Oracle Inventory Functional Overview Presenter’s Name Presenter’s Title

Purpose: This document provides an overview of features and enhancements included in Release 12. It is intended solely to help you assess the business benefits of upgrading to Release 12.   Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.   This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

<Insert Picture Here> Agenda <Insert Picture Here> New Functionality with OPM Convergence A) Dual Unit of Measure Control B) Material Status Control C) Advanced Lot Control D) Support for Indivisible Lots E) Material Aging Workflow F) Manual Reservation and Allocation Enhancements Genealogy Enhancements In order to support the needs of process manufacturing organizations, several additional features have been added to Oracle Inventory as described below (namely dual unit of measure control, advanced lot tracking, enhanced picking rules and enhanced material allocation processing).

<Insert Picture Here> OPM Convergence Dual Unit of Measure Control

Dual Unit of Measure Control Description One item with two units of measure simultaneously Ideal when no constant conversion # of chickens vs. weight # of rebar rods vs. length or weight Transact, reserve, view in both units of measure Pricing can be done in either unit of measure Planning and Costing still done using primary UoM Process organizations only Dual Unit of Measure control allows you to track on hand balances in two separate units of measure where there is no constant conversion between them. These units of measure are often in different measurement classes, such as weight and units or length and weight. For example, you may track number of chickens on hand as well as the weight of each chicken. Or you may track rods of rebar and the actual length of each rod. This feature allows you to transact, reserve and view the on hand by each of the two units of measure. Default conversions between those units of measure can be set up in order to speed up data entry and deviation tolerances can be specified at the item level to ensure that incorrect data is not entered. For example, one chicken may usually weigh 4 pounds with a deviation tolerance of 50% on either side. When a user entered a receipt for one chicken, the weight will default to 4 pounds and he will be allowed to modify that weight between 2 and 6 pounds to the actual weight of the chicken being received. Planning and Costing will be performed entirely on the primary quantity. Secondary quantities will not affect their results.

Dual Unit of Measure Control Benefits Provide necessary functionality to those industries that deal in Catch Weights, such as poultry or metals Improve inventory management Allows our Clients to better meet their Customers’ needs

Dual Unit of Measure Control Specify Dual UoM Control Define Tracking for Single or Dual UOMs This form shows the Item Master and highlights where you would set up the Dual Units of measure. Notice the Primary Unit of Measure is required. You are now able to specify that this item is tracked either by primary UOM only or Primary and Secondary. Pricing can be configured to consider the primary or secondary UOM. After specifying the Secondary UOM, you can specify the defaulting logic as well as the deviation factors. Specify defaulting logic for secondary UOM

Dual Unit of Measure Control Enter Transactions Enter Secondary Quantity at Receipt and all subsequent transactions Notice in the receipt page, the addition of the secondary quantity field. This allows the user to enter the secondary quantity at receipt and all subsequent transactions. This field will be defaulted according to the defaulting logic setup on the Item Master, but can be changed by the user within the deviation tolerances setup on the Item Master. Notice also the on-hand and available is shown below in both the primary and secondary UOMs. Every transaction form now allows entering a secondary UOM and quantity, if the Item is dual UOM controlled. The secondary UOM is included in the Material Workbench, showing the on-hand in both primary and secondary UOMs. Availability is also calculated using secondary UOMs if applicable.

Dual Unit of Measure Control Available for Wireless Devices

Dual Unit of Measure Control Considerations Not all modules will support secondary quantity entry Oracle Shipping Execution, Receiving, Order Management, Inventory, WMS, MSCA and the Process Manufacturing Modules already honor dual UOM Other app’s, refer to the product documentation Open interface will use default conversion if no secondary quantity cited Dual Unit of Measure control is a feature that is introduced into Oracle Inventory for Release 12. Please note that not all E-Business Suite modules will support items with dual units of measures. Oracle Shipping Execution, Receiving, Order Management, Warehouse Management, Mobile Supply Chain and Process Manufacturing will support items with dual units of measure. Other applications, such as Work in Process or Flow Manufacturing may provide little or no support for items under dual UOM control. For other E-Business Suite modules, please refer to their product documentation to determine whether they support entering secondary UOMs through their user interfaces. If another module or third party application posts a transaction to Inventory through the open interface and the secondary quantity is not indicated, the default conversion will be used to determine the appropriate secondary quantity.

<Insert Picture Here> OPM Convergence Material Status Control

Material Status Control Description Item Status (item master) Design Beta Production Maintain / Service Obsolete Material Lifecycle (each individual inventory instance of an item) The objective for Material Status Control is to control the movement and usage of material in a warehouse. Material Status Control will make it possible to specify allowable behaviors for portions of on-hand inventory that may have distinct differences due to grade, quality, or maturity level. In a manufacturing system, there may be two distinct lifecycles that occur for a product. The product lifecycle is the progression the product makes from its initial conception and design through to obsolescence. This is related to the particular item. The material lifecycle is the progression of material within your warehouse from the point it is received to the point that it is shipped or becomes expired. The material status is related to the particular instance of an item, so that different instances of an item can have different material statuses. The material lifecycle may also include exceptions that happen during the time material is in your warehouse, including holding, marking as defective, or reworking. Item Status fully supports modeling a product lifecycle within Oracle Applications. However, the ability to model material lifecycle is limited. Material Status Control will improve upon that functionality, offering the user a great deal of power and flexibility for modeling the material lifecycle and material exceptions. Some of the most popular requirements for status control is to control whether or not material is allowed to be picked and / or shipped on an internal order, picked and / or shipped to a customer, or issued for a production job. In addition, some material may need to be quarantined until some activity such as inspection is performed. For example, a returned part that needs to be reworked before it can be resold or reused may be assigned a “rework” status. Uninspected Immature Defective Active Expired

Material Status Control Description Material Status Uses User defined List Allowed and Disallowed Transactions Determines if product is nettable, ATP-able & Reservable Applied to Subinventory, Locator, Lot, and Serial Assign at receipt of new lot or serial Assign in subinventory & Locator forms Location status applies to material in location and not to the location itself Disallowed transactions & planning actions are cumulative Planning attributes are not available for serial status Material status is a list of disallowed transactions and planning actions that can be applied to a lot, a serial, a subinventory or a locator. Users can now say that lot A is not shippable because it failed a QC test or has not yet been tested. Material status also determines if the material is ATP-able, reservable and nettable. It may not make sense for product that has failed inspection and therefore can’t be shipped to be reservable. On the other hand, if the product cannot be shipped because it has not yet been inspected but you expect a successful inspection, it might be safe to include that lot in ATP quantity calculations. Material statuses can be assigned to a lot, a serial, a subinventory and a locator. Note that the disallowed transactions are cumulative. So if you have a locator in a status that disallows WIP issue and it is in a subinventory that disallows sales order issue, neither of those transactions will be allowed on material that is in that locator. Also note that, for material status applied to subinventories or locators, that status applies to the material already in the location but not the location itself. So if you assign a material status to a subinventory that disallows subinventory transfers, you can still perform subinventory transfers into the subinventory but, once in the location, that material cannot be transferred out on a subinventory transfer. Finally, for performance reason, the planning attributes cannot be assigned to serial level statuses. Material Status is assigned to a lot or serial when it is first received or created. Only items which are flagged to be Lot or Serial status controlled through the Item Master will require a status be assigned to them. This status remains with the lot or serial through all inventory transactions. When that status needs to be changed, that can be done through a Tools menu option in the Material Workbench or the mobile status update forms available with MSCA and WMS. All status changes require a reason code and a report is available to show the history of a particular lot or serial with regard to its status changes. In addition, on-hand balances can be viewed by material status to determine material eligible for certain transactions.

Material Status Control Status Better visibility through greater detail Improve inventory control and planning Better customer service Flexible - User defined Easy to use Material status is a list of disallowed transactions and planning actions that can be applied to a lot, a serial, a subinventory or a locator. Users can now say that lot A is not shippable because it failed a QC test or has not yet been tested. Material status also determines if the material is ATP-able, reservable and nettable. It may not make sense for product that has failed inspection and therefore can’t be shipped to be reservable. On the other hand, if the product cannot be shipped because it has not yet been inspected but you expect a successful inspection, it might be safe to include that lot in ATP quantity calculations. Material statuses can be assigned to a lot, a serial, a subinventory and a locator. Note that the disallowed transactions are cumulative. So if you have a locator in a status that disallows WIP issue and it is in a subinventory that disallows sales order issue, neither of those transactions will be allowed on material that is in that locator. Also note that, for material status applied to subinventories or locators, that status applies to the material already in the location but not the location itself. So if you assign a material status to a subinventory that disallows subinventory transfers, you can still perform subinventory transfers into the subinventory but, once in the location, that material cannot be transferred out on a subinventory transfer. Finally, for performance reason, the planning attributes cannot be assigned to serial level statuses. Material Status is assigned to a lot or serial when it is first received or created. Only items which are flagged to be Lot or Serial status controlled through the Item Master will require a status be assigned to them. This status remains with the lot or serial through all inventory transactions. When that status needs to be changed, that can be done through a Tools menu option in the Material Workbench or the mobile status update forms available with MSCA and WMS. All status changes require a reason code and a report is available to show the history of a particular lot or serial with regard to its status changes. In addition, on-hand balances can be viewed by material status to determine material eligible for certain transactions.

Material Status Control Enable Status Control by Item Enable status control selectively for Items On the Item Master form, a particular item can be enabled for Lot or Serial status. This allows material status codes to be assigned to lots or serials of that Item. In addition, a default status can be specified. This status will automatically be applied when a new lot or serial is created or received. That status can always be changed by the user at receipt or through any of the update material status user interfaces.

Material Status Control Enable as Status-Controlled (Opt’l) Specify which transaction types can be restricted by status Not all transactions should be restricted by material status. For example, you should probably always allow receipt transactions and cycle counting adjustments but actions such as WIP issue, sales order picking and shipping should be more restrictively controlled. In the transaction type setup form, you can determine whether or not a user should be able to restrict this transaction via the definition of a new material status. If the checkbox is not checked in this form, the transaction will not be visible in the define material statuses form and will essentially be always allowed.

Material Status Control Define Status Codes & Allowable Txns Specify planning attributes for material status Specify allowed and disallowed transactions for this material status The Material Status Definition form allows you to create material statuses for use throughout your Inventory organization. You can specify the planning attributes that apply to this material status, such as “Allow Reservations”, “Include in ATP”, and “Nettable”. Then you can specify which entities that material status can be assigned to. Statuses that deselect any planning options can not be used to apply to Serials. Finally, you specify the list of Allowed and Disallowed transactions. Only transactions flagged for status control will show up in this list – all others will always be allowed. You can define as many statuses as necessary to model the different material behaviors throughout your warehouse.

Material Status Control Dependencies and Interactions Not all modules will honor material status restrictions Oracle Shipping Execution, Receiving, Advanced Planning & Scheduling, Inventory and the Process Manufacturing Modules will honor material status For all other products, refer to the product documentation to determine if the user interfaces will restrict users from posting transactions based on the material status If another module in the e-Business Suite or a third party application posts a transaction to Inventory via the transaction open interface that violates a material status restriction, that transaction will be allowed Material Status is a feature that is introduced into Oracle Inventory for Release 12. Please note that not all E-Business Suite modules will support material status restrictions. Oracle Shipping Execution, Receiving, Advanced Planning & Scheduling, Inventory and Process Manufacturing will support material status restrictions. Other applications may not. For other E-Business Suite modules, please refer to their product documentation to determine whether they support material status restrictions. If another module or third party application posts a transaction to Inventory through the open interface which violates the material status restriction, that transaction will be allowed. Material status is enforced through Oracle user interfaces only, not through open interfaces.

<Insert Picture Here> OPM Convergence Advanced Lot Control

Advanced Lot Control Description- Available Capabilities Additional Lot Attributes Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, Hold Release Date Sublot Tracking Lot-Specific UOM Conversions Support for Indivisible Lots Additional lot attributes have been added to the lot entity: the ability to track sublots and parents lots is now provided, users can set up UOM conversions that are specific to a particular lot; Inventory now supports a setting which flags Items as using indivisible lots.

Advanced Lot Control Benefits More accurate inventory tracking Better shipping accuracy Better customer service Easier to use, less user involvement

Advanced Lot Control 1) Additional Lot Attributes Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, Hold Release Date Allocate a particular grade of material for specific customer or order Expiration Action Code allows for particular action to be taken on material when lot has expired Several additional lot attributes have been added to the lot table. These include Grade, Origination, Retest Date, Expiration Action Code, Expiration Action Date, Maturity Date, and Hold Release date. Each of these attributes are standard columns, not part of the extensible lot attributes functionality. The grade attribute includes certain additional functionality, namely the ability to allocate a particular grade of material for a specific customer or order. In addition, the expiration action code attribute allows a certain action to be taken on that material when the lot has expired.

Advanced Lot Control 2) Sublot Tracking Sublot is a lot with a parent Automatically generate lots and sublots at receipt Search for lots by parent or by sublot (lot) Automatic sublot name generation A concatenation of parent lot name Oracle Inventory has added the ability to track lots using sublot and parent lot visibility. A sublot is simply a lot with a parent. Users can automatically generate sublot numbers and parent lot numbers upon receipt of new material. The Item master includes separate standards for the lot and parent lot generation. Material can be searched for by lots using the parent lot or sublot. The name of the lot can be automatically created as a concatenation of parent lot and sublot name.

Advanced Lot Control 2) Sublot Tracking Enable Sublot Control on Item Master Sublot functionality is enabled for an Item on the Item Master. After enabling child lot functionality for this item, you can specify how children lots are generated, the prefix and starting value for parent lots, and feature specific controls. Format validation forces user entered lots to be validated against the format supplied, while the Copy Lot Attributes setting indicates that sublots should automatically be assigned the lot attributes of the parent lot.

Advanced Lot Control 2) Sublot Tracking Parent Lot number entered during transaction for sublot controlled Items When a lot is created the parent lot must be entered for sublot controlled items. Depending upon the generation options, the parent lot can be generated automatically according to a certain format. While the onhand is stored primarily in terms of the lot number (also called sublot), searches can be performed by parent lot and genealogy information for all lot relationships is always available.

Advanced Lot Control 3) Lot-Level UOM Conversions Conversions can be created or modified for particular lots Conversion can also be added as part of receipt transaction Through the lot level conversions maintenance form, conversions can be created or modified for particular lots. The history of all changes to a lot-level conversion can be viewed and on-hand balances can be automatically updated when a conversion is changed. In addition to creating a specific conversion through this form, conversions can be created automatically when a lot is initially received.

Advanced Lot Control 4) Indivisible Lots: Description Some items cannot be physically “broken” apart without special equipment (metal pipe, textiles) Item-level attribute Oracle Inventory will not suggest breaking an indivisible lot System will over- or under-allocate accordingly so that only full lots are chosen Move orders and subinventory transfers cannot break indivisible lots Allowed breaks: Split Lot form, Miscellaneous Issue form, and receipts to the same locator For some material, it is impossible to break apart a particular lot without the use of special equipment. For instance, metal pipes or textiles may require special tools for splitting lots. Other material should not be transacted as partial lots for security or business process reasons. A new item level attribute has been added to Oracle Inventory to determine whether lots of that Item should be considered as indivisible. If that setting is enabled, only full lots of that Item may be transacted. Oracle Inventory will not suggest a pick for part of a lot quantity if that Item uses indivisible lots. The system will automatically over or under allocate accordingly so that only full lots are chosen. Indivisible lots may be manually split through the lot split form, but other transactions for partial quantities are prevented. For instance, the user will not be able to perform a subinventory transfer or move order pick for a partial lot. The exception is that users are permitted to perform a receipt for the same lot into the same locator and perform a miscellaneous issue of partial lot quantities.

Advanced Lot Control 4) Indivisible Lots ‘Lot Divisible’ flag indicates whether lots of this Item can be divided The “Lot Divisible” flag on the Item Master indicates whether lot of that Item should be allowed to be partially transacted. If the Lot Divisible flag is checked, then partial transactions are allowed. If the flag is not checked, then the Item is considered to have indivisible lots. These lots cannot be transacted in partial quantities, but must be manually split using the Lot Split transaction before being able to be transacted.

<Insert Picture Here> OPM Convergence Material Aging Workflow

Material Aging Workflow Description Concurrent Request executed on any date attribute of a lot or serial Workflow is initiated on any date attribute of a lot or serial Can be intiated within X days of any date attribute Default workflow sends notification, but can be customized to support any functionality The Material Aging Workflow allows the user to be notified upon expiration or other activity of a lot or serial. To invoke this functionality a concurrent request is run and can be scheduled to be run automatically. That request will look at a specified date of a lot or serial. That date is usually the expiration date, though it could be a retest date, maturity date, or other type of date. A workflow is initiated when the specified date attribute is within the number of days given in the concurrent request of the current date. The default workflow sends a notification for lots or serials that meet the date requirements. However, that workflow can be customized to support virtually any activity to take place when the date is passed.

Material Aging Workflow Benefits Proactive management of date sensitive material Automated processes ensure that aging is done accurately and reliably Enables better lot handling and material management by scheduling alerts days (or weeks) in advance Better customer service in date sensitive industries, for instance, food and beverage Automated processes ensure that aging is done accurately and reliably Enables better lot handling and material management by scheduling alerts days (or weeks) in advance Better customer in date sensitive industries, for instance, food and Beverage

<Insert Picture Here> Genealogy Enhancements

Genealogy Enhancements Description Unified view of Lot and Serial genealogy Lot/serial Exclusivity Lot/Serial validation on Component returns Supplier Lot number tracking Today, for being competitive, businesses often employ outsourcing strategies to a varying degree at all the levels of procurement and sales cycles to meet the needs of end customers on time while maintaining high standards of quality and services. In such a dynamic environment, it is highly essential for companies to track their Products and it components from Production to Consumption accurately for various reasons such as: improving the levels of service and maintenance, easily recall a defective product lot, and tracking of supplier performance. To meet these needs of tracking and traceability, Genealogy functionality has been enhanced in this release to provide a unified view of lot and serial genealogy, ability to trace exact lots and serials.

Genealogy Enhancements Benefits Improve the product/component traceability By providing genealogy view in both direct and through the job fashions, displaying the supplier lot numbers, etc. Reduce the user navigation and input effort By providing the lot-serial genealogy in a unified view, allowing to access the serials maintenance from query lots, and the lots maintenance from the query serials forms Minimize liability and increase customer service By the ability to recall or service the defective parts quickly and accurately with the enhanced traceability Improve the product/component traceability By providing the linkages for the parent assembly to the job and the component lots/serials directly and through the job, displaying the supplier lot numbers, etc. Reduce the user navigation and input effort By providing the lot-serial genealogy in a unified view, allowing to access the serials maintenance from query lots and the lots maintenance from the query serials forms, etc. Increase the level of service/maintenance By the ability to recall or service the defective parts quickly and accurately with the enhanced traceability.

Genealogy Enhancements 1) Unified view of Lot and Serial Genealogy Provides both lot and serial genealogy in a single view Displays genealogy through the job for lot and serial components Displays direct genealogy for the exact lot and serial component details ‘Source’ tab displays the child genealogy in both job and direct fashions ‘Where Used’ tab displays the parent genealogy in both job and direct fashions A new unified Genealogy view replaces the old Lot Genealogy and Serial Genealogy forms. It provides both Lot and Serial Genealogy in a single view in both Direct and Job fashions. Users no longer required to go to multiple places for acquiring the full picture of the Genealogy. Users can easily view the lot attributes and serial attributes on the same form with a single click on the corresponding tabs.

Genealogy Enhancements 1) Unified view of Lot and Serial Genealogy Direct Genealogy Genealogy through Job This screenshot depicts Source tab of the unified view of lot and serial genealogy with the appropriate tabs enabled which include Work Order Details, Serial Details, Lot Attributes, Material Transactions, etc. Notice both Serial and Lot tabs are enabled as the assembly is both lot and serial controlled.

Genealogy Enhancements 2) Lot/Serial Exclusivity Ability to establish direct genealogy linkage Allows users to enter the assembly lot and serial information while performing WIP material transactions Enabled for transactions performed using desktop Lot/Serial Exclusivity It allows users to establish the linkage between the parent Lot/Serial assembly to the specific component lot/serial even when multiple lots/serials are consumed by the job. The genealogy through job will still list all the component lots consumed by the job. Users will have the ability to enter the assembly lot and serial information while performing WIP material transactions for components. This user action will generate the necessary direct genealogy data. The direct genealogy data will be generated only when the WIP material transactions are performed using the desktop forms. It is not yet supported for transactions performed using the WIP mobile.

Genealogy Enhancements 2) Lot/Serial Exclusivity This screenshot depicts the fields on Lot Entry form for users to specify the Assembly Lot and Serial information.

Genealogy Enhancements 3) Lot/Serial Validation for WIP Returns Enable/Disable using profile options Validates component lots/serials returned with those issued to the job LOVs are restricted to lots and serials issued to the job Deletes any genealogy linkage of lot/serial components once all the quantity is returned Lot Number validation on component returns This feature optionally validates the component lots that are returned with those issued to the job. The corresponding LOVs are restricted too. This feature also clears any genealogy data, both direct and through the job, of the component lot/serial once all the quantity is returned. Supplier Lot number tracking This feature displays the supplier lot number of the item on the ‘Material Transactions’ tab of the genealogy view.

Genealogy Enhancements 3) Lot/Serial Validation on WIP Returns This screenshot displays the restriction of component lots that can be returned from a discrete job.

Genealogy Enhancements 4) Supplier Lot Number Tracking Allows looking up supplier lot number using the ‘Material Transactions’ tab of the genealogy view Lot Number validation on component returns This feature optionally validates the component lots that are returned with those issued to the job. The corresponding LOVs are restricted too. This feature also clears any genealogy data, both direct and through the job, of the component lot/serial once all the quantity is returned. Supplier Lot number tracking This feature displays the supplier lot number of the item on the ‘Material Transactions’ tab of the genealogy view.

Genealogy Enhancements 4) Supplier Lot Number Tracking Material Transactions Tab Supplier Lot Number This screenshot displays where to lookup the Supplier Lot Number of an Item.

<Insert Picture Here> Enhanced Reservations and Allocations

Enhanced Reservation and Allocations: Description Enhanced Reservations New Supply and Demand Sources Serial Reservations Select Available Inventory Form Allocations Enhanced Inventory Picking Rules

Enhanced Reservations and Allocations: Benefits Greater predictability for material allocation Serial handling Minimized storage costs Intelligently create reservations according to customer demand Allocations Meet more specific customer product requirements Combine warehouse control with system suggestion From another slide… Cross-dock planning and execution CMRO and depot repair flows CTO flows OPM flows Drop Ship flows This slide shows all the business flows that will benefit by these enhancements made to reservations in this release and these are – Crossdock planning and execution – Crossdocking is a key feature in many warehouses where material is received and moved directly to the shipping area, instead of moving it into inventory first. This helps reduce the labor cost and time. Serial reservation capability offered in this release greatly benefits the maintenance and repair processes of CMRO and depot repair applications. The new supplies that are added to reservations framework greatly benefits the configure to order processes by giving them access to new supply types such as internal requisition, and ASN. The reservation support for OPM batches ad supply and components of OPM batches as demand greatly benefits the business flows used by process manufacturers. Finally, the new supplies/demands and the validation/availability checks enable the users to use reservation infrastructure for managing drop ship process flows

Enhanced Reservations Supply Sources Inventory Reservation form has new supply sources Purchase Orders , Internal requisition Discrete jobs, OPM batches, OSFM jobs ASN, In-transit Shipments, Receiving (WMS orgs only) Supply document validation checks Supply availability checks Transfer reservation to Rec’ing on receipt (WMS org) Transfer of reservation to Inventory on delivery Synchronized change management As of 11.5.10, reservation supports a limited number of supply types and these are – Inventory, Purchase order using the CTO process, and discrete jobs using either the CTO process or WIP forms. With this release, reservations support using Inventory reservations form and APIs is extended to the following supply types as well - Purchase Order, Internal requisition, Discrete jobs, OPM batches, and OSFM jobs In addition, for WMS enabled organizations, some more supplies are supported for reservations and these are – ASN, In-transit shipments, and Receiving Additionally, with this release, for all of the supply documents, system will also support document validations, availability checks, and transfer of reservation to Inventory on delivery. Further, for a WMS enabled organization, system will transfer the reservation to Receiving at the tiem of material receipt. Finally, if any changes (such as cancellation or quantity reduction or final closing of the supply document) are made to any of the reserved supplies, the corresponding reservations will be updated accordingly.

Enhanced Reservations Demand Sources Inventory Reservations have new demand sources Components for CMRO work orders Components for OPM batches Demand document validation checks Demand availability checks Synchronized change management Relieve reservations on job completion As of 11.5.10, reservation supports a limited number of demand types and these are – Sales order or Internal sales order, Account or Account Alias, and User defined demand sources. With this release, reservation support using Inventory reservations form and APIs is extended to the following demand types as well - Components for OPM Production Batches and Components for CMRO work orders Additionally, with this release, for all of the demand documents, system will also support document validations and availability checks. Further, support is provided to automatically relieve the reservation on job completions. Finally, if any changes (such as cancellation or quantity reduction) are made to any of the reserved demands, the corresponding reservations will be updated accordingly.

Enhanced Reservations Serial Reservations Only allowed against sales orders/internal orders from reservations UI Also allowed against account/account aliases and CMRO work orders using API Only allowed for on-hand serials Serial can be used as a “find” criteria As of 11.5.10, reservations are supported at the following levels for a supply – Subinventory, locator, LPN, and lot. With this release, we’ll be supporting reservations at serial level as well. In this release, serial reservation capability is limited to on-hand (or Inventory) supply using reservations UI. To support certain CMRO flows, API support is also provided for serial reservation for the following demand sources – CMRO work orders and Account or Account alias On the “Query” user interface of Inventory reservations form, serial has also been added as an attribute. So, one can search for reservations belonging to a specific serial.

Enhanced Reservations Serial Reservations This slide shows the new UI for serial reservation that comes up when one clicks on the “serials” button on the Item reservations form. One can use this UI to reserve multiple serials for one reservation record. Notice the attributes ‘Quantity reserved’ and ‘Serials entered’. ‘Quantity reserved’ refers to the reservation quantity while ‘Serials entered’ refers to the serials specified for this reservation. New User Interface for entering/querying reserved serials

Enhanced Reservations Serial Reservations Impact on Pick Release Allocate any reserved serials, ignoring pick rules Use the organization parameter ‘Allocate serial numbers’ for remaining demand Allow serial substitution during picking and shipping even for reserved serials. A reserved serial is available for serial triggered sub-inventory transfer This slide describes how serial reservation integrate with allocation during pick release and with serial substitution during picking. If serials are reserved, then pick release will allocate these serials irrespective of the suggestions made by the picking rules, assuming that the serial status allows pick release. If some serials are reserved, then pick release will allocate the reserved serials first and for the remaining demand, it will honor the organization parameter ‘Allocate serial numbers’. During picking and shipping processes, allocated and/or reserved serials can be substituted. If a reservation existed for the allocated serial, then that reservation will be deleted. Also, if a serial is reserved against a demand, it can be moved to a different subinventory using serial-triggered subinventory transfer.

Enhanced Allocations Inventory Picking Rules Additional picking criteria Additional sort criteria Assign rules to items, categories, customers

Enhanced Allocations Select Available Inventory Form Uses Picking Rules (Inventory or WMS) Displays system suggested material Support sort order in material display Allows user to manually select specific allocation Used for allocating move orders and creating reservations

Enhanced Allocations Select Available Inventory Form

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