Under Initialization

The item definition has not been completed. No transactions are permitted, and the system does not list the item in any prompts.

Note. PeopleSoft Inventory and Purchasing do not publish item definition records for items with an Under Initialization status. Only items defined in PeopleSoft CRM using the Item Definition component can have this status.

Pending Approval

The item definition has been completed and is awaiting approval. No transactions are permitted, and the system does not list the item in any prompts. Pending approval items are not sent from inventory until approval occurs.

Denied Approval

The item definition has been denied. No transactions are permitted, and the system does not list the item in any prompts.

Note. In PeopleSoft CRM, item definition approval processing is a manual business process. PeopleSoft Inventory and Purchasing do not publish item definition records for items with Pending Approval or Denied Approval status. Only items that are defined in PeopleSoft CRM using the Item Definition component can have these status values.

Active

The item definition is active in the system. Items with an Active status are eligible for all item transactions in PeopleSoft CRM.

Hold

The item definition is on hold in the system.

Inactive

The item is no longer active in the system.

Discontinue

Usage of the item is being phased out.

Note. In PeopleSoft CRM, you can receive and report usage and removal for an item with a Hold, Inactive, or Discontinue status using the Order Materials and Service Order components in PeopleSoft Integrated FieldService. You can also create a return material authorization (RMA) for customers that are returning the item using the RMA Form (return material authorization form) component in PeopleSoft Support. However, you cannot enter a request to order any quantity of the item using the Order Materials component, nor can you create replacement orders for the item using the RMA Form component.

Item Number Control

ITEM_NBR_CONTROL

Items CRM, Item Number Control, Item Number Control

Define whether new items are numbered sequentially or manually.

Item Groups

INV_ITEM_GROUP

Items CRM, Item Groups, Item Groups

Define groups to categorize items. You can use item group as an alternate search key for Item ID.

Item Families

PROD_FAMILY_INV

Items CRM, Item Families, Item Families

Define families to which items can be assigned during the item definition process. You can use item family as an alternate search key for the item ID.

Stock Types

INV_STOCK_TYPE

Items CRM, Stock Types, Stock Types

Create ownership information codes for inventory items that are leased or consigned. You must specify stock types for any non-owned items that you define on the Item Definition page.

Auto Number Items

Select to enable automatic numbering. When automatic numbering is enabled, you can accept the system-generated NEXT value as the ID for each item that you define. Even if automatic numbering is enabled, you can override the NEXT value by entering item IDs manually.

Note. If you do not select this check box, you must enter IDs manually when defining new items on the Item Definition page.

Last Item Number Assigned

Enter the start of the numbering sequence that the system uses to generate unique item IDs automatically. When you select NEXT as the item ID during the item definition process, the system assigns the next sequential number in this numbering sequence as the item ID.

VAT Defaults

Click to access the VAT Defaults Setup page, which is a common page used to set up value-added tax (VAT) defaulting for all PeopleSoft applications that process VAT transactions. On this page you can define VAT defaults for bill sources, per VAT registration country and state.

Service VAT Treatment Defaults

Click to access the Service VAT Treatment Drivers Setup page, which is a common page used to set up VAT services treatment for all PeopleSoft applications that process VAT transactions. If you are required to implement special handling for services, you can specify VAT service treatment defaults for bill sources on this page for a supplier’s (seller’s) location country and state. VAT defaults are also used when integrating to PeopleSoft Transaction Billing Processor.

Item Definition

RF_ITEM_DEFN

• Items CRM, Inventory Item Definition, Item Definition

• Items CRM, Review Item Definition, Item Definition

Define inventory items at the setID level.

Substitutes

RF_ITEM_SUB

• Items CRM, Inventory Item Definition, Substitutes

• Items CRM, Review Item Definition, Substitutes

Establish substitution definitions for items. An item substitution definition specifies alternate items that may be used by personnel requesting stock for activities on service orders. View an item's substitution definition from the RMA Form component in PeopleSoft Support and from the Order Materials and Service Order component in PeopleSoft Integrated FieldService.

Description and Short Description

Enter long and short descriptions. You cannot include embedded single or double quotation marks in the description text.

Standard Unit of Measure

Enter the base unit of measure for the item that reflects the smallest transactable UOM for the item. Establish UOMs on the Units of Measure page under Set Up CRM, Common Definitions.

Warning! To minimize rounding discrepancies when using multiple UOMs, the standard UOM must be the smallest valid UOM for the item. Also, set up the standard UOM as a whole number.

Current Status Date

Displays the date on which the current status of the item definition was updated.

Stock Type

Enter the owner of the stock if the item is non-owned. First, you must establish stock types on the Stock Types page.

Item Group

Enter a group ID to categorize the item as an alternate search key. Establish item groups on the Item Groups page.

Family

Enter a family ID to categorize the item as an alternate search key. Establish item families on the Item Families page.

Currency Code

Enter the currency code used for the item.

Service Price

Enter the price for the service item being defined.

Note. This is the price that is picked up for billing the customer when integrating with PeopleSoft Transaction Billing Processor for any materials that were used to service the customer.

Service Exchange Amount

Enter the amount the customer will be credited if the old item is exchanged for the new one.

Note. This is the price that is used to credit the customer when performing a service order and removing material when integrating with PeopleSoft Transaction Billing Processor.

VAT Defaults

Click to access the VAT Defaults Setup page, which is a common page used to set up value-added tax (VAT) defaulting for all PeopleSoft applications that process VAT transactions. On this page you can define VAT defaults for bill sources, per VAT registration country and state.

Service VAT Treatment Defaults

Click to access the Service VAT Treatment Drivers Setup page, which is a common page used to set up VAT services treatment for all PeopleSoft applications that process VAT transactions. If you are required to implement special handling for services, you can specify VAT service treatment defaults for bill sources on this page for a supplier’s (seller’s) location country and state.

Create Product

Select to create a corresponding product definition for this item.

Use Item ID

Select to make the product ID the same as the item ID. If selected, the Product ID field becomes unavailable for entry.

Product ID

Enter the ID for the product definition. If you set up automatic numbering for products, enter a value of NEXT to use the next available product ID.

Inventory Item

Select if the item is physically stocked in inventory. You cannot create transactions in PeopleSoft Inventory for non-inventory items.

Non-Owned Item

Select if the item is non-owned. PeopleSoft Inventory does not create accounting entries for non-owned item transactions. If you define an item as non-owned, you must also specify a stock type.

Consigned

Select if the item is consigned. Only non-owned items can be consigned.

Lot Control

Select if the item is tracked by lot ID.

In PeopleSoft Integrated FieldService, you must enter the lot ID for transactions of lot-controlled items that are initiated on the Order Materials page and when defining installed product records for lot-controlled items on the Installed Product and Services component. You also specify the lot ID on the Time Material Expense page on the service order.

In PeopleSoft Support, you may enter the lot ID for advanced exchange RMA transactions of lot-controlled items; however, it is not required.

In PeopleSoft Inventory, you must enter the lot ID at the time of receipt and putaway and for all inventory movement transactions of lot-controlled items.

Serial Control

Select to track each unit of the item in stock by a unique identifier. Serial-controlled inventory items are managed in units of one, based on the item's standard UOM.

In PeopleSoft Integrated FieldService, you must enter the serial ID for transactions of serial-controlled items that are initiated on the Order Materials page and when defining installed product records for serial-controlled items on the Installed Product page.

You also specify the serial ID on the Time Material Expense page on the service order.

In PeopleSoft Support, you must enter the serial ID for advanced return RMA transactions of serial-controlled items.

In PeopleSoft Inventory, you must enter the serial ID at the time of receipt and putaway and for all inventory movement transactions of serial-controlled items.

Shipping Serial Control

Select to assign a unique identifier to each unit of the item if serial tracking is required only at the time of shipment. Until ship-serial-controlled items are shipped, you can move them to different stock locations within the PeopleSoft Inventory business unit without serial control, which simplifies transaction processing and entry.

Serial numbers are then assigned at the time of shipment to provide tracking on products shipped to customers, internal locations, and other PeopleSoft Inventory business units.

When a user records the quantity received, used, not used, and removed for a ship-serial-controlled item on the Order Materials page in PeopleSoft CRM, you must enter the ship-serial ID. The system uses this ID to accurately update the customer's installed product record.

Note. The reporting of materials used and removed can also be completed on the Time Material and Expense page.

Serviceable

Select if a service can be performed on the item. You create services and service orders only for items that are serviceable. You specify products and installed products on the service order and items when you are ordering, receiving, using and removing materials.

Returnable

Select if the item can be returned. This data is for informational purposes only.

The removal of a nonreturnable item on the Time Material Expense page on the service order does not trigger any inventory adjustment transactions.

The system issues a warning if you try to return an item that is not identified as returnable using the RMA Form component. You can select to cancel or proceed with the transaction.

Consumable

Select if the item can be scrapped rather than returned. When the removal of a consumable item is recorded on the service order component, the system does not trigger any inventory adjustment transactions. However, the system updates the customer's installed product record to reflect the removal of the installed item.

Configured

Select if one of the PeopleSoft configurator products can configure the item.

Configuration Schema

Enter a schema to be used for the configuration of the item. This field applies only to PeopleSoft Advanced Configurator.

Distribution Model

Enter a model to be used for the configuration of the item. This field applies only to PeopleSoft Sales Product Configurator.

Configuration Code Generation

Select to generate configuration codes automatically based on the specified template. This field applies only to PeopleSoft Sales Product Configurator.

You cannot change an item's configuration options to use configuration codes if there is activity in the system for the item (such as inventory balances, customer orders, and so forth).

Template

Enter the name of the template that is used to generate configuration codes. This field applies only to PeopleSoft Sales Product Configurator.

Warranty Name

Enter the warranty that is associated with the item. Establish warranties on the Warranty page.

Status

Select the current status of the warranty. Values are Active and Inactive.

Note. An item can have only one active warranty associated with it.

Priority

Enter a priority value for each substitute item that you add. The substitute item with the highest priority (the lowest number) should be the first choice when substitutions are made. Though priority doesn't need to be sequential, it must be greater than 0.

From Date

Enter the date on which the substitute item becomes a valid substitution option. The default is the current date.

To Date

Enter the date on which the substitute item is no longer a valid substitution option. The default is December 31, 2099.

Rate

Enter the quantity of the substitute item that is required to replace the original item. The default conversion rate is 1. Conversion rates are calculated using the item's standard UOM.

Use for Shipments

Select if the substitute item is valid for material stock requests during the picking process in your inventory system.

Units of Measure

INV_ITEM_UOM

Items CRM, Units of Measure, Units of Measure

Add UOMs to an item.

Unit of Measure

Enter a UOM that is also used for transactions involving this item. You establish UOMs under Set Up CRM, Common Definitions, Units of Measure, Units of Measure.

Note. In PeopleSoft Integrated FieldService, the system uses the item's standard UOM for all item transactions initiated from the Order Materials and Service Order component. Similarly, in PeopleSoft Support, the system uses the item's standard UOM only for return material authorization (RMA) and replacement transactions initiated from the RMA Form component.

Conversion Rate

Enter the conversion rate between the standard UOM (in the Convert To group box) and the UOM (in the Convert From group box). If you have specified the conversion rate between these two UOMs under Set Up CRM, Common Definition, Units of Measures, the CRM system populates the value automatically when you specify the UOM (in the Convert From group box).

To determine the conversion rate to enter, consider the relationship between the standard UOM and this new UOM. For example, suppose that the standard UOM for the item is EA (each) and this newly added UOM is CS (case), and one CS of the item contains 5 EA items, enter 5 as the conversion rate. The value's format gets updated after you save the record.

Quantity Precision

Select how calculated or user-entered quantities should be presented in the system, as decimal (up to four decimal places) or whole number.

This field applies to PeopleSoft SCM.

Default Stocking UOM

Select if this unit of measure is the default stocking UOM. This field applies only to PeopleSoft SCM.

When you assign UOMs to an item on the Units of Measure page, you indicate whether each UOM is valid for ordering, shipping, or stocking transactions. If more than one UOM is valid for stocking, specify which of these should be the default stocking UOM.

Ordering

Select if the UOM is used for stock requests or for express issue transactions in PeopleSoft Inventory. Order Management also uses the ordering UOM. In Order Capture, the system prompts for product UOMs that are defined as valid ordering UOMs.

Shipping

Select if the UOM is used for shipping and issues transactions in PeopleSoft Inventory.

Stocking

Select if the UOM is used for putaway or receiving transactions in PeopleSoft Inventory. You can also use this UOM for numerous other transactions in PeopleSoft Inventory, including transfers, container management, adjustments, picking, and physical accounting.

Select All and Deselect All

When you first define an item-UOM combination, only one field appears in the Unit of Measure Type group box. If the selected UOM is valid for all transactions involving this item, click the Select All button.

If the selected UOM is no longer valid for a given transaction, click the Deselect All button to clear the UOM type fields, then insert valid transactions.