Scheduling Purchase/On-Hand Resources for a Work Order Task

This section describes how to:

Assign and schedule purchased/on-hand resources for work order tasks.
Define the Purchase/On-Hand Schedules Procurement tab.
Define the Purchase/On-Hand Schedules Details tab.
Define the Purchase/On-Hand Schedules Availability tab.
Define the Purchase/On-Hand Schedules Supplier tab.
Define the Purchase/On-Hand Schedules Default Settings tab.
Define the Purchase/On-Hand Schedules Cost tab.
Define the Purchase/On-Hand Schedules Distributions tab.

Pages Used to Schedule Purchase On-Hand Resources for a Work Order Task

Page Name	Definition Name	Navigation	Usage
Schedules	WM_WO_TASK_SCHED	Maintenance Management, Work Order Management, Work Order, click the Schedules tab	Enter resource schedules for work order tasks.
Copy from Equipment Parts Lists	WM_EPL_SELECT_SEC	Click the Copy from EPL button above the Purchase/On-Hand Scheduling grid.	Copy non-inventory items and description only materials associated with a task's asset from an EPL template to a selected work order task row.
Add to Equipment Parts List	WM_AM_EPL_UPDATE	Click the Add to EPL button above the Purchase/On-Hand Scheduling grid.	Add non-inventory and open description items to one or more existing EPL templates.
Purchase Orders	WM_WO_PO_INQ	Select the Procurement Inquiry button on the Schedules page. select Maintenance Management, then select Inquiries, then select Purchasing and Pegging	Review any purchase orders or requisitions associated with work orders and work order tasks.
Requisitions	WM_WO_PO_INQ	Select the Procurement Inquiry button on the Schedules page and select the Requisitions tab. select Maintenance Management, then select Inquiries, then select Purchasing and Pegging	Review any purchase orders or requisitions associated with work orders and work order tasks.
Maintain Purchase Order	PO_LINE	Click the Add Purchase Order button on the Schedules page. select Purchasing, then select Purchase Orders, then select Add/Update POs	Add a purchase order based on a work order task to purchase labor, materials, or tools identified in the Purchase/On Hand Schedules grid.
Maintain Requisitions	REQ_FORM	Click the Add Requisition button on the Schedules page. select Purchasing, then select Requisitions, then select Add/Update Requisitions	Add requisition based on a work order task to purchase labor, materials, or tools identified in the Purchase/On Hand Schedules grid.
Item Availability	WM_WO_ITMAVAIL_SEC	Click the Item Availability link in the Schedules page - Purchase/On-hand Schedules Availability tab.	Review availability of an item or reason item is not available.

Schedules Page - Purchase/On-Hand Schedules

Use the Schedules page (WM_WO_TASK_SCHED) to enter resource schedules for work order tasks.

Navigation

Maintenance Management, Work Order Management, Work Order, click the Schedules tab

Image: Schedules page - Purchase/On-Hand Schedules grid

This example illustrates the fields and controls on the Schedules page - Purchase/On-Hand Schedules grid. You can find definitions for the fields and controls later on this page.

Item Availability

Select one or more rows and click this button to determine if the selected items are available as of the due date. The row must be pegged before you can determine if an item is available.

See Procurement of Material, Labor, and Tool Resources Using the Purchase/On-Hand Schedules Grid.

Add Purchase Order or Add Requisition

Click this button to access the PeopleSoft Purchasing Add/Update Purchase Order component, the PeopleSoft Purchasing Add/Update Requisition component, or the PeopleSoft eProcurement Create Requisitions component to create a purchase order or requisition. The button that displays in the work order depends on your selection of either Purchase Order,Purchasing Requisition, or ePro Requisition on the work order business unit's Integrations page.

Load Purchase Order(s) or Load Requisition(s)

Select the resource lines for which you intend to create purchase orders (or requisitions) and then click the Load Purchase Order(s) button for a work order task. The selected rows are then staged into the purchasing related stage records (PO_ITM_STG and PO_DIST_STG). Once the rows are staged, you must access PeopleSoft Purchasing to run either the PO Auto Sourcing process or the PO Calculations and PO Creation processes to create the purchase order. This stages the purchase orders. When you click the Load Requisition(s) button, this flags the selected work order rows and you then must access PeopleSoft Purchasing to run the Load Requisitions process.

Note: Normally, organizations schedule PO Auto Sourcing, PO Calculations, PO Creation, and Load Requisitions to run automatically at regular intervals. Requisitions that are created in PeopleSoft eProcurement use the same staging tables as requisitions created in PeopleSoft Purchasing.

See Understanding the Requisition Business Process.

Copy from EPL (copy from Equipment Parts List)

Click this button to access the Copy from Equipment Part List page. This button only appears on the page if the asset selected for this work order task is associated with one or more EPL templates that contain non-inventory or open description items.

Note: Inventory items are not included in the item list that displays based on the selected template.

See Inventory Resource Scheduling.

Add to EPL

Click this button to access the Add to Equipment Parts List page. You select a Purchase/On-Hand row with a non-inventory or open description item that you want to add to one or more existing EPL templates before you click this button. If this is an open description item, you must enter the description, planned quantity and UOM for the item.

Procurement Inquiry

Click this button to access the Work Order Procurement Inquiry component in Maintenance Management. This inquiry displays all the purchase orders and requisitions that are associated with this work order task.

Purchase/On-Hand Schedules - Procurement tab

Select the Purchase/On-Hand Schedules - Procurement tab.

Image: Purchase/On-Hand Schedules Procurement tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Procurement tab on Schedules page. You can find definitions for the fields and controls later on this page.

Item ID

Select either a noninventory item or enter an open description which may be used to purchase material, labor, or tools for the work order task. You can also select from an EPL, if the asset being worked on has an associated EPL that contains non-inventory and open description rows.

Planned Quantity

Enter the quantity of the item that you want to purchase or is on hand.

Note: You must enter a value in this field along with a UOM (unit of measure) to enable you to add non-inventory or open description items to an EPL template when you click the Add to EPL button.

Resource Type

Identify whether the resource that requires purchasing or is identified as on-hand is Material, Labor, or a Tool.

Due Date

Select the date the quantity is needed for the work order task. The scheduled date for the work order task is the default value, which you can override.

On-Hand

Select this check box to identify that the resource that you are scheduling are currently on-hand. On-hand rows are not costed.

Purchase/On-Hand Schedules - Details tab

Select the Purchase/On-Hand Schedules - Details tab.

Image: Purchase/On-Hand Schedules Details tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Details tab on Schedules page. You can find definitions for the fields and controls later on this page.

Peg Status

Displays the pegging status.

Open

Quantity is pegged to supply (Requisition, PO)
Not Pegged

The quantity needed of the selected item is not pegged to supply (Requisition, PO).
Completed

Scheduled PO rows for noninventory items do not always require receiving. The PO carries an attribute that determines if receiving is required. If receiving is required, the peg status is set to Complete when the parts are fully received based on the PO's receipt process. If receiving is not required, then the peg status is set to Complete when the PO is closed.
Canceled

This indicates that the requisition or the PO to which the work order is pegged has been canceled. It also can indicate that scheduled quantity of the work order has been decreased so that the quantity pegged was decreased to zero, and the work order row is not pegged to any other supply.

The peg statuses are:

Note: When you either add a purchase order or requisition in PeopleSoft Purchasing and tie it to a work order, or you load the row to create a purchase order or requisition, the selected quantities are automatically pegged.

Pegging Inquiry

Review this inquiry to track the quantities pegged for this work order task. You can access this inquiry only after the row quantities are pegged.

Note: The Pegging Inquiry for Inventory and Purchase/On-Hand schedules are the same.

Req Status (requisition status) and PO Status

Displays the current status of a requisition or purchase order depending on work order business unit selection, associated with this row. These statuses are owned by PeopleSoft Maintenance Management and are used to define the stage of the procurement status. The status values are:

New, which is the default status when you add a new Purchase/On-Hand Schedules row is added to the work order task.
Ready to Stage, which displays when you select the Load Req or PO button for the selected rows.
In Process, which displays when you select the Load Req or PO button indicates that the selected rows have been staged, and the processing when you click the Save button has completed.

This status signals that the selected rows are in the Req Load or PO Load process. You must run the Req Loader or PO Load processes to create the Requisition or PO.
Complete, which displays when the staging process completes successfully and a Requisition or PO is created.

The status can also display as Complete if the row was backward tied from a Requisition or PO to a work order.

Purchase/On-Hand Schedules - Availability tab

Select the Purchase/On-Hand Schedules - Availability tab.

Image: Purchase/On-Hand Schedules Availability tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Availability tab on Schedules page. You can find definitions for the fields and controls later on this page.

Item Availability

Yes, if the quantity is available.

No link after you select the Item Availability button. Click the link to access the Item Availability page, which describes the reason(s) the item is not available.
Not Checked, if you have not clicked the Item Availability button.

If you previously checked a row for Item Availability and you modify the Item, Planned Qty, Due Date, or UOM values, the Earliest Available Date, Item Availability, and Need Date Qty Available field values will be initialized to Not Checked.

Purchase/On-Hand Schedules - Supplier tab — Schedules Page

Select the Purchase/On-Hand Schedules - Supplier tab.

Image: Purchase/On-Hand Schedules Supplier tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Supplier tab on Schedules page. You can find definitions for the fields and controls later on this page.

Purchase/On-Hand Schedules Vendor tab on Schedules page

Supplier ID and Supplier Location

Select a supplier ID from which to purchase this resource. The default value for the Supplier Location field is based on the supplier selection.

Note: These values are required if using a Purchase Order and optional if using a requisition.

Purchase/On-Hand Schedules - Default Settings tab — Schedules Page

Select the Purchase/On-Hand Schedules - Default Settings tab.

Image: Purchase/On-Hand Schedules Default Settings tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Default Settings tab on Schedules page. You can find definitions for the fields and controls later on this page.

GL Business Unit

Displays default value from the work order business unit.

Item SetID

Displays the SetID used to create the item in select Items, then select Define Items and Attributes.

Supplier Reference

Displays the supplier of the part if the row is copied from an Equipment Parts List row and is defined on the EPL.

Transaction Source

Identifies the source of the purchasing transaction and determines whether the transaction costs are Scheduled or Actuals. If a transaction source cost is Scheduled, the Total Scheduled Costs display on the Cost page of the work order. If a transaction source cost is Actuals, you must run the Cost Summarization process to view the Total Actual Costs on the Cost page of the work order.

If a transaction source is Actuals and is returned from a feeder application like inventory direct issue or purchase/on hand actuals like Pcard, or Voucher we populate the Schedule qty (Inventory grid) and Planned Qty (Purchase/on-hand grid) with 0 (zero). A transaction source is used to isolate the costs in a work order from integration points.

The transaction source values that can appear in the field are:

Purchase Requisition

Purchase Requisitions have a value of 04 and are considered scheduled.
05 = Purchase Order is considered Scheduled.
06 = Procurement Card is considered Actuals.
07 = Vouchers is considered Actuals.
Work Order

Note: For Purchase/On-Hand Schedules rows that are created from either a Pcard or Voucher, the value in the Planned Quantity field value will be zero, and the row will be disabled. The disabling of these rows prevents any changes and keeps the work order in sync with the feeder applications that created them.

Purchase/On-Hand Schedules - Cost tab — Schedules Page

Select the Purchase/On-Hand Schedules - Cost tab.

Image: Purchase/On-Hand Schedules Cost tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Cost tab on Schedules page. You can find definitions for the fields and controls later on this page.

Unit Cost

Enter the cost of this resource per unit for open descriptions items. Displays the item's purchasing attributes standard cost if defined for the item.

Scheduled Purchase Cost

The system multiplies the planned quantity times the unit cost to display the Scheduled Purchase Cost value.

Calculate Price

Select this check box to enable the PO Calculations process to calculate the cost of the item based on supplier and other rules. If deselected, the PO Calculations process uses the cost specified.

See Understanding the PO Calculations Process.

Currency Code

Displays value set up in the work order business unit. No matter what currency is used in PeopleSoft Purchasing or PeopleSoft Payables, the amounts are converted back to the currency set up in the work order business unit before they are displayed in this row.

Purchase/On-Hand Schedules - Distributions tab — Schedules Page

Select the Purchase/On-Hand Schedules - Distributions tab.

Image: Purchase/On-Hand Schedules Distributions tab on Schedules page

This example illustrates the fields and controls on the Purchase/On-Hand Schedules Distributions tab on Schedules page. You can find definitions for the fields and controls later on this page.

Distributions

Click this link to display the distribution data for the specified row after an assignment has been made. You can override these fields, if necessary.

Note: This link only displays if the Review and Update Accounting check box is selected on the User Preferences - Maintenance Management page for this user.