Physical Inventory (Stock Quantity Snapshots)

To synchronize quantity balances between the two systems, the WMS uses the Physical Inventory EIP to send PeopleSoft Inventory a stock quantity snapshot transaction that reflects the current stock quantity balances for the business unit. In PeopleSoft Inventory, this data is processed as a physical inventory transaction. You can use the quantity balances in this inbound data to run a reconciliation report and stock quantity update process, just as you would for a cycle or physical count performed for an PeopleSoft Inventory business unit that is not integrated with a WMS.

Because the success of the WMS integration relies on synchronous quantity balances between the two systems, a quantity balance synchronization procedure should be performed as often as feasible.

Synchronizing Quantity Balances

Here are steps for synchronizing quantity balances between PeopleSoft Inventory and a WMS:

  1. In the WMS, perform a counting event and use the Physical Inventory EIP to send PeopleSoft Inventory a transaction that reflects the current quantity count.

    A counting event can be for all items in the WMS or for a specific item, lot, or material storage location. Each stock quantity snapshot includes header information for the counting event and lines detailing the count quantity and material storage location information for each item counted. When the data is received, PeopleSoft Inventory loads the counting event data into the electronic data collection transaction tables.

    Note:

    The data sent using the Physical Inventory EIP is used to perform periodic checks of the quantity balance synchronization between the two systems. There is no expectation that an actual cycle count or physical inventory count has occurred in the WMS. The Physical Inventory EIP is not used to communicate quantity balance changes from a physical inventory or cycle counts in the WMS. In these cases, the WMS sends PeopleSoft Inventory an adjustment using the Inventory Adjustments EIP.

  2. Run the Physical Inventory process (INPIPHYS) to move the counting event data to the count table (COUNT_INV) in PeopleSoft Inventory.

    Set up run control parameters for the Physical Inventory Load process on the Physical Inventory Process page under the SCM Integrations menu.

  3. Run the Physical Accounting Reconciliation report to detect any discrepancies between the two systems.

    Set up run control parameters for the Physical Accounting Reconciliation report on the Reconciliation Report page. If you find a discrepancy and do not want to accept the adjustment, you can use the Item Counts page to change the status of the counting event line to exclude it from the Stock Quantity Update process (INPOPOST).

  4. Run the Stock Quantity Update process to update the quantities in PeopleSoft Inventory.

    Set up run control parameters for the Stock Quantity Update process on the Stock Quantity Update Process page.

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