Using the Pegging Workbench

The Pegging Workbench is used to create, change, or remove pegs. The workbench enables you to link a specific quantity from a demand to incoming supply. For example, 10 units of a soft-reserved item on an order's demand line can be pegged to 10 units on a purchase order line that contains 50 units. One demand line can be pegged to one or more supply-side lines. For example, 10 units of a soft-reserved item on an order's demand line can be pegged to 4 units on one purchase order and 6 units on another purchase order. In addition, you can peg the supply side to the demand side. One supply-side line can peg to one or more demand lines; for example, starting with a purchase order line with 50 units and pegging to a sales order that needs 10 units and then pegging to an MSR that needs 30 units.

The demand and supply lines that can be viewed and pegged using the Pegging Workbench are limited your pegging setup. Users can only access demand order types and supply order types defined for them in the User Security page. The Pegging Setup page and the Pegging Item Setup page can limit the time window of the Pegging Workbench for each user based on business unit or item. For example, a user may be limited to the supply order type of purchase orders due within the next week. The pegging setup also has the additional benefit of limiting the number of supply or demand lines displayed on the Pegging Workbench, rather than showing all open demand and supply.

Note: A user cannot access the Pegging Workbench unless they have been defined on the User Security page.

The workbench can be accessed from several different pages throughout PeopleSoft.

In order to be displayed on the Pegging Workbench:

  • All orders must have some amount of open quantity. In other words, they cannot have been fully completed.

  • Material stock requests from PeopleSoft Inventory must be in the unfulfilled state, approved, and for soft-reserved items; including; interunit demand.

  • Sales orders from PeopleSoft Order Management must be in the unfulfilled state, approved, and for soft-reserved items.

  • Purchase orders from PeopleSoft Purchasing must have a distribution line status of open and the Inventory Business Unit field cannot be blank.

  • Requisitions from PeopleSoft Purchasing must have a value in the Inventory Business Unit field.

  • Production IDs from PeopleSoft Manufacturing must be in any status before pending complete. No production schedules can be pegged. Only the primary output of a production ID can be pegged; you cannot peg co-products or by-products.

  • Transfer supply from PeopleSoft Inventory must be approved and in any state other than pending or canceled.

The Pegging Workbench does not display:

  • Non-inventory items.

  • Product kits; however, the kit component demand lines are displayed.

  • Configured product kits.

  • VMI (supplier managed inventory) items.

  • Sales orders that are pegged to a direct ship purchase order or requisition.

Page Name

Definition Name

Usage

Search - Pegging Workbench Page

IN_PEG_SEARCH

Enter the search criteria for demand or supply to use on the Pegging Workbench.

Pegging Workbench Page

IN_PEG_DETAIL

For an order, view the possible sources of supply or demand. Apply, change, or remove pegs to the order.

Work Order Material Page

IN_PEG_WO_ADD_SP

Add a work order resource to an existing work order task and create an automatic peg to it from a requisition or purchase order.

Use the Search - Pegging Workbench page (IN_PEG_SEARCH) to enter the search criteria for demand or supply to use on the Pegging Workbench.

Navigation:

Inventory > Order Pegging > Order Pegging Workbench

This example illustrates the fields and controls on the Search - Pegging Workbench page. You can find definitions for the fields and controls later on this page.

 Search - Pegging Workbench page

Field or Control

Description

Order Type

Select an order type to determine the demand or supply for pegging. The order type selected determines the search criteria fields displayed. Order types are:

  • Production: (supply-side) Select to peg production IDs in PeopleSoft Manufacturing. This selection opens up the following search criteria fields: Production ID, Area (production area), Status (production status), and Type (production type).

  • Purchase: (supply-side) Select to peg purchase orders in PeopleSoft Purchasing. This selection opens up the following search criteria fields: PO Unit (PeopleSoft Purchasing business unit), Order No. (purchase order number), Order Line, Schedule, Distribution Line, Supplier ID, Supplier Location, Supplier Name, and Buyer.

  • Requisition: (supply-side) Select to peg requisitions in PeopleSoft Purchasing. This selection opens up the following search criteria fields: PO Unit (PeopleSoft Purchasing business unit), Order No. (requisition order number), Order Line, Schedule, Distribution Line, Supplier ID, Supplier Location, Supplier Name, Status (of the requisition), and Requester.

  • Sales Order: (demand-side) Select to peg sales orders in PeopleSoft Order Management. This selection opens up the following search criteria fields: OM Unit (order management business unit), Order No. (sales order number), Order Line, Schedule, Demand Line, Customer (Sold To customer), Ship To, Customer PO, Buy Agree ID (buying agreement ID).

  • Stock Request: (demand-side) Select to peg material stock requests in PeopleSoft Inventory. This selection opens up the following search criteria fields: Order No. (MSR order number), Order Line, Schedule, Demand Line, Customer, Ship To, Location, and Carrier ID.

  • Transfer Demand: (demand-side) Select to peg outgoing interunit stock requests shipping from the current inventory business unit to another inventory business unit. This selection opens up the following search criteria fields: Source Unit (originating inventory business unit), Destination Unit (receiving inventory business unit), Order No. (MSR order number), Order Line, Schedule, Demand Line, Location, and Carrier ID.

  • Transfer Supply: (supply-side) Select to peg incoming interunit stock requests that will be received into the current inventory business unit. This selection opens up the following search criteria fields: Destination Unit (receiving inventory business unit), Source Unit (originating inventory business unit), Order No. (MSR order number), Order Line, Schedule, Demand Line, Location, and Carrier ID.

  • WO Inventory: (demand-side) Select to peg work orders in PeopleSoft Maintenance Management. This selection opens up the following search criteria fields: Work Order Unit (PeopleSoft Maintenance Management business unit), Work Order ID, Task Number, Line, Work Type, Service Group, and Shop.

Include Closed Orders

Select this check box to access pegs that have been completed. This check box only displays for users that have been granted the ability to change the Peg QTY Putaway/Sourced field using the pegging User Security page. For more information about correcting pegs, see the "Changing Peg Chains" section of this topic.

See Changing Peg Chains.

Inventory Unit

Select the inventory business unit for pegging.

Item ID

Select an item ID for pegging.

Kit ID

Select a product kit ID to search for lines containing kit components. You cannot select configured product kits. This field displays for the following order types:

  • Sales Order

  • Stock Request

  • Transfer Demand

  • Transfer Supply

Field or Control

Description

From Date and To Date

Enter the date range for the scheduled shipment, arrival, or due dates.

Search

Select to activate the search based on your search criteria. Search results are displays at the bottom of the page in the Search group box.

Search

This group box displays a list of the lines (supply- or demand-side) that meet the search criteria entered above. Use this group box to select the line to peg. If the search results only return one row, the system takes you directly to the Details Pegging Workbench page.

Use the Details - Pegging Workbench page (IN_PEG_DETAIL) to for an order, view the possible sources of supply or demand.

Apply, change, or remove pegs to the order.

Navigation:

Inventory > Order Pegging > Workbench. Select a row from the search results.

This example illustrates the fields and controls on the Details - Pegging Workbench page.

 Details - Pegging Workbench page

This example illustrates the fields and controls on the Quantity tab of the Details - Pegging Workbench page. You can find definitions for the fields and controls later on this page.

 Quantity tab of the Details - Pegging Workbench page

The top part of this page displays information about the line (demand or supply) that you selected for pegging on the Search - Pegging Workbench page.

Field or Control

Description

Unit and Item ID

Displays the inventory business unit and item ID of the line that you selected for pegging. The available orders to peg to that are displayed in the Details group box are filtered based on the inventory business unit and the item ID. For example, if a sales order with the item ID 10001 and inventory business unit US010 is displayed, then the Details group box will only display requisitions, purchase orders, production IDs, or incoming interunit stock requests (transfer supply) with the item ID 10001 and the destination inventory business unit US010. The same is true when pegging supply to demand. For example, if a purchase order with the item ID 10001 and inventory business unit US010 is displayed, then the Details group box will only display sales orders, stock requests, work orders, and transfer demand with the item ID 10001 and the destination inventory business unit US010.

Kit ID

If the line you have selected for pegging is part of a product kit, then this field displays the product kit ID. Select the product kit link to access the Kit Display page where you can view more information about the kit and all of the components.

See Kit Display Page.

From Date and To Date

Displays the date range for the lines displayed in the Details group box. The initial date range is based on the Workbench Detail Date Range entered on the Pegging Item Setup page or the Pegging Setup page. You can change the dates to refine the displayed lines for pegging.

Hide Other Fully Pegged Orders

Select to remove fully pegged supply or demand from the displayed lines in the Details group box. The page will only list orders that have some unpegged quantity available; enabling you to focus on available quantities. For example, if a purchase order is fully pegged to one stock request, then it does not appear in the Details group box for any other stock requests if this box is checked. If you deselect the check box, then orders that are fully pegged to orders other than the header order appear in the Details group box, but they cannot be pegged. By viewing fully pegged orders with the item ID needed, you can identify orders that you might want to un-peg in order to get quantities for the current peg.

QTY Order

Displays the total quantity on the order. This includes quantities that were not pegged as well as pegged quantities.

Pegged Quantity

Displays the pegged quantity for the supply transaction or the demand transaction.

Peg Remaining

Displays the current quantity that can be pegged. The quantity is calculated as follows: QTY Order less Qty Reserved less Pegged Quantity plus Peg Completed Quantity.

Add Work Order Material

Use this link to access the Work Order Material page where you can add business unit, Work Order ID, and Task Number to add a work order part to an existing work order and create an automatic peg. This link only displays if you are pegging a requisition or purchase order.

Details

The Details group box displays the available orders that can be pegged to. If the top part of this page displays information about a demand line, then the Details section displays the supply (requisitions, purchase orders, production IDs, and transfer supply) available for pegging. If the top part of this page displays information about a supply-side line, then the Details section displays the demand (sales orders, stock requests, work orders, and transfer demand) available for pegging. Keep in mind that the demand and supply that can be viewed and pegged using the Pegging Workbench are limited by user ID on the User Security page.

If there was already quantity pegged to the demand or supply displayed on the top part of this page, then the system displays these pegged lines first and enables you to change the pegged quantity against that line or zero the quantity out to break the peg chain.

Field or Control

Description

Order Information

Displays the source business unit and order number. Select the line link to access an inquiry page with additional information about this order.

Line

Displays the order line, schedule line, and distribution (or demand) line.

Hard Peg

Indicates if the row has hard-pegged demand or supply. Hard pegs indicate that the existing peg has a one to one relationship between a demand line and a supply-side line. If you attempt to peg additional demand or supply quantities to this row, the system display a warning message that this action will change the peg to a soft peg. If you continue with the change, then the peg chain will be changed to a soft peg.

QTY Available Remaining

Displays the item quantity that is available to be pegged.

QTY Pegged

Displays the total pegged quantity of this line. Completions are not subtracted from this quantity.

Open Qty Pegged

Displays the total peg quantity less any completions. To create a peg, enter a quantity in this field to be pegged against the line that is displayed at the top of this page and then click the Save button. This creates the peg chains for the demand and supply. To break (remove) a peg, enter zero in this field and then click the Save button.

Pegged QTY Received

Displays the pegged quantity that has already been received or completed.

Note: This displayed quantity is not decrease for returned materials on RTV transactions.

Pegged QTY Putaway/Sourced

Displays the pegged quantity that has already been putaway into a PeopleSoft Inventory business unit. If this is a requisition, then this field displays the quantity that has already been sourced to a purchase order or material stock request.

This field is changeable if you have selected the Allow Change check box on the pegging User Security page. The ability to change this field helps you correct input errors or reverse completed pegs. For example, you would want to reduce this quantity if the receipt was entered in error or the incorrect quantity was received. Reducing this field automatically increases the Open QTY Pegged field by the same amount, thus reestablishing the peg between the purchase order (or production ID) and the demand-side transaction.

If the Deny Below Order Complete check box is selected on the pegging User Security page, then you cannot reduce the amount in this field below the quantity that has been putaway in the PeopleSoft Inventory business unit. Since the pegging records are tied to the supply and demand transactions, you must first update these transactions. For more information about correcting pegs, see "Changing Peg Chains" section of this topic.

Note: The Pegged QTY Putaway/Sourced field is never changeable for a requisition.

See Changing Peg Chains.

Total QTY Putaway/Sourced

(supply-side only) Displays the total quantity of this line that has already been putaway into a PeopleSoft Inventory business unit. If this is a requisition, then this field displays the total quantity that has already been sourced to a purchase order or material stock request.

Note: All quantity fields use the standard unit of measure for the item ID.