Viewing Balance Information
To view balance information, use the Order Materials (RF_MATERIAL_ORDERS) component and the Service Order (RF_SERVICE_ORDER) component.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
RF_STOR_LOC_RST |
Check item balances for the inventory business units that are included in the distribution network that you define for customer support or field service operations. |
|
|
RF_STOR_LOC_RST |
Check item balances for group members of the assigned provider group. |
|
|
RF_ITM_BAL_MSG1 RF_ITM_BAL_MSG2 RF_ITM_BAL_MSG3 |
View messages about problems that the PeopleSoft CRM system encountered when it attempted to retrieve item balance information from the inventory system with the Item Balance EIP. |
Field or Control |
Description |
|---|---|
|
The Message Log button indicates that the system recorded in the Message Log an error that the Item Balance EIP encountered. Click the button to view the message on an Item Balance Message page. |
Use the Item Balance by Business Units page (RF_STOR_LOC_RST) to check item balances for the inventory business units that are included in the distribution network that you define for customer support or field service operations.
Navigation:
From the Return Material Authorization page in PeopleSoft Support (select Support, Returns), click the View Related Links button following the Replacement Item ID field and then click the Item Balance link on the transfer page.
From the Required Material page within the service order in PeopleSoft Integrated FieldService, click the Check Availability link next to the Quantity in Truck field and then click the Item Balance by Business Units link on the transfer page.
From the Order Materials page, click the Check Availability link next to the Quantity in Truck field and then click the Item Balance by Business Units link on the transfer page.
Note: This page is available only if you have implemented the Item Balance EIP to retrieve quantity balance information from PeopleSoft Inventory or a third-party inventory system.
Field or Control |
Description |
|---|---|
|
Click to access the Return Message from Inventory page. |
IN Unit (inventory business unit) |
Displays the inventory business unit in the distribution network that is associated with support or field service activities. The sequence of the business units reflects their order in the distribution network. |
Quantity Available |
Displays a subset of the quantity on hand, which reflects the total item quantity that you can use to fulfill demand. |
Quantity On Hand |
Displays, in the total item quantity in a particular business unit, regardless of the stock's inventory status and storage location. The field value includes both the item quantity available and the quantity reserved. Note: This total does not reflect the total item quantity that you can use to fulfill demand. |
Quantity Owned |
Displays, in the item's standard unit of measure, the amount of the item that the inventory business unit owns. |
Depending on from where you navigated, these links can appear at the bottom of the page: Return to RMA, Service Order, and Order Materials. Click a link to return to the corresponding component.
Use the Item Balance by Group Members page (RF_STOR_LOC_RST) to check item balances for group members of the assigned provider group.
Navigation:
From the Required Material page within the service order in PeopleSoft Integrated FieldService, click the Check Availability link next to the Quantity in Truck field and then click the Item Balance by Group Members link on the transfer page.
From the Order Materials page, click the Check Availability link next to the Quantity in Truck field and then click the Item Balance by Group Members link on the transfer page.
Note: This page is available only if you have implemented the Item Balance EIP to retrieve quantity balance information from PeopleSoft Inventory or a third-party inventory system.
Field or Control |
Description |
|---|---|
|
Click the Message Log button to access the Return Message from Inventory page. |
Provider Group Name |
Displays the name of the provider group that is assigned to the service order activity. |
Group Member Name |
Displays the name of the group member that is assigned to the service order activity. |
IN Unit (inventory business unit) |
Identifies the inventory business unit where the group member's truck stock storage locations are defined. |
Quantity Available |
Displays the amount of the item that is available to fulfill orders in the group member's good truck stock storage location. |
Area, Level 1, Level 2, Level 3, and Level 4 |
Displays the material storage area in PeopleSoft Inventory or the third-party inventory system that corresponds to the worker's good storage location. You can define a storage location definition in an inventory system using a storage area and up to four levels representing a physical subdivision of the storage area, such as aisles, rows, shelves, and bins. |
Use the Return Message from Inventory page (RF_ITM_BAL_MSG1) to view messages about problems that the PeopleSoft CRM system encountered when it attempted to retrieve item balance information from the inventory system with the Item Balance EIP.
Navigation:
Click the Message Log button on the Item Balance by Business Units page or the Item Balance by Group Members page.
Note: This page is available only if problems occur while retrieving balance information with the Item Balance EIP.
The Message Node (for Item Balance by Business Units) or Storage Area Message (for Item Balance by Group Members) group box displays information about errors with the Item Balance EIP process.
The return message is the message catalog number.
Typically, business unit errors indicate that the business unit has not been defined or the business unit-item combination is invalid in the inventory system. Storage area errors typically indicate that the storage location for the technician's truck stock has not been defined or the storage location-item combination is invalid in the inventory system.