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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 three tables describe the templates provided by Oracle. Each table shows a different set of templates.

Templates Table #1:

Attributes ATO Model ATO Option Class ATO Item Finished Good 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 #2:

Attributes Outside Processing Item PTO Model PTO Option Class Phantom Item Planning Item
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  
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 Option Class PH PL
WIP Supply Type Supplier   Phantom Phantom  

Templates Table #3:

Attributes Purchased Item Reference Item Subassembly 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 Unit of Measure           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    

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 an attribute is not updatable for an item, 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.

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.

See Also

Defining Item Templates

Defining Items

Overview of Item Setup and Control.

Product Families


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