Using Stockless Items

This chapter provides an overview of stockless items in PeopleSoft Purchasing and discusses how to close stockless item backorders.

Understanding Stockless Items in PeopleSoft Purchasing

Items supplied as stockless are typically provided by a primary distributor in an expedited manner. These arrangements are negotiated with the vendor to provide rapid delivery of goods upon the vendor's receipt of the dispatched purchase order. The vendor does not manage backorders for unfulfilled quantities. In order to receive stockless items in this expedited manner, these types of purchase orders are automatically approved and immediately dispatched to the vendor. In turn, the items are delivered to the buying organization within the negotiated delivery window. You can create requests for stockless items through the PeopleSoft Purchasing online pages and background processes.

The item is considered stockless in PeopleSoft Purchasing transactions if you select the Stockless Item check box on the Purchasing Attributes - Purchasing Controls or the Item Vendor page. The replenishment code for stockless items is 02. For standard replenishment items, the replenishment code is 01.

If you have PeopleSoft Inventory installed, you can use stockless items to replenish par locations. When the quantity for a stockless item in a par location falls below the optimal level, the PeopleSoft Inventory Create Par Replenishment Requests process (INPGCDMD) automatically stages a purchase order in PeopleSoft Purchasing from PeopleSoft Inventory. This purchase order requires no approval processing.

Requisition requests are created in multiple places in PeopleSoft Inventory and picked up by the Purchasing Requisition Loader process (PO_REQLOAD). The Requisition Loader process marks the distribution lines that it creates based on whether the item is stockless or standard. For ad hoc replenishment requests, the replenishment code is standard (01) by default and needs to be validated. In PeopleSoft Purchasing, you cannot have standard and stockless items on the same purchase order. Therefore, when the distribution lines loaded by the Requisition Loader are processed from the stage tables by the PO Calculations process (PO_POCALC), standard items and stockless items are not placed on the same purchase order. Stockless item purchase orders that you create by using the PO Calculations process and Create Purchase Orders process (PO_POCREATE) are created in Approved status, and thus do not require approval processing.

When you enter a purchase order using online pages, you cannot enter standard and stockless items on the same purchase order.

The PO Dispatch/Print process (POPO0500) includes information about whether the replenishment option for the item is stockless or standard.

See Also

Creating Purchase Order Distributions

Creating Requisition Lines

Capturing Item Miscellaneous Charges

Running the PO Calculations Process

Creating Purchase Orders Using the Create Purchase Orders Process

Running the Purchasing Requisition Loader Process

PeopleSoft Enterprise Inventory 8.9 PeopleBook

Closing Stockless Item Backorders

This section provides an overview of the Close Backorders process and discusses how to run the Close Backorders process.

Understanding the Close Backorders Process

Use the Close Backorders SQR Report process (PORC500) to cancel backordered quantities of stockless items that the vendor cannot supply with the first receipt.

The Close Backorders process does three things:

• Examines all of the purchase orders with stockless items.

• Builds change requests that reduce the quantity of the purchase order to the amount received.

• Cancels any open lines.

For purchase orders that do not have receipts within the close days specified, the Close Backorders process produces a change request to cancel them.

After running the Close Backorders process, run the Change Purchase Order process (PO_POCHNG) to build change orders from change requests built by the Close Backorders process. Change orders do not affect vendor performance measurement.

See Also

PeopleSoft Enterprise Inventory 8.9 PeopleBook

Running the Close Backorders Process

Creating Purchase Order Change Orders

Page Used to Close Stockless Item Backorders

Running the Close Backorders Process

Access the Close Backorders page.

Process Request Parameters

Use the Process Request Parameters group box to enter values by which you want to select stockless item backorders for cancelation.