Implementing Collaborative Supply Management

This chapter provides an overview of Collaborative Supply Management and discusses how to:

Review Kanban requests.
Review inventory quality balances.
Create collaborative schedules.

Understanding PeopleSoft Collaborative Supply Management

This section lists prerequisites and discusses Collaborative Supply Management functional areas.

Prerequisites

Before suppliers can begin using Collaborative Supply Management, you must enable them to sign in successfully.

To set up supplier defaults, use the Suppler Side Setup Defaults component (PO_SUPP_SETUP).

Set up a vendor's profile by associating each vendor with a user ID. Use the Vendor User Setup component in PeopleSoft Purchasing. Each user ID can be associated with multiple vendor codes. Then, when a user signs in to Collaborative Supply Management, the system determines the vendor with whom the user is associated. If a user is associated with multiple vendors, the Select Vendor page enables the user to select a vendor. If no vendor code is assigned to the user, then the system administrator needs to assign a vendor code to a user ID.

See Also

Vendor Profiles

Collaborative Supply Management Functional Areas

Collaborative Supply Management enables you to collaborate more effectively with suppliers regarding inventory planning and replenishment. Collaborative Supply Management also enables suppliers to review and act upon pertinent requests and information shared in your system. Suppliers can only view information pertinent to them, based on user sign-in and assigned vendor code.

The features in Collaborative Supply Management include supplier-facing pagelets. PeopleSoft portal technology enables users to personalize homepages and include pagelets such as Recently Dispatched Schedules and Remaining Quantity Balances. These pagelets offer suppliers up-to-the-minute information about recent planning schedules and graphical views of your inventory levels, which are prioritized based on their proximity to the reorder point.

Collaborative Supply Management consists of three functional areas:

Collaborative planning schedules.

Use collaborative planning schedules to collaborate on schedule-based planned purchases with suppliers. These planned purchases can come from PeopleSoft Enterprise Supply Planning or can be entered from another source. You can generate and share a bucketed view of your demand information. Your supplier can then use a collaborative web application to review, maintain, and return supply information.
Kanban request review.

This web application enables suppliers to view current and past electronic Kanban delivery requirements initiated from Flow Production.
Inventory quantity balance review.

This web application enables suppliers to view current, on-hand balances for the vendor-managed items that they supply.

Reviewing Kanban Requests

Suppliers use this set of pages to view current and past Kanban replenishment requests (electronic Kanbans) that have been dispatched, are in the process of being received, or are completed. This complements the Kanban dispatch process and enables the supplier to audit individual Kanban requests.

This section discusses how to:

View vendor Kanban requests.
View vendor-sourced replenishment requests.
View details for vendor-sourced replenishment requests that are outstanding or have just been dispatched.
Display additional information about an inventory business unit.

Pages Used to Review Kanban Requests

Page Name	Object Name	Navigation	Usage
View Kanban Requests - Select Vendor	SF_SS_VND_LIST	Manage Supply, View Kanban Requests	Select the vendors whose Kanban requests you want to review. See Maintaining External Users. Note. This page does not appear if only one vendor is associated with the user.
View Kanban Requests	SF_VND_KANBAN_LIST	Manage Supply, View Kanban Requests Click a vendor name on the View Kanban Requests - Select Vendor page (if user is associated with multiple vendors). Use this page if user isn't associated with multiple vendors.	View vendor-sourced replenishment requests that have been dispatched, are in process, and are completed.
Vendor Kanban Request Details	SF_VND_KANBAN_SP	Click a Kanban ID link in the Kanban ID column on the View Kanban Requests page.	View details for vendor-sourced replenishment requests that are outstanding or have just been dispatched.

Viewing Vendor-Sourced Replenishment Requests

Access the View Kanban Requests page.

Show Status

Values are:

Complete: Displays items that have been delivered to the work in progress (WIP) location that generated the request.

Dispatched: Displays item requests that havebeen dispatched to the vendor and are awaiting receipt.

In Process: Displays items that have been received but not yet put away in the WIP location that generated the request.

All: Displays all Kanban requests.

Sort By

Values are:

Date/Time Dispatched

Item ID

Kanban ID

Replenishment Status

See Issuing Material to Production.

Status	WIP replenishment status. Values are: Dispatched In Process Complete
Item ID	Represents the vendor item ID, if one exists; otherwise, the item ID appears.
Vendor Qty (vendor quantity)	Displays the quantity in the vendor's unit of measure.
UOM (unit of measure)	Displays the vendor's unit of measure.
Date Time Dispatched	Displays the date and time of dispatch.
Viewed	Select to hide the Kanban requests once they have been reviewed.

Viewing Details for Vendor-Sourced Replenishment Requests That Are Outstanding or Have Been Dispatched

Access the Vendor Kanban Request Details page.

Vendor Location

Displays the vendor location that replenishes the item.

Kanban ID

Displays a unique identifier used to track replenishment requests.

Item ID

Represents the vendor item ID, if one exists; otherwise, the item ID appears.

Storage Area

Displays the WIP location for delivery of replenishment request.

WIP RPL Status (work in progress replenishment status)

Values are:

Dispatched

In Process

Complete

Creation Datetime

Displays the date that the Kanban ID was created.

Date Time Dispatched

Displays the date and time that the dispatch replenishment request process was run.

Date/Time Completed

Displays the date and time that the replenishment request was completed.

See Also

Defining Items by SetID

Reviewing Inventory Quantity Balances

Suppliers use this set of pages to review realtime inventory quantity balances for any item defined as a VMI item in the Item Vendor BU Attributes or Schedule Item Attributes pages. When reorder and restock values are maintained, suppliers can quickly identify which items are close to restock levels by sorting based on the quantity closest to the reorder or restock levels.

This section discusses how to:

View vendor inventory quantity balances.
Search for quantity balances.
View inventory quantity balances details.
View replenishment details for a selected item.

Pages Used to Review Inventory Quantity Balances

Page Name	Object Name	Navigation	Usage
View Inventory Quantity Balances - Select Vendor	WV_SS_VND_LIST	Manage Supply, View Inventory Qty Balances Click a vendor name on the View Inventory Quantity balances - Select Vendor page. Manage Supply, Approve Schedules	If more than one vendor is available, select a vendor and review inventory quantity balances for that vendor. See Maintaining External Users. Note. This page does not appear unless more than one vendor is associated with the user.
View Inventory Quantity Balances - Filter Options	IN_SSQTYBAL_SEL	If the user is associated with multiple vendors, select a vendor on the View Inventory Quantity Balances - Select Vendor page. Manage Supply, View Inventory Quantity Balances (if the user isn't associated with multiple vendors.) Click the Set Filter Options link on the View Inventory Quantity Balances - Quantity Details page.	Search for quantity balances.
View Inventory Quantity Balances - Quantity Details	IN_SSQTYBAL_SUM	Enter selection criteria on the View Inventory Quantity Balances - Filter Options page, and click the Search button. Click the Show all/Enhanced link on the Remaining Quantity Balances pagelet on PeopleSoft supplier portal.	View the inventory quantity available, the quantity owned by the supplier, and the percent remaining of the quantity available for consigned items.
View Inventory Quantity Balances - Item Replenishment Details	IN_SSQBALITM_DET	Click an Item ID link in any row in the Item ID column on the Quantity Details page.	View replenishment details for a selected item.
View Inventory Quantity Balances - Unit Details	IN_SSQBALBUNIT_DET	Click a name link in any row in the Unit column on the Quantity Details page.	Suppliers can use this page to review additional information about an inventory business unit that appears on the Quantity Details page.

Searching for Quantity Balances

Access the View Inventory Quantity Balances - Filter Options page.

Unit

Select an inventory business unit to display only the quantities that are associated with that inventory business unit.

Item ID

Select an item ID to display only the quantities that are associated with that item ID. Enter a partial value followed by % to select all items that begin with the partial value. For example, enter BIKE% to select all item IDs that begin with BIKE.

Only item IDs that have been set up as VMI items on the item setup page for the vendor are available in this list.

.

Vendor Item ID

Select a vendor ID to display only the quantities that are associated with that vendor item ID. Enter a partial value followed by % to select all vendor item IDs that begin with the partial value. For example, enter BIKE% to select all vendor item IDs that begin with BIKE.

Category

Select an item category to display only the quantities that are associated with that item category.

Percent Remaining

Enter a percent remaining to display only the quantities at that percent remaining or lower. Enter 0 to display all values at or below the reorder point. Percent remaining equals the difference between quantity available and reorder point, divided by restock value.

This field is beneficial only if reorder point and restock values are maintained for the item.

Search

Enter the search criteria, and click the Search button.

See Also

Defining Purchasing Item Categories

Maintaining External Users

Defining Configuration Attributes for an Item

Defining Item Control Values

Viewing Inventory Quantity Balances Details

Access the View Inventory Quantity Balances - Quantity Details page.

Set Filter Options

Click to select specific filter criteria.

Return to Vendor List

Click to select a different vendor.

Available only if the user is associated with more than one vendor.

Qty Owned by Vendor (quantity owned by vendor)

Displays the amount of the item that has not been consumed.

This value represents the customer's non-owned quantity.

Qty Available (quantity available)

Displays the subset of the quantity on hand, reflecting the total item quantity that can be used to fulfill demand. Can also include WIP quantities if the Include WIP QTY field is set to Yes on the Item Replenish Attributes page.

Reorder Point

Displays the amount set for replenishment of the item.

Unit

Displays the inventory business unit. Click to access the Unit Details page and review additional information.

Note. A graphical representation of this data can be accessed by viewing the Remaining Quantity Balances pagelet on the PeopleSoft supplier portal. From that pagelet, suppliers access the Quantity Details page by clicking the Show all/Enhancedlink.

See Also

Defining Purchasing Item Categories

Maintaining External Users

Defining Configuration Attributes for an Item

Defining Item Control Values

Viewing Replenishment Details for a Selected Item

Access the View Inventory Quantity Balances - Item Replenishment Details page.

Qty On Hand (quantity on hand)

Displays the total item quantity in a particular business unit, regardless of the stock's inventory status and storage location. Includes both the item quantity available and the quantity reserved. Does not reflect the total item quantity that can be used to fulfill demand.

Replenishment Class

Displays groupings for items that are subject to automatic replenishment.

Replenish Calc Period (Days) (replenishment calculation period [days])

Displays the number of days used in calculating the item's replenishment values.

Replenish Lead (Days)

Displays the average number of days from placement of the purchase order to receipt of the stock.

Reorder Quantity

Displays the static quantity ordered by automated replenishment events.

Maximum Quantity

Displays the maximum stocking quantity for the item.

Safety Stock

Displays the buffer stocking level to guard against unanticipated surges (or spikes) in average daily demand.

Last Annual Demand

Displays the item's annual demand.

Economic Order Quantity

Displays the fixed-order quantity that determines the amount of an item to be purchased or manufactured at one time.

Desired Stock-In Probability

Displays the percentage of the time to have stock on hand for an item.

See Also

Defining Item Replenishment Attributes

Creating Collaborative Planning Schedules

With collaborative planning schedules, you can build, maintain and collaborate on your supply plan. Suppliers can access the planning schedules through the supplier portal and approve, and suggest changes to, the schedule. You and the supplier can send each other alerts through email.

See Also

Using Collaborative Planning Schedules

Vendor Location	Displays the vendor location that replenishes the item.
Kanban ID	Displays a unique identifier used to track replenishment requests.
Item ID	Represents the vendor item ID, if one exists; otherwise, the item ID appears.
Storage Area	Displays the WIP location for delivery of replenishment request.
WIP RPL Status (work in progress replenishment status)	Values are: Dispatched In Process Complete
Creation Datetime	Displays the date that the Kanban ID was created.
Date Time Dispatched	Displays the date and time that the dispatch replenishment request process was run.
Date/Time Completed	Displays the date and time that the replenishment request was completed.

Unit	Select an inventory business unit to display only the quantities that are associated with that inventory business unit.
Item ID	Select an item ID to display only the quantities that are associated with that item ID. Enter a partial value followed by % to select all items that begin with the partial value. For example, enter BIKE% to select all item IDs that begin with BIKE. Only item IDs that have been set up as VMI items on the item setup page for the vendor are available in this list. .
Vendor Item ID	Select a vendor ID to display only the quantities that are associated with that vendor item ID. Enter a partial value followed by % to select all vendor item IDs that begin with the partial value. For example, enter BIKE% to select all vendor item IDs that begin with BIKE.
Category	Select an item category to display only the quantities that are associated with that item category.
Percent Remaining	Enter a percent remaining to display only the quantities at that percent remaining or lower. Enter 0 to display all values at or below the reorder point. Percent remaining equals the difference between quantity available and reorder point, divided by restock value. This field is beneficial only if reorder point and restock values are maintained for the item.
Search	Enter the search criteria, and click the Search button.

Set Filter Options	Click to select specific filter criteria.
Return to Vendor List	Click to select a different vendor. Available only if the user is associated with more than one vendor.
Qty Owned by Vendor (quantity owned by vendor)	Displays the amount of the item that has not been consumed. This value represents the customer's non-owned quantity.
Qty Available (quantity available)	Displays the subset of the quantity on hand, reflecting the total item quantity that can be used to fulfill demand. Can also include WIP quantities if the Include WIP QTY field is set to Yes on the Item Replenish Attributes page.
Reorder Point	Displays the amount set for replenishment of the item.
Unit	Displays the inventory business unit. Click to access the Unit Details page and review additional information.

Qty On Hand (quantity on hand)	Displays the total item quantity in a particular business unit, regardless of the stock's inventory status and storage location. Includes both the item quantity available and the quantity reserved. Does not reflect the total item quantity that can be used to fulfill demand.
Replenishment Class	Displays groupings for items that are subject to automatic replenishment.
Replenish Calc Period (Days) (replenishment calculation period [days])	Displays the number of days used in calculating the item's replenishment values.
Replenish Lead (Days)	Displays the average number of days from placement of the purchase order to receipt of the stock.
Reorder Quantity	Displays the static quantity ordered by automated replenishment events.
Maximum Quantity	Displays the maximum stocking quantity for the item.
Safety Stock	Displays the buffer stocking level to guard against unanticipated surges (or spikes) in average daily demand.
Last Annual Demand	Displays the item's annual demand.
Economic Order Quantity	Displays the fixed-order quantity that determines the amount of an item to be purchased or manufactured at one time.
Desired Stock-In Probability	Displays the percentage of the time to have stock on hand for an item.