How to manage outbound programs.ppt
- 1. <Insert Picture Here> Fusion Functional TOI (L2) Manage Outbound Logistics (L3) Reserve Inventory
- 2. Agenda • Activity Description • Task Flow • Roles • Setup • Third Party Dependencies • Globalization • Industry • Reports • Feature Highlights • Demo Note: Agenda items in grey are not applicable.
- 3. Activity Description • Reserve any expected supply against demand • On-hand inventory and ordered, but not yet received, inventory can be reserved • Designate material for a specific sales order • Protect inventory by reserving stock in advance of a high priority customer order • Pick material using automated picking rules or through manual selection
- 4. Task Flow
- 5. Job Roles & Associated Duty Roles Job Role Associated Duty Role Warehouse Manager Inventory Transaction Management Duty Warehouse Transaction Maintenance Duty Inventory Manager Inventory Transaction Management Duty Warehouse Transaction Maintenance Duty Warehouse Operator Warehouse Transaction Maintenance Duty
- 6. Duty Roles & Tasks Duty Role Associated Tasks Inventory Transaction Management Duty Manage Reservations and Picks Manage Reservation Interface Manage Reservation Interface Process Warehouse Transaction Maintenance Duty Manage Reservations and Picks
- 7. Setup • Setup for this activity is performed via the Functional Setup Manager • Setup is performed with the Materials Management and Logistics Offering • Additional Setup • The setup activity Define Warehouse Administration supports the activity Reserve Inventory
- 8. Third Party Dependencies/Interactions • ADFdi user interface desktop integration is available for managing reservation interface records using excel spreadsheet
- 11. BI Catalog Content Supporting Activity – Standard Reports • Not Available
- 12. Feature Highlights • Streamline Reservations and Picking Process • Manage reservations and picks in a single user interface • Simplifies creating reservations and picks • Flexibility and ease in editing, creating or transferring demand or supply for a reservation • Optimize User Experience • Advanced capabilites enable search on reservations, picks, demand and supply documents • Tree table layout facilitate users to drill into various demand types • Master detailed tables allow users to view corresponding reservation, pick, demand, and item details all from the same UI • Improve Business Decisions • Presents summarized item view of reserved, pick, and demand quantities • Easily transfer demand between reservations to meet higher priorities • Create reservations without a demand document Proposed for Reserve Inventory Proposed for Reserve Inventory – Delete this box once reviewed and approved
- 13. Feature Highlights Easily Edit Reservations and Pick Visibility of Demand Document details Switch between edit Reservations or Picks details Easily change Supply Type, Subinventory or Quantity Proposed for Reserve Inventry Proposed for Reserve Inventory – Delete this box once reviewed and approved
- 14. Feature Highlights Easy Access and Visibility into Key Information Complete view of Reservations, Picks, Demand and Item details for the selected line Summarized view of Reserved Quantity, Pick Quantity, and Demand Quantity Proposed for Reserve Inventory – Delete this box once reviewed and approved Easily access Reservations and Picks through Search Results table
- 15. Feature Highlights • Ability to manage reservations and picks in a single user interface • Tree table layout allowing users to drill into various demand types • Provides a summarized view of reserved, pick, and demand quantities for a given item • Ability to create user defined reservations without specifying a demand document • Flexibility to meet customer needs by transfer demand or supply for a reservation Original Slide – remove once proposed slide is finalize Original Slide – delete slide once proposed slides are finalized
- 16. Feature Highlights Click task Manage Reservations and Picks to invoke the page Ability to search for Reservations and Picks in regional search Original Slide – delete slide once proposed slides are finalized
- 17. Associated TOIs • Manage Outbound Logistics • Pick Loads • Manage Inventory • Manage Inventory Transactions • Set Up Materials Management and Logistics • Define Warehouse Administration
- 18. Demo Flow •Manage Reservations and Picks
- 19. Manage Reservations and Picks
- 20. Demo Flow – Manage Reservations and Picks Search for Reservations and Picks from the regional search Search by Demand Document Type and Number
- 21. Demo Flow – Manage Reservations and Picks Demand types supported are Sales Order, Movement Request, Account, and Inventory Reservation details for the selected line in the master table Reserved Quantity, Pick Quantity, and Demand Quantity are displayed
- 22. Demo Flow – Manage Reservations and Picks Reservations, Picks, Demand, and Item detail associated with the demand document
- 23. Demo Flow – Manage Reservations and Picks Create Reservation Search and select an existing demand document Enter reservation details for the selected demand document
- 24. Demo Flow – Manage Reservations and Picks Create Reservation Dialog Demand Document Type is User Defined Create User Defined Demand from Actions menu
- 25. Demo Flow – Manage Reservations and Picks Create Pick Search and select an existing demand document Enter pick details for the selected demand document Actions available are Run Auto Pick, Generate Pick Slip, and Back Order Line
- 26. Demo Flow – Manage Reservations and Picks Edit Reservation Demand document details Edit reservation details
- 27. Demo Flow – Manage Reservations and Picks Edit Pick Edit picks details Demand document details
- 28. Demo Flow – Manage Reservations and Picks Transfer Demand Search for demand document to transfer Enter reserved quantity to transfer
- 29. Demo Flow – Manage Reservations and Picks Transfer Supply Search for supply document to transfer Enter reserved quantity to transfer