Setting Up the PeopleSoft System for Use with Mobile Delivery

This topic discusses how to setup PeopleSoft for use with mobile delivery.

Page Name

Definition Name

Usage

Installation Options - Mobile Inventory - Fluid Page

INSTALLATION_MIN_N

Establish Mobile Delivery installation options.

User Preferences - Mobile Inventory - Fluid Page

OPR_DEF_TABLE_MIN

Establish Mobile Delivery user preferences options. You can use this page to default all user preferences to those defined in the installation options.

Business Unit Options Page

BUS_UNIT_TBL_PM2

Determine if a signature is required from the individual receiving a delivery for the receiving business unit.

Delivery Feedback Page

MIN_DLV_FEEDBACK

Set up delivery feedback codes and descriptions.

Use the Installation Options - Mobile Inventory - Fluid page (INSTALLATION_MIN_N) to establish Mobile Delivery installation options.

Navigation:

Set Up Financials/Supply Chain > Install > Installation Options > Mobile Inventory - Fluid

Select Delivery in the Task Flow field.

This example illustrates the fields and controls on the Installation Options - Mobile Inventory - Fluid: Delivery task flow page. You can find definitions for the fields and controls later on this page.

 Installation Options - Mobile Inventory: Delivery task flow page

You use the installation options to define default values for Mobile Delivery pages in the PeopleSoft system and to define page values available on a mobile device.

Field or Control

Description

Delivery Signature Required

Select to indicate that the mobile application requires a signature of the person receiving the delivery. When this option is selected, the Perform Delivery page requires a signature.

Select Items Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Select Items for Delivery page in the Mobile Delivery task flow.

Valid values include:

  • Item ID: Select to sort items and locations on the Select Items for Delivery page by item ID. This is the default value for the installation options.

  • Deliver To: Select to sort items and locations on the Select Items for Delivery page by the requester.

Perform Delivery Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Perform Delivery page in the Mobile Delivery task flow.

Valid values include:

  • Item ID: Select to sort the items and locations on the Perform Delivery page by item ID. This is the default value for the installation options.

  • Deliver To: Select to sort the items and locations on the Perform Delivery page by the requester.

Rows Displayed

Enter the maximum number of rows that you want to display in the tables for the Mobile Delivery task flow.

Lookups

Select this check box to display the Lookup icon for all the search fields Delivery pages on the mobile device. The Lookup icon enables you to view a list of options and select one.

Description

Select to display the item descriptions on the Delivery pages on the mobile device.

Note: The system ignores this setting when an item is a description only item.

Auto Add Search Results

Select to indicate that when a search is performed for the task flow, then all matching receipt distribution lines are automatically added to the delivery.

Save Delivery Document

Select to indicate that the Delivery Document field is to remain populated after a delivery is saved.

Default Delivered To

Select to indicate that the Mobile Delivery task flow should attempt to provide a default value for the Delivered To field that is based on a hard-coded hierarchy of fields.

If this check box is selected, the system defaults the Delivered To field to:

  • The Attention To field, if the Attention To value is the same across all receipt distribution lines in the delivery.

  • The Requester Name field, if the Attention To field value is not the same across all delivery lines, and the Requester Name field value is the same across all receipt distribution lines in the delivery.

  • The Location field, if the Requester Name field value is not the same across all delivery lines, and the Location field value is the same across all receipt distribution lines in the delivery.

  • If none of the three fields are the same, the system does not provide a default value for the Delivered To field. Select how you want to define the ascending order in which items and locations are sorted on the Select Items for Delivery page in the Mobile Delivery task flow.

Display Filter Related Fields

Select to display the Filter field and Filter and Clear buttons on Mobile Delivery pages. Deselect the check box to remove the filter functionality from the pages.

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.

Display Show/Hide information

Select to display the Show/Hide icon on Delivery pages. You can use this icon to manually expand and collapse additional item information sections.

Note: When not selected the system only displays basic information for each row in the table.

Use the User Preferences - Mobile Inventory - Fluid page (OPR_DEF_TABLE_MIN) to establish Mobile Delivery user preferences options.

You can use this page to default all user preferences to those defined in the installation options.

Navigation:

Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences > Mobile Inventory - Fluid

This page uses the same values as the corresponding Installation - Mobile Delivery page. When you are setting up user preferences, you can select the Use Installation Values check box to use installation values instead of defining user preferences. When you select the check box, user preferences values are not longer available.

See Installation Options - Mobile Inventory - Fluid Page.

Use the Delivery Feedback page (MIN_DLV_FEEDBACK) to set up delivery feedback codes and descriptions.

Navigation:

Set Up Financials/Supply Chain, Product Related, Inventory Mobile, Setup Delivery Feedback

This example illustrates the fields and controls on the Mobile Delivery Feedback page. You can find definitions for the fields and controls later on this page.

 Mobile Delivery Feedback page

Use this page to provide delivery feedback codes when you use a mobile device to record the delivery of receipt line items.

Field or Control

Description

Feedback Code

Enter a feedback code for use with the Mobile Delivery task flow. The field value must be numeric and is limited to three numbers.

Delivery Feedback

Enter a description for the feedback code. When mobile device users make the deliveries, they can select the Delivery Feedback link to view and select the codes and their descriptions that you define on this page.