Inquiring and Reporting About On-Hand Stock

This chapter provides an overview of stock reporting and discusses how to:

• View transaction history.

• Inquire about item usage and receipts.

• Use the IN Populate Usage Desktop application engine process.

• Update item usage totals.

• View material usage totals by items, customers, and transactions.

• Check item availability.

• Providing item availability checks to third-party systems.

• View item balances.

• Provide inventory balances to third-party systems.

• Perform stock inquiries.

• Identify slow-moving inventory.

• Use tree-based stock information.

Understanding On-Hand Inventory Reporting

PeopleSoft Inventory provides inquiries and reports to help you track and review business unit information about stock, transactions, and quantity balances. A single record, TRANSACTION_INV, captures all inventory transactions, such as putaway and physical accounting transactions, storage location transfers, material issues and shipments, and quantity adjustments.

Viewing Transaction History

This section discusses how to:

1. View transaction history.

2. Search for transaction history.

Pages Used to View Transaction History

Viewing Transaction History

Access the Review Transaction History page (Inventory, Manage Inventory, Analyze Inventory, Review Transaction History).

The Record field and arrow buttons on the right side of the page provide navigation controls for your selected record set. First, create subsets of data by entering the number of records with which you want to work. The default is 22. If you change the default, click the Search link to refresh the data in the scroll area.

Note. For optimal performance, you should work with fewer than 50 records at a time.

In the five dynamic column headings available in the scroll area, you can choose the transaction attributes that you want to display and the order in which you want them arranged. For example, you might want to see the base quantity of the transaction first, then the transaction group. In this case, select Base Qty (base quantity) in the first list box and Tran Group in the second. PeopleSoft Inventory changes the page display to display your selections. You can change all of the columns using this method to create a custom view of the transactions that have occurred for this item in this business unit.

The Onhand Qty (onhand quantity) column displays a running total of how the transactions affected the item's on-hand quantity balance. The running total appears only if the search parameters include business unit, item ID, area, or date. If you enter the container, lot ID, serial ID, user, or transaction group, the running total does not appear.

Searching for Transaction History

Access the Transaction History Search Criteria page (Click the Search link on the Review Transaction History page).

Only items with a status of Active, Hold, Discontinue, and Inactive are valid and only these values appear in the list of values. To restrict the search, you can enter any combination of the criteria.

See Also

Managing Inventory by Item Status

Understanding the Flow Production Process

Inquiring About Item Usage and Receipts

The Consumer Usage Inquiry component provides material usage for the business unit by consumer; the Usage Desktop enables multilevel inquiry about usage quantities for a business unit-item combination.

• The IN Populate Usage Desktop process (IN_USG_DSKTP) calculates and summarizes item usage information.

• The Usage Desktop Inquiry page displays item usage and transaction data.

  This inquiry page displays usage quantities in period (monthly) buckets for 12 periods. Reorder characteristics appear on the same page to enable you to make comparisons between usage quantities and reorder amounts. The system provides additional drill-down capabilities to navigate to customer usage, transaction type, and transaction-level detail.

  If the item is replenishment planned in the PeopleSoft Inventory business unit, the Include in Replenishment check box is selected and the replenishment method appears. If the replenishment method is Par, then the optimal quantity appears. If the replenishment method is Fixed Order Quantity, then the optimal quantity and fixed order quantity appear. If the replenishment method is Min/Max, then the optimal quantity and the maximum quantity appear.

  If the item has purchasing information defined, the primary vendor for the item and the vendor's default unit of measure (UOM) appear. If you purchased the item from an internal or external source, you can view the last price paid and the average price paid. These prices include material price only. Links are available to take users to the following pages:

  • Item Vendor under Purchasing Attributes (ITM_VENDOR).

    Default item for this inquiry.

  • Item/Vendor Unit of Measure (ITM_VENDOR_UOM_INQ)

    Default item and primary vendor for this inquiry.

  • Item Contract Inquiry

    Default the item ID and primary vendor for this inquiry.

To inquire about item usage:

1. Run the IN Populate Usage Desktop process to update usage information for a particular item, an item category, or all items in the business unit.

2. Use the Usage Desktop Inquiry page to view quantity, replenishment, and supply details.

   Note. Only transactions for which you ran the Create Accounting Lines portion of the Cost Accounting Creation process (CM_CSTAACTG) display usage details, with the exception of non-costed items, for which the Accounting Line Creation process does not create accounting lines.

3. Click the Current Usage Inquiry button to access the Usage Detail Information page, where you select customer- or transaction-related links to drill into further usage detail for the item.

   This button appears to the right of each period at the bottom of the Usage Desktop Inquiry page. If no transaction data exists for this item during the last 12 periods, then the button does not appear. If transaction data is available, click the Current Usage Inquiry button to access the Usage Detail Information page where you can link to the following pages:

   1. The Issue Customer Demand page displays summarized quantities of the item sent to an internal customer. Location code, description, general ledger business unit, department, item usage quantity, and the average monthly quantity appear for the given period.

      You can select any location code to link to a customer shipment inquiry that shows the individual shipments, which make up the period's total.

   2. The Sales Customer Demand page displays summarized quantities of the item sent to an external customer. Customer ID, customer name, item description, item usage quantity, and the average monthly quantity appear for the given period.

      You can select any customer ID to link to a customer shipment inquiry that shows the individual shipments, which make up the period's total.

   3. The Customer Demand page displays summarized quantities of the item sent to any customer (internal or external) in this period.

      You can select any customer ID or location code to link to a customer shipment inquiry that shows the individual shipments, which make up the period's total.

   4. The Transaction Group Usage page displays transaction usage quantities broken down into transaction groups for a particular period.

      Also, you can view details for a specific transaction group by selecting a linked transaction group value to access the Review Transaction History page.

See Also

Tracking Material Usage

Creating Accounting Entries

Using the IN Populate Usage Desktop Application Engine Process

Use the Usage Desktop inquiry pages to view summarized item usage information. When you run the IN Populate Usage Desktop process to update this information, the system:

• Determines each period or month's start and end dates.

• Determines the on-order quantity for the item, based on:

  • Interunit transfers.

  • Purchase orders (and requisitions when selected), if PeopleSoft Purchasing is installed.

  • Production orders (including co- and by-products when selected), if PeopleSoft Manufacturing is installed.

Note. The system calculates and stores quantities using the item's standard UOM for the PeopleSoft Inventory business unit.

• Calculates the usage quantity totals for each period and stores the data in the IN_ITM_MTH_USG table.

• Calculates the monthly quantities for internal and external customers based on shipment transactions (transaction groups 024, 030 − 036) and stores the data in the IN_ITM_SHIP_DTL table.

• Calculates the periodic usage totals by transaction group and stores the data in the IN_ITM_TRAN_QTY table.

  Transactions that decrease on-hand inventory are considered positive usage (+), and transactions that increase the on-hand quantity are considered negative usage (-). The following transactions are included in the summarization:

  • 024 − Customer Returns (-)

  • 026–Expensed Issue Return (-)

  • 030 − Issues (+)

  • 031 − Inter Business Unit Issue (+)

  • 032 − Non Stock Shipments (+)

  • 034 − Shipments on behalf of other business unit (+)

  • 035 − InterCompany Shipment (+)

  • 036 − Interunit Expensed Issue (+)

  • 037 – VMI InterUnit Shipment (+)

  • 038 – VMI Consumption (+)

  • 040 − Physical Accounting (Negative Adj = +; Positive = –)

  • 041 − Cycle Count Adjustments (Negative Adj = +; Positive = –)

  • 042 − IBU Transfers Adjustments (Negative Adj = +; Positive = –)

  • 050 − Adjustments (Negative Adj = +; Positive = –)

  • 051 − Inventory Scrap (+)

  • 052 − Shipping Adjustment (+)

  • 053 – Floor Stock Issues/Ret (Adjust Type : Misc Issue = +; Adjust Type: Misc return = –)

  • 220 − Component Kit (+)

  • 221 − Route to Production Kit (+)

  • 230 − Component Consumption (+)

Note. The system does not provide transaction history detail for the Route to Production Kit transaction (221), because that transaction is not included in the PeopleSoft Inventory tables.

Note. The IN Populate Usage Desktop process is associated with the process group INALL. It can run on both the client and the server.

Updating Item Usage Totals

Run the IN Populate Usage Desktop process to prepare for viewing current item usage data.

See Also

Viewing Item Usage Totals

Page Used to Update Item Usage Totals

Updating Item Usage Totals

Access the Populate Usage Desktop process page (Inventory, Manage Inventory, Analyze Inventory, Populate Usage Desktop).

Usage Summaries

When you select Fiscal Period, the system uses the start and end dates for the current and last 11 periods. When you select Calendar Month, the system uses the first and last date of the current month, and the past 11 months. If you select Current Period/Month Only, the process deletes and processes the current period and leaves the previous 11 months unchanged.

Optional Sources of Supply

If the installation includes PeopleSoft Manufacturing, select Include Co/By-Products to include co- and by-products of the selected items in the on-order quantity calculations.

If the installation includes PeopleSoft Purchasing, select Approved PO Requisitions to include requisitions for the selected items in the on-order quantity calculations.

Viewing Material Usage Totals by Items, Customers, and Transactions

Once you run the IN Populate Usage Desktop process, there are several levels at which you can view material usage totals for an item.

Pages Used to View Material Usage Totals by Items, Customers, and Transactions

Viewing Item Usage Totals

Access the Usage Desktop inquiry page (Inventory, Manage Inventory, Analyze Inventory, Usage Desktop).

Current Usage Inquiry

Click to transfer to the Usage Detail Information page, where you navigate to the additional item usage information pages.

Checking Item Availability

You can use the Item/Product Availability inquiry component to:

• Check for item quantities.

• Define item search parameters.

• View future supply and demand information.

Pages Used to Check Item Availability

Checking for Item Quantities

Access the Item/Product Availability page (Inventory, Manage Inventory, Review Inventory Balance Info, Item/Product Availability).

Starting Qty Available (starting quantity available)	Calculated using options selected on the Availability Inquiry Selection page. If the Incl WIP in Starting Qty option is not selected, the starting quantity available equals the quantity available of the item at the business-unit level (BU_ITEMS_INV.QTY_AVAILABLE). If the Incl WIP in Starting Qty option is selected, the starting quantity available equals the quantity available of the item at the business-unit level (BU_ITEMS_INV.QTY_AVAILABLE), plus the quantity in WIP storage locations. The WIP quantity is calculated by summing the quantity in all WIP storage locations with an inventory status of Open or an inventory status of Hold or Restricted in a business unit for which the Incl Non-Open in Avail option is selected.
First Available Ship Date	The first day on which cumulative ATP is greater than or equal to the quantity requested and on which the date is a valid shipping day based on the business unit calendar. If no date meets these criteria, a message indicates that there is no valid ship date with sufficient quantity to fulfill the requested quantity. Note. If you do not request a quantity on the Availability Inquiry Selection page, the system cannot calculate the first available ship date. In this case, no value appears in either the Qty Requested (quantity requested) or the First Available Ship Date fields.
Sched Date (schedule date)	The scheduled date for which orders for expected supply and demand have been summarized. The earliest schedule date is the current date. All supply or demand order lines with schedule dates before the current date are included in the schedule date equal to the current date. The first date listed in the Summary Information grid is always the current date, even if there is no scheduled demand or supply for the current date.
Cumulative ATP (cumulative available to promise)	Indicates the cumulative ATP quantity calculated for each schedule date.
Available Qty (available quantity)	The running total of the available quantity for each schedule date. The quantity listed as the starting quantity available is used as a starting point. Note. Because quantity in WIP locations is reserved, it is not included in the starting quantity available, unless you select Incl WIP in Starting Qty.
WIP Available Qty (work-in-process available quantity)	If you select the Dependent Demand option but not the Incl WIP in Starting Qty option on the Availability Inquiry Selection page, the system subtracts the quantity representing demand due to a production order from the WIP quantity. Once this value reaches 0, dependent demand is fulfilled by the available quantity. This column does not appear if the Dependent Demand option is not selected or the Incl WIP in Starting Qty option is selected.
Total Demand Qty (total demand quantity)	The total demand for the schedule date. This field appears if the Dependent Demand option is not selected on the Availability Inquiry Selection page and represents finished good demand (demand from sales orders and other stock requests). If the Dependent Demand option is selected, the Finished Good Demand Qty (finished good demand quantity) and the Dependent Demand Qty (dependent demand quantity) columns replace this one.
Finished Good Demand Qty (finished good demand quantity)	If you selected the Dependent Demand option on the Availability Inquiry Selection page, this column tracks the demand quantity for order lines representing total demand from sales orders and other stock requests but not from production orders. In this case, the Total Demand Qty (total demand quantity) column does not appear.
Dependent Demand Qty (dependent demand quantity)	If you selected the Dependent Demand option on the Availability Inquiry Selection page, this column summarizes by schedule date the total dependent demand due to a production order. In this case, the Total Demand Qty (total demand quantity) column does not appear.
Total Supply Qty (total supply quantity)	Summarizes the expected supply by schedule date.
Details	Click to access the Availability Detail page, where you can view detailed demand and supply information.

Defining Item Search Parameters

Access the Available Inquiry Selection page (Click the Search link on the Item/Product Availability page).

If you do not enter a product ID, you must enter an item ID. You can click the Transfer button next to the Item ID field to access a transfer page of item-related links.

Optional Sources of Demand

Select the options in this group box to add additional sources of demand when calculating item availability. The default values come from the Setup Fulfillment- ATP Reservations page.

Optional Sources of Supply

Select the options in this group box to add additional sources of demand when calculating item availability. The default values come from the Setup Fulfillment- ATP Reservations page.

Viewing Supply and Demand Information

Access the Availability Detail page (Click the Detail link on the Item/Product Availability page).

Sched Date (schedule date)	The date the item or product is to be issued from the business unit (for demand) or is to arrive at the business unit (for supply).
Order No (order number)	The sales order number in PeopleSoft Order Management, the material stock request in PeopleSoft Inventory, the purchase order or requisition number in PeopleSoft Purchasing, or the production ID for production orders in PeopleSoft Manufacturing.
Line	The order line number for the sales order, material stock request, purchase order, or requisition.
Ship Cust/Vendor (ship to customer/vendor)	For demand, this field indicates the customer, internal department, or business unit that requested the order, if applicable. For supply, this field indicates the vendor that is fulfilling the order or the business unit that requested the order, if applicable.
Source	The demand source for both demand and supply orders. Returns are not counted as supply.
Demand Qty (demand quantity)	The amount to be shipped or issued from the business unit in the item's standard UOM. This amount is subtracted from the available quantity.
Supply Qty (supply quantity)	The amount scheduled to arrive at the business unit in the item's standard UOM. This quantity is added to the available quantity.
Available Qty (available quantity)	The running total of the available quantity for each schedule date. The quantity listed in the Starting Qty Available field is the starting point. A negative available quantity for a finished good demand line (that is, a sales order or material stock request line) indicates that the order is in danger of missing its scheduled ship date. Note. Because quantity in WIP locations is reserved, it is not included in the starting quantity available, unless you select the Incl WIP in Starting Qty option.
Pegged Quantity	The amount pegged to demand for the business unit, in the item's standard UOM. This quantity is subtracted from the available quantity.
WIP Available Qty (work-in-process available quantity)	If you select the Dependent Demand option, but not the Incl WIP in Starting Qty option on the Availability Inquiry Selection page, this column displays the running balance of WIP quantity; once this value reaches 0, dependent demand is fulfilled by the available quantity.

See Also

Demand Sources

Calculating Available-To-Promise Quantity

Providing Item Availability Checks to Third-Party Systems

The Product Availability request/response business interlink (PSPRODAVAIL) enables a requesting third-party or another PeopleSoft database to confirm the current available quantity for an item, view the cumulative available-to-promise (ATP) quantity for future dates, and view future demand and supply information for the item. This business interlink can be integrated with the PeopleSoft CRM Order Capture database.

To set up a business interlink, use PeopleTools to:

• Enter the correct merchant URL on the Business Interlink definition.

• Enter the correct userid/password on the Business Interlink definition. This userid /password should be the same as the userid/password defined for the web profile.

Product Availability Integration Point

The Product Availability EIP is an outbound synchronous service operation that contains an unstructured message used to synchronously call the ProductAvailability XMLLink.

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 instructions in the PeopleSoft Supply Chain Management Integrations 9.1 PeopleBook, "Implementing Integrations" chapter, Setting Up Service Operations section.

Viewing Item Balances

This section discusses how to:

• View item balances by all units.

• View item balances by unit.

• View item balances by location.

• View negative balances.

• View negative balances by unit.

• View negative balances by lot.

• View negative balances by location.

• Create the Negative Balance report.

• Create the Stock Status report.

Pages Used to View Item Balances

Viewing Item Balances by All Units

Access the Item Balance by All Units page (Inventory, Manage Inventory, Review Inventory Balance Info, Item Balance by All Units).

The system displays all the business units in which the item is defined. Click the linked business unit value to access the Item Balance by Unit page, where you view additional quantity balance information for a specific business unit. The quantity information is summed for all business units.

Viewing Item Balances by Unit

Access the Item Balance by Unit page (Inventory, Manage Inventory, Review Inventory Balance Info, Item Balance by Unit).

Quantity On Hand	Displays the entire item quantity for this business unit, including, quantity that has been soft-reserved, hard-allocated, available stock, and staged for shipping.
Qty Available	Displays the quantity available in this business unit to fulfill demand. This is the total quantity on hand less the quantity reserved and allocated.
Qty Reserved	Displays the item quantity that is reserved and allocated for this business unit.
Qty Open Peg	Displays the total peg quantity less any completions for this business unit and item ID combination. A completion is a peg quantity that has been received and putaway into the Inventory business unit. The open peq quantity in this field displays the amount of incoming stock that is currently pegged to fulfill existing demand. See Pegging Supply and Demand.
History Information	The dates of the last adjustment, last putaway, and last order that affected the quantity balance.
Item Balance By All Units	Access quantity balance information across all business units in which the item is defined.
Item Balance By Location	Access quantity balance information across storage locations in a specific business unit.
Item Fulfillment Status	Access the fulfillment status of orders for the selected item.

Viewing Item Balances by Location

Access the Item Balance by Location page (Inventory, Manage Inventory, Review Inventory Balance Info, Item Balance by Location).

This page displays item quantities in a business unit and within the material storage locations.

Note. You can confirm the value for the Quantity On Hand field that appears on the Item Balance by Unit page by adding the item quantities in the Qty Storage column, the Qty Reserved column, and the Total Staged for Shipping field.

Viewing Allocated Items by Location

Access the Allocated Items by Location page (Click the Qty Reserved link on the Item Balance by Location page or the Inventory Inquiry by Location Details page).

This page displays the item quantities allocated to a demand line at the materials storage location level.

Quantity Details tab

Pegged Quantities

This page displays two field for pegging; Qty Pegged and Qty Complete. It is important to understand that the quantities displayed in these fields are by demand line and not by the combination of demand line/material storage location. The pegged quantities shown can be greater than the reserved or on-hand stock for the displayed material storage location. For example, demand line 1 of an order has 100 units of item ID 10002. All 100 units have been pegged to an incoming purchase order. When the purchase order is received and the stock is putaway into the inventory business unit, 100 units of item ID 10002 are allocated to fulfill the pegged demand line. To fulfill this demand line, the system allocated stock from multiple material storage locations; 50 units were allocated in Area2/1/1, 30 units were allocated in Area4/2/8, and 20 units were allocated in Area1/6/4. However, when you look at the Allocated Items by Location page for item ID 10002 and material storage location Area2/1/1, you see a Qty Reserved of 50 units, and a Qty Complete of 100 units (the entire demand line's completed peg). The Qty Pegged field would also display 100 units. For more information on pegging, see the PeopleSoft Supply Chain Management 9.1 Common Information PeopleBook.

See Pegging Supply and Demand.

Lot/Serial/Container tab

Displays the staged dates and IDs for lot, serial, and storage container for this allocation.

Pick Batch/WIP Location tab

This section displays all orders that have been allocated to this material storage location. The allocation type of standard, pre-allocations, or lot-allocations is shown in the Allocation column. For allocated orders that are in the picking stage of demand fulfillment, this tab displays the pick batch ID and pick line. For production IDs from PeopleSoft Manufacturing, the work in progress (WIP) location is displayed, if applicable.

Viewing Negative Balances

Access the Negative Balances page (Inventory, Manage Inventory, Review Inventory Balance Info, Negative Balances).

See Also

Monitoring Inventory Quantity Balances

Managing Inventory by Item Status

Using the Inventory Stock Levels EIP

The Inventory Stock Levels (IN_STOCK_LEVELS) EIP is a synchronous outbound service operation to notify third-party systems of the current inventory stock levels.

Setting Up the ASN EIP

To set up the IN_STOCK_LEVELS EIP:

• 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 message attached to this service operation is unstructured. You need to define the message before using the 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. To set up this service operation:

See Also

Setting Up Service Operations

PeopleTools PeopleBook: Integration Broker

Providing Inventory Balances to Third-Party Systems

PeopleSoft provides the following enterprise integration points (EIPs) for transferring inventory information to third-party systems:

Inventory Balance Notification Integration Point

The Inventory Balance Notification EIPs are outbound asynchronous service operations that sends the Inventory business unit's current inventory levels to each vendor. This information is used by the vendor to determine stock replenishment quantities. These EIPs extract stock quantities (including quantity available, quantity reserved, quantity on hand, and quantity owned) from the BU_ITEMS_INV record for specified items in the business unit and relays this information to the vendor.

This integration point includes the following service operations:

Both service operations meet the X.12 EDI requirements of the 846 − Inventory Inquiry/Advice transaction set. To publish the EDI transaction as a flat file, you must set up a batch publish rule for the application message using the Batch Publish Rule component in PeopleSoft Components.

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 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 PeopleTools PeopleBook: Integration Broker

Inventory by Location Integration Point

The Inventory Balance By Location Request EIP is an inbound synchronous service operation that enables a third-party system or another PeopleSoft database to inquire on item balances by material storage locations. The service operation has an option that allows the item balance information to be presented in summary, or, in detail, with visibility to serial ID and lot ID information.

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 instructions in the PeopleSoft Supply Chain Management Integrations 9.1 PeopleBook, "Implementing Integrations" chapter, Setting Up Service Operations section.

Within the service operation, service, and version, attach both the INVENTORY_BY_LOC_REQ and INVENTORY_BY_LOC_RSP messages for request and response.

See Setting Up Service Operations.

See PeopleTools PeopleBook: Integration Broker

Inventory Item Balance using PeopleSoft Business Interlink

The Inventory Item Balance request/response business interlink (IN_ITEM_BALANCES and RF_IN_ITEM_BALANCES) sends item availability and storage location information to third-party systems. This request/response business interlink provides visibility to stock levels and can be used by third parties as well as another PeopleSoft database. The interlink has options that enable the requesting side to view information for a single item in SetID summary or in detail by distribution network and business unit with further details by storage location. The RF_IN_ITEM_BALANCES business interlink can be integrated with the PeopleSoft CRM Field Service database.

You can publish:

• Availability for a single item or for multiple items.

• Availability for a single storage location or for locations in all business units in the distribution network.

• Location status information that shows quantities and flags for locations.

To set up a business interlink, use PeopleTools to:

• Enter the correct merchant URL on the Business Interlink definition.

• Enter the correct userid/password on the Business Interlink definition. This userid /password should be the same as the userid/password defined for the web profile.

See Also

PeopleTools PeopleBook: Integration Broker

PeopleSoft Supply Chain Management Integration PeopleBook

Performing Stock Inquiries

This section discusses how to:

• Inquire by item.

• Inquire by lot.

• Inquire by area.

• Inquire by area details.

• Inquire by location.

• Inquire by location details.

See Also

Monitoring Inventory Quantity Balances

Managing Item Lots

Pages Used to Perform Stock Inquiries

Viewing Inventory Inquiry by Location

Access the Inventory Inquiry by Location page (Inventory, Manage Inventory, Review Inventory Balance Info, Inventory by Location, Inventory Inquiry by Location).

For an inventory business unit, view the stock within a specific material storage location. Each item stocked is identified by item ID, item description, and the quantity. The quantity includes available quantity, reserved quantity, and allocated quantity. Select the Item ID link to access the Inventory Inquiry by Location Details page where you can view details about a particular item within this material storage location.

Viewing the Location Details for an Item

Access the Inventory Inquiry by Location Details page (Click the linked value in the Item ID column on the Inventory Inquiry by Location page).

Quantity	Displays the item quantity located in the material storage location, including available quantity, soft-reserved quantity, and hard-allocated quantity.
Quantity Available	Displays the quantity available to fulfill demand plus the soft-reserved quantity.
Qty Reserved	Displays the allocated quantity for this material storage location. This is the quantity that has been hard-allocated to fulfill a specific order, such as a material stock request or a sales order. Click the quantity link to access the Allocated Items by Location page where you can view the quantity that has been allocated to specific orders as well as pegged quantities and item attributes. See Viewing Allocated Items by Location.

Identifying Slow Moving Inventory

This section discusses how to use the Slow Moving Inventory report parameters to identify stock rarely involved in inventory transactions.

Page Used to Identify Slow Moving Inventory

Defining Slow Moving Inventory Report Parameters

Access the Slow Moving Inventory process page (Inventory, Manage Inventory, Reports, Slow Moving Inventory).

Number of Transactions	Sorts by the number of demand transactions. Items with the fewest demand transactions are at the top of the list.
Number of Units Transacted	Sorts by the number of units transacted. Items with the fewest units transacted are at the top of the list.
Demand Value Transacted	Sorts by demand transaction value. Items with the smallest demand transaction valuation are at the top of the list.

Using Tree-Based Stock Information

You can build graphical trees that depict hierarchical relationships among business objects. Trees, based on the use of nodes and leaves, logically group together defined values to represent any business object, such as accounts, projects, items, or item groups.

Graphical trees relate to management reporting. Using the Tree Editor, you can represent and model business objects that serve as reporting criteria in a hierarchical business relationship. You can maintain the tree node and its leaves (detail values) in the graphical tree. Report maintenance is performed in one centralized location.

You can use tree-based criteria to drive management reporting. As part of its demonstration data, PeopleSoft Inventory provides a tree-driven stock inquiry report under the tree name STOCK_AVAILABILITY. Using this tree, you can launch the report INC9305–IN IBU Stocking Query. This report displays the available stock quantity and annual demand for each item within the chosen business unit. This report is written in Oracle BI Publisher using the XMLP report name INX9305.

You can use the STOCK_AVAILABILITY tree as a template to build the PeopleSoft Inventory business unit configuration. For example, if you want to know the on-hand stock quantities for all business units beneath a certain node, you select the tree node and access leaf containing the business unit for which you want availability information.

Page Used with Tree-Based Stock Information

Using Tree Manager

Access the Tree Manager page (Tree Manager, Tree Manager).

Click the Edit Data button to display the Inv Business Unit Definition page or the BUS_UNIT_TREE_INV page where you can launch the report INC9305–IN IBU Stocking Query to display the available stock quantity and annual demand for each item within the chosen business unit. This report is written in Oracle BI Publisher using the XMLP report name INX9305.

See Also

PeopleSoft Tree Manager PeopleBook