Refining Inventory Details

Transfer Orders Page

PL_TRANSFER

Review and maintain parameters for interunit transfer orders, such as planning parameters, dates, and quantities.

Planned Transfer Orders Page

PL_PLN_TRNS

Review and maintain parameters for planned interunit stock requests manually created or created by the solver, such as planning parameters, dates, and quantities

Stock Requests Page

PL_STOCK_REQUEST

Review and maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.

Extra Demand Page

PL_EXTRA_DEMAND

Create or delete simulated customer orders for point demands that are not forecasted (simulations may include new product introduction or extra usage demands for which you may have an unexpected lack of supply), and model demands on inventory from other sources, such as spare parts planning, quality assurance demands, shrinkage, and so forth.

Approved

Select to approve an order manually. The system sends the order back to the transaction system as an approved order, and bypasses the approval logic in the Post Updates process.

Backorder Base

Represents the portion of the quantity requested base that could not be fulfilled with the business unit's current quantity available for the item. The value is recorded in the standard UOM.

Configuration Code

A non-active field that is related to a deprecated product.

Consume Forecast

Select to consider demand when running the Forecast Consumption process.

Demand Line

In PeopleSoft Inventory, orders for stock consist of demand lines. A demand line is the smallest request for stock that can be processed by the various fulfillment processes.

If an order line can be fulfilled with the available on-hand quantity in the business unit, it is assigned one demand line (line number 1), requesting the total quantity required to fulfill the order line. If the order line cannot be fulfilled with the available on-hand quantity and partial quantities are allowed, the system generates a backorder (if you have elected to cancel backorders, the additional quantity requested is canceled). The backorder process adds a demand line for the unfulfilled quantity; the only change in the demand key for the second demand line is the demand line number (line number 2).

Demand Source

Displays the source of the independent demand.

Frozen

Select to change the status of the order to frozen; the system does not reschedule frozen demands during the solver process. Frozen demands cannot be delayed, even if the demand priority defined for a frozen demand is lower than the demand priority for demand that is not frozen.

Include Quantity

Select to include the corresponding inventory transaction quantity in all of the planning functions. The system populates this field by default.

This option enables you to load an order in PeopleSoft Supply Planning and ignore the order during simulations. If you do not include an order quantity, the order appears on the corresponding refine page only; the order does not appear on workbenches or reports and is ignored by solvers.

Line

Displays the order line number.

Order Number

Displays the unique order ID for the corresponding inventory transaction. You can define order numbers manually or set up automatic numbering in PeopleSoft Inventory. If you use automatic numbering, PeopleSoft Inventory generates an order number based on the default sequence that you defined on the User Preferences - Inventory page; if no default sequence exists, the system generates a number based on the default sequence that you specified for material stock requests on the Automatic Numbering page.

Pick Base

Represents the picked quantity in the item's standard UOM.

Planning Arrival Date/Time

The current scheduled transfer arrival date to the destination business unit. The system validates this value against the receiving calendar.

Planning Date/Time

The current scheduled transfer shipping date from the source business unit. The system validates this value against the shipping calendar.

This value must be less than or equal to the value in the Planning Arrival Date/Time field.

Priority and Priority Rank

Enter a demand priority value between 1 and 999. The system assigns priorities to demands during the Load Planning Instance process based on established demand priority rules. In the absence of demand priority rules or for a matching demand priority rule for a given demand, the system assigns to the priority 999. The system also uses the demand priority value, 999, as a default value when assigning priorities. When manually adding demand to a planning instance, specify the priority.

See Setting Up Demand Priority Rules.

Requested Base

Represents the order quantity in the source business unit. You cannot enter a negative value for this field. This field is required.

If you modify the value in this field, you must enter a value equal to or greater than the value in the Pick Base field.

Reserved

If selected, indicates that the system inserted the order line into the PeopleSoft Inventory IN_DEMAND table by some form of reservation processing: soft reservation, nonsoft reservation, ATP reservation, or lot allocation. Once inserted into IN_DEMAND, the order line can be released for picking.

Schedule

Displays the schedule number.

Scheduled Arrival Date/Time

Date that the transaction system expects to receive the transfer in the destination business unit.

Scheduled Date/Time

Date that the transaction system expects to ship from the source business unit.

Ship Base

Represents the portion of the quantity requested base confirmed as shipped in the item's standard UOM.

Ship Via

Displays shipping method.

Planning Sequence Number

Represents the numbering scheme that the system uses to keep planned orders in the Planning Instance table synchronous with those in the transaction system.

Each time that you run the Load Planning Instance process in regeneration mode, the process initializes the next available planning sequence number to zero. The process resequences all of the planned orders that exist in the transaction system when inserting them into the Planning Instance tables. After inserting all of the orders into the tables, the process updates the next available planning sequence number on the Planning Instance table to equal the last planning sequence number used, plus one.

When new planned orders are inserted in the planning instance, the system increments the planning sequence number for each new record.

Delete

Click to delete the planned transfer order.

Status

Displays the current status for the planned transfer. Values are:

• Canceled: PeopleSoft Supply Planning does not pass canceled orders back to the transaction system.

• Planned: The system deletes all of the planned orders when you run the Material and Capacity Feasible solver in regenerative mode.

• Firmed: The system does not delete planned orders with a status of Firmed when you run the Material and Capacity Feasible solver in regenerative mode but can cancel them. Solvers can reschedule firmed orders provided the order is not frozen.

Intransit

Displays the number of days and hours required to transfer the item between business units.

Delete

Click to delete the extra demand order from the planning instance.

Scheduled Quantity

Enter the number of items to include in the order. The value that you enter here cannot be a negative number. This field is required.

Comments

Enter a description of the order.