Depleting Inventory Balances

The Deplete On Hand Quantity (Depletion) process completes the final step in order fulfillment by depleting the Inventory business unit for the shipped stock and marking the demand lines as depleted. Once this process has been run, the demand lines cannot by unshipped. The Deplete On Hand Quantity process only selects demand lines:

  • In the fulfillment state of shipped.

  • With a value of N in the Defer Depletions field.

  • With a delivery ID assigned and the status of the delivery ID is Complete Delivery. The delivery ID is only necessary if you have enabled the delivery management feature within the inventory business unit using the option of Yes in the Delivery Option field of the Setup Fulfillment-Delivery/Freight page. If the option is Manual in the Delivery Option field and there is a delivery ID on the demand line, then the status of the delivery ID must be Complete Delivery.

The Deplete On Hand Quantity process completes the finalizes the selected demand lines by:

  • Reduces the shipped items's inventory balances at the business unit level to reflect the demand fulfillment.

  • Changes the demand lines to the depleted state.

  • Posts the demand lines to the Transaction History record (TRANSACTION_INV) to be picked up by PeopleSoft Cost Management for costing and accounting line creation.

  • Identifies rows as available for invoicing in PeopleSoft Billing.

In addition, this process performs the following functions to prepare shipped orders for further processing:

  • For interunit transfers, interunit expensed issues, and shipment-on-behalf-of transactions, the Deplete On Hand Quantity process calculates the transfer price in the destination business unit's currency using the transfer pricing default hierarchy. The transfer price is broken up by cost elements and placed in the IN_DEMAND_TRPC table. The total transfer price is included in the TRANSFER_COST field of IN_DEMAND, and then TRANSACTION_INV. The Deplete On Hand Quantity process also performs a currency conversion to the destination inventory business unit's currency. PeopleSoft does not support interunit pricing for non-cost items.

  • For interunit transfers, automatically inserts the depleted shipment into the putaway staging tables of the destination business unit if you have selected the auto-putaway option. Auto-putaway is defined by the interunit accounting setup described in the Transferring Stock Between Business Units topic. Run the Complete Putaway process to complete the putaway. In addition, if you have selected the Run Auto-Putaway Job check box on the Inventory Definition-Business Unit Definition page of the destination business unit, the Deplete On Hand Quantity process automatically creates a scheduled process to run the auto-putaway job (AUTOPTWY) in the destination business unit after creating entries in the putaway staging table.

    Note: In order to launch the auto-putaway job from the Shipping/Issues component or the Express Issues page, you must select the Auto Process at Save check box on the Fulfillment Engine Options page (business unit or SetID level). Selecting the Run Process link will not launch the auto-putaway job automatically; this link takes you to a Process Scheduler Request page to choose the jobs to run.

  • If you have selected the Run Direct Invoicing check box on the Setup Fulfillment-Shipping page, the Deplete On Hand Quantity process automatically creates a scheduled process to run the direct invoicing job in PeopleSoft Billing to create invoices for the shipped stock.

    Invoices are only created for sales orders from PeopleSoft Order Management and intercompany transfers.

    Note: In order to launch direct invoicing automatically from the Shipping/Issues component or the Express Issues page, you must select the Auto Process at Save check box for the Shipping/Issues row and the Express Issue row on the Fulfillment Engine Options page (business unit or SetID level).

    Selecting the Run Process link will not launch direct invoicing job automatically; this link takes you to a Process Scheduler Request page to choose the jobs to run.

  • Inserts a cost row for any freight and miscellaneous charges associated with the order being depleted.

  • Tracks shipping serial IDs (for shipping serial-controlled items).

  • For non-consigned stock shipping to a VMI business unit, the Deplete On Hand Qty process populates the shipping transaction with the ship to customer ID, interunit ID, interunit destination business unit and location.

  • For return to vendor stock requests, the Deplete On Hand Qty process populates the RTV transaction table in PeopleSoft Purchasing. The RTV Line (RTV_LN) and RTV Line Distribution (RTV_LN_DISTRIB) tables are updated with the shipment quantities and dates. The RTV line shipment status is changed to Shipped if the shipped quantity is greater than or equal to the return quantity. In addition, keep in mind that return to vendor stock is normally stocked in a non-nettable material storage location (such as inspection, hold, or WIP), therefore, the Inventory business unit's total available quantity is not reduced when RTV stock is depleted.

    See Processing Return to Vendor Stock Requests in Demand Fulfillment.

You can launch the process using the Deplete On Hand Qty Requests process page, the Shipping/Issues-Order Summary page, the Express Issue page, the Front End Shipping process, and the Shipping process.

Page Name

Definition Name

Usage

Deplete On Hand Qty Requests Page

RUN_IN_FULFILL_DPL

Establish parameters for a stock depletion request.

Within the Deplete On Hand Qty process, a substantial reduction in processing time can be achieved by using set-based processing to number the lines of the newly-created transaction history records placed in TRANSACTION_INV. As delivered, the system uses row-by-row processing to create the transaction history sequence numbers. By performing additional setup steps you can switch from row-based processing to set-based processing to generate the line numbers.

Note: The set-based approach is optional. The delivered default option is the row-by-row approach.

Set-based processing of the line numbers can be accomplished by using the database platform's approach and syntax to generate sequential numbers. All PeopleSoft supported database platforms have an approach for generating sequence numbers within the database. The Deplete On Hand Qty process can take advantage of this feature with some minor additional setup steps.

The architecture of the set-based sequence approach is similar across all platforms with just a few changes for platform specific syntax:

  • Create a temporary working table with an identity column or use a database specific row number function on the database platform, depending on the platform.

    The syntax is platform specific but the behavior is fairly common. The create table syntax is delivered as a special PeopleSoft Data Mover Script (DMS) for installation, however, some platforms will require further intervention by your database administrator.

  • During the Deplete On Hand Qty process, the SQL statement to insert the data to the special temporary work table has slightly different syntax on different database platforms but the behaviors are very common across platforms.

This syntax is delivered as part of the process logic and requires no special user intervention

Database Platform

Sequential Numbering Method

Microsoft SQL Server, DB2, and OS390

These platforms use an IDENTITY type column. When a table is created with an identity column, the sequence numbers are generated automatically by the database behind the scenes.

Oracle

This platform uses a ROWNUM function to generate sequential numbers.

The set-based sequencing approach depends on a special installation process to set up the objects. The setup has the following steps on all platforms except Oracle:

  1. Find the DMS for your specific database platform.

    The scripts are located on the scripts folder: <PeopleTools home>\scripts.

    Database Platform

    PeopleSoft Data Mover Script

    Microsoft SQL Server

    in_id_create_mss.dms

    DB2

    in_id_create_db2unix.dms

    OS390

    in_id_create_db2os390.dms

    Oracle

    (No DMS needed)

  2. Engage your Database Administrator and review the provided PeopleTools DMS.

    If the database is configured to use the unicode character set, then the DMS must be modified manually. Some platforms require tablespace names and other database administration parameters to be defined as part of the create table command.

  3. Run the provided PeopleTools DMS to recreate the sequence numbering work table (the IN_DP_TR2_TM2 record) with an IDENTITY type column.

  4. The Set based Sequencing check box on the Installation Options- Inventory page should now be available.

    Select the check box to use set-based sequencing.

On Oracle, the installation process for set-based sequencing is just one step. Select the Set based Sequencing check box on the Installation Options- Inventory page. It is always available on an Oracle platform. The system uses a built-in database ROWNUM function and work table (the IN_DP_TR2_TMP record) as originally installed by PeopleTools.

At run time, the Deplete On Hand Qty process checks for three specific issues before deciding to use set-based sequencing:

  • Verifies the DMS has been run (This is always set for ORACLE).

  • Verifies the Set based Sequencing check box has been selected on the Installation Options-Inventory page.

  • Verifies the table structure of the sequence numbering work table (PS_IN_DP_TR2_TMP in Oracle and PS_IN_DP_TR2_TM2 in the rest of the platforms) and its sub record have not changed since the time the Set based Sequencing check box was selected.

Use the Deplete On Hand Qty Requests page (RUN_IN_FULFILL_DPL) to establish parameters for a stock depletion request.

Navigation:

Inventory > Fulfill Stock Orders > Shipping > Deplete On Hand Quantity

This example illustrates the fields and controls on the Deplete On Hand Qty Requests page. You can find definitions for the fields and controls later on this page.

 Deplete On Hand Qty Requests page

See Common Elements Used in Understanding Shipping Rules.

Field or Control

Description

Deplete Unassigned Deliveries from Manual Business Units

Select this check box to deplete demand lines that are not assigned to a delivery ID. This check box is only displayed if you have chosen the value of Manual in the Delivery Option field of the Setup Fulfillment-Delivery/Freight page.