PeopleSoft Supply Planning 9.1 PeopleBook

Committing PeopleSoft Inventory Updates

This chapter provides an overview of the PeopleSoft Inventory updates business process and discusses how to:

Review PeopleSoft Inventory post errors.
Approve PeopleSoft Inventory updates.
Apply PeopleSoft Inventory updates.
Review applied PeopleSoft Inventory errors.

Understanding the PeopleSoft Inventory Updates Business Process

When you run the Post Updates process (PL_POST), it generates inventory recommendations, updates, and post errors. At that time you can review, analyze, approve, and apply those inventory updates to PeopleSoft Inventory.

You can manage the PeopleSoft Inventory updates from PeopleSoft Supply Planning after you run the Post Updates process.

To process PeopleSoft Inventory updates:

Review the errors that occurred during the Post Updates process using the Review Inventory Post Errors component.

When you run the Post Updates process, the system finds errors. The system generates error messages when the situation in PeopleSoft Inventory has changed from the last time that the PeopleSoft Supply Planning update was initiated. For example, PeopleSoft Supply Planning suggests canceling an interunit order, but the interunit order has already been completed in PeopleSoft Inventory.
(Optional) Review and approve the recommended PeopleSoft Inventory updates using the Approve Inventory Updates component.

Use this component to manually approve the updates that you want to apply to PeopleSoft Inventory. You can automatically approve all of the changes during the Post Updates process.
Apply the approved PeopleSoft Inventory updates to PeopleSoft Inventory by initiating the IN Apply Planning Messages COBOL process (INPAPLAN) using the Apply Inventory Updates component.
Review the errors that occurred from the IN Apply Planning Messages COBOL process using the Review Apply Inventory Errors component.

When you apply the PeopleSoft Inventory updates and the system finds data errors, the system generates error messages. These error messages might have been generated because a change in the production data occurred since you ran the IN Apply Planning Messages process or because a business rule violation occurred, such as an invalid intercompany setup.

Using PeopleSoft Inventory, you can manage these types of updates from PeopleSoft Supply Planning:

Creation of interunit transfer orders.
Cancelation and reschedule of interunit transfer orders and internal and external material stock requests.
Frozen interunit transfers and material stock requests.
Changes in demand priority associated with an interunit transfer.

Prerequisites

Before you begin to review and apply inventory updates, you must:

Generate the supply plan.
Run the Post Updates process.

Common Elements Used in This Chapter

	Click the Item Search button located next to the Item ID field to access a transfer page of item-related links. On the transfer page, click the Item Search link to search for items using the Item Search Criteria page Note. Link options on transfer pages vary depending on the component and the item with which you are working. Note. Only items with a status of Active or Discontinue are valid.
Interunit	Select to view interunit order errors or updates that are associated with the search criteria that you selected.
Internal/External	Select to view internal or external material stock request errors or updates that are associated with the search criteria that you selected.
Planned	Select to include planned order-type errors in the search results for PeopleSoft Inventory errors.
Existing Order	Select to include existing order-type errors in the search results for PeopleSoft Inventory errors.
From and To	Select dates to include in the search criteria for the schedule date and schedule arrive date errors.

Reviewing PeopleSoft Inventory Post Errors

This section discusses how to:

Search for PeopleSoft Inventory post errors.
Review PeopleSoft Inventory post error details.

Pages Used to Review PeopleSoft Inventory Post Errors

Page Name	Definition Name	Navigation	Usage
Review Inventory Post Errors - Search	DEM_EXC_SRC_INV	Supply Planning, Commit Plan, Inventory, Review Inventory Post Errors, Search	Define the search criteria for the inventory post errors that you want to review.
Review Inventory Post Errors - Details	DEM_EXC_SUM_INV	Supply Planning, Commit Plan, Inventory, Review Inventory Post Errors, Details	View the details of an inventory post error that occurred during the Post Updates process.

Searching for PeopleSoft Inventory Post Errors

Access the Review Inventory Post Errors - Search page (Supply Planning, Commit Plan, Inventory, Review Inventory Post Errors, Search).

Select the search criteria for the inventory post errors that you want to view. Select Plan Unit Group or Unit, Request Type, Order Type, and Error Type. To narrow the error selection, you can select any of the other search fields: Planner Cd (planner code), Item ID, Schedule Date(scheduled shipped date), and Schedule Arrive (scheduled arrival date).

Error Type

Cancel/Delete/Closed	Select to view cancelation, deletion, and closure errors that occurred in PeopleSoft Inventory and are associated with the search criteria that you selected.
Order Changed	Select to view order change errors that are associated with the search criteria that you selected. The order in PeopleSoft Inventory changes after being loaded into PeopleSoft Supply Planning.
Within Tolerance	Select to view tolerance errors that are associated with the search criteria that you selected. When you run the Post Updates process, you can decide how the system should handle the updates pertaining to the reschedule of orders that are within tolerance. One of the options is to post an error if the reschedule update is invalid. See Posting PeopleSoft Supply Planning Updates to the Transaction System.
Quantity Changed	Select to view quantity change errors that are associated with the search criteria that you selected. Quantity change errors occur if the order quantity on existing inventory transactions in the PeopleSoft Inventory system do not match the order quantity on the update message from PeopleSoft Supply Planning.
Previously Converted	Select to view previously converted errors that are associated with the search criteria that you selected. These types of errors occur if, for example, a planned interunit transfer is created but not applied before the interunit transfer is brought back into PeopleSoft Supply Planning. The next time that you run the Post Updates process, the interunit transfer order may have already been converted into an actual interunit transfer order from the last run. This could produce a doubling of the interunit transfer order in the system.
Open Pegs	Select to include updates to orders that are pegged to unfulfilled demand. The default value for the field is deselected.

Reviewing PeopleSoft Inventory Post Error Details

Access the Review Inventory Post Errors - Details page (Supply Planning, Commit Plan, Inventory, Review Inventory Post Errors, Details).

When this page initially appears, all of the post errors that meet the selection criteria appear on the page. You can view more information pertaining to the error by selecting the different tabs—Exception Details, Description, Order, Dates, and Configuration Code—within the page.

Message Text

The system displays error message text that is associated with each error message. Messages are:

Cannot be Applied Due to Cancel, Delete, Close, Ship, or Hold.
Cannot be Applied Due to Order Change.
Order was Rescheduled Within Tolerance.
Planned Order was Previously Converted.
Quantity Changed in Planning Engine

Approving PeopleSoft Inventory Updates

This section discusses how to:

Select PeopleSoft Inventory updates for review.
Review and approve PeopleSoft Inventory updates.

Pages Used to Approve PeopleSoft Inventory Updates

Page Name	Definition Name	Navigation	Usage
Approve Inventory Updates - Search	DEM_CHG_SRC_SPL	Supply Planning, Commit Plan, Inventory, Approve Inventory Updates, Search	Define the search criteria for the PeopleSoft Inventory updates that you want to review.
Approve Inventory Updates - Summary	DEM_CHG_SUM_SPL	Supply Planning, Commit Plan, Inventory, Approve Inventory Updates, Summary	Review and approve PeopleSoft Inventory updates that you want to apply to PeopleSoft Inventory.
Message Detail	DEM_CHG_MSD_SPL	Click the Details button next to an update on the Approve Inventory Updates - Summary page.	View the message details for a particular PeopleSoft Inventory update.

Selecting PeopleSoft Inventory Updates for Review

Access the Approve Inventory Updates - Search page (Supply Planning, Commit Plan, Inventory, Approve Inventory Updates, Search).

The Search page enables you to define a variety of selection criteria on which to base the search for inventory information. Select the search criteria for the PeopleSoft Inventory updates that you want to review. You must select a Plan Unit Group or Unit or a Destination Unit Group or Destination Unit. Also, you must select at least one message type, approval type, planning status, and order type for the search criteria.

To limit the update selection, you can select any of the other search fields including Source Planner or Destination Planner, Item ID, Category, Item Group, Item Family, Utilization Type, Schedule Date (scheduled shipped date), Schedule Arrive (scheduled arrival date), orPriority.

If a default value planning instance has been associated with a user, the system automatically displays the business unit group assigned to that planning instance. If there is not a default business unit group, the system uses the business unit defined as the user's preference.

Click the Search button to retrieve inventory updates that match the selection criteria. The system displays a message if it does not find inventory updates based on the criteria that you enter.

To save the selection criteria that you define, enter a name for the criteria in the Use Saved Search field and click the Save Search Criteria button at the bottom of the page. After saving search criteria, you can select it from the list of values. You can also delete saved searches by selecting the saved search and then clicking the Delete Search Criteria button.

Message Type

Planned	Select to view updates directing PeopleSoft Inventory to create planned interunit transfers. The system selects this check box by default when the page initially appears.
Reschedule In	Select to include updates in the search results where inventory orders have been rescheduled to an earlier date.
Reprioritize	Select to include updates that have been reprioritized in PeopleSoft Supply Planning.
Canceled	Select to include updates with cancellations to inventory orders.
Reschedule Out	Select to include updates in the search results where inventory orders have been rescheduled to a later date.

Approval

Unapproved	Select to include updates in the search results that were not approved in previous review sessions. The system selects this check box by default when the page initially appears.
Approved	Select to include inventory updates that were previously approved but not processed.

Planning Status

Expedite	Select to include inventory updates in the search results that are required before the planning time fence.
Cutoff	Select to include updates for items that have updates beyond the action message cutoff fence that is defined for the item.
Accepted	Select to include updates that are between the planning time fence and the action message cutoff fence.

Order Type

Interunit	Select to include interunit order errors or updates in search results that are associated with the search criteria that you selected.
Internal/External	Select to include internal or external material stock request errors or updates that are associated with the search criteria that you selected.

Pegging

Open Pegs	Select to include updates to orders in the search results that are pegged to unfulfilled demand. The default value for this check box is deselected.
No Open Pegs	Select to include updates to transfer orders that are pegged to unfulfilled demand.

Priority

From	Enter a numerical value that you want to use as the start of a range of priority numbers to include in the search results. Priority values define the priority that the planning engine uses to consider a sourcing option to meet demand. The system returns inventory updates where the sourcing template priority matches the values contained in the range of number that you enter.
To	Enter a numerical value to use as the end of a range of priority numbers. The default value for the field is 999. You can enter a lower number.

Status

Within Tolerance and Outside Tolerance

Select to view transfer order reschedules that are within and outside tolerance. If you select the options, the system displays any updates that fall within the schedule in and out of tolerances that are defined for the items selected. The reschedule in factor sets the tolerance for updates to move an order to an earlier date.

The reschedule out factor sets the tolerance for updates to move an order to a later date. PeopleSoft Supply Planning uses these factors to determine how orders within tolerance are processed by the Post Updates process. Orders within tolerance can be automatically approved, marked as a valid change pending approval, considered an exception, or ignored all together.

Processed

Select to include updates in the search results that were previously approved and processed. In this case, these updates and the inventory data have been updated with recommended changes from PeopleSoft Supply Planning.

Planned Order Violations

Violations

Select an option for processing planned transfer orders. Values are:

Exclude Violated: Excludes planned transfers with violations.
Only Violated: Includes only planned transfers with violations.
Both: All planned transfers.

Reviewing and Approving PeopleSoft Inventory Updates

Access the Approve Inventory Updates - Summary page (Supply Planning, Commit Plan, Inventory, Approve Inventory Updates, Summary).

When this page initially appears, all of the updates that meet the selection criteria appear on the page. You can view more information pertaining to the update by selecting the different tabs—Message Detail, Status, Item Information, Order, and Shipping Details—within the page.

	Click the Approve All button or link to approve all of the updates that appear.
	Click the Reset Approval button or link to clear all of the updates that are already approved.
Refresh	Click to update the Message Summary grid so that you can view the planned transfers that were added when you added planned transfers.
Approved	Select this check box next to an individual update to approve that update.
Details	Click to view all of the details for a particular update. When you click this button, the Message Detail page appears.

Applying PeopleSoft Inventory Updates

This section discusses how to apply PeopleSoft Inventory updates.

Page Used to Apply PeopleSoft Inventory Updates

Page Name	Definition Name	Navigation	Usage
Apply Inventory Updates - Apply Planning Messages	DEM_CHG_REQ_INV	Supply Planning, Commit Solution, Inventory, Apply Inventory Updates, Apply Planning Messages	Initiate the IN Apply Planning Messages COBOL process that processes the PeopleSoft Inventory updates that you have approved. This process applies the updates so that PeopleSoft Inventory can act on the suggestions made by PeopleSoft Supply Planning.

Applying PeopleSoft Inventory Updates

Access the Apply Inventory Updates - Apply Planning Messages page (Supply Planning, Commit Solution, Inventory, Apply Inventory Updates, Apply Planning Messages).

Planner Code

Select All or Single for the source and destination planner codes. If you select Single, enter the planner code in the field that is provided; only those items belonging to that planner are processed.

Item Selection

Select All or Single for the item. If you select Single, enter the item number in the field that is provided.

Reviewing Applied PeopleSoft Inventory Errors

This section discusses how to review applied PeopleSoft Inventory updates and errors.

Pages Used to Review Applied PeopleSoft Inventory Errors

Page Name	Definition Name	Navigation	Usage
Review Apply Inventory Errors - Review Planning Exceptions	DEM_CHG_EXC_INV	Supply Planning, Commit Plan, Inventory, Review Apply Inventory Errors, Review Planning Exceptions	Review the PeopleSoft Inventory updates that have been applied to the system through the IN Apply Planning Messages COBOL process. This page displays the errors that occurred for a particular update and also displays the updates that were processed successfully.
Exception Detail	DEM_CHG_EXD_INV	Click the Details link next to an update on the Review Apply Inventory Errors - Review Planning Exceptions page.	View the order details of a specific PeopleSoft Inventory error or processed update.

Reviewing Applied PeopleSoft Inventory Updates and Errors

Access the Review Apply Inventory Errors - Review Planning Exceptions page (Supply Planning, Commit Plan, Inventory, Review Apply Inventory Errors, Review Planning Exceptions).

When this page initially appears, all of the updates and errors that were processed by the IN Apply Planning Messages process appear. You can view more information pertaining to the error or update by selecting the different tabs—Planning Exceptions and Exception Details—within the page.

Planning Exceptions Tab

Type	The system displays the type of message for each update or error. Values are: Cancel New Priority Reschedule
Status	The system displays the status of the message or error. Values are: ICT Inval: Intercompany setup invalid. Item Appr: Item not approved. Item Def: Business unit item not defined. IU Own: No interunit ownership. Not Found: Demand line not found. Printed: Picklist printed. Processed: Processed. SetIDs: SetIDs different. Shipping: In shipping.
Demand Source	The system displays the source of demand for the order. Values are: IN: PeopleSoft Inventory. PL: PeopleSoft Supply Planning. PR: PeopleSoft Purchasing requisition.
Details	Click the Details link next to an update or error to view the order details for the error or update. When you click this link, the Exception Detail page appears.