Understanding PeopleSoft Purchasing Updates Business Process

When you run the Post Updates process (PL_POST), it generates purchasing recommendations, updates, and post errors. You can review, analyze, approve, and apply those purchasing updates to PeopleSoft Purchasing.

PeopleSoft Production Management and PeopleSoft Supply Planning write their requested POs to a staging area that is scanned by the PO Stage Load (purchase order stage load) process (PO_POSTAGE). This process writes the inputs to a temporary staging area, PO Staging tables, in preparation for sourcing to a PO.

You can manage the PeopleSoft Purchasing updates from PeopleSoft Supply Planning after you run the Post Updates process.

To process PeopleSoft Purchasing updates:

1. Review the errors that occurred from the Post Updates process using the Review Purchasing Post Errors component.

   When you run the Post Updates process and the system finds errors, the system generates error messages, because a change in the purchasing data occurred since you ran the Post Updates process, or because a violation of a business rule occurred, such as an invalid calendar date.

2. (Optional) Review and approve the recommended PeopleSoft Purchasing updates using the Approve Purchasing Updates component.

   When PeopleSoft Supply Planning suggests an adjustment to an existing PO, or suggests that you create a PO, an update is placed on the Approve Purchasing Update component. This occurs after you run the Post Updates process.

   Use this component to approve the PeopleSoft Purchasing updates manually. You can automatically approve all of the changes during the Post Updates process.

3. Apply the approved PO updates to PeopleSoft Purchasing.

   1. Initiate the PO Stage Load process using the Request PO Stage Load component.

      This process searches for PO requests. PO requests are loaded into the PO stage tables.

   2. (Optional) Review the results of the PO stage tables using the Sourcing Workbench component.

      You should review the contents of the staging tables before and after each step in the sourcing process.

   3. Initiate the PO Calculations process (PO_POCALC) using the Calculate Purchase Orders component.

   4. (Optional) Review the results of the PO stage tables using the Sourcing Workbench component.

   5. Initiate the Create Purchase Orders process (PO_POCREATE) using the Create Purchase Orders component.

      Note: You can use the PO Auto Sourcing component to initiate the PO Stage Load, PO Calculations, and Create Purchase Orders processes in sequence on the same set of records, instead of initiating the processes individually.

   6. (Optional) Review the results of the PO stage tables using the Sourcing Workbench component.

4. Apply the approved PO updates to PeopleSoft Purchasing.

   1. Initiate the PO Stage Load process using the Request PO Stage Load component.

      This process searches for PO change requests. PO change requests are loaded into the change request stage tables.

   2. Review and approve the PO change requests using the Review Change Requests component.

   3. Initiate the Change Purchase Order process (PO_POCHNG) using the Change Purchase Orders component.

Using PeopleSoft Purchasing, you can manage these types of updates from PeopleSoft Supply Planning:

• Creation of purchase orders.

• Cancellation, reschedule, and quantity change of purchase orders.

• Frozen purchase Orders.