Inventory Item Availability
Planners and schedulers can determine if an inventory is available for a work order task on a specific date by selecting the Item Availability button and reviewing the results on the Availability tab of the Inventory grid.
Note:
You also can determine the availability of non-inventory items that you want to procure for a work order task by accessing the Purchase/On-Hand Schedules grid.
See Scheduling Purchase/On-Hand Resources for a Work Order Task.
This enables scheduling a work order task start date with greater accuracy. There are different methods for checking the availability of an item:
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Clicking the Item Availability button on the Schedules page of the work order, which displays the item availability information for the selected inventory rows on the Inventory Schedules - Availability tab.
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Selecting the Availability Inquiry link on the Inventory Schedules - Availability tab, which provides visibility of item quantities and a time-phased supply and demand picture.
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Selecting the Balance Inquiry link on the Inventory, which provides visibility of Item Quantities such as on hand, available and reserved
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Reviewing reserved, issued, and current available quantity balances on the Inventory Schedule - Availability tab.
The Item Availability button for inventory enables you to determine the availability based on the scheduled need date. This button appears above the Inventory Schedules grid and the Purchase/On-Hand Schedules grid on the work order. You must select one or more inventory rows prior to clicking the Item Availability button. When you click this button, the system displays Yes if there is enough supply of the item available in PeopleSoft Inventory to meet the task row's demand on the specified date. The system displays No if it will not be available. If the item is not available, you can navigate to a page that displays the reasons why the item is not available. Clicking the Item Availability button for inventory items also returns the quantity available on the schedule need date and the earliest date that the quantity will be available.
PeopleSoft Inventory determines the information that displays for a row on the Inventory Schedules - Availability tab based on the following criteria:
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If the quantity is reserved in PeopleSoft Inventory, the reserved portion is considered available on the current date.
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If the current quantity available is less than zero, PeopleSoft Inventory cannot determine if the reserved quantity will be available on the request date and the system displays No on the Availability tab.
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If the quantity is pegged, the quantity will be available as long as the pegged quantity is received on or prior to the schedule need date.
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If the work order is pegged to a requisition that has a blank due date, there is no way to determine when that quantity will be available.
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If quantity is not reserved or pegged, the system determines if there will be enough quantity available in PeopleSoft Inventory on the schedule need date.
The system includes any incoming supply to PeopleSoft Inventory (from requisitions, purchase orders and interunit MSR receipts) and any existing demand in PeopleSoft Inventory (from work orders, sales orders, internal MSR, manufacturing production, interunit MSR shipments) and time phases these entries based on the due date to determine how much quantity will be available on the work orders schedule need date. Supply quantities that are due on or before the work order's schedule need date are added to the current available quantity. Demand quantities due on or before the work order's schedule need date are subtracted from the current available quantity. The resulting available quantity is compared against the quantity needed by the work order. If the quantity needed by the work order is less than or equal to the available quantity then the system displays a Yes in the field on the Inventory Schedules - Availability tab. If either the reserved portion, pegged portion or inventory portion of the requested quantity is not available, then No displays in the field on the Inventory Schedules - Availability tab. The No value appears as a link that you can select to access the Item Availability page, which lists the reasons why the item is not available. The calculated quantity available displays in the Need Date Qty Available field on the Inventory Schedules - Availability tab.
Note:
The Need Date Qty Available field does not include quantity that is already reserved for the work order and pegged supply. A work order that is fully reserved can have Yes in the Item Availability if the date in the Need Date Qty Available amount is less than the scheduled quantity of the work order. A work order that has quantity pegged can also have Yes in the Item Availability Field and the Need Date Qty Available amount is less than the scheduled quantity of the work order.
Clicking the Item Availability button also determines the earliest available date on the grid. If the item is available on the schedule need date, the system checks to see if that quantity is available on an earlier date. If the item is not available on the schedule need date, the system determines the next date in the future that the quantity will be available. The system leaves the Earliest Avail Date field blank if there is no future date in which there is enough supply to cover the requested quantity, or if you have quantity reserved and the current available quantity is less than zero. The earliest available date quantity represents the maximum reserved portion, pegged portion, and inventory portion. The Earliest Avail Date field will be blank if the reserved, pegged or inventory portions return are blank. If quantity is partially reserved in PeopleSoft Inventory, then the remaining quantity can be partially pegged and the earliest available date quantity would be the maximum reserved portion, pegged portion, and inventory portion. If no quantity exists for any portion, the Earliest Avail Date field will be blank for partially reserved items.
Note:
The system uses the Setup Fulfillment rules in PeopleSoft Inventory to determine the supply and demand rows to include in the Item Availability calculations.
An example of the calculations that occur when there is not enough quantity available:
| Current Available: | Demand from PeopleSoft Inventory or other work orders: | New Work Order Demand: | Need Date Quantity Available: |
|---|---|---|---|
|
25 |
20 |
8 |
25 – 20 = 5 |
Example of the calculations that occur when there is enough available:
| Current Available: | Demand from PeopleSoft Inventory or other work orders: | New Work Order Demand: | Need Date Quantity Available: |
|---|---|---|---|
|
25 |
20 |
3 |
25 – 20 = 5 |
An item can appear on a work order parts list multiple times. PeopleSoft Inventory factors in all previous instances of the item when determining quantity available. For example a work order requires:
| Item | Quantity | Need Date |
|---|---|---|
|
Air Filter |
10 |
10/25 |
|
Air Filter |
5 |
11/01 |
The business unit quantity available for this air filter = 12.
The Air Filter required on 10/25 will have quantity available, but the Air Filter required on 11/01 will not have quantity available.
The following table describes the messages that a display based on the availability of an Inventory item.
Note:
Some of these messages also apply to non-inventory items selected on the Purchase/On Hand Schedules - Availability tab.
See Procurement of Material, Labor, and Tool Resources Using the Purchase/On-Hand Schedules Grid.
See Scheduling Purchase/On-Hand Resources for a Work Order Task.
| Message Number | Description | Explain Text | Applicability | Indicators |
|---|---|---|---|---|
|
15005 |
Row is pegged but the pegged supply is after the demand date. |
The row has been pegged to incoming supply however the peg supply date is after the demand date you have requested |
IN/PO |
Supply date is later then need/due date |
|
15006 |
Row has been pegged but the peg supply is past due. |
The incoming supply is past due and has not yet arrived or been received. |
IN/PO |
Pegged supply not received on time |
|
15007 |
Row is pegged however the requisition that is pegged to has a null date. |
The incoming requisition supply transaction has a null date. The row is pegged to the requisition but the date is null and unknown when it will be received. |
IN/PO |
No requisition due date |
|
15008 |
Multiple reasons exist, further research required. |
There are multiple reasons why this item is not available for the requested date, further research is required for this item to determine availability. |
IN |
ATP calculations finds more then 5 reasons, passes tis in as the 5th reason |
|
15011 |
On-hand quantity is insufficient to meet the requested demand |
There is not enough on-hand or incoming supply to meet the requested demand at this time |
IN |
Quantity for specified date does not meet requested WO demand |
|
15012 |
Negative on-hand quantity exists. |
Item has already been reserved but on-hand quantity has gone negative |
IN |
Reserved but other demand has qty going negative |
This table describes the reasons that the system indicates that inventory are unavailable.
Note:
Some of these reasons also apply to non-inventory items selected on the Purchase/On-Hand Schedules - Availability tab.
See Procurement of Material, Labor, and Tool Resources Using the Purchase/On-Hand Schedules Grid.
See Scheduling Purchase/On-Hand Resources for a Work Order Task.
| Reason | Inventory (INV), Non-inventory (NON-INV) Items | Item Availability |
|---|---|---|
|
Pegged-related: Pegged Supply is scheduled late |
Inv, Non-Inv |
Not Ready: item's scheduled supply date is later than need/due date |
|
Pegged-related: Pegged Scheduled supply is past due |
Inv, Non-Inv |
Not Ready: scheduled supply not received on time |
|
Pegged-related: Pegged Requisition due date not specified |
Inv, Non-Inv |
Not Ready: assumed, when pegged Req has null due date |
|
Pegged-related: Multiple exceptions – needs research |
Inv, Non-Inv |
Not Ready: multiple reasons, due to multiple pegged supplies |
|
Reserve-related: On-hand qty not sufficient |
Inv (only) |
Not Ready: based on on-hand qty, incoming supply and existing demand, insufficient material exists |
|
Reserve-related: Negative on-hand qty |
Inv (only) |
Not Ready: If item is reserved and qty available is negative, it is not possible to determine if the qty will be available |
Material Readiness
In the interim period between the scheduling and actual start of the work for a work order task events may occur, especially in PeopleSoft Inventory or PeopleSoft Purchasing, that can negatively affect the availability of material items scheduled for the task. To accommodate these changes, PeopleSoft Maintenance Management provides a planner or scheduler with a report that they can use to analyze and resolve current material availability problems, prioritize issues, and bottlenecks related to work orders. This report will indicate whether the materials scheduled work order tasks, based on a selected period of time, are ready or not.
After a user enters the appropriate run control parameters for this report, the application engine will:
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Select the appropriate work order task and scheduled material data for analysis.
Only work order tasks with scheduled inventory and/or scheduled procurement items are included in the report. Scheduled tasks with issued items are included in the report processing and analysis. Issued items are automatically considered to be available. If all items have been issued for a selected task, the task is considered material ready. The process does not select Canceled, Completed, or Closed tasks. Inventory floor stock items and on-hand procurement items are not included on the report. All non-inventory items must have been pegged before the incoming supply can be analyzed.
Important:
For inventory items, the system does not include unpegged purchase orders, requisitions, and interunit MSRs as supply thus the quantity on these unpegged supply orders are not considered as supply when determining readiness.
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Perform high-level calculations to determine the availability of individual quantities of items and the overall material readiness of the work order task.
These calculations determine what is available as of a specified date and any pegged supply.
The material readiness calculated and displayed for the report may not be as complete or accurate as the research performed by a user in the work order component. The batch process only looks at the current selection of work order tasks and their requested items to determine total demand within the reporting period. If some item demand was excluded from the reporting period based on the selection of specific run control parameters, the report may determine a misleading readiness of a work order task.
In cases where multiple work order tasks are competing for the same item, which has limited supply, the system cannot prioritize the demands of the various tasks and allocate the supply accordingly. In this situation, a status of Undetermined will be indicate the material readiness status of one or more of these tasks on the report.
Only one reason code will be applied to tasks that are identified as Not Ready, even if there is more than one reason for this status. The statuses for the tasks include:
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Ready
All scheduled items for this material type are determined to have sufficient quantity available.
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Not Ready
Displays an exception, which indicates that at least one scheduled item from this material type is not ready based on the exception reason that accompanies this status.
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Undetermined
Displays an exception in which at least one scheduled item for this material type is Undetermined based on the accompanying exception reason, and no other scheduled items for this material type are determined to be Not Ready. Not Ready always takes precedence of Undetermined.
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The status is blank, which indicates that the run control reporting option was set to exclude analysis of this material type.
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Asterisks (*****) display in the status field, which indicates that no scheduled items for this material exist or have been selected based on the date range for the task.
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