This chapter discusses how to:
Use requisition inquiries.
Use the Requisition Workbench.
Review requisition accounting line entries.
Review requisition entry event journal entries.
This section discusses how to:
Enter requisition inquiry selection criteria.
View requisition information.
View requisition line details.
View requisition schedule details.
View requisition distribution details.
View requisition-to-purchase order information.
View requisition-to-receipt information.
View requisition-to-material stock request (MSR) information.
Access the Requisition Inquiry page (Purchasing, Requisitions, Review Requisition Information, Requisitions, Requisitions Inquiry).
Requisition Name |
Select a description of a requisition to retrieve. If you are using PeopleSoft eProcurement this value is carried from the eProcurement requisition to the Purchasing requisition. Requisition names assist you in identifying purchase orders associated with eProcurement requisitions. |
Vendor Set ID |
Select a vendor setID. This field is unavailable for entry if you have selected a business unit. |
Item SetID |
Select an item setID. This field is unavailable for entry if you have selected a business unit. |
Direct Ship |
Select this check box to view requisitions designated for direct shipment. |
OK |
Click to retrieve the requisitions that match the selection criteria entered and to display them on the Requisitions inquiry page. |
Access the Requisitions Inquiry page (Purchasing, Requisitions, Review Requisition Information, Requisitions).
When the system processes the search criteria that you enter, all requisitions that meet that criteria appear in the Req Query grid box. The Details tab provides basic information about the requisition. Click the Requisition link to access the Line Details page where you can view line details for the requisition.
Status
Select the Status tab.
Change Order |
Select the linked Y value to access the Change History - Batch page. Using this page you can view the change order history for the requisition. |
On RFQ (on request for quotation) |
Select the linked Y or P values to access the Requisition to RFQ List page. Y (yes): All lines appear on RFQs. P (partial): Some lines appear on RFQs. |
On PO (on purchase order) |
Select the linked Y or P values to access the Requisition to Purchase Order List page. Y (yes): All lines appear on purchase orders. P (partial): Some lines appear on purchase orders. |
Direct Ship |
Select the linked Y value to access the Line Details page, where you can then click on the Schedule Details button to access the Schedule Details page. From that page, you can click the Direct Shipment button to view requisition schedule direct shipment information. Y (yes): The requisition is designated for direct shipment. |
Received |
Select the linked Y or P values to access the Requisition Receipts List page. Y (yes): All lines appear on receipts. P (partial): Some lines appear on receipts. |
On MSR (on material stock request) |
Select the linked Y or P values to access the Requisition to MSR List page. Y (yes): All lines appear on MSRs. P (partial): Some lines appear on MSRs. |
On Voucher |
Select the linked Y or P values to access the Requisition to Voucher List page. Y (yes): All lines appear on vouchers. P (partial): Some lines appear on vouchers. |
Use ProCard |
Select the linked Y value to access the Procurement Card Information inquiry page. Y (yes): The requisition is using a procurement card. |
Document Status |
Click to access the Document Status page. |
Approval History |
Click to access the Approval History page. The page displays who approved the requisition and who approved it. |
Comments |
Click the Comments button to view and add comments to the requisition. |
See Also
Viewing Requisition-to-Purchase Order Information
Viewing Requisition-to-Receipt Information
Viewing Requisition-to-MSR Information
Access the Line Details page (click the Requisition link on the Requisitions page).
This page displays the requisition's lines. The header provides information that applies to all lines.
Requester |
Displays the name of the user who created the requisition. |
Requisition Date |
Displays the date on which the requisition was created. |
Merchandise Amount |
Displays the total cost for all of the lines on this requisition. The amount appears in the currency code for the business unit. |
Req Status (requisition status) |
Displays the requisition status. Values include: Approved Canceled Completed Line Approved Open Pending Approval |
Pre-Encumbrance Balance |
Displays the amount that you have committed in pre-encumbrances. The system extracts these values from commitment control tables by passing the business unit, document ID, and other key information that depends on the display. The system also updates the pre-encumbrance balance in the distribution grid for each distribution line, and enables the Pre-Encumbrance Balance link when the budget status is valid and balance is not zero. If the balance is zero and budget status is not check, the system does not enable the link. Click the Pre-Encumbrance Balance link to access the Requisition Accounting Entries page. You use this page to view accounting information including the commitment control ledger group and transactions that have been performed against the requisition. |
Item ID |
Displays the item associated with this requisition line. |
Description |
Displays the description for this requisition line item. Click the link to view the item's description. |
Vendor IDand Name |
Displays the vendor and vendor name for this requisition line. |
Req Qty (requisition quantity) |
Displays the item quantity for this requisition line. |
UOM (unit of measure) |
Displays the item's unit of measure. |
Amount (requisition quantity) |
Displays the monetary amount for this requisition line. |
Amount Only (requisition quantity) |
Indicates whether the line is an amount-only line. If the check box is selected, the system uses processing values defined for amount-only lines. For more information about how the system processes the line, see |
More
Select the More tab.
Buyer (universal product number ID) |
Displays the person who is responsible for requisition. |
Vendor Item ID (universal product number ID) |
Displays the item ID that the vendor uses for this requisition line item. The value is a default value from the Purchasing Attributes - Item Vendor page. |
UPN ID (universal product number ID) |
Displays the universal product number ID. |
Vendor's Catalog (universal product number ID) |
Displays the vendor catalog to which this item was retrieved. The value is a default value from the Purchasing Attributes - Item Vendor page. |
Category and Short Description |
Displays the category to which this item is assigned. Categories are groupings of items. |
Mfg ID (manufacturing ID) |
Displays the manufacturer ID for the requisition line item. |
|
Click the View Hierarchy button to access the View Category Hierarchy page. Use this page to view information about where a category resides in the catalog tree hierarchy. |
GPO ID (group purchasing organization ID) |
Displays the group purchasing organization ID. |
GPO Contract Number (group purchasing organization contract number) |
Displays the group purchasing organization contract number. |
Device Tracking |
Indicates if the item is flagged for device tracking. |
Contract
Use the Contract tab to review information about the contract associated to the requisition line.
Contract ID |
Displays the contract on which the pricing of this requisition line is based. Click the link to access contract details. |
Contract Version |
Displays the version of the contract. Contract versions enable you to create and maintain multiple versions of the contract in the system. Versions are available when version control has been enabled for the business unit. The version that appears in this field is the version that was current when the requisition used the contract. |
Contract Line Nbr (contract line number) |
Displays the contract line used for this requisition line. |
Category Line Number |
Displays the category line number for this requisition line. |
Contract Reference Type |
Displays the type of information in a contract that was used for this requisition line. Available reference types include open item contracts and category, and line item contracts. The contract line field that appears depends on the reference type specified. For Line Item types, the system uses the contract line number value and for Category types, the system uses the category line number. |
See Also
Using Group Purchasing Organizations
Using Universal Item Identifiers
Access the Schedule Details page (click the Schedule Details button on the Line Details page).
Ship To |
Click this link to access the Requisition Ship To Address page, where you can view the ship to address, including a one-time address for this requisition. |
Revision |
Displays the manufacturer product revision number of the item being ordered. If the ship to is an inventory business unit, and the item is under revision control in that business unit, the revision defaults to that effective on the due date. |
Access the Distribution Information page (click the Distrib Details Display button on the Schedule Details page).
Details
Location |
Displays the internal distribution destination of the item. The internal destination can differ from the ship to location on the schedule. For example, the ship to location of the schedule can be corporate headquarters, and the distribution location can be a specific supply room. |
See Also
Understanding PeopleSoft Enterprise ChartFields
Access the Requisition to Purchase Order List page (click the On PO link on the Requisitions inquiry page).
More
Select the More tab.
Open Qty (open quantity) |
Displays the quantity remaining to be sourced to a purchase order. |
Open Amt (open amount) |
Displays the amount remaining to be sourced to a purchase order. |
Change Order |
Displays a change order number, if applicable. |
Access the Requisition Receipts List page (click the Received link on the Requisitions inquiry page).
Recv Qty (received quantity) |
Displays the quantity delivered for the requisition line. |
Business Unit |
Displays the receiving business unit. |
Description |
Displays the receipt unit of measurement. |
Access the Requisition to MSR List page (click the On MSR link on the Requisitions inquiry page).
Details
Business Unit |
Displays the PeopleSoft Inventory business unit. |
Demand Source |
Displays the source of the stock request: IN:(PeopleSoft Inventory material request). OM: (PeopleSoft Order Management sales order). PL: (PeopleSoft Planning requisition). PO: (PeopleSoft Purchasing sourced demand). PR: (PeopleSoft Purchasing requisition). RT: (material return). SF: (PeopleSoft Production request). |
Order No (order number) |
Displays the stock request order number, often associated with the requisition ID number. |
Order Line |
Displays the order line on the stock request order that is associated with the selected requisition line number. Essentially, the stock request order line number and the requisition line number both reference the item that is being requisitioned and requested from inventory. |
Sched Line No (schedule line number) |
Displays the schedule line number for the stock request order. |
This section discusses how to:
Enter Requisition Workbench selection criteria.
View Requisition Workbench information.
Note. The Requisition Workbench component provides the same information as the Requisition inquiry component, plus more details about MSRs, interunit receipts, and external shipments.
See Also
Viewing Requisition Line Details
Access the Requisition Workbench page (Purchasing, Requisitions, Review Requisition Information, Workbench).
Enter selection criteria to view the status of a specific requisition and check where it is in the process flow from sourced to received. You can search for requisitions based on a number of system values including requisition ID and name, requester name, and requisition date. The system uses the values that you define in the top portion of the page along with sourcing activity values that you enter in the lower portion of the page.
Also enter criteria to view all requisitions for a specific requester that have been sourced to a purchase order, received, or sourced to an MSR.
System Source |
Displays the source of the Purchasing Requisition Loader process (PO_REQLOAD) that processed the purchase requests to retrieve. Note. You can only select system sources that are used by the batch process that loads batch requisitions. |
Loader BU (Purchasing Requisition Loader process business unit) |
Displays the business unit of the Purchasing Requisition Loader process that loaded the purchase request to retrieve. |
Note. When using the Requisition Workbench page to search for requisitions originating from PeopleSoft Field Service, the Loader BU value should be the same as your PeopleSoft CRM Field Service and PeopleSoft CRM Support business unit.
Business Unit |
Displays the business unit of the requisitions to retrieve. If you have entered a value in the Loader BU and System Source fields, the business unit value designated for the Loader BU/System Source combination on the Requisition Loader Defaults - Req Loader Defaults page appears. |
Sourcing Activity
Use the Sourcing Activity group box to further define the selection criteria.
Reqs Never Sourced (requisitions never sourced) |
Select to retrieve information about requisitions that have no sourcing activity. If you do not select this option, the search excludes requisitions with no sourcing activity. |
Apply Activity Dates |
Click this button to apply the From Activity Date and To Activity Date values to the PO Activity Dates and MSR Activity Dates fields. |
From Activity Date and To Activity Date |
Displays the range of activity dates for which you want to retrieve requisition information. Click the Apply Activity Dates button to apply the date range that you enter. |
Sourced to Purchase Order
Use the Sourced to Purchase Order group box to further refine the types of requisitions to be retrieved. Only requisition IDs that exist on purchase order distributions are available when using these criteria.
In the first drop-down list box, select from the following purchase order process flow attributes. Requisitions that have been sourced to purchase orders with the selected attributes are retrieved in your search:
All: All qualifying requisition lines are retrieved.
All Except Direct Shipments: All qualifying requisition lines that are not direct shipments are retrieved.
POs Direct Shipments Only (purchase orders direct shipments only): All qualifying requisition lines that are direct shipments are retrieved.
POs Not Rcvd Plus Direct Ship (purchase orders not received plus direct shipments): All qualifying requisition lines that do not exist on active receipt distributions and are not direct shipments are retrieved.
POs Not Received (purchase orders not received): All qualifying requisition lines that do not exist on active receipt distributions are retrieved. Selecting this value enables the retrieval of direct shipment lines as well.
POs Received (purchase orders received): All qualifying requisition lines that exist on an active receipt distribution are retrieved.
From Receipt Date and To Receipt Date |
Select All, All Except Direct Shipments, and POs Received,as well as the Sourced to Purchase Order options in order for the system to use the receipt date range (from RECV_HDR). |
PO Activity Dates
Use the PO Activity Dates (purchase order activity dates) group box to further limit the range of requisition lines retrieved based on the purchase order line ship due date on associated purchase orders.
From Due Date and To Due Date |
Displays the range of purchase order line ship due dates for which you want to retrieve requisition information. This date range is used by the system for any sourced to purchase order options that are selected. |
Sourced to Material Stock Request
Use the Sourced to Material Stock Request group box to refine the types of requisitions to be retrieved. Requisitions that have been sourced to MSRs with the selected attributes are retrieved in your search.
You can use the options available in the two drop-down fields either individually or in tandem to create combinations of selection criteria. The first drop-down list box containing the All, Not Shipped,and Shipped options enables you to select MSRs in those statuses. Selecting an option in the second drop-down list box further refines your selection by limiting the MSRs retrieved to the type selected.
Note. Selecting Not Shipped and the MSR type InterUnits Received does not return any results.
MSR Activity Dates
Use this group box to further limit the range of requisition lines retrieved based on MSR ship and schedule dates.
From Schedule/Ship and To Schedule/Ship |
Displays the range of MSR ship and schedule dates for which you want to retrieve requisition information. For MSRs that are not shipped, the system checks against the MSR SCHED_DATE. For shipped MSRs, the system checks against the MSR SHIP_DATE. |
MSR Type
Use this group box to limit the MSRs retrieved to the type selected. Using the MSR Type field, in combination with the other search criteria available in the Sourced to Material Stock Request group box, enables you to further refine your search.
Note. Selecting Not Shipped and the MSR type InterUnits Received does not return any results.
Select MSR attributes:
All: Retrieves all qualifying requisition lines for which requisition IDs exist on MSRs.
All InterUnits: Retrieves all qualifying interunit transfer requisition lines.
External Shipments: Retrieves all qualifying requisition lines for which external shipments exist.
InterUnits Not Received: Retrieves all qualifying interunit transfer requisition lines that have not been received.
InterUnits Received: Retrieves all interunit transfer requisition lines that have been received.
Click OK to access the Workbench - Requisitions page, where you can view and work with requisition information that has been retrieved according to your Requisition Workbench selection criteria.
See Also
Running the Purchasing Requisition Loader Process
Using Requisition Loader Defaults and Overrides
PeopleSoft Enterprise CRM 9.1 Call Center Applications PeopleBook: "Defining Call Center Business Units and Display Template Options"
PeopleSoft Enterprise Integrated FieldService 9.1 PeopleBook: "Defining Business Units in PeopleSoft Integrated FieldService"
Access the Workbench page.
Status
MSR Not Shipped |
Designates if the requisition is tied to an MSR that has not been shipped. Values are: Y (yes): The MSR has not been shipped. P (partial): A partial quantity on the MSR has not been shipped. Select the linked Y and P statuses to access the Requisition to MSR List page. |
MSR Shipped |
Designates if the requisition is tied to an MSR that has been shipped. Values are: Y (yes): The MSR has been shipped. P (partial): A partial quantity on the MSR has been shipped. Select the linked Y and P statuses to access the Requisition to MSR List page. |
External MSR |
Designates if the selected requisition has been sourced to an MSR to be shipped to a customer location. Values are: Y (yes): The entire requisition has been sourced or shipped to the external MSR. P (partial): A partial quantity on the requisition has been sourced or shipped to the external MSR. Select the linked Y and P statuses to access the Requisition to MSR List page. |
Inter Unit Receipt |
Designates if the requisition involves an interunit receipt. Values are: Y (yes): All lines appear on interunit receipts. P (partial): Some lines appear on interunit receipts. Select the linked Y and P statuses to access the Requisition to Interunit MSR List page. |
See Also
Viewing Requisition Information
Viewing Requisition-to-MSR Information
This section discusses how to:
Enter requisition accounting line entry selection criteria.
Review requisition accounting line entries.
Note. You can review both standard entries and supplemental (entry event) entries when commitment control is enabled on the Installation Options - Products page.
See Also
Access the Selection Criteria (for requisition accounting line entries) page (Purchasing, Requisitions, Review Requisition Information, Accounting Entries).
This inquiry displays standard or supplemental (entry event) entries. You can also choose to view both types.
Accounting Line View Option |
Select from these types of views: Standard: Select to view standard accounting entries. Supplemental (Entry Event): Select to view entry event accounting entries. View Both: Select to view both standard and supplemental accounting entries. Note. If entry events are disabled, the values in this box are not available. However, you are still able to inquire on standard accounting entries. |
Ledger Group |
Select the ledger group for which you want to view accounting lines. The available options are defined at the business unit level. If a commitment detail ledger has been selected for that commitment control ledger group on the Ledgers For A Unit - Commitment Control Options page, the selected commitment control ledger group appears as the default ledger group here. |
Access the Requisition Accounting Entries page (Purchasing, Requisitions, Review Requisition Information, Accounting Entries, Requisition Accounting Entries).
To properly generate entry event accounting entries, run the Entry Event Generator each time that you run the budget check process. When the Entry Event Generator is run more than once, it does not replace the existing entries. Instead, it creates a new set of entries for that transaction by increasing the Unpost Sequence Number instead. The entire entry event history for a transaction appears on the Requisition Accounting Entries page. The values in the Unpost Seq (unpost sequence) field display every entry event post process.
Standard accounting entries are created by the budget check process. When the budget check process is run again, it deletes the existing entries for that transaction and re-creates a new set of entries for that transaction so that the value in the Unpost Seq field is always 0 (zero) for standard entries.
Accounting Entries
Requisition ID |
Click this link to access the Requisition Inquiry page, where you can view the vendor ID and other requisition details. |
Trans Type (transaction type) |
Displays the journal template or source transaction. If it is a standard accounting entry, a source transaction appears. If it is an entry event accounting entry, a journal template appears. |
Unpost Seq (unpost sequence) |
Indicates the number of times that the Entry Event Generator has been run. For standard entries, the value is always 0. For supplemental entries, the value is 0 the first time that the Entry Event Generator is run, 1 the second time, and so on. |
Monetary Amount |
Click to access the Commitment Control Activity Log page, where you can view basic activity information. |
Pre-Encumbrance Balance |
Displays the pre-encumbrance balance. When you use commitment control, the system deducts each type of financial obligation from the budget and tracks it according to obligation type. When you generate a requisition, a pre-encumbrance is created in your budget records by the budget-checking process. When a requisition is sourced to a purchase order, commitment control liquidates the pre-encumbrance from the requisition and establishes an encumbrance for the purchase order. Pre-encumbrance balances display on the currency code for the balances in the transaction currency of the requisition and is based on the transaction date rate. You can have a pre-encumbrance currency value in a different currency than the vendor's currency. Balances can be partially or fully sourced to purchase orders and can be for multiple requisition lines, schedules, and distributions. You can view accounting details for the requisition, such as the purchase orders and vouchers that have been created from the requisition. Click the Pre-Encumbrance Balance field link to access the Requisition Accounting Entries page. You use this page to view accounting information including the commitment control ledger group and transactions that have been performed against the requisition. |
Closed Value |
Indicates whether the transaction has been closed. Values are: Y: Closed. N: Open. When a transaction is closed, the Budget Processor liquidates all of its remaining unliquidated commitment control ledger amounts. |
Journal ID |
For standard entries, displays the journal ID. For supplemental entries, displays the commitment control ID. |
Reference Reversal ID |
Displays the purchase order ID associated with the reversal accounting entry lines. |
See Also
Approving Purchase Order ChartFields
Approving Purchase Order Amounts
Understanding PeopleSoft Enterprise ChartFields
Setting Up Commitment Control Source Transaction Types
This section lists the page used to view requisition entry event journal entries.
Page Name |
Definition Name |
Navigation |
Usage |
EE_REQ_DRILL |
Purchasing, Requisitions, Review Requisition Information, EE Journal Entries, PO Requisition Drillback |
Drilldown to the general ledger and view entry event journals for your requisitions. |
See Also