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

Schedules Page - Purchase/On-Hand Schedules

WM_WO_TASK_SCHED

Enter resource schedules for work order tasks.

Purchase/On-Hand Schedules - Item Summary Tab

WM_WO_TASK_SCHED

Identify items for purchase and on-hand schedules, and specify demand criteria.

Purchase/On-Hand Schedules - Supplier Tab

WM_WO_TASK_SCHED

Enter supplier details for purchase and on-hand resources.

Purchase/On-Hand Schedules – Supplier Item/Price Tab

WM_WO_TASK_SCHED

Specify supplier item data for both contract and non-contract procurement items.

Purchase/On-Hand Schedules - Procurement/Delivery Tab

WM_WO_TASK_SCHED

Enter buying and delivery details for purchase and on-hand resources.

Purchase/On-Hand Schedules - Status/Availability Tab

WM_WO_TASK_SCHED

Review individual staging, pegging, and availability statuses for procurement resources.

Purchase/On-Hand Schedules - Default Settings Tab

WM_WO_TASK_SCHED

Review default business unit and supplier information for purchase and on-hand resources.

Purchase/On-Hand Schedules - Cost Tab

WM_WO_TASK_SCHED

Review or modify cost details for purchase and on-hand resources.

Purchase/On-Hand Schedules - Distributions Tab

WM_WO_TASK_SCHED

Review or modify distribution details for purchase and on-hand resources.

Supplier Item Search Page

WM_VNDR_ITEM_SRCH

Search for contract and non-contract procurement items using supplier-related and item catalog search criteria.

Copy from Equipment Parts Lists

WM_EPL_SELECT_SEC

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

Add non-inventory and open description items to one or more existing EPL templates.

Purchase Orders

WM_WO_PO_INQ

Review any purchase orders or requisitions associated with work orders and work order tasks.

Requisitions

WM_WO_PO_INQ

Review any purchase orders or requisitions associated with work orders and work order tasks.

Maintain Purchase Order

PO_LINE

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

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

Review availability of an item or reason item is not available.

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.

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.

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.

Item ID

Select either a non-inventory 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.

Resource Type

Select the work order resource type. Values are Material, Labor, or Tools.

UOM (Unit of Measurement)

Enter the unit of measurement for the item, such as Gallons, Each, Pound, and so forth.

Category

Enter this value if this is an open description row. A default value displays based on the non-inventory item selected.

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.

Amount Only

Select this check box to procure resource items based on their total cost, not by quantity. Typically, this identification is used for less tangible resource items such as labor services.

After saving the Amount Only procurement item, you can select it for Load Requisition(s) or Load Purchase Order(s) processing.

This check box is enabled only if the following conditions are satisfied:

• The status of the work order is either New or Awaiting Schedule.

• Item ID and Description are specified.

• Item ID is designated for a Non-inventory type item on the Item Master table.

• On-hand check box is not selected.

• WO PO Staging status is New.

Item Status

Displays the status for the item. Item status indicates the overall lifecycle status and is derived from multiple status attributes.

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.

Assignment

Click the link to access the Supplier Assignment page and enter primary, secondary, or tertiary suppliers for the item.

Supplier Item Search

Select the Get Supplier Item/Price icon to access the Supplier Item Search Page and search for contract and non-contract procurement items using supplier-related and item catalog search criteria.

Supplier Item ID

Enter the supplier item ID (supplier part number) for the selected Supplier.

You can only enter the supplier item ID when the Supplier ID is specified and a Supplier Item ID exists for the procurement item.

This field is optional.

Use contract if available

Select this check box to indicate the contract can be referenced on the corresponding requisition or purchase order line item.

This check box can be selected prior to using the Supplier Item Search, or after.

Contract Line

Select the link to access the Contract Line Summary page and view contract line details, such as Contract ID, item description, and base price.

The link is visible only when a contract-related item is returned from the Supplier Item Search Page.

When a contract-related item is returned, the contract line key values are passed to Purchasing when the item is loaded.

Supplier Price and Supplier Currency

Displays the supplier item unit price and currency that are returned from the Supplier Item Search.

This information is used to calculate extended item cost on the Purchase/On-Hand Schedules - Cost Tab and is passed to Purchasing when the item is loaded.

Ship To

Select the location to which you want this item shipped.

Location

Select the location where the item will be used.

A default value may be displayed based on rules you define for the target asset.

Delivery Flag

Select this check box to enter delivery or handling instructions for the item.

Delivery Instructions

Click the link to access the Delivery Instructions page and enter or view delivery instructions for the item.

The link is available only when you select the Delivery Flag check box.

WO PO Staging (Work Order Purchase Order Staging) and WO Req Staging (Work Order Requisition Staging)

Displays the purchase order or requisition staging status, depending on the work order business unit procurement option selected. These statuses are owned by PeopleSoft Maintenance Management and are used to identify the loading progress and status of the item.

The status values are:

• New: the default status when you add a new Purchase/On-Hand Schedules row is added to the work order task.

• Ready to Stage: displays when you select the Load Req or PO button for the selected rows.

• In Process: 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: 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.

Peg Status

Displays the pegging status. Values are:

• 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 non-inventory 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.

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.

Item Availability

Displays the availability of the item. The following values are possible:

• 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.

GL Business Unit

Displays default value from the work order business unit.

Item SetID

Displays the SetID used to create the item in Items > Define Items and Attributes.

Supplier Reference

Enter the supplier of the part.

This field is typically populated from an Equipment Parts List or task template.

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 the Schedule qty (Inventory grid) and Planned Qty (Purchase/on-hand grid) with 0 (zero) is populated. 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

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.

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.

Amount Only

Select this check box to procure resource items based on their total cost. The Calculate Price check box is disabled after this selection. By default, the Procurement tab displays the Planned Quantity field value as 1.0 and the UOM field as EA.

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.

Distribution

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.

For an Amount Only procurement item, the Distribute By drop down value is set to Amount by default. Whereas, for a non-amount only item, both Amount and Quantity will be listed.