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Oracle Confidential 1
PeopleSoft Enterprise
Inventory Management
8.9 and 9.0 Enhancements
Oracle Confidential 2
8.9 Inventory Enhancements
Fulfillment Enhancements
Pegging
Vendor Managed Inventory
Asset Lifecycle Management Interface
Other Miscellaneous Enhancements
Oracle Confidential 3
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
– Shortage Backorder Handling
Rigid Backorder / Cancel Handling in Reservations
Multiple Demand Lines Due to Repeated Backordering
– Technical Issues
Multiple Demand Tables
COBOL
Oracle Confidential 4
Inventory Management 8.9
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Fulfillment Architecture:– Data Model/Table Changes– State Processing– Technology Changes
Cobol AE
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
States
1 3 4 5 62
Unfulfilled Releasable ShippedReleased Picked/Confirmed
Depleted
Order Entry sets state to unfulfilled
Reservations sets state to releasable. Order Entry sets for non-soft reserved
Pick Plan, Ship order release (WMS), Pick extract file, and allocation process set Released State
Online & Batch pick w/ confirm & ship notifications w/ confirm
Ship Issues & Background shipping request
Deplete request or added to ship request
Oracle Confidential
8.9 Fulfillment Table and States
Order Entry
Reserve/ Promise Material
Allocate/ Pick/ Out to WMS
Picking Feedback
Confirm Shipping Deplete
IN_Demand
States
1 3 4 5 62
Unfulfilled Releasable ShippedReleased Picked/Confirmed
Depleted
Order Entry sets state to unfulfilled
Reservations sets state to releasable. Order Entry sets for non-soft reserved
Pick Plan, Ship order release (WMS), Pick extract file, and allocation process set Released State
Online & Batch pick w/ confirm & ship notifications w/ confirm
Ship Issues & Background shipping request
Deplete request or added to ship request
Inventory 8.9 Fulfillment
Oracle Confidential
Oracle Confidential 7
Inventory Management 8.9
Direct processing– No need to run prerequisite processes
Reserve Release Orders (Run Pick Plan) Pick & Ship
Auto processing– “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
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Oracle Confidential 8
Inventory Management 8.9
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
– Default ordering UOM can be used
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Oracle Confidential 9
Inventory Management 8.9
Shortages & Backorders– 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
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Oracle Confidential 10
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 11
Shortage Workbench– Shortage workbench – ‘one stop shop’ for
viewing and acting on shortages
– Allow Item or Order level view of shortages with ability to switch between views
– Actions include Create backorder, cancel backorder, ‘Steal’ from another line (Unreserve / Reserve) , Fair Share Reservations, De-Allocate, Item availability inquiry, Peg to incoming supply
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Inventory Management 8.9
Oracle Confidential 12
Shortage Workbench
Fair Share Allocation
Oracle Confidential 13
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Inventory Management 8.9
Reservations– Line & Order Level Reservation Rules
– On-line Reservation A new program to perform on-line
reservations from order entry points
– Non-soft items Option to Skip “Unfulfilled” State
going directly to “Releasable”
– Release Kit Multiples Release downstream only multiples
of Kits
Oracle Confidential 14
Reservation Rules – Line Level
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Percentage and static values– “criteria met” if > 90 % of line is
reserved Date based criteria
– “criteria met” if today’s date > Ship date – 2 days
– Choice of dates : Ship date , Early ship date , Late ship date + or – a number of days
Multiple Rules– 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 – Notification , Set ‘reserve criteria met’ ,
‘Do not make reservation’ (will not tie up inventory)
Oracle Confidential 15
Reservation Rules – Order Level
Fulfillment
•Architecture
•MSR
•Shortages & Backorders
•Reservations
•Picking & Shipping
Percentage Fill– Ex. “Set to releasable” when Percentage fill is
greater than 90% based on lines or units.
Weight– Ex. if order weight is 90% or greater of
requested weight or a static value.
Volume– 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– Notify and/or “Set to releasable” when criteria
is met
Oracle Confidential 16
Picking and Shipping– 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
Fulfillment
•Architecture
•MSR
•Reservations
•Shortages & Backorders
•Picking & Shipping
Inventory Management 8.9
Oracle Confidential 17
What is Pegging…
…The linking of demand and supply with a specific date and quantity
Pegging
Inventory Management 8.9
Oracle Confidential 18
Pegging
Inventory Management 8.9
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– Manual pegging of demand and supply
Pegging Inquiry– Can be called from Demand/Supply functions
Reports– Exception report - dates,QOH,etc…
Oracle Confidential 19
Inventory Management 8.9
Definitions– Supplier Managed: Consigned
Material in your warehouse, owned by your supplier (8.0)
– Vendor Managed: Consigned Material at your customer,
owned by you, managed by you
– Vendor Managed: Non-Consigned Material at your customer,
owned by the customer, managed by you
VMI
•Definitions
•Foundation
•Processing
Inventory Management 8.9
Foundation– New VMI BU – Storage Locations
Associated to a ship-to customer Replenishment attributes,
owned/non-owned – defaults from ship-to
– 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…
VMI
•Definitions
•Foundation
•Processing
Oracle Confidential 23
Inventory Management 8.9
Processing– Receive item balances
POS, EDI 852, receipts, adjustments, customer information
– Create Billing-Only order– Calculate VMI replenishment
parameters– Create VMI replenishment request– Send Order Acknowledgement
(855) when order is created & reserved
VMI
•Definitions
•Foundation
•Processing
Oracle Confidential 25
Inventory Management 8.9
GTIN– RFID, Partner Integration
ATP Changes– 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– Reorder qty option at item level– Include open demand within time fence
Misc. Changes
•GTIN
•ATP
•Cobol AE
•FAN Navigation
•Replenishment
Oracle Confidential 26
9.0 Inventory Enhancements
Kitting Enhancements
Inventory Fulfillment Changes
Asset Lifecycle Management (ALM) Interface Enhancements
Oracle Confidential 27
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 28
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 29
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 30
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