Running Procurement Processes
This section discusses how to run the procurement processes.
Perform buyer tasks relating to Purchase Orders.
Use the Procurement Processes page (PV_PO_MAIN3) to perform buyer tasks relating to Purchase Orders.
Using the Procurement Processes link in the Buyer Center, you can perform buyer tasks relating to purchase orders. To access the Procurement Processes page, select Tasks include:
Requisition Selection: Select requisitions for purchase order sourcing.
PO Auto Sourcer (purchase order automatic sourcer): Run the Automatic Purchasing Sourcing process, which enables you to select multiple sourcing processes that you want to run and runs the selected processes in the correct sequence on the same set of records.
Auto Requisition Selection: Run the AutoSelect Requisitions process to load eligible approved requisitions into the PeopleSoft Purchasing stage tables for purchase order creation and is an alternative to selecting requisitions online using the Requisition Selection - Sourcing page.
Inventory Demand: Runs the Build Inventory Demand process, which reserves all rows in the staging tables that are identified for inventory demand (Inventory Source option set to Y (yes)), have a stage status of S (staged), and meet the user-defined selection criteria.
PO Calculation (purchase order calculation): Run the PO Calculations process, which performs most of the processing necessary to create a purchase order. After running the process, you can review results and make changes using the Sourcing Workbench - Selected Items page before the purchase order is created. After you run the PO Calculations process, run the Create Purchase Orders process to create the purchase order.
PO Create: Run the Create Purchase Orders process to create purchase orders using rows in the staging tables that have been processed by the PO Calculations process. The Create Purchase Orders process maintains the purchase order groupings created by the PO Calculations process to create purchase orders. The Create Purchase Orders process calculates the purchase order ID, assigns line, schedule, and distribution numbers, and creates contract release information.
Dispatch Purchase Orders: Run the PO Dispatch/Print process and dispatch purchase orders, run the Email process, or run the PO Dispatch & Email multiprocess job.
Change Purchase Order: Select parameters for and run the Change Purchase Order process.
Notify Suppliers of Attachments: Indicate that you have attached a file to a PeopleSoft eProcurement requisition. The file can be, for example, a Microsoft Word file, an Excel spreadsheet, a Microsoft PowerPoint presentation, or a Microsoft Visio diagram. The requester and buyer can view these attachments. The attachment is automatically added to the purchase order that is created from the requisition and can be sent to the supplier.
Sourcing Workbench: Access the Sourcing Workbench component, where you can view the results of each sourcing step. Using the workbench you view staged rows, along with any errors accompanying them. You can also use the workbench to transfer from the staged row to the source transaction data, change the status of the source record, correct the source, and recycle the staged row for reprocessing.
Requisition Budget Checking: Access the Requisition Budget Checking component to run Requisition Budget Checking.
Requisition Reconciliation: Run the Requisition Reconciliation process to close requisitions that are fully canceled or fully sourced and no longer need to be modified. When the process runs, it reconciles requisition-related settings and statuses to change the status of applicable requisitions to C (completed).
Requester's Workbench: Access the Requester's Workbench where you can retrieve, review and modify multiple requisitions using functions such as update a requisition or maintaining distributions on a requisition. You can also approve, budget check, or cancel requisitions.
PO Budget Check Request: Access the PO Budget Check Request where you can check the budget for the purchase order.
Reconcile Purchase Orders: Run the PO RECON process (PO_PORECON) to close qualifying purchase orders that you no longer need to modify. When the PO RECON process runs, it reconciles various purchase order-related settings and statuses to change the status applicable purchase orders to C (completed).
Buyer's Workbench: Access the Buyer's Workbench where you can retrieve, review, and modify multiple purchase orders. You can also approve, budget check, or cancel purchase orders.
Purge Change Requests: Access the Purge Change Requests process page where you can launch the PO_POCHGPRG process to purge completed and error rows from the Change Request tables in PeopleSoft Purchasing.
Purge Stage Tables: Access the Purge Stage Tables process page where you can launch the PO_POSTGPRG process to purge entries on the PeopleSoft Purchasing staging tables.
Process Monitor: Monitor the process and status of requisition and purchase order processes.