PeopleSoft Inventory 9.1 PeopleBook

Managing Par Inventory

This chapter provides an overview of par location management and discusses how to:

Create par locations.
Count par location inventory.
Replenish par locations.
Correct par location data errors.
Calculate average par location usage.
Conduct par inventory inquiries.
Delete par locations.
Maintain multiple par locations.

Understanding Par Location Management

The par location functions in PeopleSoft Inventory enable you to establish stock locations that can be replenished without tracking item on-hand quantities and material movement transactions. With par inventory management, you stock par locations with defined optimal item quantities, consume items as necessary, conduct periodic inventory counts to determine replenishment needs, and then run the Create Par Replenishment Requests process (INPGCDMD) to generate orders for items that require replenishment. The par locations might be stockrooms in a warehouse or on a hospital floor, supply closets, exchange carts, moving carts that contain items, automated point-of-service dispensing machines, or trucks that are equipped with the supplies for handling service calls.

Common Elements Used in This Chapter

Distrib. Type (distribution type)	Material stock requests generated for stock-replenished items use the distribution type that you define in the Define Par Location component.
ChartField Overrides	Click to access the ChartField Overrides page, where you can update ChartField and project information at the par location header level. You can override ChartField information for specific par location lines on the Define Par Location - Line page.
Default Quantity Option	Select the type of quantity that you want to enter for par location counts. Define a default value on the Define Par Location - Header page; you can override this value for individual counts on the Count Par Location Levels page. Values are: Count Qty(count quantity): The quantity that is entered during the count is the quantity on hand. The Create Par Replenishment Requests process uses this value to calculate order quantity. Request Qty (request quantity): The quantity that is entered during the count is the quantity that the Create Par Replenishment Requests process should order.
(Par Location) Sort Option	Determines how the system sorts data (by item, compartment, or count order). You can use this sorting option for the lines that appear on the Define Par Location - Line Details page or for the Par Location Count Listing report.

Counting Par Locations

The following diagram illustrates the methods you can use to count the current stock levels within par locations. The stock levels at the par locations can be updated using a manual counting, PeopleSoft Mobile Inventory Management, file-based counting, or EIP-based counting. The Create Par Replenishment Requests process creates a material stock request for stock items, a purchase order for stockless items, and a requisition for nonstock items.

Methods to count current stock levels in par locations

Using the Manual Counting Method

Using only PeopleSoft Inventory components and pages, you can complete a manual count of stock with your par locations. Once you have defined your par locations using the Define Par Location component, the steps include:

Print count sheets using the Create Par Location File process (INS9053).
Perform the count manually using the printed count sheets.
Enter the results into the system using the Count Par Location Levels page.
Run the Create Par Replenishment Requests process to generate orders for items that fall below optimal quantity levels. Based on your par location setup, this process replenishes the par locations using material stock requests, requisitions, or purchase orders.

Using the Mobile Inventory Counting Method

Using PeopleSoft Mobile Inventory Management in combination with PeopleSoft Inventory, you can use mobile devices to conduct periodic inventory counts to determine replenishment needs for each par location. The Mobile Inventory Management application provides tools to integrate mobile devices to the PeopleSoft Supply Chain Management system. Once you have defined your par locations using the Define Par Location component, the steps include:

In PeopleSoft, set up the Installation Options - Mobile Inventory page (Set Up Financials/Supply Chain, Install, Installation Options, Mobile Inventory) and the User Preferences - Mobile Inventory page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory) to define your settings for par location counting in PeopleSoft Mobile Inventory Management.
Use your mobile devices to count the par locations. PeopleSoft Mobile Inventory Management provides two separate task flows to enter count quantities for par locations; Par Count or Par Count Ad Hoc.
In PeopleSoft Inventory, run the Create Par Replenishment Requests process to generate orders for items that fall below optimal quantity levels. Based on your par location setup, this process replenishes the par locations using material stock requests, requisitions, or purchase orders.

See Counting Par Locations Using a Mobile Device.

Using the File-Based Counting Method

Using PeopleSoft Inventory, you can create a file to download to mobile devices and then upload an updated file into PeopleSoft Inventory. Once you have defined your par locations using the Define Par Location component and have installed programs on the mobile devices to accept the file, the steps include:

In PeopleSoft Inventory, create a file of items to be counted using the Create Par Location File process (IN_CART_DNL).
Download the file to a mobile device.
Perform the count on the mobile devices.
In PeopleSoft Inventory, upload the count results into PeopleSoft using the Load Count File process (IN_CART_UPL).
In PeopleSoft Inventory, run the Create Par Replenishment Requests process to generate orders for items that fall below optimal quantity levels. Based on your par location setup, this process replenishes the par locations using material stock requests, requisitions, or purchase orders.

In this method, programs must be written on the mobile device to accept the downloaded file, operate the count procedure, and then to upload the file to a location where it is available to be processed by the Load Count File process. These programs can be developed in-house or purchased from a third-party.

Using the EIP-Based Counting Method

Using PeopleSoft Inventory and PeopleSoft Integration Broker, you can send and receive par location data with a third-party system using EIPs (Enterprise Integration Points). For example, a third-party systems can be a POU (point-of-use) supplier system. Once you have defined your par locations using the Define Par Location component and have set up the Integration Broker components, the steps include:

Use the PAR_LOCATION_SYNC service operation or the PAR_LOCATION_FULLSYNC service operation to send an outbound transaction request containing PeopleSoft Inventory's par location information. You can use the Full Data Publish process (Enterprise Components, Integration Definitions, Initiate Processes, Full Data Publish) to send the outbound transaction request.
The third-party system maintains information for each of its par location items set up in the PeopleSoft Inventory Par Location Definition component.
The third-party system uses the PAR_LOCATION_COUNT service operation to publish an inbound transaction request to PeopleSoft Inventory. This transaction request provides the PeopleSoft system with count quantities for each item in the par locations. To receive count results from your third-party system, load the PAR_LOCATION_COUNT transaction request into the PeopleSoft Integration Broker data tables and then run the Par Location Count process (RUN_INV_PAR_COUNT) within the Integration Broker (SCM Integrations, Process Transactions, Inventory, Par Location Count). Once the data is received, the PeopleSoft system updates the par location count tables.
In PeopleSoft Inventory, run the Create Par Replenishment Requests process to generate orders for items that fall below optimal quantity levels. Based on your par location setup, this process replenishes the par locations using material stock requests, requisitions, or purchase orders.

Par Location Replenishment Methods

PeopleSoft Inventory offers four par location replenishment methods: stock, stockless, nonstock, and not replenished. The method that you use depends upon whether you replenish items from inventory, from PeopleSoft Purchasing, or from other par locations. The Create Par Replenishment Requests process replenishes each item according to the par replenishment option that you specified in the Define Par Location component.

The replenishment method determines how you handle general ledger accounting for par inventory. Stock replenishment transactions post to the general ledger business unit that is associated with the inventory business unit, while stockless and nonstock replenishment transactions post to the general ledger business unit that is associated with the purchasing business unit.

The following diagram illustrates the replenishment methods that you can use to restock par locations. Once a current count of the par locations have been completed, the Create Par Replenishment Requests process creates a material stock request for stock items, a purchase order for stockless items, and a requisition for nonstock items. The material stock request flows through PeopleSoft Inventory demand fulfillment. The purchase order and requisition flow through the PeopleSoft Purchasing system. The requisition created for nonstock items will require approval before a purchase order is created.

Replenishing par locations using material stock requests, purchase orders, and requisitions

Stock Replenishment

Use stock replenishment for par location items that are part of your inventory stock and are replenished from a PeopleSoft Inventory business unit. When item quantity falls below the optimal level, the Create Par Replenishment Requests process creates a material stock request, subtracting any open on-order demand quantity from the material stock request quantity. The process does not evaluate whether sufficient stock exists to fulfill the replenishment request.

Stockless and Nonstock Replenishment

If the installation includes PeopleSoft Purchasing, you can use stockless or nonstock replenishment processing for par location items that are ordered directly through PeopleSoft Purchasing. Stockless and nonstock items might be part of the inventory stock.

The vendor supplies stockless items directly to the par location according to a previously established agreement. When item quantity falls below the optimal level, the Create Par Replenishment Requests process stages a purchase order that requires no approval processing. The process also cancels any backordered quantity that the vendor cannot supply with the first receipt; it does not, however, evaluate whether quantity exists on open purchase orders.

Nonstock items require standard purchase order approval processing. When item quantity falls below the optimal level, the Create Par Replenishment Requests process generates a requisition in PeopleSoft Purchasing. The system then subtracts from the requisition quantity any open on-order quantity that exists on a requisition or purchase order or in receiving.

Not Replenished

Use the Not Replenished option for items stored in par locations that are actual points of use for stock. Rather than running the Create Par Replenishment Requests process for such items, you restock the locations manually using items in replenished par locations. This option is useful when you want to conduct inventory counts in areas that are not true storage locations. For example, you might create a not-replenished par location for use in an operating room to ensure that all of the required instruments and surgical supplies are in place for a given surgical schedule. The system does not generate material stock requests from counts of not-replenished items.

See Also

Creating Requisitions Online

Creating Purchase Orders Online

Creating Par Locations

To define par location groups, use the Define Groups (CART_GROUP_INV) component. To define par locations, use the Define Par Location (CART_TEMPLATE_INV) component.

This section discusses how to:

Define par location groups.
Establish par location header information.
Assign items to par locations and determine replenishment options.
Establish line-level replenishment controls.

Pages Used to Create Par Locations

Page Name	Definition Name	Navigation	Usage
Define Par Location Groups	CART_GROUP_INV	Inventory, Replenish Par Locations, Define Groups	Define codes for par location groups.
Define Par Location - Header	CART_HEADER_INV	Inventory, Replenish Par Locations, Define Par Location, Header Inventory, Replenish Par Locations, Remove Par Location, Header	Define par location header information.
Define Par Location - Line	CART_REPLEN_OPT	Inventory, Replenish Par Locations, Define Par Location, Line Inventory, Replenish Par Locations, Remove Par Location, Line	Assign items to par locations and determine replenishment options.
Define Par Location - Line Details	CART_TEMPLATE_INV	Inventory, Replenish Par Locations, Define Par Location, Line Details Inventory, Replenish Par Locations, Remove Par Location, Line Details	Establish line-level replenishment controls for items in a par location.

Defining Par Location Groups

Access the Define Par Location Groups page (Inventory, Replenish Par Locations, Define Groups).

Enter a description for each physical or logical grouping of par locations. When you define par location attributes on the Define Par Location - Header page, you assign individual par locations to these groups.

Establishing Par Location Header Information

To define par locations, use the Par Location Definition (CART_TEMPLATE_INV) component.

Access the Define Par Location - Header page (Inventory, Replenish Par Locations, Define Par Location, Header).

Delete

Click to remove the par location from the system. This button appears only when you access the page through the Remove Par Location page. In addition, all fields are display-only when you access the page in this manner. You delete only the par location itself; the location that is associated with the par location remains in the system. You cannot delete a par location that has outstanding par location counts.

Copy From Par Location ID

To copy an existing par location's definition, select an ID, then click the Copy Par Location button.

Par Location Group

Assign the location to one of the par location groups that you defined on the Define Par Location Groups page.

Not Replenished

Select to define all of the items in the par location as not-replenished items. This selection overrides the item- or line-level setting.

Location

The par location to which received items are delivered. When you save the page, the system automatically adds this location to the business unit's location address table.

Order Unit

The PeopleSoft Inventory business unit that fulfills demand for items in the par location.

PO Business Unit (PeopleSoft Purchasing business unit)

The PeopleSoft Purchasing business unit that fulfills replenishment requests for stockless and nonstock items. This field is required for stockless and nonstock replenishment.

GL Business Unit

The PeopleSoft General Ledger business unit for this par location. The default value comes from the general ledger unit that you defined on the Inventory Definition - Business Unit Definition page. If you change the default, stock is issued to this par location from a PeopleSoft Inventory unit that reports to a different general ledger unit, and the system records an interunit expensed issue.

Requester

PeopleSoft Purchasing uses this field to build the requisition and purchase order. This field is required for stockless and nonstock replenishment.

Ship To Location

Required for stockless and nonstock replenishment. PeopleSoft Purchasing uses this value to identify the loading dock for receiving shipments.

Defining and Using ChartFields

Deleting Par Locations

Assigning Items to Par Locations and Determining Replenishment Options

Access the Define Par Location - Line page (Inventory, Replenish Par Locations, Define Par Location, Line).

On the Define Par Location-Line page, assign one or more items to this par location. Use the Add icon (plus sign) to insert additional items. Use the View All link to display all of the items within this par location.

Par Replenishment Option	Select a par replenishment option for each item. The Create Par Replenishment Requests process replenishes each item according to the par replenishment option that you specify here. The default value comes from the Inventory Definition - Business Unit Options: Replenishment Options page. The options are: Stock: Replenish the item from PeopleSoft Inventory by creating a material stock request. Stockless: Replenish the item from PeopleSoft Purchasing by creating a purchase order. Non-Stock: Replenish the item from PeopleSoft Purchasing by creating a requisition. Not Replenished: Replenish the item manually using stock from replenished par locations. The system does not generate material stock requests, purchase orders, or requisitions from counts of not-replenished items. See Par Location Replenishment Methods.
Cancel Backorder	(Stock Par Replenishment Option only) Select to cancel backorders automatically when the entire quantity cannot be fulfilled by the PeopleSoft Inventory business unit. The default value is derived from the Setup Fulfillment page or the Setup Item Fulfillment page.
Consolidated Non-Stock	(Non-Stock Par Replenishment Option only) Select to consolidate multiple requisitions onto a single purchase order.
Item ID	Select an item for this par location line. Values depend upon the replenishment option.
Charge Code	(Optional) Select a charge code. Default values are from the Define Business Unit Item - General: Usage page or the Define Item - General: Usage page, depending upon the item's replenishment option.
Replenishment Control	Use this group box to indicate how the Create Par Replenishment Requests process should calculate order quantity when using the Count Qty option on the Count Par Location Levels page. The options are: Par: Order enough of the item to meet the specified optimal quantity: (quantity ordered) equals (optimal quantity) less (count quantity) Fixed Order Qty: (fixed-order quantity) Order the specified fixed-order quantity (FOQ). Important! Do not use the FOQ method when reconciling material usage for items in the par location; because this method always orders more than was used, it may cause misleading reconciliation results. Min/Max: (minimum and maximum) Order enough of the item to meet the specified maximum quantity: (quantity ordered) equals (maximum quantity) less (count quantity). This only applies when count quantity is less than the optimal quantity. Note. Depending upon the item's replenishment method, the Create Par Replenishment Requests process may adjust the optimal quantity, FOQ, and maximum quantity to account for existing on-order quantity.
Count Required	Select this check box to require an exact count quantity for par location counts.
Optimal Qty, FOQ, and Maximum Qty	Enter the item quantity for this par location. The fields available are based on your entry in the Replenishment Control group box.
UOM	Enter the item's unit of measure to be used when the Create Par Replenishment Requests process generates a material stock request, purchase order, or requisition. Note. If this item is used within the Consumer Usage component of PeopleSoft Inventory, then the UOM defined here must be the standard UOM entered on the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General). For stock items, a default value can populate this field as follows: The UOM entered in the Standard Ordering UOM field on the Setup Item Fulfillment page. This UOM must be defined as an ordering UOM on the Units of Measure page. If not, then the system uses: The UOM defined as the Default Req UOM on the item's Units of Measure page. If the Default Req UOM is not defined, then the system uses: The UOM defined as the Default Stocking UOM on the item's Units of Measure page. This UOM must be defined as an ordering UOM; if not, the system uses: The standard UOM defined on the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General). For stockless and non-stock items, the default value that can populate this field is the default UOM of the item's priority 1 vendor. To find this UOM, select the priority 1 vendor for this item using the Purchasing Attributes - Item Vendor page (Items, Define Items and Attributes, Purchasing Attributes, Item Vendor) and then click the Item Vendor UOM link to access the Vendor's UOM & Pricing Info page. The Default check box is selected for one UOM. If an item/vendor combination does not exist, then the default value for this page is the standard UOM from the Define Item - General: Common page.
Compartment	Enter a compartment code to represent a physical storage location in the par location. This information is required if you store an item in multiple places within one par location.
Count Order	Enter a count order to indicate the line's sort order. PeopleSoft Inventory uses this number to sequence items for par location counts.

See Also

Understanding Par Location Management

Tracking Material Usage

Associating Items with UOMs

Defining Charge Codes

Defining and Using ChartFields

Defining Distribution Types

Establishing Line Level Replenishment Controls

To establish line level replenishment controls, use the Par Location Definition (CART_TEMPLATE_INV) component.

Access the Define Par Location - Line Details page (Inventory, Replenish Par Locations, Define Par Location, Line Details).

Par Location Sort Option

Select a radio button in this group box to display par location lines in the desired order. The system renumbers the count order to reflect the sort option.

Charge Markup % (charge markup percentage) and Charge Markup Amt (charge markup amount)

If you use charge markups, you can enter a markup percentage, a flat markup amount, or both.

If you integrate with a third-party billing or costing system, the outbound material usage data includes this information.

Price Markup % (price markup percentage)

Enter a value if you use percentage markups.

When generating material stock requests for stock-replenished items, PeopleSoft Inventory uses this value as the default to determine the transfer price of an inventory issue and applies the markup price to items upon shipment. The system counts the price markup percentage amount as a gain on the transfer.

Transfer Price

Enter a value for stock-replenished items if you use transfer pricing.

Transfer at Zero Cost

Select to ship interunit transfers at zero cost. The source business unit records a loss for the entire cost of the shipped items. This feature enables you to ship promotional or sample items at no cost to the destination par location.

Average Usage

Enter a value or have the Calculate Average Usage process (IN_PAR_USAGE) calculate the average use for stockless, non-stock, and stock-replenished items.

Usage Tracking

Indicate whether items are tracked using a third-party billing or costing system. Select one of the following values:

Billing: Track item usage for patient billing. This method compiles patient and procedure usage information to bill patients directly for items used.

Costing: Track item usage for cost accounting. This method compiles patient and procedure usage information to set procedure costs.

None: Do not track item usage for billing or costing purposes.

Note. Items that are tracked for billing or costing purposes must be assigned charge codes. Items that are also replenished to the par location require counts.

Reconcile

Select to include items in the material usage reconciliation of their par locations. You can only reconcile items that are tracked for billing or costing. In addition, items that are replenished to their par locations must use either the Par or Min/Max replenishment control options.

See Also

Using Transfer Pricing Definitions

Defining Items by Business Unit

Tracking Material Usage

Assigning Items to Par Locations and Determining Replenishment Options

Calculating Average Par Location Usage

Counting Par Location Inventory

PeopleSoft provides four methods to count item quantities at the par locations: manual counting, PeopleSoft Mobile Inventory Management counting, file-base counting and EIP-based counting.

See Counting Par Locations.

Pages Used to Count Par Location Inventory

Page Name	Definition Name	Navigation	Usage
Create Par Location File	RUN_INS9053	Inventory, Replenish Par Locations, Create Par Location File	Generate printed reports or downloadable files of par location items and compartments. This process is used by the manual counting method and the file-based counting method.
Count Par Location Levels	CART_COUNT_INV	Inventory, Replenish Par Locations, Count Par Location Levels	Enter results of manual par location counts. This page is used by the manual counting method.
Service Operations-General	IB_SERVICE	PeopleTools, Integration Broker, Integration Setup, Service Operations, General	Define and activate a service operation. This page is used by the mobile inventory counting method and the EIP-based counting method.
Installation Options - Mobile Inventory	INSTALLATION_MIN	Set Up Financials/Supply Chain, Install, Installation Options, Mobile Inventory	At the installation level, define default values or features available on a mobile page. This page is only used by the mobile inventory counting method.
User Preferences - Mobile Inventory	MIN_USER_TASK_OPT	Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory	At the individual user level, define default values or features available on a mobile page. These entries override the same fields on the Installation Options - Mobile Inventory page. This page is only used by the mobile inventory counting method.
Load Count File	RUN_INS9052	Inventory, Replenish Par Locations, Load Count File	Upload count data that was collected using mobile devices. This process is only used by the file-based counting method.

Generating Printed or Downloadable Par Location Files

To define par location files, use the Create Par Location File (RUN_INS9053) component.

Access the Create Par Location File page (Inventory, Replenish Par Locations, Create Par Location File).

This task is required if you are using the file-based counting method to count par locations; it is optional for the manual counting method. The Par Location File Creation process (IN_CART_DNL and INS9053) sequences par locations alphanumerical and sequences items within each par location according to the sort option that you specified on the run control page. The IN_CART_DNL process produces the flat file; the INS9053 process retrieves the Par Location Count sheet.

Use Average Count as Default	Select to use the average count quantity as the default quantity on the printed report or downloaded file.
Rounding Option	If you selected Use Average Count as Default, indicate how the average usage should be rounded if it is a decimal quantity.
Create File	Select to create a file to download to electronic data collection devices.
Print Listing	Select to print the Par Location Count Listing report, which lists the attributes of each compartment in the specified par locations. You can use this report for manual counts.

Note. Before running the Par Location File Creation process, use PeopleSoft Application Designer to verify that the file layout conforms to any ChartField configuration that is completed in PeopleSoft.

See Also

Calculating Average Par Location Usage

Entering Count Results for the Manual Counting Method

To enter count results for the manual counting method, use the Count Par Location Levels (CART_COUNT_INV) component.

Access the Count Par Location Levels page (Inventory, Replenish Par Locations, Count Par Location Levels).

The Par Count ID field indicates if the system is creating a new count or updating an existing count. When the value of the Par Count ID field isNEXT, then a new count is created at save time. Counts with a status of In Process are not modifiable unless the Par Replenishment process changes the status to Error.

To enter the results of a new manual count in the PeopleSoft database:

Select the options in the Quantity Option group box to indicate that the quantities to be entered are the quantities counted (default) or the quantities requested.
Provide a default count quantity for each item based on its average usage, by selecting Use Average Count as Default and indicate how the quantity should be rounded.

You can override the average count on an item-by-item basis. If you leave this field blank, all item quantities are set to zero. (This is the system default.)
Indicate whether you want to display all items that are stored in the location, only items that are included in the current count, or only items that are not yet included in the current count.
For each item-compartment combination, enter the count quantity or request quantity (depending upon the quantity option), or indicate that you have sufficient stock on hand.

If you select the Sufficient Stock check box for an item, the quantity requested is zero, and the item is not replenished. If the item requires a count, the Sufficient Stock field is unavailable for entry. If you do not want to include the item in this count, deselect the Count check box.

Note. For nonstock items that are stored in multiple compartments, use a single item-compartment line to enter the total quantity for the par location. To prevent the creation of multiple requisitions, either mark all other compartment lines for the item as sufficiently stocked or enter the par quantity. (Because the Create Par Replenishment Requests process decrements the quantity ordered for each line to account for on-order quantity on any previously-generated requisitions for the item, multiple requisitions prevent the par location from receiving sufficient quantity to stock all compartments at par levels.)

Once you have run the Create Par Replenishment Requests process on this new count, you can review and correct errors, when you click the Error Detail link to access the Par Location Count Error log component.

See Also

Calculating Average Par Location Usage

Integrating With a Third-Party Surgical Resource Software Application

Correcting Par Location Data Errors

Using Mobile Inventory Management for Par Location Counting

The PeopleSoft Mobile Inventory Management application provides tools to integrate mobile devices to the PeopleSoft Supply Chain Management system, including par locations in PeopleSoft Inventory. You can use mobile devices to conduct periodic inventory counts to determine replenishment needs for each par location. This enables you to take advantage of the cost savings and efficiency improvements from using mobile devices. Oracle ADF Mobile is used along with the PeopleSoft Integration Broker and PeopleSoft Web Services.

Setting Up Mobile Inventory Management for Par Location Counts

In order to use PeopleSoft Mobile Inventory Management you must complete setup steps within your PeopleSoft environment. These steps configure PeopleSoft Mobile Inventory Management to your specific needs by:

Activating web services.
Setting up default values and mobile screen settings at the installation level and user level.

PeopleSoft Mobile Inventory Management uses web services to integrate your mobile devices with PeopleSoft. The following table lists the web services used for par location counts and the component interface used with the service:

Service Operations	Description	Used by Mobile Tasks	Component Interface
MIN_CART_COUNT_GET	Get Par Locations for Mobile	Par Count Par Count Ad Hoc	CART_COUNT_INV
MIN_CART_COUNT_SAVE	Save Par Locations for Mobile	Par Count Par Count Ad Hoc	CART_COUNT_INV

Service Operations

Description

Used by Mobile Tasks

Component Interface

MIN_CART_COUNT_GET

Get Par Locations for Mobile

Par Count Par

Count Ad Hoc

CART_COUNT_INV

MIN_CART_COUNT_SAVE

Save Par Locations for Mobile

Par Count Par

Count Ad Hoc

CART_COUNT_INV

Set up default values and mobile screen settings at the installation level and user level:

In PeopleSoft, use the Installation Options - Mobile Inventory page (Set Up Financials/Supply Chain, Install, Installation Options, Mobile Inventory) to define your system-level settings for par location counting in PeopleSoft Mobile Inventory Management.
In PeopleSoft, use the User Preferences - Mobile Inventory page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory) to define your user-level settings for par location counting in PeopleSoft Mobile Inventory Management.

For more information on the setup of PeopleSoft Mobile Inventory Management, see the PeopleSoft Mobile Inventory Management PeopleBook.

Using Mobile Inventory Management for Par Location Counting

Before using a mobile device to count par locations, the par locations should be defined in the PeopleSoft Inventory business unit including the items in each par location, the optimal quantity for each item, and how each item should be replenished.

On your mobile devices, PeopleSoft Mobile Inventory provides two separate task flows to enter count quantities for par locations:

The Par Count task flow that enforces the Count Required check box for each item within the par location. If it is necessary to count all required items in the par location, then use the Par Count task flow. The Count Required check box is defined for each item on the Define Par Location - Line page in PeopleSoft Inventory (Inventory, Replenish Par Locations, Define Par Location, Line). If the Count Required check box is selected, then you must enter a value in the Qty field for this item or an error occurs when you save this page.
The Par Count Ad Hoc task flow does not use the Count Required check box. It is used only for informational purposes. The Par Count Ad Hoc task flow enables you to count one or more items within a par location without counting all required items in the location.

Both task flows options display the same input screen.

To count par locations using the Par Count page and a mobile device:

On the PeopleSoft Mobile Inventory main menu, select the Par Count task flow or the Par Count Ad Hoc task flow.
On the Par Count page or the Par Count Ad Hoc, verify the Unit field is the correct inventory business unit.
Scan or enter the par location in the Location field.
Click the Fetch button or tab out of the Location field.
Enter the item quantities in the Qty column.
Click the Save button.

For more information on the counting of par inventory using PeopleSoft Mobile Inventory Management, see the "Counting Par Locations Using a Mobile Device" chapter of the PeopleSoft Mobile Inventory Management PeopleBook.

Uploading Count Results for the File-Based Counting Method

To electronically upload count data for the file-based counting method, use the Load Count File (RUN_INS9052) component.

Access the Load Count File page (Inventory, Replenish Par Locations, Load Count File).

Enter parameters for the Load Count File process (IN_CART_UPL), which loads data into the PeopleSoft Inventory par location count table (CART_CT_INF_INV). You can view the uploaded data on the Par Location Count inquiry page.

Remember, the Create Par Location File process creates the initial file that is downloaded to the mobile devices.

Note. Before running the Load Count File process, verify that the file layout conforms to the ChartField configuration in the PeopleSoft system.

See Also

Conducting Par Inventory Inquiries

Processing Enterprise Integration Points (EIPs)

Sending and Receiving Data Using the EIP-Based Counting Method

You can send par location data to a third-party system using the par location sync EIPs and receive par location count data from a third-party system using the Par Location Count EIP. This integration enables you to exchange applicable par location, item counts, and expected receipt information between PeopleSoft and the third-party system. The par location EIPs are:

Service Operation	Description
PAR_LOCATION_SYNC	An asynchronous outbound service operation that sends incremental par location data to a third-party system.
PAR_LOCATION_FULLSYNC	An asynchronous outbound service operation that sends fully synchronous par location data to a third-party system.
PAR_LOCATION_COUNT	An asynchronous inbound service operation that receives par location count data into PeopleSoft from a third-party system.

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 these EIPs 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.

Service Operation	Direction and Type	Handlers	Chunking Available?	Integrates With
PAR_LOCATION_SYNC	Outbound Asynchronous	ROUTERSENDHDLR	Yes	Third-party systems
PAR_LOCATION_FULLSYNC	Outbound Asynchronous	ROUTERSENDHDLR	Yes	Third-party systems
PAR_LOCATION_COUNT	Inbound Asynchronous	ParLocationCount	No	Third-party systems

If you are sending outbound data using a service operation in PeopleSoft Integration Broker, you may want to set up chunking. If you want to chunk by business unit and par location, then the activated batch publish rule (PAR_LOCATION_SYNC_BU_PAR or PAR_LOCATION_FULLSYNC_BU_PAR ) is used with the BUS_UNIT_PAR_LOCATION chunk rule.

See Also

Setting Up Service Operations

PeopleTools PeopleBook: Integration Broker

PeopleSoft Supply Chain Management Integration PeopleBook

Integrating With a Third-Party Surgical Resource Software Application

Replenishing Par Locations

This section provides an overview of par location replenishment and discusses how to replenish par locations.

Understanding Par Location Replenishment

The Create Par Replenishment Requests process generates orders for items that fall below optimal quantity levels. For stock-replenished items, the process creates a separate material stock request for each business unit that supplies material to a par location. (If a single business unit supplies multiple par locations, the system creates only one stock request.) For stockless or nonstock items, the process creates one staged purchase order and one requisition for each par location.

If you are replenishing stock or nonstock items, before running the Create Par Replenishment Requests process, define automatic numbering for the business units that replenish par locations. For stock items, use the Automatic Numbering page to enable automatic numbering of the material stock requests that are staged in the Demand Interface table (IN_DEMAND); for nonstock items, use the Purchasing Definition - Document Numbering page.

Note. The Create Par Replenishment Requests process uses the current date as the schedule ship date when creating material stock requests. If the business unit requires closure-calendar validation and processing for shipping activities, and if the current date falls on a defined closure date, the system returns the first valid future date as the schedule ship date.

See Also

Understanding Par Location Management

Establishing Operation Closure Dates

Defining Transaction Document Autonumbering Options

Setting Up Automatic Numbering

Page Used to Replenish Par Locations

Page Name	Definition Name	Navigation	Usage
Create Par Replen Requests (create par replenishment requests)	CART_REQ_INV	Inventory, Replenish Par Locations, Create Par Replen Requests	Define parameters for the Create Par Replenishment Requests process.

Replenishing Par Locations

Access the Create Par Replen Requests page (Inventory, Replenish Par Locations, Create Par Replen Requests).

These fields apply to individual par locations, regardless of the par location option:

Create Order Only if No Errors	Select to create replenishment requests only if no items in a par location contain errors. Leave this field blank to create replenishment requests for below-par counts of items in par locations with no validation errors.
Warn if Par Defin Changed (warn if par location definition has changed)	Select to generate a warning if item information from the differs from the par location definition. You can use the Message Log to view the warning message.

Correcting Par Location Data Errors

If you selected Perform Validation on the Inventory Definition - Business Unit Options: Replenishment Options page, the Create Par Replenishment Requests process validates par location data. Use the Count Errors component to correct any errors that the process finds. The next Create Par Replenishment Requests process run generates a material stock request, purchase order, or requisition for the corrected counts.

Replenishing Par Locations

Pages Used to Correct Par Location Data Errors

Page Name	Definition Name	Navigation	Usage
Count Errors 1	CART_ERR_INV	Inventory, Replenish Par Locations, Correct Par Replen Errors, Count Errors 1	Correct basic par location line errors.
Count Errors 2	CART_ERR2_INV	Inventory, Replenish Par Locations, Correct Par Replen Errors, Count Errors 2	Correct par location replenishment option and control value errors.

Calculating Average Par Location Usage

This section provides an overview of average par location usage calculation and discusses how to calculate average par location usage.

Understanding Average Par Location Usage Calculation

The Calculate Average Usage process calculates the average usage of par location items based on their usage history. This value becomes the basis for determining the average par location count, which you can use as the default count quantity when you count par location inventory.

The average usage calculation is (average usage) = (total item usage per count) / (number of par location counts during the specified period), where (total item usage per count) is the full replenishment quantity of the item required for all compartments in the par location that store the item.
The average par location count calculation is (average count) = (optimal quantity) less (average usage).

Page Used to Calculate Average Par Location Usage

Page Name	Definition Name	Navigation	Usage
Calculate Average Usage	CART_USAGE_REQ_INV	Inventory, Replenish Par Locations, Calculate Average Usage	Calculate average usage of non-stock, stockless, and stock-replenished items in a par location.

Calculating Average Par Location Usage

Access the Calculate Average Usage page (Inventory, Replenish Par Locations, Calculate Average Usage).

Number of Days

The system bases the average usage calculation on data from the specific number of days that you enter here. For example, enter 7 to have the Calculate Average Usage process calculate average usage for the previous week.

Delete Count History

Select to have the process delete par location count data from the count interface table after calculating average usage. To keep a history of par location counts, clear this check box.

Conducting Par Inventory Inquiries

This section lists the pages used to conduct par inventory inquiries.

Pages Used to Conduct Par Inventory Inquiries

Page Name	Definition Name	Navigation	Usage
Review Par Locations by Item	CART_ITEM_INQ_INV	Inventory, Replenish Par Locations, Review Par Locations by Item	Search for items across par locations. This page provides a list of all par locations in a business unit that stock a particular item.
Review Par Location Count (inquiry)	CART_COUNT_INQ_INV	Inventory, Replenish Par Locations, Review Par Location Count	View count history for a specific par location and a range of count IDs. This page displays count history for a specific par location. You can use this page in conjunction with the Review Par Locations by Item inquiry page to evaluate whether a par location is likely to have on-hand quantity of an item.

Deleting Par Locations

This section discusses how to delete par locations.

Pages Used to Delete Par Locations

Page Name	Definition Name	Navigation	Usage
Remove Par Location - Header	CART_HEADER_INV	Inventory, Replenish Par Locations, Remove Par Location, Header	View par location header information and delete a par location.
Remove Par Location - Line	CART_REPLEN_OPT	Inventory, Replenish Par Locations, Remove Par Location, Line	View items and replenishment options assigned to a par location.
Remove Par Location - Line Details	CART_TEMPLATE_INV	Inventory, Replenish Par Locations, Remove Par Location, Line Details	View line-level replenishment controls for items in a par location.

Deleting Par Locations

Access the Remove Par Location - Header page (Inventory, Replenish Par Locations, Remove Par Location, Header).

Click the Delete button to remove the par location from the system. All other fields are display-only. You delete only the par location itself; the location that is associated with the par location remains in the system. You cannot delete a par location that has outstanding par location counts.

Maintaining Multiple Par Locations

The Maintain Par Locations component enables you to update information for multiple par locations at once. You can change header or item attributes, or add, replace, or delete an item in all or selected par locations in a business unit.

Note. While you can maintain individual par locations using the Maintain Par Locations component, PeopleSoft recommends that you use the Define Par Location component for this purpose.

This section discusses how to perform par location mass maintenance.

Pages Used for Maintaining Multiple Par Locations

Page Name	Definition Name	Navigation	Usage
Maintain Par Locations	CART_MASS_MAINT	Inventory, Replenish Par Locations, Maintain Par Locations	Modify header or item information for multiple par locations.
Add Item, Change Header Attributes, Change Item Attributes, Delete Item, and Replace Item	CART_MASS_SRCH	Select an action and click the Search link on the Maintain Par Locations page.	Enter selection criteria for the par locations that are to be updated.
Enter Details	CART_MASS_LINE_DTL	Click the Details link on the Maintain Par Locations page.	View or modify item replenishment options.
Enter Details (Usage)	CART_MASS_LINE_USG	Click the Usage link on the Maintain Par Locations page.	View or modify item usage information.
Enter ChartField Overrides	CART_MASS_CFH, CART_MASS_CFL	Click the ChartField Overrides link on the Maintain Par Locations page.	Override par location header or line-level ChartField values.

Performing Par Location Mass Maintenance

Access the Maintain Par Locations page (Inventory, Replenish Par Locations, Maintain Par Locations).

To perform par location mass maintenance:

Enter a business unit and select an update action: Add Item, Change Header Attributes, Change Item Attributes, Delete Item, or Replace Item.
Click the Search link to transfer to the selection criteria page, then enter criteria for the par locations to be updated.

Note. The selection criteria page name and the fields that appear vary according to the action that you selected on the Maintain Par Locations page.
1. Indicate whether you are updating all par locations in the business unit or a specific par location group.
2. If you are adding an item, select a par replenishment option.
  
  The default is the value that you defined on the Inventory Definition - Business Unit Options: Replenishment Options page.
3. Enter the item to be added, modified, replaced, or deleted.
  
  For the Add Item action, values depend upon the replenishment option that you selected; for the other item actions, values include all items that you define for the specified par location group or for all par locations in the business unit.
4. If you are adding an item, select an order unit.
  
  The system adds the selected item only to par locations that match this business unit.
5. If you are adding an item or modifying item or header attributes, you can specify a general ledger business unit that must be matched by par locations that are returned to the Maintain Par Locations page.
  
  Entering a value here also activates the ChartField Overrides link on the main page.
6. For the Add Item action, if you leave the business unit field blank, the new item inherits the general ledger business unit and any ChartField values that you defined on the par location header record.
Enter the header or item information to be updated, using the group box in the center of the page.

The values that you enter in this group box override existing values on the par location records; any fields that you leave blank retain the previously defined values.

Note. The fields in this group box vary depending upon the action that is being performed.

The entries here do not update any outstanding requisitions, purchase orders, or material stock requests.

For the Change Header Attributes and Change Item Attributes actions, you can clear entries when you click the Reset button.
Select par locations to be updated.

The grid at the bottom of the page displays the par locations that match the selection criteria. Select the check box next to each par location that you want to update. To update all of the par locations that appear, click Select All; to clear all selections, click Deselect All.

Change Header Attributes

The default field values for the action of Change Header Attributes come from the Define Par Location - Header page.

You can change par location group assignments by entering a par location group.
If the installation includes PeopleSoft Purchasing, you can change the requester and ship to location.

Note. You cannot make mass changes for location, ordering business unit, or PeopleSoft General Ledger business unit information. To modify these fields, use the Define Par Location component.
Select a default quantity option.
Click the ChartField Overrides link to access the Enter ChartField Overrides page, where you can override par location header ChartField values.

Add Item or Change Item Attributes

To add an item or change item attributes (action of Change Item Attributes or Add Item):

Select a replenishment control method and enter any new quantity options.

For the Add Item action, the default is Par. For Change Item Attributes, there is no default value.
Enter the item quantity for this par location. The fields available (Optimal Qty, FOQ, or Maximum Qty) are based on your entry in the Replenishment Control field.
Enter the item's unit of measure to be used when the Create Par Replenishment Requests process generates a material stock request, purchase order, or requisition. If this item is used within the Consumer Usage component of PeopleSoft Inventory, then the UOM defined here must be the standard UOM entered on the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General).

For stock items, a default value can populate this field as follows:
1. The UOM entered in the Standard Ordering UOM field on the Setup Item Fulfillment page. This UOM must be defined as an ordering UOM on the Units of Measure page. If not, then the system uses:
2. The UOM defined as the Default Req UOM on the item's Units of Measure page. If the Default Req UOM is not defined, then the system uses:
3. The UOM defined as the Default Stocking UOM on the item's Units of Measure page. This UOM must be defined as an ordering UOM; if not, the system uses:
4. The standard UOM defined on the Define Item - General: Common page (Items, Define Items and Attributes, Define Item, General).
For stockless and non-stock items, the default value that can populate this field is the default UOM of the item's priority 1 vendor. To find this UOM, select the priority 1 vendor for this item using the Purchasing Attributes - Item Vendor page (Items, Define Items and Attributes, Purchasing Attributes, Item Vendor) and then click the Item Vendor UOM link to access the Vendor's UOM & Pricing Info page. The Default check box is selected for one UOM. If an item/vendor combination does not exist, then the default value for this page is the standard UOM from the Define Item - General: Common page.
Click the Details link to access the Enter Details page, where you can view or modify item replenishment options.
Click the Usage link to access the Enter Details (Usage) page, where you can view or modify item usage information.
Click the ChartField Overrides link to access the Enter ChartField Overrides page, where you can override line-level ChartField values.
- If you are adding an item and you select Use Defaults here, the new item inherits ChartField values from the par location header record, but entries on this page override these values.
- If you are changing item attributes and you select Use Defaults, the system looks first for line-level ChartField values and then for header-level values. Entries on this page override these values.

Note. When you save the Maintain Par Locations page, the system sets the count order to the maximum value plus one. To change the par location sort option or count order, use the Define Par Location component.

Replace Item

To replace an item use the action of Replace Item and:

Select a par replenishment option for the new item.
Select a replacement item.

Values depend upon the replenishment option.

Delete Item

To delete an item use the action of Delete Item and:

Select the par locations impacted.
Click the Save button.

Understanding Par Location Management

Defining and Using ChartFields

Delete	Click to remove the par location from the system. This button appears only when you access the page through the Remove Par Location page. In addition, all fields are display-only when you access the page in this manner. You delete only the par location itself; the location that is associated with the par location remains in the system. You cannot delete a par location that has outstanding par location counts.
Copy From Par Location ID	To copy an existing par location's definition, select an ID, then click the Copy Par Location button.
Par Location Group	Assign the location to one of the par location groups that you defined on the Define Par Location Groups page.
Not Replenished	Select to define all of the items in the par location as not-replenished items. This selection overrides the item- or line-level setting.
Location	The par location to which received items are delivered. When you save the page, the system automatically adds this location to the business unit's location address table.
Order Unit	The PeopleSoft Inventory business unit that fulfills demand for items in the par location.
PO Business Unit (PeopleSoft Purchasing business unit)	The PeopleSoft Purchasing business unit that fulfills replenishment requests for stockless and nonstock items. This field is required for stockless and nonstock replenishment.
GL Business Unit	The PeopleSoft General Ledger business unit for this par location. The default value comes from the general ledger unit that you defined on the Inventory Definition - Business Unit Definition page. If you change the default, stock is issued to this par location from a PeopleSoft Inventory unit that reports to a different general ledger unit, and the system records an interunit expensed issue.
Requester	PeopleSoft Purchasing uses this field to build the requisition and purchase order. This field is required for stockless and nonstock replenishment.
Ship To Location	Required for stockless and nonstock replenishment. PeopleSoft Purchasing uses this value to identify the loading dock for receiving shipments.

Par Location Sort Option	Select a radio button in this group box to display par location lines in the desired order. The system renumbers the count order to reflect the sort option.
Charge Markup % (charge markup percentage) and Charge Markup Amt (charge markup amount)	If you use charge markups, you can enter a markup percentage, a flat markup amount, or both. If you integrate with a third-party billing or costing system, the outbound material usage data includes this information.
Price Markup % (price markup percentage)	Enter a value if you use percentage markups. When generating material stock requests for stock-replenished items, PeopleSoft Inventory uses this value as the default to determine the transfer price of an inventory issue and applies the markup price to items upon shipment. The system counts the price markup percentage amount as a gain on the transfer.
Transfer Price	Enter a value for stock-replenished items if you use transfer pricing.
Transfer at Zero Cost	Select to ship interunit transfers at zero cost. The source business unit records a loss for the entire cost of the shipped items. This feature enables you to ship promotional or sample items at no cost to the destination par location.
Average Usage	Enter a value or have the Calculate Average Usage process (IN_PAR_USAGE) calculate the average use for stockless, non-stock, and stock-replenished items.
Usage Tracking	Indicate whether items are tracked using a third-party billing or costing system. Select one of the following values: Billing: Track item usage for patient billing. This method compiles patient and procedure usage information to bill patients directly for items used. Costing: Track item usage for cost accounting. This method compiles patient and procedure usage information to set procedure costs. None: Do not track item usage for billing or costing purposes. Note. Items that are tracked for billing or costing purposes must be assigned charge codes. Items that are also replenished to the par location require counts.
Reconcile	Select to include items in the material usage reconciliation of their par locations. You can only reconcile items that are tracked for billing or costing. In addition, items that are replenished to their par locations must use either the Par or Min/Max replenishment control options.

Number of Days	The system bases the average usage calculation on data from the specific number of days that you enter here. For example, enter 7 to have the Calculate Average Usage process calculate average usage for the previous week.
Delete Count History	Select to have the process delete par location count data from the count interface table after calculating average usage. To keep a history of par location counts, clear this check box.