Defining Item Quantities
PeopleSoft Inventory helps you monitor and verify inventory quantity balances for a business unit and for each material storage location within the unit:
To determine the availability of lot-controlled items, the system summarizes the quantities tracked for the business unit, item, and lot ID.
Inventory quantity balance audit reports enable you to troubleshoot potential quantity discrepancy issues.
Item quantities are primarily stored in three records: BU_ITEMS_INV, PHYSICAL_INV, and LOT_CONTROL_INV (for lot-controlled items). This section defines the item quantity fields on each of these records and illustrates how system transactions affect these quantity balances.
Item Quantity on the BU_ITEMS_INV Record
The BU_ITEMS_INV record includes quantity totals for the items in a specific business unit, expressed in the item's standard unit of measure (UOM). Item balances in this table reflect totals for the business unit as a whole, not for an individual material storage location within the business unit. The quantity values on this table answer two basic inventory questions: How much item quantity exists in the business unit? How much of that quantity is available to fulfill orders?
Whether an item quantity is counted as available in PeopleSoft Inventory depends on whether the inventory status of the stock quantity is open, restricted, hold, or rejected and whether the business unit counts stock with a non-open status as part of the quantity available to fulfill orders.
Note: Stock quantities stored in work-in-progress (WIP) locations are considered reserved for production and are not counted as part of the business unit's quantity available to fulfill orders.
The BU_ITEMS_INV record includes four fields related to item quantity: Quantity On Hand, Quantity Available, Quantity Reserved, and Quantity Owned.
Quantity On Hand (BU_ITEMS_INV.qty_onhand)
The Quantity On Hand field represents the total item quantity in a particular business unit, regardless of the stock's inventory status and material storage location. The field value includes both the item quantity available and the quantity reserved. However, this total does not reflect the total item quantity that you can use to fulfill demand.
The following transactions update a business unit's quantity on hand:
Quantity Available (BU_ITEMS_INV.qty_available)
The business unit's quantity available is a subset of the quantity on hand, reflecting the total item quantity that you can use to fulfill demand. If soft reservations processing is in effect for the item, the Quantity Available field contains the total item quantity that can be reserved for orders by the Reserve Materials process (IN_FUL_RSV) or through the Shortage Workbench. If soft reservations processing is not in effect, this field reflects the total item quantity that may be included on the Order Release process with a Create Allocations action (push picking plan) or confirmed as picked by the Picking Confirmation process (IN_FUL_CONF). Once quantity is soft reserved for the business unit or allocated from a specific material storage location, the quantity available for the business unit decreases and the quantity reserved increases.
The following transactions update a business unit's quantity available:
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Transaction |
Method to Update Business Unit Quantity |
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Putaway and Express Putaway |
If the putaway material storage location is a nettable (nettable_flg = Y), non-WIP (wip_loc_flg = N) location and the stock's inventory status is Open (avail_status = 1), putaway transactions increase the quantity available. Quantity available also increases by putaway transactions to nettable, non-WIP locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the stock's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). Stock with an inventory status of Rejected (avail_status = 4) is never included in the business unit's quantity available. Stock that is put away in a WIP location does not affect quantity available. |
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Lot Allocation |
If soft reservations processing is in effect (soft_alloc_flg = Y), lot-allocation transactions decrease the business unit's quantity available. |
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Reserve Materials |
If soft reservations processing is in effect (soft_alloc_flg = Y) and the transaction stock quantity is not lot allocated, the Reserve Materials process decreases the business unit's quantity available. |
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Order Release |
If soft reservations processing is not in effect (soft_alloc_flg = N), the Order Release process can hard allocate stock from a nettable, non-WIP location, decreasing the business unit's available quantity. |
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Shortage Workbench |
Allocating stock to a demand line increases or decreases the business unit's quantity available, depending on whether the new allocation quantity is less or greater than the currently allocated quantity. |
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Material Picking Feedback and Bar Code Picking |
If you make an item substitution on the Material Picking Feedback page and the original item had soft reservations in effect, the system increases quantity available and decreases quantity reserved for the original item. Then, if the new item has soft reservations in effect, it decreases the quantity available for the substitute item and increases quantity reserved. |
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Picking Confirmation |
In soft reservation environments, the Picking Confirmation process and the shipping processes with a picking confirmation component, increases the quantity available and decreases quantity reserved to account for stock that was picked from material storage locations containing stock not included in quantity available. Essentially, the Picking Confirmation transaction unreserves the stock that was soft reserved, but not used, to fulfill the demand quantity. Quantity available increases, and quantity reserved decreases to account for stock picked from the following:
For business units that do not use soft reservations, the Picking Confirmation process decreases the quantity available and increases the quantity reserved for the business unit. Quantity available decreases and quantity reserved increases to account for stock picked from the following:
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If an overpick situation exists, the Picking Confirmation process (IN_FUL_CONF) reduces the quantity available and increases the quantity reserved to account for the amount overpicked. If soft reservations are in effect, the additional quantity to reserve is the picked quantity minus the allocated quantity. If soft reservations are off, the full picked quantity is reserved as in normal processing. |
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Adjustments and Bar Code Adjustments |
If the material storage location is a nettable (nettable_flg = Y), non-WIP (wip_loc_flg = N) location and the stock's inventory status is Open (avail_status = 1), adjustment transactions increase or decrease the quantity available. Quantity available also increases or decreases by adjustment transactions for nettable locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the stock's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). |
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Online Transfers, Online Container Management, Bar Code Transfers, and Bar Code Containers |
If stock in a non-nettable material storage location transfers to a non-WIP, nettable location, the business unit's quantity available increases. If stock transfers from a non-WIP, nettable location to a non-nettable location, the business unit's quantity available decreases. If the Incl Non-Open in Avail Qty option is not selected for the business unit and stock in a non-WIP hold location transfers to an open location, the business unit's available quantity increases. Similarly, if the stock transfers into a non-WIP hold location, it decreases available quantity. |
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Demand Line Quantity Reduction |
If soft reservations processing is in effect (soft_alloc_flg = Y), quantity reduction transactions made with the Maintain Stock Request component or on the sales order in PeopleSoft Order Management increase the business unit's quantity available and decrease quantity reserved for soft reserved non-lot-allocated demand lines not assigned to a pick batch ID. |
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Cancellations |
If a demand line was soft reserved but not assigned to a pick batch ID, the cancellation transaction increases the business unit's quantity available and decreases quantity reserved. If a demand line is canceled after the demand quantity was confirmed as picked, the canceled demand quantity is staged for putaway processing if:
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If the Putaway at Save option is selected, the stock is automatically put away. Reserved quantity decreases by the putaway transaction if the stock was picked from a nettable location and the inventory status is Open or Restricted and the Incl Non-Open in Avail option is selected. Available quantity may be increased by the putaway transaction; for details, see the Putaway and Express Putaway description for quantity available (BU_ITEMS_INV.qty_available). |
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Unreserve |
If a demand line was unreserved using the Shortage Workbench, the quantity available increases and the quantity reserved (BU_ITEMS_INV.qty_reserved) decreases. |
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Issues to Work Orders |
The Work Order Pick Plan process can hard allocate stock from a nettable, non-WIP location, decreasing the business unit's available quantity. Stock returned to the inventory business unit using the WO Issues Location page can increase the on-hand quantity. |
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Counting Inventory |
The Stock Quantity Update process increases or decreases the business unit's quantity available to account for any quantity adjustments discovered during a counting event if the material storage location is a nettable (nettable_flg = Y), non-WIP (wip_loc_flg = N) location and the stock's inventory status is Open (avail_status = 1). Quantity available also increases or decreases by Stock Quantity Update transactions for nettable locations if the Incl Non-Open in Avail Qty option is selected for the business unit, non-WIP location, and the stock's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). The count quantity adjustment for the item that is in a WIP location does not affect quantity available. |
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Receipt Changes |
Positive or negative quantity adjustments made in PeopleSoft Purchasing to receipts that have already been put away increase or decrease the business unit's quantity available. As with other putaway transactions, if the original receipt was put away into a non-nettable or WIP location, the inventory status is Rejected, or the inventory status is Restricted or Hold and the Incl Non-Open in Avail Qty option is not selected. The receipt change does not affect the business unit's quantity available. |
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Inventory Status Changes |
Changing the inventory status of an item using the Inventory Status page can affect the business unit's quantity available. For stock in non-WIP, nettable material storage locations:
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Storage Location Attribute Changes |
Changing the attributes of a material storage location on the Material Storage Locations page or the Location Status page can affect the business unit's quantity available. |
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Hold Attribute (STOR_LOC_INV.avail_status = 3) |
If the Incl Non-Open in Avail option is not selected for the business unit (BUS_UNIT_TBL_IN.incl_quar_avail = N), placing a non-WIP, nettable material storage location on hold decreases the business unit's quantity available for stock that had an Open inventory status before this change. Taking a non-WIP, nettable location off hold increases the business unit's quantity available for stock that had a Hold inventory status before this change and that had an Open lot status (if the item is lot-controlled). If the Incl Non-Open in Avail option is selected for the business unit (BUS_UNIT_TBL_IN.incl_quar_avail = Y), the business unit's quantity available is not affected by the material storage location's hold attribute. |
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Nettable Attribute (STOR_LOC_INV.nettable_flg) |
If the Incl Non-Open in Avail option is not selected for the business unit (BUS_UNIT_TBL_IN.incl_quar_avail = N):
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If the Incl Non-Open in Avail option is selected for the business unit (BUS_UNIT_TBL_IN.incl_quar_avail = Y):
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WIP Attribute (STOR_LOC_INV.wip_loc_flg) |
If the Incl Non-Open in Avail option is not selected for the business unit (BUS_UNIT_TBL_IN.incl_quar_avail = N):
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If the Incl Non-Open in Avail option is selected for the business unit (BUS_UNIT_TBL_IN.incl_quar_avail = Y):
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Production Picking Plan |
If soft reservations processing is in effect (soft_alloc_flg = Y) and you request material from nettable, non-WIP locations, the Production Picking Plan process (SFS6000) decreases the business unit's quantity available. |
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Review Plan |
If soft reservations processing is in effect (soft_alloc_flg = Y) and you insert a row for a nettable, available non-WIP location on a pick batch ID or increase quantities for a nettable, available non-WIP location while reviewing the plan, you decrease the business unit's available quantity. If you delete or decrease a pick quantity for a nettable, available non-WIP location in Review Plan and if soft reservation processing is in effect, you increase the business unit's available quantity. |
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Update Pick Batch |
If soft reservations processing is in effect (soft_alloc_flg = Y), deleting a pick batch (SFS6002) increases the business unit's available quantity for all components issued from nettable, available non-WIP locations. |
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Material Release |
If soft reservations processing is not in effect (soft_alloc_flg = N), releasing material (SFS6001) issued from a nettable, non-WIP location decreases the business unit's available quantity. |
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Record Completions and Scrap |
Recording completions to a non-WIP, nettable location increases the business unit's available quantity for the completed assembly. Recording negative completions decreases the business unit's available quantity for the assembly, if the assembly comes from a nettable, available non-WIP location. |
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Kit Issues and Returns |
When you issue kit components from nettable, available non-WIP locations to production, you decrease the business unit's available quantity. When you return kit components to nettable, available non-WIP locations, you increase the business unit's available quantity. |
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Component De-Kit |
If you process a component de-kit (SFS6003), you increase the business unit's available quantity for components that are returned to nettable, available non-WIP locations. |
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Shipping/Issues |
Overpicking in the Shipping/Issues component decreases the quantity available if the material storage location is nettable, non-WIP, and has an Open inventory status (nettable_flg = Y; wip_loc_flg = N; avail_status = 1). Quantity available also decreases by overpicking from nettable, non-WIP locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the location's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). |
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Underpicking (picking a smaller quantity than that recommended by the picking plan) increases the quantity available if the material storage location is nettable, non-WIP, and has an Open inventory status (nettable_flg = Y; wip_loc_flg = N; avail_status = 1). Quantity available also increases by underpicking from nettable, non-WIP material storage locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the location's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). |
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Unpicking demand lines in the Shipping/Issues component increases the quantity available by the quantity last shipped, which is calculated as the quantity picked minus any short shipments previously processed that were not identified with the scrap option, if the item is non-soft reserved and the material storage location is nettable, non-WIP, and has an Open inventory status (nettable_flg = Y; wip_loc_flg = N; avail_status = 1). Quantity available also increases by unpicking for non-soft reserved items from nettable, non-WIP material storage locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the location's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). |
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Short shipment with online putaway (shipping less than the picked quantity) increases the quantity available by the quantity undershipped if the material storage location is nettable, non-WIP, and has an Open inventory status (nettable_flg = Y; wip_loc_flg = N; avail_status = 1). Quantity available also increases when short shipping from nettable, non-WIP locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the location's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). |
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Express Issue |
When issuing stock from a nettable, non-WIP material storage location and the stock's inventory status is Open (avail_status = 1), the quantity available decreases. Quantity available also decreases by express issue transactions from nettable, non-WIP locations if the Incl Non-Open in Avail Qty option is selected for the business unit and the stock's inventory status is Restricted (avail_status = 2) or Hold (avail_status = 3). |
Quantity Reserved (BU_ITEMS_INV.qty_reserved)
If soft reservations processing is selected, the Quantity Reserved field represents the total item quantity reserved or hard allocated for all demand lines within the business unit that have not yet been depleted. If soft reservations processing is not selected, this field represents the total quantity allocated from specific material storage locations for all demand lines in the business unit that have been confirmed but not yet depleted. The Quantity Reserved field value also includes nettable, available WIP quantity, regardless of whether soft reservation processing is in effect.
The following transactions update a business unit's reserved quantity:
Quantity Owned (BU_ITEMS_INV.qty_owned)
The Quantity Owned field represents the total quantity of stock that is owned by the business unit. Quantity owned is a subset of the business unit's quantity on hand. The Inventory Value Report process (INS7000) calculates the inventory value on the basis of owned inventory at the business unit. Although non-owned stock is not included in the inventory value, it can be used in fulfillment processing if it is stored in a nettable location and has an appropriate status. Therefore, non-owned quantities can be included in the business unit's quantity available and quantity reserved.
The following transactions update a business unit's quantity owned:
Item Quantity on the PHYSICAL_INV Record
The PHYSICAL_INV record tracks the quantity of an item stored in a specific material storage location within a business unit. However, the sum of all material storage location quantities for an item in the Physical Inventory (PHYSICAL_INV) table does not necessarily equal the quantity on hand for the item record in BU_ITEMS_INV. In distribution environments, the Picking Confirmation process decreases the quantities in the PHYSICAL_INV table. If the Picking Confirmation process has run, but not the Deplete On Hand Qty (Depletion) process, quantities for the two tables are not the same. To validate the quantities between the two tables, the stock that has been picked and confirmed but not yet depleted from DEMAND_PHYS_INV is summarized and added to the PHYSICAL_INV quantities. To compare these values using the online pages, you can add the Total Staged for Shipping value and the Total in Storage Locations value on the Item Balance by Location page and compare the total to the Quantity on Hand value that appears on the Item Balance by Unit page.
The PHYSICAL_INV record includes four fields related to item quantity: Quantity, Quantity Base, Quantity Reserved, and Quantity Reserved Base.
Quantity (PHYSICAL_INV.qty)
The Quantity field reflects the gross quantity in the material storage locations, expressed in the item's stocking UOM. The field value also includes any quantity in the material storage location that has been allocated to demand lines.
The following transactions update a material storage location's gross quantity:
Quantity Base (PHYSICAL_INV.qty_base)
The Quantity Base field reflects the gross quantity in the material storage locations (PHYSICAL_INV.qty) in the item's standard UOM. System transactions update the item quantity in the item's standard UOM and also convert to the stocking UOM to update the PHYSICAL_INV.qty field.
Quantity Reserved (PHYSICAL_INV.qty_reserved)
The Quantity Reserved field is a subset of the material storage location's gross quantity, reflecting the item quantity in the material storage locations that was allocated to a specific demand line. The quantity reserved is tracked in the item's stocking UOM.
The following transactions update a material storage location's reserved quantity:
Quantity Reserved Base (PHYSICAL_INV.qty_reserved_base)
The Quantity Reserved Base field reflects the allocated quantity in the material storage locations (PHYSICAL_INV.qty_reserved) in the item's standard UOM. System transactions update the item quantity in the item's standard UOM and also convert to the stocking UOM to update the Quantity Reserved field. Transactions update the Quantity Reserved Base field in the same manner as the Quantity Reserved field.
Item Quantity on the LOT_CONTROL_INV Record
The record LOT_CONTROL_INV stores item quantities by lot, in the item's standard UOM, for all lot-controlled items. It provides a business unit view of lot quantities by summarizing quantity information for lot-controlled items recorded in the PHYSICAL_INV record.
The LOT_CONTROL_INV record includes three fields related to item quantity: Quantity On Hand, Quantity Available, and Quantity Allocated.
Quantity On Hand (LOT_CONTROL_INV.qty_onhand)
The Quantity On Hand field represents the total lot quantity, regardless of the stock's inventory status and material storage location in a business unit. Quantity on hand represents the gross item balance for the business unit and lot, regardless of item status. This total does not reflect the total lot quantity that you can use to fulfill demand.
The following transactions update a business unit's lot quantity on hand:
Quantity Available (LOT_CONTROL_INV.qty_available)
The business unit's lot quantity available is a subset of the lot quantity on hand, reflecting the total lot quantity at the business unit that can be allocated to demand lines. The lot quantity available includes only stock in nettable, non-WIP material storage locations with an inventory status of Open. The LOT_CONTROL_INV.qty_available should equal PHYSICAL_INV.qty minus PHYSICAL_INV.qty_reserved, where the lot-controlled item has an Open status (avail_status = 1) and the material storage location is a nettable (nettable_flg = Y), non-WIP (wip_loc_flg = N) location.
Once lot quantity is allocated to a demand line, the lot quantity available (LOT_CONTROL_INV.qty_available) for the item lot decreases and the lot quantity allocated (LOT_CONTROL_INV.qty_allocated) increases.
The following transactions update a business unit's lot quantity available:
Quantity Allocated (LOT_CONTROL_INV.qty_allocated)
The business unit's lot quantity allocated is a subset of the lot quantity on hand, reflecting the total lot quantity at the business unit that was allocated to demand lines. The allocated quantity represents the sum of allocated lot-controlled item quantities listed on the PHYSICAL_INV record. Specifically, LOT_CONTROL_INV.qty_allocated should equal the sum of PHYSICAL_INV.qty_reserved for all lot-controlled items, where the lot-controlled item has an Open status (avail_status = 1) and the material storage location is a nettable (nettable_flg = Y), non-WIP (wip_loc_flg = N) location.
Once lot quantity is allocated to a demand line, the lot quantity available (LOT_CONTROL_INV.qty_available) for the business unit decreases and the lot quantity allocated (LOT_CONTROL_INV.qty_allocated) increases.
The following transactions update a business unit's lot quantity allocated: