PeopleSoft Mobile Inventory

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PeopleSoft Mobile Inventory 9.2 provides a lot of benefits and as new instances are released, new functionality is being added.

Across different industries, users perform tasks using handheld Windows-enabled devices, PDAs, tablets, and handheld rugged scanners. One area in particular that mobile devices have a big impact on is Mobile Inventory as it provides many benefits, such as improved accuracy, increased mobility, and convenience, thereby streamlining movement, counts, and inquiries while reducing human errors.

Mobile Inventory Management addresses various inventory and purchasing functions. The list of supported transactions includes such things as:

  • Par Count
  • Par Count Ad Hoc
  • Guided Count
  • Receiving Ad Hoc
  • Express Issue
  • Count by Location
  • Count by Item
  • Manual Count
  • Perform Put Away
  • Bin-to-Bin Transfer
  • Delivery Cart
  • Delivery
  • Receiving PO
  • Adjustments
  • Picking Feedback
  • Item Stock Inquiry
  • Fulfillment Inquiry

As you may have noticed, not all transactions and inquiries listed above may be relevant to your corporation. Not to worry, you have the option of selecting what will be implemented when using PeopleSoft Mobile Inventory Management.

On another note, there are several advantages of implementing PeopleSoft Mobile Inventory over a third-party hand held system to integrate mobile devices. The biggest advantage is that Mobile Inventory Management shares the same database as the other PeopleSoft SCM modules and eliminates the need to install, configure and maintain a separate database for your mobile device capture needs. As a result, some of the key features that Mobile Inventory has to offer includes the following:

  • Real-time mobile transactions on various rugged and personal devices
  • Reduction of data errors through barcode scanning
  • Support for transactions and inquiries in receiving and inventory
  • Rapid deployment leveraging existing PeopleSoft Inventory and Purchasing processes
  • Security enabled by Role and User ID
  • Leveraging of PeopleSoft Security setup
  • Easy personalization of page rendering on various devices based on user preferences and skill levels

If you have any questions regarding PeopleSoft Mobile Inventory or PeopleSoft in general feel free to reach out to us anytime.

PeopleSoft 9.2 Optimization White Paper

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We have posted many blogs surrounding the topics of optimization, such as the structured process to optimization, configuring WorkCenters, Fluid navigation collections, Fluid pivot grid tiles, simplified analytics, etc. We have also published a detailed white paper that describes the structured workshops, PeopleSoft product reviews and optimization roadmap – putting the concepts together from beginning to end including a specific results-oriented example. It is important to fully understand how all of these concepts come together to most effectively optimize PeopleSoft. Below is an excerpt from our white paper. Be sure to check out it out in its entirety by clicking here.

From our white paper:

We have seen it many times before, organizations upgrade to 9.2 but only perform a technical upgrade to maintain support. While it may serve the organization in the short term to quickly or cheaply move to 9.2, it does not provide the business any value. The business continues to operate as though it was the early 2000’s, not leveraging the modern toolset and latest features and functionality. There is no optimization and improvement in the business processes or overall improvement to the organization which does not result in cost savings, strategic value-add of employees or, in general, more efficient operations.

Let’s explore specifically how the above-defined scenario can be detrimental to the organization but, at the same time, be easily fixable – not only easily fixable but likely resulting in far superior business value than could be envisioned……

Within this white paper we will walk through the formal and structured process to PeopleSoft optimization: define key objectives for the organization and leverage those objectives as a guide to analyzing the new features and functionality to deploy, create recommendations, prioritize those recommendations, create a project and deliverables roadmap and provide an example with results tying the process all together.

If you have any questions or need any additional information, please email me at

Successful Change Management Tips

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Change. That simple word can be frightening to many people. I don’t know of anyone who really LIKES change. Change is often thought of as something that happens to you, not something you can control and it can be scary – that unknown quantity that can turn an End User’s routine upside down. Most often […]

Learn How to Setup PeopleSoft HCM My Analytics

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Many of the Manager Self-Service Fluid Pages now include a slide out supplementary panel which includes My Analytics. This function is new in Image 21, using PeopleTools 8.55 functionality or higher. The panel provides related information and insight to help managers complete their transactions. Managers can use the My Analytics tab to create their own […]

WorkCenters….What Are You Waiting For?

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Often times, companies decide on doing technical upgrades and don’t take advantage of the new features that are available with a new release. One feature that is often overlooked are PeopleSoft WorkCenters. WorkCenters eliminate tedious navigating and provide a “one-stop shop” for business users to do such things as: Process and perform transactions Take actions […]

Fluid Approval for Suppliers

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Fluid Approval for Suppliers allows you to view detailed information about suppliers awaiting approval and approve or deny the request. This enhanced functionality is new in PeopleSoft 9.2 Image 23 – more Fluid functionality on the supplier side for approvals anywhere, anytime. For Navigation, you can get to the supplier approval in your approvals list. […]

PeopleSoft Treasure: Equipment Assets as Tools

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Continuing on my treasure hunt in PeopleSoft, this time I’ll be highlighting the use of Tools. If you’ve used the Maintenance Management Module and have created at least one Work Order, you’ve seen the Tools link on the Requirements and Schedules tabs. Basically, Tools are assets that are identified as tools in the asset record. […]

Fluid Accounts Payable WorkCenter

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Have you seen the new Fluid WorkCenters? If not you should spend some time investigating them. Fluid WorkCenters take the very powerful classic WorkCenters and turn some of the content into Fluid for a better mobile experience allowing users to execute many of their daily job tasks anywhere, any time. One of the new Fluid […]

Selective Adoption

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Now that you’re on PeopleSoft 9.2, you’re probably wondering what Selective Adoption means and what is the best approach to stay current? Selective Adoption is the new methodology that came along with PeopleSoft 9.2 that allows you to selectively apply PeopleSoft fixes and new features as you want them instead of having to wait for […]