Viewing Item Balances

Page Name

Definition Name

Usage

Item Balance by All Units Page

INV_ALLBU_ITEM_INQ

Display the item's balances across your enterprise.

Item Balance by Unit Page

INV_BU_QTY_INQ

Display item balances in a specific PeopleSoft Inventory business unit.

Item Balance by Location Page

LOC_BAL_INQ_INV

Display the quantity of an item by storage location in a PeopleSoft Inventory business unit.

Allocated Items by Location Page

ALLOC_INQ_INV

Displays the allocated quantity for an item within a specific material storage location. In addition, this page displays the pegged quantity and item attribute details.

Negative Balances Page

NEGATIVE_INQ_INV

Review and resolve negative quantities at the business unit, location, and item-lot combination levels.

Negative Balances - Unit Detail Page

NEGATIVE_INQ2_INV

View information about negative balances for an item at the business-unit level.

Negative Balances - Lot Detail Page

NEGATIVE_INQ3_INV

View information about negative balances for the item-lot combination.

Negative Balances - Location Detail Page

NEGATIVE_INQ4_INV

View information about negative balances for the storage location.

Negative Balance Report

RUN_INS5300

Define parameters for the Negative Balance report.

Inventory > Manage Inventory > Reports > Negative Balances

Stock Status Report

RUN_INS5400

Define parameters for the Stock Status report.

Inventory > Manage Inventory > Reports > Stock Status

Use the Item Balance by All Units page (INV_ALLBU_ITEM_INQ) to display the item's balances across your enterprise.

Navigation:

Inventory > Manage Inventory > Review Inventory Balance Info > Item Balance by All Units

This example illustrates the fields and controls on the Availability Detail page (1 of 2). You can find definitions for the fields and controls later on this page.

 Item Balance by All Units page

The system displays all the business units in which the item is defined. Click the linked business unit value to access the Item Balance by Unit page, where you view additional quantity balance information for a specific business unit. The quantity information is summed for all business units.

Field or Control

Description

Item Information

This group box displays the item quantities from the business units within one SetID. Use the right-side of the top scroll bar to switch from one SetID to another SetID.

Use the Item Balance by Unit page (INV_BU_QTY_INQ) to display item balances in a specific PeopleSoft Inventory business unit.

Navigation:

Inventory > Manage Inventory > Review Inventory Balance Info > Item Balance by Unit

This example illustrates the fields and controls on the Item Balance by Unit page. You can find definitions for the fields and controls later on this page.

 Item Balance by Unit Page

Field or Control

Description

Quantity On Hand

Displays the entire item quantity for this business unit, including, quantity that has been soft-reserved, hard-allocated, available stock, and staged for shipping.

Qty Available

Displays the quantity available in this business unit to fulfill demand. This is the total quantity on hand less the quantity reserved and allocated.

Qty Reserved

Displays the item quantity that is reserved and allocated for this business unit.

Qty Open Peg

Displays the total peg quantity less any completions for this business unit and item ID combination. A completion is a peg quantity that has been received and putaway into the Inventory business unit. The open peq quantity in this field displays the amount of incoming stock that is currently pegged to fulfill existing demand.

See Understanding Pegging.

History Information

The dates of the last adjustment, last putaway, and last order that affected the quantity balance.

Item Balance By All Units

Access quantity balance information across all business units in which the item is defined.

Item Balance By Location

Access quantity balance information across storage locations in a specific business unit.

Item Fulfillment Status

Access the fulfillment status of orders for the selected item.

Use the Item Balance by Location page (LOC_BAL_INQ_INV) to display the quantity of an item by storage location in a PeopleSoft Inventory business unit.

Navigation:

Inventory > Manage Inventory > Review Inventory Balance Info > Item Balance by Location

This example illustrates the fields and controls on the Item Balance by Location page. You can find definitions for the fields and controls later on this page.

 Item Balance by Location page

This page displays item quantities in a business unit and within the material storage locations.

Field or Control

Description

Area, Lev 1, Lev 2, Lev 3, and Lev 4

Displays the material storage location where the stock is located.

Nettable

Displays whether the material storage location is nettable or non-nettable. Non-nettable locations are not available for reservations and are not released to picking by the Order Release process.

Qty Reserved

Displays the quantity at the material storage location that has been allocated to fulfill orders, such as material stock requests, sales orders, and work orders.

Click the quantity link to access the Allocated Items by Location page where you can view the quantity that has been allocated to specific orders as well as pegged quantities and item attributes.

Qty Storage

Displays the item quantity in this material storage location that is not allocated. This includes available quantity plus reserved quantity.

Qty Reserved Base

Displays the allocated quantity in the standard (base) unit of measure.

Qty Storage Base

Displays the item storage quantity in the standard (base) unit of measure.

Total in Storage Locations

Displays the total of the Qty Storage column.

Item Balance By Unit

Accesses the Item Balance by Unit page, where you can view quantity balance information at the business-unit level.

Note: You can confirm the value for the Quantity On Hand field that appears on the Item Balance by Unit page by adding the item quantities in the Qty Storage column, the Qty Reserved column, and the Total Staged for Shipping field.

Use the Allocated Items by Location page (ALLOC_INQ_INV) to displays the allocated quantity for an item within a specific material storage location.

In addition, this page displays the pegged quantity and item attribute details.

Navigation:

Click the Qty Reserved link on the Item Balance by Location page or the Inventory Inquiry by Location Details page.

This example illustrates the fields and controls on the Allocated Items by Location page. You can find definitions for the fields and controls later on this page.

 Allocated Items by Location page

This page displays the item quantities allocated to a demand line at the materials storage location level.

Quantity Details tab

Field or Control

Description

Source, Src BU, Order No, Line, Sched, Demand, and Seq #

Identifies information about the orders that has been hard-allocated to this material storage location. These columns display the source application, source business unit, order number, line number, schedule line number, demand line number, and sequence line number. These fields uniquely identify the demand that is allocated to this materials storage location.

Qty Reserved

Displays the allocated item quantity for this order within this material storage location. This quantity is expressed in the stocking unit of measure.

Qty Reserved Base

Displays the allocated item quantity for this order expressed in the standard unit of measure.

Qty Pegged

Displays the total pegged quantity of this demand line. Completed pegs are included in this quantity.

Click the quantity link to access the Pegging Inquiry component where you can review the peg in more detail.

See Monitoring Peg Chains.

Qty Complete

Displays the pegged quantity that has already been received and putaway into a PeopleSoft Inventory business unit.

Pegged Quantities

This page displays two field for pegging; Qty Pegged and Qty Complete. It is important to understand that the quantities displayed in these fields are by demand line and not by the combination of demand line/material storage location. The pegged quantities shown can be greater than the reserved or on-hand stock for the displayed material storage location. For example, demand line 1 of an order has 100 units of item ID 10002. All 100 units have been pegged to an incoming purchase order. When the purchase order is received and the stock is putaway into the inventory business unit, 100 units of item ID 10002 are allocated to fulfill the pegged demand line. To fulfill this demand line, the system allocated stock from multiple material storage locations; 50 units were allocated in Area2/1/1, 30 units were allocated in Area4/2/8, and 20 units were allocated in Area1/6/4. However, when you look at the Allocated Items by Location page for item ID 10002 and material storage location Area2/1/1, you see a Qty Reserved of 50 units, and a Qty Complete of 100 units (the entire demand line's completed peg). The Qty Pegged field would also display 100 units. For more information on pegging, see the PeopleSoft Supply Chain Management Common Information .

See .Understanding Pegging

Lot/Serial/Container tab

Displays the staged dates and IDs for lot, serial, and storage container for this allocation.

Pick Batch/WIP Location tab

This section displays all orders that have been allocated to this material storage location. The allocation type of standard, pre-allocations, or lot-allocations is shown in the Allocation column. For allocated orders that are in the picking stage of demand fulfillment, this tab displays the pick batch ID and pick line. For production IDs from PeopleSoft Manufacturing, the work in progress (WIP) location is displayed, if applicable.

Use the Negative Balances page (NEGATIVE_INQ_INV) to review and resolve negative quantities at the business unit, location, and item-lot combination levels.

Navigation:

Inventory > Manage Inventory > Review Inventory Balance Info > Review Negative Balances

Field or Control

Description

Negative At

Values are:

Unit: View quantity information for the item at the business-unit level.

Lot: View quantity information for the item-lot combination at the business-unit level.

Location: View quantity information for the storage location.

Adjust Quantities

Click to access the Adjustments page, where you can perform quantity adjustments for storage location balances.

Perform Cycle Count

Click to access the Setup Counting Event-Count Options page, where you can set up default values for the Event Creation process.

View Transaction History

Click to access the Review Transaction History Inquiry page, where you can view inventory transactions for a specific period.

The Inventory Stock Levels (IN_STOCK_LEVELS) EIP is a synchronous outbound service operation to notify third-party systems of the current inventory stock levels.

Setting Up the ASN EIP

To set up the IN_STOCK_LEVELS EIP:

  • Use the information in the table below and refer to the setup instruction in the Setting Up Service Operations topic.

  • The message attached to this service operation is unstructured.

    You need to define the message before using the EIP.

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

IN_STOCK_LEVELS

Outbound

Synchronous

(None)

No

Third-party system

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. To set up this service operation:

See the product documentation for