Using Workflow in PeopleSoft Inventory

Interunit Transfer Confirmation

This workflow creates an interunit transfer shipment confirmation in the form of an email to the destination business unit. The email is launched from either the Shipping/Issues - Order Summary page or the Express Issue page for interunit transfer orders.

Lot Expiration/Lot Retest

An Application Engine process checks for lots that have a retest date or a lot expiration date earlier than the current date and creates a worklist entry. When you select the worklist entry, the system transfers you to the Lot Control Information page, where you can update the lot's status, retest date, and expiration date.

Negative Balances

An Application Engine process, named Notify Negative Inventory (IN_WFNEGINV) checks for negative balances and creates a worklist entry. This process can be found by navigating to PeopleTools, Application Engine, Request AE. When you select the worklist entry, the system transfers you to the Negative Balances Inquiry page, where you can view the negative balances and either generate a cycle count or adjust the quantities.

Shipment Shortage

An Application Engine process checks for shipments with a quantity shortage and generates an email notification to the role user, based upon the demand source of the order (PeopleSoft Order Management, PeopleSoft Purchasing, PeopleSoft Inventory, or PeopleSoft Planning).

Bar Code Transaction Errors

An Application Engine process checks for barcode transactions that have an error status and generates a worklist entry. When you select the worklist entry, the system transfers you to the Transaction Error page, where you can view and correct the errors.

Lot Allocation

When processing completed configured items from PeopleSoft Manufacturing, the Complete Putaway process (INPPPTWY) determines whether an order line is waiting to be lot allocated. The Complete Putaway process creates a worklist entry for order lines associated with the completed production ID. When you select the worklist entry, the system transfers you to the Allocate Lots page.

Fixed Bin Replenishment

This workflow enables you to stock transfers efficiently from the main warehouse or stockroom to fixed picking locations that need to be replenished.

Fixed Picking Replenishment

This workflow, which is activated by the picking plan, notifies warehouse personnel to transfer stock from inventory to the fixed picking locations to ensure enough stock is available to fulfill orders for shipment.