Understanding Mobile Par Location Counts

The par location functions in PeopleSoft Inventory enable you to establish stock locations that can be replenished without tracking item on-hand quantities and material movement transactions. The par locations might be stockrooms in a warehouse or on a hospital floor, supply closets, exchange carts, moving carts that contain items, automated point-of-service dispensing machines, or trucks that are equipped with the supplies for handling service calls. You can use mobile devices to conduct periodic inventory counts to determine replenishment needs for each par location.

The following diagram illustrates the par location counting process when using mobile devices and PeopleSoft Mobile Inventory Management:

This example illustrates the process flow for counting the stock in a par location using a mobile device.

The sequence of events in the par location count using PeopleSoft Mobile Inventory Management is:

1. The par locations should be defined in the PeopleSoft Inventory business unit including the items in each par location, the optimal quantity for each item, and how each item should be replenished.

2. Use your mobile devices to count the par locations.

   Based on your setup for the par location in PeopleSoft Inventory, you can:

   1. Enter the current item quantity in the par location (count quantity) or enter the quantity needed in the par location (requested quantity).

   2. Count just the items that you choose or those items that are required to be counted.

   3. Accept or adjust an estimated count quantity that can be displayed to save input steps or conduct a blind count by entering each item quantity in a blank field. The default count quantity is calculated by the Calculate Average Usage process in PeopleSoft Inventory.

3. In PeopleSoft Inventory, run the Create Par Replenishment Requests process to generate orders for items that fall below optimal quantity levels. Based on your par location setup, this process replenishes the par locations using material stock requests, requisitions, or purchase orders.

   See Understanding Par Location Management.

PeopleSoft Mobile Inventory provides two separate task flows to enter count quantities for par locations.

Par count task flows include:

• The Par Count task flow that enforces the Count Required check box for each item within the par location. If it is necessary to count all required items in the par location, then use the Par Count task flow. The Count Required check box is defined for each item on the Define Par Location - Line page in PeopleSoft Inventory (Inventory > Replenish Par Locations > Define Par Location > Line). If the Count Required check box is selected, then you must enter a value in the Qty field for this item or an error occurs when you save this page.

• The Par Count Ad Hoc task flow that does not use the Count Required check box. It is used only for informational purposes. The Par Count Ad Hoc task flow enables you to count one or more items within a par location without counting all required items in the location.

Both task flows options display the same input screen.

To count par locations using the Par Count page and a mobile device:

1. On the PeopleSoft Mobile Inventory main menu, select the Par Count task flow or the Par Count Ad Hoc task flow.

2. On the Par Count page or the Par Count Ad Hoc, verify the Unit field is the correct inventory business unit.

3. Scan or enter the par location in the Location field.

4. Click the Fetch button or tab out of the Location field.

5. Enter the item quantities in the Qty column.

6. Click the Save button.