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Fusion Functional TOI
(L2) Manage Outbound Logistics
(L3) Reserve Inventory
Agenda
• Activity Description
• Task Flow
• Roles
• Setup
• Third Party Dependencies
• Globalization
• Industry
• Reports
• Feature Highlights
• Demo
Note: Agenda items in grey are not applicable.
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
Task Flow
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
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
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
Third Party Dependencies/Interactions
• ADFdi user interface desktop integration is available for
managing reservation interface records using excel
spreadsheet
Globalization/Localization
• Not Available
Industry
• Not Available
BI Catalog Content Supporting Activity
– Standard Reports
• Not Available
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
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
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
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
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
Associated TOIs
• Manage Outbound Logistics
• Pick Loads
• Manage Inventory
• Manage Inventory Transactions
• Set Up Materials Management and Logistics
• Define Warehouse Administration
Demo Flow
•Manage Reservations and Picks
Manage Reservations and Picks
Demo Flow – Manage Reservations and Picks
Search for Reservations
and Picks from the
regional search
Search by Demand
Document Type and
Number
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
Demo Flow – Manage Reservations and Picks
Reservations, Picks,
Demand, and Item detail
associated with the
demand document
Demo Flow – Manage Reservations and Picks
Create Reservation
Search and select an
existing demand
document
Enter reservation details
for the selected demand
document
Demo Flow – Manage Reservations and Picks
Create Reservation Dialog
Demand Document
Type is User Defined
Create User Defined
Demand from Actions
menu
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
Demo Flow – Manage Reservations and Picks
Edit Reservation
Demand
document details
Edit reservation
details
Demo Flow – Manage Reservations and Picks
Edit Pick
Edit picks details
Demand
document details
Demo Flow – Manage Reservations and Picks
Transfer Demand
Search for demand
document to transfer
Enter reserved
quantity to
transfer
Demo Flow – Manage Reservations and Picks
Transfer Supply
Search for supply
document to transfer
Enter reserved
quantity to
transfer
How to manage outbound programs.ppt

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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
  • 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
  • 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