a logical classification of items that have similar characteristics. A category set is a distinct grouping scheme and consists of categories. The flexibility of category sets allows you to report and inquire on items in a way that best suits your needs. This article will describe how to create categories and category set in oracle inventory.

Suppose we need a category called ‘INV_COLORS’. We can define multiple colors in this category and then assign this category to an item.

Example:

  1. Item1 —- Black
  2. Item2 —- Red
  3. Item3 —- Green
  4. Item4 —- Orange

1] First we need to create a value set to hold these colors.

Navigation > Setup: Flexfields: Validation: Sets

Validation type Select: Independent

2] Next we need to enter our values in the INVENTORY_COLOR valueset

RED, GREEN, BLUE, BLACK, and ORANGE

Navigation -> Setup: Flexfields: Validation: Values

Save and close the Screen.

3] Now we need to create a KFF Structure

Navigation Setup: Flexfields: Key: Segments

Create the structure name: In the “Code” field enter INV_COLORS

4] Click on the “Segments” button.

  • Enter the “Number” field: 10
  • Enter the Name field: Color
  • Enter the “Window Prompt”: Color (This value will appear on the screen)
  • Enter the “Column” field: Segment1 (you can choose any column)

Save and exit the form.

5] Check the Freeze flex field Definition, the following warning will appear.

Click OK.

6] The “Compile” button is now available to be selected. Click on the compile button.

Click Ok

Close the form.

7] Go to View -> Request and Verify that the new Category flexfield compiled successfully.

8] The new structure is ready for use. Now let’s create a category.

Navigation : Setup: Items: Categories: Category Codes

  • Enter the structure name: INV_COLORES
  • Enter the category: BLACK
  • (Note the form does not provide an LOV for the categories. You will need to use edit symbol at the top of the page or “ e “ to bring up the lov)
  • Enter the description.

9] Next we create our category set.

Navigation Setup: Items: Categories: Category Sets

  • Fill in the category set Name: INV_COLORS_SET
  • The description: Inventory color set
  • The Flex Structure: INV_COLORS
  • The Controlled: Org Level
  • Default Category: BLACK

10] After creating the category set, we can assign it to any items.

There are few category APIs that will be discussed in upcoming posts. Till then GOOD BYE………!! Have a nice day!

Reference: How to create a Category Set and Assign Items to Categories [MOS ID 423551.1]

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Flexfields in Oracle Inventory


Oracle Inventory provides the following flexfields:

1] Account Aliases

Flexfield Code: MDSP

Table: MTL_GENERIC_DISPOSITIONS

Unique ID Column: DISPOSITION_ID

Comment: This key flexfield supports only one structure.

2] Item Catalogs

Flexfield Code: MICG

Table: MTL_ITEM_CATALOG_GROUPS

Unique ID Column: ITEM_CATALOG_GROUP_ID

Comment: This key flexfield supports only one structure.

3] Item Categories

Flexfield Code: MCAT

Table: MTL_CATEGORIES

Unique ID Column: CATEGORY_ID

Comment: You must design and configure your Item Categories Flexfield before you can start defining items since all items must be assigned to categories. You can define multiple structures for your Item Categories Flexfield, each structure corresponding to a different category grouping scheme. You can then associate these structures with the categories and category sets you define.

4] Sales Orders

Flexfield Code: MKTS

Table: MTL_SALES_ORDERS

Unique ID Column: SALES_ORDER_ID

Comment: The Sales Order Flexfield is a key flexfield used by Oracle Inventory to uniquely identify sales order transactions Oracle Order Entry interfaces to Oracle Inventory. Your Sales Order Flexfield should be defined as Order Number, Order Type, and Order Source. This combination guarantees each transaction to Inventory is unique. You must define this flexfield before placing demand or making reservations in Oracle Order Entry. You must set up the OE: Source Code profile option to determine the source code you will use in for the third segment of this flexfield to guarantee that each transaction is unique. (Oracle Inventory defaults the value of the OE: Source Code profile option to ‘ORDER ENTRY’.)

5] Stock Locators

Flexfield Code: MTLL

Table: MTL_ITEM_LOCATIONS

Unique ID Column: INVENTORY_LOCATION_ID

Comment: You can use the Stock Locators Flexfield to capture more information about stock locators in inventory. If you do not have Oracle Inventory installed, or none of your items have locator control, it is not necessary to set up this flexfield. If you keep track of specific locators such as aisle, row, bin indicators for your items, you need to configure your Stock Locators Flexfield and implement locator control in your organization.  This key flexfield supports only one structure.

6] System Items

Flexfield Code: MSTK

Table: MTL_SYSTEM_ITEMS

Unique ID Column: INVENTORY_ITEM_ID

Comment: You can use the System Items Flexfield (also called the Item Flexfield) for recording and reporting your item information. You must design and configure your Item Flexfield before you can start defining items. All Oracle Applications products that reference items share the Item Flexfield and support multiple-segment implementations. However, this flexfield supports only one structure. You must set up your OE: Item Flexfield profile option to specify the Item Flexfield structure that you will use for your Oracle applications. Users can also set up the OE: Item Flexfield Entry Method profile option to specify your preferred method of entry for this flexfield.