Using the Pegging Workbench

The Pegging Workbench is used to create, change, or remove pegs. The workbench enables you to link a specific quantity from a demand to incoming supply. For example, 10 units of a soft-reserved item on an order's demand line can be pegged to 10 units on a purchase order line that contains 50 units. One demand line can be pegged to one or more supply-side lines. For example, 10 units of a soft-reserved item on an order's demand line can be pegged to 4 units on one purchase order and 6 units on another purchase order. In addition, you can peg the supply side to the demand side. One supply-side line can peg to one or more demand lines; for example, starting with a purchase order line with 50 units and pegging to a sales order that needs 10 units and then pegging to an MSR that needs 30 units.

The demand and supply lines that can be viewed and pegged using the Pegging Workbench are limited your pegging setup. Users can only access demand order types and supply order types defined for them in the User Security page. The Pegging Setup page and the Pegging Item Setup page can limit the time window of the Pegging Workbench for each user based on business unit or item. For example, a user may be limited to the supply order type of purchase orders due within the next week. The pegging setup also has the additional benefit of limiting the number of supply or demand lines displayed on the Pegging Workbench, rather than showing all open demand and supply.

Note:

A user cannot access the Pegging Workbench unless they have been defined on the User Security page.

The workbench can be accessed from several different pages throughout PeopleSoft.

In order to be displayed on the Pegging Workbench:

  • All orders must have some amount of open quantity. In other words, they cannot have been fully completed.

  • Material stock requests from PeopleSoft Inventory must be in the unfulfilled state, approved, and for soft-reserved items; including; interunit demand.

  • Sales orders from PeopleSoft Order Management must be in the unfulfilled state, approved, and for soft-reserved items.

  • Purchase orders from PeopleSoft Purchasing must have a distribution line status of open and the Inventory Business Unit field cannot be blank.

  • Requisitions from PeopleSoft Purchasing must have a value in the Inventory Business Unit field.

  • Production IDs from PeopleSoft Manufacturing must be in any status before pending complete. No production schedules can be pegged. Only the primary output of a production ID can be pegged; you cannot peg co-products or by-products.

  • Transfer supply from PeopleSoft Inventory must be approved and in any state other than pending or canceled.

The Pegging Workbench does not display:

  • Non-inventory items.

  • Product kits; however, the kit component demand lines are displayed.

  • Configured product kits.

  • VMI (supplier managed inventory) items.

  • Sales orders that are pegged to a direct ship purchase order or requisition.