Maintaining Business Units

Maintain Business Units Page

PV_ADM_SETUP_BU

View a list of links that you use to navigate to other pages to set up and maintain business unit information.

eProcurement > Administer Procurement > Maintain Business Units

Business Unit Definition Page

BUS_UNIT_TBL_PM

Create a PeopleSoft Purchasing business unit.

eProcurement Business Unit Options Page

BUS_UNIT_TBL_PM2

Define business unit options.

PO Approval Options (purchase order approval options) Page

BUS_UNIT_PO_APPR

Define purchase order approval options.

Click the Purchasing Definition link on the Maintain Business Units page. Then select the PO Approval Options tab.

Purchasing Definition - Document Numbering Page

BUS_UNIT_TBL_PM3

View document numbering.

Record Group Page

REC_GROUP_TABLE

Add a record group. After adding the group, use the TableSet Control feature to create relationships.

Click the Record Group link on the Maintain Business Units page.

TableSet Control - Record Group Page

SET_CNTRL_TABLE1

Group record definitions for the tables that you want to share, as well as any dependent record definitions. This creates relationships between SetIDs, business units, and record groups.

See PeopleTools: System and Server Administration.

TableSet Control - Tree Page

SET_CNTRL_TABLE2

Associate the Set Control Value with trees.

Click the TableSet Control link on the Maintain Business Units page. Then select the Tree tab.

TableSet ID - TableSet Control Page

SETID_TABLE

Use this page to create SetIDs.

Click the TableSet ID link on the Maintain Business Units page.

AM Business Unit Definition (asset management business unit definition) Page

BUS_UNIT_TBL_AM

Create a PeopleSoft Asset Management business unit and specify its default processing options.

Click the Asset Mgmt Definition (asset management definition) link on the Maintain Business Units page.

Open Period Update Page

OPEN_PERIOD_SINGLE

Define in which periods transactions can be posted for Asset Management.

Warehouse Mapping Page

AM_WAREHOUSE_MAP

Establish the default ChartField mapping rules that are necessary to accommodate asset-component changeout-transfers for this business unit.

Click Warehouse Mapping on the AM Business Unit Definition page.

VAT Defaults Setup Page

VAT_DEFAULTS_DTL

Setup defaults for VAT.

VAT Defaults Copy (value added tax Defaults Copy) Page

VAT_DFLT_SRCH_COPY

Copy VAT default specifications from another key combination for the same VAT driver.

Click Copy Defaults From on the VAT Defaults Setup page.

Business Unit/Book Definition Page

BU_BOOK_DEFN_01

Define required books, book options, and accounting entry options for each book that the business unit will use.

You must first complete the AM Business Unit Definition page and define the asset books on the Asset Book page.

BU Book ChartFields Summarize Page

BU_BOOK_GRP_SUM

(Optional) Select the ChartFields that will be used to summarize assets by group member.

• Click the Asset Mgmt Definition link on the Maintain Business Units page.

• Select the Business Unit/Book Feature tab.

• Select the Group Asset Processing check box on the Business Unit/Book Definition page.

Round Options Page

ROUND_OPTIONS_SEC

(JPN) Select options for rounding depreciation amounts for the book.

Depreciation Close List Page

MR_AM_DEPR_CLOS

Review the years and periods for which depreciation has been closed.

General Ledger - Definition Page

BUS_UNIT_TBL_GL1

BUS_UNIT_TBL_GL2

BUS_UNIT_TBL_GL3

BUS_UNIT_TBL_GL4

BUS_UNIT_TBL_GL6

Define PeopleSoft General Ledger business units.

General Ledger - Currency Options Page

BUS_UNIT_TBL_GL3

Specify currency options at the business unit level for currency balancing, base currency adjustment, and the number of foreign currencies for each journal.

Click the General Ledger Definition link on the Maintain Business Units page. Then select the Currency Options tab.

Ledgers For A Unit - Currency Options Page

BUSINESS_UNIT_LED3

Indicate how you want to record adjusting entries for out-of-balance conditions that are caused by foreign currency rounding.

Rounding Adjustment ChartFields Page

BUL_JE_RA_CFS_SEC

Specify ChartField options when an unbalanced condition exists between the debit and credit rows. This results when the system converts and then rounds a value from a foreign amount to a base amount.

Purchasing Processing Options Page

BUS_UNIT_OPT_PM

Define purchasing transaction processing criteria.

Click the Processing Options link on the Maintain Business Units page.

Dispatch Method Page

BU_OPT_PM_DISP

Define transaction dispatch methods for purchase orders, request for quotes (RFQs), return to suppliers (RTVs), contracts, and replenishment requests.

Freight Option Page

BU_OPT_PM_FREIGHT

Define freight options, rule codes, and charge methods.

VAT Defaults Setup (value-added tax defaults setup) Page

VAT_DEFAULTS_DTL

Define VAT default options for all transactions in a business unit.

Click the VAT Default link on the Purchasing Processing Options page.

Service VAT Treatment Defaults Setup (service value-added tax treatment defaults setup) Page

VAT_DEFAULTS_DTL

Define service-related VAT default options for service transactions in a business unit.

POA Settings (purchase order acknowledgements settings) Page

POA_DEF_BU_SP

Define POA requirements and tolerance settings.

eProcurement Business Unit Options Page

PV_BUS_UNIT_PM

Define business unit options for PeopleSoft eProcurement.

eProcurement Business Unit Actions Page

PV_ACTIONS_BU

Identify the PeopleSoft eProcurement actions that should be used for each business unit. The applicable PeopleSoft eProcurement actions enable security for items from the business template, express forms, and direct connect suppliers.

Click the eProcurement Business Unit Actions link on the Maintain Business Units page.

Enable Req Region Security (enable requisition region security)

Select to indicate that requisitions for this business unit have regional security. This means that the result of an item search from a requisition displays only those items and suppliers that are relevant to the regions for a requester.

Allow Req Change in Purchasing (allow requisition change in purchasing)

Select to indicate that you can change requisitions added in PeopleSoft eProcurement (that is, having a SYSTEM_SOURCE of EPO) using the PeopleSoft Purchasing components. A eProcurement requisition can be altered in PeopleSoft Purchasing; however, a requisition added in PeopleSoft Purchasing cannot be altered using PeopleSoft eProcurement components.

Allow Changes to Dispatched PO

Select to enable users to create a change request when the requisition line has been source to a purchase order and the purchase order has already been dispatched. This value is overridden by the same option on the linked supplier's Supplier Properties page (i.e. ALLOW_PO_CHNG = N).

Deselect to prevent users from creating a change request when the purchase order has already been dispatched.

Workflow Approval Required

Select to indicate that requisitions and change requests for this business unit must go through the approval workflow framework before the requisition is set to the status of approved. If this same check box is selected on the PeopleSoft Purchasing business unit then the approval workflow framework is turned on for both Purchasing and eProcurement and this check box on this page is unavailable. Selecting the Workflow Approval Required check box on the eProcurement business unit but not the Purchasing business unit turns on the approval workflow framework only in PeopleSoft eProcurement; in this case, if you edit an eProcurement requisition within a Purchasing component, the approval process is not triggered. Keep in mind that a requisition added in PeopleSoft eProcurement can be changed using the PeopleSoft Purchasing components only if you have selected the Allow Req Change in Purchasing check box on this page. A requisition added in PeopleSoft Purchasing cannot be altered using PeopleSoft eProcurement components.

See Understanding the Approval Framework.

Resubmit Workflow for Quantity or Price Decrease

Select this check box to require the approval of a change request with a decrease in item quantity or price. When a requisition is changed to increase the item quantity or price, the system automatically requires approval of the change request.

Item Source

Select the catalog source for this business unit. Items can come from the item master tables, the express catalog, or both. This field is available for selection when the Item Source Option on the eProcurement Installation Options page is set to Master and Express Items.

Show PO Acknowledgements Icon (show purchase order acknowledgements icon)

Select to display the POA icon on the requisition cycle. This icon can be used to view a purchase order acknowledgement received from a supplier. The requisition cycle can be viewed on the Manage Requisitions page or the Requisition Cycle for: <requester> page.

Show ASN Icon (show advanced shipping notice icon)

Select to display the ASN icon on the requisition cycle. This icon can be used to view an advanced shipping notice (ASN) received from a supplier. The requisition cycle can be viewed on the Manage Requisitions page or the Requisition Cycle for: <requester> page.

Integration Type

Select the type of integration that you will be using. Examples are Oracle, PeopleSoft 8.4, and SAP.

PO ID Scheme (purchase order ID scheme)

Select the purchase order ID scheme that you will be using. Examples are PO ID - User Defined and PO ID by Business Unit.

Integration Option

Select an option to control how the business unit acts for requisitions. Values include:

Do Not Consolidate: Select to have the system create all requisition lines for this business unit with the Do Not Consolidate field set to Yes.

External Invoices: Select to indicate the requisition cycle sources invoice data from a set of staging tables that can be populated from an external accounting system.

External Payments: Select to indicate the requisition cycle sources payment data from a set of staging tables that can be populated from an external accounting system.

External Receiving: Select to indicate the requisition cycle sources receiving data from a set of staging tables that can be populated from an external system.

No Deletion After Integration: Select to indicate that deletions will not occur after the integration processes are run.

One Distribution per Schedule: Select to indicate that users cannot create requisitions with multiple distributions per schedule.

One Schedule per Line: Select to indicate that users cannot create requisitions with multiple schedules per line.

PeopleSoft PO ID Used (PeopleSoft purchase order ID used): Select to indicate that the external system will have the same purchase order ID as the PeopleSoft order when integrating with an external system.