Professional Documents
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Business Process Workshop Session Inventory
Business Process Workshop Session Inventory
Business Process Workshop Session Inventory
Inventory
1
Welcome
Introductions
Do you currently use Core-CT? If so,
what modules do you use?
BPW Introduction,
Project Update & Agenda
Project Director
BPW Objectives
Understand the new process flows
Identify largest impacts and changes
Focus on operations, not the system
Discuss operational issues that include:
Roles and responsibilities; skill impacts
Workload
Forms and documentation
Process and procedure changes
Scope of impact
BPW Assumptions
Statewide policies will be updated by the responsible
agency
Agency specific policies and procedures will be
updated by the individual agency
Participants already know how to manage their
inventory and understand the business rules prior to
attending Core-CT training
Training Approach
PeopleSoft Navigation Tutorial
Overview Courses
Animated PowerPoint in a Flash format
May be taken at your desktop or in a classroom based
on your agency requirements
You complete it when it is convenient for you prior to
beginning transactional training
You may take the Overview as frequently as needed
Participants:
Held 5/2 through 5/13 (TBD); invitations to be sent in April after Super
Users are identified by agency sponsors
Full day session: Includes data entry and discussion with training team
members. Held on site at Core-CT
Task Reminder
Please submit Tasks 114 and 116 (Inventory Configuration) if you have
not done so already
Inventory Conversion Mock File 1 is past due and Mock File 2 was due on
3/1 (Task 106)
BPW Activities
Agency Participants Workbook
Includes questions which will drive breakout session
discussions
End-User Validation
Complete Inventory Role Spreadsheet (Due by April 15)
Review Inventory Role Handbook
Identify Inventory users and associated roles
BPW Activities
Role Handbook
Inventory has seven roles
Agency
Agency
Agency
Agency
Agency
Agency
Agency
Inventory Processor
Inventory MSR Processor
Inventory Express Issuer
Inventory Approver
Inventory Adjuster
Inventory Reviewer
Financial Inventory Processor
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BPW Activities
Role Assignment Steps
1. Review and understand roles
2. Review Agency Inventory structure
3. Determine employee tasks
4. Complete role assignment spreadsheet for your Agency in
conjunction with your ARC
5. Review agency roles for separation of duties
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Inventory Overview
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Inventory Overview
Inventory
Setup
Inventory
Accounting
Demand
Fulfillment
Enter
Inventory
Maintain
Inventory
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Inventory Setup
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Inventory Overview
Inventory
Setup
Inventory
Accounting
Enter
Inventory
Demand
Fulfillment
Maintain
Inventory
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Buyer Contacts
DAS or DOIT
Procurement for
New Items
DAS or DOIT
Contacts Vendor/
Creates Contract
Load Vendor
Catalog in
Catalog
Management
Define Inventory
UOM
Send DAS
Supplier Kit to
Vendor
Send
Completed DAS
Supplier Kit
Back to Agency
Agency
Creates the
Contract
Agency Assigns
Item to the
Inventory
Business Unit
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Today
Warehouse/
Storage Facility
Aisle
Stock Room 1
Cabinet
Shelf
Bin
Core-CT
Define Inventory
Business Units
(i.e.CMEM1)
Define Level 1
Define Storage
Areas
Define Level 2
Define Level 3
Define Level 4
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Enter Inventory
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Inventory Overview
Inventory
Setup
Inventory
Accounting
Enter
Inventory
Demand
Fulfillment
Maintain
Inventory
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Buyer Populates
Inventory BU on
REQ/PO
(New)
Enter Receipt
Select
Locations
(Optional)
Receiver
Interface Push
Process
(Batch)
(New)
(New)
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Enter Inventory
Receive Items
through
Purchasing
Load Staged
Items
(Batch)
Staging
Errors?
Enter
Stockroom
Feedback
(Optional)
Complete
Putaway
(Batch)
Yes
Correct Stage
Errors
Express
Putaway
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Putaway Plans cannot be printed until all Load Stage Item errors are
corrected
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Demand Fulfillment
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Inventory Overview
Inventory
Setup
Inventory
Accounting
Enter
Inventory
Demand
Fulfillment
Maintain
Inventory
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Demand Fulfillment
Cancel/Hold
Request
(If Needed)
Enter MSR*
Approve
MSR*
Enter Material
Picking
Feedback
(Optional)
Picking
Confirmation
(Batch)
Ship Orders
Stock
Depletion
(Batch)
Reserve
Materials
(Batch)
Enter
Express
Issue
*MSR = Material
Stock Request
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Demand Fulfillment
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Demand Fulfillment
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Inventory Accounting
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Inventory Overview
Inventory
Setup
Inventory
Accounting
Enter
Inventory
Demand
Fulfillment
Maintain
Inventory
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Inventory Accounting
Agency Financial
Inventory
Processor
Inventory
Transactions
EPM User
with at least
one Inventory
role
Transaction
Costing
(Batch)
Accounting
Line Creation
(Batch)
Accounting
Errors?
Yes
Correct Line
Errors
Extract
Accounting
Lines using
EPM
Process
Spreadsheet
Upload
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OSC determination that all Agencies will use the FIFO (First In
First Out) Costing method for valuing Inventory. The effect of
using the FIFO costing method will be largely transparent to
users.
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For FY 2005, you will generate the current CO-59. The revised
CO-59 will be available for reporting Inventory FY 2006.
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Maintain Inventory
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Inventory Overview
Inventory
Setup
Inventory
Accounting
Enter
Inventory
Demand
Fulfillment
Maintain
Inventory
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Maintain Inventory
Review/Update
Inventory Status
Inventory Adjustments
Inventory
Replenishment
Counting Inventory
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Setup
Counting
Event
Enter Counting
Results
Run Create
Counting Event
Process
Count
Inventory
Adjust Count*
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Inventory
Breakout Session
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Agency
Agency
Agency
Agency
Agency
Agency
Agency
Inventory Processor
Inventory MSR Processor
Inventory Express Issuer
Inventory Approver
Inventory Adjuster
Inventory Reviewer
Financial Inventory Processor
Although a role may give access to a page, not all users will
need to use/transact on every page. This will be defined by
your agencys business process needs.
Various roles have been identified so that checks and balances
are in place
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Security Overview
Core-CT Security Team allocates page and Business Unit access
in the system
Page access is given by assigning role(s) to users in Core-CT
Prior to Core-CT Inventory Implementation:
BPW attendees complete Role/User mapping
BPW attendees identify which Business Units users will get access
to
Training Team will provide Security Team with the Role/User and
Business Unit information in order for Inventory personnel to have
the appropriate access in Core-CT for Inventory Go-Live
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*This is not a
finalized Inventory
menu this is only
an example.
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Agency Inventory
Processor
Day to Day Tasks:
Completes putaway
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Other Information:
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Other Information:
Has view only access to many of the pages that the Agency
Inventory Processor has access to
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Other Information:
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Inventory
Breakout Session
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Wrap-Up
Questions?
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