PeopleSoft Enterprise Mobile Inventory Management 9.1 PeopleBook - Oracle
PeopleSoft Enterprise Mobile Inventory Management 9.1 PeopleBook March 2011
PeopleSoft Enterprise Mobile Inventory Management 9.1 PeopleBook SKU fscm91smin-b0311 Copyright 1992, 2011, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.
Contents Preface PeopleSoft Enterprise Mobile Inventory Management Preface . ix PeopleSoft Mobile Inventory Management . PeopleSoft Products . Resources for Additional Information . PeopleBooks and the PeopleSoft Online Library . Common Elements Used in This PeopleBook . ix ix ix x xi Chapter 1 Understanding PeopleSoft Mobile Inventory Management . 1 Mobile Inventory Management Overview . 1 Prerequisites and Considerations . 3 Chapter 2 Setting Up PeopleSoft Mobile Inventory Management . 5 Understanding Mobile Inventory Management Setup in PeopleSoft . 5 Setting Up Component Interfaces for Mobile Inventory Management . 7 Page Used to Setup Component Interfaces for Mobile Inventory Management . 7 Using the Setup Component Interfaces Page . 7 Setting Up Service Operations for Mobile Inventory Management . 9 Understanding Mobile Inventory Management Service Operations . 9 Pages Used to Setup Service Operations for Mobile Inventory Management . 9 Using the Setup Mobile Services Page . 10 Activating Service Operations for Mobile Inventory Management . 11 Setting Up Installation Options and User Preferences . 12 Pages Used to Setup Installation Options and User Preferences . 12 Using the Mobile Inventory Installation Page . 12 Using the User Preferences - Mobile Inventory Page . 13 Accessing Mobile Inventory Management from a Mobile Device . 14 Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved. iii
Contents Chapter 3 Performing Item Stock Inquiries Using Mobile Devices . 15 Understanding Mobile Inventory Management Item Stock Inquiries . Defining Setup and Installation Options for Item Stock Inquiries . Pages Used to Define Setup and Installation Options for Item Stock Inquiries . Defining Installation Options for Item Stock Inquiries . Defining User Preferences for Item Stock Inquiries . Performing Mobile Inventory Management Item Stock Inquiries . Using the Item Stock Inquiry Page . Viewing Additional Item Information . 15 16 16 17 18 19 20 22 Chapter 4 Using Mobile Receiving . 25 Understanding How to Receive Stock in PeopleSoft Inventory Using Mobile Receiving . Purchase Order Receipts . Ad Hoc Receipts . Setting Up the PeopleSoft System for Use with Mobile Receiving . Pages Used to Set Up the PeopleSoft System for Mobile Receiving . Establishing Mobile Receiving Installation Options for Purchase Orders with Receipts . Establishing Mobile Receiving Installation Options for Ad Hoc Receipts . Defining User Preferences for Mobile Receiving . Defining Mobile Receiving Purchasing Options . Receiving Purchase Order Receipt Items Using a Mobile Device . Searching for Purchase Order Items to Receive . Selecting Purchase Order Items to Receive . Updating Purchase Order Receipt Header Information . Confirming the Creation of a Purchase Order Receipt . Receiving Items by Ad Hoc Receipt Using a Mobile Device . Defining Information for Ad Hoc Receipts . Selecting Items to Receive Using Ad Hoc Receipts . Updating Ad Hoc Receipt Header Information . Confirming Ad Hoc Receipt Creation . 25 27 28 29 30 30 32 33 33 34 35 39 44 45 47 47 49 52 53 Chapter 5 Using Mobile Delivery . 55 Understanding How to Record Deliveries in PeopleSoft Purchasing Using Mobile Inventory Management . 55 iv Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved.
Contents Process Flow for Mobile Delivery . Setting Up the PeopleSoft System for Use with Mobile Delivery . Pages Used to Set Up the PeopleSoft System for Mobile Delivery . Establishing Mobile Delivery Installation Options . Establishing Mobile Delivery User Preferences . Setting Up Delivery Feedback Codes . Processing Deliveries Using Mobile Devices . Pages Used to Process Mobile Delivery Using Mobile Devices . Searching for Items to Add to a Delivery . Selecting Items for Delivery . Viewing Delivery Comments . Performing Delivery of Mobile Inventory Items . Providing Delivery Feedback . 56 57 58 58 61 61 62 62 63 67 69 70 72 Chapter 6 Counting Par Locations Using a Mobile Device . 75 Understanding Mobile Par Location Counts . Additional Fields Available for Mobile Par Location Counts . Defining Installation Options and User Preferences for Mobile Par Location Counts . Pages Used to Define Installation Options and User Preferences for Mobile Par Location Counts . Defining Mobile Inventory Management Installation Options for Par Counts . Defining Mobile Inventory Management User Preferences for Par Counts . Performing Par Location Counts Using Mobile Devices . Pages Used to Perform Par Location Counts Using Mobile Devices . Entering Par Count Page Information and Defining Page Options . Entering Item Counts for a Par Location . Entering a Count for a Single Item . Performing Par Location Ad Hoc Counts on Mobile Devices . 75 77 77 78 80 81 82 83 83 87 92 94 Chapter 7 Counting Inventory Stock Using Mobile Devices . 95 Understanding Inventory Stock Counts Using Mobile Devices . 95 Guided Counts . 98 Count by Location . 98 Count by Item . 98 Manual Count . 99 Inventory Count Process . 99 Common Elements Used in This Chapter . 100 Defining Installation Options and User Preferences for Mobile Inventory Management Counts . 103 Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved. v
Contents Pages Used to Define Installation Options and User Preferences for Mobile Inventory Management Counts . Defining User Preferences for Mobile Counts . Defining Guided Count Installation Options . Defining Count by Item Installation Options . Defining Count by Location Installation Options . Defining Manual Count Installation Options . Performing Guided Counts in PeopleSoft Mobile Inventory Management . Pages Used to Perform Guided Counts in PeopleSoft Mobile Inventory Management . Defining Guided Count Search Criteria . Managing Item Counts Using Mobile Devices . Adding Single Items to Guided Counts . Looking Up Guided Count Objects . Displaying All Items in Guided Counts . Maintaining Count Statuses for Guided Count Items . Adding Lot-Controlled Items to Guided Counts . Adding Serial-Controlled Items to Guided Counts . Performing Counts by Location in PeopleSoft Mobile Inventory Management . Pages Used to Perform Counts by Location in PeopleSoft Mobile Inventory Management . Defining Count by Location Search Criteria . Adding and Counting Items for Count by Location . Performing Counts by Item in PeopleSoft Mobile Inventory Management . Pages Used to Perform Counts by Item in PeopleSoft Mobile Inventory Management . Defining Count by Item Search Criteria . Adding and Counting Items for Counts by Item . Performing Manual Counts in PeopleSoft Mobile Inventory Management . Pages Used to Perform Manual Counts in PeopleSoft Mobile Inventory Management . Adding an Item to a Manual Count . Changing Manual Count Options . Displaying All Items in a Manual Count . 103 104 106 108 109 110 111 112 112 117 120 122 124 125 126 127 129 129 129 131 133 133 133 135 136 136 136 138 139 Chapter 8 Using Mobile Express Issue . 141 Understanding Express Issue Using PeopleSoft Mobile Inventory Management . Setting Up the PeopleSoft System for Mobile Express Issue . Pages Used to Set Up the PeopleSoft System for Mobile Express Issue . Defining Express Issue Installation Options . Defining User Preferences for Express Issues . Processing Internal Express Issues on a Mobile Device . Pages Used to Process Internal Express Issues on a Mobile Device . Enter Header and Line Information for an Internal Express Issue . Defining Line Information for Express Issues . vi 141 142 142 143 145 145 145 146 147 Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved.
Contents Adding Lines to Express Issues . 149 Updating Express Issue Options . 150 Index . 151 Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved. vii
PeopleSoft Enterprise Mobile Inventory Management Preface This preface discusses: PeopleSoft Mobile Inventory Management. PeopleSoft Products Resources for additional information. Common elements in this PeopleBook. PeopleSoft Mobile Inventory Management The FSCM Mobile Inventory Management application provides tools to integrate mobile devices to the PeopleSoft Supply Chain Management system. This enables you to take advantage of the cost savings and efficiency improvements inherent in processes driven by mobile devices, such as handheld bar code data collection devices. To reduce the complications and costs of integration, the Mobile Inventory Management application does not use a third-party partner; instead, Oracle ADF (Application Development Framework) Mobile is used along with the PeopleSoft Integration Broker and PeopleSoft Web Services (including Component Interfaces). PeopleSoft Products This PeopleBook refers to these products: PeopleSoft Enterprise Inventory. PeopleSoft Enterprise Purchasing. Resources for Additional Information This book provides you with implementation and processing information for your PeopleSoft system. However, additional, essential information describing the setup and design of your system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft applications across the Financials, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks and guides: PeopleSoft Enterprise Inventory 9.1 PeopleBook PeopleSoft Enterprise Purchasing 9.1 PeopleBook Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved. ix
Preface PeopleSoft Enterprise Applications Fundamentals 9.1 PeopleBook PeopleSoft Enterprise Components PeopleBook PeopleSoft Enterprise FSCM 9.1 Mobile Inventory Management Installation Guide. PeopleSoft Enterprise FSCM 9.1 Mobile Inventory Management Hardware and Software Requirements. Oracle Fusion Middleware Mobile Browser Developer's Guide for Oracle Application Development Framework 11g Release 1 (11.1.1.4). PeopleTools PeopleBook: PeopleSoft Component Interfaces. PeopleTools PeopleBook: PeopleSoft Integration Broker. PeopleBooks and the PeopleSoft Online Library A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including: Understanding the PeopleSoft online library and related documentation. How to send PeopleSoft documentation comments and suggestions to Oracle. How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates. Understanding PeopleBook structure. Typographical conventions and visual cues used in PeopleBooks. ISO country codes and currency codes. PeopleBooks that are common across multiple applications. Common elements used in PeopleBooks. Navigating the PeopleBooks interface and searching the PeopleSoft online library. Displaying and printing screen shots and graphics in PeopleBooks. How to manage the locally installed PeopleSoft online library, including web site folders. Understanding documentation integration and how to integrate customized documentation into the library. Application abbreviations found in application fields. You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release. x Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved.
Preface Common Elements Used in This PeopleBook As of Date The first date for which a report or process includes data. BU or Business Unit An identification code that represents a high-level organization of business information. You can use a business unit to define regional or departmental units within a larger organization. Description Freeflow text up to 256 characters. Short Description Freeflow text up to 15 characters. Effective Date Date that a table row becomes effective; the date that an action begins. For example, if you want to close a ledger on June 30, the effective date for the ledger closing would be July 1. This date also determines when you can view and change the information. Pages and batch processes that use the information use the current row. See PeopleTools PeopleBook: Using PeopleSoft Applications. Language or Language Code The language of the field labels and report headings of reports to print. The field values appear as you enter them. Language also refers to the language spoken by an employee, applicant, or non-employee. Process Frequency Designates the appropriate frequency to process: Once: Executes the request the next time the batch process runs. After the batch process runs, the process frequency is automatically set to Don't Run. Always Executes: Executes the request every time the batch process runs. Don't Run: Ignores the request when the batch process runs. Process Monitor View the status of submitted process requests. See PeopleTools PeopleBook: PeopleSoft Process Scheduler. Report ID The report identifier. Report Manager View report content, check the status of a report, and see detailed messages. See PeopleTools PeopleBook: PeopleSoft Process Scheduler. Run Control ID A request identification that represents a set of selection criteria for a report or process. Run Specify the location where a process or job runs and the process output format. Status Check the progress of a report or process. A valid status is Posted,Not Posted, Generated,Processing, or Scheduled. Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved. xi
Preface User ID The system identifier for the individual who generates a transaction. Instance or Prcs Instance (instance or process instance) The number that represents where the request is in the queue. See Also PeopleTools PeopleBook: PeopleSoft Application Designer xii Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved.
Chapter 1 Understanding PeopleSoft Mobile Inventory Management This chapter provides an overview of PeopleSoft Enterprise Mobile Inventory Management and discusses prerequisites and consideration for implementation. Mobile Inventory Management Overview The FSCM Mobile Inventory Management application provides tools to integrate mobile devices to the PeopleSoft Supply Chain Management system. This enables you to take advantage of the cost savings and efficiency improvements inherent in processes driven by mobile devices. Oracle ADF Mobile is used along with the PeopleSoft Integration Broker and PeopleSoft Web Services (including Component Interfaces). Use this PeopleBook for common information about: Setting up and using delivery management. Setting up and using freight calculations. Pegging supply and demand. Implementing the verity search engine. Working with the printable documents framework. This diagram illustrates the flow of information from PeopleSoft to mobile devices: Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved. 1
Understanding PeopleSoft Mobile Inventory Management Chapter 1 Overview of the interface between PeopleSoft and mobile devices The PeopleSoft system includes the: 2 Database housing the PeopleSoft Financial Supply Chain Management applications. For PeopleSoft Mobile Inventory Management you must have also installed the PeopleSoft Inventory application. The application server which runs business logic and submits SQL to the database server. The webserver gateway is a platform that manages the receipt and delivery of messages passed among systems through PeopleSoft Integration Broker. PeopleSoft Integration Broker enables you to provide web services to other PeopleSoft systems and external integration partners. Copyright 1992, 2011, Oracle and/or its affiliates. All Rights Reserved.
Chapter 1 Understanding PeopleSoft Mobile Inventory Management The PeopleTools web service is identified in the Oracle Application Development Framework Mobile (ADF Mobile) software. The Oracle ADF Mobile software is a part of the Oracle Fusion Middleware. Oracle ADF Mobile browser extends Oracle ADF to browsers running on mobile devices. The Oracle ADF Mobile contains the mobile pages to display on the mobile device along with the login page and navigation breadcrumbs. The mobile pages are linked to the PeopleTools web service. Oracle ADF Mobile provides
PeopleSoft Mobile Inventory Management. PeopleSoft Products Resources for additional information. Common elements in this PeopleBook. PeopleSoft Mobile Inventory Management The FSCM Mobile Inventory Management application provides tools to integrate mobile devices to the PeopleSoft Supply Chain Management system.
PeopleSoft Portal Solutions product family. PeopleSoft Enterprise Portal feature overview. PeopleSoft Enterprise Portal and PeopleTools. PeopleSoft Portal Solutions Product Family This section discusses the products that are part of the PeopleSoft Portal Solutions product family: PeopleSoft Enterprise Portal.
Enterprise-Wide PeopleSoft Crystal Inventory Reports Scope: This PeopleSoft Information Release (IR) applies to Enterprise-wide PS Purchasing Inventory Buyers and PS Inventory Managers/Supervisors. Purpose: The purpose is to provide Crystal Reports on Inventory Purchase Orders and Inventory Receipts in order for End-Users to successfully manage .
PeopleSoft Enterprise CRM Business Object Management The PeopleSoft Enterprise CRM 9.1 Business Object Management PeopleBook discusses how to create and manage customer and worker business objects in PeopleSoft CRM. The PeopleSoft Enterprise CRM 9.1 Business Object Management PeopleB
The PeopleSoft Mobile Inventory Management product provides tools that integrate handheld bar code data collection devices with the PeopleSoft Supply Chain Management system,providing improved efficiency and cost savings. Oracle Application Developer Framework is used with the PeopleSoft Integration Broker and
This PeopleBook refers to the following PeopleSoft application: PeopleSoft Enterprise Human Resources Manage Positions. PeopleSoft Enterprise HRMS Application Fundamentals Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft Enterprise HRMS Application .
Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler PeopleSoft Inventory Reports: A to Z The following table lists the PeopleSoft Inventory reports, sorted alphanumerically by report ID. If you need more information about a report, refer to the report details at the end of this appendix. Report ID and Report Name
PeopleSoft Inventory Management Oracle’s PeopleSoft Inventory Management is the cornerstone of your supply chain business processes of Inventory Management, order-to-cash, and procure-to-pay. All business operations are unique. Organizations need the flexibility to control and track inventory
Software Development Using Agile and Scrum in Distributed Teams Youry Khmelevsky Computer Science, Okanagan College Kelowna, BC Canada Email: ykhmelevsky@okanagan.bc.ca Also Affiliated with UBC Okanagan, Canada Xitong Li Ecole des Hautes Etudes Commerciales de Paris, France Email: lix@hec.fr Stuart Madnick Sloan School of Management Massachusetts Institute of Technology Cambridge, MA USA .
