PeopleSoft Inventory (IN1)

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CUSTOMER RESOURCE CENTER

PeopleSoft Inventory (IN1)

Presented by Jocelyn Milla | February/March 2016

FOR APRIL 1,

2016

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CUSTOMER RESOURCE CENTER

Objectives

▪ Explain how Inventory works in PeopleSoft

▪ Create and manage items

▪ Fulfill orders: print the pick plan, process and confirm picking, print the packing slip

▪ Manage return materials

▪ Create, manage, and review replenishment requests

▪ Putaway

▪ Manage inventory

▪ Run reports and use inquiry screens

3 BY THE END OF THE COURSE,

YOU WILL BE ABLE TO: IN1: INVENTORY

This class is 2 days.

It covers complete

management of warehouse items. It is for employees responsible for direct control and maintenance of

warehouse items as well as members of the Purchasing Dept.

NOTE: Staff that work in storerooms and warehouses may need to take PO3:

Receiving Goods.

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SCHOOL PRINCIPAL Approve the req

[Worklist]

BATCH JOB (EVERY 60 MIN)

Material Stock Request creates the

stock order.

[Quick Source Requisitions]

BATCH JOB (EVERY 60 MIN)

Reserve Material Process.

[Inventory]

Item Status - Releasable

WAREHOUSE Pull the stock from

the shelf WAREHOUSE

Process & Confirm Pick Plan [Inventory]

Confirmed WAREHOUSE

Print Packing Slip [Inventory]

Depleted

Batch Job Depletion

SCHOOL WAREHOUSE

WAREHOUSE Enter RMA

[Inventory]

WAREHOUSE Receive RMA

[Inventory]

WAREHOUSE Back to shelf

SITE Receives credit (behind the scenes) SITE

Return item SITE

Create a requisition using the Catalog

link [ePro]

WAREHOUSE Deliver stock

to the site

Start

End

Ordering Items from the Warehouse

Returning Items

WAREHOUSE Print Pick Plan

[Inventory]

Item Status -Released

Batch Job Shipping/Issues

[Inventory]

Shipped

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CUSTOMER RESOURCE CENTER 1. Create a replenishment

request using the Create Replenishment Request page

(Inventory).

2. If necessary, change the quantity or remove line items on

the Manage Replenishment Request page (Inventory).

3. Convert the replenishment request into a requisition using

the Load Requisition page (Purchasing).

4. Budget check the requisition.

•Option 1: Manage Requisition page (ePro)

•Option 2: Add/Update Requisition page (Purchasing)

5. Create a PO. Budget check and dispatch it.

•Option 1: Copy Req to PO page (Purchasing)

•Option 2: PO Auto Sourcing (Purchasing).

6. When you receive the items, create a PO receipt using the

Add/Update Receipt page (Purchasing).

7. A process called “Load Staged Items” will run automatically. This moves the

items to the Inventory pages and the item balance will be

increased.

START HERE

BEFORE YOU BEGIN Is the setup correct?

To ensure that

replenishment processes successfully, be sure to do the following:

• Enter/verify the min/max values for Items

• Enter/verify the default putaway locations

• Check that Items have Suppliers

• Make sure the Standard Price is the current Supplier Price

TROUBLESHOOTING FOR BOX 7

If you look at the inventory and it’s still at “0” or the minimum value, then do these two things:

•Troubleshooting Step #1: Go to Correct Staged Errors page and enter the putaway location.

•Troubleshooting Step #2: Go to the Stockroom Feedback page to confirm the location and putaway plan so it will go to the Inventory pages.

FINISH

When the item(s) at “0” or min value:

ERROR IN BOX 5?

If no PO is created, go to the Sourcing Workbench to find out if there is an error. Typically an error occurs when no Supplier is set up for the item or there are price variances. If there is an error, reset the requisition in the Sourcing Workbench (move from Error status to Approved status).

• Option 1: Modify the item record and re-run the process.

• Option 2: Modify the requisition.

• Option 3: Use Copy Req to PO.

Ordering for the Warehouse (Replenishment)

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Creating Item IDs in the Catalog

A. Add Items in the SETID level

[Define Items]

• Create a new item in the SetID

(district level) in order to use the item in the

multiple PeopleSoft applications, including Inventory,

Purchasing, and eProcurement.

• Enter Description, Status, Inventory Item, Category Code, Family.

• Assign a Supplier ID.

• Assign a Unit of Measure (UOM).

B. Add Items in the BUSINESS

UNIT Level

• Items are initially created in the SetID (district level) and then they are defined at the business unit level

(warehouse).

• Define the basic business unit item attributes such as the item’s cost element and define item replenishment attributes.

C. Define Default Putaway Location

• You can assign or update default putaway locations for an item. The putaway location is the area in your warehouse facility where you will physically store the item.

D. Define Picking Location

• You can assign an item to a fixed picking location to ensure that it will be picked from the same storage location.

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CUSTOMER RESOURCE CENTER

Stores Fulfillment

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Stores Fulfillment

▪ Step 1 Print Pick Plan

– On Demand – Schedule

▪ Step 2 Confirm Picking

▪ Step 3 Print Pack Slip

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CUSTOMER RESOURCE CENTER

9 http://crc.sdcoe.net

PLEASE FIND YOUR LOGIN SLIP.

Let’s log into the Training database.

Click

Links.

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Activity 1

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CUSTOMER RESOURCE CENTER

Return Material Authorization

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Return Material Authorization

▪ Create the RMA

▪ Receive the RMA

▪ Run the report

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CUSTOMER RESOURCE CENTER

Activity 2

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Find Existing Items

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CUSTOMER RESOURCE CENTER

Activity 3

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Create and Update Items

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CUSTOMER RESOURCE CENTER

Activity 4 and 5

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Replenishment Requests

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CUSTOMER RESOURCE CENTER

Activity 6

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Manage Inventory

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CUSTOMER RESOURCE CENTER

Inquiry and Reports

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Objectives

▪ Explain how Inventory works in PeopleSoft

▪ Create and manage items

▪ Fulfill orders: print the pick plan, process and confirm picking, print the packing slip