PeopleSoft Enterprise Mobile Inventory Management 9.1 PeopleBook

Performing Item Stock Inquiries Using Mobile Devices

This chapter provides an overview of Mobile Inventory Management Item Stock inquiries and discusses how to:

Define setup and installation options for Item Stock inquiries.
Perform Mobile Inventory Item Stock inquiries

Understanding Mobile Inventory Management Item Stock Inquiries

Use the Item Stock Inquiry page on a mobile device to check the stock quantities of items within a PeopleSoft Inventory business unit. Using the Item Stock Inquiry page, enter the PeopleSoft Inventory business unit and the item ID to display the stock quantities within the material storage locations of the business unit.

Additional information can also be displayed including; serial IDs, lot IDs, any storage containers that hold the stock, the item status of the stock (Open, Restricted, Hold, or Rejected), staged date, nettable status, and if the stock is non-owned.

To review item stock levels using a mobile device:

Select the Item Stock Inquiry component on the PeopleSoft Mobile Inventory main menu.
Verify the business unit is the correct inventory business unit on the Item Stock Inquiry page.
Scan or enter the item ID in the Item field.
Click the Fetch button.

The system provides inventory information about the item that you selected including the total quantity of the item, all of its locations, and the quantities at each location.

Additional Fields Available for the Item Stock Inquiry Page

The following fields from PeopleSoft Inventory can be displayed on the Item Stock Inquiry page of the mobile device if you customize your display. These fields are provided through the web service.

The Last Transaction and Last Transaction Date fields can display the type of transaction and the date of the last activity performed on this item stock.
The Available Quantity field includes all item stock in an open inventory status that has not been reserved, allocated, promised, backordered or pegged. The Available Quantity value can help you determine the stock available to fulfill orders or transfer requests.

Defining Setup and Installation Options for Item Stock Inquiries

You use the PeopleSoft system to define options that determine how PeopleSoft Mobile Inventory Management is used on mobile devices. These options determine the default values or features available on the Item Stock Inquiry page. The following PeopleSoft pages are used to define component interfaces, services, default values, and features for the Item Stock Inquiry page displayed on a mobile device.

This section discusses how to:

Define installation options for Item Stock inquiries.
Define user preferences for Item Stock inquiries.

Pages Used to Define Setup and Installation Options for Item Stock Inquiries

Page Name	Definition Name	Navigation	Usage
Setup Component Interfaces	MIN_CMPINTFC	Set Up Financials/Supply Chain, Product Related, Inventory Mobile, Setup Component Interfaces	Define the component interface for the Item Stock Inquiry mobile page. See Setting Up PeopleSoft Mobile Inventory Management.
Setup Mobile Services	MIN_SERVICES	Set Up Financials/Supply Chain, Product Related, Inventory Mobile, Setup Mobile Services	Identify and setup the PeopleSoft Integration Broker services to be used with the Item Stock Inquiry mobile page.
Mobile Inventory Installation	INSTALLATION_MIN	Set Up Financials/Supply Chain, Install, Installation Options, Mobile Inventory	Define Mobile Inventory installation options at the system level. These options determine what features are available on the mobile devices and how the mobile page should appear. For the Item Stock Inquiry page, use the value of Item Stock Inquiry in the Task Flow field.
User Preferences – Overall Preferences	OPR_DEF_TABLE_FS1	Set Up Financials/Supply Chain, Common Definitions, User Preferences, Overall Preferences	Use the Business Unit field to define the default Inventory business unit for the user. The unit is used on the Item Stock Inquiry page on the mobile device.
Mobile User Task Options	MIN_USER_TASK_OPT	Set Up Financials/Supply Chain, Common Definitions, User Preferences	Define user preferences for Item Stock inquiries. For individual users, you define options to determine what features are available on the mobile devices and how the mobile page should appear.

Defining Installation Options for Item Stock Inquiries

Access the Installation Options - Mobile Inventory page (Set Up Financials/Supply Chain, Installation Options, Mobile Inventory).

Use this page to define default values for Mobile Inventory Item Stock Inquiry page.

Key Concatenation Separator	Enter a separator symbol. This value is defined at the installation level, not for each individual mobile page. The separator is used to display storage levels as one field.
Role Name	Enter a role name. You can use the role name as a trigger to customize Mobile Inventory Management pages. Depending on specific setups, you can make changes to pages that are associated to roles, and the user associated to those roles through this page will see those changes.
Task Flow	Identifies the Mobile Inventory page or menu option that uses the settings on this page. Enter the value of Item Stock Inquiry to define installation-level options for the Item Stock Inquiry page.
Rows Displayed	Enter the maximum number of items to display in the search results of the Item Stock Inquiry page. You can scroll through additional data by using the Next link.
Display Lookups	Select this check box to display the Lookup icon for the business unit and item fields at the top of the Item Stock Inquiry page on the mobile device. The Lookup icon enables you to view a list of options and select one.
Display Filter Related Fields	Select this check box to display the Filter field and Filter button on the Item Stock Inquiry page. Deselect the check box to remove the filter functionality from the Item Stock Inquiry page.
Display Show/Hide in tables	Select to display the Show and Hide menu options in count item lists for Mobile Count pages. The options make it possible for you to expand and collapse item description sections in count pages.

Defining User Preferences for Item Stock Inquiries

Access the Mobile Inventory User Preferences page (Set Up Financials/Supply Chain, Common Definitions, User Preferences).

This page enables you to customize Item Stock Inquiry page for an individual user. The fields displayed in this component are the same as the Mobile Inventory Installation page. Select the Use Installation Values check box to use the values defined for installation options. When you select the check box the remaining check boxes are no longer available for entry, and the system uses the installation values for Item Stock inquiries.

Performing Mobile Inventory Management Item Stock Inquiries

This section discusses how to:

Use the Item Stock Inquiry page.
View additional item stock details.

Pages Used to Perform Mobile Inventory Item Stock Inquiries

These Mobile Inventory pages are used for Item Stock inquiries:

Page Name	Navigation	Usage
Item Stock Inquiry	Mobile Inventory, Item Stock Inquiry	Use the Item Stock Inquiry page.
Item Stock Inquiry (with additional item details	Mobile Inventory, Item Stock Inquiry and click the Expand icon in the search results	View additional item stock details.

Using the Item Stock Inquiry Page

Access the Item Stock Inquiry page (Mobile Inventory, Item Stock Inquiry).

You can use a mobile device to check the current stock levels of an item within a PeopleSoft Inventory business unit.

Unit	Displays the PeopleSoft Inventory business unit where the item stock is located. A default value displays in this field based on your user login ID. This is a required field.
Item	Scan or enter the PeopleSoft inventory item ID for the stock you want to review. Based on setup at the installation level, you can enter other item identification numbers. This is a required field.
(Lookup icon)	Click the Lookup icon to access the Lookup page where you can search for field values. On the Item Stock Inquiry page, the Lookup icon enables you to search for business units and items.
Fetch	Click to initiate a search for the business unit and item combination. The results are displayed below in the Item Information area. The fetch is also initiated when you tab out of the Item field.

The Item Stock Inquiry page with search results

Item (within the Item Information group box)	Displays the PeopleSoft Inventory item ID and item description. The Item Information table displays item stock information at the PeopleSoft Inventory business unit level. A description of the item appears below the item ID.
Total Qty (total quantity in the Item Information group box)	Displays the total item quantity within the PeopleSoft Inventory business unit expressed in the standard unit of measure for the item. The total quantity will vary based on the filtered locations. Note. The Available Quantity value (reflecting the total item quantity that you can use to fulfill demand) can be displayed on this page if needed.
Filter (field and button)	Use the Filter feature to limit your existing search results to rows that meet your criteria. This feature reduces the original search results to a smaller number of rows so that you can focus on your area of interest. Use the Filter field to enter a value, such as storage area, to compare to the existing search results. The filter will search the following fields; Storage Area, Levels, Units of Measure, Serial ID, Lot ID, and Container. Click the Filter button to apply your filter value to the existing search results and display only the rows that match your filter. For example, if you enter AREA1, then the search results are reduced to display only the rows with the storage area name AREA1. Note. The Filter feature is applied to the existing search results and does not perform another search on data within PeopleSoft.
Clear	Click the Clear button to restore your original search results after applying a filter. This button removes the filter and displays all search rows. Note. The Clear button does not perform another search on data within the PeopleSoft system.
Expand	Click the Expand icon to display additional information about the row of item stock; including a storage container that holds the stock, the item status of the stock (Open, Restricted, Hold, or Rejected), staged date, nettable status, and if the stock is non-owned. Note. Depending on the view settings for the mobile device, the Expand and Collapse icons can also appears as the Show and Hide links.
Collapse	Click the Collapse icon to hide additional information about the row of item stock.
Area	Displays the storage area containing the stock.
Levels	Displays the storage levels containing the stock. Item stock is stored in a material storage location that consists of a storage area and storage levels. A storage area can be divided into a maximum of four storage levels, with each level representing a physical subdivision of the area. For example, you might have a three-level warehouse area consisting of 15 aisles, with 10 cabinets per aisle and 5 shelves per cabinet.
QTY (quantity)	Displays the item quantity currently in the material storage location. This quantity is the entire item quantity within the location regardless of the stock state; it includes stock that is in various fulfillment states as well as stock in all the item statuses (Open, Restricted, Hold, or Rejected).
UOM (unit of measure)	Displays the item quantity expressed in the standard unit of measure for the item.
Serial ID	Displays the serial identification numbers for the item stock in this location. This field only displays if the item is serial-controlled.
Lot ID	Displays the lot identification numbers for the item stock in this location. This field only displays if the item is lot-controlled.

Viewing Additional Item Information

Access the additional item information section (click the Expand icon next to the Area column).

Use the expanded section to view additional information about the item in this location. To collapse the section, click the Collapse icon for the row of data.

Container	Displays the storage container holding the stock. If this field is blank, then the stock is not in a storage container.
Status	Displays the item status of the stock. The options are: Open, Restricted, Hold, or Rejected.
Staged Date	Displays the stage date of the stock. Staged-date tracking enables you to track all stocked items according to the date that they were put into inventory. If staged-date tracking is not used in the environment, then the value of 1900-01-01 is displayed.
Nettable	This check box is selected if the stock in this location can be used to fulfill demand from stock requests or other orders.
NonOwned	This check box is selected if the stock is not-owned or consigned. This check box is deselected if the PeopleSoft Inventory business unit owns the items stored in this material storage location.