This chapter provides an overview of item control values and discusses how to set definitions for item control values.
With PeopleSoft Inventory, you can organize and group inventory items according to many different characteristics, or attributes. To set up item attributes, use the components in the Define Controls menu. When defined, these attributes become selection options and are used as the default values on pages that are used for defining new items.
To define item family routings or item group routings, use the Item Family Routing Assignment component or the Item Group Routing Assignment component.
This section discusses how to:
Define charge codes.
Assign item default values.
Assign items to item families.
Assign items to groups.
Define item numbering.
Establish static item templates.
Group items in demand priority families.
Define stocking periods.
Define utilization types.
Define utilization groups.
To define charge codes, use the Charge Codes component (CHARGE_CODE_INV_GBL).
Access the Charge Codes page (Items, Define Controls, Charge Codes).
The information that is defined on this page is used on the Define Par Location - Line page, the Consumer Usage page, and Consumer Usage Entry page. You can also capture the charge code during material usage tracking and pass it to a third-party billing system.
See Also
To assign item default values, use the Item Defaults (ITEM_DEFAULTS_GBL) component.
Access the Item Default Values page (Items, Define Controls, Item Default Values).
Note. Modification of the item default values do not change existing item data.
Item Tracking |
Select a value to define the type of stocking control that is most commonly used by items in this setID. |
Lot |
Select when inventory items are either produced or otherwise grouped in distinct and identifiable subsections, often referred to as lots. Lots often represent production runs. Default values for items that are not lot-controlled are defined on the Installation Options - Inventory page. |
Serial |
Select when each inventory item in stock is managed in units of one. Default values for items that are not serial-controlled are defined on the Installation Options - Inventory page. |
Ship Serial |
Select when serial tracking is required only at the time of shipment. Ship-serial items can be moved throughout the inventory business unit without serial control, which simplifies transaction processing and entry. Serial numbers are then assigned at the time of shipment to provide serial tracking on products that are shipped to customers, internal locations, and other inventory business units. |
Non-Owned Item |
Select if the majority of the items are maintained in inventory but not owned by the business unit. |
Create Product |
Select when a product ID is to be created the majority of the time. The product ID will be created when you save the Define Item component. |
Item Type |
Select an item type if the majority of the items will use the same value. |
Costing Group |
Select a cost profile group if the majority of the items will use the same value. |
Category Code |
Select a category code if the majority of the items will use the same value. |
Cost Element |
Select a cost element if the majority of the items will use the same value. |
UPN Type Code |
Select a universal item ID type code to be used for entering a global trade item number within a setID. This value also determines which universal item identifier represents GTIN data when you are publishing to the UCCNet, and the GTIN to use when you are generating RFID tags. |
See Also
Preparing to Implement PeopleSoft Inventory
Managing Consigned Purchases Inventory
To create item families, use the Item Families (INV_PROD_FAMILIES_GBL) component.
Access the Item Families page (Items, Define Controls, Item Families).
In PeopleSoft Inventory, you can categorize items by groups and families. No formal relationship exists between item groups and item families, but you can use an item family to further classify an item group. For example, you can define the hardware group as consisting of families of printers and monitors.
The information that is defined on this page is used on the Define Item - General: Common page when you are setting up cycle counting events on the Event Creation Process page, as an alternate search key for item ID, and as a selection criteria when you are running the Inventory Value report, the Cost Profiles report, the Basic Item Listing report, and the Stock Status report.
When you associate an item with a family on the Family Rtg Assignment page or with a group on the Group Rtg Assignment page, you can also associate it with a reference routing item ID. Floor stock, expensed items, and planning items, however, cannot be specified as a reference routing. When this information is defined, you can set up master routings by item family or by item group on the Define Business Unit Item - Manufacturing: General page.
See Also
To create item groups, use the Item Groups (INV_ITEM_GROUPS_GBL) component.
Access the Item Groups page (Items, Define Controls, Item Groups).
The information that is defined on this page is used on the Define Item - General: Common page as an alternate search key for item ID when you are defining transaction accounting rules and as a selection criterion when you are running the Inventory Value report, the Cost Profiles report, the Basic Item Listing report, and the Stock Status report. In manufacturing environments, item group information can also be specified on the Group Rtg Assignment page.
To enable automatic numbering, use the Item Number Control (INV_ITEM_CONTROL_GBL) component.
Access the Item Number Control page (Items, Define Controls, Item Number Control).
If you enable automatic numbering, you can still manually enter item IDs when adding new items. To do so, enter an item ID number and override the value of NEXT. The NEXT value tells PeopleSoft Inventory to create the item ID with the next unique sequential number.
Note. If you do not select the Auto Number Items check box, you must manually enter an ID when defining new inventory items.
To create static item templates, use the Static Item Templates (ITEM_TEMPLATE_GBL) component.
Access the Static Item Templates page (Items, Define Controls, Static Item Templates).
Use the static item template to automatically populate a new item with the item attributes defined on the static item template. After entering the required information on the Define Item - General pages, you can select the template ID on the Define Item - General: Classifications page to populate these item attributes in the rest of the component. You can override these default values. Static item template modifications do not change existing item data.
Static item templates provide a few item attributes for new items with limited needs. For a more robust item template, use the configurable item templates. For configurable item templates, see the "Using Configurable Item Templates to Create Items" chapter of this PeopleBook.
See Using Configurable Item Templates to Create Items.
Access the Demand Priority Family page (Items, Define Controls, Demand Priority Family).
After you define the demand priority family, you can use it to group like items for independent demand prioritization purposes. You assign the demand priority family to each item using the Define Item - General: Common page. After you assign a demand priority family to a group of items, you can set demand priorities by family priority grouping using the Demand Prioritization page in PeopleSoft Supply Planning.
To create stocking periods, use the Stocking Periods (STOCK_PERIOD_GBL) component.
Access the Stocking Periods page (Items, Define Items and Attributes, Stocking Periods).
Note. The information on this page supersedes any stocking level information that you enter when you set up item attributes at the business unit level.
Stock limits must always be equal to or less than the preferred stocking levels. In addition, safety stock levels must be less than or equal to excess stocking levels.
Note. If you use PeopleSoft Supply Planning, the quantities that you enter on this page should be in multiples of the quantity that is defined in the Order Multiple fields on the Define Business Unit Item - Planning: Order Modifiers page.
If you use PeopleSoft Demand Planning or Inventory Policy Planning, you can populate this page using a two-step process:
Create a flat file by running the Inventory Policy Export process in PeopleSoft Inventory Policy Planning.
Upload the file using the Forecast/Replenishment process in PeopleSoft Demand Planning.
If you use PeopleSoft Inventory, you can upload forecast data from a third-party forecast planning application.
See Also
Integrating With a Third-Party Forecast Planning Application
To create utilization types, use the Utilization Types (INV_UTILIZ_TYPES_GBL) component.
Access the Utilization Types page (Items, Define Controls, Utilization Types).
Create utilization types to define the ABC classifications to be used in the environment. Utilization types can be used to classify inventory items for numerous reasons including cycle counting, planning, material handling, or performance reporting. Utilization types that are assigned to an item ID can be viewed on the Define Business Unit Item - Inventory: Utilization Types page.
To create utilization groups, use the Utilization Groups (INV_UTILIZ_GROUPS_GBL) component.
Access the Util Group Inv page (Items, Define Item Controls, Utilization Groups).
For Cycle Count |
Select to make this the default utilization group for cycle counting. Anytime that you change the default, the system updates the Counting Event Utilization Types table (COUNT_UTIL_INV). Note. If you use the Due to Count cycle-counting method, you must define a default cycle count group; otherwise, you receive an error message on the Counting Event - Utilization Types page. |
For Planning |
Select to make this the default utilization group for inventory planning. You can override this default on the Define Business Unit Item - Inventory: Utilization Types page. |
Build Group Items |
Click to add all items that meet the criteria that is defined in the Utilization Group Details group box to this utilization group. This link adds the appropriate items to the Business Unit Item Utilization Code table (BU_ITEM_UTIL_CD). If you click the link for an existing utilization group, the system replaces all items with items that meet the criteria that is specified here. |