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EUT Course Inventory (315) Presentation Booklet PeopleSoft Version 9.2 August 2020 CAPPS Financials End-User Training (EUT)

CAPPS FINANCIALS - 315 Inventory Presentation Bookletcappstraining.cpa.texas.gov/.../315_INV/Print/CAPPS_315_Presentati… · Presentation Booklet PeopleSoft Version 9.2 August 2020

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Page 1: CAPPS FINANCIALS - 315 Inventory Presentation Bookletcappstraining.cpa.texas.gov/.../315_INV/Print/CAPPS_315_Presentati… · Presentation Booklet PeopleSoft Version 9.2 August 2020

EUT Course

Inventory (315)

Presentation Booklet

PeopleSoft Version 9.2 August 2020

CAPPS Financials

End-User Training (EUT)

Page 2: CAPPS FINANCIALS - 315 Inventory Presentation Bookletcappstraining.cpa.texas.gov/.../315_INV/Print/CAPPS_315_Presentati… · Presentation Booklet PeopleSoft Version 9.2 August 2020
Page 3: CAPPS FINANCIALS - 315 Inventory Presentation Bookletcappstraining.cpa.texas.gov/.../315_INV/Print/CAPPS_315_Presentati… · Presentation Booklet PeopleSoft Version 9.2 August 2020

CAPPS Financials

EUT Course

1

CAPPS Inventory

1. Inventory Overview

1.1 Inventory Training

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1.2 Welcome

1.3 Duration

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1.4 Preparation

Untitled Layer 1 (Slide Layer)

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1.5 Navigation

Untitled Layer 1 (Slide Layer)

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1.6 S1: Objectives

1.7 S1: Inventory Process Flow

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1.8 S1: Inventory Terms

1.9 S1: Inventory Terms Cont

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1.10 S1: Inventory Terms Cont

1.11 S1: Course Agenda

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1.12 S1: Course Objectives

2. Setting up Inventory Facility Structure

2.1 S2: Setting Up Inventory Facility Structure

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2.2 S2: Objectives

2.3 S2: Setting Up Inventory Facility Structure

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2.4 S2: Inventory Terms

2.5 S2: Outline

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2.6 S2-L1: Define Inventory Storage Locations

2.7 S2-L1: Define Inventory Storage Locations Cont

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2.8 S2-L1: Exercise

2.9 S2-L2: Define Inventory Items

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2.10 S2-L2: Define Inventory Items Cont

2.11 S2-L2: Exercise

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2.12 S2-L3: Define Default Putaway Location

2.13 S2-L3: Define Default Putaway Location Cont

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2.14 S2-L3: Exercise

3. Inventory Fulfillment

3.1 S3: Inventory Fulfillment

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3.2 S3: Objectives

3.3 S3: Inventory Replenishment Methods

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3.4 S3: Outline

3.5 S3-L1: ePro Requisition Process

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3.6 S3-L1: ePro Requisition Process Cont

3.7 S3-L1: ePro Req Entry Page

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3.8 S3-L2: Create Material Stock Request

3.9 S3-L2: Create Material Stock Request Process Overview

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3.10 S3-L2: Create Material Stock Request Process Overview Cont

3.11 S3-L2: Create Material Stock Request Process Overview Cont

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3.12 S3-L2: Material Stock Request Types

3.13 S3-L2: Exercise

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3.14 S3-L3: Express Issue - Interunit Transfer & Internal Issue

3.15 S3-L3: Express Issue Cont

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3.16 S3-L3: Exercise

4. Manage Inventory

4.1 Section 4 Manage Inventory

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4.2 S4: Objectives

4.3 S4: Outline

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4.4 S4-L1: Cancel/Hold MSR

4.5 S4-L1: Cancel/Hold MSR Cont

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4.6 S4-L1: Exercise

4.7 S4-L2: Process an RMA

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4.8 S4-L2: RMA Process Overview

4.9 S4-L2: Exercise

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4.10 S4-L3: Record Inventory Adjustments

4.11 S4-L3: Record Inventory Adjustments Cont

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4.12 S4-L3: Exercise

5. Inventory Replenishment

5.1 Section 5 Inventory Replenishment

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5.2 S5: Objectives

5.3 S5: Replenishment Process Overview

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5.4 S5: Inventory Replenishment Methods

5.5 S5: Inventory Putaway Methods

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5.6 S5: Outline

5.7 S5-L1: Establish BU Item Replenishment Attributes

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5.8 S5-L1: Inventory BU Setup Replenishment

5.9 S5-L1: Inventory BU Item Setup Replenishment

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5.10 S5-L1: Inventory BU Item Setup Replenishment

5.11 S5-L2: Create & Manage Replenishment Requests

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5.12 S5-L2: Manage Replenishment Requests

5.13 S5-L2: Manage Replenishment Request Status

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5.14 S5-L2: Exercise

5.15 S5-L3: Perform Ad Hoc Replenishment

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5.16 S5-L3: Perform Ad Hoc Replenishment Cont

5.17 S5-L4: Inventory Putaway

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5.18 S5-L4: Express Putaway

5.19 S5-L4: Express Putaway Process Overview

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5.20 S5-L4: Express Putaway Storage Location

5.21 S5-L4: Exercise

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5.22 S5-L4: Auto-putaway

5.23 S5-L4: User Preference - Auto Putaway

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5.24 S5-L4: Auto-Putaway Process Overview

5.25 S5-L4: Exercise

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6. Inventory Counts

6.1 S6: Inventory Counts