PeopleSoft - Course Details

IR91 Inventory Rel 9.1

PeopleSoft Course Description:
In this course, you learn to efficiently manage and accurately report on inventory stock. The course provides plenty of hands-on exercises to discover how to design an inventory management structure and keep track of inventory movement.
PeopleSoft Course Duration:
4 Days Training
PeopleSoft Course Target Audience:
End Users,Functional Implementer
PeopleSoft Course Prerequisite:
Use of control tables to enforce business rules,Understanding of basic navigation and PeopleSoft concepts.Able to run processes and reports,Understanding basic navigation and PeopleSoft concepts,Basic knowledge of inventory management
Course Content:
Business Process Overview
  • Describing Business Processes That Include PeopleSoft Inventory
  • Describing PeopleSoft Inventory Features and Functions
  • Describing PeopleSoft Inventory Integration Points within PeopleSoft
  • Describing Sources of Information about PeopleSoft Inventory
Setting Up Basic Options
  • Setting Up Installation Options
  • Setting Up Common Definitions
  • Using the Events and Notifications Framework
Setting Up Inventory Business Units
  • Describing PeopleSoft Business Units
  • Classifying PeopleSoft Inventory Business Units
  • Setting Up PeopleSoft Inventory Business Units
  • Setting Up Business Unit Closure Calendars
Setting Up Inventory Facilities
  • Describing the Structure of Inventory Facilities
  • Setting Up Material Storage Locations (MSLs)
  • Describing Storage Zones
Setting Up PeopleSoft Cost Management
  • Describing the Cost Flow
  • Setting Up the Cost Structure
  • Setting Up Transaction Accounting Rules
  • Describing PeopleSoft Cost Management Processes
Setting Up Inventory Items
  • Setting Up Item Control Options
  • Setting Up Items
  • Setting Up Items for a Business Unit
  • Using Item Templates
  • Loading and Copying Items
  • Performing Item Maintenance
Stocking Material (Putaway)
  • Describing Putaway Options
  • Setting Up Putaway Options
  • Performing the Multi-Step Putaway Process
  • Viewing Inventory Balances
  • Performing an Express Putaway
  • Receiving Items from PeopleSoft Purchasing
Maintaining Inventory
  • Maintaining Lot-Controlled Items
  • Maintaining Storage Containers
  • Maintaining Item Status
  • Performing Inventory Adjustments
  • Performing Inventory Transfers
  • Analyzing Inventory
Setting Up Demand Fulfillment
  • Describing Sources of Demand
  • Describing Demand Line States
  • Describing Demand Fulfillment Methods
  • Setting Up Demand Fulfillment Options for the Business Unit
  • Setting Up Demand Fulfillment Options for Individual Items
Creating Stock Requests
  • Understanding Orders in Demand Fulfillment
  • Creating Material Stock Requests
  • Creating Material Stock Requests from a Third-Party System
  • Managing Material Stock Requests
Reserving Stock for Shipment
  • Discussing Reservation Terminology
  • Describing Reservation Options
  • Setting Up Reservation and Backorder Rules
  • Using the Reserve Materials Process
  • Using the Online Reservation Process
  • Pre-Allocating Demand
  • Using the Shortage Workbench
Picking Stock for Shipment
  • Describing Order Release and Picking Options
  • Using the Order Release Request Process
  • Using the Picking Feedback and Confirmations
Shipping Stock
  • Describing Shipping Options
  • Using the Shipping/Issues Component
  • Using the Express Issue Component
  • Using the Deplete On Hand Quantity Requests Process
  • Describing Shipping Documents
Using Auto and Direct Processing in Demand Fulfillment
  • Utilizing Direct and Auto Processing
  • Using Auto Processing
  • Understanding Direct Processing
  • Using Direct Processing with Ship Request Process Pages
  • Using Direct Processing with the Fulfillment Workbench
  • Using Direct Processing with EIPs
  • Processing Transaction Requests
Using Advanced Features in Demand Fulfillment
  • Deferring Depletions
  • Using the Undo Fulfillment Feature
  • Using the Delivery Management Feature
  • Receiving Freight Calculations from Third-Party Providers
Recording Accounting Transactions
  • Reviewing the Cost Flow Process
  • Creating Accounting Transactions
Replenishing Stock
  • Describing the Replenishment Process
  • Setting Up Replenishment Options
  • Performing the Replenishment Process
Counting Inventory Stock
  • Describing the Physical Counting Process
  • Setting Up Utilization Types for Cycle Counts
  • Setting Up Counting Events
  • Performing Counting Events
Transferring Stock Between Business Units
  • Setting Up Basic Parameters for Interunit Transfers
  • Setting Up Transfer Pricing
  • Performing Interunit Transfers
  • Describing Interunit Expense Issues
Managing Par Locations
  • Describing the Par Location Process
  • Setting Up Par Location Options
  • Replenishing Par Locations
  • Maintaining Par Locations
  • Describing Material Usage