Inventory Types

BUS_UNIT_TYPE_INV

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

Define PeopleSoft Inventory business unit types.

Inventory BU Groups

IBU_TYPE_INV

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

Define PeopleSoft Inventory business unit groups.

Inventory Options

BUS_UNIT_OPT_IN

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

Define default storage location structures and attributes.

Dimension UOM

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

Weight UOM

Records a storage location's weight capacity.

Volume UOM

Records a storage location's cubic capacity.

Location Accounting Required

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

FERC Reporting (Federal Energy Regulatory Commission reporting)

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

Check Cubic Capacity

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

Check Weight Capacity

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

Convert to Default Stock UOM

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

Convert to Standard UOM

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

Use Entered UOM

The system processes transactions using whatever UOM the user enters.

Inventory Definition - Business Unit Definition

BUS_UNIT_INV1

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

Define the basic attributes of a PeopleSoft Inventory business unit.

Inventory Definition - Business Unit Options

BUS_UNIT_INV5

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

Activate optional business unit features.

Inventory Definition - Business Unit Options: Shipping Options

BUS_UNIT_INV2

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

Establish default packing and shipping rules.

Inventory Definition - Business Unit Options: Replenishment Options

BUNIT_REPLEN_OPT

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

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

Inventory Definition - Business Unit Options: Revenue and Billing Defaults

BUS_UNIT_INV4

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

Define business unit distribution defaults and billing options.

Inventory Definition - Business Unit Options: RMA Defaults

BUS_UNIT_INV6

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

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

Inventory Definition - Business Unit Options: Delivery Management

INV_SHP_FIELDS

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

Establish grouping criteria for creating delivery IDs in the delivery management feature.

Inventory Definition - Business Unit Counters

BUNIT_COUNTER_INV

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

Initialize the set of automatically generated transaction counters.

Inventory Definition - Business Unit Books

CM_BU_BOOK

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

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

Default SetID

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

Create BU (create business unit)

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

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

GL Business Unit

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

Sales Orders

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

AR Unit (accounts receivable business unit)

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

VAT Entity (value added tax entity)

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

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

Journal Template

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

Base Currency

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

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

Exchange Rate Type

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

Unit Group

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

Location Code

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

Arbitration Plan ID

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

Inventory Type

Inventory types are defined on the Inventory Types page.

Tax Code

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

BI Unit

Enter the PeopleSoft Billing business unit to be used to create invoices when this PeopleSoft Inventory business unit is the source unit sending the stock transfer. This field applies to intercompany transfers. This page displays the PeopleSoft Receivables business unit (AR Unit field) connected to the Billing business unit.

Ship To and Location

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

Flag Items for Auto-Putaway

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

Run Auto-Putaway Job

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

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

Expense Transfer Fees

When this business unit receives an interunit transfer, use this check box to determine if the additional transfer costs should be added to the cost of the item in this business unit or written-off in an expense account. Select this check box to write-off the additional transfer costs in the destination inventory business unit. Additional transfer costs are included in cost elements with the Addl Trans cost category.

See Understanding Interunit Transfers.

Generate InterUnit Prices

Select this check box to enable the Calculate Transfer Price process (CM_TRANS_PRC) to be run for this inventory business unit. The Calculate Transfer Price process (CM_TRANS_PRC) populates the Transfer Price table (CM_TRAN_PRICE) with transfer prices based on item ID, item group, source business unit, and destination business unit. When the Deplete On Hand Qty (Depletion) process needs a transfer price for an interunit transfer stock request, it looks first to this table. If a transfer price is not found then the Depletion process calculates the price using the next step in the transfer price default hierarchy.

Depending on your environment, the Transfer Price table could be so large that it would impact performance. In these situations, un-select this check box to enable the Depletion process to calculate each transfer price as needed rather than maintaining the Transfer Price table.

If you un-select this check box after the Calculate Transfer Price process has populated the Transfer Price table, then all rows for this business unit are set to inactive.

See Applying Transfer Prices to a Material Stock Request.

Ship On Behalf Transfer Price

Choose the option for calculating the amount used for interunit accounts in a Ship On Behalf Of transaction. This material stock request records an interunit accounts receivable (due from), interunit accounts payable (due to), and interunit cost of goods sold accounts. The options are:

• Use Item Cost: Select this option to value the interunit accounts with the item cost based on the deplete cost method in the item's cost profile.

• Use Transfer Price: Select this option to value the interunit accounts with the item's transfer price based on the transfer price default hierarchy.

See Designing Shipment On Behalf Of.

Facility Status

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

Prohibit Material Movements

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

VMI Stock (vendor managed inventory stock)

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

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

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

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

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

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

RMA

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

Interunit transfer

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

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

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

Allow Lot Allocation

Select to use lot allocation within this Inventory business unit. A lot allocation means that quantity in a specific lot ID within the inventory business unit has been reserved for a particular demand line containing a lot-controlled item. Lot allocation is performed when the demand line is in the Unfulfilled or Releasable fulfillment state.

See Creating a Lot Allocation.

Use Lot Allocation Workflow

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

Use External Warehouse Control

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

Ship Using TMS Reference ID

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

Use Internal Expected Receipt

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

Use Advanced Shipment Notice

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

Combo Edit

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

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

• Create/Update Stock Requests component

• Express Issue page

• RMA Form page (PeopleSoft Inventory component)

• InterUnit and RMA Receiving component (Combo edit is only enabled for RMA receiving and not for interunit receiving.)

• Express Putaway page.

• Manual Staging page

• Review Plan page

• Stockroom Feedback page

• Correct Staged Errors page

• Adjustments page

• Adjust Average Cost page

• Actual Cost Adjustment - Adjustment Detail page

• Distribution Type page

• InterUnit Ownership page

• Storage Area Accounting page

• Edit Unposted Accounting Lines page

SpeedType Level

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

• Off: Disables SpeedTypes.

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

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

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

Error

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

No Warning

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

Warning

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

Copy Source

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

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

Copy Template

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

Allow Negative Inventory

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

Display Warning Messages

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

Pack Partial Quantity

Select this check box to enable a user to change the Qty Pack Base field on the Packing Session page. This enables the user to place partial quantities of an order line into a shipping container. If you do not select this option, you must pack the entire quantity for the order line into one shipping container.

See Packing Stock Into a Shipping Container.

Use Ship Notification Workflow

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

Use Routes

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

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

Reason Code

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

Allow Shipment

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

Put On Hold

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

Freight Rule Code

Identifies the arbitration plan ID for calculating freight using the PeopleSoft internal freight calculator. The arbitration plan (Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Freight and Transportation, Arbitration Plan) determines how the system applies freight rules and freight formulas when calculating freight charges internally for sales orders from PeopleSoft Order Management. This field does not apply to material stock requests and is used only for the PeopleSoft internal freight calculator.

See Establishing Freight and Transportation Arbitration Plans.

Freight Terms Code

Determines whether the buyer or the seller pays the freight. If the buyer pays the freight, freight charges pass to PeopleSoft Billing; if the seller pays the freight, charges do not pass to PeopleSoft Billing. This field is used for both the PeopleSoft internal freight calculator and the external third-party freight provider; however, on this page the Freight Terms Code field only applies to the PeopleSoft internal freight calculator. To use the Freight Terms Code with the external third-party freight system, enter the value in the PeopleSoft Order Management default hierarchy of order group, customer, and buying agreement.

The Freight Terms Code page is located at Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Freight Terms.

See Setting Up Basic Information for Freight Charges.

Freight Charge Method

Determines how freight charges are prorated from the delivery to the sales orders within the delivery. Once freight charges have been received and applied to the delivery (in the Freight Amount field of the IN_DELIVERY_FRT table), PeopleSoft immediately allocates the freight charges to each sales order within the delivery. The allocated amounts are stored in the IN_DELIVERY_ORD table by a combination of delivery ID and sales order number. The IN_DELIVERY_ORD table also stores any overrides at the sales order level.

The Freight Charge Method is defined within the PeopleSoft Order Management default hierarchy (of order group, customer, and buying agreement) and is applied to the delivery from the sales orders within the delivery. The field value on this page is used when no freight charge method is defined on the sales order at order entry time or if deliveries are created at shipping time.

The Freight Charge Method field has four options:

• Order Quantity: Allocate freight charges based on the item quantity within each demand line. The system manages the total quantity of the delivery ID in the ordering unit of measure of the first line added to the delivery. If subsequent order schedules do not have conversion rates defined for the current delivery ID's unit of measure, the system forces the new order schedule to a new delivery ID.

• Order Value: This option is not valid for this page. The system allocates freight charges based on the total price within each sales order demand line. Sales order prices are calculated within PeopleSoft Order Management.

• Volume: Allocate freight charges based on the shipping volume within each demand line. The system manages the total volume of the delivery ID in the shipping volume unit of measure defined for the first item added to the delivery. If subsequent order schedule lines do not have conversion rates defined for the shipping volume unit of measure, the system forces the new order schedule line to a new delivery ID.

• Weight: Allocate freight charges based on the shipping weight within each demand line. This option is the only option available if you are overriding the freight amount and allocating freight from the Shipping Requests process page or the Front End Shipping Requests process page. The system manages the total weight of the delivery ID in the shipping weight unit of measure defined for the first item added to the delivery. If subsequent order schedule lines do not have conversion rates defined for the shipping weight unit of measure, the system forces the new order schedule line to a new delivery ID.

The freight charge method can be defined within the order management default hierarchy on the Order Groups page, customer's General Information - Sold To Options page, and the Buying Agreement Form-Header Terms page.

See Understanding Internal Freight Calculations.

See Applying Freight Charges to the Order Level.

Warn if Item Weight is Zero

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

Bill Type and Bill Source

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

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

Bill Type Identifier and Bill Source

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

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

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

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

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

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

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

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

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

Rebate Product ID and Penalty Product ID

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

Restock Product ID

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

RMA Bill By ID

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

WMS

This check box is selected by the system if the PeopleSoft database is integrated with a third-party warehouse management system (WMS). This information is retrieved from the Use External Warehouse Control check box on the Inventory Definition - Business Unit Options page.

Order Management

This check box is selected by the system if PeopleSoft Order Management is included in this PeopleSoft database. Additional delivery key fields are added as required fields in the Field Name group box of this page.

Weight and Volume Pricing

Select this check box if you are using the weight and volume pricing in PeopleSoft Enterprise Pricer. The Ship Via code is added as a required delivery key in the Field Name group box of this page.

TMS

This check box is selected by the system if your PeopleSoft database is integrated with a third-party transportation management system (TMS). This information is retrieved from the Ship Using TMS Reference ID check box on the Inventory Definition - Business Unit Options page. A TMS is used to optimize the grouping of orders into shipments for distribution out of a warehouse. Order information is sent to the TMS and load optimization is performed on the orders to be shipped. The TMS determines the load ID for each of the demand lines. The demand lines are returned to the PeopleSoft fulfillment tables with a load ID and load stop.

If there is a delivery ID on a demand line sent to TMS, the delivery ID is ignored. PeopleSoft uses the TMS shipment definition fields to section the demand lines into logical groups of shipments. When TMS sends the demand lines back to PeopleSoft, the load IDs and load stops are used for shipment. It is possible to have load stops across deliveries, therefore, the PeopleSoft system ignores the delivery ID for TMS orders. To coordinate the TMS loads and load stops with the delivery ID, you can add the TMS Load Stop Number (TMS_LOAD_STP_NBR) field and other TMS shipment definition fields as delivery keys in the Field Name group box of this page.

See Understanding the Transportation Management System Integration with PeopleSoft Inventory.

VAT

This check box is selected by the system if PeopleSoft Order Management is using value-added tax (VAT). When this check box is selected the VAT Reporting Entity field (VAT_ENTITY) is added as a required delivery key in the Field Name group box of this page.

Field Name

Displays the field to be used as a delivery key to build delivery IDs. This field can be changed for optional fields.

Restrict to Order if Populated

Select this check box to restrict a delivery to a single order if this field on the delivery has a value. Certain fields are automatically selected and disabled by the system; for example, the DOC_REFNUM field for counter sales in PeopleSoft Order Management. If this check box is selected for the CARRIER_ID field, then the system always creates order-restricted deliveries regardless of the value in the delivery-level CARRIER_ID field.

Allow Update in Workbench

Select this check box to make this delivery key field available for update in the Delivery Management Workbench.

Allow New Entry in Workbench

Select this check box to enable the user to enter a value in this delivery key field when creating a new delivery in the Delivery Management Workbench.

Required

Inventory Business Unit (BUSINESS_UNIT)

Required

Scheduled Shipment Date (SCHED_SHIP_DATE)

Required

Freight Charge Method (FRT_CHRG_METHOD)

Required if PeopleSoft Order Management is installed.

Document Reference (DOC_REFNUM)

Required if PeopleSoft Order Management is installed.

Freight Bill Type (FREIGHT_BILL_TYPE)

If sales orders are created in counter sale, then the delivery ID should never span multiple sales orders.

Required if PeopleSoft Order Management is installed.

Order Type (ORDER_TYPE_CD)

Required if PeopleSoft Order Management is installed.

VAT Reporting Entity (VAT_ENTITY)

The VAT Reporting Entity field must be added as a delivery key if VAT is being used in PeopleSoft Order Management. The system automatically adds this field when the VAT check box is selected on this page and the row cannot be deleted.

Required if the Weight and Volume Pricing check box is selected on this page. Optional if weight and volume pricing are not used.

Ship Via Code (SHIP_TYPE_ID)

The Ship Via code must be added as a delivery key if weight and volume pricing is being used to price sales orders in PeopleSoft Order Management. The weight and volume pricing feature is setup in PeopleSoft Enterprise Pricer. The system automatically adds this field when the Weight and Volume Pricing check box is selected on this page and the row cannot be deleted.

Optional

Address Lines including:

• Address Line 1 (ADDRESS1)

• Address Line 2 (ADDRESS2)

• Address Line 3 (ADDRESS3)

• Address Line 4 (ADDRESS4)

Optional

Address Line Sequence Number (ADDRESS_SEQ_NUM)

Used with the PeopleSoft internal freight calculation feature. Internal freight uses the Address Line Sequence Number, State, Country, and Location fields to define freight rules. Using these fields as delivery keys causes the delivery to be based on the customer ship-to address. This address data can default from the customer ID to the order or can be the override address on the order.

Optional

Address Fields including:

• ADDR_FIELD1

• ADDR_FIELD2

• ADDR_FIELD3

Used with integration to a third-party freight provider. Using these fields as delivery keys causes the delivery to be based on the customer ship-to address. This address data can default from the customer ID to the order or can be the override address on the order.

Optional

Carrier ID (CARRIER_ID)

Optional

City (CITY)

Optional

Commodity Code (COMMODITY_CD)

Optional

Country (COUNTRY)

Used with the PeopleSoft internal freight calculation feature. Internal freight uses the Address Line Sequence Number, State, Country, and Location fields to define freight rules. Using these fields as delivery keys causes the delivery to be based on the customer ship-to address. This address data can default from the customer ID to the order or can be the override address on the order.

Optional

County (COUNTY)

Optional

Demand Source (DEMAND_SOURCE)

Optional

Freight Terms Code (FREIGHT_TERMS)

Optional

Tax Vendor Geographical Code (GEO_CODE)

Optional

Harmonized Code (HARMONIZED_CD)

Optional

House Type (HOUSE_TYPE)

Optional

Item Group (INV_ITEM_GROUP)

Optional

Item ID (INV_ITEM_ID)

Optional

In City Limit (IN_CITY_LIMIT)

Optional

Load ID (LOAD_ID)

Optional

Location Code (LOCATION)

Used with the PeopleSoft internal freight calculation feature. Internal freight uses the Address Line Sequence Number, State, Country, and Location fields to define freight rules. Using these fields as delivery keys causes the delivery to be based on the customer ship-to address. This address data can default from the customer ID to the order or can be the override address on the order.

Optional

Number 1 (NUM1)

Optional

Number 2 (NUM2)

Optional

Order Number (ORDER_NO)

If order number is selected, the system automatically selects the Demand Source and Source Business Unit fields.

Optional

Postal Code (POSTAL)

Optional

Product ID (PRODUCT_ID)

Optional

Route Code (ROUTE_CD)

Optional

Ship To Customer (SHIP_TO_CUST_ID)

Optional

Source Business Unit (SOURCE_BUS_UNIT)

Optional

State (STATE)

Used with the PeopleSoft internal freight calculation feature. Internal freight uses the Address Line Sequence Number, State, Country, and Location fields to define freight rules. Using these fields as delivery keys causes the delivery to be based on the customer ship-to address. This address data can default from the customer ID to the order or can be the override address on the order.

Optional

TMS Load Stop Number (TMS_LOAD_STP_NBR)

Putaway Staging ID

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

Putaway Plan ID

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

Counting Event ID

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

Pick Release ID

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

Pick Batch ID

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

Shipping ID

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

Inventory Tag ID

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

Replenish ID

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

Acct Ln No (accounting line number)

This field is no longer used. To number the accounting line created by the Accounting Line Creation process in PeopleSoft Cost Management, see the PeopleSoft Enterprise Cost Management 9.1 PeopleBook, Structuring Your Cost Management System, Selecting the Method to Number Accounting Lines section.

Par Location Count ID

This ID is assigned to each par location count event.

Picking Extract File ID

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

Inventory Display Options

BUS_UNIT_DSP_IN

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

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

Priority Rule Definition

INV_DMND_PRIORITY

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

Establish rules for ranking demand lines during order fulfillment.

Priority Rank

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

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

Source

The demand source of the lines:

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

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

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

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

Order Type

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

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

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

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

Customer Group

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

Priority

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

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

Dest Unit (destination unit)

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

Closure Calendar

BU_CALENDAR

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

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

Copy

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

Receiving

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

Shipments

Activates closure validation processing for shipping activities.

Materials Management

Activates closure validation processing for internal materials management activities.