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DISTRICT WIDE APPLICATIONS
DISTRICT WIDE APPLICATIONS

Inventory

PeopleSoft Training—Financials October 2003

DWA Project

Inventory

Table of Contents

CHAPTER 1—INVENTORY ITEMS

4

ADD/MAINTAIN INVENTORY ITEMS

4

ADDING ONLY UNIQUE ITEMS TO INVENTORY

5

DEMONSTRATION—SEARCHING FOR EXISTING ITEM RECORDS

6

DEMONSTRATION—ADDING A NEW ITEM RECORD

8

MAINTAINING INVENTORY ITEMS

29

DEMONSTRATION—UPDATE ITEM RECORD

29

CHAPTER 2—MANAGE STOCK

32

REQUEST STOCK FROM WAREHOUSE

32

CANCEL STOCK REQUESTS

32

DEMONSTRATION – CANCELING A STOCK REQUEST

33

MANAGE STOCK ORDERS

37

DEMONSTRATION – MANAGING A STOCK ORDER

37

CHAPTER 3—PUTAWAY PROCESSING

43

RECEIVING SHIPMENTS

43

DEMONSTRATION – RECEIVE SHIPMENTS

44

INSPECT AND PUTAWAY ITEMS

58

DEMONSTRATION – INSPECT AND PUTAWAY ITEMS

58

CHAPTER 4—FULFILLMENT

68

FILL ORDERS

68

DEMONSTRATION FILL ORDERS

69

EXPRESS ISSUE

84

DEMONSTRATION – PROCESSING AN EXPRESS ISSUE

85

CHAPTER 5—REPLENISHMENT

90

REVIEW REPLENISHMENT ORDERS

90

DEMONSTRATION—REVIEW REPLENISHMENT ORDERS

90

RUN THE REPLENISHMENT PROCESS

95

DEMONSTRATION – RUNNING THE REPLENISHMENT PROCESS

96

CHAPTER 6—MANAGE INVENTORY

103

REVIEW INVENTORY BALANCES

103

DEMONSTRATION REVIEWING INVENTORY BALANCES

103

ADJUSTING INVENTORY

105

DEMONSTRATION ADJUST INVENTORY

105

CHAPTER 7—COST ACCOUNTING

108

PROCESS CYCLE COUNTS AND PHYSICAL COUNTS

108

DEMONSTRATION PROCESS CYCLE COUNTS & PHYSICAL COUNTS

108

REVIEW ACCOUNTING ENTRIES

126

DEMONSTRATION – REVIEWING ACCOUNTING INFORMATION

127

CHAPTER 8—INTEGRATION AND INTERFACES

129

INTEGRATION WITH OTHER PEOPLESOFT MODULES

129

FUEL INTERFACES—VEHICLE ADDITIONS

129

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DEMONSTRATION—FUEL INTERFACE—VEHICLE ADDITIONS

130

CHAPTER 9—SUPPORT

133

PEOPLESOFT PEOPLEBOOKS

133

HELP DESK PROCEDURES

133

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Chapter 1—Inventory Items

Add/Maintain Inventory Items

The need to add new Inventory Items or make changes to existing Inventory Items can arise for a variety of reasons, some of which will include:

Changing SDUSD inventory needs

Curriculum updates

Buyer – vendor relationships

Requests from end-users.

After review of the SDUSD business requirement, a determination will be made as to whether a new item will be created or an existing one updated or removed from the system.

Item creation is a multi step process involving more than one department providing input and information. Other departments may be responsible for the creation and definition of an item but it is the responsibility of the Senior Stock Analysis Clerk to further define the item for use in the warehouse.

In this chapter we will first cover how to add and inventory items and then explore how to maintain them in the system.

An Inventory item record is comprised of three parts:

Item Attributes

Purchasing Item Attributes

Business Unit Item Definition

Inventory Items are available for ordering only after all three steps have been completed.

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Adding Only Unique Items to Inventory

When adding a new Item number, care must be taken to assure that the item does not already exist in the database under a similar name. Adding multiple Item records for the same inventory items could result in inaccurate inventory reporting and additional work maintaining inventory items.

To reduce the risk of adding redundant item records, a thorough search must be made of the existing Inventory Items to assure no record already exists. The Item Definition search panel (see below) will be used to search the existing Item records for duplicate entries.

Searches can be made on a variety of fields (used individually or in combination), including; Item ID, Description and Category. Searches can also be performed using a variety of search operators including; begins with, contains, equals, greater than, less than, in and between.

To attempt to identify an existing Item Record, multiple searches should be done using all of the relevant information available about the new item being added.

The steps to add a new item into PeopleSoft are listed below:

1. Determine the Item does not already exist in the database - (Performed by Senior Stock Analysis Clerk)

2. Complete Define Items Attributes - (Performed by Senior Stock Analysis Clerk)

3. Enter Purchase Item Attributes - (Performed by Senior Stock Analysis Clerk)

4. Enter Business Unit Item Definition - (Performed by Senior Stock Analysis Clerk)

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Demonstration—Searching for Existing Item Records

Demonstration—Searching for Existing Item Records We want to add a COMPAQ Laptop Computer as an item

We want to add a COMPAQ Laptop Computer as an item and preface the name with your three initials. So the description will be XXX COMPAQ Laptop Computer, where XXX is replaced with your initials. It is categorized as computer hardware and costs $1329.00 each. We will buy this item from vendor Apple Computer Corp, Vendor short name APPLE-001

Step 1 Navigation: Items Define Items and Attributes Define Items Find an Existing Value

Item Definition

Define Items Find an Existing Value Item Definition Search for the Item. Use some or all

Search for the Item. Use some or all search fields to search for the item in the database.

Search fields can be used individually or in combination to locate a record

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Field Name

Information to Enter

SetID

SDUSD

Item ID

Enter the Item ID or any part of it, if known

Description

Enter the first three letters of the vendor name

Category

Enter Item Category, if known or

Category Enter Item Category, if known or to select from list

to select from list

Enter Item Category, if known or to select from list Use Search criteria to refine your

Use Search criteria to refine your search for a record if you have partial field information.

Search Condition

Criteria Explanation

begins with

Record begins with the included text

contains

Record contains the included text

=

Record equals the included text

not =

Record does not equal the included text

<

Record is less than the included text

<=

Record is less than or equal to the included text

>

Record is greater than the included text

>=

Record is greater than or equal to the included text

between

Record is between the two values included text boxes

in

Record is in the included system value

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Demonstration—Adding a New Item Record

Once you have determined that the Item does not exist in the database, it is time to ADD it.

Step 1 Navigation: Items Define Items and Attributes Define Items Add a New Value

Item Definition

Define Items Add a New Value Item Definition Verify that the SetID is correct and click

Verify that the SetID is correct and click the this new Item.

that the SetID is correct and click the this new Item. button to have PeopleSoft auto

button to have PeopleSoft auto number

The NEXT value in the Item ID field must not be replaced or altered if you want the auto- numbering feature within PeopleSoft to be used.

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General - Common

DWA Project Inventory General - Common The Add Item panel appears containing a series of tabs

The Add Item panel appears containing a series of tabs used to add an item. Start with the General - Common tab and complete the following.

Field Name

Information to Enter

Description

Enter Item description (Remember your initials)

Item Type

Item Type

Standard UOM

Select from the list of valid values

Category

Select from the list of valid values

Cost Profile Group

Select ACTUAL from the list

Current Status

Change to Pending Approval

Item Type will start as Under Initialization.

You must change to Pending Approval prior to

saving the item. This will change its status to Active when you save the record.

Click SAVE.

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Step 2

General - Common

DWA Project Inventory Step 2 General - Common The Current Status is now Active. PeopleSoft assigns

The Current Status is now Active.

PeopleSoft assigns an Item ID to this record at this time.

Click Classifications hyperlink.

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General – Classifications

DWA Project Inventory General – Classifications Enter Hazardous Materials code if materials are environmentally

Enter Hazardous Materials code if materials are environmentally hazardous.

For our example we will NOT load this code.

Click Commons hyperlink to return to General page.

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General - Common

DWA Project Inventory General - Common Click Manufacturers hyperlink. Manufacturer’s Item Enter the following

Click Manufacturers hyperlink.

Manufacturer’s Item

Click Manufacturers hyperlink. Manufacturer’s Item Enter the following information: Field Name Information

Enter the following information:

Field Name

Information to Enter

Sel

Check to select item line

DFLT

Select to specify Preferred Manufacturer

Manufacturer ID

Select Books from list of valid values

Manufacturer’s Item ID

Enter the book’s ISBN number

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Enter ISBN code for all books ordered by SDCS.

Note. For our example we will NOT load this code.

Click CANCEL to return to the General – Common Tab.

General - Common

to return to the General – Common Tab. General - Common Click SAVE to save the

Click SAVE to save the record.

Step 3 Enter the Purchase Item Attributes.

Click the Purchasing Item Attributes hyperlink

(Note: the link is Navigation: Items Define Items and Attributes Purchasing Attributes)

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Purchase Attributes

DWA Project Inventory Purchase Attributes Field Name Information to Enter   Model Enter Model

Field Name

Information to Enter

 

Model

Enter Model Information—if applicable.

Standard Price

Enter standard price of item.

 

Primary Buyer

Enter buyer or click

Primary Buyer Enter buyer or click to search.

to search.

Account

Verify account code.

Click the Purchase Controls Tab or Purchasing Controls hyperlink to review Purchasing Price Tolerances.

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Purchasing Controls

DWA Project Inventory Purchasing Controls The values for the following fi elds will default as follows:

The values for the following fields will default as follows:

Field Name

Information to Review

Unit Price Tolerance- Over/Under

200.00

% Unit Price Tolerance - Over

8.00

% Unit Price Tolerance - Under

80.00

Ext Price Tolerance - Over/Under

200.00

% Ext Price Tolerance - Over

8.00

% Ext Price Tolerance - Under

80.00

If the item is not under contract with SDCS, these values will be accepted. However, it the item is under contract, we will use zero tolerances.

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Purchasing Controls

DWA Project Inventory Purchasing Controls Field Name Information to Review Unit Price Tolerance Review default

Field Name

Information to Review

Unit Price Tolerance

Review default set to zero

%

Unit Price Tolerance

Review default set to zero

Ext Price Tolerance

Review default set to zero

%

Ext Price Tolerance

Review default set to zero

Receiving Required

Receiving Required

Partial Qty

Recvd

If tolerance levels remain at zero you will get warning messages when the page is saved.

Click SAVE / APPLY.

messages when the page is saved. Click SAVE / APPLY. Click OK on warning messages to

Click OK on warning messages to accept Unit Price Over/Under Tolerances Warning.

page is saved. Click SAVE / APPLY. Click OK on warning messages to accept Unit Price

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Click OK on warning messages to accept Extended Unit Price Over/Under Tolerances Warning.

to accept Extended Unit Price Over/Under Tolerances Warning. Click OK on warning messages to accept Unit

Click OK on warning messages to accept Unit Price Over/Under Tolerances Warning.

messages to accept Unit Price Over/Under Tolerances Warning. Click OK on warning messages to accept Percent

Click OK on warning messages to accept Percent Extended Price Over/Under Tolerances Warning.

Purchasing Controls

messages to accept Percent Extended Price Over/Under Tolerances Warning. Purchasing Controls Click BU Attributes . 17

Click BU Attributes.

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BU Specific Attributes

DWA Project Inventory BU Specific Attributes Field Name Information to Enter Business Unit Select SDUSD

Field Name

Information to Enter

Business Unit

Select SDUSD

Accept Any Vendor

Uncheck

Accept Any Vendor Uncheck

Accept Any Ship To

Uncheck

Accept Any Ship To Uncheck

Click OK.

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Purchasing - Controls

DWA Project Inventory Purchasing - Controls Matching Tolerance is set to zero for purch ases under

Matching Tolerance is set to zero for purchases under contract, however, special orders will have tolerances associated with them (8% - $200.00).

Click the Item Vendor Tab.

Item Vendor

special orders will have tolerances associated with them (8% - $200.00). Click the Item Vendor Tab.

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Field Name

Information to Enter

 

Vendor ID

Enter vendor or click

Vendor ID Enter vendor or click to search

to search

Vnd Itm ID

TAG - if over $500.00

 

If the cost of the item is over $500.00, the Vnd Itm ID field is populated with the value TAG. Otherwise it is left blank.

Click SAVE / APPLY.

Step 3 Navigation: Items Define Items and Attributes Define Business Unit Item

Navigation

3 Navigation: Items Define Items and Attributes Define Business Unit Item Navigation Navigation: Add a New

Navigation: Add a New Value

3 Navigation: Items Define Items and Attributes Define Business Unit Item Navigation Navigation: Add a New

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Click ADD.

Define Business Unit – General - Common

Click ADD. Define Business Unit – General - Common Field Name Information to Enter Cost Element

Field Name

Information to Enter

Cost Element

Select value from list of valid values

Default Actual Cost

Enter amount

Click SAVE.

Select Inventory Tab.

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Inventory – Shipping/Handling

DWA Project Inventory Inventory – Shipping/Handling Field Name Information to Enter Ship Via Enter TRUCK or

Field Name

Information to Enter

Ship Via

Enter TRUCK or select from list of valid values

Most items will be delivered to the SDCS sites by truck.

Select the Replenishment hyperlink.

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Inventory - Replenishment

DWA Project Inventory Inventory - Replenishment Field Name Information to Enter Not Included In Replenishment

Field Name

Information to Enter

Not Included In Replenishment

Not Included In Replenishment Uncheck to include item in the

Uncheck to include item in the

replenishment process

Replenish Class

Select class from list of valid values

Reorder Point

Enter quantity level where reordering of stock is necessary

Maximum Quantity

Enter the maximum stocking quantity for the item

Desired Stock-In

Enter the percentage of the time that you want stock on hand for an item

Probability

Reorder Quantity

Enter the static quantity ordered by automated replenishment events

This quantity is subject to vendor’s minimum and maximum ordering rules

Click SAVE.

Select General Tab.

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General - Common

Click Related Links hyperlink. Business Unit Item Page
Click Related Links hyperlink.
Business Unit Item Page

Select the Default Putaway Locations hyperlink.

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Default Putaway Location

DWA Project Inventory Default Putaway Location Field Name Information to Enter Type Select type from list

Field Name

Information to Enter

Type

Select type from list of valid values—normally Owned

Area

Select Area from list of valid values where item will be stored

Lev 1

Select level from list of valid values where item will be stored

Select APPLY – to update record.

Click OK – to return to Business Unit Item Page.

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Business Unit Item Page

DWA Project Inventory Business Unit Item Page Select the Fulfillment Item Setup hyperlink. 26

Select the Fulfillment Item Setup hyperlink.

DWA Project Inventory Business Unit Item Page Select the Fulfillment Item Setup hyperlink. 26

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Select Add a New Value

DWA Project Inventory Select Add a New Value Select ADD. Click APPLY. Click OK. 27

Select ADD.

DWA Project Inventory Select Add a New Value Select ADD. Click APPLY. Click OK. 27

Click APPLY.

Click OK.

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DWA Project Inventory Congratulations! You have just completed this Item record. 28

Congratulations! You have just completed this Item record.

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Maintaining Inventory Items

You can update an item's current status manually, or it can be updated by scheduling a status change on a future date and running the Item Change Update process to apply the change on the appropriate date. The technique that you choose depends on the status change that you want to make and when you want to make it.

The steps to add a new item into PeopleSoft are listed below:

1. Retrieve the Item Record—(Performed by Senior Stock Analysis Clerk).

2. Update Items Record Attributes/Definition—(Performed by Senior Stock Analysis Clerk).

3. Save the Item Record—(Performed by Senior Stock Analysis Clerk).

Demonstration—Update Item Record

In this demonstration, we will make a change to an Item Record on line. The change will be a change to the standard price of the XXX COMPAQ Laptop, Item Number 000000000000000020, from $1329.00 to $1299.00.

Item Number 000000000000000020, from $1329.00 to $1299.00. Step 1 Navigation: Items Define Items and Attributes

Step 1 Navigation: Items Define Items and Attributes Define Items Find an Existing Value

Item Definition

Step 1 Navigation: Items Define Items and Attributes Define Items Find an Existing Value Item Definition

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Search for the Item. Use some or all of the search fields to search for the item in the database.

Field Name

Information to Enter

SetID

SDUSD

Item ID

000000000000000020 or

Item ID 000000000000000020 or to select from list

to select from list

Click SEARCH.

General – Common

or to select from list Click SEARCH . General – Common Select Purchasing Item Attributes hyperlink.

Select Purchasing Item Attributes hyperlink.

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Step 2

Purchasing Attributes

DWA Project Inventory Step 2 Purchasing Attributes Field Name Information to Update Standard Price Update to

Field Name

Information to Update

Standard Price

Update to new price $1299.00

Step 3

Click APPLY.

This Saves the Item record and updates it with the new price.

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Chapter 2—Manage Stock

In this chapter we will review how stock requests are generated and sent to the Inventory area. Stock requests can be generated automatically from PeopleSoft sourcing based on requirements within purchase requisitions.

Request Stock from Warehouse

Requests for stock can come into the warehouse from a variety of sources. Two of the most frequent automated sources of stock requests are:

Quick Sourcer

Auto Sourcing

The Quick Sourcer process creates orders from requisitions by creating a material stock request in an organizations inventory stock when sufficient quantities of the goods exist. If not, Quick Sourcer creates a purchase order to send to the vendor.

Auto Sourcing is a batch process which is scheduled to run several times a day. A Buyer may run the Sourcing process in addition to the schedule. Manually running Auto Sourcing does not affect the scheduled processes.

When a Requester selects an Item from the catalog, the vendor, Buyer, and price information default to the requisition. The Sourcing process automatically builds these requisitions into purchase orders without any attention from a Buyer.

Cancel Stock Requests

Within PeopleSoft you can perform several actions to existing stock requests within the system prior to them being fulfilled. Some of the options include:

Cancel a Stock Request

Apply a Hold to a Stock Request

Release a Hold from a Stock Request

Prior to performing any of these actions you will need to acquire information about the order to easily access it and make the necessary change. The information you should have is stock request order number or source business unit of the stock request in order to to determine which stock request to hold or cancel.

Changes to material stock requests originating from PeopleSoft Purchasing do not update the original requisition in PeopleSoft Purchasing.

The following process will be followed to cancel a stock request

1. Identify which stock request to cancel / hold - (Performed by Senior Stock Analysis Clerk).

2. Cancel the Stock request - (Performed by Senior Stock Analysis Clerk).

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Demonstration – Canceling a Stock Request

Inventory Demonstration – Canceling a Stock Request Step 1 Navigation: Non-System Task Acquire the necessary

Step 1 Navigation: Non-System Task

Acquire the necessary information by order number or source business unit to determine which stock request to hold or cancel.

Step 2 Navigation: Inventory Fulfill Stock Orders Stock Requests Cancel / Hold Stock Requests

Search Page by Business Unit

Cancel / Hold Stock Requests Search Page by Business Unit Step Field Name Information to Enter

Step

Field Name

Information to Enter

2.1

Unit

SDUSD

Click Search hyperlink.

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Selection Page for Orders by Business Unit

Inventory Selection Page for Orders by Business Unit At this point you can type in the

At this point you can type in the Order Number or look it up using the Demand Source and Source Business Unit.

Step

Field Name

Information to Enter

2.2

Demand Source

Accept Default IN

2.3

Source Business Unit

Accept Default SDUSD

2.4

Order Number

Enter Order Number, if known

Click OK to display stock requests available for review.

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Order Lines

Step Field Name Information to Enter 2.5 Cancel Select orders to cancel Click the SAVE
Step
Field Name
Information to Enter
2.5
Cancel
Select orders to cancel
Click the SAVE button to save the cancellation of the entire order. However to review the
order details, choose the Details hyperlink
Saving the cancellation will return the quantity of items back into stock.
Order Line

To see specifics details of the orders. Click Details if necessary.

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Order Details

DWA Project Inventory Order Details To cancel specific line items of a st ock order, select

To cancel specific line items of a stock order, select the Cancel checkbox.

Step

Field Name

Information to Enter

2.6

Cancel

2.6 Cancel Select the line within the order to cancel

Select the line within the order to cancel

Click OK.

Cancel Select the line within the order to cancel Click OK. Click SAVE to save the

Click SAVE to save the line item cancellations.

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Manage Stock Orders

Stock orders can be reviewed to determine a number of attributes associated with the order depending on the specific requirement at the time. In this section we will look at how to track the fulfillment status of each demand line within an order and to confirm the settings of the different options governing parameters

The following process will be followed to review a stock request

1. Identify parameters for stock request - (Performed by Senior Stock Analysis Clerk)

2. Review the status of a specific order - (Performed by Senior Stock Analysis Clerk)

Demonstration – Managing a Stock Order

Analysis Clerk) Demonstration – Managing a Stock Order Step 1 Navigation: Non-System Task Determine which order

Step 1 Navigation: Non-System Task

Determine which order number or source business unit for stock request.

Step 2 Navigation: Inventory Fulfill Stock Orders Review Fulfillment Information Stock Request

Stock Requests

2 Navigation: Inventory Fulfill Stock Orders Review Fulfillment Information Stock Request Stock Requests 37

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Step

Field Name

Information to Enter

2.1

Unit

Accept Default of SDUSD

Click Search hyperlink to bring up the Stock Request Inquiry Selection search panel.

Stock Request Inquiry Selection

Selection search panel. Stock Request Inquiry Selection Step Field Name   Information to Enter  

Step

Field Name

 

Information to Enter

 

2.2

Demand Source

 

IN

2.3

Source Business Unit

 

SDUSD

2.4

Order Number

 

Enter order number or click number

to search for a order

to search for a order

 

--- Additional Optional Search Entries ---

 
 

Item ID

 

Optional - Enter Item ID or Click the Search icon

  Item ID   Optional - Enter Item ID or Click the Search icon
 

From Date

 

Optional - Enter beginning and end date for report or

To Date

Click the

To Date Click the to select a date

to select a date

     

Optional - Select from the drop down list:

 

All

 

Order Status

Backorder

 

Cancelled

 

Pick Batch ID

 

Optional - Enter Pick Batch ID

 

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Next we proceed to the Stock Request page.

Select OK.

Stock Request

we proceed to the Stock Request page. Select OK . Stock Request To see order details

To see order details select Order Details hyperlink.

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Order Details

DWA Project Inventory Order Details Stock Requests To return to the Stock Request Screen click RETURN.
Stock Requests
Stock Requests

To return to the Stock Request Screen click RETURN.

DWA Project Inventory Order Details Stock Requests To return to the Stock Request Screen click RETURN.

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To see picking details select Picking Details hyperlink.

Picking Details

details select Picking Details hyperlink. Picking Details To return to the Stock Page click RETURN. Click
details select Picking Details hyperlink. Picking Details To return to the Stock Page click RETURN. Click

To return to the Stock Page click RETURN.

Picking Details To return to the Stock Page click RETURN. Click Search hyperlink to return to

Click Search hyperlink to return to the Stock Request Inquiry selection page.

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Stock Request Inquiry Selection

DWA Project Inventory Stock Request Inquiry Selection Note: For additional stock request inquiries, complete the Stock

Note: For additional stock request inquiries, complete the Stock Request Inquiry Selection Panel and click the OK button.

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Chapter 3—Putaway Processing

Different environments and stocking situations require different levels of stocking control. PeopleSoft provides three methods of putaway processing:

Multistep putaway provides the tightest control over your stocking processes.

Auto-putaway automates much of the stocking process.

Express putaway enables you to process exceptions to your regular stocking routine.

The Putaway process assigns previously received stock to a specified storage location within the

Inventory business unit. item, as necessary.

The Putaway process can also adjust the location and quantity of the

However, prior to putaway, items must be received and inspected by SDUSD.

Receiving Shipments

In this section, we will discuss receiving goods from vendors. Shipments will be received at a

central location at the Supply Center. Receivers will unload the shipments and record this transaction by entering the receiving data into PeopleSoft.

The receiving data is a key piece of the procurement lifecycle. The Accounts Payable department will be responsible for matching the purchase order, the receipt, and the invoice together. And use this information to determine when, and how much to pay the vendor.

After receiving shipments and recording the receipt into PeopleSoft, receiving personnel will move the goods into the appropriate staging area based on the Site destination.

Receiving personnel will enter the receiving data for the shipments which were unloaded.

The steps include here are:

Picking the Purchase Order

Entering the Receiving Information

Printing the Delivery Detail Report

A Receipt Records captures the receiving data for only one specific vendor. There can be

multiple Purchase Orders and Shipments on a single receipt record, but they must all be for the

same vendor.

More than one purchase order may be received against within a single receipt, as long as the Purchase Orders are for the same vendor.

Partial receipts can also be entered on a receipt.

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The Delivery Detail Report specifies which Sites should receive which goods. Receiving personnel use the Detail Delivery Report to determine which staging areas to move the goods.

The following process will be followed to Receive Shipments

1. Physically Receive Items - (Performed by Stock Clerk)

2. Enter a Receipt - (Performed by Stock Clerk)

3. Process Receipts - (Performed by Stock Clerk)

4. Stage Goods for Delivery - (Performed by Stock Clerk)

5. Print Receiving Delivery Report for the driver - (Performed by Stock Clerk)

Demonstration – Receive Shipments

by Stock Clerk) Demonstration – Receive Shipments In this example we will be receiving a ship

In this example we will be receiving a shipment for Purchase Order number 0000000061 for one Epson SGVA Video Projector, item number 000000000000000006.

Step 1 Navigation: Non-System Task

Receiving personnel or stock clerks will physically receive the shipments from the freight and/or distribution companies at the warehouse and unload the goods onto the receiving dock.

Step 2 Navigation: Purchasing Shipments Maintain Receipts Add a New Value

Click ADD.

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Receiving

DWA Project Inventory Receiving Step 2.1 Field Name PO Receipt Information to Enter Select check box

Step

2.1

Field Name

PO Receipt

Information to Enter

Information to Enter
Step 2.1 Field Name PO Receipt Information to Enter Select check box if Purchase Order Receipt

Select check box if Purchase Order Receipt

Click ADD to add a new Receipt record.

Search by Purchase Order ID

Pick Purchase Order

record. Search by Purchase Order ID Pick Purchase Order Field Name Information to Enter PO ID

Field Name

Information to Enter

PO ID

Enter specific Purchase Order ID, if Known or leave blank to search all Purchase Orders

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Search by Multiple Criteria

Pick Purchase Order

Inventory Search by Multiple Criteria Pick Purchase Order Field Name Information to Enter Days +/- Today

Field Name

Information to Enter

Days +/- Today

Optional - Enter number of days before AND after current date

 

Start Date

Optional - Enter beginning and end date for report or Click the select a date

Optional - Enter beginning and end date for report or Click the select a date

to

End Date

Ship To

Optional - Enter a Ship To leave blank to search all Purchase Orders

Item ID

Optional - Enter Item ID or Click the Search icon

Optional - Enter Item ID or Click the Search icon

Short Name

Optional - Enter Short Name or Click the Search icon

Short Name Optional - Enter Short Name or Click the Search icon

Ship Via

Optional - Enter Ship Via or Click the Search icon

Optional - Enter Ship Via or Click the Search icon

Mfg Itm ID

Optional - Enter Manufacturer Item ID or Click the Search icon

Optional - Enter Manufacturer Item ID or Click the Search icon

Order Quantity

Select ONE of the Following:

- Select to not display the order quantity on the

- Select to not display the order quantity on the

 

Receiving page

- Select to display the ordered quantity on the

- Select to display the ordered quantity on the

 

Receiving page

- Select to display only the remaining, unreceived order quantity on the Receiving page

- Select to display only the remaining, unreceived order quantity on the Receiving page

 

Next we want to display the available purchase orders that meet the search criteria.

Click SEARCH.

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Pick Purchase Order

Step Field Name Information to Enter 2.2 Sel Turn on to receive the selected PO
Step
Field Name
Information to Enter
2.2
Sel
Turn on to receive the selected PO Schedules
Click OK.
Receiving

Click the Optional Input tab.

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Receipt Detail Lines - Optional Input

DWA Project Inventory Receipt Detail Lines - Optional Input If the item has the value TAG

If the item has the value TAG in the Vnd Itm ID field, then process using current procedures for tagged items.

Click the Receipt Lines tab

Receiving

for tagged items. Click the Receipt Lines tab Receiving Step Field Name Information to Enter 2.3

Step

Field Name

Information to Enter

2.3

Receipt Qty

Enter the Quantity Received

Click SAVE.

DWA Project

Inventory

Receiving

PeopleSoft assigns a Receipt number to the Receipt record after the SAVE. Write down your
PeopleSoft assigns a Receipt number to the Receipt record after the SAVE.
Write down your Receipt Number
Click
Print Delivery Report. A new window opens.
Administration

DWA Project

Inventory

Select the REFRESH button.

Administration

Select the View hyperlink. Report Detail
Select the View hyperlink.
Report Detail

DWA Project

Inventory

Select the POY5030- 1689.HTM hyperlink.

Receipt Delivery Detail Report - POY5030- 1689

hyperlink. Receipt Delivery Detail Report - POY5030- 1689 The Delivery Detail Report specifies which goods should

The Delivery Detail Report specifies which goods should be delivered to which SDUSD Sites.

The Delivery Detail Report should be used to route the goods to the appropriate staging area for loading onto the District delivery trucks.

Step 3 Navigation: Purchasing Shipments Process Receipts Add a New Value

Process Receipts

delivery trucks. Step 3 Navigation: Purchasing Shipments Process Receipts Add a New Value Process Receipts 51

DWA Project

Inventory

Step

Field Name

Information to Enter

3.1

Run Control ID

adhoc

Process Receipts

to Enter 3.1 Run Control ID adhoc Process Receipts Step Field Name Information to Enter 3.2

Step

Field Name

Information to Enter

3.2

Business Unit

SDUSD

3.3

Receipt Number

Enter Receipt Number or

3.3 Receipt Number Enter Receipt Number or to look up valid values

to look up valid values

Click SAVE.

Click RUN.

Process Scheduler Request

Receipt Number Enter Receipt Number or to look up valid values Click SAVE. Click RUN. Process

DWA Project

Inventory

Step

Field Name

Information to Enter

3.4

Server Name

PSNT

3.5

Receiver Interface Push

Check

Click OK

Click Process Monitor

Process List

Push Check Click OK Click Process Monitor Process List When status refreshed to Success, you have

When status refreshed to Success, you have completed processed receipts.

Step 4 Navigation: Non-System Task

Move the received goods to the appropriate staging area for loading onto the District delivery trucks.

DWA Project

Inventory

Step 5 Next we will print the Receiving Delivery Report fore the driver. This report categorizes the deliveries by route and will list all the items in the truck for this delivery run.

Navigation: Purchasing Shipments Reports Receiving Delivery

Non Inv Item Receiving Delivery Report

Shipments Reports Receiving Delivery Non Inv Item Receiving Delivery Report Click SEARCH. Click RUN. 54

Click SEARCH.

Shipments Reports Receiving Delivery Non Inv Item Receiving Delivery Report Click SEARCH. Click RUN. 54

Click RUN.

DWA Project

Inventory

Process Scheduler Request

DWA Project Inventory Process Scheduler Request Step Field Name Information to Enter 5.1 Server Name

Step

Field Name

Information to Enter

5.1

Server Name

PSNT

5.2

Select - PS/Inventory Auto Putaway

ON -

5.2 Select - PS/Inventory Auto Putaway ON -

Click OK.

Click Process Monitor.

DWA Project

Inventory

Process Monitor

DWA Project Inventory Process Monitor Click Details. Click View Trace/Log. 56

Click Details.

Click View Trace/Log.

DWA Project

Inventory

View Trace Log

DWA Project Inventory View Trace Log Click SDIN243 1571.PDF Receiving Delivery Report This report should be

Click SDIN243 1571.PDF

Receiving Delivery Report

Trace Log Click SDIN243 1571.PDF Receiving Delivery Report This report should be given o the truck

This report should be given o the truck driver. It will contain all the receipts requiring deliveries on the route since it was last run.

DWA Project

Inventory

Inspect and Putaway Items

The current business process in place at SDUSD requires that the vast majority of the items will be received by the Purchasing area. Inspection will occur as part of the receiving process and will not have its own separate process within PeopleSoft.

The putaway process will also be performed using PeopleSoft’s auto putaway process.

For the purposes of this training, we will review the receiving, inspecting process for the infrequent situation where Inventory Department will receive items within the inventory area.

The following process will be followed to Inspect and Putaway Items

1. Receive/Inspect Items - (Performed by Stock Clerk)

2. Load Item receiving receipts - (Performed by Senior Stock Clerk)

3. Print Putaway Plan - (Performed by Senior Stock Analysis Clerk)

4. Putaway Stock - (Performed by Senior Stock Analysis Clerk)

Demonstration – Inspect and Putaway Items

Analysis Clerk) Demonstration – Inspect and Putaway Items Step 1 Navigation: Non-System Task Receive Items in

Step 1 Navigation: Non-System Task

Receive Items in the warehouse. This will typically be from an RMA or a Purchasing Receipt. During the receipt of the items, they will be inspected to determine the following:

That it is the correct product

Received the correct quantity

All items appear to be in proper condition (not broken or damaged)

DWA Project

Inventory

Step 2 Navigation: Inventory Putaway Stock Load Staged Items

This step performs the following within PeopleSoft:

Load Receipts received from Purchasing

Load Receipts generated from RMA or Inventory

Auto putaway process assigns stock to a storage location in the Inventory business unit and adjusts the location and business unit quantities upon loading of receipts

Load Stage Items Run Control

upon loading of receipts Load Stage Items Run Control Step Field Name Information to Enter 2.1

Step

Field Name

Information to Enter

2.1

Run Control ID

adhoc

Click SEARCH.

DWA Project

Inventory

Load Staged Items

DWA Project Inventory Load Staged Items Step Field Name Information to Enter 2.2 Process Frequency

Step

Field Name

Information to Enter

2.2

Process Frequency

Always

2.3

Request ID

Adhoc

2.4

Unit

SDUSD

2.5

Flag Items for Auto- Putaway

ON

2.5 Flag Items for Auto- Putaway ON

2.6

Load Option

All Items

Note: Load option can be run with several parameters:

All Items

By Production ID

By Production Schedule

By Receiver ID

By Transaction Source

By User ID

Click RUN.

DWA Project

Inventory

Process Schedule Request

DWA Project Inventory Process Schedule Request Step Field Name Information to Enter 2.7 Server Name PSNT

Step

Field Name

Information to Enter

2.7

Server Name

PSNT

2.8

Select - PS/Inventory Auto Putaway

ON

2.8 Select - PS/Inventory Auto Putaway ON

Click OK.

This process will load the receipts and perform an Auto Putaway of the items into Inventory.

DWA Project

Inventory

Load Staged Items

DWA Project Inventory Load Staged Items To load Receipt and Auto Putaway the item, click RUN.
DWA Project Inventory Load Staged Items To load Receipt and Auto Putaway the item, click RUN.

To load Receipt and Auto Putaway the item, click RUN.

Inventory Load Staged Items To load Receipt and Auto Putaway the item, click RUN. AUTOPTWY ran

AUTOPTWY ran successfully.

DWA Project

Inventory

Step 3 To review and verify the items balances after adjustments or putaways:

Navigation: Inventory Putaway Stock Putaway Plan report

Putaway Plan

Putaway Stock Putaway Plan report Putaway Plan Step Field Name Information to Enter   3.1

Step

Field Name

Information to Enter

 

3.1

Run Control ID

Adhoc or

3.1 Run Control ID Adhoc or to list valid values

to list valid values

Putaway Plan

Field Name Information to Enter   3.1 Run Control ID Adhoc or to list valid values

DWA Project

Inventory

Step

Field Name

Information to Enter

3.2

Request ID

Enter unique value

3.3

Sort Order

Select one of the following from

3.3 Sort Order Select one of the following from the drop-down list:

the drop-down list:

Item ID

Receiver ID

Storage Location

Select RUN.

Process Scheduler Request

• Storage Location Select RUN. Process Scheduler Request Step Field Name Information to Enter 3.4 Server

Step

Field Name

Information to Enter

3.4

Server Name

PSNT

3.5

Select - IN Putaway Plan

ON

3.5 Select - IN Putaway Plan ON

Select OK.

DWA Project

Inventory

Putaway Plan

DWA Project Inventory Putaway Plan Select Process Monitor hyperlink. Process List Select the Details hyperlink. 65

Select Process Monitor hyperlink.

Process List

DWA Project Inventory Putaway Plan Select Process Monitor hyperlink. Process List Select the Details hyperlink. 65
DWA Project Inventory Putaway Plan Select Process Monitor hyperlink. Process List Select the Details hyperlink. 65

Select the Details hyperlink.

DWA Project

Inventory

Process Detail

DWA Project Inventory Process Detail Select the View Trace/Log hyperlink. View Trace/Log Select the INS3500 XXXX.PDF

Select the View Trace/Log hyperlink.

View Trace/Log

Inventory Process Detail Select the View Trace/Log hyperlink. View Trace/Log Select the INS3500 XXXX.PDF hyperlink. 66

Select the INS3500 XXXX.PDF hyperlink.

DWA Project

Inventory

Material Putaway Plan Report

DWA Project Inventory Material Putaway Plan Report Review the Material Putaway Plan Report and print report

Review the Material Putaway Plan Report and print report if needed.

Close the window when you are done with the report.

View Trace/Log

the window when you are done with the report. View Trace/Log Select RETURN. Select OK. Step

Select RETURN.

Select OK.

Step 4 Navigation: Non-System Task

Put inventory items away in warehouse.

DWA Project

Inventory

Chapter 4—Fulfillment

PeopleSoft Inventory can accept stock requests from multiple sources, including PeopleSoft Purchasing, Inventory and third-party systems. These orders are staged to a demand interface table (DEMAND_INF_INV) for processing.

Using your specified parameters, the Material Reservations process (INPLDMND) moves orders from the interface table to a system table called DEMAND_INV and, for soft-reserved items, reserves the quantity requested for the order line. Other vehicles for inserting orders into DEMAND_INV include the Material Stock Reservations component, the Lot Allocation page, lot allocation processing occurring in the Material Stock Request component or the Order Entry Form component, and available-to-promise (ATP) promising in the Order Entry Form component.

Once orders are in this table, you can generate picking plans, physically pick the stock, and enter picking feedback (including what you picked and the storage locations from which you picked them).

The Picking Confirmation process (INPBCONF) moves orders confirmed as picked to the shipping interface table (SHIP_INF_INV) to prepare them for shipping, then decreases the quantity in the storage locations.

After you ship the orders, the Depletion process (INPDDEPL) subtracts the shipped quantities from your business unit.

Fill Orders

The PeopleSoft Inventory picking process enables you to translate demand from Inventory and Purchasing into picking instructions for inventory personnel. The Picking Plan process, within PeopleSoft, creates the Picking Plan report. The Picking Plan report is used by inventory picking staff to identify what material to pick and from which storage locations to pick it.

The steps we will follow to fill this order are as follows:

1. Reserve the material - (Performed by Stock Clerk)

2. Create a Picking Plan - (Performed by Senior Stock Analysis Clerk or Stock Clerk)

3. Manually Pick Items from Storage Locations - (Performed by Stock Clerk)

4. Record Item Picking Feedback - (Performed by Stock Clerk)

5. Verify Status of Order - (Performed by Stock Clerk)

6. Print Shipping Document - (Performed by Senior Stock Analysis Clerk or Stock Clerk)

7. Ship Items with Documents - (Performed by Stock Clerk)

DWA Project

Inventory

Demonstration Fill Orders

DWA Project Inventory Demonstration Fill Orders In this demonstration, we will fill order # 0000000032 for

In this demonstration, we will fill order # 0000000032 for BANDAGES MUSLIN TRIANGULAR, item number 0000000000000000014, that are maintained in our inventory. will start by reserving the materials for this order.

Step 1 Reserve Materials Process

We

The reserve material process will need to be run when items, from a purchase requisition, are sourced from inventory stocks. In our example, Bandages Muslin Triangular, must be reserved prior to being picked.

The reserve material process will not need to be run for non-inventory items received from vendors.

Navigation: Inventory Fulfill Stock Orders Stock Requests Reserve Materials Process

Material Reservations

Inventory Fulfill Stock Orders Stock Requests Reserve Materials Process Material Reservations Click ADD. 69

Click ADD.

DWA Project

Inventory

Reserve Materials Process

DWA Project Inventory Reserve Materials Process Step Field Name Information to Enter 1.1 Process Frequency

Step

Field Name

Information to Enter

1.1

Process Frequency

Always

1.2

Business Unit

Select SDUSD

   

Enter Order Number or Click the Search icon

1.3

Reserve

1.3 Reserve

1.4

Demand Source

Enter PR or Click the Search icon

1.4 Demand Source Enter PR or Click the Search icon

1.5

Source Business Unit

Select SDUSD

   

Enter Order Number or Click the Search icon

1.6

Order Number

1.6 Order Number

Click RUN.

Process Scheduler Request

    Enter Order Number or Click the Search icon 1.6 Order Number Click RUN. Process

DWA Project

Inventory

Step

Field Name

Information to Enter

1.7

IN Material Reservations

Select the checkbox.

Click OK.

Click Process Monitor hyperlink.

the checkbox. Click OK. Click Process Monitor hyperlink. Complete when Run Status Updates to Success.

Complete when Run Status Updates to Success.

Congratulations! You have reserved the items in order 0000000032.

DWA Project

Inventory

Step 2 Navigation: Inventory Fulfill Stock Orders Picking Picking Plan Report

Create a report containing picking instructions for stockroom processing of requested inventory items.

Run the Picking Plan Report (Process INS6000) and print the report to determine where to pick requested inventory items.

Picking Plan Run Control

to pick requested inventory items. Picking Plan Run Control Step Field Name Information to Enter 2.1

Step

Field Name

Information to Enter

2.1

Run Control ID

adhoc

Click SEARCH.

We will print a Picking Plan report for a specific order.

DWA Project

Inventory

Picking Plan

DWA Project Inventory Picking Plan Step Field Name Information to Enter 2.2 Request ID Enter Request

Step

Field Name

Information to Enter

2.2

Request ID

Enter Request ID - description of transaction or Initials

2.3

Unit

SDUSD

2.4

Picking Selection

Select Specific radio button

   

Select Order from List of the following:

Carrier

Item

Load

Location

Order

2.5

Specific

Range

Route

Route Grp

Ship To

Ship Via

PR, SDUSD, Order Number

Click Additional Options hyperlink.

DWA Project

Inventory

Additional Options

DWA Project Inventory Additional Options Step Field Name Information to Enter 2.6 Sort Order Enter Sort

Step

Field Name

Information to Enter

2.6

Sort Order

Enter Sort Order - Location

Click OK.

Picking Plan

Step Field Name Information to Enter 2.6 Sort Order Enter Sort Order - Location Click OK.

DWA Project

Inventory

Click RUN.

DWA Project Inventory Click RUN. Step Field Name Information to Enter 2.7 Server Name PSNT 2.8

Step

Field Name

Information to Enter

2.7

Server Name

PSNT

2.8

IN Picking Plan - INS6000

Check

Click OK.

2.8 IN Picking Plan - INS6000 Check Click OK. Click REFRESH as necessary. Upon success, report

Click REFRESH as necessary.

Upon success, report will print at designated printer. Below is an example of the Material Picking Plan Report.

Click Details hyperlink.

Click View/Trace Log hyperlink.

Click INS 6000 1662.PDF hyperlink.

Note: This opens a new window to display the report Material Picking Plan Report.

DWA Project

Inventory

Review report. Close the report window when done.

Click RETURN.

Click OK.

Material Picking Plan Report

done. Click RETURN. Click OK. Material Picking Plan Report Step 3 Navigation: Non-System Task Pick Items

Step 3 Navigation: Non-System Task

Pick Items from storage locations.

Step 4 Navigation: Inventory Fulfill Stock Orders Picking Material Picking Feedback

Review and modify quantities specified by a picking plan. Enter any feedback from the physical picking and launch the Picking Confirmation and Auto ship process.

DWA Project

Inventory

Picking Feedback Search

DWA Project Inventory Picking Feedback Search Next we will select Picking Plans from the Picking Feedback
DWA Project Inventory Picking Feedback Search Next we will select Picking Plans from the Picking Feedback

Next we will select Picking Plans from the Picking Feedback Selection panel.

Click Search hyperlink.

Picking Feedback Selection

select Picking Plans from the Picking Feedback Selection panel. Click Search hyperlink. Picking Feedback Selection 77

DWA Project

Inventory

Step

Field Name

Information to Enter

4.1

Source

Enter PR or Click the Search icon

4.1 Source Enter PR or Click the Search icon

4.2

Source Business Unit

Select SDUSD

4.3

Order Number

Enter Order Number or Click the Search icon

4.3 Order Number Enter Order Number or Click the Search icon

Click OK.

Picking Feedback

Number or Click the Search icon Click OK. Picking Feedback Step Field Name Information to Enter/Confirm

Step

Field Name

Information to Enter/Confirm

4.4

Confirm

Check Box

4.5

Auto Ship

Check Box

4.6

Order Qty Picked

Confirm/Update Value

4.7

Stocking Qty Picked

Confirm/Update Value

Click SAVE.

This completes Picking Feedback. The order has been confirmed and shipped at this point.

DWA Project

Inventory

Step 5 Now let’s verify the status of the order. At this point is should be reserved, picked, confirmed and shipped.

Navigation: Inventory Fulfill Stock Orders Review Fulfillment Information Fulfillment Status

Fulfillment Status

Information Fulfillment Status Fulfillment Status Click Search hyperlink. Fulfillment Status Order Selection

Click Search hyperlink.

Fulfillment Status Order Selection

Information Fulfillment Status Fulfillment Status Click Search hyperlink. Fulfillment Status Order Selection 79

DWA Project

Inventory

Step

Field Name

Information to Enter

5.1

Source

Enter PR or Click the Search icon

5.1 Source Enter PR or Click the Search icon

5.2

Source Business Unit

Select SDUSD

5.3

Order Number

Enter Order Number or Click the Search icon

5.3 Order Number Enter Order Number or Click the Search icon

Click OK.

Fulfillment Status

or Click the Search icon Click OK. Fulfillment Status Verify the order was Reserved, Picked, Confirmed

Verify the order was Reserved, Picked, Confirmed and Shipped.

Click the Order No (0000000032) hyperlink.

DWA Project

Inventory

Order Line Detail

DWA Project Inventory Order Line Detail Record the Shipping ID (0000000002) for later Use Step 6

Record the Shipping ID (0000000002) for later Use

Step 6 Navigation: Inventory Fulfill Stock Orders Shipping Reports

Shipping Document

Shipping Document

Inventory Fulfill Stock Orders Shipping Reports Shipping Document Shipping Document Select your Run Control ID. 81

Select your Run Control ID.

DWA Project

Inventory

Shipping Document

DWA Project Inventory Shipping Document Select your Ship ID. Step Field Name Information to Enter 6.1

Select your Ship ID.

Step

Field Name

Information to Enter

6.1

Unit

SDUSD

6.2

Ship ID

Select your Ship ID

Click RUN.

Process Scheduler Request

6.1 Unit SDUSD 6.2 Ship ID Select your Ship ID Click RUN. Process Scheduler Request Click

Click OK.

DWA Project

Inventory

Click Process Monitor hyperlink.

Click REFRESH until you receive a Success for process INC6503.

Process Scheduler Request

a Success for process INC6503. Process Scheduler Request Click Details hyperlink. Process Detail Click View

Click Details hyperlink.

Process Detail

process INC6503. Process Scheduler Request Click Details hyperlink. Process Detail Click View Log/Trace hyperlink. 83
process INC6503. Process Scheduler Request Click Details hyperlink. Process Detail Click View Log/Trace hyperlink. 83

Click View Log/Trace hyperlink.

DWA Project

Inventory

Click INC6503- 1706.HTM hyperlink.

A new window opens up with the Shipping Document displayed.

Shipping Document

up with the Shipping Document displayed. Shipping Document Review the Shipping Document and Print it, if

Review the Shipping Document and Print it, if necessary.

Close the window when completed.

Step 7 Navigation: Non-System Task

Lastly, we ship items to the school district sites with the necessary documents.

Express Issue

By using the Express Issue page, you can create a stock request and reserve, pick, and ship the stock in one step. The following types or orders can be processed using the Express Issue:

Internal orders

External orders

RTV orders

There are significant advantages to using express issues; because of the amount of automatic processing involved. The entire fulfillment process—reserving, picking, and issuing—occurs automatically for the items on the order after you save.

DWA Project

Inventory

However, this high degree of automation, makes this fulfillment method is not appropriate for high-volume environments. There is no logic built into express issue picking—you simply tell the system what was picked from which location.

In addition, because you must request and ship the stock during a single session, you cannot use this method for existing orders or customer shipments.

The requestor must have the valid ChartField information to complete the accounting coding of the transaction.

Steps for Processing an Express Issue

1. Acquire request information – (Performed by Senior Stock Analysis Clerk).

2. Enter Express Issue Information – (Performed by Senior Stock Analysis Clerk).

3. Give the items to the school site or SDCD representative – (Performed by Stock

Clerk).

.

Demonstration – Processing an Express Issue

Clerk). . Demonstration – Processing an Express Issue In this example The Adams Elementary School (Department

In this example The Adams Elementary School (Department 0003) principal has arrived at our site to get two Bandages, Gauze Sterile 1x10 Yards, Item # 000000000000000013. We will give him the bandages and record the transaction using express issue.

Step 1 Navigation: Non-System Task

Acquire the stock request information to issue the items.

DWA Project

Inventory

Step 2 Navigation: Inventory Fulfill Stock Orders Stock Requests Express Issue

Express Issue

Orders Stock Requests Express Issue Express Issue Step Field Name Information to Enter 2.1

Step

Field Name

Information to Enter

2.1

Business Unit

Accept Default: SDUSD

2.2

Order No

Accept Default: NEXT

2.3

Request Type

Accept Default: Internal Issue

Click ADD.

Express Issue

Order No Accept Default: NEXT 2.3 Request Type Accept Default: Internal Issue Click ADD. Express Issue

DWA Project

Inventory

Step

Field Name

Information to Enter

2.4

Dist Type

Enter DEPLETE or Click the Search icon select from a list of distribution types

Enter DEPLETE or Click the Search icon select from a list of distribution types to

to

   

Enter location or Click the Search icon from a list of locations

to select

to select

2.5

Location

Note: this field will also populate the Ship to Customer field

2.6

Sold to Customer

Enter name of Customer

2.7

Use Default Location

Check Box

2.8