Issuing Material to Production

This chapter provides an overview of component issue methods and discusses how to:

• Use the Issue method.

• Use the Kit method.

• Use the Replenishment method.

• Create and process picking plans.

• Replenish WIP locations.

• Process kit issues and returns.

• Process component de-kits.

• Issue material using electronic data collection.

• Process picking plans using electronic data collection.

• Process kit issues and returns using electronic data collection.

Understanding Component Issue Methods

After releasing production, you need the proper components to manufacture the item on the shop floor. There are several ways to make sure that the materials are there. You can stock components in the WIP locations, you can issue material directly to a production ID, or you can move the components to the shop floor when material is needed at a work center. You can also move material to production using electronic data collection.

You can issue material to production in the same manner that you control component items. In some instances, you may want only a fixed quantity located on the shop floor, especially when space is limited. In addition, there may be some items that don't need to be allocated to specific orders or a production run. In this case, you'll want to keep components on hand in the WIP locations to fulfill this need. PeopleSoft Enterprise Manufacturing supports three methods of issuing components to the shop floor: Issue, Kit, and Replenish.

You define the issue method for each component of an end item at the production area and end item level. Define the issue method by selecting one of these options:

Note. Quantities of an item that are stored in a nettable, available WIP location and that are reserved for production use aren't available for other purposes.

See Also

Understanding the Flow Production Process

Defining Manufacturing Information for an Item

Defining Production Area and Item Detail

Delivered Workflows for PeopleSoft Enterprise Manufacturing

Common Elements Used in This Chapter

See Also

Using Serial Genealogy in PeopleSoft Enterprise Manufacturing

Using the Issue Method

Use this method to issue components for a defined period of production. When using the issue method, you generate a picking plan that specifies certain parameters for picking components. For example, you might have the system to recommend the location from which to pick the components, or you might want to view all locations and then select one. You can also specify that you want to pick enough components to cover production for a certain number of days, for a date range, or for current production.

Once you define how you want to pick the material, you use picking plans to translate requested stock into material picking instructions for stockroom processing. After the material has been pulled and the picking plan is confirmed, the system decrements the picked quantities from the quantity available at the stockroom location.

When choosing the material to pick, the system uses the existing on-hand inventory quantity in the WIP location. This logic includes all component requirements for the specified time frame and nets that against the existing quantity in the WIP location as well as all pending pick plans ready to release. The logic also takes into account any operation yield. This ensures that excess material in the WIP location is always used before additional material is issued. In addition, PeopleSoft Enterprise Manufacturing includes all production from the beginning time, taking into account all previous material shortages.

Note. Quantities of an item that are stored in a nettable, available WIP location and reserved for production use aren't available for other purposes.

With this method, you can set a minimum quantity for the item in a specific WIP location. This enables you to maintain a buffer or a safety stock in the location to ensure sufficient quantity on hand is always available.

If you display substitutions on the pick plan, the process verifies that sufficient quantity on hand exists to pick the full issue quantity. If not, all effective substitute items with available quantities are listed, along with their locations. The substitute items listed are based on the list of substitutes defined in the business unit's item attributes for the original component.

See Also

Reviewing and Confirming Picking Plans

Using the Kit Method

Use this method to issue components directly to production IDs for discrete production runs. When using the kit method, you generate a PUSH or PULL picking plan in the same manner as the issue method. The material is then assembled into batches or kits. You cannot use kitting with production schedules.

When additional kitted components are required for a production ID—or when excess material must be returned back to stock—use the Issue/Return Kit Components page. If you need to return a kit in its entirety, use the Component De-Kit page.

Kitting is the required issue method for rework and teardown end items. The end item to be reworked or torn down is issued using the kit method from a non-nettable storage location. The system issues any additional components required for rework or teardown production using the issue method set for each item at the production area and item level. This issue method appears automatically from the Define Business Unit Item - Manufacturing page, and it can be overridden on the Production Area - Item Detail page.

If you display substitutions on the pick plan, the process verifies that sufficient quantity on hand exists to pick the full, required quantity for the specified production ID or operation. If not, all effective substitute items with available quantities are listed, along with their locations. The substitute items listed are based on the list of substitutes defined in the business unit item attributes for the original component.

Using the Replenishment Method

To define replenishment locations, use the Production Replenish Locations component (REPL_LOCATIONS). Use the REPL_LOCATION_CI component interface to load data into the tables for this component.

Use the replenishment method to stock components in the WIP locations at the work center where you use the component. These components are typically stocked to a defined on-hand quantity that you establish. During completions, the components are consumed from the WIP location. When the quantity on hand for an item falls below its replenishment quantity in that location, a workflow notification is sent to the stockroom, indicating the location must be replenished.

If you use PeopleSoft Enterprise Flow Production, you can also use Kanban cards, pull tickets, and pull lists to communicate the replenishment request. Before you move components into replenishment locations, specify the replenishment point for each component that you manage by using the replenishment method. You must also specify the issue multiple that is used to replenish the WIP location. Define both of these parameters using the Define Business Unit items pages. If you use PeopleSoft Enterprise Flow Production, you can also replenish the WIP locations directly from an inventory location, feeder line, or vendor using Kanban cards or online replenishment requests.

Pages Used to Use the Replenishment Method

Defining Production Replenishment Locations

Access the Prdn Replenish Locations page.

See Also

Defining Production Replenishment Locations

Understanding the Flow Production Process

Defining Replenish Details

Access the Prdn Replenish Detail page.

Creating and Processing Picking Plans

PeopleSoft Enterprise Manufacturing uses picking plans to translate requested stock into material picking instructions for stockroom processing. The system supports PUSH and PULL picking methods:

Note. Item quantities in WIP aren't available to fulfill sales orders or material stock requests.

You can create a picking plan for items in a production area that use the production issue or production kitting material issue methods. Floor stock and expensed items are never kitted or issued.

If you pick lot-controlled items and the lot isn't yet available (or has already expired), the picking plan report prints the applicable date. If the date has already passed, the lot has expired. If the date is in the future, the lot isn't yet available. The picking plan displays material from a lot as available even if it has expired, but you can then change the location using the Review Plan process (SFS6000).

The system generates picking plans for production IDs and production schedules in the Released or In Process status.

To create and process a picking plan for issue or kit components:

1. Create a picking plan using either a PUSH or PULL picking method by using the Picking Options page.

2. Pick the material.

   If you use the PULL method, record the picked components and the storage area and location from which they were picked. If you use the PUSH method, confirm that the components were picked from the storage area and location recommended in the pick plan. You can simultaneously confirm the picking plan and release material to production. To automatically initiate the Material Release process, select Release at Save, confirm the pick plan, and then save the page. Alternatively, you can schedule the process by running the Update Pick Batch process. Confirm the pick plan and selecting either the Update Pick Batch process or the Update Pick Batch and Release process.

3. Review and confirm the picking plan using the Review Plan page.

   If you pick quantity for the pick line in phases, then you should not check the complete option until you execute the final pick.

4. Issue material to the shop floor using the Material Release page, if the release process wasn't automatically initiated from the Update Pick Batch process or the Update Pick Batch and Release process.

See Also

Establishing or Updating Control Parameters for a Specific Lot

Pages Used to Create and Process Picking Plans

Generating Picking Plans

Access the Picking Options page.

Report Only Mode	Select to preview the pick plan before running it. The system does not create material reservations in Report Only mode because it is an information-only report.
Substitutes	Select to print substitutes on the pick plan. However, if you don't want the picker to pick substitutes, run the pick plan without displaying any substitutes. In this case, you can also run the pick plan in Report Only mode first, list substitutes, and then make the substitution on the component list before running the final pick plan. Note. Substitute items for rework and teardown end items do not appear. Once a partial pick has been done using an item or its substitute, it must be completed with the same item. No partial picking is permitted. If there is a shortage of the original item and it has substitutes, the substitutes appear on the pick plan. They are distinguished by a border around the substitute items. Note. The pick plan does not perform automatic substitutions.
Reprint Pick Batch	Select to reprint a previously printed pick batch.
Pick Batch ID	This edit box becomes available when you select Reprint Pick Batch. Select the pick batch ID number. If this is the first time you're printing the picking plan, don't select the Reprint Pick Batch check box.
System (Push) or Picker (Pull)	Indicate whether the system uses one of the following methods to determine the locations from which is picks components: If you select the PUSH method, the system recommends from which inventory locations to pick the material. When the system uses this method, it transfers the material from the suggested location upon material release. You can change the location prior to confirmation in the Review Plan page. If you use the PULL method, you decide which inventory location from which to pull the material and enter that information in the Review Plan page. The picking plan displays all locations (up to a maximum of 10) where available inventory is located.
Issue Method Option	Select from the following options: Issue, Kit, and Both Issue and Kit. Subsequent selection options depend on the issue method selected here.
Issue	When this method is selected, components on production IDs or schedules whose issue method is set to Production Issue are picked. Because these components are sent to WIP locations for consumption during end-item completions, the Production Selection process prompts you for WIP location information. The issue method uses netting to determine the amount of components to send to the WIP locations. The system includes all requirements through the selected date, even past due requirements when a date range is entered. It also checks requirements from production areas outside the selected range of production areas, if they share the same WIP locations. For each required component, the system determines the available quantity on hand in the WIP location. If the quantity on hand is negative, the system treats it as 0. The system then determines the required quantity of the component for the selected production. The system also reviews the quantity of in-process picking plans for the component and the WIP location. The system then checks the WIP minimum quantity, which is defined at the item and location level. It defines the additional quantity to be issued over and above the demand for Issue components. If all requirements occur as planned—and no additional material is issued to the WIP location—the component should have this quantity remaining in the WIP location. Once all demand is calculated (quantity required + WIP minimum quantity), it's netted against all supply (quantity on hand in the WIP location + all pending pick plans destined for the location). If the demand is greater than the supply, that amount appears on the pick plan. If supply is greater than demand, the component is not printed on the pick plan.
Kit	When this method is selected, components on production IDs whose issue method is set to Production Kit are picked. Because these components are issued directly to a production ID and aren't consumed from WIP locations during end item completions, you specify the production area, production ID, and operation to which you want to send material. You cannot send material to a WIP location. The pick plan nets the component's scheduled quantity against the issued quantity. If the scheduled quantity is greater than the issued quantity, it prints the quantity on the pick plan. If the issued quantity is equal to or greater than the scheduled quantity, the system considers that component requirement fulfilled and does not print it on the pick plan.
Both Issue and Kit	This method assumes that you're picking components for production regardless of the issue method. Using this option, some components are sent to WIP locations and some directly to a production ID. On the Production Selection page, you specify to which production ID kitted components are sent as well as which WIP locations are stocked.
Production Type	Select Production, Rework, or Teardown. Note. A component with the item status of Hold for the production type Production cannot be picked. However, a component with item status of Hold for rework and teardown production can be picked.
Picking Report Sort	You can sort the picking plan by component, location, or production area. The production area option is available for only pull and push kits.
Break	Select to indicate that you want each component or location to print on its own separate page. The options available depend on the issue method selected. These are the valid combinations and sort options:

Using the Pick Plan Extract Page

Access the Pick Plan Extract page.

Entering Picking Plan Production Criteria

Access the Production Selection page.

Defining Runtime Settings for Pick Plans

Access the Runtime Settings page.

Reviewing and Confirming Picking Plans

Once you generate the picking plan, you must review the plan, make any modifications to PUSH picking plans before picking the material, and enter the picking locations for the material if you're using the PULL method to issue material. You can modify the picking plan before or after you pick the material.

Defining Production Criteria for Reviewing Pick Plans

Access the Production Selection page.

Reviewing the Pick Plan

Access the Review Plan page.

Release	Select how you want the material release to occur. Options are: No Release at Save: Upon saving the page, material is reserved but not released to the production floor. You can release material to the production floor by using the Material Release page. Release at Save: Upon saving the page, material is reserved and released to the production floor. The system automatically runs the Material Release process, which decrements the quantity on hand in the selected stores locations and issues the material to the WIP locations or to the production ID.
Kit Components	Where substitutes exist, the Comp ID (component ID) field is available, and you can display substitutes for the component. The substitute component list is obtained from the BOM. No partial substitutions are allowed if components have previously been issued. Note. When a kit component is substituted, the component list is updated to reflect the substitution when you click Save on the Review Plan page. If a substitution is done on a PUSH pick plan, the original component is unpicked and the new component quantity picked. If the substitution is done on a PULL pick plan and a pick has already been recorded, the substitution is treated the same as for a PUSH plan.
Issue Components	For issue components that are consigned, the pick plan prints only non-owned material locations. If this component exists in an owned location, it must be manually transferred to an owned WIP location to be used in production. This cannot be done using the pick list. The substitute component list is obtained from the business unit level because the component may be associated with multiple end items, resulting in multiple substitute item lists. Where substitutes exist, the Comp ID (component ID) field is available, and you can display substitutes for the component. When an issue component is substituted, you must maintain the information at the component list on the Component List Maintenance page or the Edit/Issue Components page to record the substitution on the appropriate production IDs and production schedules. Until the data is updated or if another pick plan is run, the system attempts to pick the original component again.
	The system displays the number of storage levels defined for each storage location. Click the Storage Location Search button to search for a different storage area. If you're using the PUSH material issue method, the recommended storage area appears. You can modify the storage area, if you pulled material from an alternate location, as well as the quantity picked. If you need to change the picking location for a component, set the quantity to 0 or delete the existing row, and insert a new row.
Storage Area	If you're selecting consigned kit issue components, including lot- and serial-controlled components, you can pick from both owned and non-owned WIP storage locations if material exists in both. If you're using the PULL material issue method, specify the storage location such as Aisle, Level 1, Level 2,Level 3, and Level 4, depending on the storage level setup. When using the PULL material issue method for rework or teardown production, you can override the typical method and select a nettable location.
Container ID	Enter the value if you're picking from containers.
Confirm	After reviewing each entry, you can confirm the selection by selecting this option. If you confirm an item with the item status of Hold, you'll receive a warning at save time. However, you are not prevented from confirming the pick. Only those components that have been confirmed are released to production. Note. If you're modifying previously saved pick information, only the quantities can be modified. If you want to change picking location information, set the quantity to 0 or delete the row, and insert a new row.
Completed	Select to indicate that you are finished picking this pick line location. This option works with the Confirm option as follows If you select both Complete and Confirm, you cannot pick additional quantity for this pick line location after the material release process has been run. If you do not select Complete but you do select Confirm, you can pick additional quantity for this pick line location after the material release process has been run. If you select Complete but you do not select Confirm, then the Material Release process does not process this pick line. If you do not select Complete or Confirm, then the material release process does not process the pick line.
Lot ID and Serial ID	If you're using the PUSH material issue method, the serial ID is the serialized component that should have been picked from the storage area. If the component is lot-controlled, the system displays the lot ID from which the component should have been picked. If you need to change the serial ID or lot ID for a component, set the quantity to 0 and insert a new row. If you're using the PULL material issue method, specify the serial ID or lot ID for each component that you picked. If you are entering data for rework or teardown production IDs that are using serial genealogy, keep these points in mind: If the assembly is serial-controlled and the Serial in Prdn option is selected and the component being issued is the assembly item, then you must enter a serial ID when prompted. If the assembly is not serial-controlled, but the Serial in Prdn option is selected, then you must enter a serial ID when prompted. The serial association occurs during the update. Note. If the component to be issued is not serial-controlled but trace usage is serial, the Pick Plan process does not suggest the serial ID to pick. You must indicate which serial IDs are to be picked. The system verifies that the components have not been assigned to another production ID. Note. This logic is also applied to other kit issues.
	If you don't need to make any changes to locations or quantities (or once all changes and selections have been made), you can confirm all of the suggested locations and quantities at one time when you click the Confirm All button at the top of the page.
	Click the Unconfirm All button to reverse all confirmed locations and quantities.
	If you do not pick any of the items on the pick plan, click the Delete All button to remove these rows from the pick plan. This relieves any hard material stock reservations that have been made.
Confirm	You can confirm selected pick lines by selecting this check box to indicate that these pick lines are correct and material is ready to be released.
	Click the Next button to access additional items in the scroll area.
	Click the All Complete button to indicate that all pick lines have been picked and there is no other quantity to be picked.
	Click the All Incomplete button to indicate that all pick lines are not complete. This indicates that you may want to pick additional quantities for specific pick lines.
Save	Click to process the review plan.

Updating Pick Batches

Use the Update Pick Batch component to review the plan for a pick batch as a whole, or for a range of components, WIP locations, or production. This enables you to confirm, unconfirm, complete, uncomplete, or delete entire pick batches rather than maintaining each component one at a time. When you select the delete option, it won't affect any lines that have been previously released. Use this transaction to clear any unpicked pick lines.

In addition, you can simultaneously update the pick batch and release material to production using this component by running the Update Pick Batch and Material Release process (SFCONREL) or the Update Pick Batch process (SFS6002).

Setting Pick Batch Options

You can select pick batch options to update.

To select pick batch options to update:

1. Access the Pick Batch Options page.

2. Enter the following information:

   1. Select the pick batch ID.

   2. Select all or a range of line numbers.

   3. Select the option of Confirm, Unconfirm, or Delete (Unreserve).

   4. Select the option of Complete, Incomplete, or Unchanged.

   5. To update the pick batch only, select Update Only - No Report.

   6. To delete the pick batch detail, select Update and Report.

Note. All items specified on the pick plan are confirmed, even if they have been placed on hold subsequent to the generation of the pick plan.

Selecting Production Pick Batches

You can select production pick batches.

To select a production pick batch:

1. Access the Production Selection page.

2. If you're updating a pick batch for kitted material, select a range of production IDs or item IDs.

3. (Optional) Click the Item Search button next to the Item ID field to access the Item Search link to locate a different item.

4. Select all or a range of WIP locations by storage location, depending on the storage level setup, when updating a pick batch for components using the Issue method.

5. (Optional) Click the Storage Area Location button next to the WIP location fields to access the Storage Location Search link to select a different storage location.

6. Click Run to run this request.

   You can choose to run the Update Pick Batch and Material Release (SFCONREL) process or the Update Pick Batch (SFS6002) process. The Update Pick Batch and Material Release process is a two-step process that simultaneously updates pick batches and releases material to the production floor. This process must run on a server. If you don't want to release material to production at this point, select the Update Pick Batch process. Process Scheduler runs either process at user-defined intervals.

See Also

Defining Manufacturing User Preferences

Structuring Inventory

Issuing Material to the Shop Floor

You can issue material to the shop floor.

To run the Material Release process to issue material to production:

1. Access the Material Release page.

2. Indicate whether you want to release material for all confirmed picking plans, or only for those picking plans that are associated with a single pick batch.

3. Click Run to run this request. Process Scheduler runs the Material Release process at user-defined intervals.

Note. Items with the item status of Hold can be released.

See Also

SFS6000 - Material Picking Plan

Replenishing WIP Locations

As you're completing assemblies at either an operation or to stock, components using the replenish method are consumed from the WIP location associated with the operation sequence that you're completing. Once the quantity on hand for the component falls below the recommended stocking level, the WIP location must be replenished. The Replenishment Notification workflow can be used to notify the stockroom that a set quantity should be moved to the WIP location. If you are using PeopleSoft Enterprise Flow Production, you can also use Kanban cards, pull tickets, and pull lists to communicate the replenishment request. WIP locations can be replenished directly from an inventory location, feeder line, or vendor using Kanban cards or online replenishment requests

See Also

Understanding the Flow Production Process

Pages Used to Replenish WIP Locations

Issuing Components using the Replenish Method

Access the Worklist page.

The worklist entry includes the business unit, component ID, destination location, and the source location. The system recommends an issue quantity based on the item's issue multiple. When you select the worklist entry, the system displays to the Kanban Transfers page.

Creating Kanban Transfers

Access the Kanban Transfers page.

Capacity Checking and Replenishing WIP Locations

If the item is designated as an isolate item on the Inventory-Shipping/Handling page in the Define Business Unit Item component, you can replenish it to only empty WIP locations or to locations containing stock with the same item ID. The system prevents you from moving an isolate item to a WIP location with other items.

If you designate a WIP location as storing only one item on the Volume/Weight Capacity page, the system replenishes only material with that item ID to the location. If you don't specify an item ID for a single-item WIP location, the first replenishment transaction to the empty WIP location defines the only item ID that the location can contain until the item quantity has been fully depleted.

See Also

Allowing Negative Inventory and Displaying Warning Messages

Defining Basic Business Unit Attributes

Establishing Item Shipping and Handling Attributes

Processing Kit Issues and Returns

Use the Issue/Return Kit Components page to issue additional material to a production ID or return excess material back to stock. When processing kit issues and returns, you can only select production where at least one component from the component list has an issue method of kit.

You can only process kit issues and returns for production with Released, In Process, or Pending Complete statuses. If the production ID is in the Released status and you issue material using this page, the status is updated to In Process. You can't return a component that isn't included on the component list, but you can issue different components by adding a row. You cannot return more than was issued for the component nor can you do a miscellaneous issue or return of an expensed item.

Capacity Checking and Processing Kit Issues and Returns

For kit returns, if you designate a storage location as storing only one item on the Volume/Weight Capacity page (accessible from the Material Storage Locations page), the system only puts away material with that item ID in the location. If you don't specify an item ID for a single-item storage location, the first putaway transaction to the empty storage location defines the only item ID that the location can contain until the item quantity has been fully depleted. If the storage location is flagged as storing one item, the system prevents you from returning a different item to that location. If the WIP location is flagged as storing one item, the system prevents you from issuing a different item to that location.

See Also

Defining Default Storage Location Structures and Attributes

Structuring Inventory

Defining Items at the Business Unit Level

Common Elements Used in This Section

Pages Used to Process Kit Issues and Returns

Processing Kit Issues and Returns

Access the Kit Issue/Return Summary page.

Print at Save	Select to print production documents for a particular production ID at save time.
Setup Print Options	Click to access the Process/Output Options page to select different print criteria for the production documents.
	Click the Issue/Return Location button to access the Issue/Return Location page to select a specific location to which you want to return the kit components.
	Click the Detail button to access the Kit/Issue Return Detail page to view additional component details.
Component ID	Displays all components used to manufacture the end item that are issued to production using the Kit method. Each component ID is a valid item ID for the business unit. For regular production, the system displays the components in effect for the end item at the due date of production or for the item revision if one is specified. For rework production, the end item is the only component listed unless the item has a rework BOM or you have previously maintained the component list and added those components necessary to rework the end item. Teardown production is similar to rework in that the end item to be torn down is the only component listed unless you included additional material on the component list. You can change any component to a different item ID, or add a new component or substitute. You can't change the component ID or operation sequence that it is associated with after any quantity has been issued. For all production types, when adding a new component with item status of Discontinue, you receive a warning message. For regular production, you receive a warning message when adding a component with item status of Hold. In both cases, receiving the warning message does not prevent you from performing the action. For rework and teardown, components with item status of Hold are issued. For regular production, you can't add the end item as a component. For rework production, you can't delete the reworked end item from its component list. For teardown production, you can't delete the end item to be torn down from its component list. Duplicate components can exist as long as the operation sequence is unique. Note. Consigned kit components can be issued from both owned and non-owned WIP storage locations. However, consigned kit components are returned to owned WIP locations only.
	Click the Item Search button to access one of these pages. Item Search: To search for the item ID using various search criteria. Item Availability: To determine whether the item you want to use is available. Item Substitution: To display substitutes.
Pending Issue Quantity	Enter the additional amount to be issued for each component as a pending issue quantity. If you've added a new component, enter the amount of the new component that will be issued. If you're returning components, enter the amount as a negative quantity. The system allows only quantities up to the component list issue quantity to be returned. You can't process returns for components that don't exist on the component list.
Pending Yield Loss Quantity	If a certain number of the components were lost either during the issue process or during production, enter that amount in the pending yield loss quantity.

Note. If you have enabled PeopleSoft Enterprise Workflow, the system uses the Replenishment Notification workflow to notify the production supervisor (or other defined role) that there is a non-zero quantity in the pending issue field of a component.

Adding Components

You can add components to a component list.

To add components to the component list:

1. Click the Add button and select the component ID.

2. Select the operation sequence at which the component is used, and indicate whether the component quantity is per assembly or per order.

   The operation sequence is 0 by default. Change the operation to indicate where the component is used.

3. Enter the pending issue quantity and any pending yield loss quantity.

   Note. For teardown and rework production, the system suggests that you issue the end item to be torn down or reworked from a non-nettable location, but you can issue from any location.

4. Click Save to save the changes.

See Also

SFS2003 - Production Documents

Checking Item Availability

Making Item Substitutions

Delivered Workflows for PeopleSoft Enterprise Manufacturing

Selecting a Location for Issued and Returned Kit Components

Access the Kit Issue/Return Location page.

Issue Qty Total (issue quantity total)	Displays the total quantity to be issued.
Non-Owned	Indicates if the component is either non-owned or consigned. You can issue additional configured, kit components from both owned and non-owned WIP storage locations.
Storage Area	Select a value to indicate the storage area.
	Click the Storage Location Search button to select a different storage location. If you're returning a component to inventory and you don't want to use the default putaway location, you can use directed putaway to determine the component's putaway location. The system suggests putaway locations that meet the predefined rules for directed putaway. For example, you might want to put away items in zones or based on available space or weight constraints. You can override the system-suggested storage location if necessary. Note. Consigned kit components must be returned to owned storage locations.
Container ID	Specify the container if you want to move the quantity to or from a container. If a container is specified and the container exists in a storage area, the system displays the storage location for the container. If the container doesn't exist in a location or if a container isn't specified, enter the storage area from which the components are issued or to which they will be returned.
Quantity	Enter the issue or return quantity. If you're returning components, enter the quantity to be returned as a negative number. To issue components, enter the quantity to be issued as a positive number.

Selecting Directed Putaway Locations

Click the Directed Putaway link on the Kit Issue/Return location page to use directed putaway rules for the component that you're returning to inventory.

Note. If directed putaway isn't activated on the Putaway Rules page in PeopleSoft Enterprise Inventory, the Directed Putaway link is unavailable.

If more than one option meets the putaway rules, the system displays all options. Use the check boxes to select a location. The system suggests a storage area, including storage levels such as Aisle Level 1, Level 2, Level 3, and Level 4, that have been defined.

You also indicate the putaway rule, whether or not to mix stage dates or lots, and whether or not it's the default rule on the Putaway Rules page.

Capacity Checking and Directed Putaway

For kit returns, if you designate a storage location as storing only one item on the Volume/Weight Capacity page (accessible from the Material Storage Locations page), the system only puts away material with that item ID in the location. If you don't specify an item ID for a single-item storage location, the first putaway transaction to the empty storage location defines the only item ID that the location can contain until the item quantity has been fully depleted. If the storage location is flagged as storing one item, the system prevents you from returning a different item to that location.

See Also

Preparing to Implement PeopleSoft Inventory

Defining Your Operational Structure in PeopleSoft Inventory

Receiving and Putting Away Stock

Issuing or Returning Kit Serial-Controlled Components

Access the Lot/Serial Number Selection page.

Issuing or Returning Kit Lot-Controlled Components

Access the Lot/Serial Number Selection page.

Viewing or Editing Kit Issue/Return Detail

Access the Kit Issue/Return Detail page.

Processing Component De-Kits

If you need to return a complete kit to stock or reverse all kit transactions for a production ID, use the Component De-Kit component.

Note. You can't de-kit production IDs if completions, scrap, or actual labor times have been recorded.

Note. If you are de-kitting a production ID that is traced by serial genealogy, the components associated with the production ID are automatically disassociated during the de-kit process.

Page Used to Process Component De-Kits

Returning Kits to Stock

Access the Component De-Kit Selection page.

Capacity Checking and De-Kitting Components

If capacity checking is activated, the system updates the location's capacity balances when de-kitting components.

For kit returns, if you designate a storage location as storing only one item on the Volume/Weight Capacity page (accessible from the Material Storage Locations page), the system only puts away material with that item ID in the location. If you don't specify an item ID for a single-item storage location, the first putaway transaction to the empty storage location defines the only item ID that the location can contain until the item quantity has been fully depleted. If the storage location is flagged as storing one item, the system prevents you from returning a different item to that location.

See Also

Preparing to Implement PeopleSoft Inventory

Defining Your Operational Structure in PeopleSoft Inventory

Receiving and Putting Away Stock

Issuing Material Using Electronic Data Collection

PeopleSoft Enterprise Manufacturing enables you to use both the picking plan and the kit issues and returns processes with an electronic data collection system. You can access electronic data collection transactions through the SCM Integrations navigation, and you can process them using electronic data collection hardware.

When you save an electronic data collection transaction page, the page clears so that you can enter another transaction immediately. The transaction is saved in the transaction log until it is processed by background processes that continually scan the transaction log. Only selected pieces of information have edits to verify the data that is entered with electronic data collection transaction pages. The background processes validate all information before any updates are performed.

PeopleSoft Enterprise Manufacturing provides the Production Picking EIP (PRODUCTION_PICKING) to import picking information from third-party systems.

See Also

Receiving and Putting Away Stock

PeopleSoft Enterprise Manufacturing Integrations

Page Used to Issue Material Using Electronic Data Collection

Processing Picking Plans Using Electronic Data Collection

You can use electronic data collection to run picking plans.

To run picking plans using electronic data collection:

1. Create a picking plan.

   The picking plan can be either a paper report or alternatively, the download of the pick plan in the form of an extract file. If an extract file is created, it may be downloaded to the data collection device and used instead of a paper pick plan. You have the option to create an extract file when you request the picking plan.

2. Run the pick plan, which is performed by going to the physical warehouse and collecting the items and recording the pick information.

   This step is performed using a hand held device, such as a Radio Frequency (RF) device or a batch data collector. If you use a pick plan extract file, the data collection activity has the advantage of electronically comparing the picker's input against the desired pick plan for immediate validation and correction. In a paper-based system, you manually record the pick plan feedback using a RF device. Another option is to enter the data at periodic intervals using a stationary workstation equipped with a wedge.

PeopleSoft Enterprise Manufacturing production picking is based on the assumption that the warehouse already has the required bar code labels in place (such as item labels, storage location, bin, carton, and package labels) to facilitate the data collection. Various bar code labels are available through the PeopleSoft Enterprise Inventory label generation process.

When a pick batch is complete, or at designated time intervals, the collected data is transferred to the main system to be processed and updated in the database. Any line transferred and residing in the bar code transaction log is available for processing.

The Production Pick Location process moves components to production from a storage location or container as per pick plan requirements. You can enter transactions using a bar code wedge reader or manually.

You can run these electronic data collection transactions using the Production Picking component:

• M301 - Production Pick Location

• M302 - Production Pick Line Complete

• M303 - Production Pick Batch Complete

Pages Used to Process Picking Plans Using Electronic Data Collection

Using Production Picking Transactions

Access the Production Picking page.

Note. You can correct transaction errors or view the transaction log on the Transaction Maintenance page.

See Also

PeopleSoft Enterprise Supply Chain Management Integration PeopleBook

Creating and Processing Picking Plans

Processing Electronic Data Collection Picking Plan Transactions

Access the Production Picking process page.

Note. If no pick transactions exist in the log when a process scans the log, the process terminates and can be restarted by the Process Scheduler. Use the Process Scheduler with the background process to ensure that it runs continuously.

Processing Kit Issues and Returns Using Electronic Data Collection

You can use electronic data collection to process kit issues and returns.

You can process kit issues and returns for these electronic data collection transactions:

• 060A - Kit Issue to Production

• 060R - Kit Return from Production

• 060S - Kit Issue Substitute to Prdn

See Also

Defining Basic Business Unit Attributes

Establishing Item Shipping and Handling Attributes

Pages Used to Process Kit Issues and Returns Using Electronic Data Collection

Using the Kit Issue/Return Transaction

Access the Kit Issue/Return page.

Note. The format for several quantity fields on this page may be determined by the item's unit of measure and quantity precision combination that is defined in PeopleSoft Enterprise Inventory.

Processing Electronic Data Collection Kit Issue and Return Transactions

Access the Kit Issue/Return background process page.

Important! If no transactions are in the log when a process scans the log, the process terminates. It can be restarted by the Process Scheduler. Use the Process Scheduler with the background process to ensure that it runs continuously.