PeopleSoft Purchasing 9.1 PeopleBook

Reviewing Requisition Information

This chapter discusses how to:

Use requisition inquiries.
Use the Requisition Workbench.
Review requisition accounting line entries.
Review requisition entry event journal entries.

Using Requisition Inquiries

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.

Pages Used to Use Requisition Inquiries

Page Name	Definition Name	Navigation	Usage
Requisitions Inquiry	REQ_INQ_SELECT	Purchasing, Requisitions, Review Requisition Information, Requisitions, Requisitions Inquiry	Enter criteria for selecting requisitions to view on the Requisitions inquiry page.
Vendor Search	VENDOR_LOOKUP_SEC	Click the Vendor Lookup link on the Requisition Inquiry page.	Search for vendors.
Vendor Detail	VENDOR_LOOKUP_DTL	Click the Vendor Details link on the Requisition Inquiry page.	View vendor details.
Requisitions (inquiry)	REQ_INQ_LOOKUP	Purchasing, Requisitions, Review Requisition Information, Requisitions After you enter the selection criteria, click the OK button on the Requisitions Inquiry page.	Review requisition information.
Line Details	REQ_INQ_LINE	Click a Requisition ID link on the Requisitions inquiry page.	View line information for selected requisitions.
Item Description	REQ_ITM_DESCR	Click the Item Description link on the Line Details page.	View descriptions for a specific item. Note. The Item Description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.
Line Comments	REQ_INQ_COMMENTS	Click the Line Comments button on the Line Details page.	View line comments for a transaction.
Schedule Details	REQ_INQ_SCHED	Click the Schedule Details button on the Line Details page.	View requisition schedule details about a requisition line.
Requisition Ship To Address	PO_SHIPTO_ADDR	Click the Ship To Location link on the Schedule Details page.	View address details for the location relevant to the page from which you accessed this page. If you've identified the address as a one-time address, you see that information on this page.
Distribution Information	REQ_INQ_DIST	Click the Distrib Details Display (distribution details display) button on the Schedule Details page.	View distribution details for the selected schedule line.
Direct Shipment	REQ_INQ_DROPSHIP	Click the Direct Ship link on the Requisitions inquiry page. Click the Direct Ship button on the Schedule Details page.	View details about the sales order from which this direct shipment requisition was created.
View Category Hierarchy	CAT_PARENTAGE_SEC	Click the View Hierarchy button on the Line Details page.	View information about where a category resides in the catalog tree hierarchy.
Header Comments	REQ_INQ_COMMENTS	Click the Comments button on the Requisitions inquiry page.	View header comments for a transaction.
Approval History	REQ_INQ_APPROVAL	Click the Approval History button on the Requisitions inquiry page.	Display the approval history for selected requisitions.
Change History - Batch	REQ_CHANGE_BATCH	Click the Change Order link on the Requisitions inquiry page. Purchasing, Review Requisition Information, Change History, Change History - Batch	View information about change orders associated with the requisition. See Reviewing Requisition Change History.
Requisition to RFQ List (requisition to request for quotation list)	REQ_INQ_RFQ	Click the On RFQ (on request for quotation) link on the Requisitions inquiry page.	View information for RFQs created from selected requisitions.
All Vendors	RFQ_VNDR_BY_RFQ	Click the Vendors by Quote link on the Requisition to RFQ List page.	View vendor information listed by RFQ.
Requisition to Purchase Order List	REQ_INQ_PO	Click the On PO (on purchase order) link on the Requisitions inquiry page.	View information for purchase orders created from selected requisitions.
Purchase Order Inquiry - Purchase Order	PO_LINE_INQ	Click the Purchase Order link on the Requisition to Purchase Order List page.	View detailed purchase order information.
Requisition Receipts List	REQ_INQ_RECV	Click the Received link on the Requisitions inquiry page.	View receipt information associated with selected requisitions.
Requisition to MSR List (requisition to material stock request list)	REQ_INQ_MSR	Click the On MSR (on material stock request) link on the Requisitions inquiry page.	View information for MSRs created from selected requisitions.
Stock Requests Inquiry	ORDER_INQ_INV	Click the Stock Request Inquiry link on the Requisition to MSR List page.	View detailed information about the stock request for a selected requisition.
Requisition to Voucher List	REQ_INQ_VCHR	Click the On Voucher link on the Requisitions inquiry page.	View information for vouchers associated with selected requisitions.
Voucher Inquiry	AP_VOUCHER_INQUIRY	Click the Voucher Inquiry link on the Requisition to Voucher List page.	View voucher information.
Voucher Payments	VCHR_PAYMENT_PNL	Click the Payment Information link on the Requisition to Voucher List page.	View voucher payment information.
Procurement Card Information	CC_USE_HDR_DTL_1	Click the Use ProCard link on the Requisitions inquiry page.	View procurement card details.
Req DOC Status (request document status)	PRCR_DOCSTAT_INQ	Click the Document Status button on the Requisitions inquiry page. Purchasing, Review Requisition Information, Document Status, Req Doc Status	Review information about procurement documents associated with a requisition.

Entering Requisition Inquiry Selection Criteria

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.

Viewing Requisition Information

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.

Viewing Requisition-to-Receipt Information

Viewing Requisition-to-MSR Information

Viewing Requisition Line Details

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. See Viewing Budget Details and Transaction Activity.
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 ID and 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 See Entering Requisition Line Details.

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

Using Device Tracking

Viewing Requisition Schedule Details

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.

Viewing Requisition Distribution Details

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 ChartFields

Viewing Requisition-to-Purchase Order Information

Access the Requisition to Purchase Order List page (click the On PO link on the Requisitions inquiry page).

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.

Viewing Requisition-to-Receipt Information

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.

Viewing Requisition-to-MSR Information

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.

Using the Requisition Workbench

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

Pages Used to Use the Requisition Workbench

Page Name	Definition Name	Navigation	Usage
Requisition Workbench selection criteria	REQ_WB_SELECT	Purchasing, Requisitions, Review Requisition Information, Workbench	Enter selection criteria for requisition information to appear on the Workbench - Requisitions page.
Workbench	REQ_WB_LOOKUP	Purchasing, Requisitions, Review Requisition Information, Workbench, Requisitions After you enter the selection criteria, click the OK button on the Requisitions Workbench page.	View and work with requisition information that has been retrieved according to your selection criteria. You can view the status of requisitions and service orders, and navigate to their details.
Line Details	REQ_INQ_LINE	Click the Requisition link on the Workbench - Requisitions page.	View line information for selected requisitions.
Item Description	REQ_ITM_DESCR	Click the Item Description link on the Line Details page. The item description link comprises the first 30 characters of the item description in the Transaction Item Description text box on the Item Description page.	View descriptions for a specific item.
Schedule Details	REQ_INQ_SCHED	Click the Schedule Details button on the Line Details page.	View shipment schedule information about a requisition line.
Distribution Information	REQ_INQ_DIST	Click the Distribution button on the Schedule Details page.	View distribution details for the selected schedule line.
Direct Ship	REQ_INQ_DROPSHIP	Click the Direct Shipment button on the Shipment Details page. Click the Direct Ship link on the Workbench - Requisitions page.	View details about the sales order from which this direct shipment requisition was created.
Approval History	REQ_INQ_APPROVAL	Click the Approval History button on the Workbench - Requisitions page.	Display the approval history for selected requisitions.
Header Comments	REQ_INQ_COMMENTS	Click the Comments button on the Workbench - Requisitions page.	View header comments for a transaction.
Line Comments	REQ_INQ_COMMENTS	Click theLine Comments button on the Line Details page.	View line comments for a transaction.
Requisition to RFQ List (requisition to request for quotation list)	REQ_INQ_RFQ	Click the On RFQ link on the Workbench - Requisitions page.	View information for RFQs created from selected requisitions.
All Vendors inquiry	RFQ_VNDR_BY_RFQ	Click the Vendors by Quote link on the Requisition to RFQ List page.	View vendor information listed by RFQ.
Requisition to Purchase Order List	REQ_INQ_PO	Click the On PO link on the Workbench - Requisitions page.	View information for purchase orders created from selected requisitions.
Maintain Purchase Order - Purchase Order Inquiry	PO_LINE_INQ	Click the PO Inquiry link on the Requisition to Purchase Order List page.	View detailed purchase order information.
Requisition Receipts List	REQ_INQ_RECV	Click the On Received link on the Workbench - Requisitions page.	View receipt information associated with selected requisitions.
Requisition to MSR List (requisition to material stock request list)	REQ_INQ_MSR	Click the MSR Not Shipped link on the Workbench - Requisitions page.	View information for MSRs created from selected requisitions.
Stock Requests Inquiry	ORDER_INQ_INV	Click the Stock Request Inquiry link on the Requisition to MSR List page or Requisition to Interunit MSR List page.	View detailed information about the stock request for a selected requisition.
Requisition to Interunit MSR List (requisition to interunit material stock request list)	REQ_INQ_IURECV	Click the Inter Unit Receipt link on the Workbench - Requisitions page.	View MSR information for a requisition with an associated interunit receipt. A requisition line must be associated with an interunit receipt for this page to be accessible.
Serial/Lot Detail	REQ_INQ_IUSER	Click the Item ID link on the Requisition to Interunit MSR List page.	View lot and serial number information for lot- and serial-controlled items. The item on the requisition line must be serial- or lot-controlled for this page to be accessible.
Requisition to Voucher List	REQ_INQ_VCHR	Click the On Voucher link on the Workbench - Requisitions page.	View information for vouchers associated with selected requisitions.
Voucher Inquiry	AP_VOUCHER_INQUIRY	Click the Voucher Inquiry link on the Requisition to Voucher List page.	View voucher information.
Voucher Payments	VCHR_PAYMENT_PNL	Click the Payment Information link on the Requisition to Voucher List page.	View voucher payment information.

Entering Requisition Workbench Selection Criteria

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.

Using Requisition Loader Defaults and Overrides

PeopleSoft CRM 9.1 Call Center Applications PeopleBook: "Defining Call Center Business Units and Display Template Options"

PeopleSoft Integrated FieldService 9.1 PeopleBook: "Defining Business Units in PeopleSoft Integrated FieldService"

Viewing Requisition Workbench Information

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

Reviewing Requisition Accounting Line Entries

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

Using Entry Events

Pages Used to Review Requisition Accounting Line Entries

Page Name	Definition Name	Navigation	Usage
Selection Criteria (for requisition accounting line entries)	REQ_ACTG_LN_SELECT	Purchasing, Requisitions, Review Requisition Information, Accounting Entries	Select the criteria that you want to view on the Requisition Accounting Entries page. Filter criteria by requisition range, business unit, fiscal year range, requisition status, and ChartField combinations.
Requisition Accounting Entries	REQ_ACTG_LN_LOOKUP	Purchasing, Requisitions, Review Requisition Information, Accounting Entries, Requisition Accounting Entries	Review accounting line entries.

Entering Requisition Accounting Line Entry Selection Criteria

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.

Reviewing Requisition Accounting Line Entries

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. See Viewing Budget Details and Transaction Activity.
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

Defining Accounting Calendars

Understanding PeopleSoft ChartFields

Viewing the Activity Log

Setting Up Commitment Control Source Transaction Types

Reviewing Requisition Entry Event Journal Entries

This section lists the page used to view requisition entry event journal entries.

Page Used to View Requisition Entry Event Journal Entries

Page Name	Definition Name	Navigation	Usage
PO Requisition Drillback	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

Using Entry Events