Accepting Stock Requests from PeopleSoft Supply Planning

Recommendations for adding or rescheduling external stock requests, internal stock requests, and interunit transfers can be generated in PeopleSoft Supply Planning using inventory planning messages. Once a plan has been created and recommendations have been made, planning messages are placed into the DEM_CHG_INF_INV interface table using the Post Updates process (PL_POST). This process generates inventory recommendations, updates, and post errors. At that time, you can review, analyze, approve, and apply those inventory updates to PeopleSoft Inventory.

To process PeopleSoft Inventory updates:

  1. Review the errors that occurred during the Post Updates process using the Review Planning Post Errors component.

    When you run the Post Updates process, the system finds errors. The system generates error messages when the situation in PeopleSoft Inventory has changed from the last time that the PeopleSoft Supply Planning update was initiated. For example, you'll receive an error message if PeopleSoft Supply Planning suggests canceling an interunit order but the interunit order has already been completed in PeopleSoft Inventory.

  2. (Optional) Review and approve the recommended PeopleSoft Inventory updates using the Approve Planning Updates component.

    Use this component to manually approve the updates that you want to apply to PeopleSoft Inventory. You can automatically approve all of the changes during the Post Updates process.

  3. Apply the approved PeopleSoft Inventory updates to PeopleSoft Inventory by initiating the Apply Planning Updates COBOL process (INPAPLAN).

  4. Review the errors that occurred from the Apply Planning Updates process using the Review Apply Planning Errors component.

    When you apply the PeopleSoft Inventory updates and the system finds data errors, the system generates error messages. These error messages might have been generated because a change in the production data occurred since you ran the Apply Planning Updates process or because a business rule violation occurred (example violation: an invalid intercompany setup).

Page Name

Definition Name

Usage

Post Updates Page

PL_POST_REQ

Extract new orders and changes to existing orders from the planning instance. Validate and stage orders for application to the transaction system.

Review Planning Post Errors - Search Page

DEM_EXC_SRC_INV

Define the search criteria for the inventory post errors that you want to review by selecting Inventory > Fulfill Stock Orders > Inventory Planning Messages > Review Planning Post Errors.

Review Planning Post Errors - Inventory Errors Page

DEM_EXC_SUM_INV

Review the details of inventory post errors by selecting Inventory > Fulfill Stock Orders > Inventory Planning Messages > Review Planning Post Errors.

Approve Planning Updates - Search Page

DEM_CHG_SRC_SPL

Define the search criteria for the PeopleSoft Inventory updates that you want to review by selecting Inventory > Fulfill Stock Orders > Inventory Planning Messages > Approve Planning Updates.

Approve Planning Updates - Inventory Messages Page

DEM_CHG_SUM_SPL

Review and approve PeopleSoft Inventory updates that you want to apply to PeopleSoft Inventory by selecting Inventory > Fulfill Stock Orders > Inventory Planning Messages > Approve Planning Updates.

Message Detail Page

DEM_CHG_MSD_INV

View the message details for a particular PeopleSoft Inventory update by clicking the Details button next to an update on the Approve Planning Updates - Inventory Messages page.

Apply Planning Updates Page

DEM_CHG_REQ_INV

Initiate the Apply Planning Updates process to apply the approved updates to PeopleSoft Inventory by selecting Inventory > Fulfill Stock Orders > Inventory Planning Messages > Apply Planning Updates.

Review Apply Planning Errors - Review Planning Exceptions Page

DEM_CHG_EXC_INV

Review the PeopleSoft Inventory updates that have been applied to the system through the Apply Planning Updates process by selecting Inventory > Fulfill Stock Orders > Inventory Planning Messages > Review Apply Planning Errors. This page displays the errors that occurred for a particular update and also displays the updates that were processed successfully.

Exception Detail Page

DEM_CHG_EXD_INV

View the order details of a specific PeopleSoft Inventory error or processed update by clicking the Details link next to an update on the Review Apply Planning Errors - Review Planning Exceptions page.