Capturing Material Usage

Before capturing consumer usage information, you must define the consumer in PeopleSoft Inventory either by entering consumer information manually using the Consumer - Consumer page or by receiving data from a third-party consumer management system. PeopleSoft Inventory stores only the data required to produce meaningful material usage and reconciliation reports and then sends data to a third-party billing and cost accounting system. To protect consumer privacy, these pages should be tightly secured with PeopleTools user security features.

Consumer and service data is sent to PeopleSoft by a third-party consumer management system using the Consumer Message EIP. Changes made in PeopleSoft Inventory are not updated in the consumer management system.

The Consumer Message EIP is an inbound asynchronous service operation that receives consumer and service data from a third-party consumer management system. Data sent with the Consumer Message EIP include basic consumer information, such as consumer name, consumer ID, and service encounter with the consumer. This data is used to produce material usage and reconciliation reports.

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM.

To set up the Consumer Message EIP within PeopleSoft Integration Broker and Enterprise Components, use the information in the table below and refer to the setup instructions in the PeopleSoft Supply Chain Management Integrations, "Implementing Integrations" topic, Setting Up Service Operations section.

See the product documentation for PeopleTools: Integration Broker

The system stores item usage labels with items in their par location and attaches them on a consumer charge sheet when an item is removed from the par location. Labels can be produced from PeopleSoft Purchasing and Inventory using the following conditions:

• For items that are direct ordered, print labels at the time of receipt using the PO Receipt Item Usage Labels Report page.

  With this method, labels are produced only for those items that are not destined for inventory.

• For items that are issued from inventory, print labels using the Pick Plan Labels Report page.

  This page also prints carton labels at the time the Order Release process is run.

• For the Item Usage Label Report page, print item usage labels on an ad-hoc basis by par location, pick batch ID, or order number.

  If you print labels by pick batch ID or order number, the system prints the labels for items that are issued out of inventory. If you print labels by par location, the system prints labels for all usage-tracked items defined for the specified par location. If you print labels by item ID, you can print labels for an item that has no associated par location by leaving the Par Location field blank. Alternatively, you can specify the item's par location in the Par Location field.

Pages from which you produce item usage labels can also be used to print labels in the dispensing (standard) unit of measure (UOM) defined for the item on the Define Item - General: Common page.

You can only generate labels for items defined with a usage tracking method code of Billing or Costing in the Define Par Location component, on the Define Business Unit Item - General: Usage page, or on the Define Item - General: Usage page. If the location is a par location, the usage tracking method is derived from the par location definition. For non-par locations, the usage tracking method comes from the business unit-item definition. If the item is not defined at the business unit level, the system uses the usage tracking method defined for the item at the SetID level.

As stock is pulled from a par location for a consumer, you record the consumption of the stock by attaching item labels for the stock on the Consumer Charge Sheet report. The header of the consumer charge sheet includes the consumer ID, service ID, consumer name, location, and the date and time the report was printed. The consumer ID is barcode- and human-readable. The detail portion of the report includes preprinted blank boxes where you can attach item usage labels for each item used by the consumer.

Request the Consumer Charge Sheet report using the Consumer Charge Sheet Report page. You can request reports for all active consumers within a particular location or for a particular consumer. An active consumer is defined as a consumer with a start date earlier than the current date and an end date that is either blank or later than the current date.

You can record item usage for a consumer in PeopleSoft Inventory by:

• Entering information manually using the Consumer - Consumer page.

  This page also provides manual update and inquiry features that enable you to view all usage for a consumer and to add, delete, or update the rows of usage data.

• Scanning bar-coded consumer ID and usage information from the consumer charge sheet using a wedge device and the wedge device-compatible Consumer Usage Entry page.

  This page is used for adding usage data only. Multiple row inquiry is not available on the page.

From both the Consumer Usage page and the Consumer Usage Entry page, you can enter or modify ChartField information.

All usage that you enter can be sent to a third-party from the component containing the action performed (add, update, delete) and the entire row that was modified when saving the component. The user ID of the last person to update or add a usage row is recorded along with the date and time of the modification.

Any charge can be entered for a consumer, no matter how usage is being tracked for the item. The usage tracking method is included in the data of an outbound Consumer Usage EIP for each charge so that the costing or billing system can take the appropriate action for each charge.

With the Consumer Usage EIP, you can send the consumer usage data captured in PeopleSoft Inventory to a third-party consumer billing or cost accounting system. When activated, the Consumer Usage EIP can sent the data to a third-party system when you save your changes on the Consumer Usage or the Consumer Usage Entry pages.

In a healthcare environment, the design of the Consumer Usage EIP assumes that a patient account has already been established in the patient billing system through communication between the patient billing system and the admissions system.

The Consumer Usage EIP is an asynchronous service operation used to send consumer data captured in PeopleSoft Inventory to a third-party consumer management system for billing or costing purposes. Data sent with the Consumer Usage EIP include basic consumer information, such as, item ID, charge code, and quantity used.

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM.

To set up this EIP within PeopleSoft Integration Broker and Enterprise Components, use the information in the table below and refer to the setup instructions in the PeopleSoft Supply Chain Management Integrations, "Implementing Integrations" topic, Setting Up Service Operations section.