Managing Inventory Status

This chapter provides an overview of inventory status and discusses how to:

Maintain inventory status.
Record inventory item comments.

Understanding Inventory Status

The inventory status pages enable you to define and modify status information for the stock in the business unit. You can assign inventory statuses and identify material that is unsuitable for commercial or internal use. The available statuses are Open, Restricted, Hold, and Rejected. These statuses, combined with the Incl Non Open in Avail (include non-open in available) option on the Inventory Definition - Business Unit Options page, affect how stock is handled during inventory transactions and which stock is considered part of the available quantity in a business unit.

There are three important factors to note:

You cannot put an item into a storage location if the identical item (including identical staged date, lot ID, serial ID, container ID, and unit of measure attributes) already exists in the storage location with a status of Hold or Rejected.

However, if the item is lot-controlled and the lot status is any status other than Open, the item is put away with the same status as the lot. Similarly, if the storage location is on hold and the item is not lot-controlled or is lot-controlled with an open lot, the item is put away with a Hold status.
The system does not include items with a status of Restricted, Hold, or Rejected on picking plans.

You can override the picking instructions and pick items with a Restricted status on the Material Picking Feedback page, but you cannot pick items with a status of Hold or Rejected.
You cannot make quantity adjustments for items with a status of Hold, unless the items reside in inspection locations.

This table lists how inventory status affects various transactions:

Inventory Status	Transfers	Adjustments	Picking/Shipping	Physical Accounting
Open	Yes	Yes	Yes	Yes
Restricted	Yes	Yes	Yes, through the Material Picking Feedback page, but not included on pick batch ID.	Yes
Hold	Yes	No, unless in an inspection location.	No	Yes
Rejected	Yes	Yes	No	Yes

This table lists how lot status (for lot-controlled items) and location status affect inventory status and how the available quantities are calculated:

Lot Status	Location Status	Inventory Status	Available Quantity for the Business Unit	Available Quantity for the Lot
Open	Open	Open	Always included.	Always included.
Open	Open	Restricted	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Open	Open	Hold	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Open	Open	Rejected	Never included.	Never included.
Open	Hold	Hold	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Restricted	Open/Hold	Restricted	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Hold	Open/Hold	Hold	Included if Incl Non Open in Avail check box is selected when defining the business unit.	Never included.
Rejected	Open/Hold	Rejected	Never included.	Never included.

These statements summarize how the inventory status is derived:

If the item is lot-controlled and the item's lot is not Open, all inventory for the lot inherits the lot status.
If the item is not lot-controlled or the item's lot is Open and the storage location is on hold, all inventory within the location inherits the location status of Hold.
If the item is not lot-controlled or the item's lot is Open and the location is not on hold, you can assign any of the four statuses to particular inventory. If the item's lot is not Open or the storage location is on hold, you cannot override the status at the inventory-item level.

Common Elements Used in This Chapter

Search	Click to access the pages where you define parameters for the element with which you are working.
Copy	Click to access the Copy to All Selected Items (Where Allowed) page, where you enter an item status. The information that you enter on the page is assigned to all items that appear.
Details	Click to access the pages where you modify element details.
Location On Hold	Places the storage location on hold. Clear this check box to remove the location from hold. You cannot put a location on hold if there is quantity reserved for any item in the location (excluding lot-controlled items with non-open lots). Changing the location status may affect items in the location that do not appear on the page (that is, items that did not meet the search criteria).
Retest Date	Enter a date to schedule retesting of items.
Status Type	Provides detail about why items are assigned a status other than Open. For example, for defective material, you can set up a status type called DEF (defective) and a reason code specifying why the inventory is defective. Set up status types on the Inventory Status Types page.
Reason Code	Provides details about inventory adjustments. Establish codes on the Reason Codes page under the General Options menu.

Maintaining Inventory Status

This section discusses how to:

Define inventory status.
Copy a status to selected items.
Modify location statuses.

Pages Used to Maintain Inventory Status

Page Name	Object Name	Navigation	Usage
Inventory Status	QUARANT_ITEMS_INV	Inventory, Manage Inventory, Inventory Status	Define or modify the status of inventory.
Selection Criteria	QUARANT_SRCH_INV	Click the Search link on the Inventory Status page.	Select items for status maintenance.
Copy to All Selected Items (Where Allowed)	QUARANT_DFLTS_INV	Click the Copy link on the Inventory Status page.	Copy status information to all lines on the Inventory Status page. Only statuses that can be changed at the individual item level can be copied.
Location Status	LOC_STATUS_INV_SP	Click the Details link on the Inventory Status page.	Change storage location status information.
Inventory Status (inquiry)	QUARANT_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Inventory Status	Inquire about inventory statuses by viewing the status of items in an inventory business unit.
Inventory Status (details)	INV_STATUS_SP	Click the Details link on the Inventory Status page.	View inventory status details.

Defining Inventory Status

Access the Inventory Status page.

Storage Location

Displays items meeting the criteria sorted by storage location. Because the status of items with non-open lots cannot be changed on this page, these items do not appear. You can also change the location status on the Material Storage Locations.

Quantity and Qty Reserved(quantity reserved)

Displays the amount of the item and its reserved quantity at the storage location. Both values are extracted from the PHYSICAL_INV table.

Status

Displays the status of item inventory balances at the storage location. The status cannot be changed if there is a negative available quantity (onhand minus reserved).. You can change the status once the available quantity becomes zero or greater. Select a status for items that are not lot-controlled. Possible statuses include:

Open: Permits regular processing of the item. You cannot change an item with this status if there is a quantity reserved (that is, if quantity in the location has been allocated to a demand line).

Restricted: Provides a warning when material transactions are performed. Items with this status are excluded from the total available quantity unless you select the Include Non-Open in Avail Qty (include non-open in available quantity) option on the Inventory Definition - Business Unit Options page.

Hold: Prevents material transactions for the item. Items with this status are excluded from the total available quantity, unless you select the Include Non-Open in Avail Qty option on the Inventory Definition - Business Unit Options page.

Rejected: Prevents material transactions for the item. Items with this status are never included in the available quantity total.

Status Type,Reason Code, and Retest Date

Select the appropriate status type and reason code, which become available depending on the status field option.

Note. If you are using a Warehouse Management System (WMS) application for this business unit, you should not make status changes on this page. If you make status changes on this page, the changes are not sent to the WMS application and, as a result, the available and unavailable balances in PeopleSoft and the WMS application can become unsynchronized.

Copying a Status to Selected Items

Access the Copy to All Selected Items (Where Allowed) page.

Status

Select a status to copy to each item that appears on the Inventory Status page.

Modifying Location Statuses

Access the Location Status page.

If the location is not an inspection location, you can select the Location On Hold check box. This information appears in the Location On Hold field on the Inventory Status page.

Recording Inventory Item Comments

This section discusses how to:

Enter inventory comments.
Search for items.

Pages Used to Record Inventory Item Comments

Page Name	Object Name	Navigation	Usage
Inventory Comments	PUTAWAY_CMTS_INV	Inventory, Manage Inventory, Inventory Comments	Enter comments for an item in a specific business unit and storage location.
Selection Criteria	PTWYCMT_SRCH_INV	Click the Search link on the Inventory Comments page.	Search for the items that you want to appear.

Storage Location	Displays items meeting the criteria sorted by storage location. Because the status of items with non-open lots cannot be changed on this page, these items do not appear. You can also change the location status on the Material Storage Locations.
Quantity and Qty Reserved(quantity reserved)	Displays the amount of the item and its reserved quantity at the storage location. Both values are extracted from the PHYSICAL_INV table.
Status	Displays the status of item inventory balances at the storage location. The status cannot be changed if there is a negative available quantity (onhand minus reserved).. You can change the status once the available quantity becomes zero or greater. Select a status for items that are not lot-controlled. Possible statuses include: Open: Permits regular processing of the item. You cannot change an item with this status if there is a quantity reserved (that is, if quantity in the location has been allocated to a demand line). Restricted: Provides a warning when material transactions are performed. Items with this status are excluded from the total available quantity unless you select the Include Non-Open in Avail Qty (include non-open in available quantity) option on the Inventory Definition - Business Unit Options page. Hold: Prevents material transactions for the item. Items with this status are excluded from the total available quantity, unless you select the Include Non-Open in Avail Qty option on the Inventory Definition - Business Unit Options page. Rejected: Prevents material transactions for the item. Items with this status are never included in the available quantity total.
Status Type,Reason Code, and Retest Date	Select the appropriate status type and reason code, which become available depending on the status field option.