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 adjustment EIP.

• Record adjustments using the transaction page.

• Make stock location transfers online.

• Transfer materials using the inventory transfers EIP.

• Record inventory transfers using the transaction page.

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. For both adjustments and transfers, you can complete the transaction by:

• Manually entering the adjustment or transfer using online pages. This method is best for exceptions or ad-hoc transactions.

• Loading transaction data through an enterprise integration point (EIP). The data is loaded into the inbound staging tables and then a process is run to update the PeopleSoft production tables. Use the service operations within PeopleSoft Integration Broker to load data from a third-party source such as a flat file, radio frequency (RF) system, or warehouse management system (WMS). For adjustments, use the INVENTORY_ADJUSTMENT service operation and for transfers, use the INVENTORY_TRANSFER service operation.

• Using the PeopleSoft transaction pages located under the SCM Integrations, Create Transactions menu to load data from a keyboard wedge. For adjustments, use the Quantity Adjustment (transaction) page and for transfers, use the Storage Location Transfers (transaction) page.

Understanding Adjustments for Return to Vendor Stock

The return to vendor (RTV) feature in PeopleSoft Purchasing can generate an adjustment in PeopleSoft Inventory in order to scrap stock received from a vendor. There are a variety of business reasons for scrapping RTV stock; including, receiving defective materials or perishable items shipped in error. When you return or scrap goods purchased from a vendor, you enter a Return to Vendor (RTV) transaction in PeopleSoft Purchasing. Typically, this RTV transaction specifies the purchase order from which the materials were acquired; however, returns can be processed in PeopleSoft Purchasing without referencing the original purchase order if this detail is no longer available. Once you've created an RTV ID in PeopleSoft Purchasing, steps are taken in PeopleSoft Inventory to remove any stock that has already been put away and update the inventory quantity balances. Note that if the stock is rejected upon receipt and does not get put away in PeopleSoft Inventory, then it does not impact inventory balances and is handled exclusively in PeopleSoft Purchasing. If the stock was put away into a PeopleSoft Inventory business unit, then the RTV transaction (Purchasing, Return To Vendor, Add/Update RTV) determines what actions are taken in PeopleSoft Inventory:

• When the RTV line disposition is Ship, inventory personnel retrieve the stock from the current material storage location and ship the stock back to the vendor. A material stock request (MSR) is created to record this action.

• When the RTV line disposition is Destroy, inventory personnel retrieve and destroy the stock. An inventory adjustment is used to record this action.

In this section, we discuss scrapping inventory stock when the RTV line disposition is Destroy. For information on shipping inventory stock back to the vendor, when the RTV line disposition is Ship,, see the "Creating Order for Fulfillment" chapter of this PeopleBook.

See Creating Return to Vendor (RTV) Stock Requests.

Note. The entire return-to-vendor feature includes elements of PeopleSoft Purchasing, Payables, Cost Management, and Inventory. For a complete understanding of RTV, see the PeopleSoft Enterprise Purchasing PeopleBook.

See Managing Vendor Returns.

Using the RTV Inventory Destroy Option

Based on your organization's needs, select an RTV Inventory Destroy Option. This option determines how users record an inventory adjustment transaction to scrap vendor-received stock. The options for the RTV Inventory Destroy Option field are:

1. Express The express option enables a user to use one step to record the RTV in PeopleSoft Purchasing and create the adjustment transaction in PeopleSoft Inventory. When the RTV transaction is saved in PeopleSoft Purchasing, the system generates an XML message using the INVENTORY_ADJUSTMENT EIP.

   Note. For RTV lines using an inventory business unit that utilizes a warehouse management system (WMS) for their warehousing processes, the express option cannot be used because it could cause the stock quantities between the PeopleSoft Inventory business unit and the WMS to become out of balance. The Use External Warehouse Control check box on the Inventory Definition - Business Unit Options page controls the integration to a WMS.

2. Manual The manual option splits the RTV creation and the adjustment transaction creation into separate steps. In this method, a user must create the RTV transaction in PeopleSoft Purchasing and then a user must create the adjustment transaction to retrieve and destroy the rejected stock using the Adjustments component (Inventory, Manage Inventory, Adjustments).

The RTV Inventory Destroy Option field has the following default hierarchy to the individual RTV line:

• The RTV Inventory Destroy Option field can be defined for the Purchasing business unit using the Purchasing Definition - Business Unit Options page (Set Up Financials/Supply Chain, Business Unit Related, Purchasing, Purchasing Definition, Business Unit Options). The values of Express or Manual can be used in this RTV Inventory Destroy Option field.

• The RTV Inventory Destroy Option field can be defined for the user using the Procurement - Receiver Setup page of the Define User Preferences component (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement, select the Receiver / RTV Setup link). The value at the user-level overrides the business unit-level. The values of Express, Manual, or Default to Business Unit can be used in this RTV Inventory Destroy Option field.

• The default value for the RTV Inventory Destroy Option field is placed in the line level of the RTV transaction in the Inventory Process field (Purchasing, Return To Vendor, Add/Update RTV, Source Information tab). The values of Express or Manual can be changed for the individual RTV line. The RTV line disposition field must have the value of Destroy in order to display the RTV Inventory Destroy Options.

To scrap RTV stock using the RTV Inventory Destroy Option of Manual:

1. Create a Destroy RTV transaction in PeopleSoft Purchasing ((Purchasing, Return To Vendor, Add/Update RTV).

2. Add a scrap adjustment using the Adjustments page (Inventory, Manage Inventory, Adjustments). Select the value of Scrap RTV in the Adjustment Type field and enter the needed information.

3. Save the Adjustments page to update the RTV Line (RTV_LN) and RTV Line Distribution (RTV_LN_DISTRIB) tables in PeopleSoft Purchasing with the destroyed quantities. It also updates the line status in the RTV Line table if the adjusted quantity is greater than or equal to the return quantity.

To scrap RTV stock using the RTV Inventory Destroy Option of Express:

1. Create a Destroy RTV transaction in PeopleSoft Purchasing ((Purchasing, Return To Vendor, Add/Update RTV).

2. When you save the RTV transaction, the system launches the INVENTORY_ADJUSTMENT EIP and creates an Scrap RTV adjustment in PeopleSoft Inventory. The Quantity Adjustments process (SCM Integrations, Process Transactions, Inventory, Quantity Adjustments) updates the RTV Line (RTV_LN) and RTV Line Distribution (RTV_LN_DISTRIB) tables in PeopleSoft Purchasing with the destroyed quantities. It also updates the line status in the RTV Line table if the adjusted quantity is greater than or equal to the return quantity.

For information on the setup of the return to vendor feature, see the Managing Vendor Returns chapter of the PeopleSoft Enterprise Purchasing PeopleBook.

See Also

Managing Vendor Returns

Understanding the Transfer of Allocated Stock

PeopleSoft Inventory enables you to transfer stock within the business unit, that has been hard-allocated to a material stock request, sales order, production transfer order, or work order. This includes:

• Stock that has been pre-allocated or lot-allocated to a demand line. You can transfer stock that is pre-allocated or lot-allocated to demand lines that do not have a pick batch ID, including;

  • The demand lines of material stock requests in the fulfillment states of Unfulfilled or Releasable.

  • Work order demand lines from PeopleSoft Maintenance Management that do not have a pick batch ID. Work orders always stay in the fulfillment state of Pending. Work order demand lines can be pre-allocated but not lot-allocated.

• (optional) Stock that has been allocated to a demand line that has a pick batch ID assigned. These demand lines that are in the middle of the picking stage, including:

  • The demand lines of material stock requests with a pick batch ID and in the fulfillment state of Released.

  • Work order demand lines from PeopleSoft Maintenance Management that do have a pick batch ID. Work orders always stay in the fulfillment state of Pending.

  • Production order demand lines from PeopleSoft Manufacturing (the SF_ISS_TRANSFER record) with a pick batch ID.

Allocated stock can be viewed using the Allocated Items by Location inquiry page.

See Viewing Allocated Items by Location.

Setup of the Allocated Stock Transfer Feature

In order to use this feature, you must determine your selections of the following setup options:

1. In order to transfer stock that has been allocated to a demand line with a pick batch ID (that is, an order in the process of picking), you must select the Allow Transfer of Released Allocations check box on the Inventory Definition- Business Unit Options page. Clear this check box if you do not want stock that is already on a picking plan to be transferred to another material storage location.

2. Define the default values for transferring allocated stock located on the Setup Fulfillment page. The default settings are:

   • The Include Pre-Released Allocations check box to enable the transfer of stock that has been pre-allocated or lot-allocated to a demand line before the picking stage (that is, demand lines that do not yet have a pick batch ID).

   • The Include Released Allocations check box to enable the transfer of stock that has been allocated to a demand line in the picking stage (demand lines that do have a pick batch ID). This check box is only available for entry if the Allow Transfer of Released Allocations check box was selected on the Inventory Definition- Business Unit Options page.

See Also

Making Stock Location Transfers Online

Transferring Materials Using the Inventory Transfer EIP

Activating Optional Business Unit Features

Defining Basic Fulfillment Defaults

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

Making On-Hand Quantity Adjustments

Access the Adjustments page (Inventory, Manage Inventory, Adjustments).

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.

Searching for Quantities to Adjust

Access the Selection Criteria page (Click the Search/Add link on the Adjustments 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.

Making Adjustments Using the Inventory Adjustment 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 9.1 PeopleBook, "Implementing Integrations" chapter, Setting Up Service Operations section.

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 PeopleBook: Integration Broker

Pages Used to Process the Inventory Adjustments EIP

Using the Inventory Adjustment Message in PeopleSoft Integration Broker

Access the Message Definition page in PeopleSoft Integration Broker for the INVENTORY_ADJUSTMENT message (PeopleTools, Integration Broker, Integration Setup, Messages).

In order to correctly populate the incoming data, we are going to review the message definition. Message definitions provide the physical description of the data that is being sent, including; fields, field types, and field lengths. Messages do not contain any processing logic. All processing logic is defined in service operations, using service operation handlers. In this section, we are looking at some of the important fields in the INVENTORY_ADJUSTMENT message.

For more information about messages, see the "Managing Messages" chapter of the PeopleTools 8.50 PeopleBook: PeopleSoft Integration Broker.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Integration Broker

Processing Inventory Adjustments

Access the Quantity Adjustment process page (SCM Integrations, Process Transactions, Inventory, Quantity Adjustment).

See Also

Defining PeopleSoft Inventory Business Unit Display Options

Searching for Material Storage Locations

Defining the Negative Inventory Option

Understanding Inventory Material Storage Structures

Defining Distribution Types

Processing Enterprise Integration Points (EIPs)

Recording Adjustments Using the Transaction Page

The PeopleSoft transaction pages are used to collect data from electronic data collection systems, such as keyboard wedges. The Quantity Adjustment transaction page is used to record inventory stock quantity adjustment transactions. Keyboard wedges can be used when the person collecting the bar-coded information has access to a workstation running the PeopleSoft application. A wand or a laser gun connects to the keyboard wedge that inputs the bar-coded information directly into the transaction pages. The computer interprets information entered using the keyboard wedge in the same manner as information entered using the keyboard. When you save the page, the PeopleSoft system inserts the transaction into the transaction log and clears the page so that you can enter a new transaction. The data is loaded into the inbound staging tables.

See Also

Using an Electronic Data Collection System

Pages Used to Record Adjustments Using the Transaction Page

Using the Transaction Page for Inventory Adjustments

Access the Inventory Adjustment page (SCM Integrations, Create Transactions, Inventory, Quantity Adjustment, Inventory Adjustment).

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.

Making Stock Location Transfers Online

Use the Transfers component to record the movement of stock from one material storage location to another within the same inventory business unit or to convert the unit of measure (UOM). The Transfers component enables you to:

• Move stock from one material storage location to another (bin to bin transfer) within an inventory business unit on an ad hoc basis.

• Move allocated stock that is loose or in a container. Allocated stock is stock that has been hard-allocated to a demand line.

• Convert item quantities from one UOM into another UOM within a material storage location.

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

In addition, you can use the Inventory Transfer enterprise integration point (EIP) or Storage Location Transfer transaction page to record transfers using electronic data collection devices. For more information, see the next section in this chapter, "Transferring Stock Using Integration Points."

See Transferring Materials Using the Inventory Transfer EIP.

Transferring Allocated Stock

PeopleSoft Inventory enables you to transfer stock that has been hard-allocated to a material stock request, sales order, or work order. You can use the Transfers component to find and move loose stock or an entire storage container that includes some or all allocated stock. For more information on transferring allocated stock, see the "Understanding Stock Quantity Adjustments and Transfers in a Business Unit" section of this chapter.

See Understanding Stock Quantity Adjustments and Transfers in a Business Unit.

Pages Used to Make Location Transfers Online

Selecting Material to Move

Access the Transfers page (Inventory, Manage Inventory, Transfers).

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.

Transferring Item Quantities

Access the Item Transfer page (Enter search criteria on the Transfers page. Click the Search button, and then click the Transfer link in the Original Location group box).

Quantity(within the Available Quantity group box)	Displays the current available quantity that can be transferred within this business unit.
Transfer Qty (transfer quantity)	Enter the amount of the available quantity 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.
Quantity(within the Allocated Quantity group box)	Displays the current allocated quantity that can be transferred within this business unit. The quantity is shown in the UOM of the material storage location. This amount only displays if you have selected one or both of the appropriate check boxes, Include Pre-Released Allocations and Include Released Allocations, on the Transfers page.
Transfer Allocated Quantity	Select this check box to transfer the stock that has been allocated to a demand line. If you decide to transfer the allocated quantity, you must transfer the entire quantity of allocated stock from this material storage location.
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. The Quantity field within the Destination Location group box displays only the available quantity to be transferred even if you are also transferring the allocated quantity. 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. You can convert the UOM for available quantity only; this feature is not applicable to allocated stock. The UOM field is not available for entry when you have selected the Transfer Allocated Quantity check box. When transferring allocated quantity, the nettable and WIP settings of the source and destination locations must be the same. In addition, allocated stock cannot be moved if the transfer would cause the available quantity of the business unit to change.
Save	Click the Save button to execute the transfer.

Transferring Containers

Access the Container Information page (Inventory, Manage Inventory, Transfers. Enter a Container ID and click the Search button).

To move an entire storage 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.

If this storage container includes allocated stock, then you must have selected one or both of the appropriate check boxes, Include Pre-Released Allocations and Include Released Allocations, on the Transfers page. For container moves, if any items in the container cannot be moved, then the transfer of the entire container fails.

Click the Save button to execute the transfer.

Streamlining Internal Stock Transfers

Access the EZ Transfers page (Inventory, Manage Inventory, Transfers, EZ Transfers).

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.

• The EZ Transfers page cannot be used to transfer allocated stock. Use the Transfers page or the inventory transfer integration points to move allocated stock.

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 Transfer 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.

See Using an Electronic Data Collection System.

See Four-Wall Warehousing Functions in a WMS Integration.

Setting Up the Inventory Transfer EIP

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 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 9.1 PeopleBook, "Implementing Integrations" chapter, Setting Up Service Operations section.

See Setting Up Service Operations.

See Enterprise PeopleTools PeopleBook: Integration Broker

Inventory Transfers Process

The Inventory Transfers process page is used to pick up the inventory transfer transactions in the inbound staging tables, validate them, and then update the appropriate PeopleSoft Inventory tables.

Transaction Handling

If an error is found during the Inventory Transfers process, the system does not process the transaction. The transaction's status on the inbound staging table is changed to Error, and the system inserts a row into the error table for each error message. Use the Transaction Maintenance component to identify and fix the errors before running the Inventory Transfers process again.

Transferring Allocated Stock

PeopleSoft Inventory enables you to transfer stock that has been hard-allocated to a material stock request, sales order, production transfer order, or work order. For more information on transferring allocated stock, see the "Understanding the Transfer of Allocated Stock" section of this chapter.

See Understanding the Transfer of Allocated Stock.

Once you have completed the setup of the transferring allocated stock, you can use the transaction codes of 0601 (item transfer) and 0602 (container transfer) to transfer allocated stock. This enables you to transfer warehouse stock and transfer an entire storage container containing some or all allocated stock to another materials storage location. You cannot use the remaining transaction codes of 0603 to 0607 to transfer allocated stock.

The following options are available for the transaction codes of 0601 and 0602 on the Inventory Transfer EIP (service operation), Storage Location Transfer page (transaction page), and the Transaction Maintenance- Inventory Transfer page:

• Include Allocated Qty (INCLUDE_ALLOC_FLG)

  Select this check box or enter the value of Y (yes) to transfer the selected stock even if the stock has been pre-allocated or lot-allocated to a demand line.

• Include Released Qty (INCLUDE_RELSD_FLG)

  Select this check box or enter the value of Y (yes) to transfer the selected stock even if the stock has been allocated to a demand line with a pick batch ID.

See Also

Enterprise PeopleTools PeopleBook: Integration Broker

PeopleSoft Enterprise Supply Chain Management Integration PeopleBook

Pages Used to Process the Inventory Transfers EIP

Using the Inventory Transfer Message in PeopleSoft Integration Broker

Access the Message Definition page in PeopleSoft Integration Broker for the INVENTORY_TRANSFER message (PeopleTools, Integration Broker, Integration Setup, Messages).

In order to correctly populate your incoming data, we are going to review the message definition. Message definitions provide the physical description of the data that is being sent, including; fields, field types, and field lengths. Messages do not contain any processing logic. All processing logic is defined in service operations, using service operation handlers. In this section, we are looking at some of the important fields in the INVENTORY_TRANSFER message.

Original Location Fields

Enter in information to select the stock from it's original location.

Destination Location Fields

Enter the destination for the transferred stock or storage container.

For more information about messages, see the "Managing Messages" chapter of the PeopleTools 8.50 PeopleBook: PeopleSoft Integration Broker.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Integration Broker

Processing Enterprise Integration Points (EIPs)

Structuring Inventory

Defining Your Operational Structure in PeopleSoft Inventory

Processing Inventory Transfer Transactions

Access the Storage Location Transfer process page (SCM Integrations, Process Transactions, Inventory, Storage Location Transfer, Inventory Transfers).

Unit

Enter the Inventory business unit to receive the transfer transactions.

Commit Batch

Enter a commit batch number. This field controls database commit level processing. Enter the number of rows that you want to process before a database update is performed. If you do not want to do intermittent commits, then set the commit batch field to zero (no intermittent commits) or a number that is larger than the normal number of rows that are usually processed. You may need to try different commit batch numbers to achieve the maximum level of performance while minimizing database locking.

The Storage Location Transfer 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.

• 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 to Container Full Transfers (0606) and Debuild Full Container (0607) transaction codes, the storage container cannot contain any allocated quantities. For Container Transfers (0602), the container to be moved can contain allocated quantities as long as the Include Allocated Qty or the Include Released Qty flags are selected for the transaction.

• 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.

Reviewing Inventory Transfer Transactions

Access the Transaction Maintenance page (SCM Integrations, Transaction Error Handling, Maintain Transactions).

The Transaction Maintenance page displays transactions from the inbound staging tables and is used to view the status of the incoming transactions. If errors are found during the Inventory Transfers process, the transaction status in the transaction log is changed to Error, and rows are inserted into error tables for each error message.

See Also

Using Transaction Maintenance

Correcting Errors in an Inventory Transfer Transaction

Access the Transaction Maintenance- Inventory Transfer page (Click the EIP Control ID link on the Transaction Maintenance page).

Use the Transaction Maintenance- Inventory Transfer page to view, correct, and resubmit inventory transfer transactions. For example, if an inventory transfer transaction is loaded with a material storage location that does not exist, then the file generates an error. Once you have corrected the information and saved the page, the transaction is ready to be reprocessed using the Inventory Transfers process.

Recording Inventory Transfers Using the Transaction Page

The PeopleSoft transaction pages are used to collect data from electronic data collection systems, such as keyboard wedges. The Storage Location Transfer transaction page is used to record inventory transfers transactions. Keyboard wedges can be used when the person collecting the bar-coded information has access to a workstation running the PeopleSoft application. A wand or a laser gun connects to the keyboard wedge that inputs the bar-coded information directly into the transaction pages. The computer interprets information entered using the keyboard wedge in the same manner as information entered using the keyboard. When you save the page, the PeopleSoft system inserts the transaction into the transaction log and clears the page so that you can enter a new transaction. The data is loaded into the inbound staging tables.

See Also

Using an Electronic Data Collection System

Pages Used to Record Inventory Transfers Using the Transaction Page

Using the Transaction Page for Inventory Transfers

Access the Storage Location Transfer page (SCM Integrations, Create Transactions, Inventory, Storage Location Transfer, Inventory Transfer).

The Storage Location Transfer transaction page uses the same fields as the message for the INVENTORY_TRANSFER service operation in the PeopleSoft Integration Broker. For more information on the fields of this transaction page, see the above section "Using the Inventory Transfer Message in PeopleSoft Integration Broker".

See Using the Inventory Transfer Message in PeopleSoft Integration Broker.