Inventory Rel 9. Duration: 4 Days

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1 Oracle University Contact Us: Inventory Rel 9 Duration: 4 Days What you will learn Oracle's PeopleSoft Inventory release 9.0 training course is an excellent introduction to the features and functions of the PeopleSoft Enterprise Inventory system. Learn how to set up basic options for all of the major features of PeopleSoft Inventory, including, creating inventory item definitions and constructing inventory business units to reflect the structure of your warehouses or other storage locations. You learn the basics of how to setup and use the PeopleSoft Cost Management system to properly record your inventory costs and create accurate accounting entries. This course guides you through the setup and use of all major inventory transactions, including; stocking inventory into your warehouse (putaway), tracking warehouse movement, adjusting stock levels, calculating replenishment quantities, transferring stock between warehouses, and conducting a physical count of stock. This course teaches you how to design the shipping processes of PeopleSoft Inventory (demand fulfillment) to match the physical shipping processes within your organization. Using the fulfillment engine, PeopleSoft Inventory provides every option from express shipment methods to detailed shipping steps used to reserve, pick, pack, and ship stock. In addition, this course covers the use of par locations and managing your stock that is stored at a customer s location. The lesson on pegging discusses the use of peg chains to link incoming supply to outgoing orders. This course also gives an overview of enterprise integration points that enable PeopleSoft to transmit and receive data from an external source. Learn To: Setup and replenish stock Setup and create pegging transactions from PeopleSoft Inventory Setup and use par locations Setup and create demand fulfillment transactions Setup and stock materials (putway Create the structure of your inventory system Audience Functional Implementer Project Manager Related Training Required Prerequisites Intro to PS for FMS and SCM Understanding of basic PeopleSoft navigation Understanding of the use of control tables to enforce business rules Suggested Prerequisites Copyright 2012, Oracle. All rights reserved. Page 1

2 A basic knowledge of inventory management Able to run processes and reports in PeopleSoft Course Objectives Define PeopleSoft Inventory setup Describe the stocking process Describe inventory maintenance options Describe the demand fulfillment process Describe the replenishment process Understand interunit transfers Understand order pegging Identify the basic features of PeopleSoft Inventory Describe vendor managed inventory Describe the physical counting process Describe par location options Describe enterprise integration points Course Topics Understanding PeopleSoft Inventory Describing Business Processes that Include PeopleSoft Inventory Understanding Inventory Features and Functions Understanding Inventory Integrations Points Within PeopleSoft Setting Up PeopleSoft Inventory Business Units Defining Installation Options and Other Common Definitions Setting Up the Message Dashboard Defining and Classifying PeopleSoft Inventory Business Units Using Business Unit Closure Calendars Setting Up Inventory Facilities Describing the Structure of Inventory Facilities Setting up Material Storage Locations (MSLs) Setting Up PeopleSoft Cost Management Understanding the Cost Flow Copyright 2012, Oracle. All rights reserved. Page 2

3 Setting up the Cost Structure Using Transaction Accounting Rules Describing PeopleSoft Cost Management Processes Describing Intraunit Processing Setting Up Inventory Items Using Item Control Options Setting Up Items at the SetID Level Setting Up Items at the Business Unit Level Using the Item Loader Process Copying Items Stocking Material (Putaway) Describing and Setting Up Putaway Options Performing the Multi-step Putaway Process Performing an Express Putaway Maintaining Inventory Stock Within a Business Unit Maintaining Lot-Controlled Items Maintaining Storage Containers Maintaining Inventory Status Performing Inventory Adjustments Performing Inventory Transfers Analyzing Inventory Levels Understanding Demand Fulfillment (Shipping Stock) Describing Sources of Demand Describing Demand Line States Understanding Demand Fulfillment Methods Creating Stock Requests (Orders) Setting Up Options for Stock Requests Creating Material Stock Requests Working with Product Kits on a Material Stock Request Managing Material Stock Requests Using Direct Processing to Fulfill Demand Describing Direct Processing Using the Fulfillment Workbench Using Inbound Service Operations Processing Transaction Requests Reserving Stock for Shipment Describing Auto Processing Discussing Reservation Terminology Setting Up Reservation Options Setting Up Reservation and Backorder Rules Re-Exploding Product Kits Using the Reserve Materials Process Using the Online Reservation Process Using the Shortage Workbench Copyright 2012, Oracle. All rights reserved. Page 3

4 Picking Stock for Shipment Understanding Order Release and Picking Options Using the Order Release Process Using Picking Feedback and Confirmations Using the Fulfillment Workbench Using Service Operations Shipping Stock Describing Shipping Options Packing Stock Using the Shipping/Issues Component Using the Express Issue Component Using the Shipping Request Process Using the Deplete On Hand Quantity Request Process Generating Shipping Documents Describing Additional Shipping Features Using the Fulfillment Engine Describing the Fulfillment Engine Describing the Structure of a Transaction Request Setting Up Fulfillment Engine Options Recording Accounting Transactions Creating Accounting Transactions Replenishing Stock Describing the Replenishment Process Setting Up Replenishment Options Performing the Replenishment Process Transferring Stock Between Business Units Describing Interunit Transfer Types and Methods Setting Up and Performing Interunit Transfers Performing Shipment-on-Behalf-of Transactions Using Interunit Expense Issues Pegging Stock Describing Pegging Setting Up Pegging Options Pegging Stock in PeopleSoft Inventory Receiving Pegged Stock Using Vendor Managed Inventory Describing the Vendor Managed Inventory Business Process Setting Up Vendor Managed Inventory Performing Vendor Managed Inventory Transactions Counting Inventory Stock Describing the Physical Counting Process Setting Up for Counts Performing Counting Events Copyright 2012, Oracle. All rights reserved. Page 4

5 Managing Par Locations Describing the Par Location Process Setting Up Par Location Options Replenishing Par Locations Understanding Mobile Counting Maintaining Par Locations Describing Material Usage Describing Inbound and Outbound Data with PeopleSoft Describing the Inbound Data Process Describing the Outbound Data Process Describing the EDI Process Flow Describing the Electronic Data Collection Process Flow Describing Integration with Warehouse Management Systems Describing Integration with Transportation Management Systems Copyright 2012, Oracle. All rights reserved. Page 5

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