Inventory Resource Scheduling

After creating a work order and work order tasks, you can schedule Inventory materials for use in performing a work order task. You do this by accessing the Inventory Schedules grid on the work order's Schedules page. You can populate the Inventory Schedules grid with materials or parts by:

Copying the requirements from the Inventory Requirements grid that you specified either manually or that you copied from a work order task template.
Selecting the Copy from EPL button to access the Copy from Equipment Parts List page where you can select among multiple EPL templates, as long as they are set up in PeopleSoft Asset Management, listed in descending order of applicability that match the target asset's classification criteria (asset type, subtype, manufacturer ID and model). You select the parts associated with each template that you want to copy to the tasks. The first template in the list of EPL templates is identified as the preferred template and is preselected. However, you can select any of the listed templates and the parts will appear in the lower grid. If only one template is listed, it is preselected, and the template information along with the parts from that template appear on the grid.

In addition to copying template items from the EPL to the work order task row, authorized users can add one or more EPL templates associated with the target asset with inventory items that you select for one or more inventory task rows on the Schedules grid by clicking the Add to EPL button. You can add items to an existing EPL template, but you cannot create new EPL templates from the work order.

Note:

The Copy from EPL and Add to EPL buttons are only active if the asset for the task has an associated EPL and there are Inventory items applicable to the Inventory business unit that is defined for the work order business unit. The Add to EPL button also requires that you select one or both of the Allow Update Asset-default EPL and the Allow Update Non-specific EPLs options on the User Preferences – Maintenance Management page.

You can also select inventory parts from the EPL when you define inventory requirements for a work order task template.

See Understanding Work Order Templates.
Entering the parts manually.

Once the inventory items (parts) are entered on the Inventory Schedules grid, the typical steps to obtain the items to complete a task are:

Commit the items, which recognizes the work order demand for the items in PeopleSoft Inventory by applying a commit rule set up in the work order business unit, shop, or the Type page of the shop.

Work order demand lines for inventory items can be pre-allocated in PeopleSoft Inventory as long as the items have been committed. Pre-allocations automatically reserve the item as long as it has not been reserved.
Soft reserve the items, based on the combination of commit rules and reservation rules in PeopleSoft Maintenance Management, which prevent the work order task demand from being consumed by other demand lines.

Note:

You can check the availability of the items based on their need date on the Inventory Schedules - Availability tab.
Generate a pick plan, which lists the work order items and the inventory locations from which they should be picked.
Issue the material (items) from PeopleSoft Inventory to the work order.
Return any unused material to PeopleSoft Inventory.

To schedule inventory, the Inventory Schedules page consists of:

The Inventory Schedules - Materials tab is where a scheduler can search for and select an Inventory item from the Item Master.

This field may already be populated if you copied the Inventory requirements or selected the item from the Equipment Parts List, if available. The unit of measure (UOM) is derived from the Inventory STD UOM (standard units of measure) for the selected item. The scheduler can override the UOM and change it to an ordering UOM that is predefined in the Items, and then Define Items and Attributes, and then Define Item UOM component. The scheduler enters the quantity needed for the task and the date that it is needed. Once the item is committed, which means that PeopleSoft Inventory recognizes the work order task demand, the item ID and UOM are both disabled. However, you can still update the quantity needed and the date needed. These fields are no longer available once the item is added to a picking plan. The planned quantity only displays if this item was copied from the Inventory requirements and is informational only.

Items have many attributes, one of which is the ability to define an item as Floor Stock. If an item type of Floor Stock is used in the Inventory Schedules grid, the item is assumed on-hand in the shop and is not issued from PeopleSoft Inventory. The Item Type in the grid populates automatically as either Inventory or Floor Stock when selecting an item in the Inventory row. Floor Stock may include bolts, nuts, gloves, rags and other low valued items that you do not need to track. You typically replenish these items in your shop using a visual method. Once the stock becomes low, you can issue more from PeopleSoft Inventory using Express Issue in PeopleSoft Inventory.
The Inventory Schedules - Details tab provides more information on the state and status of the inventory item or items that the work order task requires.

This tab shows whether the item was committed to PeopleSoft Inventory, if the item exists on a picking plan, if any quantities have been issued to the work order for the item, the current quantity available in PeopleSoft Inventory, the pegging status, and links to the pegging workbench and pegging inquiry, if pegging is enabled.
The Inventory Schedules - Reservation tab works in conjunction with a selected combination of commit and reservation rules established in the work order business unit or in the shop to determine when the system will commit and reserve inventory items in PeopleSoft Inventory.

Some of the information on this tab is updated automatically when the system applies the selected commit and reservation rules to the inventory items at the task line. You can, however, override the system rules for a user, if you select the Authorized to Reserve Inventory check box on the User Preferences - Maintenance Management page. Selecting this check box displays the Reserve button on the Inventory Schedules page. When you select this Reserve button, the system overrides the commit and reservation rules and immediately commits the item if not already committed, and attempts to reserve the item. If the quantity cannot be fully reserved, reservation messages are generated. You can view these messages on the Reservations Errors page. The value in the Priority field on this grid, is derived from the set up in either the work order business unit, shop, or work order type in the shop. The Priority field is used to determine the order in which demand is reserved.
The Inventory Schedules - Availability tab provides information to help determine whether the current quantity of an item will be available on a scheduled needed date.

After selecting one or more inventory items in a task, you click the Item Availability button and the system determines if the scheduled quantity will be available on the scheduled need date. The system also updates the Earliest Available date, indicates with Yes or No whether the selected number of items are available in the Item Availability column, and updates the Need Date Qty Available column with the number of items available on the date that you specified the items were needed for the task.

You can click on an Availability Inquiry link for a selected item, which takes you to the Inventory, and then Manage Inventory, and then Review Inventory Balance Info, and then Item or Product Availability page in PeopleSoft Inventory. This inquiry lists the available quantity as of a specific date and the total quantity demand and the total quantity supply for the selected item.

You can click on the Balance Inquiry link which takes you to the Inventory, and then Manage Inventory, and then Review Inventory Balance Info, and then Item Balance by Unit page in PeopleSoft Inventory. This inquiry displays a description of the item, the quantity on hand, the quantity owned, the quantity available, the quantity reserved, and the number of lead days required to replenish the quantity based on a specific business unit. A history listing the dates of the last adjustment, the last putaway, the last order date, and the amount of the last order displays on this page. You can click a link to access the Item Balance By All Units inquiry, Item Balance By Location inquiry, and Item Fulfillment Status inquiry.

The Item Balance By All Units inquiry displays the quantity available, quantity reserved, quantity in transit, and the quantity on hand of an item based on each business unit. There are also total quantities for all of the business units.

The Item Balance By Location inquiry displays the area and levels where the item is located, whether the item quantity is nettable, the quantity reserved, the quantity stored, the quantity reserved base amount, and the quantity storage base amount for each location of the item in a storage facility. It also lists the total amount stored in each of the storage locations and the total amount that is staged for shipping.

The Item Fulfillment Status inquiry displays the status of fulfilling the demand for an item if the demand was placed on the item based on a material request, material return, a planning requisition, a purchasing requisition, or a sales order. This page may indicate whether the fulfillment of the item is on hold, or if the request was fulfilled, it contains detailed shipping information.
The Inventory Schedules - Additional Information tab further assists the work order task scheduler with information to make better planning and scheduling decisions.

This tab enables you to specify if any delivery requirements exist for the given item. If the item is serial or lot controlled and quantities are issued to the PeopleSoft Inventory row, you can click a link to review the serial or lot numbers associated with the item. Based upon quantities available and earliest available date information, the scheduler can better determine the most appropriate work order task start and end dates for the inventory schedule.

See Scheduling Inventory Resources for a Work Order Task.
The Inventory Scheduling - Default Settings tab displays the Inventory business unit, the GL business unit, and the item's SetID.

These are all default values that depend on how you set up them up in the work order business unit.

The Transaction Source field on this tab identifies the source of the inventory transaction and determines whether the transactions are considered Scheduled or Actuals. If a transaction source is Scheduled, the total scheduled costs appear on the Cost page of the work order. If a transaction source is Actuals, you must run the Cost Summarization process to view the total actual costs on the Cost page of the work order. When Actuals is returned from a feeder application such as a direct issue from PeopleSoft Inventory, the Scheduled Quantity field on the Inventory Schedules - Materials tab is populated with a value of zero and:
- The system will not calculate the scheduled costs for the row or rows that are inserted by the feeder application.
- The costs will not roll up to the task's scheduled costs on the Cost page in the Work Order component for that inventory resource.
- Changes to the rows are prevented if entered from another application.
The Inventory Scheduling - Cost tab displays the estimated unit cost and the scheduled material cost.

The unit cost is derived from PeopleSoft Inventory and the scheduled material cost is calculated based on the quantity times the unit cost. Both of these fields are display only. The UOM is calculated using the Ordering Conversion rule in PeopleSoft Inventory. An example of applying the conversion rate is: 1 BOX = 4 EA.; 1 EA unit cost = 1.00 USD; therefore 1 BOX unit cost = 4.00 USD. If the work order parts row needs 2 boxes then the Scheduled Material Cost (extended cost in PeopleSoft Inventory) = 8.00 USD.
The Inventory Scheduling - Distributions tab enables you to access the distribution data specified for the row after an assignment has been made.

You can override these values. You must select the View and Update Accounting check box on the User Preferences - Maintenance Management page for this link to appear on the tab.

See Asset Lifecycle Management Fundamentals: Equipment Parts List Page.

See PeopleSoft Inventory: Confirming Quantity Data with Inventory Balance Audit Reports.

Inventory Commitment and Reservation

To reserve items in PeopleSoft Inventory, they must be committed prior to or at the same time they are reserved. When the system commits an item specified in a work order task in PeopleSoft Inventory, the item is placed in the IN_DEMAND table based on the work order task's commit rule. This means that PeopleSoft Inventory recognizes the work order task demand.

Only soft reserved items can be reserved for work orders. When the system reserves (soft reserves) an item in PeopleSoft Inventory, part of the Inventory business unit's total available quantity for the item is reserved for the demand line and cannot be consumed by other demand lines, which are staged for fulfillment processing in the PeopleSoft Inventory system. There are two primary locations for setting soft reserve in PeopleSoft Inventory:

Setup Fulfillment at the Inventory business unit level.
Setup Item Fulfillment at the item level.

You can reserve items associated with a work order task in PeopleSoft Inventory by:

Entering the data in the Inventory Schedules grid and saving the work order.
Clicking the Reserve button on the Schedules page of the work order.
Running the Reserve Materials process in PeopleSoft Inventory.
Using the Shortage Workbench in PeopleSoft Inventory.
Receiving a pegged work order row in PeopleSoft Inventory.

Details about committing items to PeopleSoft Inventory and the methods listed above for reserving work order items in PeopleSoft Inventory are noted in the following the section on Inventory Commitment.

Inventory Commitment

The Commit field on the Inventory Scheduling - Details tab indicates whether the selected item is committed, which means that PeopleSoft Inventory recognizes the work order task demand. The work order demand appears in the Item Availability Inquiry and can be optionally included when running the Create Replenishment Requests for items that are below their reorder point. You specify the point at which items are committed to PeopleSoft Inventory on the Integration page of the work order business unit, on the Shop Definition page, and on the Type page of the shop. You select a commit rule, which indicates that you want to commit the inventory items based on:

The addition of an item to the parts list in Inventory Schedules grid.

Items are committed when they have been added to the Inventory Schedules grid and a save has been issued. Each subsequent part that is added and saved on the work order task will commit the item to PeopleSoft Inventory.
A change to a specified work order task status.

Once the work order task status changes to the status identified in the Integration page of the work order business unit or defined at the shop level, the item is committed.

Note:

The valid internal statuses to choose from are Awaiting Schedule, Scheduled, and Work in Progress.
The creation of a picking plan.

A picking plan consists of the parts or inventory items that are added to a list, which direct inventory personnel to the storage locations for the items that they need to pick for the work order task. This option delays committing of the inventory items until you are ready to have them picked and available to begin working the work order. You can set up and generate a pick list from the Inventory Schedules page or the Technician Workbench of the work order:

See Process/Output Options Page.
When the item is reserved (Commit at Reserve).

To reserve inventory items, they must be committed prior to or at the same time that they are reserved. The reservation rules are set up to work in conjunction with each of the commit rules. When a commit rule is selected, the system commits the item based on the commit rule and reserves the item based on the selection of one the following reservation rules:
- Batch Reserve Only.
- Parts List Creation.
- Pick Plan Creation.
- Status Change to Awaiting Schedule, Scheduled, or Work in Progress.
There are specific combinations of commit and reserve rules that are compatible. The system runs a combination edit to verify that the combination of the Commit Rule and the Reservation Rule is correct.

See Work Order Business Unit Integration Options.

See Inventory Schedules - Reservation tab — Schedules Page.

Work order commit statuses are:

Not committed.

The Inventory Schedules row has not yet placed demand on Inventory (inserted the row into the IN_DEMAND table in PeopleSoft Inventory).
Committed.

The Inventory Schedules row has placed demand on PeopleSoft Inventory (inserted the row into IN_DEMAND table in PeopleSoft Inventory).

When Inventory items are committed to Inventory, a row is created in the Inventory primary table (IN_DEMAND) with the DEMAND_SOURCE value set to WM, which means that the committed rows in PeopleSoft Maintenance Management are recognized by PeopleSoft Inventory as demand. The uncommitted rows in PeopleSoft Maintenance Management are not visible to PeopleSoft Inventory.

See PeopleSoft Inventory: Using the Fulfillment Workbench to Reserve or Promise Orders.

See Integrated Product Setup Considerations.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

Reserving Inventory Using the Work Order's Inventory Schedules Grid

You can reserve work order task items in Inventory from the Schedules page - Inventory Schedules in PeopleSoft Maintenance Management. You set up a combination of commit and reservation rules on the Integration page of the work order business unit, on the Shop Definition page, or on the Type page of the shop where the rules are set up based on the work order type. Standard PeopleSoft Maintenance Management default hierarchies apply to these rules, with the business unit at the top of the hierarchy and the work order type at the bottom. The system uses these rules to automatically commit and reserve the inventory item specified at the task line.

To reserve inventory items, the items must be committed either before they are reserved or at the same time they are reserved. PeopleSoft Maintenance Management performs combination edits to ensure that invalid combinations of the commit and reservation rules do not occur. For example, if the commit rule is pick plan and the reservation rule is parts list, the rules in this combination conflict with each other because the attempt to reserve items precedes the attempt to commit the items.

Once you save the work order, the system executes the reservation rule in PeopleSoft Maintenance Management if the reserve rule is parts list or status change, which triggers the reservation process in PeopleSoft Inventory. If PeopleSoft Inventory cannot fully reserve task rows from PeopleSoft Maintenance Management, it sends a message back to PeopleSoft Maintenance Management explaining why the full reserve cannot take place.

The work order reservation rules are:

Batch Reserve Only

When the batch process is run, the rows will be reserved.
Parts List Creation

When the parts (items) in the work order task are saved, the parts (items) are reserved.
Pick Plan Creation

When the picking plan is created, the part (item) is reserved.
Work Order Status Change

When the status of the work order task is changed to Awaiting Schedule, Scheduled, or Work in Progress, the parts (items) are reserved.

Selecting the Reserve Button on the Work Order Schedules Page

You can authorize specific users to override the commit and reserve rules specified in the business unit, shop, or Type page of the shop, and reserve inventory items immediately by selecting the Authorized to Reserve Inventory check box on User Preferences - Maintenance Management page.

If the user is authorized, the Reserve button displays on the Inventory Schedules page, which the user can click to reserve the items. When you select this button it will commit any items that are not committed and reserve those items, ignoring any established commit and reserve rules.

Running the Inventory Reserve Materials Process

This process will attempt to reserve or re-reserve work order task items based on their respective reserve rule. This process may also commit work order task items to PeopleSoft Inventory if the commit rule is the same as the reserve rule. Work order task item rows, which are associated with a commit rule other than Commit at Reserve are picked up only if they were previously committed. If the work order task item rows are associated with the reserve rule Parts List or Status Change (where the task status is greater than or equal to the status selected for the reserve rule), the Reserve Materials process will reserve these items. The Reserve Materials process enables you to reserve multiple work orders at a time. It also can apportion the limited supply to the various demands based on the priority rules.

See PeopleSoft Inventory: Understanding Work Orders.

Inventory Pre-allocations and Work Order Demand

An inventory allocation means that a quantity in a specific storage location has been reserved for a particular item. The item is reserved at the inventory business unit level, provided the location is available, and at the physical inventory level. Allocations typically take place at order release and apply to released demand lines.

PeopleSoft Inventory also has the capability to pre-allocate inventory demand. With respect to the inventory demand based on work orders created in PeopleSoft Maintenance Management, pre-allocations are the allocation of inventory items selected for a work order that is created before the picking fulfillment step but after the work order demand line has been committed to the PeopleSoft Inventory demand fulfillment tables. Pre-allocations can occur when pegged stock is putaway in the inventory business unit or when you pre-allocate using the PeopleSoft Inventory Allocation Workbench. A user with access to the Allocation Workbench can override the Reserve Rules defined in the PeopleSoft Maintenance Management work order business unit setup and pre-allocate work order demand as long as the work order has been committed.

See "Allocating Orders in Demand Fulfillment" set of topics in the documentation PeopleSoft Inventory

The Shortage Workbench

Use the Shortage Workbench to reserve and unreserve stock to work order demand lines. You can click the Shortage Workbench link to access Inventory, and then Fulfill Stock Orders, and then Shortage Workbench in PeopleSoft Inventory. Based on the search criteria that you enter, you can use the Shortage Workbench to view just the work order demand lines that have attempted reservations and have reserved no stock or only partially reserved stock. This enables you to focus on shortages and determine how to reserve the stock.

You can use the Shortage Workbench to adjust reservations to the highest priority demand. You can also use the Shortage Workbench to deallocate a quantity of stock from a pegged receipt.

Using the Shortage Workbench template enables you to require that any user who unreserves stock on a work order demand line enter a reason code. The Shortage Workbench issues notifications to planners and schedulers when a user unreserves stock from a work order.

The rules that apply to the Shortage Workbench for work orders are defined in the PeopleSoft Inventory documentation: "Fulfilling Work Orders from PeopleSoft Maintenance Management".

See PeopleSoft Inventory: Understanding Work Order Item Fulfillment from PeopleSoft Inventory.

See PeopleSoft Inventory: Handling Errors with the Fulfillment Engine.

See PeopleSoft Inventory: Using the Shortage Workbench.

Pegging Inventory Supply to Work Order Demand

Pegging can be used to associate specific supply, using a purchase requisition or purchase order, to work order demand. This essentially reserves the supply for that specific work order. Users can review the inquiry to see if the supply is pegged and the work order to which it is pegged.

When items are in short supply, organizations peg higher priority work order demand to specific supply to ensure that those demands are satisfied. This also enables the organization to more accurately schedule work orders.

When the level of inventory items reaches a reorder point, this triggers the generation of a requisition or purchase order in PeopleSoft Purchasing to replenish the supply. When a scheduler needs one or more inventory items for a work order that are not currently available, the scheduler can access the Pegging Workbench from the Inventory Schedules - Details tab and link the demand for the Inventory item based on the work order to the incoming supply identified in the requisition or purchase order. Pegging essentially reserves the incoming supply to the work order. If an item is pegged and is a soft reserve item, then the pegged receipt is reserved when putaway is performed. In addition, if the allocate soft pegs is set to Yes, the pegged receipt will be allocated when putaway is performed. The allocate soft pegs setting is defined in Inventory, Order Pegging, Business Unit Setup or Inventory, Order Pegging, Item Setup.

Once an item is pegged, the quantity scheduled in the Inventory Schedules grid is unavailable for selection until you save the page. The quantity pegged for the work order can be issued to the technician or delivered to the work order job location using the Issue to Work Order command in PeopleSoft Inventory when the items are received. You can access the Pegging Inquiry to follow a pegged item's progress.

If pegging notification is enabled, a notification is generated indicating that the item for the work order has been received. If the email option is enabled, the work order contact receives an email indicating that the materials are now available. The item is put away into PeopleSoft Inventory and can then be issued to the work order.

Important:

The pegging workbench is available in the work order only if pegging security is set up for the user in Inventory, and then Order Pegging, and then Pegging User Security

See PeopleSoft Inventory: Understanding Work Order Item Fulfillment from PeopleSoft Inventory.

Issue Inventory to a Work Order With or Without a Pick Plan

Inventory is issued by creating a picking plan or when the inventory clerk accesses the work order and issues the inventory items to the work order without a picking plan. The clerk can update the quantity issued, which in turn updates the work order.

The pick plan process is a batch process, which is owned by Inventory, lists the items and quantities required for a particular work order. The process runs a PeopleSoft Inventory allocation process and generates the picking plan. The Allocation process determines the locations from which the various items of the work order materials list can be picked. The picking plan is a hard copy document, which an inventory clerk can print or a technician can print and carry to the inventory counter. Once you create the picking plan, the inventory clerk must run the issue command to issue the parts to the work order. The picking plan process enables an inventory clerk to obtain the list of needed materials and begin the process of physically pulling the items for the work order. The inventory material need date is the date that the pick plan uses to place items on the pick plan. When the items are picked and issued, the work order inventory item lines are updated to indicate the quantity issued.

An allocation process runs in PeopleSoft Inventory that hard allocates items at the location level. A hard allocation increases the quantity reserved in PeopleSoft Inventory for a location. If the business unit is flagged for a soft reserve, the quantity is reserved at the business unit/ item level, which increases the quantity reserved and decreases the quantity available.

A work order can schedule materials that are due on various dates. The picking plan enables you to indicate to the clerk, to pick the material on specific dates, based on a certain number of lead days. All of the material with a scheduled due date that is equal to and prior to the date specified in the pick plan will be included. Because picking the materials on line in real time is not desirable in this instance, you can run a batch process that looks for start date of the work order and generates a pick plan based on this date.

You cannot delete scheduled materials if they are on a pick plan or if they were issued.

If you are using a push picking plan (the Action of Create Allocations on the Work Order Pick Plan page), you can print a Location Summary report either in addition to or instead of a full Picking Plan report. The Location Summary report sorts the demand lines according to where the items are physically stocked within the warehouse (Inventory business unit). The layout of the printed report reflects the actual positions of stock to be picked, enabling your personnel to fulfill all orders on the picking plan without revisiting locations. For example, if you select Area,as the highest-level sort order, the Location Summary report groups together all demand lines to be picked from storage area A, then groups all lines to be picked from storage area B, and so on. You can select up to three sort orders related to the physical location within the Inventory business unit. The Location Summary report prints the demand lines and the total item quantity to pick from each physical location.

Within the physical location grouping, you can use the location detail sort options to determine how the demand lines should be sorted based on values located on the work order. For example, if you select Area,as the highest-level sort order and Work Order ID as the highest-level detail sort option, then the Location Summary report groups together all demand lines to be picked from storage area A and, within that grouping, sorts the demand lines according to the work order ID of the demand lines.

Note:

It is possible to complete all of the picking using only the Location Summary report; however, you can only view details such as picking errors or picking line and schedule orders and notes if you print out a full Picking Plan report.

See PeopleSoft Inventory: Understanding the Picking Process.

See PeopleSoft Inventory: Issuing Items to a Work Order.

Inventory Demand and Work Order Task Completion

If during the execution of a work order it is determined that the issued quantity satisfies the work order demand and there are still additional unfulfilled quantities (scheduled qty – issued qty > 0) in the row, users can decrease the scheduled quantity, which reduces the demand on PeopleSoft Inventory. When a work order's status is changed to Complete, the fulfillment status of the IN_DEMAND row changes to Depleted in PeopleSoft Inventory. Any unfulfilled item quantities are no longer seen as demand in PeopleSoft Inventory.

There are certain situations where you cannot change the work order's task status to Closed, Canceled, or Complete:

If any rows in the Inventory Schedules grid have an open peg, which means the items have been pegged to an incoming supply (requisition, PO or Interunit Stock Request) and the quantity has not been received yet.
If any rows (parts) in the Inventory Schedules grid are on a picking plan.

Note:

You cannot complete a work order task when open Inventory item pegs exist. You will receive an error that prevents you from changing the status of the task to complete until there are no longer any open Inventory pegs associated with the work order task.
In some cases you may have partial issued quantities at the time you want to complete a task. If you have no quantities or partial quantities issued, you will be prompted to answer Yes or No prior to changing the work order task status to Complete. If you select No, then the work order task status is not set to complete and any unfulfilled demand stays in PeopleSoft Inventory for later issue. If you select Yes, then any remaining demand in PeopleSoft Inventory is released and the fulfillment status of the IN_DEMAND row changes to Depleted.

Reorder and Replenishment of an Inventory Item

PeopleSoft Inventory has reorder thresholds, and once reached, these thresholds trigger the generation of a purchase requisition, which replenishes the stock levels for the item. PeopleSoft Inventory also has a replenishment option, Demand Quantity, that can be used to trigger replenishment when the available quantity is less than the work order demand for the item. However, you may also trigger replenishment even if there is available quantity for the work order demand so that there will be a sufficient quantity of specific items available for use in future work orders.

You can access Item Availability and Item Balance by Unit inquiries in PeopleSoft Inventory from the Inventory Schedule - Additional Information tab.

See PeopleSoft Inventory: Understanding Inventory Replenishment Processing.