Common Elements Used to Create Planning Instance Definitions

Category

Select the search criteria by a specific category ID code. Category information reduces redundant data entry during item setup and requisition and purchase order processing. The system assigns default purchasing attributes of an item category to any item in that category.

Family

Select the search criteria by a specific item family code. In PeopleSoft Inventory, you can categorize items by groups and families. No formal relationship exists between item groups and item families, but you can use an item family to further classify an item group. For example, you can define that the hardware group consists of families of fresh water equipment and salt water equipment.

Item Group

Select the search criteria by a specific item group code. In PeopleSoft Inventory, you can group similar items together to create categories of items for alternate search keys and for reporting analysis.

Plan Unit Group

Displays a value based on the value that you selected in the Planning Instance field.

Planner Code

Select the search criteria by specific planners.

Utilization Type

Select the search criteria by a specific utilization type code. The system uses utilization types in conjunction with the Due To Count option for cycle counts.