Inquiring and Reporting About On-Hand Stock

This chapter provides an overview of stock reporting and discusses how to:

View transaction history.
Inquire about item usage and receipts.
Use the IN Populate Usage Desktop application engine process.
Update item usage totals.
View material usage totals by items, customers, and transactions.
Check item availability.
Providing item availability checks to third-party systems.
View item balances.
Provide inventory balances to third-party systems.
Perform stock inquiries.
Identify slow-moving inventory.
Use tree-based stock information.

Understanding On-Hand Inventory Reporting

PeopleSoft Inventory provides inquiries and reports to help you track and review business unit information about stock, transactions, and quantity balances. A single record, TRANSACTION_INV, captures all inventory transactions, such as putaway and physical accounting transactions, storage location transfers, material issues and shipments, and quantity adjustments.

Viewing Transaction History

This section discusses how to:

View transaction history.
Search for transaction history.

Pages Used to View Transaction History

Page Name	Object Name	Navigation	Usage
Transaction History	INQ_TRANS_INV	Inventory, Manage Inventory, Analyze Inventory, Review Transaction History, Transaction History Inventory, Inventory Counts, Reconcile Inventory Balances, Review Transaction History, Transaction History	View inventory item transaction history sorted by date, transaction group, or user.
Transaction History Search Criteria	INQ_TRANS_INV_SEC	Click the Search link on the Transaction History page.	Define search parameters for transactions.

Viewing Transaction History

Access the Transaction History page.

The Record field and arrow buttons on the right side of the page provide navigation controls for your selected record set. First, create subsets of data by entering the number of records with which you want to work. The default is 22. If you change the default, click the Search link to refresh the data in the scroll area.

Note. For optimal performance, you should work with fewer than 50 records at a time.

Search	Click to access the Transaction History Search Criteria page, where you can enter parameters to define the transactions with which you want to work.
	Click Use the First Set button to navigate from one data subset to another. Click this button to access the first subset of rows (the first record of the first n rows).
	Click the Previous Set button to access the first record of the previous set of n rows.
	Click the Next Set of Data button to access the first record of the next set of n rows.
	Click the Last Set button to access the last subset of rows (the first record of the last n rows).
Date Timestamp	Indicates when transactions occurred.
	Click the Save User Preferences button to save the dynamic column settings for your user ID.

In the five dynamic column headings available in the scroll area, you can choose the transaction attributes that you want to display and the order in which you want them arranged. For example, you might want to see the base quantity of the transaction first, then the transaction group. In this case, select Base Qty (base quantity) in the first list box and Tran Group in the second. PeopleSoft Inventory changes the page display to display your selections. You can change all of the columns using this method to create a custom view of the transactions that have occurred for this item in this business unit.

The Onhand Qty (onhand quantity) column displays a running total of how the transactions affected the item's on-hand quantity balance. The running total appears only if the search parameters include business unit, item ID, area, or date. If you enter the container, lot ID, serial ID, user, or transaction group, the running total does not appear.

Searching for Transaction History

Access the Transaction History Search Criteria page.

Only items with a status of Active, Hold, Discontinue, and Inactive are valid and only these values appear in the list of values. To restrict the search, you can enter any combination of the criteria.

See Also

Managing Inventory by Item Status

Understanding the Flow Production Process

Inquiring About Item Usage and Receipts

The Consumer Usage Inquiry component provides material usage for the business unit by consumer; the Usage Desktop enables multilevel inquiry about usage quantities for a business unit-item combination.

The IN Populate Usage Desktop process (IN_USG_DSKTP) calculates and summarizes item usage information.
The Usage Desktop Inquiry page displays item usage and transaction data.

This inquiry page displays usage quantities in period (monthly) buckets for 12 periods. Reorder characteristics appear on the same page to enable you to make comparisons between usage quantities and reorder amounts. The system provides additional drill-down capabilities to navigate to customer usage, transaction type, and transaction-level detail.

If the item is replenishment planned in the PeopleSoft Inventory business unit, the Include in Replenishment check box is selected and the replenishment method appears. If the replenishment method is Par, then the optimal quantity appears. If the replenishment method is Fixed Order Quantity, then the optimal quantity and fixed order quantity appear. If the replenishment method is Min/Max, then the optimal quantity and the maximum quantity appear.

If the item has purchasing information defined, the primary vendor for the item and the vendor’s default unit of measure (UOM) appear. If you purchased the item from an internal or external source, you can view the last price paid and the average price paid. These prices include material price only. Links are available to take users to the following pages:
- Item Vendor under Purchasing Attributes (ITM_VENDOR).
  
  Default item for this inquiry.
- Item/Vendor Unit of Measure (ITM_VENDOR_UOM_INQ)
  
  Default item and primary vendor for this inquiry.
- Item Contract Inquiry
  
  Default the item ID and primary vendor for this inquiry.

To inquire about item usage:

Run the IN Populate Usage Desktop process to update usage information for a particular item, an item category, or all items in the business unit.
Use the Usage Desktop Inquiry page to view quantity, replenishment, and supply details.

Note. Only transactions for which you ran the Create Accounting Lines portion of the Cost Accounting Creation process (CM_CSTAACTG) display usage details, with the exception of non-costed items, for which the Accounting Line Creation process does not create accounting lines.
Click the Current Usage Inquiry button to access the Usage Detail Information page, where you select customer- or transaction-related links to drill into further usage detail for the item.

This button appears to the right of each period at the bottom of the Usage Desktop Inquiry page. If no transaction data exists for this item during the last 12 periods, then the button does not appear. If transaction data is available, click the Current Usage Inquiry button to access the Usage Detail Information page where you can link to the following pages:
1. The Issue Customer Demand page displays summarized quantities of the item sent to an internal customer. Location code, description, general ledger business unit, department, item usage quantity, and the average monthly quantity appear for the given period. You can select any location code to link to a customer shipment inquiry that shows the individual shipments, which make up the period's total.
2. The Sales Customer Demand page displays summarized quantities of the item sent to an external customer. Customer ID, customer name, item description, item usage quantity, and the average monthly quantity appear for the given period. You can select any customer ID to link to a customer shipment inquiry that shows the individual shipments, which make up the period's total.
3. The Customer Demand page displays summarized quantities of the item sent to any customer (internal or external) in this period. You can select any customer ID or location code to link to a customer shipment inquiry that shows the individual shipments, which make up the period's total.
4. The Transaction Group Usage page displays transaction usage quantities broken down into transaction groups for a particular period. Also, you can view details for a specific transaction group by selecting a linked transaction group value to access the Transaction History page.

See Also

Tracking Material Usage

Creating Accounting Entries

Using the IN Populate Usage Desktop Application Engine Process

Use the Usage Desktop inquiry pages to view summarized item usage information. When you run the IN Populate Usage Desktop process to update this information, the system:

Determines each period or month’s start and end dates.
Determines the on-order quantity for the item, based on:
- Interunit transfers.
- Purchase orders (and requisitions when selected), if PeopleSoft Purchasing is installed.
- Production orders (including co- and by-products when selected), if PeopleSoft Manufacturing is installed.

Note. The system calculates and stores quantities using the item’s standard UOM for the PeopleSoft Inventory business unit.

Calculates the usage quantity totals for each period and stores the data in the IN_ITM_MTH_USG table.
Calculates the monthly quantities for internal and external customers based on shipment transactions (transaction groups 024, 030 − 036) and stores the data in the IN_ITM_SHIP_DTL table.
Calculates the periodic usage totals by transaction group and stores the data in the IN_ITM_TRAN_QTY table.

Transactions that decrease on-hand inventory are considered positive usage (+), and transactions that increase the on-hand quantity are considered negative usage (-). The following transactions are included in the summarization:
- 024 − Customer Returns (-)
- 026–Expensed Issue Return (-)
- 030 − Issues (+)
- 031 − Inter Business Unit Issue (+)
- 032 − Non Stock Shipments (+)
- 034 − Shipments on behalf of other business unit (+)
- 035 − InterCompany Shipment (+)
- 036 − Interunit Expensed Issue (+)
- 037 – VMI InterUnit Shipment (+)
- 038 – VMI Consumption (+)
- 040 − Physical Accounting (Negative Adj = +; Positive = –)
- 041 − Cycle Count Adjustments (Negative Adj = +; Positive = –)
- 042 − IBU Transfers Adjustments (Negative Adj = +; Positive = –)
- 050 − Adjustments (Negative Adj = +; Positive = –)
- 051 − Inventory Scrap (+)
- 052 − Shipping Adjustment (+)
- 053 – Floor Stock Issues/Ret (Adjust Type : Misc Issue = +; Adjust Type: Misc return = –)
- 220 − Component Kit (+)
- 221 − Route to Production Kit (+)
- 230 − Component Consumption (+)

Note. The system does not provide transaction history detail for the Route to Production Kit transaction (221), because that transaction is not included in the PeopleSoft Inventory tables.

Note. The IN Populate Usage Desktop process is associated with the process group INALL. It can run on both the client and the server.

Updating Item Usage Totals

Run the IN Populate Usage Desktop process to prepare for viewing current item usage data.

See Also

Viewing Item Usage Totals

Page Used to Update Item Usage Totals

Page Name	Object Name	Navigation	Usage
Usage Desktop	RUN_IN_USG_DSKTP	Inventory, Manage Inventory, Analyze Inventory, Populate Usage Desktop	Update material usage records for a specific item, an item category, or all items in a business unit.

Updating Item Usage Totals

Access the Usage Desktop page.

Usage Summaries

When you select Fiscal Period, the system uses the start and end dates for the current and last 11 periods. When you select Calendar Month, the system uses the first and last date of the current month, and the past 11 months. If you select Current Period/Month Only, the process deletes and processes the current period and leaves the previous 11 months unchanged.

Optional Sources of Supply

If the installation includes PeopleSoft Manufacturing, select Include Co/By-Products to include co- and by-products of the selected items in the on-order quantity calculations.

If the installation includes PeopleSoft Purchasing, select Approved PO Requisitions to include requisitions for the selected items in the on-order quantity calculations.

Viewing Material Usage Totals by Items, Customers, and Transactions

Once you run the IN Populate Usage Desktop process, there are several levels at which you can view material usage totals for an item.

Pages Used to View Material Usage Totals by Items, Customers, and Transactions

Page Name	Object Name	Navigation	Usage
Usage Desktop	ITM_USAGE_INQ	Inventory, Manage Inventory, Analyze Inventory, Usage Desktop	View usage records and replenishment information for a specific item.
Usage Detail Information	IN_USAGE_SEC	Click the Current Usage Inquiry button on the Usage Desktop page. This button is available when the item has shipping transaction data during the past 12 periods. If no data exists, the button does not appear.	Navigate to customer and transaction usage details for the selected item.
Issue Customer Demand	IN_INT_CUST_USG_SP	Click the Issue Customer Demand link on the Usage Detail Information page.	For internal customers, view summarized shipment transactions for the period (030, 031, 032, 034, 035, and 036), minus any returns (024).
Sales Customer Demand	IN_EXT_CUST_USG_SP	Click the Sales Customer Demand link on the Usage Detail Information page.	For external customers, view summarized shipment transactions for the period (030, 032, and 034), minus any returns (024).
Customer Demand	IN_CUST_USG_HST_SP	Click the All Customer Demand link on the Usage Detail Information page.	View item usage information for both internal (issue demand) and external (sales demand) customers.
Customer Ship Information	IN_CUST_MTH_USG_SP	Click the linked usage quantity value on the Customer Demand page.	View item shipment and issue details for the customer whose usage quantity you selected.
External Customer Ship Info	IN_CUST_EXT_USG_SP	Click the linked usage quantity value on the Sales Customer Demand page.	View item shipment details for the external customer whose usage quantity you selected.
Internal Customer Ship Info	IN_CUST_INT_USG_SP	Click the linked usage quantity value on the Issue Customer Demand page.	View item issue details for the internal customer whose usage quantity you selected.
Transaction Group Usage	IN_TRANSACT_USG_SP	Click the Transaction Group Details link on the Usage Detail Information page.	View summarized transaction quantities for the period by transaction group (024, 030, 031, 032, 034, 035, 036, 037, 038, 040, 041, 042, 050, 051, 052, 220, 221, and 230).

Viewing Item Usage Totals

Access the Usage Desktop Inquiry page.

Current Usage Inquiry

Click to transfer to the Usage Detail Information page, where you navigate to the additional item usage information pages.

Checking Item Availability

You can use the Item/Product Availability inquiry component to:

Check for item quantities.
Define item search parameters.
View future supply and demand information.

Pages Used to Check Item Availability

Page Name	Object Name	Navigation	Usage
Item/Product Availability	ATP_SUMMARY_INV	Order Management, Quotes and Orders, Review Product Information, Item/Product Availability Inventory, Manage Inventory, Review Inventory Balance Info, Item/Product Availability	Check the current and projected future quantity available for an item or product.
Availability Inquiry Selection	ATP_SRCH_INV	Click the Search link on the Item/Product Availability page.	Enter parameters for an availability check.
Availability Detail	ATP_DETAIL_INV	Click the Detail link on the Item/Product Availability page.	View detailed demand and supply information used to calculate the item’s availability. In situations of short supply, use the page to identify orders in danger of missing their scheduled ship dates.

Checking for Item Quantities

Access the Item/Product Availability page.

Starting Qty Available (starting quantity available)	Calculated using options selected on the Availability Inquiry Selection page. If the Incl WIP in Starting Qty option is not selected, the starting quantity available equals the quantity available of the item at the business-unit level (BU_ITEMS_INV.QTY_AVAILABLE). If the Incl WIP in Starting Qty option is selected, the starting quantity available equals the quantity available of the item at the business-unit level (BU_ITEMS_INV.QTY_AVAILABLE), plus the quantity in WIP storage locations. The WIP quantity is calculated by summing the quantity in all WIP storage locations with an inventory status of Open or an inventory status of Hold or Restricted in a business unit for which the Incl Non-Open in Avail option is selected.
First Available Ship Date	The first day on which cumulative ATP is greater than or equal to the quantity requested and on which the date is a valid shipping day based on the business unit calendar. If no date meets these criteria, a message indicates that there is no valid ship date with sufficient quantity to fulfill the requested quantity. Note. If you do not request a quantity on the Availability Inquiry Selection page, the system cannot calculate the first available ship date. In this case, no value appears in either the Qty Requested (quantity requested) or the First Available Ship Date fields.
Sched Date (schedule date)	The scheduled date for which orders for expected supply and demand have been summarized. The earliest schedule date is the current date. All supply or demand order lines with schedule dates before the current date are included in the schedule date equal to the current date. The first date listed in the Summary Information grid is always the current date, even if there is no scheduled demand or supply for the current date.
Cumulative ATP (cumulative available to promise)	Indicates the cumulative ATP quantity calculated for each schedule date.
Available Qty (available quantity)	The running total of the available quantity for each schedule date. The quantity listed as the starting quantity available is used as a starting point. Note. Because quantity in WIP locations is reserved, it is not included in the starting quantity available, unless you select Incl WIP in Starting Qty.
WIP Available Qty (work-in-process available quantity)	If you select the Dependent Demand option but not the Incl WIP in Starting Qty option on the Availability Inquiry Selection page, the system subtracts the quantity representing demand due to a production order from the WIP quantity. Once this value reaches 0, dependent demand is fulfilled by the available quantity. This column does not appear if the Dependent Demand option is not selected or the Incl WIP in Starting Qty option is selected.
Total Demand Qty (total demand quantity)	The total demand for the schedule date. This field appears if the Dependent Demand option is not selected on the Availability Inquiry Selection page and represents finished good demand (demand from sales orders and other stock requests). If the Dependent Demand option is selected, the Finished Good Demand Qty (finished good demand quantity) and the Dependent Demand Qty (dependent demand quantity) columns replace this one.
Finished Good Demand Qty (finished good demand quantity)	If you selected the Dependent Demand option on the Availability Inquiry Selection page, this column tracks the demand quantity for order lines representing total demand from sales orders and other stock requests but not from production orders. In this case, the Total Demand Qty (total demand quantity) column does not appear.
Dependent Demand Qty (dependent demand quantity)	If you selected the Dependent Demand option on the Availability Inquiry Selection page, this column summarizes by schedule date the total dependent demand due to a production order. In this case, the Total Demand Qty (total demand quantity) column does not appear.
Total Supply Qty (total supply quantity)	Summarizes the expected supply by schedule date.
Details	Click to access the Availability Detail page, where you can view detailed demand and supply information.

Defining Item Search Parameters

Access the Available Inquiry Selection page.

If you do not enter a product ID, you must enter an item ID. You can click the Transfer button next to the Item ID field to access a transfer page of item-related links.

Qty Requested (quantity requested)

Enter a value to use in determining the first available ship date. The value must be in the item’s standard UOM.

Optional Sources of Demand

Select the options in this group box to add additional sources of demand when calculating item availability. The default values come from the Setup Fulfillment- ATP Reservations page.

Dependent Demand	If PeopleSoft Manufacturing is installed, select this check box to include the demand for an item that is sold as part of an assembly in the demand side of the item availability calculation. Dependent demand is derived from the bills of material associated with production orders that are firm, released, or in process. Note. When dependent demand is included in the item availability calculations, it is treated as promised demand.
Unpromised Demand	For ATP-reserved items, you can include unpromised demand order lines staged for fulfillment processing in the IN_DEMAND table as a source of demand in the ATP and availability calculation. If the product or item is not an ATP-reserved item, this option is selected by default and cannot be changed.
ATP Lead Days	If you select the Unpromised Demand option, you can specify how far in the future to look for unpromised order lines. Unpromised demand lines with schedule dates that fall on or between the current date and the current date, plus the ATP lead days are counted as demand in the ATP and availability calculations. Enter 999 to include all unpromised demand staged in the order fulfillment table (IN_DEMAND) in PeopleSoft Inventory regardless of schedule date.
Plan Transfer Demand	If PeopleSoft Supply Planning is installed, select this check box to include planned transfers in the demand side of the item availability calculation. Define which planned transfers should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.
Plan Production Demand	If PeopleSoft Supply Planning is installed, select this check box to include planned production in the demand side of the item availability calculation. Define which planned production should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.
Incl WIP in Starting Qty (include work-in-process in starting quantity)	Select if item quantities in WIP storage locations should be considered in the item availability calculation; that is, if item quantities in WIP storage locations is available to fulfill finished good demand. This check box applies to both Dependent Demand and Planned Production Demand.
Work Order Demand	If PeopleSoft Maintenance Management is installed, select this check box to include work orders in the demand side of the item availability calculation.

Optional Sources of Supply

Select the options in this group box to add additional sources of demand when calculating item availability. The default values come from the Setup Fulfillment- ATP Reservations page.

Approved PO Requisitions (approved purchase order requisitions)	If PeopleSoft Purchasing is installed, select this check box to include approved requisitions in the supply side of the item availability calculation. Only approved requisitions that specify the PeopleSoft Inventory business unit and a due date are counted.
Co-Products/By-Products	If PeopleSoft Manufacturing or PeopleSoft Supply Planning are installed, select this check box to include co-products and by-products in the supply side of the calculation. This includes both production and planned production as sources of supply. Co-products are items manufactured together or sequentially with another product due to product or process similarities. By-products are items produced residually from the production process for another item. Waste by-products are always excluded.
Entered Status Production	If PeopleSoft Manufacturing is installed, select this check box to include production orders in the Entered status in the supply side of the calculation.
Plan Purchase Orders	If PeopleSoft Supply Planning is installed, select this check box to include planned purchase orders in the supply side of the calculation. Define which planned purchase orders should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.
Plan Transfer Supply	If PeopleSoft Supply Planning is installed, select this check box to include planned transfer orders in the supply side of the calculation. Define which planned transfers should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.
Plan Production Supply	If PeopleSoft Supply Planning is installed, select this check box to include planned production orders in the supply side of the calculation. Define which planned production should be included based on the Approval, Status (planned, firm planned, or both), and Frozen fields in this row.

Viewing Supply and Demand Information

Access the Availability Detail page.

Sched Date (schedule date)	The date the item or product is to be issued from the business unit (for demand) or is to arrive at the business unit (for supply).
Order No (order number)	The sales order number in PeopleSoft Order Management, the material stock request in PeopleSoft Inventory, the purchase order or requisition number in PeopleSoft Purchasing, or the production ID for production orders in PeopleSoft Manufacturing.
Line	The order line number for the sales order, material stock request, purchase order, or requisition.
Ship Cust/Vendor (ship to customer/vendor)	For demand, this field indicates the customer, internal department, or business unit that requested the order, if applicable. For supply, this field indicates the vendor that is fulfilling the order or the business unit that requested the order, if applicable.
Source	The demand source for both demand and supply orders. Returns are not counted as supply.
Demand Qty (demand quantity)	The amount to be shipped or issued from the business unit in the item’s standard UOM. This amount is subtracted from the available quantity.
Supply Qty (supply quantity)	The amount scheduled to arrive at the business unit in the item’s standard UOM. This quantity is added to the available quantity.
Available Qty (available quantity)	The running total of the available quantity for each schedule date. The quantity listed in the Starting Qty Available field is the starting point. A negative available quantity for a finished good demand line (that is, a sales order or material stock request line) indicates that the order is in danger of missing its scheduled ship date. Note. Because quantity in WIP locations is reserved, it is not included in the starting quantity available, unless you select the Incl WIP in Starting Qty option.
Pegged Quantity	The amount pegged to demand for the business unit, in the item's standard UOM. This quantity is subtracted from the available quantity.
WIP Available Qty (work-in-process available quantity)	If you select the Dependent Demand option, but not the Incl WIP in Starting Qty option on the Availability Inquiry Selection page, this column displays the running balance of WIP quantity; once this value reaches 0, dependent demand is fulfilled by the available quantity.

See Also

Demand Sources

Calculating Available-To-Promise Quantity

Providing Item Availability Checks to Third-Party Systems

The Product Availability request/response business interlink (PSPRODAVAIL) enables a requesting third-party or another PeopleSoft database to confirm the current available quantity for an item, view the cumulative available-to-promise (ATP) quantity for future dates, and view future demand and supply information for the item. This business interlink can be integrated with the PeopleSoft CRM Order Capture database.

To set up a business interlink, use PeopleTools to:

Enter the correct merchant URL on the Business Interlink definition.
Enter the correct userid/password on the Business Interlink definition. This userid /password should be the same as the userid/password defined for the web profile.

Viewing Item Balances

This section discusses how to:

View item balances by all units.
View item balances by unit.
View item balances by location.
View negative balances.
View negative balances by unit.
View negative balances by lot.
View negative balances by location.
Create the Negative Balance report.
Create the Stock Status report.

Pages Used to View Item Balances

Page Name	Object Name	Navigation	Usage
Item Balance by All Units	INV_ALLBU_ITEM_INQ	Inventory, Manage Inventory, Review Inventory Balance Info, Item Balance by All Units	Display the item's balances across your enterprise.
Item Balance by Unit	INV_BU_QTY_INQ	Inventory, Manage Inventory, Review Inventory Balance Info, Item Balance by Unit	Display item balances in a specific PeopleSoft Inventory business unit.
Item Balance by Location	LOC_BAL_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Item Balance by Location	Display the quantity of an item by storage location in a PeopleSoft Inventory business unit.
Negative Balances	NEGATIVE_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Negative Balances	Review and resolve negative quantities at the business unit, location, and item-lot combination levels.
Negative Balances - Unit Detail	NEGATIVE_INQ2_INV	Click the Unit link on the Negative Balances page.	View information about negative balances for an item at the business-unit level.
Negative Balances - Lot Detail	NEGATIVE_INQ3_INV	Click the Lot link on the Negative Balances page.	View information about negative balances for the item-lot combination.
Negative Balances - Location Detail	NEGATIVE_INQ4_INV	Click the Location link on the Negative Balances page.	View information about negative balances for the storage location.
Negative Balance	RUN_INS5300	Inventory, Manage Inventory, Reports, Negative Balances	Define parameters for the Negative Balance report.
Stock Status	RUN_INS5400	Inventory, Manage Inventory, Reports, Stock Status	Define parameters for the Stock Status report.

Viewing Item Balances by All Units

Access the Item Balance by All Units page.

The system displays all the business units in which the item is defined. Click the linked business unit value to access the Item Balance by Unit page, where you view additional quantity balance information for a specific business unit. The quantity information is summed for all business units.

Viewing Item Balances by Unit

Access the Item Balance by Unit page.

History Information	The dates of the last adjustment, last putaway, and last order that affected the quantity balance.
Item Balance By All Units	Access quantity balance information across all business units in which the item is defined.
Item Balance By Location	Access quantity balance information across storage locations in a specific business unit.
Item Fulfillment Status	Access the fulfillment status of orders for the selected item.

Viewing Item Balances by Location

Access the Item Balance by Location page.

Item Balance By Unit

Accesses the Item Balance by Unit page, where you can view quantity balance information at the business-unit level.

Note. You can confirm the value for the Quantity On Hand field that appears on the Item Balance by Unit page by adding the item quantities at the storage-location level and comparing the result with the quantity at the business-unit level. To confirm the quantity on-hand totals for the business unit, add the total staged for shipping to the total in storage locations.

Viewing Negative Balances

Access the Negative Balances page.

Negative At	Values are: Unit: View quantity information for the item at the business-unit level. Lot: View quantity information for the item-lot combination at the business-unit level. Location: View quantity information for the storage location.
Adjust Quantities	Click to access the Adjustments page, where you can perform quantity adjustments for storage location balances.
Perform Cycle Count	Click to access the Setup Counting Event-Count Options page, where you can set up default values for the Event Creation process.
View Transaction History	Click to access the Review Transaction History Inquiry page, where you can view inventory transactions for a specific period.

See Also

Monitoring Inventory Quantity Balances

Managing Inventory by Item Status

Providing Inventory Balances to Third-Party Systems

PeopleSoft provides the following integration points for transferring inventory information to third-party systems:

Inventory Balance Notification Integration Point

The Inventory Balance Notification message is an asynchronous outbound integration point that sends the Inventory business unit’s current inventory levels to each vendor. This information is used by the vendor to determine stock replenishment quantities. This message extracts stock quantities (including quantity available, quantity reserved, quantity on hand, and quantity owned) from the BU_ITEMS_INV record for specified items in the business unit and relays this information to the vendor.

This integration point includes the following application messages:

Application Message	Description
INV_BAL_NOTIF_BUS_UNIT	Provides on-hand stock quantity balance data sorted by item then by business unit.
INV_BAL_NOTIF_VENDOR	Provides on-hand stock quantity balance data sorted by the supplying vendor. You can publish this message to provide vendors with a balance summary of stock held on consignment. Vendors can then use summaries to determine replenishment requirements for the consigned items.

Both application messages meet the X.12 EDI requirements of the 846 − Inventory Inquiry/Advice transaction set. To publish the EDI transaction as a flat file, you must set up a batch publish rule for the application message using the Batch Publish Rule component.

To use the Inventory Balance Notification integration point :

Setup in PeopleTools:
- Activate the INV_BAL_NOTIF_BUS_UNIT message or the INV_BAL_NOTIF_VENDOR message.
- Setup an outbound asynchronous transaction defining the INV_BAL_NOTIF_BUS_UNIT message or the INV_BAL_NOTIF_VENDOR message on each node that will receive the transaction.
- Verify the INV_BALANCE_NOTIFICATION message channel is in Run mode.
Setup in Enterprise Components: Activate the INV_BAL_NOTIF_BUS_UNIT or INV_BAL_NOTIF_VENDOR message batch publish rule. Specify the appropriate output for the message (XML-based message or flat file).
Setup at the Application Level: None.

The above setup instructions assume that the message environment has been set up in PeopleSoft Integration Broker.

Inventory by Location Integration Point

This Request/Response inbound synchronous message lets a third-party or another PeopleSoft database inquire on item balance by storage location. The message has an option that allows the item balance information to be presented in summary, or, in detail, with visibility to serial ID and lot ID information.

Setup in PeopleTools:
- Activate both the INVENTORY_BY_LOC_REQ and INVENTORY_BY_LOC_RSP messages for request and response.
- Setup an inbound synchronous transaction defining the INVENTORY_BY_LOC_REQ transaction using the INVENTORY_BY_LOC_RSP as the response message on each node that can send the message to the system.
- Verify the INVENTORY_BY_LOCATION message channel is in Run mode.
Setup in Enterprise Components: None.
Setup at the Application Level: None.

The above setup instructions assume that the message environment has been set up in PeopleSoft Integration Broker.

Inventory Item Balance using PeopleSoft Business Interlink

The Inventory Item Balance request/response business interlink (IN_ITEM_BALANCES and RF_IN_ITEM_BALANCES) sends item availability and storage location information to third-party systems. This request/response business interlink provides visibility to stock levels and can be used by third parties as well as another PeopleSoft database. The interlink has options that enable the requesting side to view information for a single item in SetID summary or in detail by distribution network and business unit with further details by storage location. The RF_IN_ITEM_BALANCES business interlink can be integrated with the PeopleSoft CRM Field Service database.

You can publish:

Availability for a single item or for multiple items.
Availability for a single storage location or for locations in all business units in the distribution network.
Location status information that shows quantities and flags for locations.

To set up a business interlink, use PeopleTools to:

Enter the correct merchant URL on the Business Interlink definition.
Enter the correct userid/password on the Business Interlink definition. This userid /password should be the same as the userid/password defined for the web profile.

See Also

PeopleSoft Integration Broker PeopleBook

PeopleSoft Enterprise Integration PeopleBook

Performing Stock Inquiries

This section discusses how to:

Inquire by item.
Inquire by lot.
Inquire by area.
Inquire by area details.
Inquire by location.
Inquire by location details.

See Also

Monitoring Inventory Quantity Balances

Managing Item Lots

Pages Used to Perform Stock Inquiries

Page Name	Object Name	Navigation	Usage
Inventory Inquiry by Item	PUTAWAY_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Inventory by Item	View current inventory information by item.
Inventory Inquiry by Lot	LOT_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Inventory by Lot	View detailed inventory information for an item-lot combination.
Inventory Inquiry by Area	STOR_AREA_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Inventory by Area	View stock in a given storage area.
Inventory Inquiry by Area Details	STOR_AREA_DET_INV	Click the linked value in the Item ID column on the Inventory Inquiry by Area page.	View detailed storage location, quantity, and status information for an item.
Inventory Inquiry by Location	STOR_LVL_INQ_INV	Inventory, Manage Inventory, Review Inventory Balance Info, Inventory by Location, Inventory Inquiry by Location	View current inventory information by storage location.
Inventory Inquiry by Location Details	STOR_LVL_DET_INV	Click the linked value in the Item ID column on the Inventory Inquiry by Location page.	View quantity and status details for the item-location combination. Note. The status may be different for each container or each stocking UOM within the storage location.

Identifying Slow Moving Inventory

This section discusses how to use the Slow Moving Inventory report parameters to identify stock rarely involved in inventory transactions.

Page Used to Identify Slow Moving Inventory

Page Name	Object Name	Navigation	Usage
Slow Moving Inventory	RUN_INS5200	Inventory, Manage Inventory, Reports, Slow Moving Inventory	Define parameters for the Slow Moving Inventory report.

Defining Slow Moving Inventory Report Parameters

Access the Slow Moving Inventory page.

Number of Transactions	Sorts by the number of demand transactions. Items with the fewest demand transactions are at the top of the list.
Number of Units Transacted	Sorts by the number of units transacted. Items with the fewest units transacted are at the top of the list.
Demand Value Transacted	Sorts by demand transaction value. Items with the smallest demand transaction valuation are at the top of the list.

Using Tree-Based Stock Information

You can build graphical trees that depict hierarchical relationships among business objects. Trees, based on the use of nodes and leaves, logically group together defined values to represent any business object, such as accounts, projects, items, or item groups.

Graphical trees relate to management reporting. Using the Tree Editor, you can represent and model business objects that serve as reporting criteria in a hierarchical business relationship. You can maintain the tree node and its leaves (detail values) in the graphical tree. Report maintenance is performed in one centralized location.

You can use tree-based criteria to drive management reporting with both PS/nVision and Crystal reports. As part of its demonstration data, PeopleSoft Inventory provides a tree-driven stock inquiry report under the tree name STOCK_AVAILABILITY. Using this tree, you can launch the report INC9305–IN IBU Stocking Query. This report displays the available stock quantity and annual demand for each item within the chosen business unit.

You can use the STOCK_AVAILABILITY tree as a template to build the PeopleSoft Inventory business unit configuration. For example, if you want to know the on-hand stock quantities for all business units beneath a certain node, you select the tree node and access leaf containing the business unit for which you want availability information.

Page Used with Tree-Based Stock Information

Page Name	Object Name	Navigation	Usage
Tree Manager	PSTREEMGR	Tree Manager, Tree Manager	View nodes and leaves from the defined STOCK_AVAILABILITY tree.
Inv Business Unit Definition	PSTREEKEYLIST	Click the Edit Data button on a tree leaf within the Tree Manager page. This page only displays if two or more business units are on the leaf (node).	View all business units within the tree leaf and select the Details button to access the BUS_UNIT_TREE_INV page where you can launch the report INC9305–IN IBU Stocking Query.
BUS_UNIT_TREE_INV	BUS_UNIT_TREE_INV	Click the Edit Data button on a tree leaf within the Tree Manager page. This page displays when one business unit is on the leaf (node). Click the Details button for a business unit on the Inv Business Unit Definition page.	Launch the report, INC9305–IN IBU Stocking Query, by clicking the Availability button. This report displays the available stock quantity and annual demand for each item within the chosen business unit.

Using Tree Manager

Access the Tree Manager page.

Click the Edit Data button to display the Inv Business Unit Definition page or the BUS_UNIT_TREE_INV page where you can launch the report INC9305–IN IBU Stocking Query. to display the available stock quantity and annual demand for each item within the chosen business unit.

See Also

PeopleSoft Tree Manager PeopleBook