Transcript (PPT, Unknown) - Source to Settlement PeopleSoft User
PeopleSoft Enterprise Inventory Management
8.9 and 9.0 Enhancements Oracle Confidential 1
8.9 Inventory Enhancements
Fulfillment Enhancements
Pegging
Vendor Managed Inventory
Asset Lifecycle Management Interface
Other Miscellaneous Enhancements Oracle Confidential 2
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
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Shortage Backorder Handling
Rigid Backorder / Cancel Handling in Reservations
Multiple Demand Lines Due to Repeated Backordering
–
Technical Issues
Multiple Demand Tables
COBOL Oracle Confidential 3
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 4
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 1 Unfulfilled
Order Entry sets state to unfulfilled
States 2 Releasable
Reservations sets state to releasable. Order Entry sets for non soft reserved
3 Released
Pick Plan, Ship order release (WMS), Pick extract file, and allocation process set Released State
4 Picked/ Confirmed
Online & Batch pick w/ confirm & ship notifications w/ confirm
5 Shipped 6 Depleted
Ship Issues & Background shipping request Deplete request or added to ship request
Oracle Confidential
Inventory 8.9 Fulfillment
8.9
Fulfillment Table and States
Order Entry Reserve/ Promise Material Allocate/ Pick/ Out to WMS Picking Feedback Confirm Shipping Deplete IN_Demand 1 Unfulfilled
Order Entry sets state to unfulfilled
States 2 Releasable
Reservations sets state to releasable. Order Entry sets for non soft reserved
3 Released
Pick Plan, Ship order release (WMS), Pick extract file, and allocation process set Released State
4 Picked/ Confirmed
Online & Batch pick w/ confirm & ship notifications w/ confirm
5 Shipped 6 Depleted
Ship Issues & Background shipping request Deplete request or added to ship request
Oracle Confidential
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
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“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 7
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
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Default ordering UOM can be used Oracle Confidential 8
Inventory Management 8.9
Fulfillment
• Architecture • MSR •
Shortages & Backorders
• Reservations • Picking & Shipping
Shortages & Backorders
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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 9
Inventory Management 8.9
Fulfillment
• Architecture • MSR •
Shortages & Backorders
•
Reservations
• Picking & Shipping
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 Oracle Confidential 10
Inventory Management 8.9
Fulfillment
• Architecture • MSR •
Shortages & Backorders
• Reservations • Picking & Shipping
Shortage Workbench
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Shortage workbench – ‘one stop shop’ for viewing and acting on shortages
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Allow Item or Order level view of shortages with ability to switch between views
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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 11
Shortage Workbench Oracle Confidential Fair Share Allocation 12
Inventory Management 8.9
Fulfillment
• Architecture • MSR • Shortages & Backorders •
Reservations
• Picking & Shipping
Reservations
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Line & Order Level Reservation Rules
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On-line Reservation
A new program to perform on-line reservations from order entry points
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Non-soft items
Option to Skip “Unfulfilled” State going directly to “Releasable”
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Release Kit Multiples
Release downstream only multiples of Kits Oracle Confidential 13
Reservation Rules – Line Level
Fulfillment
• Architecture • MSR • Shortages & Backorders • Reservations • Picking & Shipping
Percentage and static values
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“criteria met” if > 90 % of line is reserved Date based criteria
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“criteria met” if today’s date > Ship date – 2 days
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Choice of dates : Ship date , Early ship date , Late ship date + or – a number of days Multiple Rules
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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
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Notification , Set ‘reserve criteria met’ , ‘Do not make reservation’ (will not tie up inventory) Oracle Confidential 14
Reservation Rules – Order Level
Fulfillment
• Architecture • MSR • Shortages & Backorders •
Reservations
• Picking & Shipping
Percentage Fill
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Ex. “Set to releasable” when Percentage fill is greater than 90% based on lines or units.
Weight
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Ex. if order weight is 90% or greater of requested weight or a static value.
Volume
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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
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Notify and/or “Set to releasable” when criteria is met Oracle Confidential 15
Inventory Management 8.9
Fulfillment
• Architecture • MSR • Reservations • Shortages & Backorders •
Picking & Shipping
Picking and Shipping
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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 16
Inventory Management 8.9
Pegging What is Pegging… …The linking of demand and supply with a specific date and quantity Oracle Confidential 17
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
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Manual pegging of demand and supply
Pegging Inquiry
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Can be called from Demand/Supply functions
Reports
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Exception report dates,QOH,etc… Oracle Confidential 18
Inventory Management 8.9
VMI
•
Definitions
• Foundation • Processing
Definitions
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Supplier Managed: Consigned
Material in your warehouse, owned by your supplier (8.0)
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Vendor Managed: Consigned
Material at your customer, owned by you, managed by you
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Vendor Managed: Non-Consigned
Material at your customer, owned by the customer, managed by you Oracle Confidential 19
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 ship-to – defaults from 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…
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
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Send Order Acknowledgement (855) when order is created & reserved Oracle Confidential 23
Inventory Management 8.9
Misc. Changes
• GTIN • ATP • Cobol AE • FAN Navigation • Replenishment
GTIN
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RFID, Partner Integration
ATP Changes
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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
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Reorder qty option at item level
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Include open demand within time fence Oracle Confidential 25
9.0 Inventory Enhancements
Kitting Enhancements
Inventory Fulfillment Changes
Asset Lifecycle Management (ALM) Interface Enhancements Oracle Confidential 26
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 27
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 28
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 29
Oracle Confidential 30