PeopleSoft Enterprise Inventory Management

Oracle Confidential 1

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?

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



Fulfillment

•Architecture

•MSR

•Shortages & Backorders

•Reservations

•Picking & Shipping

Fulfillment Architecture:– Data Model/Table Changes– State Processing– Technology Changes

Cobol AE

Inventory 8.9 Fulfillment

8.8 Fulfillment Tables and States

Order Entry

Reserve/ Promise Material

Allocate/ Pick/ Out to WMS

Picking Feedback

Confirm Shipping Deplete

Demand_INF_INV Demand_INV Ship_INF_INV

States

1 3 4 5 62

Unfulfilled Releasable ShippedReleased Picked/Confirmed

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

Oracle Confidential

8.9 Fulfillment Table and States

Order Entry

Reserve/ Promise Material

Allocate/ Pick/ Out to WMS

Picking Feedback

Confirm Shipping Deplete

IN_Demand

States

1 3 4 5 62

Unfulfilled Releasable ShippedReleased Picked/Confirmed

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

Inventory 8.9 Fulfillment

Oracle Confidential



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

Fulfillment

•Architecture

•MSR


•Reservations




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

Fulfillment

•Architecture

•MSR


•Reservations




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

Fulfillment

•Architecture

•MSR


•Reservations




Fulfillment

•Architecture

•MSR


•Reservations


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


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

Fulfillment

•Architecture

•MSR


•Reservations




Shortage Workbench

Fair Share Allocation


Fulfillment

•Architecture

•MSR


•Reservations



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


Reservation Rules – Line Level

Fulfillment

•Architecture

•MSR


•Reservations


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)


Reservation Rules – Order Level

Fulfillment

•Architecture

•MSR


•Reservations


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


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

Fulfillment

•Architecture

•MSR

•Reservations





What is Pegging…

…The linking of demand and supply with a specific date and quantity

Pegging



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…



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

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…

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

VMI

•Definitions

•Foundation

•Processing



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

Misc. Changes

•GTIN

•ATP

•Cobol AE

•FAN Navigation

•Replenishment


9.0 Inventory Enhancements

Kitting Enhancements

Inventory Fulfillment Changes

Asset Lifecycle Management (ALM) Interface Enhancements


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.


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


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


AQ&

Documents

PeopleSoft Enterprise Inventory Management