Overview of Transaction Setup

You must set certain controls and options before performing inventory 

transactions. These include:

• Defining Transaction Source Types: A transaction source type is the type of entity against which Oracle Inventory charges a transaction. Along with a transaction action, it uniquely identifies the type of transaction you perform.

• Defining Transaction Types: A transaction type is the combination of a transaction source type and a transaction action. It is used to classify a particular transaction for reporting and querying purposes. 

• Defining Transaction Reasons: These are standard codes you use to classify your transactions.

• Defining Account Aliases: These are easily recognized names or labels representing a general ledger account number. You can view, report, and reserve against an account alias.

• Defining Shipping Network: You can move material between two organizations by means of inter-organization transfers. To define your shipping network you establish the relationships and accounting information that exists between shipping (from) organization that ships inventory to a destination (to) organization.

• Setting Control Options and Restrictions: These are options and restriction specify some controls when transacting the item, for example:

• Lot Control: If lot control is enabled, you must enter a valid lot number

• Serial Control: If serial control is enabled, you must enter a serial number

• Revision Control: if revision control is enabled, you must enter item revision number

• Defining Subinventory and Locator Defaults: You can specify default shipping and receiving subinventories and locators for your items.

• Converting Units of Measure: If you want to perform material transactions in units of measure other than the primary unit of measure of an item, you must define unit of measure conversions.  

• Setting Transaction Profile Options: These establish the method of transaction processing to occur while you wait, on a periodic basis, or concurrently while you work.

• Launching Transaction Managers: Transaction managers execute a variety of transaction processes. They run at periodic intervals you specify until you delete them with the concurrent manager.