PeopleSoft Inventory Rel 9.2 (D81720) – Outline

Detailed Course Outline

Business Process Overview

• Describing Business Processes That Include PeopleSoft Inventory
• Describing PeopleSoft Inventory Features and Functions
• Describing PeopleSoft Inventory Integration Points within PeopleSoft
• Describing Sources of Information about PeopleSoft Inventory

Setting Up Basic Options

• Setting Up Installation Options
• Setting Up Common Definitions
• Using the Events and Notifications Framework

Setting Up Inventory Business Units

• Describing PeopleSoft Business Units
• Classifying PeopleSoft Inventory Business Units
• Setting Up PeopleSoft Inventory Business Units
• Setting Up Business Unit Closure Calendars

Setting Up Inventory Facilities

• Describing the Structure of Inventory Facilities
• Setting Up Material Storage Locations (MSLs)
• Describing Storage Zones

Setting Up PeopleSoft Cost Management

• Describing the Cost Flow
• Setting Up the Cost Structure
• Setting Up Transaction Accounting Rules
• Describing PeopleSoft Cost Management Processes

Setting Up Inventory Items

• Setting Up Item Control Options
• Setting Up Items
• Setting Up Items for a Business Unit
• Using Item Templates
• Loading and Copying Items
• Performing Item Maintenance

Stocking Material (Putaway)

• Describing Putaway Options
• Setting Up Putaway Options
• Performing the Multi-Step Putaway Process
• Viewing Inventory Balances
• Performing an Express Putaway
• Receiving Items from PeopleSoft Purchasing

Maintaining Inventory

• Maintaining Lot-Controlled Items
• Maintaining Storage Containers
• Maintaining Item Status
• Performing Inventory Adjustments
• Performing Inventory Transfers
• Analyzing Inventory

Setting Up Demand Fulfillment

• Describing Sources of Demand
• Describing Demand Line States
• Describing Demand Fulfillment Methods
• Setting Up Demand Fulfillment Options for the Business Unit
• Setting Up Demand Fulfillment Options for Individual Items

Creating Stock Requests

• Understanding Orders in Demand Fulfillment
• Creating Material Stock Requests
• Creating Material Stock Requests from a Third-Party System
• Managing Material Stock Requests
• Understanding the Supply/ Demand WorkCenter and Dashboard

Reserving Stock for Shipment

• Discussing Reservation Terminology
• Describing Reservation Options
• Setting Up Reservation and Backorder Rules
• Using the Reserve Materials Process
• Using the Online Reservation Process
• Pre-Allocating Demand
• Using the Shortage Workbench

Picking Stock for Shipment

• Describing Order Release and Picking Options
• Using the Order Release Request Process
• Using the Picking Feedback and Confirmations

Shipping Stock

• Describing Shipping Options
• Using the Shipping/Issues Component
• Using the Express Issue Component
• Using the Deplete On Hand Quantity Requests Process
• Describing Shipping Documents

Using Auto and Direct Processing in Demand Fulfillment

• Utilizing Direct and Auto Processing
• Using Auto Processing
• Understanding Direct Processing
• Using Direct Processing with Ship Request Process Pages
• Using Direct Processing with the Fulfillment Workbench
• Using Direct Processing with EIPs
• Processing Transaction Requests

Recording Accounting Transactions

• Reviewing the Cost Flow Process
• Creating Accounting Transactions

Replenishing Stock

• Describing the Replenishment Process
• Setting Up Replenishment Options
• Performing the Replenishment Process

Counting Inventory Stock

• Describing the Physical Counting Process
• Setting Up Utilization Types for Cycle Counts
• Setting Up Counting Events
• Performing Counting Events

Transferring Stock Between Business Units

• Setting Up Basic Parameters for Interunit Transfers
• Setting Up Transfer Pricing
• Performing Interunit Transfers
• Describing Interunit Expense Issues

Managing Par Locations

• Describing the Par Location Process
• Setting Up Par Location Options
• Replenishing Par Locations
• Maintaining Par Locations
• Describing Material Usage