Changing Peg Chains
From the Pegging Workbench and the transaction pages where pegs can be changed, a user can alter a peg chain by changing quantities, dates, items, or canceling orders. When a change is made by a user, the system calls the centralized peg chain update function to update the peg chain in the IN_PEGGING record and create any necessary notifications to the Message Dashboard. For hard pegs, the system also alters the supply-side transaction to conform to the change.
The notifications sent to the Message Dashboard are:
For sales orders, sent to the sales order owner.
For purchase orders, sent to the buyer.
For all other order types, sent to the user defined in the System-Level Notifications page or the BU-Level Notifications page.
Note: For hard pegs, a supply-side transaction is only automatically updated when a change is made to the sales order.
The peg chain update function is called when the following changes occur:
Changing the quantity, UOM, or schedule date of a demand or supply-side transaction. This includes sales orders with configured items.
Canceling a demand or supply-side transaction.
Changing the item ID or business unit on demand or supply-side transaction. This breaks the peg chain.
Changing Pegs After Receipt and Putaway of Supply
When the you receive supply that has been pegged, several updates occur:
For a pegged purchase order, you add or update the receipt in PeopleSoft Purchasing.
The stock is putaway into the PeopleSoft Inventory business unit using PeopleSoft processes that are launched manually or in the background.
In PeopleSoft Inventory, the received stock is automatically reserved and possibly allocated to the order (demand-side transaction).
The quantity complete on the peg record is automatically updated. If the peg quantity is fully satisfied, the peg status is changed to complete. The status is updated on the pegging record as well as the supply and demand records.
Once the above steps are complete, you may need to cancel the receipt of new stock due to user-error or returned goods. To reverse this putaway, the information needs to be updated on the supply transaction and the demand transaction as well as the pegging records.
To reverse the putaway of a receipt from PeopleSoft Purchasing, use the following steps:
If the incorrect receipt is discovered after the quantity has been putaway into PeopleSoft Inventory, then use Shortage Workbench to reduce the Planned Released Base quantity, using the action of Accept Override Quantity. This action removes the reservation and allocation of the quantity to the pegged order (demand-side transaction).
In PeopleSoft Purchasing, use the Maintain Receipts - Receiving page to cancel the receipt. Based on this cancellation, PeopleSoft processes decrease the quantity balance in the PeopleSoft Inventory business unit by reversing the original putaway transaction.
On the Details - Pegging Workbench page, change the Pegged QTY Putaway/Sourced field to reverse the receipt. This field can be edited if you have selected the Allow Change check box on the pegging User Security page. Reducing this field automatically increases the Open QTY Pegged field by the same amount, thus reestablishing the peg between the purchase order and the demand-side transaction.
When new stock is received for the pegged purchase order, create a new receipt. You might also choose to change the peg to use a different purchase order.
To reverse the putaway of a production ID, use the following steps:
Use Shortage Workbench to reduce the Planned Released Base quantity, using the action of Accept Override Quantity. This action removes the reservation and allocation of the quantity to the pegged order (demand-side transaction).
In PeopleSoft Manufacturing, use the Record Completions/Scrap page to record the negative completion and then run the putaway processes in PeopleSoft Inventory to decrease the quantity balance in the inventory business unit.
On the Details - Pegging Workbench page, change the Pegged QTY Putaway/Sourced field to reverse the putaway. Reducing this field automatically increases the Open QTY Pegged field by the same amount, thus reestablishing the peg between the production ID and the demand-side transaction.
Note: You cannot changed the Pegged QTY Putaway/Sourced quantity field pegged to a requisition.