PeopleSoft FSCM 9.2: Mobile Inventory Management

Transcription

PeopleSoft FSCM 9.2: MobileInventory ManagementMarch 2021

PeopleSoft FSCM 9.2: Mobile Inventory ManagementCopyright 1988, 2021, Oracle and/or its affiliates.This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreementor 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, ordecompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If youfind any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalfof the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software,any programs embedded, installed or activated on delivered hardware, and modifications of such programs) andOracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are"commercial computer software" or “commercial computer software documentation” pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction,duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracleprograms (including any operating system, integrated software, any programs embedded, installed or activatedon delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) otherOracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. Theterms governing the U.S. Government’s use of Oracle cloud services are defined by the applicable contract for suchservices. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It isnot developed or intended for use in any inherently dangerous applications, including applications that may create arisk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsibleto take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporationand its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerousapplications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of theirrespective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are usedunder license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMDlogo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of TheOpen Group.This software or hardware and documentation may provide access to or information about content, products, andservices from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim allwarranties of any kind with respect to third-party content, products, and services unless otherwise set forth in anapplicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for anyloss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except asset forth in an applicable agreement between you and Oracle.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.

ContentsPreface: Preface.ixUnderstanding the PeopleSoft Online Help and PeopleBooks. ixHosted PeopleSoft Online Help. ixLocally Installed Help. ixDownloadable PeopleBook PDF Files.ixCommon Help Documentation.ixField and Control Definitions. xTypographical Conventions. xISO Country and Currency Codes. xRegion and Industry Identifiers. xiTranslations and Embedded Help. xiUsing and Managing the PeopleSoft Online Help.xiiPeopleSoft FSCM Related Links. xiiContact Us.xiiFollow Us.xiiChapter 1: Understanding PeopleSoft Mobile Inventory Management.15Common Elements Used in Mobile Inventory Management. 15Mobile Inventory Management Overview.16Prerequisites and Considerations. 18Chapter 2: Setting Up PeopleSoft Mobile Inventory Management.19Understanding Mobile Inventory Management Setup in PeopleSoft. 19Setting Up Component Interfaces for Mobile Inventory Management.21Page Used to Setup Component Interfaces for Mobile Inventory Management.21Setup Component Interfaces Page. 21Setting Up Installation Options and User Preferences. 22Pages Used to Setup Installation Options and User Preferences. 22Installation Options Mobile Inventory - Fluid Page. 23User Preferences - Mobile Inventory - Fluid Page.26Setup Delivery Cart Page.27Display Options - Mobile Inventory - Fluid Page.28Setting Up Alternative Item Identifiers. 32Pages Used to Set Up Alternate Item Identifiers.32Understanding Alternative Item Identifiers.33Alternate Item Groups Page.40Setting Up GS1 and HIBC Barcode Support.41Pages Used to Set Up HIBC and GS1 Barcode Support.41Barcode Symbology Type Page. 41Barcode Symbology Identifier Page. 42Barcode Application Identifier Page.43Barcode Rule Setting Page.45Accessing Mobile Inventory Management from a Mobile Device. 46Chapter 3: Performing Item Stock Inquiries Using Mobile Devices.47Understanding Mobile Inventory Management Item Stock Inquiries. 47Defining Setup and Installation Options for Item Stock Inquiries.47Pages Used to Define Setup and Installation Options for Item Stock Inquiries. 48Mobile Inventory Installation - Fluid Page.48Copyright 1988, 2021, Oracle and/or its affiliates.iii

ContentsMobile User Task Options - Fluid Page. 50Performing Mobile Inventory Management Item Stock Inquiries Using the PeopleSoft FluidUser Interface. 50Pages Used to Perform Mobile Inventory Management Item Stock Inquiries Using thePeopleSoft Fluid User Interface.51Item Stock Inquiry - Fluid Search Page. 51Item Stock Inquiry - Fluid Page. 53Item Stock Inquiries - Display Options Fluid Page.56Chapter 4: Using Mobile Receiving. 59Understanding How to Receive Stock in PeopleSoft Inventory Using Mobile Receiving.59Purchase Order Receipts. 60Ad Hoc Receipts. 62Setting Up the PeopleSoft System for Use with Mobile Receiving.62Pages Used to Set Up the PeopleSoft System for Mobile Receiving. 63Installation Options - Mobile Inventory - Fluid Page. 63Installation Options - Mobile Inventory - Fluid Page. 65User Preferences - Mobile Inventory - Fluid Page.66Mobile Receiving Page. 67Receiver Setup Page.68Receiving Purchase Order Receipt Items Using the PeopleSoft Fluid User Interface on MobileDevices. 69Pages Used to Receive Purchase Order Receipt Items Using a Mobile Device. 69Receiving PO - Fluid Search Page. 69Receiving PO - Fluid Receipt Main Page. 73Receiving PO - Fluid Receipt Line Details Page. 76Receiving PO - Fluid Receipt Distribution Page.78Receiving Items by Ad Hoc Receipt Using the PeopleSoft Fluid User Interface on a MobileDevice.82Pages Used to Receive Items by Ad Hoc Receipt on a Mobile Device. 82Receiving Ad Hoc - Fluid Page.82Receiving Ad Hoc - Add Item Fluid Page. 84Chapter 5: Using Mobile Inventory Putaway.93Understanding PeopleSoft Mobile Inventory Putaway. 93How to Putaway Stock Using a Mobile Device. 93Setting Up Options for Mobile Putaway.94Pages Used to Set Up Options for Mobile Putaway.94Installation Options - Mobile Inventory - Fluid Page. 94User Preferences - Mobile Inventory - Fluid Page.96Performing Putaway Using the PeopleSoft Fluid User Interface on a Mobile Device.96Pages Used to Perform Putaway Using a Mobile Device. 96Perform Putaway - Fluid Search Page.97Perform Putaway - Fluid Page.99Chapter 6: Using Mobile Delivery. 105Understanding How to Record Deliveries in PeopleSoft Purchasing Using Mobile InventoryManagement. 105Process Flow for Mobile Delivery.106Setting Up the PeopleSoft System for Use with Mobile Delivery.108Pages Used to Set Up the PeopleSoft System for Mobile Delivery. 109Installation Options - Mobile Inventory - Fluid Page.109User Preferences - Mobile Inventory - Fluid Page.112Delivery Feedback Page.112ivCopyright 1988, 2021, Oracle and/or its affiliates.

ContentsProcessing Deliveries Using the PeopleSoft Fluid User Interface on Mobile Devices. 113Pages Used to Process Mobile Delivery Using Mobile Devices. 113Delivery - Fluid Search Page.114Delivery - Fluid Add Item to Delivery Page. 117Delivery - Fluid Perform Delivery Page.119Viewing Delivery History. 123Pages Used to View Delivery History. 123Delivery Detail Page. 123Life Cycle Inquiry Page. 124Delivery Location Page.124Setting Up and Using Mobile Delivery Carts in the PeopleSoft Fluid User Interface. 125Pages Used to Set up and Use Mobile Delivery Carts in the PeopleSoft Fluid User Interface. 125Delivery Cart - Fluid Search Page.125Delivery Cart - Fluid Add Item To Cart Page. 127Delivery Cart - Fluid Maintain Items in Cart Page. 129Printing a Delivery Report.132Page Used to Print a Delivery Report. 132Receipt Delivery Page.132Chapter 7: Counting Par Locations Using a Mobile Device. 135Understanding Mobile Par Location Counts. 135Additional Fields Available for Mobile Par Location Counts. 136Common Elements Used to Understand Mobile Par Location Counts. 137Defining Installation Options and User Preferences for Mobile Par Location Counts.140Pages Used to Define Installation Options and User Preferences for Mobile Par LocationCounts. 141Installation Options – Mobile Inventory - Fluid Page.142User Preferences – Mobile Inventory - Fluid Page.

Contents Mobile User Task Options - Fluid Page.50 Performing Mobile Inventory M