PeopleSoft Mobile Inventory Management 9.1 PeopleBook

Using Mobile Express Issue

This chapter provides an overview of Mobile Express Issue using PeopleSoft Mobile Inventory Management and discusses how to:

Set up the PeopleSoft system for express issue.
Process internal express issues using a mobile device.

Understanding Express Issue Using PeopleSoft Mobile Inventory Management

Mobile Inventory supports an internal express issue where you create an internal order online and reserve, pick, and ship the stock in one step. Internal orders are orders for a department or location within an organization. The mobile Express Issue task flow leverages the functionality of the Express Issue component in PeopleSoft Inventory.

Errors returned by the component interface display on the mobile device, but warnings and informational messages are not displayed. The express issue transaction is not meant for entering a high number of receipts in a single transaction.

See Creating Online Orders Using Express Issue in PeopleSoft Inventory.

To perform an internal express issue using a mobile device:

On the PeopleSoft Mobile Inventory Management menu, select the Express Issue task flow.
Use the Express Issue page to initiate an internal express issue by defining the business unit, order number, location and issue quantity.
After entering issue information, click the Add Line button to add the line to the express issue.

The system adds the line, updates the Line Selection table with the next line number. If you have selected the Prior Entry Caption in the Options page, then the system displays your last transaction in the Prior Entry box at the bottom of the page.
After adding the line, click the Save button.

The system displays the Issue Created page. The page displays the business unit, the new order number, the new shipping ID, and whether the Inventory Depletion process has bee scheduled and its process instance number.
Click the OK button on the Issue Created page.

The system processes the internal express issue and updates the PeopleSoft Inventory system with the order that you just created.

Transaction lines on the mobile device are available for update until you save the transaction. When you save the transaction, the device sends the information to the Component Interface, which formats the data for processing by the PeopleSoft Inventory system Express Issue component. The interface sends any error messages issued by the PeopleSoft Express Issue component back to the mobile device.

Lot and serial transactions are not currently supported by the Express Issue task flow transactions.

If an entry results in a negative inventory situation, and negative inventory is not allowed for the business unit, an error displays. If negative inventory is allowed, the system does not issue a message and saves the transaction.

After you save the transaction, the system:

Displays a message on the device with the new order number.
Displays a message indicating that the Inventory Depletion process has been scheduled and its process instance number, if the system has been set up to submit the depletions at save time.
Displays the Express Issue page for input of a new transaction.

Setting Up the PeopleSoft System for Mobile Express Issue

When you use Mobile Inventory to perform internal express issues, you use information that has been established in the PeopleSoft Inventory system. This section discusses how to:

Define express issue installation options.
Setup express issue user preferences.

Pages Used to Set Up the PeopleSoft System for Mobile Express Issue

Page Name	Definition Name	Navigation	Usage
Installation Options - Mobile Inventory	INSTALLATION_MIN	Set Up Financials/Supply Chain, Install, Installation Options, and select the Express Issue task flow	Define express issue installation options.
User Preferences - Mobile Inventory	MIN_USER_TASK_OPT	Set Up Financials/Supply Chain, Common Definitions, User Preferences, Mobile Inventory, and select the Express Issue task flow	Set up express issue user preferences.
Define User Preferences - Overall Preferences	OPR_DEF_TABLE_FS1	Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Overall Preferences	Use the Business Unit field to define the default Inventory business unit used on the Express Issue page.
Setup Component Interfaces	MIN_CMPINTFC	Set Up Financials/Supply Chain, Product Related, Inventory Mobile, Setup Component Interfaces	Define the component interface for the Express Issue mobile page. See Setting Up PeopleSoft Mobile Inventory Management.
Setup Mobile Services	MIN_SERVICES	Set Up Financials/Supply Chain, Product Related, Inventory Mobile, Setup Mobile Services	Identify and setup the PeopleSoft Integration Broker services to be used with the Express Issue task flow.

Defining Express Issue Installation Options

Access the Installation Options - Mobile Inventory: Express Issue task flow page (Set Up Financials/Supply Chain, Install, Installation Options, and select the Express Issue task flow).

You use installation options to define default values for Mobile Express Issue pages in the PeopleSoft system and to control the behavior of the transaction.

Task Flow	Identifies the Mobile Inventory Management task flow that uses the settings on this page. Enter the value of Express Issue to define installation-level options for the Express Issue page.
Rows Displayed	Enter the maximum number of items to display on the Express Issue page. You can update this value using the Options table on the Express Issue page.
Display Lookups	Select to display the Lookup icon for the fields on the Express Issue page. The Lookup icon enables you to view a list of values and select one.
Alternate Item Display	Select an option that indicates how an item, alternate item, or both are displayed when an alternate item is specified for the transaction. Options include: Alternate Only, Alternate as Primary, Item Only, and Item as Primary. For more information about alternate items: See Setting Up Alternative Item Identifiers.
Display Description	Select to display the item descriptions on the Express Issues page when using a mobile device.
Collapse Header	Select to indicate that the header should be collapsed. You can also change the setting using the Options table on the Express Issue page.
Display Filter Related Fields	Select this check box to display the Filter field and Filter button on the Express Issue page. Deselect this check box to remove the filter functionality from the pages.
Display Prior Entry Caption	Select this check box to display your last transaction in the Prior Entry box when you are adding items for an express issue.
Display Show/Hide in tables	Select to display the Show and Hide options for express issue pages. The options make it possible for you to expand and collapse extra line information in tables.
Default Stocking UOM (default stocking unit of measure)	Select to display the unit of measure used to as the stocking unit of measure. When you select the check box, the Default Stocking UOM field appears on the Express Issue page. You can use the Options link on that page to change the setting.
Filter All Alternate Items	Select to indicate that you want the system to search through all possible alternate items when filtering a table. If an alternate item identifier is entered in the Filter field, the item ID (MASTER_ITEM_TBL) that matches the alternate is shown in the table. Deselect to indicate that the system should not use alternate item identifiers to filter the table. This can improve system performance for the task flow.

See Using the Mobile Inventory Installation Page.

Defining User Preferences for Express Issues

Access the Express Issue Details page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Mobile Inventory, and select the Express Issue task flow).

The values on this page are the same as those on the installation options page. Select the Use Installation Values check box to apply the values from the Installation Options – Mobile Inventory page for the Express Issue task flow. When you click the check box, the display options on this page are no longer available.

See Defining Express Issue Installation Options.

Processing Internal Express Issues on a Mobile Device

This section discusses how to:

Enter header information for an internal express issue.
Define line information for an internal express issue.
View multiple lines in an internal express issue.
Update express issue options.

Pages Used to Process Internal Express Issues on a Mobile Device

Use these pages to process express issues.

Page Name	Navigation	Usage
Express Issue	Mobile Inventory, Express Issue, and click the Header Expand button	Enter header internal express issue.
Express Issue with line information	Mobile Inventory, Express Issue, and collapse the header	Define line information for express issues.
Express Issue with display all view	Mobile Inventory, Express Issue, and click the Display All link.	View multiple lines on the express issue order.
Express Issue with options	Mobile Inventory, Internal Issue, and click the Options link	Update express issue options.

Entering Header Information for an Internal Express Issue

Access the Express Issue page with header information (Mobile Inventory, Express Issue, and click the Header link).

When you access the Express Issue page, the system provides default values from the PeopleSoft Inventory system installation or user preferences set up pages. To view all of the default settings, click the Options link.

Note. If the header is collapsed when you access the Express Issue page, click the Expand icon to view header information.

Use the Express Issue page to initiate an internal express issue. Depending on how user preferences and installation options are defined for the Express Issue task flow, the header can display as collapsed or expanded. Click the Collapse header icon if you want to close the Header table. After you add an item to the issue, the Prior Entry table appears on the page for informational purposes.

Unit	Displays the default business unit established for the user. You can select another business unit in which to create an internal express issue. After you enter add a line, the Business Unit field becomes a display only field.
Lookup icon	Click the Lookup icon to access the Look Up Business Unit page where you can search for a business unit.
Order	Enter an order number. If you're using autonumbering, the order number is either NEXT or the starting sequence that you entered. The combination of inventory business unit, demand source, source business unit, and order number will identify a specific order in fulfillment.
Location	Displays the location associated with the user's default business unit as defined in the PeopleSoft Inventory user preferences. If you change the business unit in the header information, the system changes the location to that business unit's location.
Dist Type (distribution type)	Displays the distribution type if a default value is available. The distribution type is based on the transaction type. You can override the value.
Ovrd GL	If this is an interunit expensed issue, you can enter a new General Ledger business unit against which the transaction is costed. The system validates the destination business unit's ChartFields against the new value and costs the issue using the defined interunit transfer price.
Ship To(ship to customer)	Enter a ship-to customer.
Sold To (sold to customer)	Enter a sold-to customer. The field is used with the Ship To Cust field to define the correct shipping information.
Use Default Location	Select this check box to enable the system to select a Storage Location field value when you do not enter a value. The system attempts to pick from the item's default putaway location.
Options	Click this link to access the display options that you can define for use with Express Issue pages. The values for express issue options are initially set using the installation values or user preferences. You can update the values. The system immediately applies your selections when you return to this page. See Updating Express Issue Options.
Display All	Click this link to access the Express Issue display all page where you can view multiple order lines together.

Defining Line Information for an Internal Express Issue

Access the Express Issue page with line information (Mobile Inventory, Express Issue, and scroll to the Line Information table).

Use the Line Information table to enter express issue order and item information.

Dist Type (distribution type)	Enter a distribution type if you want to override the distribution type header-level value, otherwise, the system automatically tabs past this field. If a distribution type value does not exist in the header, this field appears blank.
Item	Select or enter an item ID for which you want to create an internal express issue. The item's description appears below the item. When you deselect the Display Description check box, the item's description does not appear. Also, if an item's description is blank, a description does not appear. After entering an alternate identifier in this field, the system may change the value depending on the option selected in the Alternate Item Display field on the Options page for the task flow. See Setting Up Alternative Item Identifiers.
Fetch	Click this button to retrieve the item that you entered. When you click Fetch, the system verifies the item ID and refreshes the page and updates the item description. The fetch feature is also initiated when you tab out of the Item ID field. The item's appropriate default unit of measure and default putaway storage location will also be updated when you click the Fetch button. And, if the Display Description check box is selected the description will be updated.
(Lookup icon)	Click the Lookup icon to access the Look Up Item ID page where you can locate and select an item to include in the express issue.
Stor Loc (storage location)	Enter a storage location or use the Lookup icon to select a location. You can select different storage locations for an express issue. This is a required field.
UOM (unit of measure)	Enter the unit of measure for the item that is being express issued. The system populates this field with the standard UOM if a standard UOM is defined for the item and storage location. You can change the value in this field by entering a new value or using the lookup icon.
Qty	Enter the amount that you want to issue.
Add Line	Click to add another item to this express issue. When you click the button, the system verifies and adds the current item to the internal issue, updates the Prior Entry table with the current item, and displays a new page where you can enter another item ID to this order. The Add Line feature is also initiated when you tab out of the Qty field. When adding a line with the same item as the previous line, the previous UOM and storage location are automatically applied as default values to the new line. See PeopleSoft Mobile Inventory Management, Using Mobile Express Issue, Processing Internal Express Issues on a Mobile Device, Adding Lines to Express Issues
Save	Click to save the current express issue transaction. An order number is assigned and the page is refreshed for you next order. Once an order has been saved, you cannot change the order since it has already started the shipping process in PeopleSoft Inventory.
Prior Entry (group box)	The Prior Entry group box displays information about the last order line entered into this order when you clicked the Add Line button. The line information includes the item ID, quantity ordered, item description, order line number, and picking storage location. Use the Modify button to retrieve this line and edit the information. Click the Delete icon to remove this line from the order.

Viewing Multiple Lines in an Internal Express Issue

Access the Express Issue display all page (click the Display All link on the Express Issue page).

Use this page to view and work with multiple order lines within your express issue order. The order quantity for a line can be changed on this page.

Expand	Click to view additional line details, including the order line number and the picking storage location.
Delete	Click to delete the item from the express issue.
Save	Click to submit your express issue order
Enter Items	Click to return to the primary Express Issue page.

Updating Express Issue Options

Access the Express Issue with Options page (click the Options link on the Express Issue page).

You use the Express Issues options page to update the display values for Express Issue task flow pages. The page initially appears with the default settings from the PeopleSoft system installation options or user preference settings.

You can select or deselect the check boxes as needed. Upon completing the current session using the Express Issue task flow and exiting the page, any updates that you make to the options are replaced by the system-defined options. When you select or deselect a check box, the update goes into effect immediately when you click the Return button.

To not make any updates that you may have selected or deselected, click the Cancel button. The system returns to the Express Issue page without applying the changes.