PeopleSoft Inventory Training Rel 9.1

PeopleSoft Inventory Training Rel 9.1


PeopleSoft Inventory Training Rel 9.1 Course with hands-on Exercises

There is a focus on implementation considerations for PeopleSoft Inventory throughout this PeopleSoft Inventory Training Rel 9.1 course, along with setting up item definitions, stocking material, maintaining warehouse stock, fulfilling demand, managing shipments, recording costs for inventory transactions, replenishing stock, counting inventory stock, transferring stock, and managing par locations.

In this PeopleSoft Inventory Training Rel 9.1 course, you learn to efficiently manage and accurately report on inventory stock. The PeopleSoft Inventory Training Rel 9.1 course provides plenty of hands-on exercises to discover how to design an inventory management structure and keep track of inventory movement.

PeopleSoft Inventory Training Rel 9.1Related Courses:

Duration: 4 days


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

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

End Users
Functional Implementer

What You Will Learn:

Set up your inventory system
Receive stock into PeopleSoft Inventory
Perform inventory maintenance
Ship stock using demand fulfillment
Perform counts of inventory stock
Transfer stock between business units

Skills Gained:

Identify the basic features and functions of PeopleSoft Inventory
Define PeopleSoft Inventory setup
Describe the stocking process
Describe inventory maintenance options
Describe demand fulfillment
Describe the replenishment process
Describe the physical counting process
Describe par location options
Using PeopleSoft Cost Management
Maintaining item definitions
Transferring stock

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

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    Time Frame: 0-3 Months4-12 Months

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