Understanding the Transfer of Allocated Stock

PeopleSoft Inventory enables you to transfer stock within the business unit, that has been hard-allocated to a material stock request, sales order, production transfer order, or work order. This includes:

  • Stock that has been pre-allocated or lot-allocated to a demand line. You can transfer stock that is pre-allocated or lot-allocated to demand lines that do not have a pick batch ID, including;

    • The demand lines of material stock requests in the fulfillment states of Unfulfilled or Releasable.

    • Work order demand lines from PeopleSoft Maintenance Management that do not have a pick batch ID. Work orders always stay in the fulfillment state of Pending. Work order demand lines can be pre-allocated but not lot-allocated.

  • (Optional) Stock that has been allocated to a demand line that has a pick batch ID assigned. These demand lines that are in the middle of the picking stage, including:

    • The demand lines of material stock requests with a pick batch ID and in the fulfillment state of Released.

    • Work order demand lines from PeopleSoft Maintenance Management that do have a pick batch ID. Work orders always stay in the fulfillment state of Pending.

    • Production order demand lines from PeopleSoft Manufacturing (the SF_ISS_TRANSFER record) with a pick batch ID.

Allocated stock can be viewed using the Allocated Items by Location inquiry page.

See Allocated Items by Location Page.

Setup of the Allocated Stock Transfer Feature

In order to use this feature, you must determine your selections of the following setup options:

  1. In order to transfer stock that has been allocated to a demand line with a pick batch ID (that is, an order in the process of picking), you must select the Allow Transfer of Released Allocations check box on the Inventory Definition- Business Unit Options page. Clear this check box if you do not want stock that is already on a picking plan to be transferred to another material storage location.

  2. Define the default values for transferring allocated stock located on the Setup Fulfillment page. The default settings are:

    • The Include Pre-Released Allocations check box to enable the transfer of stock that has been pre-allocated or lot-allocated to a demand line before the picking stage (that is, demand lines that do not yet have a pick batch ID).

    • The Include Released Allocations check box to enable the transfer of stock that has been allocated to a demand line in the picking stage (demand lines that do have a pick batch ID). This check box is only available for entry if the Allow Transfer of Released Allocations check box was selected on the Inventory Definition- Business Unit Options page.