Inventory Types

BUS_UNIT_TYPE_INV

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Types

Define PeopleSoft Inventory business unit types.

Inventory BU Groups

IBU_TYPE_INV

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory BU Groups

Define PeopleSoft Inventory business unit groups.

Inventory Options

BUS_UNIT_OPT_IN

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Options

Define default storage location structures and attributes.

Dimension UOM

Records a storage location’s height, width, and depth.

Weight UOM

Records a storage location’s weight capacity.

Volume UOM

Records a storage location’s cubic capacity.

Location Accounting Required

Select to use storage location accounting. If you activate this option, you must also establish ChartFields for each storage area, on the Storage Area Accounting page.

FERC Reporting(Federal Energy Regulatory Commission reporting)

If you link transactions to the FERC's Uniform System of Accounts for the utility industry, select to display the FERC code on relevant PeopleSoft Inventory pages.

Check Cubic Capacity

Select to track the volume capacity of storage locations. You must first define dimension and volume UOMs.

Check Weight Capacity

Select to track the weight capacity of storage locations. You must first define a weight UOM.

Convert to Default Stock UOM

The system converts the UOM on incoming transactions to the default stocking UOM.

Convert to Standard UOM

The system converts the UOM on incoming transactions to the item’s standard UOM. This option enables you to stock all the inventory in the standard UOM and perform material movement transactions using any valid UOM for the item.

Use Entered UOM

The system processes transactions using whatever UOM the user enters.

Inventory Definition - Business Unit Definition

BUS_UNIT_INV1

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Definition, Business Unit Definition

Define the basic attributes of a PeopleSoft Inventory business unit.

Inventory Definition - Business Unit Options

BUS_UNIT_INV5

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Definition, Business Unit Options

Activate optional business unit features.

Inventory Definition - Business Unit Options: Shipping Options

BUS_UNIT_INV2

Click the Shipping Options link on the Inventory Definition - Business Unit Options page.

Establish default packing and shipping rules.

Inventory Definition - Business Unit Options: Replenishment Options

BUNIT_REPLEN_OPT

Click the Replenishment Options link on the Inventory Definition - Business Unit Options page.

Define default par location replenishment options. You can override these defaults on the Par Location Definition - Line page.

Inventory Definition - Business Unit Options: Revenue and Billing Defaults

BUS_UNIT_INV4

Click the Revenue and Billing Defaults link on the Inventory Definition - Business Unit Options page.

Define business unit distribution defaults and billing options.

Inventory Definition - Business Unit Options: RMA Defaults

BUS_UNIT_INV6

Click the RMA Defaults link on the Inventory Definition - Business Unit Options page.

Define default values for RMA forms. You can override these values in the RMA Form component in PeopleSoft Inventory.

Inventory Definition - Business Unit Options: Estimated Shipment Definition

INV_SHP_FIELDS

Click the Estimated Shipment Definition link on the Inventory Definition - Business Unit Options page.

Establish grouping criteria for estimated shipments.

Inventory Definition - Business Unit Counters

BUNIT_COUNTER_INV

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Definition, Business Unit Counters

Initialize the set of automatically generated transaction counters.

Inventory Definition - Business Unit Books

CM_BU_BOOK

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Definition, Business Unit Books

Associate the cost book with a PeopleSoft Inventory business unit, ledger, and ledger group.

Default SetID

Available in Add mode. This value determines which setIDs are assigned to each record group for the new business unit; the setID assignment then determines which TableSet is used for values for a specific business unit.

Create BU (create business unit)

Click to establish the setID controls for the PeopleSoft Inventory business unit.

Note. You must click Create BU before you can select the general ledger unit, BI unit, AP business unit, base currency, journal template, unit group, location code, inventory type, exchange rate type, book name, ledger group, ledger, create accounting entries, create item profiles, and book status.

GL Business Unit

Define the PeopleSoft General Ledger business unit to which this PeopleSoft Inventory business unit posts all accounting entries.

Sales Orders

This group box is available only if the installation includes PeopleSoft Billing. You can select a sales order's PeopleSoft Billing business unit (BI Unit) for invoicing customer shipment information. If you leave this field blank, the system uses the PeopleSoft Billing business unit defined on the sales order line for the source business unit when invoicing customer shipment information.

InterUnit Transfers

If the PeopleSoft Inventory business unit issues or receives intercompany transfers, enter the following information:

• BI Unit: The PeopleSoft Billing business unit to be used to create invoices when this PeopleSoft Inventory business unit is the source unit sending the stock transfer.

• Ship To and Location: For receiving an intercompany transfer, enter the ship to customer ID and location code that defines this PeopleSoft Inventory business unit.

• Flag Items for Auto-Putaway: Select to use auto-putaway processing for receiving interunit transfers. This option automatically inserts the depleted shipment into the putaway staging tables of the destination business unit. Run the Complete Putaway process to complete the putaway. You cannot use auto-putaway for intercompany transfers.

• Run Auto-Putaway Job: Select on the destination Inventory business unit to run the auto-putaway processing when stock is received. The Deplete On Hand Quantity process in the sending business unit automatically create a scheduled process to run the auto-putaway job (AUTOPTWY) in the destination business unit after creating entries in the putaway staging table.

Note. In order to launch the auto-putaway job from the Shipping/Issues component or the Express Issues page, you must also select the Auto Process at Save check box on the Fulfillment Engine Options page (business unit or setID level). Selecting the Deplete On Hand Qty link or the Run Process link will not launch the auto-putaway job.

AR Unit (accounts receivable business unit)

Appears when you select a PeopleSoft Billing business unit in either the Sales Orders or the InterUnit Transfers group box. Use the AR unit to track the receivable once PeopleSoft Billing sends an invoice. The PeopleSoft Billing business units defined for sales orders and interunit transfers must share the same PeopleSoft General Ledger business unit as the PeopleSoft Inventory business unit that you are establishing. However, the accounts receivable business units can be different as long as they are tied to the same PeopleSoft General Ledger business unit.

VAT Entity (value added tax entity)

The default value tied to the PeopleSoft Billing business unit appears when you define a PeopleSoft Billing unit for sales orders or interunit transfers. PeopleSoft Billing uses this value when calculating value-added tax (VAT) for customer shipments and interunit transfers that require intercompany processing.

Note. If you define either an interunit transfer or a sales order PeopleSoft Billing business unit, you must also define a bill type and bill source on the Inventory Definition - Business Unit Options: Revenue and Billing Defaults page.

Journal Template

Indicate which template the business unit should use when creating accounting entries. Journal templates are defined on the Journal Generator Template - Defaults page.

Base Currency

Indicate which currency this business unit uses for accounting entries and journals. The base currency code for the PeopleSoft Inventory business unit must match the base currency default ledger for the primary ledger group of the specified PeopleSoft General Ledger business unit. All transactions and costs passed to the PeopleSoft Inventory business unit should be in the base currency defined for the PeopleSoft Inventory business unit. Currency codes are defined on the Currency Code page.

Note. For intercompany transfers, the base currency of the destination business unit and the general ledger unit must match the currency of the corresponding customer.

Exchange Rate Type

The system uses this value to convert item cost and additional transfer costs to a single currency in the PeopleSoft Supply Planning.

Unit Group

The group of business units to which this PeopleSoft Inventory business unit belongs. Unit groups are defined on the Inventory BU Groups page.

Location Code

Represents the business unit’s address. Location codes are defined on the Location - Location Definition page under the General Options menu.

Arbitration Plan ID

For PeopleSoft Order Management only, enter the plan ID that determines the default hierarchy used by the reservation/backorder engine to assign reservation and backorder rules to the lines of a sales order.

Inventory Type

Inventory types are defined on the Inventory Types page.

Tax Code

For PeopleSoft Order Management only, enter the tax code to default to the sales orders from counter sales. If the order is customer pick-up this field will default the tax code for the Inventory business unit at all levels on the sales order.

Facility Status

Indicates whether the business unit is active. No transactions can be processed for a closed (inactive) business unit. When you create a new business unit, the system automatically sets this status to Closed unless at least one active book has been defined for the business unit. Once you have activated a book, change the status to Open.

Prohibit Material Movements

Select to prevent the processing of any material movement transactions for the business unit during wall-to-wall physical counts of inventory stock.

VMI Stock (vendor managed inventory stock)

Select to indicate that the business unit represents a VMI business unit. A VMI business unit represents a customer site whose inventory is managed by your enterprise.

This option is only available when creating a new business unit.

Incl Non-Open in Avail Qty (include non-open in available quantity)

Select to include items with a status of Restricted or Hold in the business unit's available quantity. Rejected items are never included in the available quantity.

Allow Transfers to Owned Loc (allow transfers to owned location)

Select to permit movement of consigned items from non-owned to owned storage locations. This option enables you to transfer ownership of items to your business while they are still in inventory.

RMA

If the received quantity on the receiver line is greater than or equal to the shipped quantity, saving the page sets the status of the line to Closed. Once all receipt lines have been closed (either manually or automatically), the system sets the status of the header to Closed.

Interunit transfer

The closure conditions are the same as for RMAs, except that closure processing includes cumulative interunit transfer receipt IDs. When the system determines that the entire interunit transfer has been received, it closes the lines and headers of every receiver ID associated with the transfer.

Allow Auto-Add of New Lots (allow automatic addition of new lots)

Select to enable the Complete Putaway process (INPPPTWY), the Express Putaway page, the Stock Quantity Update process (INPOPOST), and the Manufacturing Completions process to add necessary lot information to the Lot Control Information page automatically. With this option, you can enter just the lot ID when receiving, putting away, or counting new lots; otherwise, you must enter specific lot information on the Lot Control Information page for all new lots before initiating putaway.

Allow Lot Allocation

Select to allocate and deallocate lots and their associated quantities during order entry in PeopleSoft Order Management and PeopleSoft Inventory or during manual lot allocations.

Use Lot Allocation Workflow

Available if you have PeopleSoft Product Configurator installed. When you put stock away from a completion that was manufactured to fulfill an order from PeopleSoft Order Management, the Complete Putaway process creates a worklist entry to transfer you to the Allocate Lots page.

Use External Warehouse Control

Select if the business unit integrates with a third-party material management system, such as a warehouse management system (WMS). This option enables messaging for multiple enterprise integration point (EIP) transactions.

Ship Using TMS Reference ID

Select to group transactions passing between PeopleSoft and the warehouse management system (WMS) according to the TMS ID used to pass transactions to the transportation management system (TMS). This enables the warehouse management system to keep the TMS shipment lines together. This check box only applies if you are using a WMS system.

Use Internal Expected Receipt

Select if third-party applications manage internal par stock locations in the business unit. This option enables messaging for the Internal Location Expected Receipt EIP transaction.

Use Advanced Shipment Notice

Select to enable messaging for the Advanced Shipping Notice EIP when sales orders are depleted in the business unit.

Combo Edit

Enables ChartField combination editing of data for selected online and batch processes. Because you can validate combinations of accounting entry fields during data entry against rules defined for the setID, this feature enables you to capture and correct accounting errors before posting these entries to your ledgers. ChartField combination editing requires that you enter the whole ChartField string, either manually or with SpeedTypes; if you want to use partial strings, consider enabling Combo Edit during the initial setup, then disabling it for day-to-day operation.

The following PeopleSoft Inventory pages have Combo Edit-enabled fields:

• Create/Update Stock Requests component

• Express Issue page

• RMA Form page (PeopleSoft Inventory component)

• InterUnit and RMA Receiving component

• Express Putaway page.

• Manual Staging page

• Review Plan page

• Stockroom Feedback page

• Correct Staged Errors page

• Adjustments page

• Adjust Average Cost page

• Actual Cost Adjustment - Adjustment Detail page

• Distribution Type page

• InterUnit Ownership page

• Storage Area Accounting page

• Edit Unposted Accounting Lines page

• Par Location Definition page

SpeedType Level

Restricts the list of valid SpeedType values, based on a user’s level of authority. Options are:

• Off: Disables SpeedTypes.

• Permission: Displays only SpeedTypes defined for the user's primary permission list.

• User: Displays only SpeedTypes defined for the User ID.

• Universal: Displays the SpeedTypes available for all User IDs and all permission lists in the setID.

Error

The system issues an error message and stops conversion processing. You must enter a different quantity before processing can resume.

No Warning

The system automatically replaces the entered quantity with the new value.

Warning

The system suggests a new quantity to replace the existing quantity. You can either accept or reject the suggested value. If you reject the suggested value, the system issues an error and stops processing the transaction.

Copy Source

• Copy from IBU template: Select to use the copy template as the source for the copy.

• Copy from source: Select to use the source business unit/item as the source for the copy.

Copy Template

Select an existing item ID in the destination (ship from) inventory business unit that should be used as the copy-from when creating a new item.

Allow Negative Inventory

Select to permit transactions to drive quantities negative. This feature is particularly useful for high-volume business units that experience time lags between quantity updates.

Display Warning Messages

If you enable negative inventory, you can also display warning messages when requested online transactions (such as picking feedback, adjustments, or transfers) result in negative balances at the storage location, lot, or business unit level.

Pack Partial Quantity

Select to permit partial quantities of an order line to be packed into a shipping container. If you do not select this option, you must pack the entire quantity for the order line into one shipping container.

Use Ship Notification Workflow

Select to notify other PeopleSoft Inventory business units of pending interunit transfers or alert internal customers or locations to pending shipments. If your sales order customers have set up workflow options, you can also use this workflow to notify them that their shipments are en route.

Use Routes

Select if the business unit uses transportation routes in its fulfillment operations.

Important! Route options on PeopleSoft Order Management and Inventory pages and reports are available only if you activate this option. Inactivating the option deletes all existing route data (routes, route groups, route stops, and route calendars) for the business unit.

Reason Code

Describes the nature and quality of shipped goods. This code is included on stock orders and shipping documents. You can only enter a reason code with a reason type of shipments. The value entered here becomes the default on the Create/Update Stock Request - Shipment Detail and Express Issue - Detail Override/Exceptions pages. Orders created for par location replenishment or through the PeopleSoft Supply Planning, and PeopleSoft Purchasing interfaces also use this reason code when creating demand lines.

Allow Shipment

Select to permit shipment of the order if you fail to cancel it in PeopleSoft Inventory.

Put On Hold

Select to prevent shipment of the order by putting it on hold in both PeopleSoft Inventory and Order Management (using the specified Hold Code). If you select the Check on Hold option on the Setup Fulfillment page, the system also prevents picking confirmation of the order.

Freight Rule Code

Determines how the system applies freight sets for sales orders when calculating freight charges internally.

Freight Terms Code

Determines whether the buyer or the seller pays the freight. If the buyer pays the freight, freight charges pass to PeopleSoft Billing when the order is depleted from PeopleSoft Inventory; if the seller pays the freight, charges do not pass to PeopleSoft Billing.

Freight Charge Method

Determines how freight charges are calculated when using internal freight rating. You have four options: Order Quantity, Order Value, Volume, or Weight.

Note. Order Value is only a valid option for PeopleSoft Order Management. You receive an error message if you try to select it here.

Warn if Item Weight is Zero

Generates a warning when a new item without a defined weight is added or when an item without a weight is put into a shipping container in the Packing Session component. The item’s weight is necessary to calculate the freight accurately when the Freight Terms Code is Weight.

Bill Type and Bill Source

Select values for interunit transfers that require intercompany processing. These fields are available for entry only if you defined an interunit transfer PeopleSoft Billing business unit on the Inventory Definition - Business Unit Definition page.

Warning! The Bill Type and Bill Source fields for intercompany transfers are setID-controlled and must match the values selected for the InterUnit Transfers PeopleSoft Billing business unit linked to the PeopleSoft Inventory business unit on the Inventory Definition - Business Unit Definition page.

Bill Type Identifier and Bill Source

Select values for sales orders. The values for these fields are defined on the Bill By Identifier and Bill Source pages in PeopleSoft Billing.

Billing interface operations do not typically require sales order bill sources. However, if you generate invoice numbers by bill source (defined on the Installation Options - Billing - General Options page), and no bill source is recorded for the PeopleSoft Inventory business unit, the Populate Billing process (OMBILL) cannot generate invoice numbers when adding new bills to PeopleSoft Billing.

Warning! The sales order Bill Type Identifier and Bill Source fields are setID-controlled and must match the values selected for the Sales Orders PeopleSoft Billing business unit linked to the PeopleSoft Inventory business unit on the Inventory Definition - Business Unit Definition page.

Freight Product ID and a Misc Charge Product ID(miscellaneous charge product ID)

Enter values if you want freight and miscellaneous charges for shipped sales orders to appear as bill lines on invoices.

Revenue Dist Code (revenue distribution code), Discount Dist Code (discount distribution code), and Surcharge Dist Code (surcharge distribution code)

If the distribution rule fails to find a distribution set match for a sales order, the system uses the values that you enter here. You can override default distribution codes on the Order Schedule - Distribution page.

Pass Disc/Sur to Billing (pass discounts and surcharges to PeopleSoft Billing)

Unless you select this option, the system passes only the net unit price (less discounts and plus surcharges) to PeopleSoft Billing. In addition, the invoice does not include detail postings or distribution detail and contains only one posting for revenue (net unit price multiplied by the quantity on the bill line).

Rebate Product ID and Penalty Product ID

Enter one of these values for rebates and penalties associated with buying agreements and independent sales rebates.

Restock Product ID

Enter the value to be used when charging restocking fees for returned material.

RMA Bill By ID

Enter the value to pass to PeopleSoft Billing during direct invoicing in order to create credit memos for returned materials. This field is used if the Order Management Definition - Accounting and Billing page contains INBU in the RMS ADJ Billing Source field.

Putaway Staging ID

Displays an ID that is assigned to a group of item records, which is staged and ready to be put away. It appears on the Putaway Plan reports (INS3500 and INC3500) and is used to retrieve specific staged material information on the Review Plan page, the Stockroom Feedback page, and the Correct Staged Errors page.

Putaway Plan ID

This ID is assigned to each Putaway Plan report generated by the Putaway Plan process (INS3500). In electronic data collection (EDC) environments, it appears in both human-readable and bar code formats at the top of the Putaway Plan. The EDC putaway transactions use this ID to identify stocking activity for a specific putaway plan. The EDC Inventory Putaway page, the Transaction Maintenance page, and all putaway transactions coming from third-party systems use this ID.

Counting Event ID

This ID is assigned to each counting event created using the Event Creation page or the EDC Physical Inventory process (INPIPHYS).

Pick Release ID

In order fulfillment, this ID is assigned to orders released to picking using the Order Release Selection option on the Order Release Request process page. It is used internally to run the Order Release process and does not appear on any reports or pages. PeopleSoft Inventory automatically adjusts the counter after running the Order Release process, but if for some reason it reaches its maximum value (9999999999), you must reset it manually. In this case, a message instructing you to reset the counter appears when you attempt to save the Order Release Request process page.

Pick Batch ID

Displays an ID that is assigned to a group of items being picked to fulfill an order by the Order Release process. It appears on the Picking Plan (SQR) report and is used to retrieve the correct picking group on the Material Picking Feedback page and in the Shipping/Issues component.

Shipping ID

This ID is assigned to each material shipping event and is used to retrieve information about specific orders in the Shipping/Issues component.

Inventory Tag ID

This ID is assigned to each record in a counting event when you run the Counting Sheet report. It appears on the Counting Sheet report and is included in the Counting Sheet file downloaded to electronic data collection devices. It is also used to retrieve counting event item records on the Item Counts page.

Replenish ID

This ID is assigned to each replenishment request created by the Create Replenishment Requests process (IN_REPLEN_AE). The Review Replenishment Requests inquiry page lists replenishment activities of a particular replenishment type by replenishment ID.

Acct Ln No (accounting line number)

This number is assigned to each accounting line created by the Accounting Line Creation process in PeopleSoft Cost Management.

Par Location Count ID

This ID is assigned to each par location count event.

Picking Extract File ID

This ID is assigned to each picking extract file created by the Order Release process.

Inventory Display Options

BUS_UNIT_DSP_IN

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory Display Options

To define and maintain default page display options for a business unit, use the Inventory BU Display Options (BUS_UNIT_DSP_IN) component.

Priority Rule Definition

INV_DMND_PRIORITY

Set Up Financials/Supply Chain, Business Unit Related, Inventory, Priority Rule Definition

Establish rules for ranking demand lines during order fulfillment.

Priority Rank

An integer value between 1 and 998. Demand lines with the lowest priority rank are processed first. If an demand line matches more than one rule, it is assigned the rank of the rule with the lowest priority rank value. If an demand line matches none of the rules, the system assigns it a priority rank of 999.

For easier rule maintenance, use increments of five or ten. For example, enter priority rank values of 5, 10, 15, or 10, 20, 30.

Source

The demand source of the lines:

• Interunit Transfers: Demand lines representing stock transfers between two PeopleSoft Inventory business units. An interunit transfer order line specifies a destination business unit.

• Other Stock Requests: Demand lines representing internal or external stock requests that are not shipped to other PeopleSoft Inventory business units.

• Sales Orders: Demand lines originating from PeopleSoft Order Management.

• Work Orders: Demand lines originating from PeopleSoft Maintenance Management.

Order Type

The type of order line that order lines matching this rule represent, or:

• Original: The demand line is the original line of the order. For material stock requests and sales orders, the line can be partially reserved or have no reservations. For work orders, this setting applies to demand lines that have never been processed by reservations.

• Backorder: The backorder line created by a previous attempt to reserve stock. This setting cannot be used for work orders.

• Reserve Attempted: (work orders only). The demand line has previously been processed by reservations but stock was not reserved or only partial stock was reserved. This value displays only if PeopleSoft Maintenance Management has been installed.

Customer Group

The customer group that orders with this rank must match. This column appears only if PeopleSoft Order Management is installed and the field is available for entry only if the order source for the rule is Sales Orders. You must first establish customer groups on the Customer Group Table page under the Define General Options menu.

Priority

The shipping priority code assigned to sales orders in PeopleSoft Order Management or to interunit transfers coming from PeopleSoft Supply Planning.

Note. PeopleSoft Inventory is delivered by PeopleSoft, such that this field is only relevant for sales orders or interunit transfers created from PeopleSoft Supply Planning. However, the field is always available for entry to support modifications and third-party integration.

Dest Unit (destination unit)

The destination unit for the order line. This field is available for entry only if the order source for the rule is Interunit Transfers.

Closure Calendar

BU_CALENDAR

Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, Closure Calendar

Specify closure dates for shipping, receiving, and materials management activities.

Copy

Click to copy another business unit’s closure calendar to this business unit.

Receiving

Activates closure validation processing for receiving activities. This option is available only for interunit transfers and RMA receipts. If PeopleSoft Purchasing is installed, this option includes purchasing receiving.

Shipments

Activates closure validation processing for shipping activities.

Materials Management

Activates closure validation processing for internal materials management activities.