1 / 27

PeopleSoft Enterprise Inventory Management

PeopleSoft Enterprise Inventory Management. 8.9 and 9.0 Enhancements. 8.9 Inventory Enhancements. Fulfillment Enhancements Pegging Vendor Managed Inventory Asset Lifecycle Management Interface Other Miscellaneous Enhancements. Inventory Management 8.9. Fulfillment Why are we doing this?.

norm
Download Presentation

PeopleSoft Enterprise Inventory Management

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. PeopleSoft Enterprise Inventory Management 8.9 and 9.0 Enhancements Oracle Confidential

  2. 8.9 Inventory Enhancements • Fulfillment Enhancements • Pegging • Vendor Managed Inventory • Asset Lifecycle Management Interface • Other Miscellaneous Enhancements Oracle Confidential

  3. Inventory Management 8.9 • Fulfillment • Why are we doing this? • Pain Points/Key Issues • Rigid “Step by Step” Processing • Batch vs. On-Line • Multiple Steps for Single Function • Shortage Backorder Handling • Rigid Backorder / Cancel Handling in Reservations • Multiple Demand Lines Due to Repeated Backordering • Technical Issues • Multiple Demand Tables • COBOL Oracle Confidential

  4. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Fulfillment Architecture: • Data Model/Table Changes • State Processing • Technology Changes • Cobol  AE Oracle Confidential

  5. Order Entry Reserve/ Promise Material Allocate/ Pick/ Out to WMS Picking Feedback Confirm Shipping Deplete Demand_INF_INV Demand_INV Ship_INF_INV 1 2 3 4 5 6 Unfulfilled Releasable Released Picked/ Confirmed Shipped Depleted Order Entry sets state to unfulfilled Reservations sets state to releasable. Order Entry sets for non-soft reserved Pick Plan, Ship order release (WMS), Pick extract file, and allocation process set Released State Online & Batch pick w/ confirm & ship notifications w/ confirm Ship Issues & Background shipping request Deplete request or added to ship request States Inventory 8.9 Fulfillment 8.8 Fulfillment Tables and States Oracle Confidential

  6. Inventory 8.9 Fulfillment Order Entry Reserve/ Promise Material Allocate/ Pick/ Out to WMS Picking Feedback Confirm Shipping Deplete IN_Demand 1 2 3 4 5 6 Unfulfilled Releasable Released Picked/ Confirmed Shipped Depleted Order Entry sets state to unfulfilled Reservations sets state to releasable. Order Entry sets for non-soft reserved Pick Plan, Ship order release (WMS), Pick extract file, and allocation process set Released State Online & Batch pick w/ confirm & ship notifications w/ confirm Ship Issues & Background shipping request Deplete request or added to ship request States 8.9 Fulfillment Table and States Oracle Confidential

  7. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Direct processing • No need to run prerequisite processes • Reserve • Release Orders (Run Pick Plan) • Pick & Ship • Auto processing • “Unit of work” passed to next step only if it passes rules of previous step • Auto Reserve • Auto Release • Auto Pick/Confirm • Auto Ship • Auto Deplete Oracle Confidential

  8. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Material Stock Request • Reaction to data model changes • Created to any “state” • Ex. Create MSR and a pick ticket will print • Ex. Create MSR and get feedback whether it was reserved or not online • Reservations not required for non-soft reserved orders • Use of new reservations rules from MSR • Default ordering UOM can be used Oracle Confidential

  9. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Shortages & Backorders • User established backorder rules • Notification of shortages and backorders • Manual backorder capability • Separate Order Release and Shipping backorder rules • Ability to push shortages downstream • Shortage workbench • Visibility of shortages and backorders on pick plan and shipping docs Oracle Confidential

  10. Inventory Management 8.9 • Backorder Rules • Create backorder • Backorder criteria on Cancel • Only Cancel backorder if shortage < X % or static value • Manual backorder decision • Hold line and notify user or role • Allow shortage • Do not create a backorder at Release time allow shortage to flow downstream • Notification ability – ability to notify user or role of any of the actions • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping Oracle Confidential

  11. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Shortage Workbench • Shortage workbench – ‘one stop shop’ for viewing and acting on shortages • Allow Item or Order level view of shortages with ability to switch between views • Actions include Create backorder, cancel backorder, ‘Steal’ from another line (Unreserve / Reserve) , Fair Share Reservations, De-Allocate, Item availability inquiry, Peg to incoming supply Oracle Confidential

  12. Fair Share Allocation Shortage Workbench Oracle Confidential

  13. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Reservations • Line & Order Level Reservation Rules • On-line Reservation • A new program to perform on-line reservations from order entry points • Non-soft items • Option to Skip “Unfulfilled” State going directly to “Releasable” • Release Kit Multiples • Release downstream only multiples of Kits Oracle Confidential

  14. Reservation Rules – Line Level • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping • Percentage and static values • “criteria met” if > 90 % of line is reserved • Date based criteria • “criteria met” if today’s date > Ship date – 2 days • Choice of dates : Ship date , Early ship date , Late ship date + or – a number of days • Multiple Rules • And/or relationships • “criteria met” if percentage > 90% and today’s date > Early ship date OR release if today’s date > Ship date + 2 days • Multiple actions • Notification , Set ‘reserve criteria met’ , ‘Do not make reservation’ (will not tie up inventory) Oracle Confidential

  15. Reservation Rules – Order Level • Percentage Fill • Ex. “Set to releasable” when Percentage fill is greater than 90% based on lines or units. • Weight • Ex. if order weight is 90% or greater of requested weight or a static value. • Volume • Ex. if order volume is 90% or greater of requested volume or a static value. • Multiple Rules • And/or relationships • “Set to releasable” if order volume > 90% of requested volume OR order weight is >90% of unit weight AND percentage fill is greater than 75%. • Multiple Actions • Notify and/or “Set to releasable” when criteria is met • Fulfillment • Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping Oracle Confidential

  16. Inventory Management 8.9 • Fulfillment • Architecture • MSR • Reservations • Shortages & Backorders • Picking & Shipping • Picking and Shipping • New Order Release Process: Separated allocations processing from Pick Plan Print • Option to assign Pick Plan ID at breaks in sort keys (Example, each new order gets a new Pick Plan ID) • Show shortages and backorders on pick plan • Override picking rules at order release time • Rewrite Picking Feedback and Confirmations COBOL • Ship & Deplete from Picking Feedback Page • Many enhancements to Background Shipping Process Oracle Confidential

  17. Inventory Management 8.9 Pegging What is Pegging… …The linking of demand and supply with a specific date and quantity Oracle Confidential

  18. Inventory Management 8.9 Pegging • Demand Side • Sales Order- Alternate Sources of Supply • MSR, Inter-Unit Transfer Requests • Putaway - Automatic reservation and optional hard allocation at putaway time • Fulfillment - Picking looks at pegging location • Supply Side • Peg from Requisition, PO, and PID • Pegging info on expected receipts report • Visibility on receiving and MFG functions • Pegging Workbench • Manual pegging of demand and supply • Pegging Inquiry • Can be called from Demand/Supply functions • Reports • Exception report - dates,QOH,etc… Oracle Confidential

  19. Inventory Management 8.9 • VMI • Definitions • Foundation • Processing • Definitions • Supplier Managed: Consigned • Material in your warehouse, owned by your supplier (8.0) • Vendor Managed: Consigned • Material at your customer, owned by you, managed by you • Vendor Managed: Non-Consigned • Material at your customer, owned by the customer, managed by you Oracle Confidential

  20. Inventory Management 8.9 • VMI • Definitions • Foundation • Processing • Foundation • New VMI BU • Storage Locations • Associated to a ship-to customer • Replenishment attributes, owned/non-owned – defaults from ship-to • Ship-to attributes: • Replenishment settings, flags, etc… • Sold-to attributes: • Replenishment grouping options, flags, etc… • Replenishment at item/ship to level • New VMI Replenishment setup page, item set up attributes, etc…

  21. Inventory Management 8.9 • VMI • Definitions • Foundation • Processing • Processing • Receive item balances • POS, EDI 852, receipts, adjustments, customer information • Create Billing-Only order • Calculate VMI replenishment parameters • Create VMI replenishment request • Send Order Acknowledgement (855) when order is created & reserved Oracle Confidential

  22. Inventory Management 8.9 • Misc. Changes • GTIN • ATP • Cobol  AE • FAN Navigation • Replenishment • GTIN • RFID, Partner Integration • ATP Changes • Will look at planned Orders as supply source • Cobol written to AE: • Replenishment parameter calculation • Historical lead time calculation • Calculate PAR average usage • Replenishment Enhancements • Reorder qty option at item level • Include open demand within time fence Oracle Confidential

  23. 9.0 Inventory Enhancements • Kitting Enhancements • Inventory Fulfillment Changes • Asset Lifecycle Management (ALM) Interface Enhancements Oracle Confidential

  24. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle Confidential

  25. Inventory 9.0 - Kitting Enhancements • Ability to order a kit on a MSR • Provide optional tools to perform kit re-explosion prior to or at Reservations • Changes to Shortage, Pegging, and Fulfillment Workbenches to support kit parent visibility • Provide parent/child visibility at picking feedback via a "Kit Display Page" • Modify Existing fulfillment inquiries to support kit parent visibility Oracle Confidential

  26. Inventory 9.0 - Fulfillment Changes • Allow the printing of shipping documents from any point in the Fulfillment process • Assignment of ship id from different points in the fulfillment process • Auto-create Bill of Lading • New Batch Reservations report Oracle Confidential

  27. Q & A Oracle Confidential

More Related