Applying PeopleSoft Purchasing Updates Recommending New POs

Request PO Stage Load - PO Stage Load Page

RUN_PO_POSTAGE

Initiate the PO Stage Load process.

Calculate Purchase Orders - Run Controls Page

RUN_PO_POCALC1

Enter process parameters to run the PO Calculations process and initiate the PO Calculations process.

Run Controls Page

Calculate Purchase Orders - Select Criteria Page

RUN_PO_POCALC2

Enter the selection criteria for the PO Calculations process.

Run Controls Page

Create Purchase Orders - Create PO Page

RUN_PO_POCREATE

Enter selection criteria and initiate the Create Purchase Orders process.

Create PO Page

Sourcing Workbench - Selection Criteria Page

PO_SRC_CRITERIA

Select which stage rows to view on the Sourcing Workbench - Selected Items page.

Sourcing Workbench - Sourcing Page

Sourcing Workbench - Selected Items Page

PO_SRC_ANALYSIS

View the rows of data on the PO_ITM_STG table and access pages to change the recommended supplier, quantities sourced to each supplier, or correct errors.

Sourcing Workbench - Sourcing Page

PO Auto Sourcing - Objectives Page

RUN_PO_AUTOSRC

(Optional) Run multiple PeopleSoft Purchasing sourcing processes in sequence on the same set of records.

Use this process to run the PO Stage Load, PO Calculations, and Create Purchase Order processes in sequential order all at one time versus initiating these processes individually.

PO Auto Sourcing - Objectives Page

Process Planning Requests

Select to process purchase requests from PeopleSoft Supply Planning. If this check box is deselected, the system ignores purchase requests from these sources.

Group POs by Item - Planning (group purchase orders by item - planning)

Select to consolidate the purchase orders into one purchase order per supplier, per item. This can be wanted if the purchase orders are very large. If this check box is deselected, you can generate purchase orders with multiple lines for the same supplier. This check box is used in conjunction with the Process Planning Requests check box.

Purchase Order Type

Select to indicate the type of requests that you want to load. If you do not select a value, both types are loaded. To use this option, you must select Process Planning Requests. Values are:

• E (existing orders): Changes to an existing purchase order.

• N (planned order): Generate new planned orders.

Option

Select a date option on which to base the PO Stage Load process. Depending on your selection, the Operand, Nbr Days (number of days), and Date fields become available. Select No Selection by Date if you do not want to use dates.

Process Production Requests

Select to process production requests.

Group POs by Item-Production

Select to consolidate purchase orders when you run the PO Stage Load process.