Defining Staged-Date Tracking

Staged-date tracking enables you to track all stocked items according to the date that they were put into inventory. You can select this option for your installation on the Installation Options - Inventory page, for an individual item at the SetID level on the Define Item - Inventory: Tracking/Description page, or for a business unit/item combination on the Define Business Unit Item - Inventory: Shipping/Handling page.

If most of the PeopleSoft Inventory business units use staged-date tracking, select the option at the installation level and override it at the SetID-item level or the business unit-item level as necessary. PeopleSoft Inventory always considers the business unit/item combination when processing.

If you enable staged-date tracking, the default staged date is the current date, and the Staged Date field appears on pages and prints on reports. (Depending upon how you set the business unit defaults, you may need to save or refresh a page before this field appears.) Because stock is differentiated and identified by the staged date, enter staged dates for all material movements in PeopleSoft Inventory.

If you do not use staged-date tracking, the system automatically enters the default date defined on the Installation Options - Inventory page as the staged date and hides the Staged Date field on all pages and reports.

If you run the Order Release process using the earliest staged date (FIFO) or latest staged date (LIFO) location by date sort options, you must use staged-date tracking so that the system can differentiate among the items in a location.