Automatically Selecting Requisitions for Sourcing

This section provides an overview of the AutoSelect Requisitions process and discusses how to run the AutoSelect Requisitions process.

Page Name

Definition Name

Usage

Auto Requisition Selection Page

RUN_PO_REQSORC

Enter the selection criteria for the AutoSelect Requisitions process and run the process.

The AutoSelect Requisitions Application Engine process (PO_REQSORC), also referred to as AutoSelect, loads eligible approved requisitions into the PeopleSoft Purchasing stage tables for purchase order creation and is an alternative to selecting requisitions online using the Requisition Selection - Sourcing page. The AutoSelect process does not select or stage requisitions that have distribution lines that do not have an account number entered for each distribution line.

AutoSelect loads the PO_ITM_STG and PO_DISTRIB_STG tables, creating one row on the PO_ITM_STG table for every line and schedule combination and one row on the PO_DISTRIB_STG table for every requisition distribution. When AutoSelect has completed, it locks the requisition lines so that no further activity can take place while the actual sourcing is in process.

In order for AutoSelect to select the requisitions, the requisition line must be in Approved status and items with item IDs must have the AutoSelect check box selected on the Purchasing Attributes - Purchasing Controls page. Items ordered by description are also selected, as long as the Item ID Required check box on the AutoSelect Req page is clear.

After running the AutoSelect Requisition process, access the Sourcing Workbench page to verify that the intended requisition lines are in the staging tables by searching by the requisition ID or the process instance. If the requisition does not appear on the page, it was not selected.

Here are the results of the AutoSelect process:

  • The requisition line In Process setting is selected.

  • The requisition line SOURCE_STATUS is set to Sourcing In Process.

  • The requisition line process instance is loaded with the current process instance.

  • The requisition header process instance is loaded with the current process instance.

Note: Other applications and business processes, such as online requisition selection, requests for quotes, subcontracts from PeopleSoft Manufacturing, PeopleSoft Supply Planning, PeopleSoft Maintenance Management, and purchasing contracts populate the same staging tables used by the subsequent steps in the sourcing process.

Requisition Change Order Processing

You can use the AutoSelect Requisitions process to process a requisition change order for a requisition that was previously sourced to a purchase order. One additional process must be performed to ensure that the requisition does not exist on the autoselect staging tables. You must perform the Purge Stage Tables process (PO_POSTGPRG) using the Purge Stage Table page and then perform the AutoSelect process on the requisition change order. If you do not perform the Purge Stage Tables process the change order for the requisition may not be recognized by the AutoSelect Requisitions process.

Use the Auto Requisition Selection page (RUN_PO_REQSORC) to enter the selection criteria for the AutoSelect Requisitions process and run the process.

Navigation:

Purchasing > Purchase Orders > Stage/Source Requests > Auto Requisition Selection

Field or Control

Description

Request Type

Select from these values:

Inventory: Only those requisition lines for which the Inventory Source check box is selected are selected.

Purch Ord (purchase order): Only those requisition lines for which the Inventory Source check box is clear are selected.

Both: Requisition lines are selected for sourcing whether or not the Inventory Source check box is selected.

Item ID Required

Select this check box to load only those requisitions containing a valid item ID identified for AutoSelect. If this check box is clear, requisitions with item IDs and ad hoc items are both eligible for selection.

System Source

Use to limit the selection of requisition lines to those with a specific system source. For example, select WM (maintenance management) to select requisitions for sourcing to PeopleSoft Purchasing that were created in PeopleSoft Maintenance Management.

Business Unit

Select a purchasing business unit. Use to limit the selection of requisition lines to a single PeopleSoft Purchasing business unit.

Supplier SetID and Supplier

Select a supplier SetID and supplier ID to limit the selection of requisition lines to those for a specific supplier.

Contract SetID and Contract

Select a contract SetID and contract number to limit the selection of requisition lines to those for a specific contract.

SetID and Category

Select a SetID and item category to limit the selection of requisition lines to those with items within a specific item category.

Requester and Buyer

Use to limit the selection of requisition lines to those associated with a specific requester or buyer.

Origin

Use to limit the selection of requisition lines to those with a specific origin.

Date Selection

Field or Control

Description

Option

Select how you want the system to process date information. Depending on the value that you select, the system provides other fields for you to further define date information. Value include:

C (current date).

M (current date minus days).

N ( no selection by date).

P (current date plus days).

S (specified date).

Nbr Days (number of days)

Enter the number of days to apply to the operand that you select.

Operand

Select a value that indicates how the system processes a date. For example, you can select to include requisitions for sourcing that are dated greater than or equal to the selected date.

Date

Select a date. When the current date is used, it appears low-lighted in this field. You can select a date depending on the combined values that you select for the Option and Operand fields.