Getting Started with PeopleSoft Enterprise Manufacturing

This chapter discusses:

Your enterprise data flow.
Recognizing your business structure.
PeopleSoft Enterprise Manufacturing integrations.
PeopleSoft Enterprise Manufacturing implementation.

Your Enterprise Data Flow

PeopleSoft Enterprise Manufacturing consists of a tightly knit, functionally rich suite of applications that streamline, automate, and augment your business processes to provide a comprehensive, global supply chain management solution.

Note. PeopleSoft Enterprise Manufacturing combines products that were previously released as PeopleSoft Bills and Routings and PeopleSoft Production Management.

PeopleSoft Enterprise Manufacturing includes these applications:

PeopleSoft Enterprise Cost Management
PeopleSoft Enterprise Engineering
PeopleSoft Enterprise Quality
PeopleSoft Enterprise Inventory
PeopleSoft Enterprise Flow Production

All PeopleSoft Enterprise Manufacturing applications are seamlessly linked. In other words, data is shared among all applications. PeopleSoft Enterprise Manufacturing also uses data that is defined in other PeopleSoft Enterprise applications, such as PeopleSoft Enterprise Product Configurator, PeopleSoft Enterprise Purchasing, PeopleSoft Enterprise Asset Management, PeopleSoft Enterprise Accounts Payable, and PeopleSoft Enterprise General Ledger.

Recognizing Your Business Structure

The first goal with the newly installed PeopleSoft Enterprise Manufacturing application is to design the system. You’ll define the shop floor and inventory structure, and the costing and accounting rules, as if you were developing your own new in-house system—without writing all the code. We’ve already anticipated the features and functionality that you’ll need through our application tables, so all you do is complete the tables, as you add business units.

Before you set up the tables, you’ll need to make some key decisions regarding how you want to define the system. As you begin making implementation decisions, consider:

Whether items will be tracked using lots or serial numbers.
Whether you want to use location accounting to financially account for inventory movement. If so, you’ll assign different general ledger inventory accounts to each storage area and production area.
Whether you have government-mandated requirements for reporting financial results that differ from the corporate chart of accounts.
How you want to set up the storage level configuration for the business unit.
Which storage areas will be WIP locations to maintain component supply for production.
Which storage locations will contain non-owned stock.
Whether you’ll use consigned inventory from suppliers.
Whether you’ll track production using discrete orders (production IDs) or track production quantities as they're completed.
Whether any of the production processes will be outsourced to a subcontractor.

You must use production IDs to implement those subcontractor processes.
Whether you want to specify automatic revision control for an item.

Note. If your organization requires engineering change orders (ECOs), change control, and document management for prototyping new items or modifying existing bills of material (BOMs), consider installing PeopleSoft Enterprise Engineering. Please contact your account manager for further information regarding this application.

See Setting Up Location Accounting.

See Preparing to Implement PeopleSoft Inventory.

Additional Considerations for Consumer Products

If you’re using consumer products, consider:

Whether you define effective-dated BOM/routing combinations (also known as production options).
Whether you generate co-products and by-products as part of the production process.

See Defining Production Options.

Additional Considerations for Landed Costs

If you’re using landed costs, consider which non-material components of an item’s cost (freight, insurance) you want to track separately.

Additional Considerations for PeopleSoft Enterprise Quality

If you’re using PeopleSoft Enterprise Quality, consider:

The processes for which you are going to collect quality information.
The type of characteristics (variables, defects) that you want to measure for the process.
Whether you are going to integrate with PeopleSoft Enterprise Quality through PeopleSoft Enterprise Manufacturing, PeopleSoft Enterprise Inventory, or PeopleSoft Enterprise Purchasing.
Whether you want to pass quality control information from the current data collection devices to PeopleSoft Enterprise Quality.

See Integrating PeopleSoft Quality With Other PeopleSoft Applications.

Additional Considerations for PeopleSoft Enterprise Engineering

If you’re using PeopleSoft Enterprise Engineering, consider these questions:

What are the procedures for introducing new products and enhancing existing products?
Do you intend to use engineering change requests (ECRs) and ECOs?
Do you collaborate with suppliers on outsourced products? Will you use PeopleSoft Enterprise Engineering self-service applications for this?
How will you manage the BOMs and routings within PeopleSoft Enterprise Engineering?
Will the master version for BOMs and routings be kept in PeopleSoft Enterprise Engineering or only “in-process” development?
Are you using a third-party vendor for product development that needs to feed BOMs into PeopleSoft Enterprise Engineering?

If so, you’ll need to use the Product Data Management EIP.
Will you use mass maintenance to modify BOMs?
Do you require revision control?

This affects how items are set up, as well as revisions and decisions regarding the use of auto-revision control during mass maintenance.
Will you have Documentum installed or will you use attachments to track design documents within the PeopleSoft Enterprise system?

Additional Considerations for Integrating to Third-Party Systems

PeopleSoft Enterprise Manufacturing integrates to third-party data collection, product data management, item content provider, and manufacturing execution systems. If you integrate to a third-party application, consider:

Whether you use electronic data collection and which type of device you’ll use: radio frequency, wedge, or batch.
Whether you integrate to a third-party system and which of the integration points you’ll implement.
Whether you use a manufacturing execution system (MES) or any other third-party systems to publish messages, and whether you’ll use chunking to distribute messages. For example, you can distribute production order data to different business units.
Additionally, you must activate the messages and set up message nodes.

You also can optionally set up chunking for “publish” messages.

See Integrating PeopleSoft Enterprise Manufacturing with Product Life Cycle Management Applications Using PDX 1.0 XML.

See Integrating with Third-Party Systems.

See PeopleSoft Enterprise Supply Chain Management Integration PeopleBook

PeopleSoft Enterprise Manufacturing Integrations

PeopleSoft Enterprise Manufacturing integrates with these PeopleSoft Enterprise applications:

How PeopleSoft Enterprise Manufacturing integrates with other PeopleSoft Enterprise applications

We discuss integration considerations in the appropriate chapters in several PeopleSoft Enterprise PeopleBooks.

PeopleSoft Enterprise Asset Management

PeopleSoft Enterprise Manufacturing enables you to track assets and maintain service schedules by optionally linking asset information from PeopleSoft Enterprise Asset Management to machine and tool resources in PeopleSoft Enterprise Manufacturing.

PeopleSoft Enterprise Cost Management

PeopleSoft Enterprise Cost Management defines the costing and accounting structure for all PeopleSoft Enterprise Manufacturing operations. You can define various costing methods for an item, such as standard, actual, perpetual, retroactive, and periodic cost. Robust cost analytics are provided to help you analyze the costs.

PeopleSoft Enterprise Engineering

As part of our design-to-deploy solution, if you have PeopleSoft Enterprise Engineering installed, you can take advantage of the integration between PeopleSoft Enterprise Manufacturing and PeopleSoft Enterprise Engineering to:

Maintain both engineering BOMs and manufacturing BOMs.
Maintain both engineering and manufacturing routings.
Transfer BOMs and routings between PeopleSoft Enterprise Manufacturing and PeopleSoft Enterprise Engineering.
Maintain document versions.
Make mass changes to manufacturing BOMs using ECOs.
View ECOs.

PeopleSoft Enterprise Flow Production

If you are using PeopleSoft Enterprise Flow Production, you can use streamlined replenish techniques to replenish production materials. Material can be replenished from an inventory location, feeder line, or supplier.

PeopleSoft Enterprise Inventory

PeopleSoft Enterprise Manufacturing uses PeopleSoft Enterprise Inventory to define item attributes, issue raw materials and subassemblies, and store finished goods. The system automatically notifies PeopleSoft Enterprise Inventory to replenish the WIP location when material is consumed and falls below user-defined levels during the backflush process.

PeopleSoft Enterprise Manufacturing accesses these items in PeopleSoft Enterprise Inventory:

Approved items in creating a BOM.
Approved items, item groups, and item families in the creation of master routings.
Material storage locations that are used to assign WIP locations to work centers.

PeopleSoft Enterprise Product Configurator

PeopleSoft Enterprise Product Configurator accesses routing information from PeopleSoft Enterprise Manufacturing. The production configuration process takes the detailed configuration information that is captured during order management and sends requirements to PeopleSoft Enterprise Manufacturing.

PeopleSoft Enterprise Order Management

PeopleSoft Enterprise Manufacturing can receive configured production orders that are created in PeopleSoft Enterprise Order Management using PeopleSoft Enterprise Product Configurator. PeopleSoft Enterprise Manufacturing produces finished goods to fulfill orders that are taken by PeopleSoft Enterprise Order Management.

PeopleSoft Enterprise Purchasing

PeopleSoft Enterprise Manufacturing accesses vendor information from PeopleSoft Enterprise Purchasing for subcontracted tasks and operations on a routing, as well as for PeopleSoft Enterprise Engineering. PeopleSoft Enterprise Purchasing works closely with PeopleSoft Enterprise Manufacturing to manage subcontracting operations. After production has been released, you can select the production IDs with subcontracted operations and send the information to PeopleSoft Enterprise Purchasing, where purchase orders will be created. PeopleSoft Enterprise Purchasing is used to provide raw materials for manufacturing.

PeopleSoft Enterprise Quality

PeopleSoft Enterprise Quality is used to record quality metrics during the manufacturing phase. PeopleSoft Enterprise Quality accesses, from PeopleSoft Enterprise Manufacturing, machine information to define machine stations where samplings occur and work center information to define work centers where samplings occur. If the installation includes PeopleSoft Enterprise Quality, and you have defined quality configuration information and quality plans in PeopleSoft Enterprise Quality for the manufactured item and its process, PeopleSoft Enterprise Manufacturing enables you to transfer completions data to immediately initiate a quality data entry session in PeopleSoft Enterprise Quality. Alarms will be triggered when PeopleSoft Enterprise Quality identifies out-of-tolerance situations.

PeopleSoft Enterprise Supply Planning

As part of our plan-to-produce solution, PeopleSoft Enterprise Supply Planning accesses both planning BOMs manufacturing BOMs and routing and master routing information (work center, task, and operation) from PeopleSoft Enterprise Manufacturing for supply planning and scheduling purposes.

PeopleSoft Enterprise Manufacturing and Third-Party Systems

This diagram illustrates PeopleSoft Enterprise Manufacturing integrations with third-party systems using EIPs:

How PeopleSoft Enterprise Manufacturing integrates with third-party systems

See Integrating with Third-Party Systems.

See Integrating PeopleSoft Enterprise Manufacturing with Product Life Cycle Management Applications Using PDX 1.0 XML.

Supplemental information about other third-party application integrations is located on the PeopleSoft Customer Connection website.

PeopleSoft Enterprise Manufacturing EIPs

This section discusses the EIPs that are used by PeopleSoft Enterprise Manufacturing to send and receive information.

EIP Name	Description
Actual Hours (PRODUCTION_ACTUAL_HOURS )	You may also want to record actual hours information that is associated with specific production, and this information may have been captured by a third-party system. Use the Actual Hours EIP to import actual hours information from third-party systems. This is an inbound, asynchronous message. See Completing Operations and Recording Scrap.
Bill of Material (BOM_SYNC)	If you use a third-party item content provider or product data management system to manage BOMs, use this EIP to import updates to engineering and manufacturing BOMs from an external system. This is an inbound, asynchronous message. See PeopleSoft Enterprise Engineering Overview.
Item Master (ITEM_SYNC)	Import item information. This is an inbound, asynchronous message. See Maintaining Bills of Material. See PeopleSoft Enterprise Engineering Overview.
Production Completions (PRODUCTION_ORDER_COMPLETION)	If you use a third-party system to record completions for production, use this EIP to import information into PeopleSoft Enterprise Manufacturing. This is an inbound, asynchronous message. See Recording Completions and Scrap Using Electronic Data Collection.
Production Order Issue (PRODUCTION_ORDER_ISSUE)	Use this EIP to import edit or issue component information from a third-party system. This is an inbound, asynchronous message. See Completing Operations and Recording Scrap.
Production Order Sync (PRODORDERSYNC)	Use this EIP to import, export, and synchronize production orders that are created in PeopleSoft Enterprise Manufacturing with any external systems. This is an inbound or outbound, asynchronous message. See Maintaining Production Orders and Production Schedules. See PeopleSoft Enterprise Supply Chain Management Integration PeopleBook
Production Order Update (PRODUCTION_ORDER_UPDATE)	Use this EIP to export production order or production schedule changes to an external system. This is an outbound, asynchronous message. See Maintaining Production Orders and Production Schedules.
Production Picking (PRODUCTION_PICKING)	Import picking information from third-party systems. This is an inbound, asynchronous message. See Issuing Material Using Electronic Data Collection.
Production Serial Association (PRODUCTION_SERIAL_ASSOCIATION)	Use this EIP to import production genealogy information from an external system. This is an inbound message. See Using Serial Genealogy in PeopleSoft Enterprise Manufacturing. See PeopleSoft Enterprise Supply Chain Management Integration PeopleBook

PeopleSoft Enterprise Manufacturing Implementation

PeopleSoft Enterprise Setup Manager enables you to generate a list of setup tasks for the organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

PeopleSoft Enterprise Manufacturing also provides component interfaces to help you load data from the existing system into PeopleSoft Enterprise Manufacturing tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
Define Routings	EN_ROUTING_CI	See Structuring Routings.
Automatic Serial Numbers	AUTO_SERIAL_NUM_CI	See Defining Items by SetID.
Production Conversion Codes	CE_CONCODE_CI	See Defining the Cost Foundation for Makeable Items.
Costing Conversion Overhead Rates	CE_CONV_OH_RATE_CI	See Defining the Cost Foundation for Makeable Items.
Conversion Rates	CE_CONV_RATE_CI	See Defining the Cost Foundation for Makeable Items.
Forecasted Purchase Costs	CE_FCST_CI	See Defining the Cost Foundation for Makeable Items.
Additional Costs by Item	CE_ITEMEXP_CI	See Defining the Cost Foundation for Makeable Items.
Conversion Overhead Codes	CE_OHCODE_CODE_CI	See Defining the Cost Foundation for Makeable Items.
Bill of Material Privileges	EN_IC_BOM_PRIV_CI	See Maintaining Bills of Material.
Item Price Markup	MARKUP_PCT_INV_CI	See Managing Transfers.
Production Replenish Locations	REPL_LOCATION_CI	See Issuing Material to Production.
Item Transfer Price	STD_PRICE_INV_CI	See Managing Transfers.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise Application Fundamentals 8.9 PeopleBook, with information about where to find the most current version of each.