Understanding Stock Quantity Adjustments and Transfers in a Business Unit

PeopleSoft Inventory tracks and summarizes item quantities at the storage-location level for the business unit, providing an instantaneous view of material position when you need it. PeopleSoft Inventory also keeps inventory balances accurate by completing ad hoc adjustments and transferring material within business units. For both adjustments and transfers, you can complete the transaction by:

• Manually entering the adjustment or transfer using online pages. This method is best for exceptions or ad-hoc transactions.

• Loading transaction data through an enterprise integration point (EIP). The data is loaded into the inbound staging tables and then a process is run to update the PeopleSoft production tables. Use the service operations within PeopleSoft Integration Broker to load data from a third-party source such as a flat file, radio frequency (RF) system, or warehouse management system (WMS). For adjustments, use the INVENTORY_ADJUSTMENT service operation and for transfers, use the INVENTORY_TRANSFER service operation.

• Using the PeopleSoft transaction pages located under the SCM Integrations, Create Transactions menu to load data from a keyboard wedge. For adjustments, use the Quantity Adjustment (transaction) page and for transfers, use the Storage Location Transfers (transaction) page.