Setting Up the Shortage Workbench

To enter data into the Shortage Workbench, you must define one or more templates in the Template Maintenance component. A template ID is a collection of configuration options used to dynamically generate the selection criteria and other fields that appear to the user on the workbench. The fields are organized hierarchically, first by category and then by subcategory, so that multiple sets of fields can be defined for a page within the same template. Access can be granted to a template at the SetID level, at the business unit level, by user role, or by user ID. Set up different templates for different sets of users or business units; for example, an inventory supervisor would have greater access to view and edit more fields than a shipping clerk and a customer service representative would only be interested in sales orders from PeopleSoft Order Management.

In order to add a template ID, you must identify the template code to be used. Template codes are system defined and cannot be altered. The system delivers the template code SHORT_WRKBENCH. The template code definition identifies the categories, subcategories, and fields that are valid to be added when creating a template, as well as the field types (that is, check boxes, edit boxes, and so on) and prompt tables.

For more information on Shortage Workbench templates, see the Utilizing the Fulfillment Engine topic.

EWN Notifications and Reason Codes

You can enter a reason code and comments for any action that causes a quantity decrease to a demand line's promised, reserved or allocated quantity. A notification is launched and users can view the information using the Message Dashboard, email, or the worklist. The information can also be viewed by building your own report or inquiry. The notification includes the following information:

User ID of the person who unreserved, unpromised, or deallocated using the Shortage Workbench.
Inventory business unit, demand source, source business unit, order number, line, and schedule.
Item ID.
Quantity in the standard UOM.
Reason Code and comments entered on the Shortage Workbench.

The reason code notification is valid for the following actions on the Shortage Workbench:

Accept Override Quantity
Unreserve
Unpromise
Deallocate

To activate the this feature:

On your workbench template for the shortage workbench, set the Control Reason Code Prompting field to the value of Required or Optional.

Required will not perform the action on the Shortage Workbench unless a reason code is entered.
On the Reason Codes page under the Set Up Financials/Supply Chain menu, create one or more reason codes using the Reason Type of INV Releasable Decrease.
The reason code must be defined with this reason type in order to be entered in the Shortage Workbench.
Verify the Message Registry is enabled for worklist or email.
If you disable the EWN notification registry by selecting the Disable All Notifications check box on the System-Level Notifications page or the BU-Level Notifications page, then entries in the Reason Code and Comments fields are not stored in the system.

Process Name	Process Category	Description
IN_RESERVATIONS	UNRESERVE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unreserved quantity on an MSR demand line. The notification is sent to the Message Dashboard and to the user identified on the System-Level Notifications page or the BU-Level Notifications page.
IN_RESERVATIONS	UNPROMISE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unpromised an ATP item on an MSR demand line. The notification is sent to the Message Dashboard and to the user identified on the System-Level Notifications page or the BU-Level Notifications page.
IN_RESERVATIONS	DEALLOCATE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has removed the hard allocation on an MSR demand line. The notification is sent to the Message Dashboard and to the user identified on the System-Level Notifications page or the BU-Level Notifications page.
OM_RESERVATIONS	UNRESERVE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unreserved quantity on a sales order demand line. The notification is sent to the Message Dashboard and to the customer service representative (CSR) on the sales order.
OM_RESERVATIONS	UNPROMISE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unpromised an ATP item on a sales order demand line. The notification is sent to the Message Dashboard and to the customer service representative (CSR) on the sales order.
OM_RESERVATIONS	DEALLOCATE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has removed the hard allocation on a sales order demand line. The notification is sent to the Message Dashboard and to the customer service representative (CSR) on the sales order.
WM_RESERVATIONS	UNRESERVE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has unreserved quantity on a work order demand line. The notification is sent to the Message Dashboard and to the User ID listed on the Contact field for the WO task. LEAD_PERSON is the actual field name on the WO Task table (WM_WO_TSK), contact person in the LEAD_PERSON field of the work order.
WM_RESERVATIONS	DEALLOCATE_SHORTWB	Provide notification that an action has been taken on the Shortage Workbench that has removed the hard allocation on a work order demand line. The notification is sent to the Message Dashboard and to the contact person in the LEAD_PERSON field of the work order.