Inventory Requirements

Inventory parts requirements are determined based on the PeopleSoft Maintenance Management integration with PeopleSoft Inventory. You can identify inventory parts requirements for a work order by:

  • Selecting a work order task template associated with the asset being repaired, which copies the inventory requirements defined in the template to a task.

  • Selecting the parts manually on the work order task's Inventory Requirements grid.

  • Selecting inventory items from the equipment parts list (EPL).

    Within PeopleSoft Asset Management you can optionally set up an EPL for an asset category. One or more EPL templates be defined to an asset, with one template identified as the default template. When you identify the asset on the work order and inventory parts exist for the Inventory business unit that is identified in the work order business unit, the Copy from EPL button is enabled. If the asset is not associated with an EPL, the Copy from EPL button is not visible on the work order Requirements page. If the Copy EPL button is enabled, if EPL templates exist for the selected asset, you can search multiple EPL templates to find the inventory items that are most appropriate for the task. These items can then be selected and copied to the Inventory Requirements grid for the task. For single template selection, the applicable EPL template is display-only at the top of the page along with a check box, which, if shown selected, indicates that this template is the designated default for the asset. The user can go directly to the Parts List grid and select items to copy to the task.

    For multi-template selection, the default template is listed at the top of the Equipment Parts List page first, followed by templates, which are listed in descending order of applicability The user selects from among the available templates and then copies selected parts items to the task.

You can also add one or more selected inventory items to one or more EPL templates by clicking the Add to EPL button. You can add inventory items to the default EPL template associated with the selected asset, add inventory items to one or more EPL templates that are applicable to the selected asset, or add items to both the default EPL template and the applicable EPL templates. This button only appears if you select one or both of these options on the User Preferences – Maintenance Management page:

  • Allow Update Asset-default EPL

    Selecting this option enables you to add selected items only to the EPL that was selected as the default EPL for the asset selected for the work order task.

  • Allow Update Non-Specific EPLs

    Selecting this option enables you to add selected items to applicable EPL templates associated with the asset selected for the work order task, but not the selected asset's default EPL.

Note:

If you select both options, you can add selected items to the asset's default EPL template and any applicable EPL templates.

You can add multiple items to multiple templates, but you cannot add new EPL templates.

Important:

The Inventory link does not appear on the Requirements page if the PeopleSoft Inventory product is not installed. You must select the appropriate check box in the work order business unit definition, shop definition, and User Preferences – Maintenance Management page to enable you to access and enter these requirements.

See "Setting Up Equipment Parts Lists" topic in the documentation PeopleSoft Asset Lifecycle Management

Inventory requirements are defined on three tabs:

  • Details.

  • Default Settings.

  • Estimated Cost.

When you select the Details tab, you can select an item from the Inventory Item prompt list, or optionally select the Item ID expanded search icon that enables you to enter more search criteria. The Inventory Requirements and Scheduling pages are only used for Inventory item planning and scheduling. Once you select an item, you can then enter the planned quantity and whether you need to provide delivery instructions. If you select the Delivery Flag check box, you can enter delivery instructions and indicate either that you plan to pick the item up, that you want it delivered to a specific location, or that you intend to follow your organization's delivery policies. The item type indicates if the item can be obtained from PeopleSoft Inventory or is a floor stock item that is maintained within the shop and not obtained from the inventory warehouse. Floor stock items are not included in the overall estimated cost of Inventory Requirements as they have already been costed and accounted for by a purchase order unrelated to the work order.

Note:

The items that are available on the Item ID prompt are specific to the Inventory business unit that is set up on the Integration page of the work order business unit.

When you select the Default Settings tab, the default values for the Inventory business unit and the GL business unit are derived from the work order business unit's Integration page. The default item SetID is based on the SetID associated with the Inventory business unit on the work order business unit's Integration page. This grid also displays the commitment status of the item and a supplier reference. The commitment status is determined by the Inventory Commit Rule that you set up on the Integration page of the work order business unit, the Shop Information page, or Define Shop - Type page. The supplier reference only displays if you copied the item from the EPL and the supplier reference was indicated in the EPL.

See Inventory Resource Scheduling.

Select the Estimated Cost tab, where the default value of the estimated unit cost is derived from the selected item setup. The planned quantity is multiplied by the unit cost to come up with the estimated cost for each item. The total estimated inventory costs for each task and the work order appear on the work order's Cost page and the Work Order History, Summary page.

See Work Order History - Summary Page.