PeopleSoft Inventory Reports: A to Z

INX3500

Material Putaway Plan by Staging ID

Lists all items in a staging ID that are not in error. (BI Publisher)

Inventory > Putaway Stock > Review Putaway Plan

Click the Print button on the Review Plan page.

PUTAWAY_REVIEW_INV

INX5500

Replenishment Register

Lists all replenishment activities of a particular replenishment type by replenishment ID. (BI Publisher)

• Inventory > Replenish Inventory > Manage Replenishment Requests

  Click the Print button on the page.

• Inventory > Replenish Inventory > Review Replenishment Requests

  Click the Print button on the page.

REPLEN_REQUIST_INV

INX5501

Fixed Bin Replenishment

Lists all items with on-hand balances that fall below the defined optimal quantity in a fixed picking location. (BI Publisher)

Inventory > Replenish Inventory > Fixed Bin Replenishment Report

RUN_INC5501

INX5575

Lot Trace

Traces lots by transaction group. (BI Publisher)

Inventory > Manage Inventory > Reports > Lot Trace

RUN_INC5575

INX5576

Lot Composition

Lists information about the composition of a lot. (BI Publisher)

Inventory > Manage Inventory > Reports > Lot Composition

RUN_INC5576

INX6501

Material Issue Document

Lists details about a material stock request. (BI Publisher)

Inventory > Fulfill Stock Orders > Stock Requests > Create/Update Stock Request > Stock Request Summary

Click the Print button in the Create/Update Stock Request component.

EZ_ISSUE_INV

INX6503

Shipping Document

Provides a copy of the orders and order lines shipped in a specific shipping ID. (BI Publisher)

Inventory > Fulfill Stock Orders > Shipping Reports > Print Shipping Documents

RUN_INC6503

INX9305

Inventory Stocking Query

Lists the available stock quantity and last annual demand for each item within the chosen PeopleSoft Inventory business unit. This report is launched by selecting from the PeopleTools Tree Manager using the tree name STOCK_AVAILABILITY. (BI Publisher)

Tree Manager > Tree Manager > then click the Edit Data button on a tree leaf > the Update button (optional) > and the Availability button.

BUS_UNIT_TREE_INV

INS2000

Storage Locations

Generates a list of material storage location attributes. (SQR)

Inventory > Maintain Storage Locations > Storage Locations Report

RUN_INS2000

INS3000

Return Material Authorization

Lists returned material authorizations (RMA) transactions for internal and external locations. Use this report to provide staff at internal or external locations with an acknowledgement of a return request and directions about where to send the returned materials. You can also generate this report to help receiving clerks match returned material at the receiving docs with an RMA in the PeopleSoft system. (SQR)

Inventory > Manage Returned Material > RMA Report > Return Material Authorization

RUN_INS3000

INS3500

Putaway Plan

If run as part of the auto-putaway job, this report lists all of the items being put away. Otherwise, the report lists all of the items not marked for putaway that satisfy the criteria specified on the Putaway Plan page. (SQR)

Inventory > Putaway Stock > Putaway Plan Report > Putaway Plan

RUN_INS3500

INS5050

Reconciliation

Lists discrepancies between the actual count and the quantity expected for physical inventory and cycle counts. (SQR)

Inventory > Inventory Counts > Reconcile Inventory Balances > Reconciliation Report > Reconciliation

RUN_INS5050

INS5100

Utilization Type

Lists the rule parameters used to calculate the utilization type classifications. In addition, this report summarizes the number of items assigned to each utilization group. It displays the percentage of the total items assigned to each group and the number of cycle counts currently scheduled for each utilization type. The Utilization Type Detail report lists information about each item assigned to a utilization type classification. (SQR)

Inventory > Inventory Counts > Prepare Counting Event > Utilization Type Report

RUN_INS5100

INS5200

Slow Moving Inventory

Identifies infrequently used inventory items. This report can help your organization reduce inventory costs and system maintenance costs by pointing out items that should be discontinued. (SQR)

Inventory > Manage Inventory > Reports > Slow Moving Inventory

RUN_INS5200

INS5300

Negative Balance

Identifies all levels at which a given item has a negative value. Negative quantities can occur at the business unit level, at the storage location level, or for an item-lot combination. (SQR)

Inventory > Manage Inventory > Reports > Negative Balances > Negative Balance

RUN_INS5300

INS5350

Consigned Inventory

Lists consigned items that were consumed within a given time period. (SQR)

Inventory > Manage Inventory > Reports > Consigned Inventory

RUN_INS5350

INS5400

Stock Status

Summarizes the availability and value of stock by item. (SQR)

Inventory > Manage Inventory > Reports > Stock Status

RUN_INS5400

INS5450

Lot Retest/Expire

Lists lots that are due for retesting or that are about to expire. (SQR)

Inventory > Manage Inventory > Reports > Lot Retest/Expiration > Lot Retest/Expire

RUN_INS5450

INS6000

Picking Plan

Lists picking instructions for stockroom processing. (SQR)

Inventory > Fulfill Stock Orders > Picking > Order Release Request

Select the Picking Plan check box.

RUN_IN_FULFILL_RLS

INS6010

Work Order Pick Plan

Lists picking instructions for stockroom processing of work orders. (SQR)

Inventory > Fulfill Work Orders > Create Work Order Pick Plan

RUN_IN_WO_PICK

INS6025

Shipping Carton Labels

Creates a flat file for third-party label printing software. These labels, which can be applied to each carton, enable you to provide shipping information for shipping personnel and carriers, build shipping containers, and provide customer-specific information identifying items within the cartons. (SQR)

SCM Integrations > Barcode Labels > Shipping Carton Label

RUN_INS6025

INS6030

Shipping Container Labels

Creates a flat file for third-party label printing software. Shipping container labels are used to identify shipping containers and to provide shipping information to shipping personnel, carriers, and customers. (SQR)

SCM Integrations > Barcode Labels > Shipping Container Label

RUN_INS6030

INS6035

Shipping Serial Labels

Creates a flat file for third-party label printing software. Shipping serial labels are used to identify a serial ID assigned to items at the time of shipment. (SQR)

SCM Integrations > Barcode Labels > Print Serial Number Label

RUN_INS6035

INS6040

Item Usage Label

Creates a flat file that you can use to produce labels that are stored with items in their par location and are placed on a charge sheet when the item is taken from the par location. (SQR)

SCM Integrations > Barcode Labels > Item Usage Label

RUN_INS6040

INS6060

Picking Shortage

Lists non-soft-reserved items for which insufficient available quantity exists to fulfill requested or promised order lines within a given picking lead time. (SQR)

Inventory > Fulfill Stock Orders > Picking > Picking Shortage Report > Picking Shortage Report

RUN_INS6060

INS6100

Bill of Lading

Lists the orders consolidated into one shipment and summarizes, by destination, the total cartons and weight for each order and provides a summary total at the end of the report. The report can include either domestic or export bills of lading that were defined using the Build Bill of Lading component. (SQR)

Inventory > Fulfill Stock Orders > Shipping Reports > Bill of Lading

RUN_INS6100

INS6200

Shipping Manifest

Reflects the bills of lading consolidated into a single manifest. (SQR)

Inventory > Fulfill Stock Orders > Shipping Reports > Shipping Manifest

RUN_INS6200

INS6400

Unreserved Demand Lines

Lists the demand lines that did not pass the current run (process instance) of the reservations process.

• Inventory, Fulfill Stock Orders, Stock Requests, Reserve Materials Process

  Select the Unreserved Demand Lines Report check box to generate this report after reservations processing.

• SCM Integrations, Process Transactions, Inventory, Fulfillment Requests

  Select the Unreserved Demand Lines Report check box to generate this report after reservations processing.

RUN_INS6400

INS6500

Packing Slip

Lists the order number, ship to address, and item information for shipping. (SQR)

Inventory > Fulfill Stock Orders > Shipping Reports > Packing Slip

RUN_INS6500

INS6600

Export Proforma

A special invoice often requested by European customs officials to verify consignment details for export and import duty clearance. (SQR)

Inventory > Fulfill Stock Orders > Shipping Reports > Export Pro Forma > Export Pro Forma

RUN_INS6600

INS6700

Defer Invoicing

Lists all shipments not yet invoiced. This report enables you to monitor your compliance with Italian law regarding deferred invoicing for shipments within Italy or involving third parties. This report can also be used for any similar requirements.

Inventory > Fulfill Stock Orders > Shipping Reports > Defer Invoicing

RUN_INS6700

INS6800

Shipping Excise Invoice Report

Copy of the shipping excise invoices for India to accompany the item shipment from a PeopleSoft Inventory business unit located in India. If more than one copy is printed, the subsequent copies are marked as duplicates.

• Inventory > Fulfill Stock Orders > Shipping Excise IND > Shipping Excise Invoice Report

• Inventory > Fulfill Stock Orders > Shipping Excise IND > Create Shipping Excise Invoice

  Click the Print button on the Shipping Excise Invoice page.

RUN_INS6800

INS7000

Inventory Value

Provides on-hand quantities and values for items using standard costing or perpetual weighted average costing. (SQR)

Cost Accounting > Inventory and Mfg Accounting > Reports > Current Inventory Value > Inventory Value

RUN_INS7000

INS7050

Accounting Register

Lists transactions with item information and transaction dates. (SQR)

Cost Accounting > Inventory and Mfg Accounting > Reports > Accounting Register

RUN_INS7050

INS7100

Transaction Register

Lists all transactions by item ID.

• Inventory > Manage Inventory > Reports > Item Transaction Register

• Cost Accounting > Inventory and Mfg Accounting > Reports > Item Transaction Register

RUN_INS7100

INS7150

Issues History

Provides monthly issue information about stock items for a department, business unit, or all locations. (SQR)

Inventory > Manage Inventory > Reports > Issues History

RUN_INS7150

INS7200

Par Stock Usage

Provides detailed monthly or periodic item usage information for selected par locations. (SQR)

Inventory > Replenish Par Locations > Par Stock Usage Report > Par Stock Usage

RUN_INS7200

INS9010

Item Storage Labels

Creates a flat file for third-party label printing software. Item storage labels identify items in a carton or storage location. (SQR)

SCM Integrations > Barcode Labels > Item Storage Label

RUN_INS9010

INS9015

Storage Container Labels

Creates a flat file for third-party label printing software. Storage container labels identify storage containers at storage locations. (SQR)

SCM Integrations > Barcode Labels > Storage Container Label

RUN_INS9015

INS9025

Storage Location Labels

Creates a flat file for third-party label printing software. Storage location labels are used to label storage locations in a business unit. (SQR)

SCM Integrations > Barcode Labels > Storage Location Label

RUN_INS9025

INS9051

Counting Sheet

Lists the storage locations of items included in a counting event. You can use this report to record the count results for each location listed. (SQR)

Inventory > Inventory Counts > Prepare Counting Event > Create Counting Sheet > Counting Sheet

RUN_INS9051

INS9053

Par Location Count Sheet

Lists the attributes of each compartment in the specified par locations. You can use this listing when collecting count data by hand. (SQR)

Inventory > Replenish Par Locations > Create Par Location File > Par Location File Creation

RUN_INS9053

INS9060

Consumer Charge Sheet

Provides consumer ID and service ID header information along with preprinted blank boxes into which you can place item labels for each item that the consumer uses. (SQR)

Inventory > Track Material Usage > Consumer Charge Sheets > Consumer Charge Sheet

RUN_INS9060

INS9070

Consumer Usage Reconciliation - Summary

The summary report lists the number of items issued or purchased that were not recorded as usage within the reconciliation time period. This report also provides the total cost associated with the lost charges.

Inventory > Track Material Usage > Usage Reconciliation Report > Usage Reconciliation Report

Select the Summary option in the Report Selection group box.

RUN_INS9070

INS9070

Consumer Usage Reconciliation - Usage Detail

The detail report provides the actual receipt transactions and usage applicable for the requested report parameters. (SQR)

Inventory > Track Material Usage > Usage Reconciliation Report > Usage Reconciliation Report

Select the Detail option in the Report Selection group box.

RUN_INS9070

INS9090

Inventory Balance Audit

Checks inventory quantity balances for discrepancies and helps trace the origin of any issues that may exist. You should use the audit reports during system implementation and during your testing processes for system modifications. PeopleSoft recommends that you run the audit reports as part of your standard system maintenance procedures. (SQR)

Inventory > Manage Inventory > Reports > Inventory Balances > Inventory Balance

RUN_INS9090

INS9095

Pegging Exception Report

Check peg chains for changes and potential problems.

Inventory > Order Pegging > Pegging Exception Report

IN_PEG_REP

OMX6111

US Certificate of Origin

Provides documentation for orders requiring U.S. origin certification. (BI Publisher)

Inventory > Fulfill Stock Orders > Shipping Reports > US Certificate of Origin

RUN_OMC6111

OMX6112

NAFTA Certificate of Origin

Provides documentation for orders requiring a NAFTA origin certificate. (BI Publisher)

Inventory > Fulfill Stock Orders > Shipping Reports > NAFTA Cert of Origin > NAFTA Cert of Orig

RUN_OMC6112

OMX6113

Shipper's Export Declaration

Provides export declaration documentation for orders. (BI Publisher)

Inventory > Fulfill Stock Orders > Shipping Reports > Shipper's Export Declaration > Shippers Exp Decl

RUN_OMC6113

OMX6114

Canadian Customs Invoice

Provides documentation for orders requiring a Canadian customs invoice. (BI Publisher)

Inventory > Fulfill Stock Orders > Shipping Reports > Canada Customs Invoice > Canada Customs Inv

RUN_OMC6114

OMS6110

Export Document Table Loader

Reads all of the bill of lading and shipment tables and then loads the data from the corresponding bills of lading into the OM_EXPORT_DOC table (the master table for the export documentation reports). (SQR)

Inventory > Fulfill Stock Orders > Shipping Reports > Load Export Doc Table

RUN_OMS6110