PeopleSoft Managing Items 9.1 PeopleBook

Defining Items by SetID

This chapter discusses how to:

Define items at the setID level.
Approve item definitions.
Associate an item with a unit of measure (UOM).
Copy items.
Substitute items.

Defining Items at the SetID Level

Before processing an inventory item in a PeopleSoft application, you must define the item within the system. Items are defined at the setID level first; then they are defined at the business unit level.

To establish an item ID and the corresponding attributes for a setID, use the Define Item (ITEM_DEFIN) component. You can either define new item attributes or modify item-attribute default or template information, which you set up by using the pages that are accessed from the Define Controls menu.

Use the Define Item component to establish lot-controlled or serial-controlled components.

This diagram illustrates how the PeopleSoft application handled serial processing prior to release 8.8:

How the PeopleSoft applications handled serial processing prior to Release 8.8

This section discusses how to:

Define general item information.
Define additional item attributes.
Define item dimensions.
Define material usage attributes.
Establish item tracking and lot-control attributes.
Establish item shipping and handling attributes.
Define configuration attributes for an item.

Pages Used to Define Items at the SetID Level

Page Name	Definition Name	Navigation	Usage
Define Item - General: Common	INV_ITEMS_DEFIN1	Items, Review Item Information, Items, General Items, Define Items and Attributes, Define Item, General	Define general item information at the setID level.
Define Item - Item Image	INV_ITEM_IMAGE_SEC	Click the Item Image link on the Define Item - General: Common page.	Maintain an image of an item.
Define Item - Manufacturer's Item	ITM_MFG_SP	Click the Manufacturers link on the Define Item - General: Common page.	Define information about the item's manufacturer.
Define Item - General: Classifications	INV_ITEMS_DEFIN4	Items, Review Item Information, Items, General: Classifications Items, Define Items and Attributes, Define Item, General: Classifications	Define additional item attributes.
Define Item - General: Dimensions	INV_ITEMS_DEFIN3	Items, Review Item Information, Items, General: Dimensions Items, Define Items and Attributes, Define Item, General: Dimensions	Define item dimensions such as weight, volume, size and color.
Define Item - General: Usage	INV_ITEMS_DEFIN8	Items, Review Item Information, Items, General: Usage Items, Define Items and Attributes, Define Item, General: Usage	Define material usage attributes for an item at the setID level.
Define Item - Inventory: Tracking/Description	INV_ITEMS_DEFIN2	Items, Review Item Information, Items, Inventory Items, Define Items and Attributes, Define Item, Inventory	Establish tracking item and lot-control attributes.
Define Item - Inventory: Shipping/Handling	INV_ITEMS_DEFIN5	Items, Review Item Information, Items, Inventory: Shipping/Handling Items, Define Items and Attributes, Define Item, Inventory: Shipping/Handling	Establish item shipping and handling attributes.
Define Item - Substitutes	INV_ITEMS_DEFIN7	Items, Review Item Information, Items, Substitutes Items, Define Items and Attributes, Define Item, Substitutes	Establish or maintain substitute items. See Substituting Items.
Define Item - Configuration	INV_ITEMS_DEFIN6	Items, Review Item Information, Items, Configuration Items, Define Items and Attributes, Define Item, Configuration	Define configuration attributes for an item if you are using PeopleSoft Product Configurator.
Define Item - Custom: Character	INV_ITEMS_DEFIN9	Items, Review Item Information, Items, Custom Items, Define Items and Attributes, Define Item, Custom	Define alphanumeric field values at the setID level for item attributes that are unique to the enterprise.
Define Item - Custom: Numeric	INV_ITEMS_DEFIN10	Items, Review Item Information, Items, Custom Items, Define Items and Attributes, Define Item, Custom	Define numeric field values at the setID level for item attributes that are unique to the enterprise.

Defining General Item Information

Access the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General).

Item ID

Item IDs cannot have embedded spaces or special characters. If you use automatic numbering for items, leave the item ID as NEXT, to assign the next sequential number, or enter an item ID manually. PeopleSoft Inventory uses the item ID as its primary search key for the item master file.

Current Status Date

If you modify the item status, the current status date is automatically updated to reflect the date of the change.

Current Status

Select a value: Under Initialization, Pending Approval, Denied Approval, Active, Hold, Discontinue, or Inactive.

However, you can select only a subset of these status values. If the item is Under Initialization, you can set the Current Status field to Pending Approval. After the item definition is approved, either automatically or manually, you can set the status to Hold or Discontinue.

Future Status Date and Future Status

Enter a date and a status that the Change Item Status (RUN_INS4000) process implements.

Note. You cannot select a future status of Inactive for certain items. If an item is defined for a business unit and used in PeopleSoft Manufacturing on the Define Business Unit Item - General: Costing page (Used for MFG option), it cannot be inactivated at the business unit or the setID level.

Copy Item Status

Click to access the Copy SetID to BU Item Status page, where you can copy the item status for the setID to any of the business units for which the item is defined.

Inventory Item

Select this check box to define this item ID as an inventory item type. An inventory item can be physically stocked in a PeopleSoft Inventory business unit and used on a material stock request.

Deselect this check box to define this item ID to a non-inventory item type. You cannot create transactions in PeopleSoft Inventory for non-inventory items. The attributes that you enter for a non-inventory item at the business unit level are to support PeopleSoft Order Management, Purchasing, Maintenance Management, Manufacturing and PeopleSoft Supply Planning.

Both inventory and non-inventory items can be:

Added to sales orders in PeopleSoft Order Management.

Added to requisitions and purchase orders in PeopleSoft Purchasing.

Added to work orders and job templates in PeopleSoft Maintenance Management.

Defined on a Bill of Materials (BOM) in PeopleSoft Manufacturing.

Used in forecasts at both the family and group level in PeopleSoft Supply Planning.

After you have used an item ID in the PeopleSoft system, you may want to change the item from an inventory item type to a non-inventory item type or conversely, change from a non-inventory to an inventory item type. There are certain restrictions to changing the inventory item type once you have used the item ID on transactions in the PeopleSoft system. For more information, see the "Working with Items" chapter, "Changing the Item Type" section of this PeopleBook.

See Changing the Item Type.

Non-Owned Item

This selection can be overridden on the Define Business Unit Item - General: Common page. PeopleSoft Inventory does not create accounting entries for non-owned item transactions. To identify the owner of the stock, you must also indicate the stock type on the Define Item - General: Classifications page. You can change the selection at the time of putaway by using the Manual Staging page or the Express Putaway page.

Consigned Purchase

This option is available if the item is non-owned. The selection that you make is supplied by default at the business unit level, and you cannot override it on the Define Business Unit Item - General: Common page.

Standard UOM

Select the standard UOM for this item ID. PeopleSoft Inventory maintains the quantity on hand for an item and its cost in the standard UOM. It is recommended that you select the smallest valid UOM for the item. Keep in mind the following points when selecting a standard UOM:

The UOMs that you establish on the Units of Measure page under the Common Definitions menu are available for selection (Set Up Financials/Supply Chain, Common Definitions, Units of Measure, Units of Measure ).

The measurement that you select must be valid for stocking, shipping, and ordering on the item's Units of Measure page (Items, Define Items and Attributes, Units of Measure).

Because of the quantity-on-hand and the costing calculations, you cannot change this selection for an item after the first transaction in PeopleSoft Inventory. These transactions include setting up an item vendor relationship on the Purchasing Attributes - Item Vendor page (Items, Define Items and Attributes, Purchasing Attributes, Item Vendor).

Warning! To minimize rounding discrepancies when using multiple UOMs, use the smallest valid UOM for the item as the standard UOM, and use whole number as the quantity precision on the item's Unit of Measure page.

Default Category

You must select a value if you have PeopleSoft Purchasing installed to categorize the item appropriately for the purchasing catalogs.

Physical Nature

Select the option of Goods or Services, which classifies the item for intransit reporting requirements between countries.

Item Group and Family

These are categorizations for reporting or alternate search keys. Item groups can be used when you are defining transaction accounting rules, and item families can be used during cycle counting.

Demand Priority

If you are using PeopleSoft Supply Planning, this option enables you to group like items to establish a common priority for all items within a single group. The demand priorities can then be established for both planning applications. You define demand priority families by using the Demand Priority Family page.

Cost Profile Group

Assigning an item to a cost profile group determines the books that the item uses when accounting for the item. When you add this item to a business unit, the Define Business Unit Item - General: Costing page uses this field to determine the cost profile of the item within each book that the business unit uses.

Be aware of these conditions:

If the item is not serial controlled, the cost profile group that you assign to the item cannot be associated with any profiles that have serial ID as the deplete cost method or the cost flow.

If the item is not lot controlled, the cost profile group that you assign to the item cannot be associated with any profiles that have lot ID as the deplete cost method or the cost flow.

Promise Option

(Optional) Select a value:

Perform ATP Reservations (perform available-to-promise reservations): Select this option to enable customer service representatives who are using PeopleSoft Order Management to promise the item at the time of order, or to enable the Reserve Materials process (IN_FUL_RSV) in PeopleSoft Inventory to promise demand for the item based on anticipated supply.

Important! To ensure accurate validation, you must complete item definition at the setID and business unit levels and specify non-soft-reservations processing for the item before you select the Perform ATP Reservations value. For step-by-step procedures for setting up ATP-reserved items, see Understanding ATP-Reservations.

Create Product

Select if the enterprise uses product IDs, and you want the system to create a product ID when you save the item definition.

Use Item ID

Select to use the item ID as the product ID in PeopleSoft Order Management.

Product ID

If you do not select the Use Item ID option, you can enter a value in this field or, if you set up automatic numbering for products, you can enter a value of NEXT.

These options are available only if PeopleSoft Order Management is installed and you are in Add mode or if you are updating an item that has a status of Under Initialization.

Item Image

Click to access the Item Image page, where you can add, remove, or view a picture of the item.

Manufacturers

Click to access the Manufacturer's Item page, where you can define information about the items' manufacturer.

Purchasing Item Attributes

Click to access the Purchasing Attributes (ITM_TBL_PUR) component, where you can specify purchasing information for the item. You can access the Purchasing Attributes component only after the item is initially saved.

Units of Measure

Click to access the Units of Measure (INV_ITEM_UOM) component, where you can assign additional UOMs to the item. You can access the Unit of Measure component only after the item is initially saved.

See Also

Defining Item Numbering

Designating Preferred Manufacturers

Managing Inventory by Item Status

Updating Item Status

Receiving and Putting Away Stock

Understanding Reservations for Different Types of Items

Defining Purchasing Item Attributes

Defining Additional Item Attributes

Access the Define Item - General: Classifications page (Items, Define Items and Attributes, Define Item, General: Classifications).

Template ID	Select a value to use default values from a static item template that you define on the Static Item Templates page. Selecting a value causes all of the template values to be supplied as this item's values, but you can override any attributes.
Grade	The value in this field is the default on the Lot Control Information page when you create new lots. This field is informational only.
Item Type	Select a value to define the functional group for this item. You can use this information as a search key for reports and inquiries. Establish item types on the Item Types page, which you access from the Define Controls menu.
Potency Code and UPC Code (universal product code)	These fields are informational only.
Stock Type	If the item is non-owned, select a value to identify the type of stock and the stock owner. The stock type is supplied to the business unit level and can be modified on the Define Business Unit Item - Inventory: Shipping/Handling page.
Commodity Code	Select a value to use on bills of lading to group and identify products that are being shipped for freight rating and insurance purposes. Establish commodity codes, also known as freight classes, on the Commodity Code page under the Common Definitions menu.
EU Commodity Code	PeopleSoft Inventory uses this code for Intrastat Reporting purposes.

Defining Item Dimensions

Access the Define Item - General: Dimensions page (Items, Define Items and Attributes, Define Item, General: Dimensions).

Length, Height, Width, Dimension UOM

The system uses dimension information on the Alternate Plan page for putaway and capacity checking if you enable capacity checking by volume for the business unit and storage locations.

Weight, Weight UOM, Volume, Volume UOM

Indicate weight and volume values that the system uses when creating bills of lading, creating delivery IDs in delivery management, and load planning. The system uses these values if shipping and packing weights and volumes are not defined on the Define Business Unit Item - Inventory: Weight/Volume page. The system also uses weight and volume for capacity checking when you enable capacity checking for the business unit and storage locations. Base the weight and volume that you enter on the item's standard UOM.

Note. When you change the weight and volume, recalculate capacity for the storage locations where you track capacity. For each item storage location, select the Calc capacity at save time (calculate capacity at save time) option on the Volume/Weight Capacity Checking page.

Item Size and Item Color

These fields are informational only.

See Also

Checking Storage Location Capacity

Defining Material Usage Attributes

Access the Define Item - General: Usage page (Items, Define Items and Attributes, Define Item, General: Usage).

Note. The values that you enter on this page become default values on the Define Business Unit Item - General: Usage page.

Usage Tracking	Select a method to track the item for billing or costing purposes. Note. The process for collecting this information and communicating it to the third-party billing system is the same for each value. The difference is in the methodology that the third-party system uses when billing the consumer. Values are: Billing: Tracks the usage of the item for billing. This method compiles consumer usage information to bill the consumer directly for items that are used. Costing: Tracks the usage of the item for cost accounting. This method compiles the consumer usage information to set the cost of a procedure accurately. After the cost is set, you can determine the charge for that procedure. Over time, monitor procedure costs to ensure that the procedure price remains competitive and covers actual costs.
Reconcile	Select to include the item in the material usage reconciliation of its par location. You can reconcile only items that are tracked for billing or costing. You must set up reconciled items that are replenished to their par location (the Not Replenished check box is deselected on the Define Par Location Groups page and Define Par Location - Line page) with a replenishment control selection of Par or Min/Max on the Define Par Location - Line page.
Charge Markup % (charge markup percentage) and Charge Markup Amt (charge markup amount)	Enter the markup percentage and flat markup on the item. The system applies the markup to the cost of the item.
Charge Code	The charge code is for informational purposes only. Use this code to assist in consumer billing. Set up this internal code on the Charge Codes page.
Currency Code	Enter the currency code that represents the values in the Service Price and Service Exchange Amount fields.
Service Price and Service Exchange Amount	Enter the service part price and the part exchange price. These values are used with PeopleSoft Customer Relations Management.
Reusable, Disposable, Recyclable, Consumable, Returnable, or Serviceable	Select for reporting and inquiry purposes only.

Establishing Item Tracking and Lot-Control Attributes

Access the Define Item - Inventory: Tracking/Description page (Items, Define Items and Attributes, Define Item, Inventory).

The values for Lot Control, Serial Control, and Ship Serial Control are entered as default values from the Item Default Values page.

Warning! After lot, serial, ship-serial, and stage-date control flags are set and you begin to put stock away, these fields are unavailable for entry—you cannot modify them.

Lot Control	Select to indicate that a quantity of inventory items is produced as a group or otherwise collected into an identifiable unit. Lots often represent production runs. For lot-controlled items, the lot ID is entered at the time of receipt and putaway and for inventory movement transactions. A default filler value for lot ID is entered on the Installation Options - Inventory page and is used by items that are not lot controlled.
Serial Control	Select to indicate that a unique identifier is assigned to each item that is in stock. The system manages serial-controlled inventory items in units of one, based on the standard UOM. For serial-controlled items, enter the serial ID at the time of receipt and putaway and for all inventory movement transactions. A default filler value for serial number is entered on the Installation Options - Inventory page and is used by items that are not serial controlled.
Shipping Serial Control	Select to indicate that serial tracking is required only at the time of shipment. You move ship-serial items through the warehouse without entering serial information into the system, which simplifies transaction processing and entry. You assign serial numbers when the item is shipped, which provides serial tracking on products that are shipped to customers, internal locations, and other inventory business units.
Trace Usage	Select the Serial value to track the components of this assembly. If existing inventory transactions have occurred, you will receive a warning message that future genealogy tracking will be affected but the change will be allowed. This option is used for component items and enables you to associate the component's serial ID or lot ID with a higher-level assembly item whose Serial in Production option is equal to Yes. Values are: Serial: Select to enable this component's serial ID to be tracked in a higher level assembly whose Serial in Production option is selected. If the component's Lot Control option is selected, then both the serial ID and lot ID will be tracked. Lot: Select to enable this component's lot ID to be tracked in a higher level assembly whose serial in production option is Yes. None: Select if you do not want to track this item. Similar to serial in production, trace usage can be used in conjunction with the Serial Control option. If the Serial Control option is selected, then the serial ID will be identified in inventory, and this serial ID remains with the item throughout the entire manufacturing process. If Serial Control is deselected, then serial ID will not be identified in inventory, but a serial ID will be specified when the item is associated with a serial assembly. This allows tracking the genealogy without requiring the need to track the serial ID in inventory. Important! The source code for serial-controlled items must be Make or Buy. See Understanding PeopleSoft Manufacturing.
Staged Date Control	Select to indicate that the system tracks an item by the date that it is staged into inventory. This check box is available when you select the Staged Date Control check box on the Installation Options - Inventory page. If it is selected, it is used as a default for the setID/item, but you can override it. If the item is not tracked by its staging date, the staged date fields do not appear on any of the item transaction pages. The stage date is used as the default for the business unit-item level, which is the level that the system uses to determine staged-dated tracking. For stage date-controlled items, you must enter the stage date at the time of receipt and putaway and for all inventory movement transactions.
Serial in Production	Select this option if you want to track the key serial and lot components that make up this assembly item. You will assign a serial ID to the item during the manufacturing process. You will also identify serial and lot components that are used to produce this item. This field can be used with and without the serial control option. If you do select serial control, then you will enter the serial ID for all material movement transactions. If you do not select the serial control option, then the system tracks the serial ID during the production process. This means that you assign a serial ID to the item during production and associate serial and lot components with this serial assembly. During completions, you will complete the serial ID to inventory. Note. If you select serial in production and not serial control, during subsequent inventory movements of this item, you will not need to enter the serial ID.
Device Tracking	Select to provide PeopleSoft Purchasing with item visibility throughout the procurement cycle.
Shelf Life (Days)	Enter the number of days that the item can remain in inventory before it is no longer usable.
Availability Lead Time (Days) and Retest Lead Time (Days)	Enter values for lot-controlled items. The availability lead time is the number of days between the lot's creation date and the date that it becomes available; the retest lead time is the number of days between a lot's creation date and the date that it needs to be retested.
Lot Status	Select a default value to assign to newly created lots for lot-controlled items. You can update lot status at any time on the Lot Control Information page. Values are: Hold: Prevents material transactions for the item-lot combination temporarily. Open: Enables regular processing of the lot. You cannot change an Open lot status if quantity for the item-lot combination is allocated to a demand line. Rejected: Prevents material transactions for the item-lot combination. Restricted: Provides a warning message when you use the lot in an inventory transaction. Note. Because hold, rejected, and restricted lots are not available for picking plans or for lot allocations, their available quantity is 0. You can, however, use restricted lots in picking transactions on the Picking Feedback page.

Note. The shelf life, availability lead time, and retest lead time are default values for the business unit level. You can modify these values on the Define Business Unit Item - Inventory: Shipping/Handling page.

See Also

Managing Item Lots

Preparing to Implement PeopleSoft Inventory

Managing Inventory Status

Serial Genealogy

Establishing Item Shipping and Handling Attributes

Access the Define Item - Inventory: Shipping/Handling page (Items, Define Items and Attributes, Define Item, Inventory: Shipping/Handling).

Storage Rule	Select a rule that will appear on both the Putaway Plan and on the Review Plan.
MSDS ID (material safety data sheet ID)	Select the appropriate ID, for informational purposes, if the item requires one. Establish MSDS IDs on the MSDS Identifiers page.
Storage Temp, Storage Humidity	These fields are informational only.
Max Capacity (maximum capacity)	Enter the maximum capacity at which this inventory item can be stored in a designated material storage bin. Track maximum capacity when storage locations in an inventory business unit are assigned exclusively to particular inventory items. This field reflects the standard UOM and is informational only.
Packing Code	Select a value. Establish packing codes on the Packing Codes page, which you access from the Define Controls menu.
Ship Via	Select a shipping code. Establish shipping codes on the Ship Via Codes page under the Common Definitions menu. The value that you select appears by default for the business unit; you can modify it on the Define Business Unit Item - Inventory: Shipping/Handling page. The ship via value for the item at the business unit level appears by default on the order line when you enter a request for this item by using the Create/Update Stock Request (EZ_ISSUE_INV_GBL) component. The default hierarchy for the ship via value depends on the type of order that you create. The hierarchy for an outbound sales order is: Load ID (if assigned). Inventory item ID. Contract. Ship to customer. Order group. The hierarchy for an outbound material stock request is: Load ID (if assigned). Inventory item ID. Customer. The hierarchy for an Interunit transfer is: Transfer attributes by item. Transfer attributes by business unit. The hierarchy for an inbound purchase order is: Vendor. Business unit options.
Tariff Cd (tariff code)	Select the harmonized tariff code for the item. Establish harmonized tariff codes on the Harmonized Tariff Code page under the Common Definitions menu. Various documents that accompany shipments across international borders require harmonized tariff codes. Customs officials use these codes to determine duty on shipped commodities. The system uses this information on export bills of lading for export sales orders that are defined in PeopleSoft Order Management or export intercompany transfers in PeopleSoft Inventory.

Defining Configuration Attributes for an Item

Access the Define Item - Configuration page (Items, Define Items and Attributes, Define Item, Configuration).

Distribution Configuration

Select to enable distribution configuration processing, which enables the system to capture dynamic option and pricing information.

Distribution Model

If you select Distribution Configuration, the system uses the model to select the configuration rules that are used to configure this item.

Production Configuration

Select to enable production configuration processing, which enables the system to:

Perform routing operations and component generation for manufacturing configured items.

Generate a production cost if the item's cost is determined by the configuration.

Production Model

If you select Production Configuration, the system uses the model to select the configuration rules that are used to configure this item.

Configuration Code Generation

Select to indicate that the configuration template will be used to generate a configuration code. This option is valid only for lot controlled items that have distribution configuration.

Template

Select a template for configuration code generation. The system creates configuration codes based on the template that you select. You cannot change an item to use configuration codes if system activity exists for the item (such as inventory balances, customer orders, and so on).

Default Configured Lot

Select to indicate that the default value is the last lot with the same configuration code (during receipts and issues). This check box is available when you select Configuration Code Generation.

Configuration Costing

Select to generate costs for each unique configuration code during production order creation. Also, you can recalculate the cost of a configured item to reflect cost changes in standard items. This check box is available when you select Configuration Code Generation.

Establishing Configured Production Costs

Approving Item Definitions

This section discusses how to approve item definitions.

Understanding how to Approve Item Definitions

For maximum control over the item master, the system enables you to require that authorized staff members approve item definitions before the items become available for transactions.

To set up and use manual item approval processing:

Select the Item Approval Required option on the Installation Options - Overall/GL page.
Specify an item approval method:
- Manual: Authorized staff can approve or deny item definitions for a setID on the Item Approval page.
- Workflow: You must establish item approval as a business process in PeopleSoft Workflow.
Change the current status of the item from Under Initialization to Pending Approval on the Define Item - General: Common page when you add item definitions at the setID level.

Changing the status makes the item definition available for approval on the Item Approval page or triggers the item approval workflow.
The system sends a worklist entry for each item definition with an item status of Pending Approval to an authorized staff member.

The worklist entry for item approval transfers the authorized staff member to the Item Approval page.
The authorized person approves or denies the item definition on the Item Approval page.

Until an authorized person approves an item definition on the Item Approval page, you can't modify the item definition at the setID level. However, for items with a Pending Approval status, you can define purchasing information by using the Purchasing Attributes component and define item attributes at the business unit level by using the Define Business Unit Item (GEN_ATTRIB_INV_GBL) component.

Before an item is approved, the only valid statuses on the Define Item - General: Common page are: Under Initialization and Pending Approval. In environments that don't require item approval processing, items with a Pending Approval status are updated to Active status.

In item-approval environments, the current item status is updated from Pending Approval to Active when an authorized person approves the item definition on the Item Approval page. After the person approves the item, you cannot change the item's approval status, and approved items are no longer available on the Item Approval page. Also, Under Initialization, Pending Approval, and Denied Approval are no longer valid item statuses on the Define Item - General: Common page. You can select only the Active, Hold, or Discontinue statuses.

The Effects of Status Change on the Item

Status changes at the setID level affect the status at the business unit level:

If the item has a status of Under Initialization at the setID level, the definition for the item at the business unit level can have only the status of Under Initialization.
If the status of the item at the setID level changes from Under Initialization to Pending Approval, all of the definitions for the item at the business unit level are updated to Pending Approval status.
If the status of the item at the setID level changes from Pending Approval to Active, all the definitions for the item at the business unit level are updated to Active status.
If you change the status of the item at the setID level back to Under Initialization, then all the definitions for the item at the business unit level are updated to Under Initialization.

Managing Inventory by Item Status

Page Used to Approve Item Definitions

Page Name	Definition Name	Navigation	Usage
Item Approval	INV_ITEM_APPROVAL	Items, Define Items and Attributes, Approve Item, Item Approval	Approve item definitions that you create at the setID level.

Approving Item Definitions

Access the Item Approval page (Items, Define Items and Attributes, Approve Item, Item Approval).

To approve items, use the Item Approval (ITEM_APPROVAL) component.

Item Definition Approved

Select a value:

Approved: Approves the item when you save the page. This is the status default value.

Denied: Denies the item so that it is not available for transactions, but you can view it by using the Review Item Information menu.

Note. For items with a status of Denied or Pending Approval, you can change the status back to Under Init(under initialization). When you do, the status of the item definition at the setID and business unit levels changes back to Under Initialization.

Associating an Item with a UOM

This section discusses how to:

Assign a UOM to an item.
Assign a global trade item number (GTIN) to an item and UOM combination.

Understanding how to Associate an Item with a UOM

When you create an item in the Define Item component, you define a standard UOM (unit of measure) for the item. Depending upon the business needs, you may want to define additional units of measure for transactions involving this item. For example, if you order an item by the case but ship it in individual units, you will want two additional UOMs: a shipping UOM (each) and an ordering UOM (case).

When multiple UOMs apply to a given item, PeopleSoft applications maintain conversion rates to facilitate processing.

See Also

Using Item Quantity UOM

Pages Used to Associate an Item with a UOM

Page Name	Definition Name	Navigation	Usage
Units of Measure	INV_ITEM_UOM	Items, Define Items and Attributes, Units of Measure	Assign a UOM to an item. For each item-UOM combination that you define, specify quantity precision and rounding rules for use in system calculation.
UOM Weight/Volume	INV_ITEM_WTVOL	Click the UOM Weight/Volume link on the Units of Measure page.	Assign default packing codes and stocking and shipping physical measurements to an item-UOM combination.
Global Trade Item Numbers	ITM_MFG_GTIN_SP	Click the Global Trade Item Number link on the Units of Measure page.	Assign a GTIN to an item and UOM combination using a locally owned EAN/UCC Company Prefix (manufacturer). See Defining Universal Item ID Types.

Assigning a UOM to an Item

Access the Units of Measure page (Items, Define Items and Attributes, Units of Measure).

To define the available units of measure for an item, use the Units of Measure (INV_ITEM_UOM) component. Use the Units of Measure (INV_ITEM_UOM_CI) component interface to load data into the tables for this component.

Conversion Rate

Enter conversion rates that conform to the quantity precision rule for an item-UOM combination. For example, if an item's standard UOM is defined as a whole number, you cannot enter a conversion rate that contains a decimal value.

Quantity Precision

The rule that is to be used for this item-UOM combination.

Note. Because serial-controlled items are by definition whole numbers, they can have only whole number quantity precision.

Default Stocking UOM (default stocking unit of measure)

Select this check box to define one unit of measure as the default stocking UOM. The default stocking UOM is used as a default on the PO Receiving, Inspection, Express Putaway, Manual Staging, and RMA & InterUnit Receiving pages.

If the item is a serial controlled item, the default stocking UOM is defined as the standard UOM from the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General) and you cannot change it.

In PeopleSoft Inventory, the Default Stocking UOM can be used within the default hierarchy for:

The Create/Update Stock Request component if it is also defined as an ordering UOM type.

The Express Issue page if it is also defined as a shipping UOM type.

The Define Par Location - Line page and the Maintain Par Locations component if it is also defined as an ordering UOM type.

For more information on the default hierarchies, see the individual component.

Default Req UOM (default requisition unit of measure)

Select to indicate that the UOM should be displayed by default for requesters using PeopleSoft eProcurement. If not selected, the item vendor UOM (Items, Define Items and Attributes, Purchasing Attributes, Item Vendor) or the standard UOM (Items, Define Items and Attributes, Define Item, General) is displayed by default for the requester.

In PeopleSoft Inventory, the Default Req UOM can be used within the default hierarchy for:

The Create/Update Stock Request component if it is also defined as an ordering UOM type.

The Express Issue page if it is also defined as a shipping UOM type.

The Define Par Location - Line page and the Maintain Par Locations component if it is also defined as an ordering UOM type.

Unit of Measure Type

Indicate which transactions use the selected UOM. You must select at least one of these UOM types for each item:

Ordering: The UOM is used for stock requests. The ordering UOM is also used by PeopleSoft Order Management.

Shipping: The UOM is used for express issue and shipping/issues transactions.

Stocking: The UOM is used for any putaway or receiving transaction. This UOM can also be used for numerous other transactions, including transfers, container management, adjustments, picking, and physical accounting.

See Also

Using Item Quantity UOM

Establishing Quantity Precision and Rounding Rules for Items

Assigning a GTIN to an Item and UOM Combination

Access the Global Trade Item Numbers page (Click the Global Trade Item Number link on the Units of Measure page).

To access this page, a universal item ID type of GTIN must be defined.

Select the locally owned manufacturer code.
Enter the GTIN for the unit of measure.

The GTIN must be 8, 12, 13, or 14 numeric digits. Only one GTIN can be assigned, using a locally owned manufacturer, for each item-UOM combination.
Click the OK button.

The PeopleSoft application displays the Units of Measure page.
Save the changes.

See Also

Using Universal Item Identifiers

Copying Items

This section discusses how to:

Copy item information.
Copy setID item status to a business unit.

Understanding How to Copy Items

To maximize consistency and efficiency in the item definition process, PeopleSoft Inventory enables you to copy item definitions from the setID level to the business unit level and between business units by using the Copy Item page. You can also copy the item status from the setID to any of the business units where you define the item, or you can copy the substitution definition to the business unit level.

Pages Used to Copy Items

Page Name	Definition Name	Navigation	Usage
Copy Item	ITEM_COPY_INV	Items, Define Items and Attributes, Copy Item	Copy item information within the same setID, copy item attributes within the same business unit, and copy item attributes between business units.
Copy SetID to BU Item Status	INV_ITM_STATUS_SP	Click the Copy Item Status link on the Define Item - General: Common page.	Copy the item status that you modify for the setID to any of the business units where the item is defined.
Copy SetID to BU Substitute Items	INV_SETID_BU_SP	Click the Copy to Business Unit link on the Define Item - Substitutes page.	Copy the substitution definition of an item at the setID level to the business unit level.

Copying Item Information

Access the Copy Item page (Items, Define Items and Attributes, Copy Item).

Copy Item Within SetID

If you select this option, you can also copy the purchasing and inventory business unit attributes that are established for the item by selecting the Copy Business Unit Attributes option.

Copy Business Unit Attributes

The Inventory Business Units and the Purchasing Business Units group boxes at the bottom of the page display the business units that have established the item ID. By default, all business units are selected. Clear those business units with attributes that you do not want to copy to the target item. When you are copying from inventory business units, planning attributes at the business unit level are copied along with weight and volume attributes and configuration attributes. Values that are calculated through the replenishment process are not copied. However, other replenishment attributes (set up attributes, for example) are copied.

When you are copying items within the same business unit, the VMI customer ship to attributes are copied. If the business unit that is being copied to is a VMI business unit, only inventory items can be copied.

Note. If you copy items between business units with different currencies, you must change all cost and price fields for the item manually.

Source Item ID

If the item that is being copied still has a status of Under Initialization, then the target item is also placed in Under Initialization status. If the item that is being copied has a status of Approved, Hold, Discontinue, or Inactive, and item approval is not required, then the item is placed in Active status. If item approval is required, the item is placed in Under Initialization status.

See Also

Setting Up Vendor Managed Inventory

Copying SetID Item Status to a Business Unit

All business units for which the item is defined appear. For each business unit, the system also displays the current status date, current item status, future status date, and future item status.

To copy the item status definition from the setID to a business unit, select the business unit's row, and then click OK. The setID's item status definition replaces the item status definition at the business unit level.

Substituting Items

This section discusses how to:

Establish a substitution definition for an item.
Copy an item's substitution definition.

Understanding how to Substitute Items

A substitution definition for an item must be established for a setID on the Define Item - Substitutes page before it can be modified for the business unit on the Define Business Unit Item - Substitutes page. You cannot add substitute items to substitution definitions at the business unit level unless they are defined for the setID. At the business unit level, you can only remove substitute items from the substitution definition or modify their attributes.

Substitute items must be unique for the item. You can't enter the same item twice with different dates. For example, Substitute A with effective dates from January 1, 1999 to February 1, 1999 and Substitute A with effective dates from February 1, 2000 to August 30, 2000 cannot be substitutes for the same item. In this case, you need to define a different substitute for the second set of effective dates.

If you use PeopleSoft Manufacturing, you must maintain substitute item data at the business unit level and at the BOM level for all component items for which substitutions are allowed. You can also use substitute items in conjunction with discontinued items. As you phase out one item and drive its current quantity on hand to 0, you can define its replacement component as a substitute. In this way, when no quantity is on hand to meet demand of the phased-out item, the substitute is recommended instead. A substitute item cannot be a phantom or a component of a phantom. In addition, where substitutes exist, the item cannot be changed to a phantom.

Pages Used to Substitute Items

Page Name	Definition Name	Navigation	Usage
Define Item - Substitutes	INV_ITEMS_DEFIN7	Items, Review Item Information, Items, Substitutes Items, Define Items and Attributes, Define Item, Substitutes	Establish a substitution definition for an item. An item substitution definition specifies alternate items that may be used in PeopleSoft Inventory, Purchasing, or Manufacturing when sufficient quantity of the requested item is unavailable.
Copy SetID to BU Substitute Items	INV_SETID_BU_SP	Click the Copy to Business Unit link on the Define Item - Substitutes page.	Copy an item's substitution definition at the setID level to the business unit level.
Business Unit Substitute Items	INV_SUB_ATTRIB_SEC	Click the View Current button on the Copy SetID to BU Substitute Items page.	View the business unit's current substitution definition for an item before copying the item's substitution definition from the setID.
Define Business Unit Item - Substitutes	SUBS_ATTRIB_INV	Items, Define Items and Attributes, Define Business Unit Item, Substitutes	Modify the substitution definition that is established for the item at the setID level to meet the requirements of the business unit.
Copy Set ID Substitute Items	INV_SUB_ITEM_SEC	Click the Copy SetID Substitutes link on the Define Business Unit Item - Substitutes page.	View and copy (if available) the substitution definition for the item at the setID level.

Establishing a Substitution Definition for an Item

Access the Define Item - Substitutes page (Items, Define Items and Attributes, Define Item, Substitutes).

Substitute Item

Priority	The substitute item with the highest priority (the lowest number) is substituted first. Priority doesn't need to be sequential, though it must be greater than zero. PeopleSoft applications display, print, and suggest substitute options in priority order.
Start Date, and End Date	Determines the date range for substitution validity. The current date appears by default as the start date, and December 31, 2099 appears as the default end date. You can change both dates.
Conversion Rate	Indicates the quantity of the substitute item that is required to replace the original item. The default value is 1, but you can modify the value as necessary. Conversion rates are calculated by using the standard UOM.
Copy to Business Unit	After you finish defining substitution options for the item, click this link to access the Copy SetID to BU Substitute Items page, where you can copy the setID's substitution definition to selected business units.

Usage

Use for Shipments

Indicates whether the substitute item is valid for material stock requests and sales orders during the picking process.

Use for Manufacturing

Indicates whether the substitute item can be used for substitutions on BOMs or production picking plans.

Use for Procurement

Indicates whether the substitute item can be used during online sourcing in PeopleSoft Purchasing.

Note. PeopleSoft Purchasing uses the substitution definition from only the setID level.

See Also

Item Substitution

Copying an Item's Substitution Definition

To copy the substitution definition for the item from the setID to a business unit, select the business unit's row, and then click OK. If a substitution definition for the item exists for the business unit, the system replaces it with the setID's substitution definition for the item.

Item ID	Item IDs cannot have embedded spaces or special characters. If you use automatic numbering for items, leave the item ID as NEXT, to assign the next sequential number, or enter an item ID manually. PeopleSoft Inventory uses the item ID as its primary search key for the item master file.
Current Status Date	If you modify the item status, the current status date is automatically updated to reflect the date of the change.
Current Status	Select a value: Under Initialization, Pending Approval, Denied Approval, Active, Hold, Discontinue, or Inactive. However, you can select only a subset of these status values. If the item is Under Initialization, you can set the Current Status field to Pending Approval. After the item definition is approved, either automatically or manually, you can set the status to Hold or Discontinue.
Future Status Date and Future Status	Enter a date and a status that the Change Item Status (RUN_INS4000) process implements. Note. You cannot select a future status of Inactive for certain items. If an item is defined for a business unit and used in PeopleSoft Manufacturing on the Define Business Unit Item - General: Costing page (Used for MFG option), it cannot be inactivated at the business unit or the setID level.
Copy Item Status	Click to access the Copy SetID to BU Item Status page, where you can copy the item status for the setID to any of the business units for which the item is defined.
Inventory Item	Select this check box to define this item ID as an inventory item type. An inventory item can be physically stocked in a PeopleSoft Inventory business unit and used on a material stock request. Deselect this check box to define this item ID to a non-inventory item type. You cannot create transactions in PeopleSoft Inventory for non-inventory items. The attributes that you enter for a non-inventory item at the business unit level are to support PeopleSoft Order Management, Purchasing, Maintenance Management, Manufacturing and PeopleSoft Supply Planning. Both inventory and non-inventory items can be: Added to sales orders in PeopleSoft Order Management. Added to requisitions and purchase orders in PeopleSoft Purchasing. Added to work orders and job templates in PeopleSoft Maintenance Management. Defined on a Bill of Materials (BOM) in PeopleSoft Manufacturing. Used in forecasts at both the family and group level in PeopleSoft Supply Planning. After you have used an item ID in the PeopleSoft system, you may want to change the item from an inventory item type to a non-inventory item type or conversely, change from a non-inventory to an inventory item type. There are certain restrictions to changing the inventory item type once you have used the item ID on transactions in the PeopleSoft system. For more information, see the "Working with Items" chapter, "Changing the Item Type" section of this PeopleBook. See Changing the Item Type.
Non-Owned Item	This selection can be overridden on the Define Business Unit Item - General: Common page. PeopleSoft Inventory does not create accounting entries for non-owned item transactions. To identify the owner of the stock, you must also indicate the stock type on the Define Item - General: Classifications page. You can change the selection at the time of putaway by using the Manual Staging page or the Express Putaway page.
Consigned Purchase	This option is available if the item is non-owned. The selection that you make is supplied by default at the business unit level, and you cannot override it on the Define Business Unit Item - General: Common page.
Standard UOM	Select the standard UOM for this item ID. PeopleSoft Inventory maintains the quantity on hand for an item and its cost in the standard UOM. It is recommended that you select the smallest valid UOM for the item. Keep in mind the following points when selecting a standard UOM: The UOMs that you establish on the Units of Measure page under the Common Definitions menu are available for selection (Set Up Financials/Supply Chain, Common Definitions, Units of Measure, Units of Measure ). The measurement that you select must be valid for stocking, shipping, and ordering on the item's Units of Measure page (Items, Define Items and Attributes, Units of Measure). Because of the quantity-on-hand and the costing calculations, you cannot change this selection for an item after the first transaction in PeopleSoft Inventory. These transactions include setting up an item vendor relationship on the Purchasing Attributes - Item Vendor page (Items, Define Items and Attributes, Purchasing Attributes, Item Vendor). Warning! To minimize rounding discrepancies when using multiple UOMs, use the smallest valid UOM for the item as the standard UOM, and use whole number as the quantity precision on the item's Unit of Measure page.
Default Category	You must select a value if you have PeopleSoft Purchasing installed to categorize the item appropriately for the purchasing catalogs.
Physical Nature	Select the option of Goods or Services, which classifies the item for intransit reporting requirements between countries.
Item Group and Family	These are categorizations for reporting or alternate search keys. Item groups can be used when you are defining transaction accounting rules, and item families can be used during cycle counting.
Demand Priority	If you are using PeopleSoft Supply Planning, this option enables you to group like items to establish a common priority for all items within a single group. The demand priorities can then be established for both planning applications. You define demand priority families by using the Demand Priority Family page.
Cost Profile Group	Assigning an item to a cost profile group determines the books that the item uses when accounting for the item. When you add this item to a business unit, the Define Business Unit Item - General: Costing page uses this field to determine the cost profile of the item within each book that the business unit uses. Be aware of these conditions: If the item is not serial controlled, the cost profile group that you assign to the item cannot be associated with any profiles that have serial ID as the deplete cost method or the cost flow. If the item is not lot controlled, the cost profile group that you assign to the item cannot be associated with any profiles that have lot ID as the deplete cost method or the cost flow.
Promise Option	(Optional) Select a value: Perform ATP Reservations (perform available-to-promise reservations): Select this option to enable customer service representatives who are using PeopleSoft Order Management to promise the item at the time of order, or to enable the Reserve Materials process (IN_FUL_RSV) in PeopleSoft Inventory to promise demand for the item based on anticipated supply. Important! To ensure accurate validation, you must complete item definition at the setID and business unit levels and specify non-soft-reservations processing for the item before you select the Perform ATP Reservations value. For step-by-step procedures for setting up ATP-reserved items, see Understanding ATP-Reservations.
Create Product	Select if the enterprise uses product IDs, and you want the system to create a product ID when you save the item definition.
Use Item ID	Select to use the item ID as the product ID in PeopleSoft Order Management.
Product ID	If you do not select the Use Item ID option, you can enter a value in this field or, if you set up automatic numbering for products, you can enter a value of NEXT. These options are available only if PeopleSoft Order Management is installed and you are in Add mode or if you are updating an item that has a status of Under Initialization.
Item Image	Click to access the Item Image page, where you can add, remove, or view a picture of the item.
Manufacturers	Click to access the Manufacturer's Item page, where you can define information about the items' manufacturer.
Purchasing Item Attributes	Click to access the Purchasing Attributes (ITM_TBL_PUR) component, where you can specify purchasing information for the item. You can access the Purchasing Attributes component only after the item is initially saved.
Units of Measure	Click to access the Units of Measure (INV_ITEM_UOM) component, where you can assign additional UOMs to the item. You can access the Unit of Measure component only after the item is initially saved.

Distribution Configuration	Select to enable distribution configuration processing, which enables the system to capture dynamic option and pricing information.
Distribution Model	If you select Distribution Configuration, the system uses the model to select the configuration rules that are used to configure this item.
Production Configuration	Select to enable production configuration processing, which enables the system to: Perform routing operations and component generation for manufacturing configured items. Generate a production cost if the item's cost is determined by the configuration.
Production Model	If you select Production Configuration, the system uses the model to select the configuration rules that are used to configure this item.
Configuration Code Generation	Select to indicate that the configuration template will be used to generate a configuration code. This option is valid only for lot controlled items that have distribution configuration.
Template	Select a template for configuration code generation. The system creates configuration codes based on the template that you select. You cannot change an item to use configuration codes if system activity exists for the item (such as inventory balances, customer orders, and so on).
Default Configured Lot	Select to indicate that the default value is the last lot with the same configuration code (during receipts and issues). This check box is available when you select Configuration Code Generation.
Configuration Costing	Select to generate costs for each unique configuration code during production order creation. Also, you can recalculate the cost of a configured item to reflect cost changes in standard items. This check box is available when you select Configuration Code Generation.

Conversion Rate	Enter conversion rates that conform to the quantity precision rule for an item-UOM combination. For example, if an item's standard UOM is defined as a whole number, you cannot enter a conversion rate that contains a decimal value.
Quantity Precision	The rule that is to be used for this item-UOM combination. Note. Because serial-controlled items are by definition whole numbers, they can have only whole number quantity precision.
Default Stocking UOM (default stocking unit of measure)	Select this check box to define one unit of measure as the default stocking UOM. The default stocking UOM is used as a default on the PO Receiving, Inspection, Express Putaway, Manual Staging, and RMA & InterUnit Receiving pages. If the item is a serial controlled item, the default stocking UOM is defined as the standard UOM from the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General) and you cannot change it. In PeopleSoft Inventory, the Default Stocking UOM can be used within the default hierarchy for: The Create/Update Stock Request component if it is also defined as an ordering UOM type. The Express Issue page if it is also defined as a shipping UOM type. The Define Par Location - Line page and the Maintain Par Locations component if it is also defined as an ordering UOM type. For more information on the default hierarchies, see the individual component.
Default Req UOM (default requisition unit of measure)	Select to indicate that the UOM should be displayed by default for requesters using PeopleSoft eProcurement. If not selected, the item vendor UOM (Items, Define Items and Attributes, Purchasing Attributes, Item Vendor) or the standard UOM (Items, Define Items and Attributes, Define Item, General) is displayed by default for the requester. In PeopleSoft Inventory, the Default Req UOM can be used within the default hierarchy for: The Create/Update Stock Request component if it is also defined as an ordering UOM type. The Express Issue page if it is also defined as a shipping UOM type. The Define Par Location - Line page and the Maintain Par Locations component if it is also defined as an ordering UOM type.
Unit of Measure Type	Indicate which transactions use the selected UOM. You must select at least one of these UOM types for each item: Ordering: The UOM is used for stock requests. The ordering UOM is also used by PeopleSoft Order Management. Shipping: The UOM is used for express issue and shipping/issues transactions. Stocking: The UOM is used for any putaway or receiving transaction. This UOM can also be used for numerous other transactions, including transfers, container management, adjustments, picking, and physical accounting.