Fulfilling Work Orders from Maintenance Management

This chapter provides an overview of fulfilling work orders from PeopleSoft Maintenance Management and discusses how to:

Plan work order needs using inventory replenishment.
Create a pick plan for work order items.
Issue items to a work order.

Understanding Work Order Item Fulfillment from PeopleSoft Inventory

PeopleSoft Maintenance Management manages the maintenance and repair of a capitalized asset. Maintenance and repair of an asset may require parts from PeopleSoft Inventory. Work Orders from PeopleSoft Maintenance Management can place demand for items into a PeopleSoft Inventory business unit. Inventory fulfills the work order item by reserving stock for soft-reserve items (optional) and then using the Fulfill Work Order menu to pick and ship the items. The fulfillment steps of a work order item are different from the fulfillment flow of other demand sources, such as a sales order or a material stock request. The process flow is:

Create a Work Order: A work order is created in PeopleSoft Maintenance Management with items to be fulfilled from inventory.

A work order is a document authorizing work to be performed and cost to be incurred. Typically, work orders are generated to dispatch labor and material resources to perform construction tasks and maintenance related activities and to track the associated costs. A work order consists of one or more work order tasks. A task defines an individual activity to be performed. A task includes the labor and material resources needed; including a list of items needed from PeopleSoft Inventory. A task can require various resource types. Inventory items always have the resource type of material. A work order task could also include materials to be purchased using PeopleSoft Purchasing.
Commit a work order line: If a work order task contains an inventory item, then the work order line is committed (or placed) into the demand fulfillment (IN_DEMAND) table based on the WO Task's commit rule.

Once the work order line is a demand line within PeopleSoft Inventory, the item quantity can be fulfilled.
Reserve a work order line: With soft-reservation processing, part of the inventory business unit's total available quantity for the item is reserved for a demand line and cannot be consumed by other demand lines staged for fulfillment processing.

If a work order task contains a soft-reserve item, then the item can be reserved in PeopleSoft Inventory. This is an optional step depending on the needs of your organization.
Generate a pick plan: Create a pick plan for the items needed for a work order.

This is an optional step depending on the needs of your organization. Use the Work Order Pick Plan process page in PeopleSoft Inventory to generate a pick plan. You can select work order demand lines that have been previously reserved or all work orders that need to be fulfilled. In addition, the pick plan can commit, reserve, or allocate demand lines.
Issue the needed stock from inventory: Use the Issue to Work Orders component in PeopleSoft Inventory to issue items to the work order.

This is the shipping step, however, in most cases the inventory item will be picked up by a technician or delivered directly to a job site. Items can be issued to a work order demand line with or without a previously generating pick plan.
Return any unused stock to inventory: Once the work is completed, the technician can return any unused material back to the Inventory business unit using the Issue to Work Orders component.

Note. When work order parts are committed to PeopleSoft Inventory, they are inserted as demand lines into the IN_DEMAND table with a demand source of WM and a fulfillment state (IN_FULFILL_STATE) of pending. Work order demand lines do not follow the same fulfillment process as demand lines from sales orders or material stock requests. Instead, work order demand lines stay in the pending state during reservations, allocations, and picking. When the work order task is set to a status of completed, then the work order demand line in PeopleSoft Inventory is set to the depleted state. The fulfillment states of unfulfilled, releasable, released, confirmed, and shipped are not used for work order demand lines.

Work Order Items

In order to put an item ID on a work order, the item must be in active, hold, or discontinued status on the Define Item component and, for inventory items, on the Define Business Unit Item component. When working with inventory items on a work order parts list, keep in mind the following:

Staged date items are not allowed on a work order parts list.
Configured items are not allowed on a work order parts list.
Product kits are not allowed on a work order parts list.
Soft-reserve items on a work order can be reserved in PeopleSoft Inventory.
ATP items on a work order cannot be promised in PeopleSoft Inventory; they are treated as non-soft reserve items.
Lot controlled items cannot be pre-allocated to a specific lot on a work order.
PeopleSoft Supply Planning does not recognize items on a work order parts list as a demand source.

Pegging Work Orders

A work order inventory schedule row can be pegged to a requisition, purchase order, or interunit transfer. Work orders that are not yet committed, are automatically committed when a peg is created. Pegging enables you to secure parts that may be in short supply or special order. Once the parts are received and putaway into the inventory business unit, the system can create a reservation or allocation of the stock to the work order that was pegged. You can then create a pick plan or issue the parts. When pegged quantity is putaway, a notification is sent to the Work Order Contact person.

If you plan to peg work order lines, it is important to remember that the open pegged quantity is not available on the Work Order Pick Plan or the Issue to Work Orders component. If there is available quantity in the inventory business unit and you have open pegged quantity on the work order line, then you cannot issue the available quantity to fulfill the pegged quantity. You must first clear the peg between the work order line and the supply source using the Pegging Workbench, then issue the available quantity. For example, if the work order line requires 10 units and you have pegged 6 units, then the Work Order Pick Plan or the Issue to Work Orders component display 4 units to issue.

Planning Work Order Needs Using Inventory Replenishment

The items needed to repair or maintain assets might be stored in your warehouse on a regular basis or only ordered when needed. PeopleSoft replenishment includes the Demand Quantity option to replenish stock based on the outstanding demand from all sources, including work orders. This replenishment method can be defined for the entire inventory business unit or just for specific items within the business unit. Other replenishment options include, static reorder point, EOQ, or minimum/maximum.

Within demand fulfillment, a work order demand line cannot be backordered and the adhoc requisition feature is not available for work orders.

Committing and Reserving Work Orders

The settings for committing and reserving are defined within the PeopleSoft Maintenance Management application.

Committing

In order to issue stock from an inventory business unit, the work order line must be committed to the demand fulfillment (IN_DEMAND) table. The inventory commit rule defined within PeopleSoft Maintenance Management determines when the work order line is committed Based on the commit rule, the line can be committed when:

The parts list is first created on a work order in Maintenance Management.
The status of the work order is changed in Maintenance Management.
The line is reserved to an inventory business unit.

The work order demand line must be committed before reserving stock; therefore, any action that reserves a non-committed line will also perform a commit.
The pick plan is created using the Work Order Pick Plan process page in PeopleSoft Inventory.

The commit rule is designed to default to the work order task from the Maintenance Management business unit, shop, or WO type. Within PeopleSoft Inventory, the following components will commit work order lines based on the commit rule:

The Pegging Workbench. When a line is pegged, it is automatically committed.
The Reserve Materials process.
The Work Order Pick Plan process.
The Issue to Work Orders component.

Once a work order line is committed to the demand fulfillment (IN_DEMAND) table in PeopleSoft Inventory, the demand line can be:

Viewed in the Product/Item Availability page.
Changed on the Shortage Workbench.
Used as demand for replenishment calculations by the Create Replenishment Requests process.
Processed through the work order demand fulfillment, including:
- Reserved (optional).
- Pegged to supply (optional)
- Placed on a pick plan (optional).
- Issued stock from inventory.

Note. A commit is not a reserve nor an allocation. The demand line is written to the inventory records, however, committing a work order item does not reduce the item's available quantity in the inventory business unit or material storage location. Work order demand lines containing both soft-reserve items and non-soft reserve items can be committed to the demand fulfillment table.

Reserving

If a work order task contains a soft-reserve item, then the item can be reserved in PeopleSoft Inventory. This is an optional step depending on the needs of your organization. Reserving stock enables you to guarantee part of the inventory business unit's total available quantity of this item to this work order and prevent other demand lines from taking the needed stock.

The work order reservation rule defined within PeopleSoft Maintenance Management determines when the work order demand line is reserved. Based on the work order reservation rule, the line can be reserved when:

The parts list is first created on a work order in Maintenance Management.
The status of the work order is changed in Maintenance Management.
The line is selected by the Reserve Materials process in PeopleSoft Inventory.
The pick plan is created using the Work Order Pick Plan process page in PeopleSoft Inventory.

The work order reservation rule is designed to default to the work order task from the Maintenance Management business unit, shop, or WO type. In addition, you can override the work order reservation rule for a specific work order by:

Using the Reserve button on the Work Order- Schedules: Inventory page in PeopleSoft Maintenance Management.
Using the Shortage Workbench to reserve. The workbench can also unreserve a work order demand line.

Note. A work order line cannot be reserved using the Fulfillment Workbench or the fulfillment engine application messages.

Note. The work order reservations rules are not the same as the reservation rules located in PeopleSoft Inventory's Fulfillment Rules menu. Work order reservation rules only determine when a work order line is reserved. Inventory's reservation rules have no impact on work order lines.

Using the Reserve Materials Process to Reserve Work Orders

The following rules apply when using the Reserve Materials process for work orders:

A shortage in a work order line cannot create a backorder or an adhoc requisition request.

The backorder settings on the Setup Fulfillment page and the Setup Item Fulfillment page are not used for a work order.
Partial quantities of a work order line can be reserved and issued (shipped).

The settings on the Setup Fulfillment page and the Setup Item Fulfillment page for Partial Qty's Can Ship are not used for a work order.
A work order line cannot be promised. ATP items are not reserved or promised when they are on a work order line.
If the selection criteria for the Reserve Materials process page includes the demand source of WM (work order demand), then the process searches for both committed and uncommitted work order lines matching the selection criteria.

If uncommitted work orders are reserved then they are also committed by the Reserve Materials process. Uncommitted work order lines are selected only if the work order's commit rule is commit at reserve and the reserve rule is batch reserve only.
The Auto Release Option field and the Release Run Control field on the Reserve Materials process page are not used for a work order line, since work orders do not use the Order Release Request process.
If the Reserve Online check box has been selected on the Setup Fulfillment-Reservation page, then the Reserve Materials process is not used.

You must use the Shortage Workbench to reserve, including work orders.
The Reserve Materials process, by default, does not select work order demand lines that are outside of the reservation lead days.

However, you can select to override the lead days or ignore lead days options to reserve parts outside lead days.
The Reserve Materials process will not select work order lines with a commit rule of Pick Plan Creation.

If the Reserve Materials process errors during processing, use the Release Inventory Locks page to release the records from processing.
The Unreserved Demand Lines Report (INS6400) can be generated after the Reserve Materials process is complete. This report displays any work order demand lines that were not reserved because they did not pass the work order reservation rules. To generate this report, select the Unreserved Demand Lines Report check box on the Reserve Materials process page.

See Understanding Work Orders.

Using the Shortage Workbench to Reserve Work Orders

Use the Shortage Workbench to reserve and unreserve stock to work order demand lines. Based on the search criteria entered, you can use the Shortage Workbench to view just the work order demand lines that have attempted reservations and have reserved no stock or only partially reserved stock. This enables you to focus on shortages and determine how to reserve stock. Using the Shortage Workbench template, you can require that a reason code be entered by any user who unreserves stock on a work order demand line. In addition, the Shortage Workbench can provide EWN notifications to planners or schedulers when a user unreserves stock from one work order.

The following rules apply when using the Shortage Workbench for work orders:

Work order demand lines must be committed to PeopleSoft Inventory before they are visible in the Shortage Workbench.
Lines with the fulfillment status of Depleted will not be displayed on the Shortage Workbench.
The Shortage Workbench can both reserve and unreserve work order demand lines.
The Shortage Workbench can de-allocate the work order line quantity that was pre-allocated when a pegged supply was received into the inventory business unit.
Work order demand lines that are currently on a pick plan are not displayed on the Shortage Workbench.
If the Reserve Online check box has been selected on the Setup Fulfillment-Reservation page, then the Reserve Materials process is not used.

You must use the Shortage Workbench to reserve all demand, including work orders.
Non-soft reserve work order demand lines are not displayed on the Shortage Workbench.

In addition to the Shortage Workbench, a demand line could be unreserved if the scheduled quantity on the work order is reduced or the work order is closed.

See Managing Stock Shortages.

Prioritizing Demand

When using the reservation processes, the sequence in which demand lines, from all sources, are processed determines which soft-reserved lines are to consume the business unit’s available quantity and which demand lines are not reserved due to stock shortages.

For the Reserve Materials process the demand lines that meet the selection criteria are sequenced for reservation processing by:

Inventory Priority Rank: An inventory priority rank is assigned to every demand line based on rules established on the Priority Rule Definition page.

The selected order lines are sequenced first by priority rank value, starting with the lowest rank value. For work order demand lines, you can use the Priority Rule Definition page to assign a higher priority (that is, a lower rank value) to demand lines that have previously been processed by reservations but did not reserve stock or only partially reserved stock. The rank is designed to default to the work order task from the Maintenance Management business unit, shop, or WO type.
Final Sort Order: Demand lines assigned the same inventory priority ranking are then sequenced using the Final Sort option specified for the business unit on the Setup Fulfillment-Reservation page.

In the Item View of the Shortage Workbench, the inventory priority rank is used to sort the displayed demand lines and you can use the apportion feature to distribute the available quantity across the demand lines based on the priority rank.

The online reserve from the Work Order component in PeopleSoft Maintenance Management does not use the priority rank since it is only working with one work order.

See Setting Up Demand Priority Rules.

Creating a Pick Plan for Work Order Items

One of the ways to issue items to a work order technician is to generate a pick plan, physically pick the items, and then issue the items to the work order. This section discusses generating the pick plan. The pick plan is an optional step in PeopleSoft Inventory, the use of it depends on your environment. The Work Order Pick Plan process (IN_ALM_PICK ) creates the pick batch ID and allocations, then generates the INS6010 pick plan report. The pick plan can generate the material storage locations to pick from using the directed picking rules, a specific material storage location, or the default shipping location. If the Work Order Pick Plan process errors during processing, use the Release Inventory Locks page to release the records from processing.

The work order pick plan can be generated from:

The Work Order Pick Plan process page within PeopleSoft Inventory.

Additional parameters for the pick plan can be set up using the Report Options link on this page.
The Picking Plan button on the Work Order- Schedules: Inventory page within PeopleSoft Maintenance Management.

The parameters for the pick plan can be set up using the Picking Plan Setup link on this page.

Note. The Order Release Request process, Fulfillment Workbench, and fulfillment engine application messages will not process work order lines.

Using the Work Order Pick Plan process page, you can:

Create a push pick plan that uses hard allocations to stock at specific material storage locations to fulfill the demand line.

If the item is defined as a soft-reserve item but has not yet been reserved, then the item quantity is also soft-reserved at the business unit and item level.
Create a pull pick plan that suggests material storage locations with stock to fulfill the demand line.
Reprint a previously generated pick plan.
Cancel the allocation and reserve to the demand line on a pick plan.

A work order pick plan inserts the pick batch ID and pick line on the work order demand line in the IN_DEMAND table. This enables the user to access these lines on the Issue to Work Orders component when using an Issue Option that includes a pick list. A work order demand line can only be on one pick plan at a time. If you are using work order pick plans, it is important to monitor any remaining unpicked quantities. For example, if you have 20 units for a work order line displayed on the pick plan and you issue only 15 units, then the system needs to be told what to do with the remaining 5 units. The unpicked quantity remains on the pick plan until you issue or clear the quantity on the Issue to Work Orders component.

Based on the selection criteria, the Work Order Pick Plan process page can pick up a pre-allocated demand line that was pegged to incoming supply and then allocated when the incoming supply was received and putaway in the inventory business unit. The work order pick plan uses the material storage location and quantity that was in the original pre-allocation.

If the work order's inventory commit rule is to commit when the pick list is created, then only work order items with a scheduled need date within the pick plan's date selection are committed. For example, let's assume a work order contains item ID 10001 with a scheduled need date of today and also item ID 10005 with a scheduled need date of next week. If the work order pick plan is run for a scheduled need date of today, then item ID 10001 is committed to inventory's IN_DEMAND table but not item ID 10005.

If the work order's reservation rule is to reserve when the pick list is created, then only work order lines within the reservation lead days are reserved by the Work Order Pick Plan process.

Pages Used to Create a Pick Plan for Work Order Items

Page Name	Object Name	Navigation	Usage
Work Order Pick Plan	RUN_IN_WO_PICK	Inventory, Fulfill Work Orders, Create Work Order Pick Plan	Enter parameters to generate a pick plan for items needed for a work order.
Report Options	IN_WO_PICK_OPT_SEC	Select the Report Options link on the Work Order Pick Plan page.	Define additional options for the report generated by the Work Order Pick Plan process.

Generating a Work Order Pick Plan

Access the Work Order Pick Plan process page.

Use this page to generate a picking plan or reprint a picking plan; in addition, you can commit, reserve, allocate, unreserve, and deallocate work order demand lines.

Unit

Enter the PeopleSoft Inventory business unit for this process.

Allocation/Picking Options

Action	Defines the action to be taken when running this process. The options are: Create Allocations: The process uses the specified picking rules to determine the most appropriate material storage location from which to pick each item, then creates an allocation to the requisite quantity in the storage location. This is known as a push or system-defined picking plan. The allocated quantity is recorded in the PHYSICAL_INV table; reducing the available quantity for the bin location. If the item is defined as a soft-reserve item that has not yet been reserved, then the item quantity is also soft-reserved at the business unit and item level, reducing the available quantity for the business unit. Make Suggestions: The process suggests material storage locations from which to pick each item but does not make an allocation. Because there is no allocation of quantity, the picker is not limited to a specific location. When picking is complete, the picker enters the actual storage location information using the Issue to Work Orders component. This is known as a pull or user-defined picking plan. Regenerate Output: The process reprints one or more pick plans that have already been created. Enter the pick batch ID or a range of pick plan IDs in this group box in the Pick Batch ID and To fields. You can also enter the Release Instance number of the original process instead. Cancel Allocations: The process cancels the allocation of stock to the selected work order demand lines. Canceling the allocation cancels the pick plan and the system removes the pick batch ID from the demand line. Enter the pick batch ID or a range of pick plan IDs in this group box in the Pick Batch ID and To fields. You can also enter the Release Instance number of the original process (pick plan) instead.
Log Unpicked Lines	When generating a pick plan, you can select this check box to assign the pick batch ID to the work order lines (parts) that do not have enough available quantity in the inventory business unit. Inserting the pick batch ID on the IN_DEMAND line enables the user to access these lines on the Issue to Work Orders component when using an Issue Option that includes a pick list. If you selected the Log Unpicked Lines check box when you originally generated the pick list and then you reprinted the pick list using the Action of Regenerate Output:, the unfulfilled demand lines are reported.
Keep Reservations	If you have selected the Cancel Allocation value in the Action field, the system default is to remove the demand line's reservation as well as the allocation. Select this check box if you want to keep the soft-reserve while removing the hard-allocation on the demand lines.
Report Options	Click to access the Report Options page where you can define the print options for your pick plan.

Location Selection

When creating a pick plan, these options determine how the process suggests material storage locations for picking.

Picking Rules	Select to use the picking rules defined by the picking algorithm entered in the Location Option field of the Setup Fulfillment-Order Release page or defined for the individual item on the Setup Item Fulfillment page.
Default Shipping Location	Select to use the Default Ship Location defined on the Setup Fulfillment-Shipping page or defined for the individual item on the Setup Item Fulfillment-Shipping Options page.
Specific Location	Select to define the material storage location in the fields to the right.
Single Location Only	Select to have the picking plan suggest only one material storage location for picking each demand line. You must select the Default Shipping Location or the Specific Location option to use this check box.

Picking Date Selection

To narrow the selection even further, you can release work order parts based on their Schedule Needed Date. This date is located on the Material tab of the Work Order-Schedules: Inventory page. For example, you might want to pick orders whose parts have a schedule needed date of today or through next week. These picking date selections can default from the Order Release Date/Time Select group box of the Setup Fulfillment-Order Release page.

Date Range

The process includes demand lines needed within the specified From and Thru parameters. For example, you could select work orders for picking that have schedule needed dates between Monday and Wednesday.

Lead Days

The process includes demand lines needed on or before today's date, plus the specified picking lead time entered in the Lead Days field. For example, you could select to picking orders needed tomorrow by entering 1 in the Lead Days field.

Note. If the business unit requires closure calendar validation for shipping activities as defined on the Closure Calendar page, and the schedule needed date falls on a defined closure date, the system adds one day for every closed day to the picking lead time to compare against the schedule needed date. Times are not included in these calculations.

Today

The process includes demand lines with a schedule needed date of today.

Order Selection

This group box can limit picking to a subset of the work orders meeting the selection criteria. Use the Select Orders button to retrieve all orders that match the search criteria entered above on this process page, then you can select individual orders to be released. This option is particularly useful when time is short or when you want to reduce the picking workload to small batches that are easily handled by a single picker.

Note. Although you select orders based on work order numbers rather than on specific order schedule lines, only schedules meeting the selection criteria are actually added to pick plan.

When you save this process page after selecting individual orders in the Work Orders group box, PeopleSoft Inventory automatically assigns a unique pick release ID to the active run control and to each selected demand line. The run control will process only the demand lines associated with this pick release ID. If you do not select individual work orders in this group box, the run control processes all demand lines that meet the selection criteria.

The pick release ID gives you the flexibility to exit and reenter the process page without having to select the orders again. When you click the Select Orders button, the system retrieves any previously selected work orders in addition to those matching the current search criteria. The system assigns any new orders to the same pick release ID that you assigned to the original selections. After you run this run control the system resets the pick release ID to 0. The system also resets the ID for any demand lines that you cancel before running the process.

Pick Only Reserved	Select this check box to limit the selection to demand lines that have been previously reserved. The system will not try to reserve additional quantity for partially reserved demand lines. The system will still select non-soft reserve items and items whose work order reservation reserve rule is Pick Plan Creation.
WO Unit, Shop, Work Order, and Task	Enter work order selection criteria to narrow the items displayed when the Select Orders button is used.
Select Orders	Click this button to open the Work Orders group box where you can select to release a subset of the work orders meeting the selection criteria.
Sel	Select the check box for each work order that you want to include.
Src BU	Identifies the PeopleSoft Maintenance Management business unit of the work order.

Selecting Report Options for the Pick Plan

Access the Report Options page.

The pick plan report always displays the unfulfilled quantity. If the entire quantity cannot be fulfilled, then the work order demand line appears in the unfulfilled section of the report. If the work order demand line can be partially fulfilled, then the unfulfilled quantity is displayed as another row on the pick plan report directly below the quantity that can be fulfilled.

Reporting Options

Picking Plan Only, Location Summary Only, and Picking Plan and Loc Summary (picking plan and location summary)	Select the version of the picking plan you’re printing. Location summary options are only available when you use the Action of Create Allocations on the Work Order Pick Plan page. You can print a Location Summary report either in addition to or instead of a full Picking Plan report. The Location Summary report sorts the picking plan according to the highest-level sort options and prints the order lines and the item quantity to pick from each material storage location. The layout of the printed report reflects the actual positions of stock to be picked, enabling your personnel to fulfill all orders on the picking plan without revisiting locations.
Picking Plan Sort Order	Specify how to sort your picking plan. You can sort by the PeopleSoft Maintenance Management fields of work order ID, work order task, part number, or shop ID.
New Page	Select this check box to insert a page break at the sort level.
New Batch ID	Select this check box to create a new pick plan ID at the sort level.
Location Summary Sort	Specify how to sort your location summary picking plan. For each level, indicate whether a page break should occur at the sort level by selecting the New Page check box. Options are: ASRS ID: (automated storage and retrieval system ID): Sorts storage locations numerically by the ASRS ID defined on the Material Storage Locations page. Zone/ASRS: Sorts material storage locations by picking zone and then sorts each picking zone by ASRS ID.
Print Delivery Instructions	Select to print delivery instructions on the pick plan. Delivery instructions are defined on the Work Order-Schedules: Inventory page.
Max Pull Locations	Indicate the maximum number of material storage locations to include on a pull picking plan or the maximum number of substitute item material storage locations to print on the picking plan. The default value is 6.

Output Destination

Output Type	Identify the type of output for your picking plan. Options are Email, File, Printer, Web, Default, Any, or Window.
Format	Identify the type of format for your picking plan. Options vary depending on the Output Type chosen.
Destination	Enter the directory into which you want to save the picking plan.

Issuing Items to a Work Order

Use the Issue to Work Orders component to issue items from an Inventory business unit to a PeopleSoft Maintenance Management work order. You can issue stock with or without a previously generated pick plan. This component is also used to return stock to an Inventory business unit.

Using the Issue to Work Orders component you can issue demand lines with:

Non-soft reserve parts.
Soft-reserved but not on a pick plan.
Soft-reserved and on a pick plan (allocated or not).
Pre-allocated quantity from a pegged receipt.
Not yet committed parts.
Parts that are not already on the work order parts list

Handling Unpicked Quantities on a Pick Plan

A work order pick plan inserts the pick batch ID and pick line on the work order demand line in the IN_DEMAND table. This enables the user to access these lines on the Issue to Work Orders component when using an Issue Option that includes a pick list. If you are using work order pick plans, it is important to resolve any remaining unpicked or partially picked quantities using the Issue to Work Orders component. For example, if you have 20 units for a work order line displayed on the pick plan and you issue only 15 units, then the system needs to be told what to do with the remaining 5 units. The unpicked quantity remains on the pick plan until you:

Issue or clear the quantity on the Issue to Work Orders component. If you clear the quantity using the Issue to Work Orders component, the reservation is not removed. If the work order's reserve rule is pick plan, then the reservation is also removed.
Use the Cancel Allocation action on the Work Order Pick Plan process to remove the allocation, reservation, and remove the demand line from the pick batch ID.

Using the Issue to Work Orders component, you can clear any unpicked quantity to relieve the allocation to the material storage location (if any) and remove the pick batch information from the IN_DEMAND line. To clear unpicked quantity:

In the WO Issue Search page, enter the pick batch ID with the Issue Option of With Pick List.

Clear the Default Pick Quantity check box. Select the Set Process to Yes and Set Complete to Yes check boxes. Then press Search.
On the WO Issue Location page, all unpicked lines appear with a pick quantity of zero.

When you save the page, the system records that you have picked zero quantity for this line, relieves allocation but keeps the reservation, and removes the pick batch ID from the IN_DEMAND line. If the work order's reserve rule is pick plan, then the reservation is also removed.

Returning Items to Inventory from a Work Order Demand Line

Once repairs or maintenance is completed on an asset, extra parts might need to be returned to the Inventory business unit. Use the Issue to Work Orders component to return stock.

Access the WO Issue Search page and select the Return Parts check box.

Enter the Work Order ID information and (optionally) the Item ID. Use the Search button to access the WO Issue Location page.
Use the WO Issue Location page to view the quantity originally issued, enter the Return Qty and the materials storage location where the item was returned to. The following rules apply:
- You cannot return more than the original quantity issued.
- If the material storage location is designated as a single item location, then the item must match.
- It the item is defined as an isolate item on the Define Business Unit Item component, then the material storage location can only contain that item ID.
Save the component.

The Quantity Issued field is adjusted to display the original issue quantity less the returned quantity.

Note. The system issues a warning if the material storage location has capacity checking turned on and the returned quantity exceeds capacity.

Pages Used to Issue Items to a Work Order

Page Name	Object Name	Navigation	Usage
WO Issue Search	IN_WO_ISS_SEARCH	Inventory, Fulfill Work Orders, Issue to Work Orders, WO Issue Search	Search for a picking plan or work order to issue parts from the PeopleSoft Inventory business unit or return parts to the business unit.
WO Issue Location	IN_WO_ISS_LOC	Click the Search button on the WO Issue Search page. Inventory, Fulfill Work Orders, Issue to Work Orders, WO Issue Location	Enter or confirm information to issue stock to a work order; including, the quantity issued, location picked from, and technician. In addition, you can use this page to return parts to the inventory business unit.
Item Search Criteria	ITEM_SEARCH_SP	Insert a new row in the WO Issue Location page and use the Item Search/Availability button.	Enter advanced search criteria to find an item ID for a new row on the WO Issue Location page.
WO Issue Summary	IN_WO_ISS_SUMMARY	Inventory, Fulfill Work Orders, Issue to Work Orders, WO Issue Summary	View all the lines in a work order or pick batch ID.

Selecting Picking Plans or Work Orders to Issue

Access the WO Issue Search page.

Use this page to search for work order lines that need to be issued. You can select the lines by pick plan, work order, or both.

Unit	Enter the PeopleSoft Inventory business unit issuing the parts.
WO Unit	Enter the PeopleSoft Maintenance Management business unit.
Return Parts	Select to return parts to the PeopleSoft Inventory business unit when the items were not used in the repair or maintenance of the asset. You must select the order line by work order ID.
Pick Batch ID	Select to retrieve a pick plan generated by the Work Order Pick Plan process.
Work Order ID	Enter the work order to be retrieved.
All Tasks	Select to include all the tasks of a work order in the search criteria. This is the default option used if you have entered a Work Order ID.
Range of Tasks	Select to limit the selection to one or more tasks of a single work order. This option is available if you have entered a Work Order ID. Enter the range in the Task and To fields. The To field cannot be less than the Task field.
Issue Option	Select a work order with or without a pick plan. The options are: With Pick List: Select to limit search results to work orders in the IN_DEMAND table with an existing pick batch ID. If a Pick Batch ID was entered above, then the Issue Option is set to With Pick List. With and Without Pick List: Select to include all work orders in the IN_DEMAND table that match the search criteria with or without a pick batch ID. Without Pick List: Select to limit search results to work orders in the IN_DEMAND table with no pick batch ID defined.
Item ID	Enter an item ID to limit the search results to only work order tasks with this item.
Include Fully Issued Parts	Select this check box to include in the search results any work order items where demand has already been fulfilled. This option is useful if you need to over issue stock. If this check box is not selected, then the search results only include work orders in the IN_DEMAND table where there is still a requirement for parts.
Include Uncommitted Parts	Select this check box to include in the search results any work order lines that meet the search criteria but have not yet been committed to the demand fulfillment table (IN_DEMAND) in PeopleSoft Inventory. Use this option when you have not reserved stock or generated a pick plan but simply want to issue the parts to the work order task. If this check box is not selected, then the search results only include work orders in the IN_DEMAND table.
Default Pick Quantity	Select to default the pick quantity in the Issue Qty field for all parts on the WO Issue Location page. This check box displays if you select the Issue Option of With Pick List or With or Without Pick List.
Set Process to Yes	Select to default the Process check box to on for all parts on the WO Issue Location page. This check box displays if you select the Issue Option of With Pick List or With or Without Pick List.
Set Complete to Yes	Select to default the Complete check box to on for all parts on the WO Issue Location page. This check box displays if you select the Issue Option of With Pick List or With or Without Pick List.

Entering Issue Data

Access the WO Issue Location page.

Issue to Technician and Apply All

Enter a technician and click the Apply All button to insert the technician name to all the rows displayed in the Parts List group box. The Technician is stored in the TRANSACTION_INV table. If a technician is entered but the Apply All button is not used, then the change is not made.

Sort By

Sort the rows in the Parts List group box by item ID, pick batch ID, work order task, work order ID and line, or work order ID.

Parts List

Displays the search results from the criteria entered on the WO Issue Search page and enables you to enter the issue quantity and material storage location picked for each part. For parts that are on a pick plan, the Pick Batch ID, Pick Line, and Pick Line Complete flag fields are also displayed. The only other fields that are accessible on the Parts List group box for an existing IN_DEMAND row are the Issue To technician, Distribution Type, and the ChartField Overrides link. Insert a new row in this group box to add a new part to the work order task. When adding a new part, you can enter the Task No, Item ID, and the unit of measure for the quantity needed. You cannot insert rows into the Parts List group box if you are returning unused parts to the inventory business unit.

You can issue a part that is not already on the work order parts list by inserting a new row on this page. The system will add the part to the work order parts list, with a scheduled quantity of 0.

Issue To	Select a technician that is receiving the part.
Summary	Select this link to go to the WO Issue Summary page.
Distribution Type	Enter or change the distribution type for cost accounting in PeopleSoft Inventory. The distribution type defaults from the work order.
Item ID	Displays the item ID for the part needed.
	Use the Item Search/Availability button to access the Item Balance by Location inquiry page for an existing line. When entering a new row on this page, the system provides you with additional item lookup capacities. You can use this button to access the Item Search Criteria page (ITEM_SEARCH_SP) or the Equipment Parts List Selection page (WM_EPL_SELECT_SEC) in PeopleSoft Maintenance Management. The Equipment Parts List Selection page enables you to pick one or more parts from the asset's Equipment Parts List (EPL) to add to this page. This page is only available if the asset to be repaired has one or more EPLs attached. See Defining Resource Requirements for a Work Order Task.
ChartField Overrides	Select to access the ChartField Overrides page to alter ChartFields applied to this part issue. The ChartFields default from the work order. The PeopleSoft Project fields of Project and Activity cannot be changed.
Quantity Needed	Displays the quantity available to be issued at this time. This quantity is calculated as follows: The Scheduled Quantity field for this item located on the Materials tab of the Work Order-Schedules: Inventory page. This is the original quantity requested on the work order demand line. Less any open pegged quantity. Less any previously issued quantity.
Qty to Issue	Displays the total quantity to issue. Sums the Issue Qty from the rows in the Quantity/Location Information group box.
Qty to Return	Enter the quantity to be returned to the inventory business unit. You cannot return more than was originally issued. This amount cannot be negative. This field only applies if you are returning parts to inventory.
Pick Batch ID and Pick Line	Displays the pick batch information if this line has been assigned to a pick plan. A pick batch ID and pick line number are inserted into the work order demand line on the IN_DEMAND table when you create pick plan using the Work Order Pick Plan process. A work order demand line can only be on one pick plan at a time.
Pick Line Complete	For work order demand lines on a pick plan, select this check box if you are finished picking this line. Selecting this check box will: Select the Process check box for all rows in the Quantity/Location Information group box. Select the Complete check box for all rows in the Quantity/Location Information group box. Issue to the work order the quantity entered in the Issue Qty field. Allocations are relieved for any unfulfilled quantity on this line; however, any reservations are kept. The unfulfilled quantity is calculated as the Quantity Needed field less the Issue Qty field.

Quantity/Location Information

Use this scroll area to view or select the materials storage location picked and the quantity issues for the part. If the part was on allocated (push) pick plan, then the materials storage locations with the hard allocation are displayed. You can add rows here to change the pick location of the part.

Storage Location Search	Click this button to search and select a material storage location for the picked item. This button is available if you have a pull pick plan, no pick plan, or are inserting a new row.
Container ID	Enter a container ID instead of a material storage location if you are picking from a container. The proper material storage location for the container is displayed. If you are returning parts to inventory, use this field to enter the container to place the returned stock.
Lot ID	Displays if the item ID is lot-controlled. Enter a lot ID for stock issued or returned. If you are returning stock to the inventory business unit, the Look up Lot ID button displays only lot IDs that were previously issued to the work order.
Serial ID	Displays if the item ID is serial-controlled. Enter the serial ID or use the Serial ID link to access the Serial ID Entry page where you can enter multiple serial IDs at one time. If you are returning parts to inventory, use this field to enter the serial ID for the returned stock. If you use the Look up Serial ID button on this page or the Serial ID Entry page and you have entered a material storage location first, then the prompt table only displays the serial IDs that exist in the specified location. If you do not enter a material storage location then all Serial IDs for the item in the business unit are displayed.
UOM	Displays unit of measure. You can only select a valid stocking UOM.
Issue Qty	Enter the item quantity to issue to the work order task at this time. This amount cannot be negative; however, you can issue more or less than the original quantity needed.
Return Qty	If returning parts to inventory, enter quantity to be returned.
Process	For work order demand lines on a pick plan, select this check box to process the row and issue the quantity to the work order. If this check box is not selected, then the system clears the Issue Qty to indicate that you are not issuing material and any allocations to the line remain. This check box is only available for parts that are on a pick plan.
Complete	For work order demand lines on a pick plan, select to indicate that the user has finished picking quantity from this material storage location and any remaining hard-allocated quantity can be de-allocated. If the work order's reserve rule is pick plan, then the reservation is also removed from the demand line, in addition to the allocation. The corresponding row in DEMAND_PHYS_INV is deleted when this page is saved. If this check box is not selected, then the pick line remains open. This check box is only available for parts that are on a pick plan. For example, assume you have a pick plan that has hard-allocated 10 units of Item ID 10001 to a specific material storage location. The work order's reserve rule is not pick plan. The work order technician indicates that she only needs 8 units. Using this page, you change the issue quantity to 8 units, select the Complete check box and save the page. The system: Issues 8 units (QTY_SHIPPED and QTY_PICKED fields of the IN_DEMAND table). On the BU_ITEMS_INV table: If the item is defined as a soft reserve item, then the system decreases QTY_RESERVED by 8 units. The system keeps the reservation of 2. If the item is not defined as a soft reserve item, then no adjustment is needed. The system decreases QTY_ONHAND by 8 units. On the PHYSICAL_INV table, the hard allocation of 10 units is removed from the QTY_RESERVED field and the QTY (quantity) field is decreased by 8 units. Deletes the row from the DEMAND_PHYS_INV table. However, if you have the same example except the work order technician picks up 8 units and indicates she will come back for the remaining 2 units later. Using this page, you change the issue quantity to 8 units and do not select the Complete check box, then the system: Issues 8 units (QTY_SHIPPED and QTY_PICKED fields of the IN_DEMAND table). On the BU_ITEMS_INV table: If the item is defined as a soft reserve item, then no adjustment is made to the QTY_AVAILABLE field. If the item is not defined as a soft reserve item, then the system decreases QTY_AVAILABLE by the 8 units issued. If the item is defined as a soft reserve item, then the system decreases QTY_RESERVED by 8 units. If the item is not defined as a soft reserve item, then no adjustment is needed. The system decreases QTY_ONHAND by 8 units. On the PHYSICAL_INV table, the hard allocation of 8 units is removed from the QTY_RESERVED field and the QTY (quantity) field is decreased by 8 units. Does not delete the row from the DEMAND_PHYS_INV table. When the work order technician picks up the additional 2 units, the issue quantity will be 2 units and the Complete check box should be selected.

The valid combinations of the check boxes of Pick Line Complete, Process, and Complete are:

Pick Line Complete	Process	Complete	Action
Selected	Selected	Selected	Quantity in Issue Qty field is issued to the work order. Allocations for unpicked quantity are relieved. Pick ID and pick line are removed from the work order line in the IN_DEMAND table.
Cleared	Selected	Selected	Use this option if there are multiple locations that the pick plan suggested (that is multiple rows in the Quantity/Location Information group box) and you are processing only part of those locations. Quantity in Issue Qty field is issued to the work order. Allocations for unpicked quantity are relieved. Pick ID and pick line for the work order line stay in the IN_DEMAND table.
Cleared	Selected	Cleared	Use this combination to hold the allocation and issue stock multiple times for this work order demand line. Quantity in Issue Qty field is issued to the work order. Allocations for unpicked quantity are kept. Pick ID and pick line for the work order line stay in the IN_DEMAND table.
Cleared	Cleared	Cleared	No updates occur.

Viewing the WO Issue Summary

Access the WO Issue Summary page.

This page displays a summary of the parts issued to a work order using this component.

Qty Requested	Displays the scheduled quantity entered on the work order.
Qty Reserved	Displays the quantity that is currently soft-reserved to the item ID within inventory business unit.
Qty Allocated	Displays the quantity that is currently hard allocated to a specific material storage location within the inventory business unit.
Qty Issued	Displays the total quantity issued for this part to the work order.
Qty Pegged	Displays the quantity that has been pegged to incoming supply. If no quantities are pegged, then this column is hidden.

Issue to Technician and Apply All	Enter a technician and click the Apply All button to insert the technician name to all the rows displayed in the Parts List group box. The Technician is stored in the TRANSACTION_INV table. If a technician is entered but the Apply All button is not used, then the change is not made.
Sort By	Sort the rows in the Parts List group box by item ID, pick batch ID, work order task, work order ID and line, or work order ID.