PO_ITM_STG

This core staging table provides line and schedule level information destined for the purchase order. The information in the table may be derived from the requisition, requests for quotes, supply planning, manufacturing, par replenishment, or contracts. Many fields on this table are work fields and should be ignored.

These fields in the PO_ITM_STG table are particularly important:

PO_STG_TYPE: R (requisition) is used for the AutoSelect Requisitions process (PO_REQSORC) or for online requisition selection when the Define purchase order option is not selected. O (other) is used for any other process.

PO_STG_ID: This is the same as the requisition ID when the PO stage type is R. This field is derived from INSTALLATION_PO.LAST_PO_STG_ID, when the purchase order stage type is O.

PO_PROCESS_ID: Indicates the process that placed the row into the staging table.

CONSOLIDATE_FLG: Indicates whether similar rows (same item and vendor) can be consolidated into a purchase order during the PO Calculations process (PO_POCALC).

OVERRIDE_SUGG_VNDR: Indicates whether or not the PO Calculations process can override the suggested vendor with the preferred vendor.

INVENTORY_SRC_FLG: Indicates whether a given row is destined for inventory demand or for a purchase order.

PO_ITM_STG_UD

The PO Calculations process takes the information from PO_ITM_STG and copies it, along with each possible vendor from whom the item can be sourced, to PO_ITM_STG_UD. Due to the addition of vendors, PO_ITM_STG_UD may contain multiple rows for each row in PO_ITM_STG. As the PO Calculations process performs its calculations, it stores the updated information in PO_ITM_STG_UD, leaving the original request information in PO_ITM_STG untouched. Once the sourcing process is complete, the vendor and purchase order ID results update PO_ITM_STG.

PO_DISTRIB_STG

This table provides distribution information. One row is placed here for each distribution destined for the purchase order. For requisitions, the information in this table comes directly from the requisition.

Note. RFQ, supply planning, manufacturing, par replenishment, and contract requests also populate this table. Information in this table is copied to the PO_LINE_DISTRIB table.

PO_HDR_STG

This is an optional table built by online requisition selection, RFQs, and contract releases. It is used for manually consolidated requisitions to specify information destined for the Purchase Order Header table (PO_HDR).

B

Ready to create

Set by the sourcing workbench pages once the selected vendor is approved, or by the PO Calculations process if the auto approve option is selected. Can be changed to R (recycle) or, for some sources, to X (reset and purge).

C

Completed

Set by the Create Purchase Orders process once a purchase order has been created successfully and processing is complete. No changes are allowed.

D

Inv demand (inventory demand in process)

Indicates that the Build Inventory Demand process is running. Set by the Build Inventory Demand process once started and while processing. No changes allowed.

E

Error

Set by the PO Calculations process if any errors are found. Can be changed to R, or for some sources, to X.

I

In Process

Set by the AutoSelect Requisitions process and other processes, such as the PO Stage Load process while building the rows in PO_ITM_STG. No changes are allowed.

N

Pending (needs approval)

Set by the PO Calculations process once there are no errors and the purchase order is ready for building but still needs the vendor to be approved in the sourcing workbench pages. Can be changed to B (build), R, or for some sources, to X.

P

POCREATE in process

Indicates that the Create Purchase Orders process is running. Set by the Create Purchase Orders process once started and while processing. No changes are allowed.

R

Recycle (error recycle)

Set in the Sourcing Workbench pages once an error is reviewed and the user indicates that it should be recycled by the PO Calculations process. Can be changed for some sources to X.

S

Staged

Set by the AutoSelect Requisitions process, online requisition selection, and processes such as the PO Stage Load process once the process completes and the staged row is ready to be sourced. Can be changed for some sources to X.

V

POCALC in process

Indicates that the PO Calculations process is running. Set by the PO Calculations process once started and while processing. Can be changed to R, or for some sources, to X.

W

Warning issued

Set by the Create Purchase Orders process once a purchase order has been created but contains a warning, and processing is complete. No changes are allowed.

X

Reset and purge

Entered on the Sourcing Workbench - Selected Items page. This action is possible for some sources when the stage status is S, V, N, E, R, or B. Once the status is X, no changes are allowed.

Note. Only transactions built by certain processes can be set to the X stage status. To set the stage status to X, the row must have one of these process codes: SRC (reqsorc), OLS (online source), PLL (planning load), SFL (shop floor load), CRT (cart (par) replenishment), CON (contract release) or WKM (work order management). If the row was built by the RFQ Load process, you cannot use the X stage status.

REQ_HDR

IN_PROCESS_FLG

N (no)

REQ_HDR

HOLD_STATUS

N (no)

REQ_HDR

BUDGET_HDR_STATUS

V (valid)

REQ_LINE

IN_PROCESS_FLG

N (no)

REQ_LINE

SOURCE_STATUS

A (approved)

REQ_LINE

CURR_STATUS

A (approved)

REQ_LINE

RFQ_IND

N (no)

REQ_LINE_SHIP

BAL_STATUS

I (in balance)

REQ_LINE_DISTRIB

QTY_OPEN or AMT_OPEN

> 0 (greater than 0)

Business Unit

Select rows to be processed or selected based on the business unit that staged them.

Date

Specify the exact date that you want to use in the date selection criteria. This field is required if you use the date selection option S; otherwise, it is unavailable for entry.

Nbr Days (number of days)

Number of days for the before, equal to, or after selections in the Operand field. Applicable when you use Option field values P and M.

Operand

Use this field to indicate whether date selection range should include dates that are before, equal to, or after the selection date. For example, suppose that you want to include requisitions with source dates up to today and for the next three days, select date selection option P, date selection operand <=, and number of days 3.

Option

For the AutoSelect Requisitions process, use to specify the source date selection criteria for the requisition lines that you want to process or select.

For the Purchase Order Stage Load process, use to specify release date selection criteria for planned purchase orders you want to process or select.

For the Purge Stage Tables process, use to specify the release date selection criteria for requests that you want to process or select.

Values are:

C: Use current date.

M: Current date minus number of days.

N: No date selection criteria.

P: Current date plus number of days.

S: Use a specified date. Enter a date in the Date field.

PO Process that built row

Select rows to be processed based on the process that staged them.

CON (contract purchase orders).

CRT (par location replenishment).

OLS (online source).

PLL (planning load).

RFQ (request for quotation).

SFL (manufacturing load).

SRC (autoselect)

Process Instance

Select rows to be processed and selected based on the process instance that staged them.

System Source

Select rows to be processed and selected based on their system source.

Requisition Selection - Sourcing

PO_REQ_SOURCE

Purchasing, Purchase Orders, Stage/Source Requests, Requisition Selection, Requisition Selection - Sourcing

Enter search criteria and source requisitions to purchase orders or inventory demand.

Requisition Selection - Procurement Card Information

CC_USE_HDR_DTL_1

Click the Procurement Card link on the Requisition Selection - Sourcing page.

Maintain procurement card information such as, selecting a procurement card as payment method if one is not already assigned, viewing the existing procurement card information, and overriding the existing procurement card.

Item Description

PO_REQ_DESCR254

Click the item description link on the Requisition Selection - Sourcing page.

The item description link includes the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

Enter and view descriptions for a specific item.

Requisition Details

PO_REQ_DTLS

Click the Req ID (requisition identification) link on the Requisition Selection - Sourcing page.

View information about the requisition selected on the Requisition Selection - Sourcing page.

The fields on this page appear on the Maintain Requisitions - Form page.

Header Comments

PO_REQ_COMMNTS_SEC

Click the Header Comments link on the Requisition Details page.

Enter header comments. You can enter a unique comment, or you can select from predefined standard comments.

Line Comments

PO_REQ_COMMNTS_SEC

Click the Comments button on the Requisition Details page.

Enter line comments. You can enter a unique comment, or you can select from predefined standard comments.

Override Selected Requisition Vendor

PO_REQ_VENDOR

Click the Change Vendor link on the Requisition Selection - Sourcing page.

Update the vendor ID for all selected requisition lines on the Requisition Selection page.

Requisition Selection - Staging Information

PO_REQ_CREATE

Click the Staging Information link on the Requisition Selection - Sourcing page.

View or modify a requisition before sourcing.

Requisition Selection - Procurement Card Information

CC_USE_HDR_DTL

Click the Use Procurement Card link on the Requisition Selection - Staging Information page.

Maintain procurement card information for the sourcing process.

PO Item Staging

PO_STG_RECV_INSPEC

Click the Receiving/Inspection Information link on the Requisition Selection - Staging Information page.

View or change information about the receiving process for an item selected on the Requisition Selection - Staging page.

PO Header Staging

PO_HDR_STG_DTLS

Click the Header Details link on the Requisition Selection - Staging page.

View or change information about the requisition header selected on the Requisition Selection - Staging Information page.

Vendor ID

Select a vendor.

Contract ID

Select a contract ID. Only requisitions that specify the contract ID are returned.

Include Reqs With No Vendor (include requisitions with no vendor)

Select to review requisitions with or without a suggested vendor.

Include Inventory Items

Select to include requisition lines that would normally be sourced from PeopleSoft Inventory.

Stockless Item

Select to retrieve requisition lines for stockless items.

Exclude Auto Source Item (exclude automatic source item)

Select to exclude items defined as automatic sourcing items. Items are flagged for AutoSourcing on the Purchasing Attributes - Purchasing Controls page by selecting the Auto Select check box under the Misc. Controls and Options section of that page.

Define PO

Select to define purchase orders using the structure of requisitions as they appear on this page, instead of letting the system create it using the predefined rules.

The PO Calculations process does not overwrite these purchase order configurations, even if the Consolidate with Other Reqs check box on the requisition is selected. In addition, you must specify the vendor for the purchase order, as the PO Calculations process does not select a vendor for you.

If selected, the information that you view on the Requisition Selection - Sourcing page is exactly what will be on the purchase order and each requisition line that you source will be on its own purchase order line, even if others exist for the same item.

If you want to use the Define PO check box, you must select this check box before selecting requisitions for sourcing. Similarly, if you don't want to use the Define PO check box, you must clear the check box before selecting requisitions for sourcing.

If you are sourcing to PeopleSoft Inventory or do not select this check box, the information that you see on this page is either used for creating inventory demand in the Build Inventory Demand process (PO_REQINVS) or is updated in the PO Calculations process.

Note. If a line that you have selected for sourcing on this page has been sourced to a blanket purchase order contract, you will not be able to select the Define PO check box. Instead, you will receive a message that this option is not valid for the selected line. This check box only applies to lines that are selected by the Inc field after you select the Define PO check box.

No

No

Yes

In this scenario, this value can never be set to No.

Priority

No

Yes

Yes

Priority

No

Yes

No

Suggested

Check Item Available

Select this check box if you want to be informed that there is available stock for this item and that you have the option to source the selected requisition line from PeopleSoft Inventory.

If there is enough available inventory, the system asks you whether you want to source this request from inventory. If you select Yes, the system sets the inventory source option accordingly.

All Lines From Req (all lines from requisition)

Select to source all lines from the same requisition.

PO Item Vendor Option

This value appears by default from the PO Item Vendor Security Option defined on the Purchasing Definition - Business Unit Options page for the PeopleSoft Purchasing business unit that you entered on the Requisition Selection - Sourcing page. Values are:

No Edit Required: The system does not verify whether selected items are defined for the current vendor on the item-vendor table. You can select a more restrictive rule, if necessary.

Edit Required When Use Item ID: The system verifies the item-vendor combination only for items with item IDs and not for those ordered by description only. This value cannot be changed.

Edit Required Must Use Item ID: The system requires item IDs and verifies item-vendor combinations. This value cannot be changed.

Inc (include)

Select this check box to include the requisition line for sourcing. Once you select a requisition line, it becomes unavailable for entry. To make any further changes to the requisition line, clear the check box, make the change, then select it again.

Vendor ID

Vendor that you want to use on the purchase order. The system stores the last vendor ID, whether entered or loaded from a requisition line. If you include a line without specifying a vendor ID, the system uses the last entered vendor ID as the default. If you include a line without specifying a vendor ID and the stored vendor ID is blank, the system issues an error message. You cannot change the vendor when a contract is specified.

Vendor Location

Displays the vendor location used for ordering and determining the pricing location. The priority location appears by default from the item and shipto or from the item vendor.

See Defining Purchasing Item Vendor Relationship Attributes and Priorities.

Procurement Card

Displays the actual value of the procurement card assigned to the requisition or if no procurement card was assigned to the requisition as of yet it will display Procurement Card.

Click the linked procurement card value to access the Requisition Selection - Procurement Card Information page. Use this page to override the current procurement card, view the current procurement card information or to assign a procurement card.

PO Qty (purchase order quantity)

The purchase order quantity appears by default from the requisition line.

You can enter a purchase order quantity that exceeds the original requisition open quantity (oversourcing). You can also enter a quantity that is below the original requisition open quantity (partial sourcing), but only when all the requisition schedules for the line are charged by quantity.

Partial sourcing and oversourcing is possible only when the Define PO check box is selected.

PO UOM (purchase order unit of measure)

UOM that you want to use on the purchase order. The UOM appears by default from the requisition line. If you are working with an ad hoc item, you can enter any UOM. If there is an item ID on the line, available UOMs are those in the INV_ITEM_UOM table.

Item

Item ID from the requisition line.

Line # (line number)

Originating requisition line number.

Calc Price (calculate price)

Indicates whether the PO Calculations process should recalculate the price or use the price from the requisition. If set to Y (yes), the PO Calculations process recalculates the price. If set to N (no), the PO Calculations process uses the price from the requisition. This option is set to Y and cannot be changed when using an item ID and a contract is specified.

Note. If set to N, the PO Calculations process does not search for an available contract.

Amount Only

Indicates that this requisition line is specified as amount only.

Qty Req St (quantity requested standard)

Quantity ordered expressed in the item standard unit of measure.

% Prc Tol Under (percent price tolerance under) and Price Tol Under (price tolerance under)

The under-percentage and under-amount price tolerance per unit. This indicates the acceptable range within which the price can fall below that on the created purchase order. The tolerance appears by default from the Maintain Requisitions - Requisitions page under the Sourcing Controls tab for the requisition.

Change Vendor

Select this check box to activate the Change Vendor link to access the Override Selected Requisition Vendor page, where you can change the vendor on all selected lines simultaneously.

Location

Vendor location used for ordering.

Item

Item ID from the requisition line.

When you order an item that has a valid outstanding contract and the contract vendor is not selected for the line, the system displays a warning. You can decide to continue the transaction using the non-contract vendor.

Select All

Click this link to select all lines on the page for sourcing.

Clear All

Click this link to clear the selection for all lines on the page.

Split Line

This button becomes available after you change the quantity on a line that you want partially sourced. Click to insert a new line with the unsourced requisition quantity. You can source the remaining requisition quantity to different vendors.

Card Number, Card Type, and Expiration Date

Displays the procurement card information associated with the current procurement card on the requisition.

Note. If a procurement card has not been previously assigned to the requisition then no procurement card information displays.

Card Number

Select the card number to override the current procurement card number on the requisition or select a procurement card that you want to assign to the requisition if a procurement card was not previously assigned.

Only the valid procurement cards for the user who is making the requisition selection appear as valid procurement cards in the drop down list. This user must also have the access rights to use a procurement card on a requisition.

Card Type and Expiration Date

After you select an override procurement card these fields display the information associated with that procurement card.

Don't use Procurement Card

Select this check box if you do not want to use a procurement card as a payment method for this requisition that is being sourced to a purchase order. If you select this check box no procurement card will be associated with the purchase order.

Vendor, Vendor ID, and Location

Select the vendor and location you want to override the current vendor with.

OK

When you click this button, the system updates the selected requisition lines with the vendor ID and location entered here and validates the item-vendor relationship. Once saved, the selected vendor is then staged into the purchase order staging tables.

PO Date

Identifies the date to be used on the purchase order. This value can be changed if the system is assigned the purchase order date. If you are adding to an existing purchase order, the purchase order date appears by default from that purchase order.

User Assign ID

Select to source the requisition lines to the purchase order ID that you enter in the PO ID field. The purchase order must be an existing or reserved purchase order for the same vendor. If selecting an existing purchase order, only those in Initial, Pending Approval, or Approved status that have never been dispatched are available for selection.

Use Procurement Card

Click this link to access the Requisition Selection - Procurement Card Information page. Use this page to maintain the procurement card information for the requisition being staged to become a purchase order.

The procurement cards that appear for selection on this page are related to the buyer who also has the rights to use a procurement card on a purchase order. Plus, any vendor cards appear as well for the buyer and vendor and location if the vendor accepts procurement cards as a payment method.

Procurement cards will be visible here if they came over from the requisition or set as a default from the vendor. The buyer has the ability to change this card information to a card that they are authorized to use.

Line and Sched (schedule)

If you selected Define PO, this is the purchase order line and schedule number. If you did not select Define PO, this is the line and schedule number from the requisition.

Item ID

This field is available for entry when the requisition line contains an ad hoc item (description only). This enables the buyer to enter an item ID, when appropriate, based on the ad hoc item description entered by the requester.

When the requisition line contains an item ID, this field is unavailable for entry. The buyer may use the Substitute Items functionality to enter a substitute item.

Price

The unit price for this requisition line appears by default from the requisition and is used on the purchase order if the Define PO check box is selected. If the Calculate Price? check box is selected on the requisition, the PO Calculations process recalculates the price.

Note. If you change the Price value for an ad hoc item and the new price exceeds tolerances defined for the requisition on the Maintain Requisitions - Requisition page under the Sourcing Controls tab, the ad hoc row is not rejected. Instead, the system recognizes that the price exceeds the defined tolerances, issues a warning, and gives you the option to accept the newly entered price or reset it to the price defined on the original requisition.

Freight Terms

This field identifies the freight terms code associated with the purchase order's schedules.

Amount

Total line amount in the displayed currency.

Distribute by

The distribution method by which you allocate the expense account distribution appears by default from the requisition. Values include Amount or Quantity.

If you select Quantity, the sum of all distribution quantities must equal the schedule quantity. Inventory items must be distributed using the quantity distribution method.

If you select Amount, the sum of all distribution amounts must equal the schedule amount (merchandise amount).

Both options enable you to distribute by percent.

PO Qty (purchase order quantity)

Identifies the quantity on the distribution. You can change the default distribution quantity. If the distribution method is Amount, the purchase order quantity is not available for entry.

Amount

Identifies the distribution amount. You can change the default distribution amount here. If the distribution method is Quantity, the amount is not available for entry.

Percent

Identifies the distribution percent. You can enter the distribution percent if the distribution method was either Quantity or Amount. If you change the amount or quantity, the percent is adjusted. If you change the percent, the amount or quantity is adjusted. In either case, the total must equal 100 percent.

Location

Represents the internal destination of the distribution, which can differ from the ship to location for the schedule. For example, the ship to location for the schedule might be corporate headquarters, and the distribution location might be a particular floor's supply room.

Receiving Required

Select the receiving requirement for the item. Values are:

• Do Not Receive: If selected, accounts payable matching and receipt accrual are not applicable.

• Receiving is Optional: If selected, accounts payable will not match receipt lines and the system will not accrue the receipt.

• Receiving is Required: If selected, accounts payable will match receipt lines and the system will accrue the receipt.

Inspect

Select this check box if inspection is required, and specify any inspection instructions for this item using the inspection routing ID.

Tax Exempt Flag

Select this check box if sales tax does not apply to this transaction.

Match Action

Indicate whether you want PeopleSoft Payables to perform matching before payment of the voucher.

Match Rule

Select a match rule from the available options. Match rules are defined on the Match Rules page and activated on the Match Rule Control page.

Payment Terms Basis Date Type

Specify the date that should be used to calculate the voucher payment terms in PeopleSoft Payables.

Dispatch

Select this check box to indicate that the purchase order should be dispatched upon creation.

Method

Select a dispatch method. Values are Print, Fax, Email, EDX, or Phone.

AutoSelect Req (autoselect requisitions)

RUN_PO_REQSORC

Purchasing, Purchase Orders, Stage/Source Requests, Auto Requisition Selection, AutoSelect Req

Enter the selection criteria for the AutoSelect Requisitions process and run the process.

Request Type

Select from these values:

Inventory: Only those requisition lines for which the Inventory Source check box is selected are selected.

Purch Ord (purchase order): Only those requisition lines for which the Inventory Source check box is clear are selected.

Both: Requisition lines are selected for sourcing whether or not the Inventory Source check box is selected.

Business Unit

Select a purchasing business unit. Use to limit the selection of requisition lines to a single PeopleSoft Purchasing business unit.

Vendor SetID and Vendor

Select a vendor setID and vendor ID to limit the selection of requisition lines to those for a specific vendor.

Contract SetID and Contract

Select a contract setID and contract number to limit the selection of requisition lines to those for a specific contract.

SetID and Category

Select a setID and item category to limit the selection of requisition lines to those with items within a specific item category.

Buyer

Use to limit the selection of requisition lines to those associated with a specific buyer.

Item ID Required

Select this check box to load only those requisitions containing a valid item ID identified for AutoSelect. If this check box is clear, requisitions with item IDs and ad hoc items are both eligible for selection.

Origin

Use to limit the selection of requisition lines to those with a specific origin.

System Source

Use to limit the selection of requisition lines to those with a specific system source. For example, select WM (maintenance management) to select requisitions for sourcing to PeopleSoft Purchasing that were created in PeopleSoft Maintenance Management.

Region Codes

REGION_CD

Set Up Financials/Supply Chain, Common Definitions, Location, Region Codes

Define the geographical sourcing region and establish vendor priority and vendor locations.

Region Codes Address

REGION_CD_ADDR

Set Up Financials/Supply Chain, Common Definitions, Location, Region Codes, Region Codes Address

Define description and address information for the region code.

Ship To Locations

SHIPTO_HDR

Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Ship To Locations

Associate the sourcing region to the appropriate ship to location.

Itm Region Vndr (item region vendor)

ITM_REGION_VNDR

Items, Define Items and Attributes, Item Vendor by Region

Define vendor priority and vendor location by region.

Procurement Region Vendor Order Location

REGION_VNDR_LOC

Click the Vendor Order Location link on the Region Codes page.

Select an appropriate vendor setID, vendor ID, and vendor location for a specific region.

Description

Enter a unique description for the region code.

Vendor Order Location

Click this link to access the Procurement Region Vendor Order Location, where you can select an appropriate vendor SETID, vendor ID, and vendor location for a specific region.

Region Code

Select a region code to associate to this ship to location.

PO Stage Load

RUN_PO_POSTAGE

Purchasing, Purchase Orders, Stage/Source Requests, PO Stage Load

Enter the selection criteria for the PO Stage Load process and to run the process.

Inventory Unit

If you specify a PeopleSoft Inventory business unit, only items from PeopleSoft Supply Planning associated with that business unit are selected. If you leave this field blank, all PeopleSoft Inventory business units are considered.

PO Business Unit (purchase order business unit)

If you specify a PeopleSoft Purchasing business unit, only items destined for this business unit are selected. If you leave this field blank, all PeopleSoft Purchasing business units are considered.

Process Planning Requests

Select this check box to process purchase requests from PeopleSoft Supply Planning. If this check box is clear, any purchase requests from these sources are ignored.

Group POs by Item - Planning

Select this check box to break down the purchase orders into one purchase order per vendor, per item. This can be desirable if the purchase orders are very large. If this check box is clear, you can generate purchase orders with multiple lines for the same vendor. To use this check box, you must select the Process Planning Requests check box.

Purchase Order Type

Select to indicate the type of requests that you want to load. To use this option, you must select the Process Planning Requests check box. Values are:

Existing Orders: Change to an existing purchase order.

Planned Order: New planned order.

Planner Code

If you select a planner code, only items from PeopleSoft Supply Planning with this value are selected. If you do not specify a code, all values are considered. To use this option, select the Process Planning Requests check box.

Process Production Requests

Select this check box to process purchase requests from PeopleSoft Manufacturing. If this check box is clear, purchase requests from PeopleSoft Manufacturing are ignored.

Group POs by Item - Production

Select this check box to break down the purchase orders into one purchase order per vendor, per item. This can be desirable if the purchase orders are very large. If this check box is clear, you can generate purchase orders with multiple lines for the same vendor. To use this check box, you must select the Process Production Requests check box.

Warehouse A

60

0

60

Warehouse B

40

0

40

Warehouse A

60

60

0

Warehouse B

40

20

20

Full

C (completed)

C (completed)

Y (yes)

N (no)

Releases requisition line for updates by online and batch processes.

Quantity sourced to inventory demand, appears in requisition UOM.

Partial

S (staged)

PO_POCALC and PO_POCREATE source the balance to a purchase order.

No update to the requisition.

N (no)

No update to the requisition.

Quantity sourced to inventory demand, appears in requisition UOM.

None

S (staged)

PO_POCALC and PO_POCREATE source the balance to a purchase order.

No update to the requisition.

N (no)

No update to the requisition.

0

Build Inventory Demand

RUN_PO_REQINVS

Purchasing, Purchase Orders, Stage/Source Requests, Inventory Demand, Build Inventory Demand

Enter the selection criteria for the Build Inventory Demand process and run the process.

Lead Time

The PO Calculations process assigns a percentage rank value to each vendor based on the number of lead days. The percentage rank is calculated as this vendor lead days divided by the total lead days for all eligible vendors.

Price

The PO Calculations process assigns a percentage rank value to each vendor in the order of price. The percentage rank is calculated as this vendor price divided by the total price for all eligible vendors.

Item Ship To Vendor Priority

The PO Calculations process assigns a percentage rank value to each vendor in the order of item ship to vendor priority. The percentage rank is calculated as this vendor item ship to priority divided by the total item ship to priority for all eligible vendors.

Item Vendor Priority

The PO Calculations process assigns a percentage rank value to each vendor in the order of item vendor priority. The percentage rank is calculated as the vendor item vendor priority divided by the total item vendor priority for all eligible vendors.

N

N

Vendor must be entered on requisition.

N

Chosen vendor does not accept any cards.

N

Vendor cannot accept vendor card if they don't accept any cards.

Not applicable

Vendor does not accept any cards.

None

N

Y

N

N

Not applicable

Vendor does not accept any cards.

None

N

Y

Y

Chosen vendor accepts cards.

Y

Not applicable

Vendor card is always used.

Vendor card

N

Y

Y

N

N

None

Use buyer default procurement card if it is valid.

N

Y

Y

N

Y

Use the specified procurement card if it is valid. If none used, use the buyer default procurement card if it is valid.

Y

Y

N

N

Not applicable

Vendor does not accept any cards.

None

Y

Y

Y

Y

Not applicable

Vendor card is always used.

Vendor Card

Y

Y

Y

N

N

None

Use buyer default procurement card if it is valid.

Y

Y

Y

N

Y

Use the specified procurement card if it is valid. If none used, use the buyer default procurement card if it is valid.

PO Calculations - Run Controls

RUN_PO_POCALC1

Purchasing, Purchase Orders, Stage/Source Requests, PO Calculations, Run Controls

Enter the selection criteria for the PO Calculations process.

Enter the run control criteria for the PO Calculations process and to run the process.

Accumulate Level

This is not a selection criteria for the process, but rather is used in conjunction with the cumulative sourcing method. Select a value to determine how to accumulate the percentages for cumulative split sourcing.

Select Schedule level if you want each schedule to be examined individually when finding a vendor. With this accumulate level the schedules are assigned to the same vendor until that vendor's predefined percentage is met, then they are assigned to the next vendor until the second vendor's predefined percentage is met and so forth through all the available vendors. Then it cycles back to the first vendor. Each schedule could have a different vendor.

Select Run if you want all schedules for that category being processed during the run to be grouped together when finding a vendor. With the run accumulate level all schedules for the category will be sourced from the same vendor.

Note. The schedule accumulate level offers greater and more accurate control, but the run accumulate level offers better performance.

Buyer

(Required) Select the buyer to be used on the purchase order header in the event that the PO Calculations process cannot determine the buyer.

The buyer name is carried at the line level on the requisition, so a requisition can have multiple buyers. When the PO Calculations process creates the purchase order header, it must assign a buyer name.

• If all the staged lines that belong on one purchase order have the same buyer name, the PO Calculations process uses that name on the header.

• If the staged lines that belong on the purchase order have different buyer names, or the process that created the staged entry did not specify a buyer name (you can force a buyer name in online requisition selection), the system uses the vendor buyer name.

• If the vendor buyer name is blank, the system enters the buyer name on the purchase order header.

Consolidation Method

Determines whether purchase orders are consolidated by business unit, vendor, and buyer or by business unit and vendor only. The consolidation method applies only to staged rows identified for consolidation.

For example, suppose that you choose to consolidate by business unit and vendor, then all rows with the same vendor and business unit are grouped onto one purchase order.

Alternately, if you add buyer to the consolidation criteria, all rows that have the same buyer, vendor, and business unit are grouped on a purchase order.

Origin

(Optional) Select an origin to be used on the purchase orders.

Purchase Order Date

Enter a date to be used on the purchase orders, for purchase orders that do not already have a date assigned. If you leave this field blank, the PO Calculations process uses the current system date.

Purchase Order Reference

(Optional) Enter a purchase order reference to be used on the purchase orders. This is a free-form field.

Pre-Approve Vendor

Select this check box to approve the vendor that the PO Calculations process selects.

If selected, the system automatically approves the vendor recommended by the PO Calculations process, so that you can run the PO Calculations process and the Create Purchase Order process without interruption. If you do not select the Pre-Approve Vendor check box, you must approve the vendor manually using the Sourcing Workbench.

If you change a vendor using the Sourcing Workbench, you must run the PO Calculations process again for the staged row to be recalculated.

Build POs as Approved

Select this check box to have purchase orders created with an Approved status when you run the Create Purchase Orders process. If selected, the process examines auto approval criteria set at the business unit level. If the auto approval criteria are met, the status is set to Approved. If the auto approval criteria are not met, the status is set to Pending Approval, and the purchase order enters the workflow approval business process. If you do not select this check box, the purchase order is created with a status of Open.

Lead Time Factor %, Ship to Priority Factor %, Price Factor %, andVendor Priority Factor %

Used for flexible sourcing. To override the category and item settings, enter the percentage weight that you want the PO Calculations process to give the lead time, ship to, price, and vendor factors when the application process is evaluating vendors for flexible sourcing. The sum of all four factor fields must add up to 100 percent.

% Price Tol Over and %Under

Displays the tolerance percent price over and under. This tolerance percent is applied to the suggested price on the requisition and used in the PO Calculations process. If the purchase order price is outside of the tolerance, the PO Calculations process rejects the staged row.

Amount Only

If this check box is selected, the receipt is based on an amount, not a quantity. In an amount-only transaction, the price is set to 0 and the quantity is 1.

Base Price

Displays the price expressed in the base currency.

Calculate Price?

If this check box is selected, the PO Calculations process calculates a price. If this check box is clear, the staged row price is used on the purchase order.

Due Date

Displays the due date for the purchase order. This is the date the items are due at the ship to location.

Instance

Displays the process instance of the PO Calculations process that last updated this row.

Location

Displays the vendor location.

LT Days (lead time days)

Displays the lead time period between submitting the purchase order to the receipt of goods.

PO Stg ID/PO Stage ID

Displays the PO Stage ID. This is the same as the requisition ID when the PO stage type is R. It is taken from INSTALLATION_PO.LAST_PO_STG_ID when the PO stage type is O.

PO Stg Type/PO Stage Type

Requisition for the AutoSelect Requisitions process or online requisition selection when the Define PO check box is not selected. The system uses Other for any other process.

Price

Displays the requisition price for the item.

Price Tol (price tolerance), Over, and Under

Displays the tolerance amount applied to the suggested price on the requisition and used in the PO Calculations process. The PO Calculations process calculates the correct price for a purchase order based on the item prices plus or minus any price adjustments. The sourcing unit price tolerance is applied to the suggested price on the staged row and is compared with the calculated purchase order price. If the purchase order price is outside of the tolerance, the PO Calculations process rejects the staged row.

Std Quantity (standard quantity )

Displays the requisition quantity expressed in the standard unit of measure for this item.

Quantity

Displays the requisition quantity being sourced to the selected vendor.

Requisition ID

If this row came from a requisition, the ID of the requisition appears.

Sched Num (schedule number)

Displays the schedule number on the original request.

Ship To

Displays the location where the items are being shipped.

Src Method (sourcing method)

Displays the sourcing method for this row. It determines how the vendor is selected for this line. Sourcing method appears by default from the item category or item ID. Values are Basic, Flexible, Sched Split (schedule split), and Cumulative Split.

Stg Status (stage status)

Displays the status of the staged row.

Sys Source (system source)

Displays the source of the purchase request. Values include Planning, Production, or PO Online (purchase order online).

Unit

Displays the business unit of the purchase request.

Use This Vendor

Select the vendor to use for this order. When there are multiple eligible vendors, select the corresponding check box for the vendor of your choice. When you change the vendor, the Let POCalc Override Vendor? check box on the Sourcing Workbench - Sourcing Details page is cleared to ensure that the PO Calculations process does not choose a different vendor. If you change the vendor on the Eligible Vendors page or Flexible Sourcing page, you must rerun the PO Calculations process.

Vendor

Displays the vendor to whom the row has been sourced.

Zero Price Ind (zero price indicator)

If this check box is selected, indicates that the price for this item is zero.

Sourcing Workbench - Sourcing

PO_SRC_ANALYSIS

Purchasing, Purchase Orders, Stage/Source Requests, Sourcing Workbench, Sourcing Workbench - Sourcing

Select sourcing criteria and view the rows of data on the PO_ITM_STG table. Access pages to change the recommended vendor, quantities sourced to each vendor, or correct errors.

Vendor Information - Summary

VNDR_ID1_SUM

Click the Vendor ID link on the Sourcing Workbench - Sourcing page.

Access vendor information for the staged row.

Item Definition - General: Common

INV_ITEMS_DEFIN1

Click the Item ID link on the Sourcing Workbench - Sourcing page.

Access inventory item information at the setID level for the staged row.

Item Description

PO_SRC_ITEM_DESCR

Click the Description link on the Sourcing Workbench - Sourcing page.

The description link includes the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

View descriptions for a specific item.

Maintain Requisitions - Requisition

REQ_FORM

Click the Requisition ID link on the Sourcing Workbench - Sourcing page.

Review requisition information for the staged row.

Maintain Purchase Order - Purchase Order

PO_LINE

Click the Purchase Order link on the Sourcing Workbench - Sourcing page.

Access a purchase order created for the staged row.

Sourcing Workbench - Sourcing Details

PO_SRC_ANLSYS_DTL

Click the Sourcing Details button on the Sourcing Workbench - Sourcing page.

View further details about a staged row and how to change the vendor and stage status.

Eligible Vendors

PO_SRC_VNDR_DTL

Click the Eligible Vendors link on the Sourcing Workbench - Sourcing Details page.

Select the vendor to use for the order. View details about each of the vendors for this item.

Sourcing Workbench - Pricing Information

PO_SRC_PRICING

Click the Pricing Information link on the Sourcing Workbench - Sourcing Details page.

View details about the pricing of the item from the requisition.

Sales/Use Tax

PO_STG_SUT_INQ

Click the Tax Amount button on the Sourcing Workbench - Pricing Information page.

View the sales and use tax information from the purchase order.

Sourcing Workbench - Value Adjustments

PO_VAL_ADJ_STG_INQ

Click the Value Adjustment link on the Sourcing Workbench - Pricing Information page.

View the value adjustments (discounts and surcharges) added to the base price of the item on the purchase order.

VAT (value added tax)

PO_ITM_STG_VAT_INQ

Click the VAT link on the Sourcing Workbench - Pricing Information page.

View the VAT information for the purchase order schedules.

Flexible Sourcing

PO_SRC_ANLSYS_VNDR

Click the Flex Sourcing link on the Sourcing Workbench - Sourcing Details page.

View how a vendor was chosen using the flexible sourcing method during the PO Calculations process. The vendor score section shows how the system rated each criteria.

Sourcing Workbench - PO Information (purchase order information)

PO_STG_SCHED_DTLS

Click the PO Schedule Information link on the Sourcing Workbench - Sourcing Details page.

View details about the purchase order that is going to be created.

Stage Status

Select a stage status. You can change the stage status from Error to Recycle or to Reset/Purge after you have corrected the error on this row, so that the PO Calculations process can reprocess the staged row.

If the PO Calculations process fails, change the status from POCALC to Recycle as long as the process is no longer running.

Staged Vendor

Select a different vendor. This field is available for entry when the stage status is Staged, Pending (pending approval), Error, or Recycle. An item vendor relationship must exist if the Accept Any Vendor option is N (no) at the business unit or item level.

If you are using the Flexible sourcing method and have run the PO Calculations process, all eligible vendors appear on the Eligible Vendors page. Choose a vendor on the Eligible Vendors page by selecting the Use This Vendor option.

To make an informed decision about the vendor selection, use the Flexible Sourcing page to view all factors involved in the selection of the recommended vendor by the PO Calculations process.

If you change the vendor for a schedule, there are other schedules on the same purchase order line, and the line is priced at the line quantity, the system issues a warning that all schedules must be priced again. If you choose to reprice the schedules, the stage status on each one changes to Recycle.

When you change the vendor, the Let POCalc Override Vendor? check box is clear, to ensure that the PO Calculations process does not choose a different vendor.

Vendor Loc (vendor location)

You can enter a different vendor location under the same circumstances that you can change the vendor for this staged row.

Let POCalc Override Vendor?

Select to allow the PO Calculations process to override the vendor for this line. To use the vendor that you select for this line, ensure that this check box is clear.

PO ID (purchase order ID)

Displays the purchase order to which this line was sourced. If the line is split sourced and multiple purchase orders are created, the Multiple link appears.

PO Process

Displays the process that placed the row in the staging tables.

IN Unit (inventory unit)

Appears if this transaction is created through the PO Stage Load process. This is the PeopleSoft Inventory business unit from planning or manufacturing.

Source Document

Click this link to access the transaction from which this line originated. If this line is sourced from a requisition, selecting the link accesses the requisition.

Consolidate with other Reqs (consolidate with other requisitions)

Appears selected if the row originated from a requisition configured to allow the row to be consolidated onto the same purchase order with other rows meeting select criteria, such as having the same item or vendor. The consolidation takes place during the PO Calculations process.

Inventory Source Flag

If this row is to be sourced from PeopleSoft Inventory rather than onto a purchase order, this check box is selected.

Qty Demand (quantity demand)

Quantity sourced from inventory demand through the Build Inventory Demand process. This quantity is always in the item's standard unit of measure.

Card Number, Card Type, and Expiration Date

Displays the procurement card information that will be used for payment on the purchase order.

Amount Only

Indicates that the source requisition has a requisition line specified as amount only. If this check box is selected, the Consolidate with other Reqs and the Inventory Source Flag check boxes are not available for entry.

Message

A plain text warning or error message appears if the stage status is either Error or Warning.

Vendor

Displays all vendors that are eligible for this transaction.

Recommended Vendor

This check box is selected for the preferred vendor for this item based on the vendor selection method in use.

Use This Vendor

Enables you to select the vendor to use for this order. When there are multiple eligible vendors, you can select a vendor by selecting this check box for that vendor. When you change the vendor, the Let POCalc Override Vendor? check boxon the Sourcing Workbench - Sourcing Details page is cleared to ensure that the PO Calculations process does not choose a different vendor.

Note. If you change the setting of the Use This Vendor check box, you must rerun the PO Calculations process.

PO Line

The purchase order line for the request appears, if the purchase order has already been created.

Price

The calculated unit price, plus any price adjustments appears.

Amount

The extended price for the item being purchased (unit price times the quantity) appears.

Qty Std UOM (quantity standard unit of measure)

Quantity ordered expressed in the standard UOM for this item appears.

Price Base

Unit price expressed in the currency of the PeopleSoft Purchasing business unit (base currency) appears.

Base Amt (base amount)

Monetary value of the line appears. This is the quantity multiplied by the unit price, expressed in the base currency for the business unit.

Contract ID/Line/Release

If the item falls under a contract, the system displays the contract elements that set the item price.

Milestone Line

Milestone number associated with the selected contract line and release appears.

Sale/Use Tax Applicability

Displays the sales and use tax applicability rule. This indicates whether sales and use tax is applicable for the specific vendor location and how sales tax is applied. Values are:

Item is Exempt.

Purchaser is Exonerated.

Sales Tax Appl (sales tax applicable).

Direct Pay.

Use Tax Appl (use tax applicable).

Sales/Use Tax Exception Type

The SUT exception type appears by default from the ship to location for the SUT destination code. Values are Direct Pay, Exempt, or None.

Sales/Use Tax Exception Certif (sales/use tax exception certificate)

The SUT exception certificate ID appears by default from the ship to location for this SUT destination code.

Tax Code

Sales and use tax code that contains the various taxing authority information for this ship to location.

Include VAT

If this check box is selected, indicates that VAT should be included in the amount total before the SUT amount is calculated.

Include Freight

If this check box is selected, indicates that freight costs should be included in the amount total before the tax is calculated.

Include Misc Charges (include miscellaneous charges)

If this check box is selected, indicates that miscellaneous charges should be included in the amount total before the tax is calculated.

Type

Displays the type of adjustment. Values are:

Base: The base price from the item's Purchasing Attributes page. This is either the item or vendor price or the standard item price.

CNT: The price is from a contract.

TBL: A price adjustment (discount or surcharge) from the item's Price Adjustments page.

FRT: Freight costs.

TAX: Sales or use tax.

OTH: Other miscellaneous adjustments.

Base Price Type

Displays the origin of the starting price when the value in the Type field is Base. Values are:

Contract: Originated from the contract for the item.

Item Standard: Originated from the standard item price on the item's Purchasing Attributes.

RFQ: Originated from the request for quote price.

Vendor Std: Originated from the standard item and vendor pricing structure on the item's Purchasing Attributes-Item/Vendor page or Price Adjustments page.

User: Originated when the user-defined price was used, because the staged row was created with the Calculate Price? check box not selected.

Adj Meth (adjustment method)

Displays whether the price adjustment is expressed in amount or percentage.

Pct (percentage)

If the adjustment is by percentage, the percentage of the adjustment displays.

Amt (amount)

If the price adjustment is by amount, the amount of the adjustment displays.

Ship To

If this discount or surcharge is from the item's Price Adjustment page, this check box indicates whether the adjustment is based on the ship to used.

UOM (unit of measure)

If this discount or surcharge is from the item Price Adjustment page, this check box indicates whether the adjustment is based on the UOM used.

Min Qty (minimum quantity)

The minimum quantity needed for this adjustment to be applied to this line. This value appears by default from the Item Price Adjustment page. If there is a contract associated with the purchase order, this value could appear by default from the PO Line Price Adjustments page.

Applicability

Indicates whether VAT should be calculated for this schedule. This appears by default from the Procurement VAT Defaults. While most purchases may be subject to VAT for any of the VAT countries, there may be some items or item categories that are VAT exempt or out of the scope for VAT. You can override the value on the requisition or purchase order. Values are:

• Exempt.

• Exonerated.

• N/A: (not applicable).

• Outside: (outside scope of VAT).

• Suspend: (suspended).

• Taxable.

• VAT Only.

Code (VAT code)

Defines the VAT percentage and is used to retrieve VAT accounting ChartFields. This code determines how the VAT amount is calculated on a transaction and how that amount is accounted and reported.

Use Type

Indicates which VAT use type is to be used for this purchase order schedule. This code indicates which portion in terms of percent is taxable and which portion may be exempt. It appears by default from the purchasing attributes for the item or from the Purchasing processing options.

VAT Tran Type (value-added tax transaction type)

Provides a way of categorizing the VAT transactions for reporting purposes.

Description

Displays a description of the VAT transaction type.

VAT

The amount of VAT calculated for the schedule in the transaction currency.

VAT Basis

Indicates the amount on which the VAT was calculated, expressed in the transaction currency.

VAT Recvry (value-added tax recovery)

Indicates how much VAT you expect to recover.

VAT Rebate

Indicates the percentage of VAT that is not normally recoverable but which may be refunded in the form of a tax rebate.

Vendor Score

Ranking given to this vendor by the PO Calculations process using flexible sourcing.

Recommended Vndr (recommended vendor)

The vendor chosen by the PO Calculations process.

Ratings for four criteria (lead time, price, ship to, and vendor priority) are added and the lowest scoring vendor is chosen as the recommended vendor.

Use This Vendor

Enables you to override manually and choose the vendor that you will use.

LT Days (lead time days)

The lead time days value is the time period from submitting the purchase order to receipt of the goods. This appears by default from the item or item category and can be overridden on the requisition. This is one of the four criteria that can be used in flexible sourcing.

LT Factor % (lead time factor percent)

Entered on the item or item category and reflects the value that you have given the lead time days criteria in relation to the other three criteria (price, ship to, and vendor priority) for this item.

Lead Time Rank

Calculated (by item) using the vendor's lead time days divided by the lead time days for all eligible vendors. This ranks the eligible vendors based on lead time.

Lead Time Rating

Calculated using the LT Factor % value multiplied by the Lead Time Rank value.

Base Price in Std UOM (base price in standard unit of measure)

The vendor price (before any price adjustments) appears in the vendor standard UOM, along with the base currency code.

Pr Factor % (price factor percentage)

Entered on the item or item category and reflects the value that you have given the best price criteria in relation to the other three criteria (lead time days, ship to, and vendor priority) for this item.

Price Rank

Calculated (by item) using the vendor's base price divided by the base price for all eligible vendors. This ranks the vendors for this item based on price.

Price Rating

Calculated using the Price Factor % value multiplied by the Price Rank value.

Shipto Vendor Priority

Priority given to a vendor for an item for a ship to location. This is assigned by item on the Ship To Locations page.

Shipto Factor %

Percentage that you entered on the item or item category and reflects the value that you have given the ship to vendor priority criteria in relation to the other three criteria (lead time days, price, and vendor priority) for this item.

Shipto Priority Rank

Calculated (by item) using the ship to vendor priority divided by the ship to vendor priorities for all eligible vendors. This ranks the vendors for this item based on ship to vendor priority.

Shipto Priority Rating

Calculated using the Ship To Factor % values multiplied by the Ship To Priority Rank value.

Item Vendor Priority

Number ranking of each vendor who supplies this item. This appears by default from the item or item category and can be overridden on the requisition. This is one of the four criteria that can be used in flexible sourcing.

Vndr Factor % (vendor factor percent)

Reflects the value that you have given to the item vendor priority in relation to the other three criteria (lead time, price, and ship to vendor priority) for this item.

Vendor Priority Rank

Calculated (by item) using the vendor's priority divided by the vendor priorities for all eligible vendors. This ranks the vendors for this item based on price based on vendor priority.

Vendor Priority Rating

Calculated using the Vndr Factor % value multiplied by the Vendor Priority Rank value.

Payment Terms ID

Identifies the payment terms that appear on the purchase order header.

GPO ID

Displays the group purchasing organization ID.

GPO Contract Number

Displays the group purchasing organization contract number.

Freight Terms

Identifies the freight terms code that applies to the schedules for the purchase order.

Replenish Code

Displays the PeopleSoft Inventory replenishment code for this distribution.

Inspect

If this check box is selected, indicates that inspection is required for the line.

Unit Price Tolerance and % Unit Price Tolerance

Indicates the amount and percentage variation allowed in the unit price of this item when matching the purchase order, voucher, and receipt.

Ext Price Tolerance (extended price tolerance) and % Ext Price Tolerance

Indicates the amount and percentage variation allowed in the extended price of this line when matching the purchase order, voucher and receipt. Extended price is the quantity ordered multiplied by the item unit price or the item vendor UOM price.

Rjct Ovr % (reject over percent)

Receiving cannot accept a shipment from the vendor that exceeds this percentage of quantity over shipped.

Receiving Required

Displays the receiving requirement for the item. Values are:

• Do Not: If displayed, accounts payable matching and receipt accrual are not applicable.

• Optional: If displayed, accounts payable will not match receipt lines and the system will not accrue the receipt.

• Required: If displayed, accounts payable will match receipt lines and the system will accrue the receipt.

Early Ship Rjct Days (early ship reject days)

Receiving cannot accept a shipment that is received early by the number of days indicated by this value.

Template

The configuration code template ID appears if the item is a configured item.

Config Code (configuration code)

If this is a configured item, the configuration code appears.

Create PO

RUN_PO_POCREATE

Purchasing, Purchase Orders, Stage/Source Requests, PO Creation, Create PO

Enter the selection criteria for the Create Purchase Orders process and run the process.

Process Instance

Enter the process instance related to the PO Calculations process. This process instance limits the selection of staged requisitions to those that were put into the PeopleSoft Purchasing stage table.

Calculate PO Line Numbers

Select this check box to ignore staged entry line numbers when the Create Purchase Orders process creates new purchase orders and assigns sequential line numbers, beginning with one. If you do not select this check box, system performance may be better, but you may have purchase orders with nonsequential line numbers that do not begin with one.

Hold from Further Processing

Select to place the resulting purchase orders on hold and prevent further processing of the purchase orders.

Allow Dispatch When Appr (allow dispatch when approved)

Select to make the resulting purchase orders eligible for dispatch when you run the PO Dispatch/Print process.

PO Auto Sourcing - Objectives

RUN_PO_AUTOSRC1

Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing, Objectives

Select the sources for generating purchase orders in order to configure the Automatic Purchasing Sourcing process to run multiple jobs in sequence for the same set of staging records.

PO Auto Sourcing - Options

RUN_PO_AUTOSRC2

Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing, Options

Specify selection criteria and purchase order creation options that correspond with the selected sources.

PO Auto Sourcing - Results

RUN_PO_AUTOSRC_LOG

Purchasing, Purchase Orders, Stage/Source Requests, PO Auto Sourcing, Results

View the results of the Automatic Purchasing Sourcing process.

Processes

RUN_PO_AUTOSRC

Click the Select Individual Processes link on the PO Auto Sourcing - Objectives page.

(Optional) Select individual purchasing processes to run in sequence for the same set of staging records.

Check Inventory First

Select this check box to have the system run the Build Inventory Demand process first and then run the PO Calculations and Create PO processes. In this case, items with or without sufficient on-hand quantity will all be processed through different channels.

Source From Inventory

Select this check box to have the system run only the Build Inventory Demand process. The system will not run the PO Calculations and Create PO processes afterwards.

AutoSelect Reqs (ReqSorc) (autoselect requisitions)

Select to run the AutoSelect Requisitions process.

PO Stage Load (POStage)

Select to run the PO Stage Load process.

PO Contracts (POCntrct)

Select to run the Purchase Order Contracts process.

Build Inv Demand (ReqInvs) (build inventory demand)

Select to run the Build Inventory Demand process.

PO Change (POChange)

Select to run the PO Change process.

PO Calculations (POCalc)

Select to run the PO Calculations process.

Create PO (POCreate)

Select to run the Create Purchase Order process.

Cumulative Source

RUN_PO_POHISTUD

Purchasing, Purchase Orders, Stage/Source Requests, Cumulative Sourcing, Cumulative Source

Enter the selection criteria for the Cumulative Sourcing Update process and to run the process.

All Categories

Select to run the Cumulative Sourcing Update process for all categories that are set to use the cumulative split sourcing method. When selected, the SetID and Category fields are unavailable for entry.

SetID

Select the setID of the category on which you want to run the Cumulative Sourcing Update process.

Category

Select the category on which you want to run the Cumulative Sourcing Update process.

All Vendors

Select to run the Cumulative Sourcing Update process for all the vendors that are set to use the cumulative split sourcing method. When selected, the Vendor SetID and Vendor ID fields are unavailable for entry.

Vendor Set ID

Select the setID of the vendor for which you want to run the Cumulative Sourcing Update process.

Vendor ID

Select the vendor for which you want to run the Cumulative Sourcing Update process.

Check Cumulative Period

Select this check box to look for categories that have entered a new period, update history dates, and recalculate amounts for those categories. The Process Request Parameters fields do not apply to this check box.

Force Amount Recalculation

Select this check box to force amount recalculation for the categories and vendors that meet the process request parameters.

Purge Stage Table

RUN_PO_POSTGPRG

Purchasing, Purchase Orders, Stage/Source Requests, Purge Stage Tables, Purge Stage Table

Enter the selection criteria for the Purge Stage Tables process and run the process.

Purge Staged Rows in Error

Select to purge rows in error whose stage status is E (error). This also releases associated requisitions.

Purge Completed Stage Rows

Select to purge completed stage rows and rows ready for purge whose stage status is C (completed), W (warning), or X (ready to purge).

PO Stage Record Type (purchase order stage record type)

Used in combination with purchase order build stage ID to limit the purging of the stage tables to rows originating from a particular staged entry.

PO Stage ID (purchase order stage ID)

Used in combination with the PO Stage Record Type field to limit the purging of the stage tables to rows originating from a particular staged entry.

PROCESS_INSTANCE

0

BUSINESS_UNIT

Purchase order business unit.

PO_STG_TYPE

O

PO_STG_ID

INSTALLATION_PO.LAST_PO_STG_ID (Next).

LINE_NBR

Incoming line.

ADD_SCHED_FLG

N

AMT_ONLY_FLG

Y if no quantity is provided. The default is N.

BAL_STATUS

I

BCKORD_ORG_SCHED

Back order original schedule.

BUSINESS_UNIT_IN

(Optional) Normally only used by shop floor subcontracts in PeopleSoft Supply Planning.

BUYER_ID

Desired buyer ID. Can be blank but must be a valid buyer ID if entered.

CALC_PRICE_FLG

Y : If price calculation is requested. Must be Y if CONSOLIDATE_FLG is Y. The PO Calculations process expects all staged rows to be in the base currency whenever the CALC_PRICE_FLG or the CONSOLIDATE_FLG are set to Y. When CALC_PRICE_FLG is set to Y, base currency, base price, and base merchandise amount are required fields; and transaction currency, price, and merchandise amount fields are ignored.

N: If no price calculation is requested. No tolerance checking is performed, because the requisition and purchase order prices will be identical.

CARRIER_ID

(Optional)

CATEGORY_ID

(Required) Incoming category ID.

CHNG_SOURCE

See translate values.

• BPA - Single PO

• CRT - Cart Repln

• DRP - Direct Ships

• EDX - EDX

• EPR - User

• ONL - On-line PO

• PLN - Planning

• POC - PO Change

• PRD - Production

• Req - Req

CNTRCT_ID

Incoming contract ID if specified; otherwise, it's blank. Must be blank if CONSOLIDATE_FLG is Y.

CNTRCT_LINE_NBR

Incoming contract line number if specified; otherwise, it's blank. Must be zero if CONSOLIDATE_FLG is Y.

CNTRCT_RATE_DIV

Incoming contract rate divisor. Normally, used only by contract release process. The default is 1, never 0.

CNTRCT_RATE_MULT

Incoming contract rate multiplier. Normally, used only by Contract Release process. The default is 1, never 0.

CNTRCT_SETID

Incoming contract setID if a contract is specified; otherwise, leave blank.

CNTRCT_SPEC_FLG

Y: If a contract is specified.

CONFIG_CODE

(Optional) Configuration Code. Normally, it is used only by PeopleSoft Product Configurator.

CONSOLIDATE_FLG

Y: If this PO_ITM_STG line can be merged with similar items on a purchase order.

N: If this PO_ITM_STG line must be on its own purchase order.

CONVERSION_RATE

1: Used in the PO Calculations process for unit of measure conversion.

CONVERT_UOM_FLG

Y: If you want the system to convert to the vendor UOM. Must be Y if the CONSOLIDATE_FLG is Y.

CP_TEMPLATE_ID

(Optional) Configurator Product Template ID. Normally used only by PeopleSoft Product Configurator.

CURRENCY_CD

Transaction currency code.

CURRENCY_CD_BASE

(Required) Purchasing business unit base currency.

DATETIME_MODIFIED

Current DATETIMESTAMP.

DESCR254_MIXED

(Required) Incoming item description.

DISTRIB_MTHD_FLG

A or Q from requisition lines, indicating whether distributions are by amount or quantity.

DOC_BUILT_FLG

N

DUE_DT

Incoming due date if provided or null.

DUE_TIME

Incoming due time if provided or null.

FREIGHT_TERMS

(Optional) Appears by default if not specified.

FROZEN_FLG

Appears by default as N.

INSPECT_CD

(Optional) Incoming inspection code.

INV_ITEM_ID

Incoming inventory item ID. Blank if ordered by description; otherwise, it is required.

INVENTORY_SRC_FLG

Directly from REQ_LINE. Y if an inventory item, otherwise, N.

ITM_ID_VNDR

(Optional) Incoming item ID vendor.

ITM_SETID

(Required) Incoming item setID.

LEAD_TIME

0

LIQUIDATE_METHOD

A (amount)

Q (quantity)

MERCHANDISE_AMT

Schedule merchandise amount (PRICE_PO * QTY_REQ) in transaction currency.

MESSAGE_NBR

0

MESSAGE_SET_NBR

0

MFG_ID

(Optional) Incoming manufacturer ID.

MFG_ITM_ID

(Optional) Incoming manufacturer item ID.

MILESTONE_NBR

Incoming milestone number. The default is 0.

OP_SEQUENCE

(Optional) Normally, used only by shop floor subcontracts in PeopleSoft Supply Planning.

OPRID

From REQ_HDR.OPRID_ENTERED_BY.

OVERRIDE_SUGG_VNDR

This is required.

Y: If VENDOR_ID can be overridden by AutoSourcing. Must be Y if CONSOLIDATE_FLG is Y.

N: If the specified vendor must be used.

PCT_UNIT_PRC_TOL

Incoming tolerance. Ceiling for the unit price tolerance. 0 means no variance is allowed.

PCT_UNIT_PRC_TOL_L

Incoming tolerance. Floor for the unit price tolerance. 0 means no variance is allowed.

PHYSICAL_NATURE

G (goods)

S (services)

PO_BUILT_FLG

Y: If purchase order is specified.

N: If purchase order is unassigned or blank.

PO_ID

Normally, UNASSIGNED appears by default. It can use an existing PO_ID, if PO_HDR_STG is also provided.

PO_LINE_NBR

Work field. Leave zero.

PO_PROCESS_ID

See translate values. If you add a value, look for places in the application engine code where processing is governed by this value.

PRICE_PO

Specified price is required. PRICE_REQ appears by default. This is stated in transaction currency.

PRICE_REQ

Requested price. Required when ZERO_PRICE_FLG is N. This is stated in transaction currency.

PRICE_REQ_BSE

Specified price in base currency is required. This field is also used for tolerance checking.

PRODUCTION_ID

(Optional) Normally, used only by shop floor subcontracts in PeopleSoft Supply Planning.

PUR_USR_LIN_SBR

User-definable field.

PUR_USR_SHP_SBR

User-definable field.

QTY_DEMAND

Quantity sourced from demand. This should always be 0.

QTY_REQ

Incoming quantity requested.

QTY_REQ_STD

(Required) Same as QTY_REQ, but in standard unit of measure.

RECV_REQ

Receiving required. Values are:

• Y: Receiving is Required

• N: Receiving is Optional

• X: Do Not Receive

RELEASE_NBR

Incoming contract release number. The default is 0.

REPLEN_OPT

(Optional) Incoming replenishment code.

REQ_ID

Incoming requisition ID if sourced directly from a requisition (not through an RFQ).

REQ_LINE_NBR

Incoming requisition ID if sourced directly from a requisition (not through an RFQ).

REQ_SCHED_NBR

Incoming requisition ID if sourced directly from a requisition (not through an RFQ).

REVISION

Revisions.

RFQ_ID

Incoming RFQ ID.

RFQ_LINE_NBR

Incoming RFQ line number.

ROUTING_ID

(Optional) Appears by default if not specified.

SCHED_NBR

Incoming schedule sequence.

SEQ_NUM

Used for contracts. The default is 0.

SHIP_TYPE_ID

(Optional) Appears by default if not specified.

SHIPTO_ID

Incoming ship to ID.

SHIPTO_SETID

Incoming ship to setID.

SOURCE_DATE

Date to be used for sourcing selection. The current date appears by default.

SRC_METHOD

Method to use to find vendor. Default is B for basic.

STAGE_STATUS

S (staged)

SUT_BASE_ID

(Required) Incoming sales and use tax base ID. It is usually the same as the ship to ID.

SYSTEM_SOURCE

See translate values.

ULTIMATE_USE_CD

(Optional) Incoming ultimate use code.

UNIT_MEASURE_STD

Standard unit of measure for item. UNIT_OF_MEASURE appears by default.

UNIT_OF_MEASURE

If non-standard, conversion rate must exist for the preferred vendor or the inventory item.

UNIT_PRC_TOL

Incoming tolerance. Ceiling for the unit price percent tolerance. 0 means no variance allowed. Must be expressed in base currency. Tolerance checking takes place after transaction price and base price have been calculated, and then the converted base price is compared against the original requisition price.

UNIT_PRC_TOL_L

Incoming tolerance. Floor for the unit price percent tolerance. 0 means no variance allowed. Must be expressed in base currency.

VENDOR_ID

Incoming vendor ID required if OVERRIDE_SUGG_VNDR is N; otherwise, it can be blank.

VENDOR_SETID

(Required) Incoming vendor setID.

VNDR_CATALOG_ID

(Optional) Incoming vendor catalog ID.

VNDR_LOC

Vendor order location. Required if VENDOR_ID is specified.

WM_WO_SBR

Contains BUSINESS_UNIT_WO, WO_ID, WO_TASK_ID, RSRC_TYPE, RES_LN_NBR

This subrecord contains PeopleSoft Maintenance Management work order business unit, work order ID, task number, resource type, and resource line number.

WORK_ORDER_ID

PeopleSoft Services Procurement work order ID.

ZERO_PRICE_IND

Must be Y if PRICE_PO on created purchase order must be 0. If this is Y, set CALC_PRICE_FLG to N.

PROCESS_INSTANCE

Can be 0 or actual value.

BUSINESS_UNIT

(Required) Purchasing business unit.

PO_STG_TYPE

(Required) Same as PO_ITM_STG.

PO_STG_ID

(Required) Same as PO_ITM_STG.

PO_DT

(Required) Desired purchase order date.

PO_REF

Desired purchase order reference.

PYMNT_TERMS_CD

(Required) Desired payment terms code.

BUYER_ID

Desired buyer ID.

ORIGIN

Desired origin.

ADDRESS_SEQ_NUM

(Required) Desired vendor order address sequence.

CNTCT_SEQ_NUM

(Optional) Desired contact sequence.

SALES_CNTCT_SEQ_N

(Optional) Desired sales contact sequence.

BILL_LOCATION

(Required) Desired bill to location.

TAX_EXEMPT

(Required) Desired tax status is Y or N.

TAX_EXEMPT_ID

Desired tax exempt ID, if applicable.

CURRENCY_CD

Desired currency code. Must be same as on PO_ITM_STG.

RT_TYPE

Desired currency rate type.

RATE_DATE

Used by the Contract Release process. All other processes should set it to purchase order date.

VENDOR_SETID

Specified vendor setID (must match vendor setID on PO_ITM_STG).

VENDOR_ID

Specified vendor setID (must match vendor setID on PO_ITM_STG).

VNDR_LOC

Specified vendor location (must match vendor location on PO_ITM_STG).

PO_ID

UNASSIGNED, blank, or actual purchase order ID.

PO_BUILT_FLG

Y if the purchase order is specified.

N if the purchase order is unassigned or blank.

PO_PROCESS_ID

See translate values. If you add a value, be sure to look for places in the application engine code where processing is governed by this value. Must match PO_PROCESS_ID on PO_ITM_STG.

DISP_ACTION

Desired dispatch action.

DISP_METHOD

Desired dispatch method.

PO_TYPE

Incoming purchase order type.

MATCH_ACTION

(Optional) Controls what type of match rules you can add to this match rule control.

MATCH_CNTRL_ID

(Optional) Controls the way matching operates for voucher, purchase order, receipt, and inspection information.

PAY_TRM_BSE_DT_OPT

(Optional) Defines which date the system uses as the terms basis date for scheduling payment and determining early payment discounts.

PUR_USR_HDR_SBR

User-definable field.

TERM_BASIS_DT

(Optional) Defines the basis date for scheduling payment and determining early payment discounts.

PROCESS_INSTANCE

Can be 0 or actual value.

BUSINESS_UNIT

Purchasing business unit.

PO_STG_TYPE

Same as on PO_ITM_STG.

PO_STG_ID

Same as on PO_ITM_STG.

LINE_NBR

Incoming line.

SCHED_NBR

Incoming schedule sequence.

DISTRIB_LINE_NUM

Incoming distribution line number.

STAGE_STATUS

S (staged)

DISTRIB_PCT

Percent of schedule quantity.

QTY_PO

Incoming distribution quantity.

QTY_REQ

Incoming requisition quantity.

CURRENCY_CD

Transaction currency. Must be the same as on PO_ITM_STG.

CURRENCY_CD_BASE

Incoming currency code for the PeopleSoft General Ledger business unit on this distribution. This can be different from the purchase order base currency.

RT_TYPE

Desired currency rate type.

RATE_MULT

Incoming rate multiplier for conversion to PeopleSoft General Ledger business unit base currency for this distribution. Default is 1, never 0.

RATE_DIV

Incoming rate divisor for conversion to PeopleSoft General Ledger business unit base currency for this distribution. The default is 1, never 0.

MERCHANDISE_AMT

Incoming merchandise amount.

LOCATION

Incoming location.

ACCOUNT

Incoming account.

ALTACCT

Incoming alternate account.

CF16_AN_SBR

Should already be configured to the ChartFields.

CHARTFIELD_STATUS

Incoming ChartField status.

BUSINESS_UNIT_GL

PeopleSoft General Ledger business unit.

BUSINESS_UNIT_REQ

Requisition business unit (if applicable).

BUSINESS_UNIT_PC

PeopleSoft Project Costing business unit (if applicable).

BUSINESS_UNIT_IN

PeopleSoft Inventory business unit (if applicable).

ACTIVITY_ID

Incoming activity ID.

ANALYSIS TYPE

Incoming analysis type.

RESOURCE_TYPE

Incoming resource type.

RESOURCE_CATEGORY

Incoming resource category.

RESOURCE_SUB_CATEGORY

Incoming resource subcategory.

REQ_ID

Requisition ID for cross-reference if cross-referencing from the purchase order is required.

REQ_LINE_NBR

Requisition line for cross-reference if cross-referencing from the purchase order is required.

REQ_SCHED_NBR

Requisition schedule number for cross-reference if cross-referencing from the purchase order is required.

REQ_DISTRIB_NBR

Requisition distribution number for cross-reference if cross-referencing from the purchase order is required.

PROFILE_ID

Incoming asset profile ID.

TAG_NUMBER

Incoming tag number.

BUSINESS_UNIT_AM

Incoming PeopleSoft Asset Management business unit.

STATISTICS_CODE

Incoming statistics code.

DISTRIB_TYPE

From requisition line.

FINANCIAL_ASSET_SW

(Optional)

CAP_NUM

(Optional)

CAP_SEQUENCE

(Optional)

EMPLID

(Optional)

COST_TYPE

Incoming cost type.

QTY_PO_STD

Purchase order quantity in standard unit of measure.

QTY_DEMAND

Quantity sourced from demand. This should be set to 0.

BUDGET_DT

Incoming budget date.

DEPTID

Department code.

ENTRY_EVENT

Entry event code.

PROJECT_ID

Project ID code.

PUR_USR_DST_SBR

User-definable field.

1

You must enter Run Control parameters before running this process.

The Application Engine can't find the run control data for this process.

Enter the run control data on the page that corresponds to the process that you are trying to run, save the page, and click the Run button.

2

Selection days are required when the Date Selection Option is Plus or Minus.

You have chosen the date selection option, indicating that you want to add or subtract days from the current date.

Specify the number of days in the Nbr Days field (number days field).

3

Date Selection operand is required when a Date Selection Option is selected.

You have not indicated whether the number of days in the range is plus or minus the purchase order source date, although you have requested the source date option.

The date selection option indicates that you want to select based on some version of current date. Specify whether the source document date should be equal to, greater than, or less than the selection date on the run control.

4

Vendor not found or specified vendor is inactive.

Either no vendor was found for this item, or the given or found vendor is inactive.

Change the vendor on the Sourcing Analysis page.

5

Unit of Measure not accepted by vendor.

Vendor does not accept all units of measure, and this UOM (unit of measure) has not been identified as the vendor's default UOM, or it is not defined as an acceptable vendor UOM.

Select the Accept any UOM flag on the Item Vendor page or change the UOM on the input record to match the UOM specified on the Item Vendor table. You could also change the vendor on the Sourcing Analysis page.

6

Ship To ID not accepted by Vendor.

The vendor does not ship to all ship to IDs, and the vendor does not allow this ship to ID.

Select the Accept any Ship To ID option on the Item Vendor page or change the ship to ID on the input record to match the ship to ID specified on the Item Vendor table. You could also change the vendor on this table.

7

Consolidation specified, yet the option prohibiting consolidation is also specified.

Row indicates that it is to be consolidated, yet one of the conditions exists, prohibiting consolidation: price-specified, UOM-specified, contract-specified, item is order by description, or header level information is provided.

Correct the setting of the appropriate options on the staging table.

8

Item is order by description, yet a price calculation is requested.

Pricing calculations cannot be requested for order by description items, because there is no pricing information recorded for these items.

Set the Calculate Price flag to N on the staging table.

9

PO ID calculation option is selected, yet PO ID is specified, and so forth.

The PO Built flag indicates that no purchase order exists, yet a purchase order ID is specified, or the PO Built flag indicates that a purchase order does exist, and either the specified purchase order does not exist, or there is no PO_HDR_STG table for it.

Remove the purchase order ID or the PO Built flag on the staging table.

10

No PO ID could be calculated.

This error is usually caused by a missing Business Unit Options table.

When setting up the PeopleSoft Purchasing business unit, you must specify an option ID. Business unit options must exist for this option ID.

See Defining PeopleSoft Purchasing Business Units and Processing Options.

11

Unit Price Tolerance exceeded.

The calculated purchase order price is outside the tolerance allowed for the requested price, plus or minus the unit price tolerance. Tolerance checking is done using base prices.

Either change the tolerances, requested price, or item price.

12

Percent unit price tolerance exceeded.

The calculated purchase order price is outside the tolerance allowed for the requested price, plus or minus the percentage unit price tolerance. Tolerance checking is done using base prices.

Change the unit price on the staged row, the tolerance, or the item price.

13

Price calculation requested, yet no price found.

Price calculation was requested, but no price was found, or the minimum quantity was not met. After searching the vendor item tables and item tables, the price was still zero.

Specify a standard price for the item on the Purchasing Attributes page.

14

Selection date is required when the Date Selection Option is Specify.

You have specified that you want to select input with a certain source date, yet you have not specified which source date to use.

Enter a source date on the selection criteria page.

15

Vendor Item relationship missing.

The Business Unit table indicates that a vendor item relationship must exist for the vendor and item ID.

You can establish the relationship using the Item Vendor page.

16

PO_HDR_STG_WRK table is missing.

The Create Purchase Order process could not build the PO_HDR_STG_WRK table. Typically, this is due to a missing Vendor Invoice table.

Normally the Vendor Invoice table is automatically built when you add a vendor, so the probable cause is an incorrectly converted vendor.

17

CART Replenishment and RFQ sourced items cannot be reset.

You have requested that input transactions be reset for processing, but open quantities and amounts can only be backed out for requisition-related stage rows.

Do not attempt this option.

21

PO Price is zero.

No price calculation was requested, and the purchase order price is zero.

Enter a price on the staged row or the item price.

22

PO schedules are out of balance.

Purchase order schedule quantity or amount does not equal the sum of the distribution quantities or amounts.

You can change this imbalance in the purchase order page of your choice.

23

Contract Maximum Exceeded.

Contract pricing was not used, because contract maximums would be exceeded.

This is an information-only message. No action is required.

24

Item indicates that a contract is required.

Item attributes indicate that a contract is required for this item, yet no contract could be found.

Either remove that requirement from the item, or establish an effective contract.

25

PO Calculations calculated different price than Contract Release. Contract Release price used.

The PO Calculations process calculated a different price than the one used to update the contract amounts during the contract release process.

The vendor pricing was probably adjusted after the contract was released, but before the PO Calculations process completed. The contract price was used on the purchase order, but purchase order value adjustments show the purchase order calculated price. This is an information-only message. No action is required.

26

RFQ is Required.

This cannot be sourced to a purchase order, because the item indicates that an RFQ is required, and no RFQ is specified.

Perform the RFQ first.

27

Vendor Invoice Table is Missing.

Vendor Invoice table does not exist for the vendor specified on the staged row.

This could only happen for vendors converted from another system. Be sure the conversion process creates this table.

28

Inventory Demand not created due to insufficient quantity. A purchase order will be created instead.

No IBU existed within the distribution network (other than the originating IBU) with sufficient available quantity to satisfy the requested quantity.

A purchase order will be created instead.

29

Item does not exist on Purchasing System.

The item ID isn't in the item tables.

Add the item into the item tables.

30

Vendor Minimum OR Maximum Quantity not met.

An item vendor option indicates whether quantity checking should be done at the line or schedule level. Based on this option, either the purchase order line or the purchase order schedule quantity is below the vendor minimum quantity or above the vendor maximum quantity. The vendor minimum and maximum quantities are specified at the item vendor unit of measure level.

Reset the requisition and increase the quantity to the vendor minimum, or lower the vendor minimum quantity.

31

Cannot convert currency from Item to Vendor.

Item price is being used, but a conversion rate does not exist from the item currency to the vendor currency.

Add a conversion rate.

32

Cannot convert currency from Vendor to Base.

A conversion rate does not exist from the vendor currency to the purchase order base currency.

Add a conversion rate.

34

GL Base Currency info not set up correctly.

Currency information is not set up for the PeopleSoft General Ledger business unit and default ledger group.

Set up currency information for the PeopleSoft General Ledger business unit and default ledger group.

35

Vendor does not support Stockless Inventory.

The purchase order indicates cart replenishment, but the vendor does not support stockless inventory.

Remove the cart replenishment option from the purchase order.

36

Sales/Use Tax Default Information is Missing.

There should be an entry in the Sales/Use Tax Defaults table for each ship to ID that does not exist. This information is required in order to proceed with building this purchase order item. This error also appears if there was a serious error in trying to obtain VAT information.

Add sales and use tax defaults for the ship to ID that you are using. Add these defaults to the Ship To Locations - Sales/Use Tax Defaults page.

See Defining Ship To Locations.

37

Error in setting up for VAT processing.

An error was found in trying to determine VAT entity information, bill to VAT country, or bill from VAT country.

Check the VAT setup information on the VAT Entity page.

38

Error in VAT Calculation Module.

VAT calculation module (FSPVCRAE) was unable to calculate taxes for this item.

Review the VAT setup, and if no problems are found, contact the account representative.

39

Error in VAT Bill to defaulting.

Error in VAT module FSPBFPVT, which provides the default value for the bill to country.

Review the VAT setup, and if no problems are found, contact the account representative.

40

Error in VAT exception, treatment, and transaction defaults.

Error in VAT exception, treatment, and transaction defaults. An error was returned from one of the VAT programs: FSPVEPVT, FSPVTPVT, or FSPTXVVT.

Review the VAT setup, and if no problems are found, contact the account representative.

41

Error in VAT suspension or applicability defaults.

Error in VAT suspension or applicability defaults. An error was returned from one of the VAT programs: FSPNSPVT or FSPVCPVT.

Review the VAT setup, and if no problems are found, contact the account representative.

42

Error in Business Unit Setup.

There is an error in the business unit setup. The most common problem is that the process options do not exist for the process option ID specified on the Business Unit page, and for the appropriate setID. Another possible problem is that the business unit specifies a currency that does not exist.

Correct the business unit setup.

43

No data selected for processing.

Nothing met the selection criteria; therefore, no data was found for processing.

Please review the selection criteria, and try again.

44

Category or Item specified but no SetID provided.

Category or item ID was specified as a selection criterion. When either of these fields are specified, the setID must also be specified.

Specify the setID.

45

Unit of Measure requires whole numbers yet transaction quantity has decimals.

The unit of measure for this transaction requires whole numbers. The transaction quantity has decimals and cannot be rounded to a whole number, because the difference exceeds the rounding tolerance.

Either adjust the quantity or the tolerance.

46

Error found in Schedule Split Sourced Vendor.

When split sourcing a schedule, if one of the split sourced transactions is rejected, they all must be rejected. This transaction has been rejected, because an error was found in another schedule split sourced transaction for the same schedule.

Correct the error on the other transaction that was split sourced.

47

Due to UOM Rounding, split sourced quantities do not add up to schedule quantity.

Split sourced transaction quantities must add up to the schedule quantity. This is a split-sourced transaction that has been UOM rounded. When you add up the UOM-rounded quantities for all transactions for this schedule, they do not add up to the schedule quantity.

Adjust at least one of the split-sourced quantities, so the summed quantities match the schedule quantity.

48

Contract SetID specified but contract was not entered.

The contract setID was specified, but the contract was not entered. This may cause a problem when processing continues.

Enter the contract ID.

49

Invalid VAT Registration ID.

VAT registration ID is blank.

Correct the VAT registration ID for this country and VAT entity.

50

Cannot round transaction and standard quantities.

Both the transaction and standard quantities require whole numbers. When the standard quantity is rounded to a whole number, then reconverted back to the transaction quantity, the transaction quantity has decimals. Yet the transaction quantity also requires whole numbers.

Adjust the unit of measure rounding rules; reset this requisition and change the quantities so they can be rounded to whole numbers; or change the unit of measure so unit of measure conversion is not required.

51

Category setID specified, but the category was not entered, and so forth.

If category is entered, category setID must also be entered. If category is blank, category setID must also be blank.

Enter both category setID and category ID, or neither.

52

Error in VAT Bill from defaulting.

Error in VAT module FSPVFPVT, which provides the default value for the bill from country.

Review the VAT setup, and if no problems are found, contact the account representative.

53

Error in VAT treatment defaulting.

VAT defaulting routine returned an error value when trying to get VAT treatment.

Review the VAT setup, and if no problems are found, contact the account representative.

54

Error in VAT defaulting routine for recovery/rebate.

VAT defaulting routine returned an error value when trying to get VAT recovery and rebate defaults.

Review the VAT setup, and if no problems are found, contact the account representative.

55

Error in obtaining VAT bill to or bill from information.

There is a problem in the VAT setup as VAT bill to or bill from information could not be obtained.

Review the VAT setup, and if no problems are found, contact the account representative.

56

Revision is invalid.

Item revision does not exist.

Cancel the transaction and correct the revision code on the source document.

57 (Warning)

Ship to country does not have VAT.

Ship to country does not have VAT; therefore, no registration entry was found for the VAT entity.

This message is only a warning. No action is required.

66

Only a process that isn't running can be Recycled.

You are trying to recycle a row on the stage table that is in process.

Wait until the process completes before trying to make this change.

67

Lower Unit Price Tolerance exceeded.

Calculated PO price is less than the requested price, minus the lower unit price tolerance.

Either change the tolerances, requested price, or item price.

68

Lower Percent Unit Price Tolerance exceeded.

Calculated PO price is less than the requested price, minus the lower percentage of unit price tolerance.

Either change the tolerances, requested price, or item price.

74

Enter a conversion rate for this item and unit of measure to the standard unit of measure.

Unit of measure conversion indicated, yet no conversion rate exists.

Enter a conversion rate for this item and unit of measure to the standard unit of measure.

75

Multiple vendors were considered for this transaction and more than 1 had an error. Please see Eligible Vendors page for each error message.

Errors were found for multiple vendors.

Please see Eligible Vendors page for each error message.

76

Buyer ID is a required field. This value is used as a default when creating the purchase order header.

Buyer ID is required.

Enter a buyer ID.

77

Contract is specified but is not effective during transaction due date. Modify due date, or modify contract effective dates.

Contract not effective.

Modify due date or modify contract effective dates.