PeopleSoft Inventory Rel 9.2

Transcription

1 PeopleSoft Inventory Rel 9.2 Duration: 4 Days What you will learn Training for PeopleSoft Inventory Rel 9.2 through Update Image 14 focuses on implementation considerations for PeopleSoft Inventory. Gain experience setting up item definitions & stocking material, maintaining warehouse stock, fulfilling demand, managing shipments, recording costs for inventory transactions, replenishing stock, counting inventory stock, transferring stock, and managing par locations. Learn To: Set up your inventory system. Receive stock into PeopleSoft Inventory. Perform inventory maintenance. Ship stock using demand fulfillment. Perform counts of inventory stock. Transfer stock between business units. Benefits to You Investing in this course will teach you how to use the major features of PeopleSoft Inventory, which you can apply and build on when you return to your own business environment. Learn to use the Supply/Demand WorkCenter and Dashboard to better organize your workload and save valuable time and energy. Activities throughout the course provide step-by-step examples that simulate scenarios in businesses like yours. Manage & Report Inventory Stock Expert Oracle University instructors will also teach you how to efficiently manage and accurately report on inventory stock. You'll participate in plenty of hands-on exercises that help you discover how to design an inventory management structure and keep track of inventory movement. Audience End Users Functional Implementer Related Training Required Prerequisites Have a basic knowledge of inventory management Run processes and reports Understand basic navigation and PeopleSoft concepts

2 Use control tables to enforce business rules Intro to PeopleSoft for FMS and SCM Course Objectives Describe the physical counting process Describe par location options Using PeopleSoft Cost Management Maintaining item definitions Identify the basic features and functions of PeopleSoft Inventory Define PeopleSoft Inventory setup Describe the stocking process Describe inventory maintenance options Describe demand fulfillment Transferring stock Describe the replenishment process Course Topics Business Process Overview Describing Business Processes That Include PeopleSoft Inventory Describing PeopleSoft Inventory Features and Functions Describing PeopleSoft Inventory Integration Points within PeopleSoft 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

3 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 Inventory 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

4 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 Undo Fulfillment Feature Using the Deplete on Hand Quantity Requests Process Generating Shipping Documents 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

5 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 Mobile Inventory Management Describing the Par Location Process Setting Up Par Location Options Replenishing Par Locations Maintaining Par Locations