Item Templates

Templates are defined sets of attributes that you can use over and over to create many similar items. Templates make initial item definition easier. Oracle recommends that you use templates-either those Oracle provides or those you define-when you define your items.

Templates Shipped by Oracle

The following four tables describe the templates provided by Oracle. Each table shows a different set of templates.

Templates Table One

Attribute Model Opt Class Item FG Kit
Assemble to Order Yes Yes Yes No No
BOM Item Type Model Option Class Standard Standard Standard
BOM Allowed Yes Yes Yes Yes Yes
Build in WIP - - Yes Yes -
Costing Enabled Yes Yes Yes Yes Yes
Customer Ordered Item Yes Yes Yes Yes Yes
Customer Orders Enabled Yes Yes Yes Yes Yes
Forecast Control Consume and Derive Consume and Derive Consume and Derive Consume and Derive Consume and Derive
Include in Rollup Yes Yes Yes Yes Yes
Inventory Asset Value Yes Yes Yes Yes Yes
Inventory Item Yes Yes Yes Yes Yes
Invoiceable Item Yes - Yes Yes Yes
Invoice Enabled Yes - Yes Yes Yes
MRP Planning Method MPS Planning MRP Planning MRP Planning MPS Planning Not Planned
Make or Buy Make Make Make Make Make
OE Transactable Yes Yes Yes Yes Yes
Outside Processing Item - - - - -
Pick Components No No No No Yes
Purchased No No No No No
Purchasable - - - - -
Reservation Control - - Reservable Reservable -
Rounding Control - - Round order quantities Round order quantities -
Ship Model Complete Yes - - - -
Shippable - - Yes Yes -
Stockable - - Yes Yes -
Transactable - - Yes Yes -
User Item Type ATO model ATO option class ATO Item FG K
WIP Supply Type Assembly pull Phantom Push Push Assembly Pull

Templates Table Two

Attribute Outside Processing Item PTO Model PTO op class Phantom Planning
Assemble to Order No No No No No
BOM Item Type Standard Model Option Class Standard Planning
BOM Allowed - Yes Yes Yes Yes
Build in WIP - - - - Yes
Costing Enabled - Yes Yes Yes -
Customer Ordered Item No Yes Yes No -
Customer Orders Enabled - Yes Yes - -
Forecast Control - Consume and Derive Consume and Derive - -
Include in Rollup - Yes Yes Yes -
Inventory Asset Value - Yes Yes Yes -
Yes
Inventory Item No Yes Yes Yes Yes
Invoiceable Item - Yes - - -
Invoice Enabled - Yes - - -
MRP Planning Method MRP Planning Not Planned Not Planned MRP Planning Not Planned
Make or Buy - Make Make Make -
OE Transactable - Yes Yes Yes -
Outside Processing Item Yes - - - -
Pick Components No Yes Yes No No
Purchased Yes No No No No
Purchasable Yes - - - -
Reservation Control - - - - -
Rounding Control - - - - -
Ship Model Complete - Yes - - -
Shippable - - - - -
Stockable - - - - -
Transactable - - - - -
User Item Type OP PTO Model PTO Optional Class PH PL
WIP Supply Type Supplier - Phantom Phantom -

Templates Table Three

Attributes Purchased Item Reference Item Sub Supply Item Freight Product Family
Assemble to Order No No No No - No
ATP Components - - - - - No
BOM Item Type Standard Standard Standard Standard - Product Family
BOM Allowed Yes - Yes Yes - Yes
Build in WIP - - Yes - - No
Check ATP - - - - - None
Costing Enabled Yes - Yes - - Yes
Customer Ordered Item Yes Yes No No No No
Customer Orders Enabled Yes - - - Yes No
Cycle Count Enabled - - - - - No
Engineering Item - - - - - No
Forecast Control Consume and Derive - Consume and Derive - - -
Include in Rollup Yes - Yes - - No
Internal Ordered Item - - - - - No
Internal Orders Enabled - - - - - No
Inventory Asset Value Yes - Yes - - Yes
Inventory Item Yes No Yes Yes - Yes
Invoiceable Item Yes - - - Yes No
Invoice Enabled Yes - Yes - Yes No
Make or Buy Buy - Make Buy - Make
MRP Planning Method MRP Planning Not Planned MRP Planning Not Planned - Not Planned
OE Transactable Yes - Yes - - No
Outside Processing Item - - - - - No
Pick Components No No No NO - No
Primary UOM - - - - - Each
Purchasable Yes - - Yes - No
Purchased Yes No No Yes - No
Release Time Fence - - - - - Do not Autorelease
Reservation Control Reservable - - - - -
Rounding Control Round order quantities - Round order quantities - - -
Serviceable Product - - - - - No
Ship Model Complete - - - - - -
Shippable Item Yes - - - Yes No
Stockable Yes - Yes Yes - No
Support Service - - - - - No
Transactable Yes - Yes Yes Yes No
Use Approved Supplier - - - - - No
User Item Type P REF SA SI Freight Product Family
Warranty - - - - - No
WIP Supply Type Assembly pull - Operation pull Bulk - -

Templates Table Four (Flow Finished Good Item Template)

Attribute Value Control Level
Primary Unit of Measure Each Master
User Item Type Subassembly Organization
Item Status Active Master
Conversions Both Standard and Item Specific Master
Inventory Item Enabled Master
Stockable Enabled Master
Transactable Enabled Master
Revision Control No Master
Reservable Enabled Organization
Lot Control No Organization
Cycle Count Enabled Yes Organization
Negative Measurement Error No Master
Positive Measurement Error No Master
Serial Number Generation User Defined Organization
Starting Serial Prefix User Defined Organization
Locator Control Dynamic Entry Organization
Restrict Subinventories No Organization
Restrict Locators No Organization
BOM Allowed Yes Master
BOM Item Type Standard Master
Base Model No Master
Costing Enabled Yes Organization
Inventory Asset Value No Master
Include in Rollup Yes Organization
Cost of Goods Sold Account No Organization
Standard Lot Size 1 Organization
Purchased Yes Master
Purchasable Yes Master
Use Approved Supplier No Organization
Allow Description Update Yes Organization
RFQ Required No Organization
Outside Processing Item No Organization
Outside Processing Unit Type No Organization
Taxable No Organization
Receipt Required (Three-Way Invoice Matching) Yes Organization
Inspection Required (Four-Way Invoice Matching) No Organization
Default Buyer NA Organization
Unit of Issue NA Organization
Receipt Close Tolerance User Defined Organization
Invoice Close Tolerance NA Organization
UN Number NA Organization
Hazard Class NA Organization
List Price NA Organization
Market Price NA Organization
Price Tolerance NA Organization
Rounding Factor NA Master
Encumbrance Account NA Organization
Expense Account NA Organization
Receipt Date Action NA Organization
Days Early Receipt Allowed NA Organization
Days Late Receipt Allowed NA Organization
Over-Receipt Quantity Control Action Warning Organization
Over-Receipt Quantity Tolerance NA Organization
Allow Substitute Receipts Yes Master
Allow Unordered Receipts Yes Organization
Allow Express Transactions Yes Organization
Receipt Routing Direct Delivery Organization
Enforce Ship-to Warning Organization
Container Yes Master
Inventory Planning Method Not Planned Organization
Planner NA Organization
Make or Buy Make Organization
MRP Planning Method MRP and DRP Planning Organization
End Assembly Peggin End Assembly / Soft Pegging Organization
Calculate ATP Yes Organization
Planning Time Fence Cumulative Total Lead Time Organization
Demand Time Fence Item Total Lead Time Organization
Fixed 0 Organization
Variable 0 Organization
Lead Time Lot Size Yes Organization
Build in WIP Yes Organization
WIP Supply Type Assembly Pull Organization
Customer Ordered Yes Master
Customer Orders Enabled Yes Master
Internal Ordered Yes Master
Internal Orders Enabled Yes Master
Shippable Yes Master
OE Transactable Yes Master
Check ATP None Master
ATP Rule Standard Master
Returnable Yes Master
RMA Inspection Required Yes Master
Collateral Item No Master

User-defined Templates

You can also define your own templates using the Item Templates window. Note that the window does not validate any of the template attributes. In other words, you can define a template with contradictory attributes. Only when you use a template to define an item does Inventory verify that the attributes are valid for a given item. If you cannot update an item attribute the value from the template is not applied. If a combination of attributes is invalid a warning appears when you save the item.

You can enable or disable the attribute value for each attribute in a template. When you use a template, it applies only the enabled attributes for that particular template.

Copying Templates

To make defining templates easier, you can use the Copy From function on the Tools menu in the Item Templates window. This opens the Copy Template modal window, where you can copy attributes from one or more attribute groups to a new template. You can also create a hybrid template by copying attributes from multiple templates. See: Copying Item Templates.

Using Templates

You specify the template to use when you define or update an item. All updatable attributes you assigned to the template appear in the current item definition. You can then change the attributes as appropriate for the item you are defining.

If you specify a template name for an existing item, the template overwrites existing attributes. You can apply as many templates as you want to an existing item. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (such as the Primary Unit of Measure, which is never updatable). For example, you define a new item and apply a template that has the Primary Unit of Measure = EACH and Cycle Count Enabled = YES. Then you apply a new template with Primary Unit of Measure = DOZ, Cycle Count Enabled = NO, and Carrying Cost Percent = 3. The attribute values are now: Primary Unit of Measure EACH, Cycle Count Enabled NO, and Carrying Cost Percent 3.

Also, a template does not update status attributes when the values are conflicting. For example, if an item is transactable and stockable, a template cannot change Transactable to Yes if it leaves Stockable equal to No.

Organization-Specific Templates

You can create templates that are specific to one organization. You can use an organization specific template only if you are in that particular organization. If the specific organization is not the Item Master organization, you may use that template only in the Organization Items window and only attributes controlled at the Organization level are updated.

For organization specific templates, some attributes, such as the planner, may be tied to the organization. For this reason, you cannot change the organization specified in the template once the template has been defined.

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