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