Setting Up Installation Options

Item Source Option

Select the source for items to be placed on the PeopleSoft eProcurement transactions. Items can come from the item master tables, the express catalog, or both.

Catalog Management as eProcurement Item Source

Select to indicate that items from PeopleSoft Catalog Management are to be used as the source.

Catalog Search Type

Select the type of catalog and item search to use on the Catalog page in the Create Requisition component.

Options are:

• Search Engine: Select for quick and effective search.

  Note: Select this option once specific eProcurement search definitions and search categories have been deployed and indexing has been run for the search definitions.

• Structured Query Language: Used for limited search and is not recommended to be used in production environments.

Search Settings

Click this link to access the Search Settings Page, where you can narrow the search to a few fields or select all of them.

BU Catalog control (business unit catalog control)

To limit the access of item catalogs within certain business units, enter Y, and access the Assign Catalog to Business Unit page to set up the item catalogs to use in each business unit. Enter N to enable every business unit to access all catalogs. If you are using the rule-based item catalog security feature, use this field and the Assign Catalogs to Business Unit page in coordination with the Catalog Security page.

This field is available only when rule based catalog security is activated for the business unit.

Customize Search Results

Use the Customize Search Results page to determine the fields to display in search results.

Edit Requisition Options

Select Go To Cart First or Go To Checkout First. Based on your selection, the Edit option on the My Requisitions page displays the Cart page or Checkout page when the requisition is in the Edit mode. The default selection is Go To Cart First.

This option also controls which page the user is sent to when Copy Requisition is used in My Requisitions page.

Save / Submit Options

Select an option to indicate that the associated button appears on the Checkout page.

Select from these options:

• Display Both Buttons

• Save Button Only

• Submit Button Only.

Line Overview Item Preference

The available options are Item ID and Supplier Item ID.

Suppliers

Select from these options:

• Hide Other Suppliers

• Show Other Suppliers

Based on the option selected other supplier information is displayed on the Item Details page. This option is also dependent on the role action VIEW_ALL_SUPPLIERS:

• If this role action is enabled then other supplier information is available to show or hide on this page, based on this setting.

• If this role action is not enabled then other suppliers are not displayed and this setting is not considered.

Allow Editing of UOM

Select to allow users to edit the unit of measure on Requisition pages using Fluid.

Disable Chartfield Error

Select to disable Chartfield error when you save the requisition.

Enable Mobile Logging

Select to have the system log errors and warnings when creating and editing fluid requisitions.

Expand Distribution with Schedule

Select the check box to keep the distribution section on the Schedule detail page expanded as the default view.

Multi Image

Select to enable the multi image functionality. On selecting this check box user can set and view the item images from different angles. Multi images can be defined at purchasing and supplier level.

Show Item Details Options

Select to indicate that these options also appear on the My Preferences: eProcurement Requisition Page.

Suppress Trailing Zeros up to the currency decimal position for Price field

Select to suppress extra zeros till currency decimal position. Decimal Positions setup for the currency will be used to determine the number of decimal positions that will be displayed for price. This is no rounding off done for Price.

Suppress Trailing Zeros for Quantity Field

Select to suppress any extra zeros. This setting is applicable to line, schedule and distribution.

Direct Connect

Select this check box to allow Punchout and Roundtrip direct connect items to be saved as favorites or as items on a template. This method saves the requester time when creating additional requisitions for the same item.

Deselect this check box to prevent Punchout and Roundtrip items from being added as favorites or template items. Each time the direct connect item is ordered, the requester must use the Web page of the Create Requisition component to access the supplier's online catalog, select the item, and then return to the eProcurement requisition.

Disable Special Request

If the check box is selected, special request item lines will not be available on the Express Entry page. That is, you will be able to add only catalog items. The description field will be display only.

Restrict Prompt and Data Entry

If the check box is not selected, the prompts on the Supplier Information and Manufacturer Information tabs will be open.

If the check box is selected, then:

• The Supplier ID prompt will display only those suppliers, who have been defined for the item.

• The Supplier Item ID, Supplier’s Catalog, and UPN ID fields will be display only and will be updated when the Supplier or Manufacturing ID is changed.

• If the Item and supplier fields are non-blank and the Item/Supplier manufacturers exist, then the Manufacturer ID displays those values. Else, it displays the Item level Manufacturers. If neither of the Item/Supplier or Item level manufacturers exists, the prompt will be blank.

  If the Supplier field is blank, then it displays the Item level prompt.

• When the Supplier field is blanked out, the system updates the Supplier Item ID, Supplier’s Catalog and details on the Manufacturer Information tab, if the manufacturing information was set up at the Item/ Supplier level. If the manufacturing information was set up at the Item level, then that would not change.

  Note: If the Express Entry Options are unchecked, the fluid Express Entry pages will act very similar to the classic Express Item pages with regard to the prompt values.

Bill Only and Bill and Replace

• Bill Only requisition means items were used but no replacements are needed.

• Bill and Replace requisition means that the part which was used needs to be billed, but a replacement part is also required.

Select any or both the check boxes to configure Requisition Type for the requisition pages. Users can create and manage requisitions for the selected requisition type.

If none of the check boxes are selected, users can create and manage Standard requisitions only.

Edit ChartField Combinations

Select the Edit ChartField Combinations check box to check the valid ChartField combinations on the distribution lines for an order sheet. If this check box is selected, an error message displays when you save an order sheet with invalid ChartField combinations.

Search Results

Enter the maximum number of values that the system retrieves on page searches. This field only applies to the following pages:

Search Catalog

Advanced Search

Item History

Manage Requisitions

Manage Purchase Orders

Receipts for a Power User

Receipts for a Casual User

My Requisition

sProcurement Installation Option

Select the type of PeopleSoft Services Procurement options that you want to use. You can integrate PeopleSoft eProcurement with PeopleSoft Services Procurement, use PeopleSoft Services Procurement as a standalone application, or select not to use the PeopleSoft Services Procurement application.

Catalog Search Type

Select the type of catalog and item search to use on the Catalog page in the Create Requisition component.

Options are:

• Search Engine: Select for quick and effective search.

  Note: Select this option once specific eProcurement search definitions and search categories have been deployed and indexing has been run for the search definitions.

• Structured Query Language: Used for limited search and is not recommended to be used in production environments.

BU Catalog control (business unit catalog control) business unit catalog control catalog control, business unit

To limit the access of item catalogs within certain business units, enter Y, and access the Assign Catalog to Business Unit page to set up the item catalogs to use in each business unit. Enter N to enable every business unit to access all catalogs. If you are using the rule-based item catalog security feature, use this field and the Assign Catalogs to Business Unit page in coordination with the Catalog Security page.

This field is available only when rule based catalog security is activated for the business unit.

Non Dynamic Range

Select this check box to use non-dynamic range categories for the item search and catalog browse feature within the Create Requisition component. If an item category is marked as a non-dynamic range in PeopleTool Tree Manager then the item search returns only those items that belong to the catalogs that the user has access to and are within the item ranges specified in the item categories and sub-categories of the accessible catalogs. In addition, selecting this check box enables the item load processes for CUP file sources and Catalog Management sources to load non-dynamic item ranges defined for a category.

Deselect this check box to treat all item categories as dynamic ranges within the item search and catalog browse feature of the Create Requisition component. Search results include all items belonging to the specified category and is not limited to any item ranges defined for the category. In addition, deselecting this check box prevents the item load processes for CUP file sources and Catalog Management sources from loading non-dynamic item ranges.

Override Existing Categories with Item Ranges

Select this check box to enable the item load processes for CUP file sources and Catalog Management sources to change categories from dynamic to non-dynamic when loading items into an existing category. In other words, if items loaded belong to existing categories, these categories will all have non-dynamic item ranges loaded regardless of its original type; a category that was originally a dynamic category, is now changed to non-dynamic with item ranges. Any new categories are created as non-dynamic ranges.

Deselect this check box to enable the item load processes for CUP file sources and Catalog Management sources to retain the category type (dynamic or non-dynamic) when loading items into an existing category. In other words, if the existing categories have item ranges, then new item ranges are loaded; however, if the existing categories are dynamic, then no new item ranges are loaded. Any new categories are created as non-dynamic ranges.

Allow Transparent Punchout Items

Select to enable the Transparent Punchout feature and display the Transparent Punchout Node field on the Linked Supplier page.

Consolidate Marketplace Items in Search Results and Facets

Select to display internal and external marketplace items in a single search result tab. Also facets will combine both external and internal items while filtering.

Customize Search Results

Use the Customize Search Results page to determine the fields to display in search results.

Display Approval Chunking

Select to enable chunking in the Review/Edit Approvers section of the workflow approval components (Requisition Approval page) and on the Confirmation page of the Create Requisition component. This only impacts the line level approvals.

Transparent Punchout

Click this check box to allow Transparent Punchout items to be added as a favorite or included in a template.

For more information on Transparent Punchout see Understanding Transparent Punchout

Requisition

Enter a value that determines the number of requisition lines to be displayed in chunks on the Edit Requisition - Review and Submit page. The system automatically defaults to value 9999. You can override this value. However, this value does not impact the number of requisitions retrieved while searching for requisitions.

Approval Monitor

Enter a value to control the display of requisition lines for approval on the Requisition Confirmation page and Requisition Approval page.

Chunking displays the requisition lines in groups to make large requisitions more manageable. The size of the group is determined by the value entered for this field.

If Display Approval Chunking check box is selected and Approval Monitor value is set to for example 5, then the requisition with line level approval will trigger approval chunking on eProcurement Confirmation and Manage Requisition Approval pages when the requisition lines for approval exceed five.

Transparent Punchout

Enter the maximum number of items per transparent punchout suppliers to be displayed at one time on the search results section of the requisition.