Par Location Count and Physical Accounting File Formats
PeopleSoft Inventory provides two transactions that can be processed using batch flat files that are downloaded and uploaded using SQR programs.
The system uses batch processes to generate a flat file containing the item to be counted for either of the transactions. The flat file is passed to a third-party electronic data collection system that performs the count. The flat file must then be returned to PeopleSoft in the same format.
The files that you download to and upload from electronic data collection devices must conform to these rules:
The file name must be eight characters or less.
An extension of .upl is automatically appended to upload file names. An extension of .dwn is automatically appended to download file names.
The first field must start in column one.
There must be a single blank space between each field.
All fields must be left-justified.
The system expects the file that is read by the upload process to have a .upl extension.
You can download par location count information for use in a hand-held bar code device. You can select the following options to download:
One par location at a time.
All par locations for a par location group.
All par locations for a specified business unit.
All par locations.
Below is the layout of the par location download and upload file.
The download process creates a .dwn file of 404 characters per record from the par location definition tables (CART_ATTRIB_INV and CART_TEMPL_INV). The upload expects the same file layout, 404 characters per record as a .upl file. The upload process updates the par location count tables (CART_CT_INF_INV). Each par location is created with an unprocessed status, and you can view them on the Par Location Count Inquiry page.
Contents |
Format |
---|---|
BUSINESS_UNIT |
5 |
INV_CART_ID |
15 |
CART_GROUP |
5 |
CART_REPLEN_OPT * |
2 |
SHADOW_FLAG * |
1 |
QTY_OPTION * |
2 |
INV_ITEM_ID |
18 |
DESCR |
30 |
COMPARTMENT |
10 |
COUNT_ORDER |
4 |
COUNT_REQUIRED * |
1 |
SUFFICIENT_STOCK * |
1 |
CART_REPLEN_CTRL * |
2 |
CART_COUNT_QTY * |
16 |
DEFAULT_QTY |
16 |
QTY_OPTIMAL |
16 |
FOQ (Fixed Order Qty) |
16 |
QTY_MAXIMUM |
16 |
UNIT_OF_MEASURE |
3 |
DISTRIB_TYPE |
10 |
DEPTID |
10 |
TRANSFER_COST |
15 |
PRICE_MARKUP_PCT |
15 |
CHARGE_CODE |
20 |
ACCOUNT |
10 |
ALTACCT |
10 |
OPERATING_UNIT |
8 |
PRODUCT |
6 |
PROJECT_ID |
15 |
CONS_NON_STOCK |
1 |
BCKORDR_CNCL_FLAG |
1 |
CHANGE_MARKUP_AMT |
16 |
CHANGE_MARKUP_PCNT |
15 |
MATERIAL_RECON_FLG |
1 |
USG_TRCKNG_METHOD |
2 |
LAST_OPRID |
8 |
LAST_DTTM_UPDATE |
26 |
Field-Specific Notes
See the field-specific information that follows.
CART_REPLEN_OPT
Specifies the way in which an item is to be replenished.
01 [Symbol_Wingdings_224] "stk" or "stock" (creates an MSR).
02 [Symbol_Wingdings_224] "less" or "stockless" (creates a staged purchase order).
03 [Symbol_Wingdings_224] "nons" or "non-stock" (creates a requisition).
04 [Symbol_Wingdings_224] "not replenished" (item is not to be replenished).
Note: The system uses stockless and non-stock replenishment options only if PeopleSoft Purchasing is installed.
SHADOW_FLAG
The shadow par location flag, which has an online label of not replenished, appears on the hand-held bar code device. This informs the user that this par location is not to be replenished.
QTY_OPTION
A hand-held bar code device can modify this field.
The quantity options for each par location count appears by default based on the default quantity option that you defined on the Par Location Group Definition page.
If the default quantity option is count, the system prompts the user to enter the quantity on hand on the par location. If the default quantity is request, the system prompts the user to enter the requested quantity.
Values are:
01 [Symbol_Wingdings_224] "c" or "count qty."
02 [Symbol_Wingdings_224] "r" or "request qty."
COUNT_REQUIRED
The COUNT_REQUIRED flag is evaluated to determine whether a count must be entered for an item. This flag is defined per item on the Par Location Group Definition page.
SUFFICIENT_STOCK
A hand-held bar code device can modify this field.
The SUFFICIENT_STOCK flag is available for entry on the hand-held bar code device if the quantity option is count qty. PeopleSoft provides this field, so that the user does not need to enter a count for that item if it is not necessary.
CART_REPLEN_CTRL
Identifies how the order quantity is to be calculated if the quantity option is set to count quantity.
01 [Symbol_Wingdings_224] "Par"
02 [Symbol_Wingdings_224] "FOQ" or "Fixed Order Qty"
03 [Symbol_Wingdings_224] "Min/Max"
CART_COUNT_QTY
A hand-held bar code device can modify this field.
The quantity options for each par location count appears by default based on the default quantity option that you defined on the Par Location Group Definition page.
If the default quantity option is count, the system prompts the user to enter the quantity on hand on the par location. If the default quantity is request, the system prompts the user to enter the requested quantity.
You can use a hand-held bar code device to conduct your physical counting event. To ensure data transfer accuracy, first configure the download and upload file formats for the counting sheet according to the layout presented in the next table. All fields must be left-justified, with a space between each field.
Field |
Comments |
Format |
---|---|---|
INV_ITEM_ID |
Required. |
Char 18 |
STORAGE_AREA |
Required. |
Char 5 |
STOR_LEVEL_1 |
Required, if set up for the storage area. |
Char 4 |
STOR_LEVEL_2 |
Required, if set up for the storage area. |
Char 4 |
STOR_LEVEL_3 |
Required, if set up for the storage area. |
Char 4 |
STOR_LEVEL_4 |
Required, if set up for the storage area. |
Char 4 |
UNIT_OF_MEASURE |
Required. Must contain the stocking unit of measure (UOM) at the location. |
Char 3 |
STAGED_DATE |
Required. If the item is staged-date controlled, this field must contain the appropriate staged date. If the item is not staged-date controlled, include the filler default value that you established on the Installation Options - Inventory page in the Installation Options component. |
MMDDYYYY |
SERIAL_ID |
Required. If the item is serial-controlled, this field must contain the appropriate serial ID. If the item is not serial-controlled, include the filler default value that you established on the Installation Options - Inventory page in the Installation Options component. |
Char 20 |
INV_LOT_ID |
Required. If the item is lot-controlled, this field must contain the appropriate lot ID. If the item is not lot-controlled, include the filler default value that you established on the Installation Options - Inventory page in the Installation Options component. |
Char 15 |
CONTAINER_ID |
Optional. |
Char 10 |
QTY |
Required. Must contain a quantity; zero is valid. |
Nbr 16 |
UNIT_OF_MEASURE_COUNT |
Required. Must contain a valid UOM for the item. If this UOM is different than the stocking UOM noted above, then the quantity is converted to the stocking UOM before updating the database. |
Char 3 |
ITEM_DESCR |
Optional. For informational purposes only. |
Char 30 |
COUNT_DTTM |
Must contain a date. If the field is blank then the system does not update the row. |
MM/DD/YYYY HH:MI:SS |