Approving PeopleSoft Purchasing Updates
This topic discusses how to review and approve the PeopleSoft Purchasing updates.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SPL_PO_MSG_SRCH |
Define the search criteria for the PeopleSoft Purchasing updates that you want to review. |
|
|
SPL_PO_MSG_SUM |
Review and approve the PeopleSoft Purchasing updates that you want to apply to PeopleSoft Purchasing. |
Use the Approve Purchasing Updates - Search page (SPL_PO_MSG_SRCH) to define the search criteria for the PeopleSoft Purchasing updates that you want to review.
Navigation:
The Search page enables you to define selection criteria on which to base the search purchasing information. You can base searches on a specific inventory unit (PeopleSoft Inventory business unit) or a plan unit group. You must select at least one message type and at least one message and one approval status.
If a default value planning instance has been associated with a user, the system automatically displays the business unit group assigned to that planning instance. If there is not a default business unit group, the system uses the business unit defined as the user's preference.
Other selection criteria include, for example, category, supplier SetID, and item group. You can also limit the search to specific purchase start dates and due dates. The retrieved results for this type of search provides you a range of purchasing updates.
Click the Search button to retrieve purchasing updates that match the selection criteria. The system displays a message if it does not find purchasing updates based on the criteria that you enter.
To save the selection criteria that you define, enter a name for the criteria in the Use Saved Search field and click the Save Search Criteria button at the bottom of the page. After saving search criteria, you can select it from the list of values. You can also delete saved searches by selecting the saved search and then clicking the Delete Search Criteria button.
Message Type
Field or Control |
Description |
|---|---|
Planned |
Select to include planned purchasing updates in the search results. |
Reschedule In |
Select to include purchasing updates in the search results. These are changes that have been rescheduled to an earlier date. |
Qty Change (quantity change) |
Select to include purchase order quantity changes in the search results. These are purchasing updates where the quantity has changed through the PeopleSoft Supply Planning Purchase Order Refine page. |
Canceled |
Select to include canceled purchasing updates in the search results. Canceled updates are those associated with purchase orders. |
Reschedule Out (quantity change) |
Select to include purchasing updates in the search results that have been rescheduled to a later date. |
Supplier Scheduled Items
Field or Control |
Description |
|---|---|
Include Schedule Items |
Select to include supplier-scheduled items in the search results. Supplier schedules show the time-phased quantities that the scheduler proposes. |
Exclude Schedule Items |
Select to exclude supplier-scheduled items from the search results. |
Only Show Schedule Items |
Select to include only supplier-scheduled items in the search results |
Strategic Sourcing Events
Field or Control |
Description |
|---|---|
Include Planned Items |
Select to include planned items from PeopleSoft Strategic Sourcing events in the search results. Planned items are those items that you procure through PeopleSoft Strategic Sourcing. |
Exclude Planned Items |
Select to exclude planned sourcing items from the search results. |
Only Show Planned Items |
Select to include only planned sourcing items in the search results. |
Approval
Field or Control |
Description |
|---|---|
Unapproved |
Select to view updates that were not approved in previous review sessions. The system selects this check box by default. |
Approved |
Select to view updates that were previously approved but not processed. |
Planning Status
Field or Control |
Description |
|---|---|
Expedite |
Select this check box to include updates in the search results that are required before the planning time fence. |
Accepted |
Select to include updates that are between the planning time fence and the action message cutoff fence. |
Cutoff |
Select to include updates in the search results for items that have updates beyond the action message cutoff fence defined for the item. |
Status
Field or Control |
Description |
|---|---|
Processed |
Select to include updates in the search results that were previously approved and processed. These messages and the purchasing data have been updated with PeopleSoft Supply Planning's recommended changes. |
Within Tolerance and Outside Tolerance |
Select to view purchase order reschedules that are within and outside tolerance. If you select the options, the system displays any updates that fall within the schedule in and out of tolerances that are defined for the items selected. The reschedule in factor sets the tolerance for updates to move an order to an earlier date. The reschedule out factor sets the tolerance for updates to move an order to a later date. PeopleSoft Supply Planning uses these factors to determine how orders within tolerance are processed by the Post Updates process. Orders within tolerance can be automatically approved, marked as a valid change pending approval, considered an exception, or ignored all together. Purchase order updates that fall outside of the tolerance range appear on the Approve Purchasing Updates - Message Summary page. Selecting the Tolerance check box enables you to view orders on that page that fall within tolerance. |
Staged |
Select to include purchasing updates in the search results that are in staged tables. |
Pegging
Field or Control |
Description |
|---|---|
Open Pegs |
Select to include updates to orders in the search results that are pegged to unfulfilled demand. |
No Open Pegs |
Select to include purchase updates to orders that are not pegged to unfulfilled demand. |
Use the Approve Purchasing Updates - Summary page (SPL_PO_MSG_SUM) to review and approve the PeopleSoft Purchasing updates that you want to apply to PeopleSoft Purchasing.
Navigation:
When this page initially appears, it includes all of the updates that meet the selection criteria. You can view more information pertaining to the update by selecting the different tabs— Details, Dates/Times, Quantity/supplier, Status, Unit/Buyer, Strategic Sourcing, and Inventory Pegging, —within the page.
Field or Control |
Description |
|---|---|
|
Click the Approve All button or link to approve all of the updates that appear. |
|
Click the Reset Approval button or link to clear all of the updates that are already approved. |
Approved |
Select the check box that is next to an individual update to approve the update. |
