Making Stock Quantity Adjustments and Transfers Within the Business Unit

This chapter provides an overview of stock quantity adjustments and transfers within a business unit and discusses how to:

Make adjustments online.
Make adjustments using the inventory adjustments EIP.
Make stock location transfers online.
Transfer materials using the inventory transfers EIP.

Understanding Stock Quantity Adjustments and Transfers in a Business Unit

PeopleSoft Inventory tracks and summarizes item quantities at the storage-location level for the business unit, providing an instantaneous view of material position when you need it. PeopleSoft Inventory also keeps inventory balances accurate by completing ad hoc adjustments and transferring material within business units.

Common Elements Used in This Chapter

Location Quantity Available	The quantity available for transfer in the original material storage location. If negative inventory balances are permitted in the business unit, you can transfer quantity that is available, driving the system balance for the original location negative.
Transaction Date	The adjustment date. The default is the current date.

Making Adjustments Online

PeopleSoft Inventory enables you to make various stock adjustments. For example, you can account for quantities found, misplaced, and damaged that must be scrapped. With the Adjustments component, you can perform ad hoc quantity adjustments for any given material storage location.

The following rules apply to adjusting inventory stock. You can:

Change adjustments by entering another adjustment for the item in this material storage location.
Add missing quantities to a location not previously used for the item.
Adjust suspended material storage locations.

If you enter an increase for a suspended material storage location, the system warns you of the suspension. You can accept the warning and save the adjustment.
- If you enter an adjustment for an item in a material storage location with an inventory status of Restricted or Rejected, the system sends you a warning.
- You cannot save adjustments for an item in a material storage location with a status of Hold unless the material storage location is designated as an inspection location.
- You cannot make adjustments for a material storage location that has been closed.

Pages Used to Make Adjustments Online

Page Name	Object Name	Navigation	Usage
Adjustments	ADJUSTMENT2_INV	Inventory, Manage Inventory, Adjustments	Make ad hoc quantity adjustments not made during cycle counts or wall-to-wall counts. Increase or decrease the on-hand quantity of items previously put away. Add item quantities to a location not previously used for the item.
Selection Criteria	ADJUSTMENT1_INV	Click the Search/Add link on the Adjustments page.	Define the item, container, lot, serial ID, or storage area to adjust, and indicate whether zero quantity locations are included.
Adjustments - RTV Selection	ADJUST_RTV_INV	Click the RTV Detail link on the Adjustments page.	Identify which RTV ID item combination to remove from the business unit’s stock balances.
Adjustments Inquiry	ADJUST_INQ_INV	Inventory, Manage Inventory, Adjustment History	View the full history of adjustments for items at material storage locations. Show resulting adjusted quantities for material storage locations and the adjustments for the entire business unit.

Making On-Hand Quantity Adjustments

Access the Adjustments page.

Using the Adjustments page, you can adjust quantities that currently exist in inventory locations or add quantities to locations not previously used for the item.

To adjust quantities in an existing location, click the Search/Add link to access the Selection Criteria page.

Enter item information and click OK to return the existing stock quantities and locations to the Adjustments page where you can alter the quantities.
To add missing quantities to a location not previously used for the item (that is, when the system has no rows of existing stock), click the Search/Add link to access the Selection Criteria page.

Enter the item ID and click OK. The system informs you that no rows exist and gives you the option to add rows, search zero quantity locations, or cancel. If you add rows, the system returns you to the Adjustments page and makes the Item Information group box available for you to enter item quantities in a location not previously used for this item.

Note. The fields in the Item Information group box are available only if you are adding new items quantities in a location not previously used for the item.

Adjustment Type	Select an adjustment type: Decrease Inventory, Increase Inventory, Misc Issue, Misc Return, Scrap for RTV,(scrap return-to-vendor), or Scrap Inventory. If you select Scrap for RTV, the quantity entered for the adjustment must be less than or equal to the return quantity entered on the Add/Update RTV - RTV page.
Reason	Defines the need for the adjustment. The codes are established on the Reason Codes page.
RTV Detail	Click to access the Adjustments - RTV Selection page, where you can select an RTV line for the item being adjusted.
Dist Type (distribution type)	The default value is based on the adjustment type that you entered for the business unit.
Document	Defines documents associated with this adjustment.
ChartField Overrides	Click to access the ChartField Overrides page, where you can override accounting information for the adjustment type. This option is not available for the Scrap RTV adjustment type.
Adjust Quantity	Enter the amount by which you want to adjust the quantity of this inventory item. You can enter adjustments in any valid stocking unit of measure (UOM); PeopleSoft Inventory converts them to the material storage location's stocking UOM. You can adjust a material storage location to 0. If negative inventory balances are permitted in the business unit, you can also enter an adjustment that drives the quantity negative.
Comments	Enter a comment using up to 254 characters for the adjustments transaction. These comments are written to the TRANSACTION_INV table.

Searching for Quantities to Adjust

Access the Selection Criteria page.

If no existing rows are found, the system gives you the option to add new stock quantity to locations not previously used for the item.

Include Zero Qty Locations

Select to view zero-balance locations for any PeopleSoft Inventory business unit. If the business unit permits negative balances, the search identifies locations with both positive and negative balances. Only locations with previous quantities of the item being adjusted are returned. This option is available even if negative balances are not enabled.

Scrapping Return-to-Vendor Stock

If the installation includes PeopleSoft Purchasing, use the Add/Update RTV - RTV page to dispose of stock that is obsolete. After creating an RTV ID in PeopleSoft Purchasing, use PeopleSoft Inventory to remove stock that has been put away and update the inventory quantity balances. Stock rejected upon receipt is not added to stock quantity balances and is handled exclusively in PeopleSoft Purchasing.

You remove an item from inventory stock (scrap it) using the Adjustments page. The stock must have a disposition type of Destroy on the RTV Form to be eligible for disposal; dispositions of Ship can be returned to the vendor using the Express Issue page.

To dispose of inventory stock:

Create a Destroy RTV in PeopleSoft Purchasing.

Create an RTV for the inventory item with a disposition type of Destroy, using the Add/Update RTV - RTV page.
Specify the appropriate distribution line information for the RTV in PeopleSoft Purchasing.

Select the appropriate information for the distribution line against which you are returning a product, using the Select Receipt Assets page. This enables the RTV process to credit the appropriate distributions accurately.
Assign an adjustment type of Scrap for RTV to the RTV line using the Adjustments page in PeopleSoft Inventory.

Click the RTV Detail link to access the Adjustments - RTV Selection page, where you can select the RTV line created in PeopleSoft Purchasing. The default values for RTV ID, Line, Dist Nbr (distribution number), Return Qty (return quantity), and Std UOM (standard unit of measure) are derived from the entries on the Add/Update RTV - RTV page in PeopleSoft Purchasing. Click OK to populate the Adjustments page with the selection. If necessary, enter a reason code and adjust the quantity and UOM. After making the required changes, save the Adjustments page.

Note. The quantity that you enter must be less than or equal to the returned quantity. In addition, ChartField overrides are not allowed for Scrap for RTV adjustments.
Save the changes.

The system updates the RTV Line (RTV_LN) and RTV Line Distribution (RTV_LN_DISTRIB) tables in PeopleSoft Purchasing with the shipment quantities and ship date. It also updates the line status in the RTV Line (RTV_LN) table with a shipped status if the adjusted quantity is greater than or equal to the return quantity.

Making Adjustments Using the Inventory Adjustments EIP

Third-party systems can stage stock quantity adjustments to PeopleSoft Inventory using the Inventory Adjustment EIP, an asynchronous service operation. Once the quantity adjustment data has been staged, the Inventory Adjustment process loads it into the system tables.

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM.

To set up this EIP within PeopleSoft Integration Broker and Enterprise Components, use the information in the table below and refer to the setup instruction in the PeopleSoft Supply Chain Management Integrations 9.0 PeopleBook, “Implementing Integrations” chapter, Setting Up Service Operations section.

Service Operation	Direction and Type	Handlers	Chunking Available?	Integrates With
INVENTORY_ADJUSTMENT	Inbound Asynchronous	InventoryAdjustment	No	Third-party systems, such as electronic data collection systems, warehouse management systems, or PeopleSoft CRM

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

INVENTORY_ADJUSTMENT

Inbound

Asynchronous

InventoryAdjustment

Third-party systems, such as electronic data collection systems, warehouse management systems, or PeopleSoft CRM

The Inventory Adjustment EIP (0410) can be used to integrate to electronic data collection systems, warehouse management systems, PeopleSoft CRM, or as EDI transaction that fulfills X.12 947. This EIP reports adjustments in stock quantity balances to PeopleSoft.

You use the Inventory Adjustment page to enter transaction details. When you save the transaction, PeopleSoft Inventory inserts the information into the transaction log. You then run the Inventory Adjustment process (INPVIADJ), which retrieves information from the transaction log, processes the transaction, and updates the appropriate system tables. If errors occur during the Inventory Adjustment process, use the Inventory Adjustment page to correct the errors and resubmit the transactional data.

The logic for the Inventory Adjustment transactional data is similar to that for the online Adjustments page, with the following exceptions:

ChartField overrides are not permitted.
Conditions that result in a warning when you use the Inventory Adjustments page, such as quantity increases in a suspended location, quantity decreases that result in negative quantity adjustments for restricted or rejected items, or for lots in non-inspection locations, are ignored in the Inventory Adjustments process.

Warning messages displayed on panels are not shown on data collection transactions. If you allow negative quantity adjustments and the Display Warning Messages option is activated, no warning is generated.

Note. Third-party systems can stage stock quantity adjustments to PeopleSoft Inventory using the Inventory Adjustment EIP. Once these adjustments have been staged, the Inventory Adjustment process loads the adjustment data into the system tables.

See Also

Setting Up Service Operations

Enterprise PeopleTools 8.48 PeopleBook: Integration Broker

Pages Used to Process the Inventory Adjustments EIP

Page Name	Object Name	Navigation	Usage
Inventory Adjustment	BCT_INV_ADJUSTMENT	SCM Integrations, Create Transactions, Inventory, Quantity Adjustment, Inventory Adjustment	Make stock quantity adjustments using an electronic data collection system.
Inventory Adjustments	BCT_INV_REQIADJ	SCM Integrations, Process Transactions, Inventory, Quantity Adjustment, Inventory Adjustments	Establish run control parameters for the Inventory Adjustments process and load quantity balance adjustment data staged by third-party applications using the Inventory Adjustment EIP. These third-party applications include electronic data collection systems and warehouse management systems.

Making Inventory Adjustments

Access the Inventory Adjustment page.

Transaction Code

The default transaction code is 0410: Inventory Adjustment.

Type

The type of adjustment being made.

RTV Detail

Click to access the Adjustments - RTV Selection page, where you can select one RTV line for the item and location being adjusted. The selected PO Unit (purchase order business unit), RTV ID, Line, and Dist Nbr (distribution number) fields from the RTV Selection page appear on the Inventory Adjustments page.

Quantity

Enter the amount by which you want to adjust the item. If the UOM conversion option for the business unit is set to convert to the standard UOM or convert to the default stocking UOM, you can enter adjustments in any valid UOM and PeopleSoft Inventory converts them to the item’s standard UOM or the material storage location's stocking UOM. If the UOM conversion option for the business unit indicates that no conversion occurs, you can enter adjustments in any valid stocking UOM. If negative inventory balances are permitted in the business unit, you can enter an adjustment that drives the quantity negative. You can also adjust the quantity in the material storage location to 0.

Note. The business unit’s default display options determine how many material storage location levels appear upon entry to this page. If you are entering a material storage location that requires additional levels, enter the storage area, then refresh the page to display the remaining levels for that area.

Note. The business unit defaults that you established on the Inventory Display Options page govern whether lot, serial, staged date, and configuration fields appear upon entry to this page. Any fields for which the default isYes always appear. Any fields for which the default is No appear when you save or refresh the page, and only if they apply to the item in question.

Note. If you selected the Scrap RTV adjustment type, the quantity entered for the adjustment must be less than or equal to the return quantity entered on the Add/Update RTV - RTV page in PeopleSoft Purchasing.

Processing Inventory Adjustments

Access the Inventory Adjustments page.

Searching for Material Storage Locations

Defining the Negative Inventory Option

Understanding Inventory Material Storage Structures

Defining Distribution Types

Processing Enterprise Integration Points (EIPs)

Making Stock Location Transfers Online

PeopleSoft Inventory provides the ability to move items from one material storage location to another on an ad hoc basis and to convert the quantity of an item from one UOM to another. You physically move stock between material storage locations and then record the relocation details by using either the entire Transfers component or just the EZ Transfers page. You also convert item quantities from one UOM into another UOM within a material storage location by using the Transfers component.

The Transfers component provides you with search criteria for selecting material to transfer. Use the EZ Transfers page for a more streamlined approach.

Pages Used to Make Location Transfers Online

Page Name	Object Name	Navigation	Usage
Transfers	TRANSFER_INV	Inventory, Manage Inventory, Transfers	Select the material that you want to transfer and the storage area from which you physically move stock.
Item Transfer	TRANSFER2_INV	Enter search criteria on the Transfers page. Click the Search button, and then click the Transfer link in the Original Location group box.	Move item quantities to another material storage location.
Container Information	TRANSFER4_INV	Inventory, Manage Inventory, Transfers. Enter a Container ID and click the Search button.	View items in a storage container or transfer containers to a new location. To transfer part of the stock in a container, use the Container Management page.
EZ Transfers	TRANSFER_BC_INV	Inventory, Manage Inventory, Transfers, EZ Transfers	Streamline internal stock transfers. The page automatically verifies the information that you enter and saves the transactions without using queries or the Save button, making it ideal for a workstation setup with a wedge bar code reader.

Selecting Material to Move

Access the Transfers page.

Enter the appropriate search criteria to display the material storage locations that you want to update. Only items with a status of Active, Hold, Discontinue, and Inactive are available for movement.

Unit

You must select a business unit and either the container ID, the material storage location, or the item ID of the material that you have relocated. If you select an item ID, you can also select a lot ID or serial ID, when applicable, to limit the number of lines that are returned. Each line returned includes the item ID, material storage location, and quantity plus the lot, serial, and staged date as applicable.

For lot-controlled items, a warning message appears when you save the page if the current date is before the date the lot becomes available or after it expires.

Include Zero Qty Locations (include zero quantity locations)

Returns zero-balance locations.

Transfer

Click to access the Item Transfer page.

Transferring Item Quantities

Access the Item Transfer page.

Transfer Qty (transfer quantity)

Enter the amount that you want to transfer from the location specified at the top of the page. If negative inventory balances are permitted in the business unit, you can transfer more quantity than is available, driving the system balance for the original location negative.

If the item is not stocked in its standard UOM, you can enter a transfer quantity in either the stocking or the standard UOM. You can change the stocking UOM in the destination material storage location by changing the current UOM that appears next to the quantity.

Comments

Enter a comment using up to 254 characters for the transfer transaction. These comments are written to the TRANSACTION_INV table.

Destination Location

If transferring the quantity to a different material storage location, specify the item's new material storage location and retain the same UOM.

If converting the UOM, enter the same location that you are transferring from and specify the target UOM. The system will use the setup defined on the Units of Measure page to convert the quantity.

Transferring Containers

Access the Container Information page.

To move a container, use the Destination Location group box to identify the container's new location. The Container Contents scroll area displays material in the container. To adjust the quantity in a container, use the Adjustments page.

Streamlining Internal Stock Transfers

Access the EZ Transfers page.

Select a business unit and either a container ID or the complete material storage location and item ID.

Note. You cannot use the EZ Transfers page to select a specific staged date, even if the item is staged-date controlled. If this is a requirement, use the Transfers page.

Note. If you transfer to this page from the Fixed Pick workflow, the business Unit, Item, and original and destination Storage Location fields are populated automatically and are unavailable for entry. The Transfer Qty (transfer quantity) field is initially populated with the optimal quantity to be transferred, but you can override this value.

The following conditions also apply to the use of this page:

If the item that you enter is serial or lot controlled, the Serial ID and Lot ID fields appear.

This information is required and can be entered manually online or automatically with a barcode reader.
If you are transferring lot-controlled stock from a non-WIP to a WIP location, a warning message appears when you save the page if the current date is before the date that the lot becomes available or after it expires.
Unless you are transferring a container, define the original material storage location and item to transfer and specify the destination location and transfer quantity.

Destination Location

After you enter the last value in this group box, the system automatically saves the transaction. For serial-controlled items, the quantity is 1 and the page is saved after you enter the last piece of material storage location information. For items that are not serial controlled, the page is saved after you enter the quantity to transfer. For containers, the original location appears and the page is saved when you enter the destination location.

If you define a container for transfer, enter the destination material storage location. The Transfer Qty field is unavailable for entry for container transfers; the entire contents of the container are transferred to the destination location.

See Also

Defining the Negative Inventory Option

Understanding Inventory Material Storage Structures

Searching for Material Storage Locations

Making Adjustments Online

Defining and Using ChartFields

Defining Distribution Types

Managing Vendor Returns

Transferring Materials Using the Inventory Transfers EIP

The Inventory Transfer EIP reports transfers of stock quantity between material storage locations. The Inventory Transfer EIP is an asynchronous service operation that receives material storage location transfers staged by third-party applications; such as, electronic data collection systems and warehouse management systems. In a Warehouse Management System integration, this data is used by the WMS to modify the inventory status in PeopleSoft Inventory to Open or Hold. The stock quantity is logically transferred to a location with the appropriate status.

Setting Up the Inventory Transfer EIP

To set up the Inventory Transfer EIP within PeopleSoft Integration Broker and Enterprise Components, use the information in the table below and refer to the setup instructions in the PeopleSoft Supply Chain Management Integrations 9.0 PeopleBook, “Implementing Integrations” chapter, Setting Up Service Operations section.

Service Operation	Direction and Type	Handlers	Chunking Available?	Integrates With
INVENTORY_TRANSFER	Inbound Asynchronous	InventoryTransfer	No	Third-party systems such as electronic data collection systems and warehouse management systems

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

INVENTORY_TRANSFER

Inbound

Asynchronous

InventoryTransfer

Third-party systems such as electronic data collection systems and warehouse management systems

See Setting Up Service Operations.

See Enterprise PeopleTools 8.48 PeopleBook: Integration Broker

Using the Inventory Transfer EIP

If you have an electronic data-collection system, you can use the item and storage container transfer transaction codes on the Inventory Transfer page to conduct inventory transfers. These transaction codes provide the following material movements within a business unit:

Transfer items between material storage locations or containers.
Move containers between material storage locations.
Move all items from one container to another.
Remove all items from a container.

To transfer inventory:

Enter and save transfer details on the Inventory Transfer page.

PeopleSoft Inventory inserts the information into the transaction log.
Run the Inventory Transfers process (INPTTRFR) to retrieve data from the transaction log, process the data, and update the appropriate system tables.

If errors occur during the background process, use the Transaction Maintenance component to correct the errors and resubmit the transactional data.

The Inventory Transfers process verifies that the following criteria are met:

The business unit must be active and cannot be closed to material movement.
If you set up the business unit to generate new storage containers automatically, you can create a new container when you enter a new storage container ID.

If the business unit does not allow the automatic generation of new storage containers and you enter a new container ID, the transaction results in an error.
The originating storage container ID must exist in the system.
The originating and destination locations must both be valid material storage locations that are not closed.
If the item already exists in the location, the item's status fields (status type, available status type, reason code, and retest date) must be identical.

If the status fields are not identical, the item is rejected. The only exception to this rule occurs when either the originating or the destination location is on hold. If either location is on hold for a non-lot-controlled item or a lot-controlled item with an open status, the system moves the item, and the item's status fields change to those of the destination location. Lot-controlled items with a non-open status always retain their status fields no matter where they are moved.
The non-owned status in the originating and destination locations must be the same.
A valid item, lot, serial, and staged date must exist for the original location.
When you add an item to a single-item storage container, the item ID must be the same as that for the container.

If the container has not been assigned a specific item ID, the system verifies that no other items are currently stored in the container. If the system assigned another item ID to the storage container, the transaction results in an error.
If negative quantities are not allowed, the transfer quantity must be less than or equal to the available quantity at the originating location.

A serialized item can never go negative even if negative quantities are allowed.
For Container Transfers (0602), Container to Container Full Transfers (0606), and Debuild Full Container (0607) transaction codes, the storage container cannot contain any reserved quantities.
If the destination material storage location is a fixed picking bin and the UOM Conversion Flag for electronic data collection transactions is set to use the entered UOM, the entered UOM must equal the fixed picking bin UOM.

If the UOM Conversion Flag for electronic data collection transactions is set to convert the UOM to the standard UOM, the standard UOM must be equal to the fixed picking bin UOM. Similarly, if the UOM Conversion Flag for electronic data collection transactions is set to convert the UOM to the stocking UOM, the default stocking UOM must be equal to the fixed picking bin UOM.
If the UOM Conversion Flag is set to convert the UOM to the standard UOM or to the stocking UOM, you can enter any valid UOM for the item. If the flag is set to use the entered UOM, you must use a valid stocking UOM for the item.

See Also

Enterprise PeopleTools 8.48 PeopleBook: Integration Broker

PeopleSoft Enterprise Supply Chain Management Integration PeopleBook

Pages Used to Process the Inventory Transfers EIP

Page Name	Object Name	Navigation	Usage
Inventory Transfer Kanban Transfer	BCT_INV_TRFR	SCM Integrations, Create Transactions, Manufacturing, Scan Kanban Transfers, Kanban Transfer Production Control, Process Production, Transact Kanbans, Scan Kanban Transfers, Kanban Transfer SCM Integrations, Create Transactions, Inventory, Storage Location Transfer, Inventory Transfer	Conduct inventory transfers using an electronic data collection system.
Inventory Transfers	BCT_INV_REQTRFR	SCM Integrations, Process Transactions, Inventory, Storage Location Transfer, Inventory Transfers	Establish run control parameters for the Inventory Transfers process and load material storage location transfer data staged by third-party applications using the Inventory Transfer EIP. These third-party applications include electronic data collection systems and warehouse management systems.

Page Name

Object Name

Navigation

Usage

Inventory Transfer

Kanban Transfer

BCT_INV_TRFR

SCM Integrations, Create Transactions, Manufacturing, Scan Kanban Transfers, Kanban Transfer
Production Control, Process Production, Transact Kanbans, Scan Kanban Transfers, Kanban Transfer
SCM Integrations, Create Transactions, Inventory, Storage Location Transfer, Inventory Transfer

Conduct inventory transfers using an electronic data collection system.

Inventory Transfers

BCT_INV_REQTRFR

SCM Integrations, Process Transactions, Inventory, Storage Location Transfer, Inventory Transfers

Establish run control parameters for the Inventory Transfers process and load material storage location transfer data staged by third-party applications using the Inventory Transfer EIP. These third-party applications include electronic data collection systems and warehouse management systems.

Transferring Materials

Access the Inventory Transfer page.

Trans Code (transaction code)

Transaction codes include:

0601 - Item Transfer: Transfers loose items from one material storage location to another. This transaction is useful for inventory consolidation in a warehouse where some items are not tracked in containers. For example, you can move the last five cases of inventory so that a received pallet can be put away into the original material storage location.

0602 - Container Transfer: Transfers a full storage container from one material storage location to another. By moving a container (a full pallet, for example) to another location, you can consolidate inventory in your warehouse.

0603 - Associate Item to a Cntr (associate an item to a container): Transfers loose items into a storage container. You can build a new container, or you can add items to an existing container. If the container is empty before the new items are added, you can enter the putaway location on the same transaction. If the container already has items in it, use the Container Transfer transaction to move the container to the destination location.

0604 - DeAssociate Item From a Cntr (deassociate an item from a container): Transfers items from a storage container to a material storage location. You can also use this transaction to move inventory from a storage container in a secondary material storage location to a fixed picking bin location that does not have a storage container. This transaction reverses the associate item to a Container transaction.

0605 - Item/Cntr to Item/Cntr (item/container to item/container): Transfers items from one storage container to another. If the destination container is empty, you can add items to the container and move the container to another material storage location simultaneously. For a storage container that already has items in it, use the Container Transfer transaction.

0606 - Cntr/Cntr Full Transfer (container to container full transfer): Transfers all contents of one storage container into another storage container.

0607 - Debuild Full Container: Transfers all items from a storage container to a material storage location.

Container ID

Select a container for the original and destination locations.

Storage Location (original location)

Select the material storage location from which you are removing items. Unless you specify otherwise, the current container location is the default. This field is only available for the Item Transfer and Associate Item to a Container transactions.

The business unit’s default display options determine how many material storage location levels appear upon entry to this page. If you are entering a material storage location that requires additional levels, enter the storage area, then refresh the page to display the remaining levels for that area.

Item ID

Select the item that you are transferring. The field is required for Item Transfer, Associate Item to a Container, DeAssociate Item From a Container, and Item/Container to Item/Container transactions. Because Container Transfer, Container/Container Full Transfer, and Debuild Full Container transactions transfer all items in the container, the field is unavailable.

The business unit defaults established on the Inventory Display Options page govern whether lot, serial, staged date, and configuration fields appear upon entry to this page. Any fields for which the default is Yes always appear. Any fields for which the default is No appear when you save or refresh the page, and only if they apply to the item in question.

Quantity

The amount and UOM for the item to be transferred. This is a required field for all the item-transfer transactions. Because the full-container transactions transfer all items in the storage container, quantity and units of measure are not applicable for these transactions. If the item is serial controlled, the quantity must equal 1. If negative quantities are not allowed, the transfer quantity must be less than or equal to the available quantity at the material storage location.

If the UOM Conversion Flag for electronic data collection transactions specifies using the entered UOM, you must use a valid stocking UOM for the item. If the flag is set to convert the UOM to the standard UOM or to convert the UOM to the stocking UOM, you can enter any valid UOM for the item.

Pick Batch ID and Pick Line

Enter values if you are using a pick batch as the basis for the transaction

Storage Location

Indicate the destination material storage location. If the destination container is empty and you are conducting an Associate Item to a Container, Item/Container to Item/Container, Container/Container Full Transfer, or Debuild Full Container transaction, this field is required. If the container is not empty, the system adds the new items to the container at its current location.

If the destination material storage location is a fixed picking bin, the UOM that you entered must equal the fixed picking bin UOM, unless the UOM Conversion Flag is set to convert to the standard UOM, in which case:

The standard UOM must equal the fixed picking bin UOM, or

The UOM Conversion Flag is set to convert to the stocking UOM.

In this case the default stocking UOM must equal the fixed picking bin UOM.

When you save the page, PeopleSoft Inventory inserts the transaction into the transaction log and clears the page so that you can enter a new transaction.

Structuring Inventory

Defining Your Operational Structure in PeopleSoft Inventory

Transaction Code	The default transaction code is 0410: Inventory Adjustment.
Type	The type of adjustment being made.
RTV Detail	Click to access the Adjustments - RTV Selection page, where you can select one RTV line for the item and location being adjusted. The selected PO Unit (purchase order business unit), RTV ID, Line, and Dist Nbr (distribution number) fields from the RTV Selection page appear on the Inventory Adjustments page.
Quantity	Enter the amount by which you want to adjust the item. If the UOM conversion option for the business unit is set to convert to the standard UOM or convert to the default stocking UOM, you can enter adjustments in any valid UOM and PeopleSoft Inventory converts them to the item’s standard UOM or the material storage location's stocking UOM. If the UOM conversion option for the business unit indicates that no conversion occurs, you can enter adjustments in any valid stocking UOM. If negative inventory balances are permitted in the business unit, you can enter an adjustment that drives the quantity negative. You can also adjust the quantity in the material storage location to 0.

Trans Code (transaction code)	Transaction codes include: 0601 - Item Transfer: Transfers loose items from one material storage location to another. This transaction is useful for inventory consolidation in a warehouse where some items are not tracked in containers. For example, you can move the last five cases of inventory so that a received pallet can be put away into the original material storage location. 0602 - Container Transfer: Transfers a full storage container from one material storage location to another. By moving a container (a full pallet, for example) to another location, you can consolidate inventory in your warehouse. 0603 - Associate Item to a Cntr (associate an item to a container): Transfers loose items into a storage container. You can build a new container, or you can add items to an existing container. If the container is empty before the new items are added, you can enter the putaway location on the same transaction. If the container already has items in it, use the Container Transfer transaction to move the container to the destination location. 0604 - DeAssociate Item From a Cntr (deassociate an item from a container): Transfers items from a storage container to a material storage location. You can also use this transaction to move inventory from a storage container in a secondary material storage location to a fixed picking bin location that does not have a storage container. This transaction reverses the associate item to a Container transaction. 0605 - Item/Cntr to Item/Cntr (item/container to item/container): Transfers items from one storage container to another. If the destination container is empty, you can add items to the container and move the container to another material storage location simultaneously. For a storage container that already has items in it, use the Container Transfer transaction. 0606 - Cntr/Cntr Full Transfer (container to container full transfer): Transfers all contents of one storage container into another storage container. 0607 - Debuild Full Container: Transfers all items from a storage container to a material storage location.
Container ID	Select a container for the original and destination locations.
Storage Location (original location)	Select the material storage location from which you are removing items. Unless you specify otherwise, the current container location is the default. This field is only available for the Item Transfer and Associate Item to a Container transactions. The business unit’s default display options determine how many material storage location levels appear upon entry to this page. If you are entering a material storage location that requires additional levels, enter the storage area, then refresh the page to display the remaining levels for that area.
Item ID	Select the item that you are transferring. The field is required for Item Transfer, Associate Item to a Container, DeAssociate Item From a Container, and Item/Container to Item/Container transactions. Because Container Transfer, Container/Container Full Transfer, and Debuild Full Container transactions transfer all items in the container, the field is unavailable. The business unit defaults established on the Inventory Display Options page govern whether lot, serial, staged date, and configuration fields appear upon entry to this page. Any fields for which the default is Yes always appear. Any fields for which the default is No appear when you save or refresh the page, and only if they apply to the item in question.
Quantity	The amount and UOM for the item to be transferred. This is a required field for all the item-transfer transactions. Because the full-container transactions transfer all items in the storage container, quantity and units of measure are not applicable for these transactions. If the item is serial controlled, the quantity must equal 1. If negative quantities are not allowed, the transfer quantity must be less than or equal to the available quantity at the material storage location. If the UOM Conversion Flag for electronic data collection transactions specifies using the entered UOM, you must use a valid stocking UOM for the item. If the flag is set to convert the UOM to the standard UOM or to convert the UOM to the stocking UOM, you can enter any valid UOM for the item.
Pick Batch ID and Pick Line	Enter values if you are using a pick batch as the basis for the transaction
Storage Location	Indicate the destination material storage location. If the destination container is empty and you are conducting an Associate Item to a Container, Item/Container to Item/Container, Container/Container Full Transfer, or Debuild Full Container transaction, this field is required. If the container is not empty, the system adds the new items to the container at its current location. If the destination material storage location is a fixed picking bin, the UOM that you entered must equal the fixed picking bin UOM, unless the UOM Conversion Flag is set to convert to the standard UOM, in which case: The standard UOM must equal the fixed picking bin UOM, or The UOM Conversion Flag is set to convert to the stocking UOM. In this case the default stocking UOM must equal the fixed picking bin UOM.