Staging Interunit Transfers Using an Electronic Data Collection System
If you have an electronic data collection system, you can use the InterUnit Receipt EIP to receive items transferred between business units; for example, a third-party materials management systems could stage an interunit receipt for processing in PeopleSoft Inventory by using this EIP. The InterUnit Receipt EIP is an inbound asynchronous service operation that also supports the requirements of the industry standard EDI transaction set: X.12 944 - Warehouse Stock Transfer Receipt Advice and acknowledges that a third-party has received an interunit transfer shipment. Any third-party material management system can stage interunit receipt data for processing in PeopleSoft by using the Interunit Receipt EIP
Note: You cannot use the InterUnit Receipt EIP to receive shipping containers.
Setting Up the InterUnit Receipt EIP
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.
|
Service Operation |
Direction and Type |
Handlers |
Chunking Available? |
Integrates With |
|---|---|---|---|---|
|
INTERUNIT_RECEIPT |
Inbound Asynchronous |
InterunitReceipt |
No |
third-party materials management system |
See Setting Up Service Operations.
See PeopleTools Integration Broker
Receiving Data Using the InterUnit Receipt EIP
Within the InterUnit Receiving page in the SCM Integrations menu, PeopleSoft Inventory provides three transaction codes: InterUnit Receipt (0120), InterUnit Receipt Lines (0121), and InterUnit Receipt End Tran (0125). This series of transaction codes process interunit receipts arriving from third-party systems and prepares them for putaway into PeopleSoft Inventory.
Use the InterUnit Receiving page to enter transactional data details. When you save the data, PeopleSoft Inventory inserts the information into the transaction log. You then run the InterUnit Receipt process (INPJIURV), which retrieves and processes the data in the transaction log and updates the appropriate system tables. If errors occur during the InterUnit Receipt process, you can use the Transaction Maintenance page to correct the errors and resubmit the transactional data.
The logic for staging interunit receipts using an electronic data collection system is similar to that for the online InterUnit and RMA Receiving component, with the following exceptions:
ChartField overrides are not permitted.
The InterUnit Receipt process does not create an IBU Transfer Adjustment (transaction group 042) when the received quantity does not equal the quantity originally shipped.
Instead, the system handles the receipt in one of the following ways:
If the interunit receipt total for the order equals the original quantity shipped, and if the Auto Close Receipts option on the Inventory Definition - Business Unit Options page is selected, the InterUnit Receipt process automatically closes the receipt header and line and marks the order line as received.
When comparing the quantities for lot-controlled items, the comparison occurs at the lot level instead of the receipt level.
If the interunit receipt total for the order does not equal the original quantity shipped, the corresponding receipt header and lines remain in Open status and the order line is not marked as received.
You must use the online InterUnit and RMA Receiving pages to close the interunit order and create the transfer adjustment.
Once all lines on the interunit order have been received and all receivers have been closed, the InterUnit Receipt process sends a response to the originating third-party system using the InterUnit Expected Receipt EIP with the action set to Close.
The InterUnit Receipt process ignores conditions that trigger a warning message in the online InterUnit and RMA Receiving component.
These conditions include an interunit receipt header with no associated receipt lines; a Closed receiver line status for an interunit ID that contains other open or pending lines; and putaway of items into lots or material storage locations that are restricted, rejected, on hold, or suspended.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
BCT_INV_IURCV |
Correct or modify transactional data for interunit transfers staged with an electronic data collection system or received from a third-party material management system. |
|
|
Inventory IU Receipts Page |
BCT_INV_REQIURV |
Define run control parameters for the InterUnit Receipt process by selecting . |
See the product documentation for PeopleTools: Integration Broker
Use the InterUnit Receiving page (BCT_INV_IURCV) to correct or modify transactional data for interunit transfers staged with an electronic data collection system or received from a third-party material management system.
Navigation:
This example illustrates the fields and controls on the InterUnit Receiving page. You can find definitions for the fields and controls later on this page.
Transaction code options are:
Field or Control |
Description |
|---|---|
0120 - InterUnit Receipt |
Use to enter basic receipt information. |
0121 - InterUnit Receipt Lines |
Use to enter detailed receipt information. You can complete the receipt using only this transaction code (by selecting Transaction Complete) or using the InterUnit Receipt End Transaction. Note: This transaction code is the default value when you first open the page. |
0125 - InterUnit Receipt End Tran (interunit receipt end transaction) |
Use to complete an interunit receipt. When you save the transaction, PeopleSoft Inventory sets the transaction log status for the receipt to New, enabling the InterUnit Receipt process to pick up the transactional data for processing. |
Note: The system displays or hides certain fields on this page depending upon the transaction code that you select.
Field or Control |
Description |
|---|---|
Grouping |
Indicate how records belonging to this receipt should be identified. Values are:
|
Receiver ID/Line |
These fields are optional. If you do not enter values here, the system assigns them automatically during the InterUnit Receipt process. Any values that you enter must be unique within the business unit. If you include a receiver ID for one row, include it for all rows that you enter for this receipt, and set the Grouping field value to Receiver ID. |
InterUnit ID/Line |
If you are using the InterUnit Receipt Lines transaction code, include an interunit ID and either an interunit line or an item ID. If you include only the item ID, the InterUnit Receipt process verifies that this item occurs only once in the demand fulfillment table (IN_DEMAND). If the item exists in more than one row, the system rejects the transactional data. |
Port Of Unloading |
If Intrastat reporting is required, enter the appropriate information. |
The Intrastat Interunit Returns and Replacement fields are only available for Intrastat interunit transfers. If both the source and destination business units are members of the European Union and require Intrastat reporting, mark the interunit receipt as a replacement or a return.
Field or Control |
Description |
|---|---|
Intrastat InterUnit Returns |
The interunit or intercompany transfer contains goods that were previously sent to another business unit but are now being returned. The transfer is reported on the Intrastat return with a Nature of Transaction code indicating that it is a return. (If you clear this option, the transfer is a normal transfer and is reported on the Intrastat return with a Nature of Transaction code indicating that it is a purchase). If you select this option, the Replacement field value is NA (not applicable). A transfer can be a return or a replacement but not both. |
Replacement |
This field works in conjunction with the Intrastat InterUnit Returns field. Values are: NA: The interunit transfer is a normal transfer order or a return. This is the default value when the Intrastat InterUnit Returns option is selected. RN (replacement of goods not returned): The transfer replaces an order that had been previously received but was scrapped or otherwise disposed of. The transfer order is reported on the Intrastat return with a Nature of Transaction code indicating that it is a replacement of goods that have not been returned. RR (replacement of returned goods): The transfer replaces an order that was returned to the source business unit. The transfer order is reported on the Intrastat return with a Nature of Transaction code indicating that it is a replacement of goods that have been returned. |
Note: The business unit defaults that you established on the Inventory Display Options page govern whether lot, serial, staged date, and configuration fields appear upon entry to this page. Any fields for which the default is Yes always appear. Any fields for which the default is No appear when you save or refresh the page, and only if they apply to the item in question.
Note: The business unit's default display options determine how many location levels appear upon entry to this page. If you are entering a material storage location that requires additional levels, enter the storage area, then refresh the page to display the remaining levels for that area.
Field or Control |
Description |
|---|---|
Transaction Complete |
If you are using the InterUnit Receipt Lines transaction code, select to complete the receipt without entering an InterUnit Receipt End Tran transaction. |
When you save the page, PeopleSoft Inventory inserts the transactional data into the transaction log and clears the page; therefore, you can enter a new transaction.