The jump to PeopleSoft Inventory 9.2 from 9.1 comes with a ton of enhancements that enable users to perform their jobs more efficiently and effectively.  In addition to reaping the benefits of the newest release, upgraders will also rake in the benefits of 9.1, as well, including:

  • 9.1 Item Maintenance Enhancements
  • 9.1 Demand Fulfillment Enhancements
  • 9.1 Return to Vendor Enhancements
  • 9.1 Delivery Management Enhancements
  • 9.1 Inter-Unit Visibility Enhancements

These enhancements streamline existing processes and provide better visibility to Inventory transactions and potential problems on the horizon. The benefit of receiving 9.1 enhancements with your PeopleSoft 9.2 upgrade is that, while they were impressive during their 9.1 release, they’ve been honed and built upon for the 9.2 application.

Item Maintenance

  • PeopleSoft 9.2 includes release 9.1’s configurable templates, which are a flexible way to assign default values to attributes that are needed when you set up new items. Unlike the existing static Item Template, the configurable template allows the user to decide which attributes are to be assigned, both at the setID level and at the business unit level. The configurable template you design creates a single item creation component that prompts for only those attributes you require for your items or groups of items. PeopleSoft 9.2 builds onto this even more. In 9.2, configurable item change templates have been introduced allowing you to make changes to existing items or groups of items.
  • In previous releases, once you defined an item as an Inventory item and a transaction had occurred using that item, you could not change the item to a non-Inventory item.  Similarly, once an item had been set up as a non-Inventory item and you had created a transaction using that item you could not change the expense item to an Inventory item. The PeopleSoft 9.2 Inventory module provides a mechanism to facilitate the changing of an item from non-inventory to inventory and vice versa, which was introduced in  the 9.1 release. In the case where you attempt to change the type of item and that item is part of an in-process transaction an Item Type Errors page is provided that lists all the transactions that need to be resolved before the item type change can be made.

Demand Fulfillment

  • PeopleSoft 9.2 includes all of the improved pegging functionality that was delivered with the 9.1 Inventory module. Pegging links your material demand to incoming supply such as requisitions, purchase orders, and inter-unit transfers.  Users are now able to view the total quantity pegged at the business unit for an item and drill down to the details within that total
  • If your inventory model includes the use of a third party logistics system, PeopleSoft 9.2 will provide enterprise integration points allowing you to create material stock requests created from demand from a third party system.
  • Inventory in 9.2 enables you to ship orders but delay the Depletion function, which gives you control over when order lines are billed and costed.
  • Undo Fulfilment Request processing is new functionality that allows you to move orders and order lines to previous fulfillment states.  This functionality proves valuable when dealing with large numbers of orders or lines
  • The Order Release process has been enhanced to produce a Pick Plan Summary report in addition to the regular Pick Plan.   This new report enables you to sort the pick lines based on where the items are located in the warehouse, allowing you to streamline the picking process.
  • The Inventory module in PeopleSoft 9.2 allows the user to pre-allocate stock from a specific location when the material stock request is created.  This came about in release 9.1, but prior to that, this could only be done if serial or lot control functionality was being used.
  • New functionality enables you to transfer reserved stock.  In past releases the items would first have to be unreserved before transferring the items to another bin.

Return to Vendor

  • Previously with Inventory items, a Return to Vendor transaction involved two steps.  The first involved creating the Return to Vendor transaction in Purchasing.  The second step was generating an Express Issue or Adjustment to remove the item from Inventory.  The Return to Vendor transaction can now be done in one step from a Return to Vendor page in Purchasing.

Delivery Management

  • With Oracle’s release of PeopleSoft 9.1, Estimated Shipment functions were replaced with Delivery Management, which has carried over into the PeopleSoft 9.2 Inventory module. Using Delivery Management you create logical groupings of demand lines that can then be shipped together. These groupings can be created manually or automatically, based on your defined parameters.
  • Delivery Management is facilitated through the use of a Workbench.  This tool allows you to create deliveries and make changes to existing deliveries.  Additionally, you can assign demand lines, shipping containers and packages to the deliveries.  Freight charges can be applied to the deliveries.

Inter-Unit Visibility

Visibility to inter-unit transfers has been enhanced in three different ways:

  • A new secondary page, Associated Receipts, is now available from the Inter-Unit Stock Status page allowing users to view receipts.
  • New fields have been added to the search pages of the Fulfillment Status inquiry component and the Stock Request inquiry component to allow you to filter demand on inter-unit transfer orders.
  • The inter-unit ID and inter-unit line number fields have been added to the Review Transaction History page allowing users to view inter-unit information related to transactions.

With an upgrade from PeopleSoft Inventory 9.0 to 9.2, you’ll be able to take advantage of these PeopleSoft Inventory 9.1 enhancements within version 9.2. Leveraging the new features and functionalities from 9.1 and 9.2 will allow you to complete Inventory procedures quicker and more effectively than before. I’ll dive into the specific 9.2 Inventory enhancements in a later post. To learn more please contact me at


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