Inquiring about Procurement Groups

The Procurement Group Inquiry page enables you to track a procurement group through requisitions, purchase orders, receipts, and vouchers.

Page Name

Definition Name

Usage

Procurement Group Inquiry Page

PO_GRP_DOC_INQ

View requisition lines, purchase order lines, receipt lines, and voucher lines that are linked to a specific procurement group.

Use the Procurement Group Inquiry page (PO_GRP_DOC_INQ) to view requisition lines, purchase order lines, receipt lines, and voucher lines that are linked to a specific procurement group.

Navigation:

Purchasing > Purchase Orders > Review PO Information > Procurement Group Inquiry

The Procurement Group Inquiry page enables you to view requisitions, purchase orders, and receipts that are linked to a specific procurement group.

Field or Control

Description

Procurement Group ID

Displays the unique number or letter combination that identifies a procurement group created in the Procurement Groups page and assigned to requisition and purchase order lines.

Primary Unit Item ID

Displays the item ID defined as the primary unit for this procurement group. You can identify the primary unit on the Procurement Groups page or on a transaction line.

Description Only Items

Selected if the primary unit is a description-only item. This check box is defined on the Procurement Groups page.

Transaction

The Transaction group box displays information about the requisitions, purchase orders, and receipts that are linked to this procurement group ID.

Field or Control

Description

Business Unit

Displays the PeopleSoft Purchasing business unit for the transactions.

Document Type

Identifies the transaction line as a requisition, purchase order, or receipt.

Document ID

Displays the requisition ID, purchase order ID, or receipt ID. Click this link to access an inquiry page with more information about the transaction

Line and Sched

Displays the line and schedule line of the requisition, purchase order, or receipt that contains the procurement group ID.

Item

Identifies the item ID in the transaction line and linked to the procurement group.

Qty

Displays the order quantity for a requisition or purchase order line and displays the receipt quantity for a receipt line.

Allocation Qty

Displays the quantity of this item needed to complete a primary unit in a procurement group; for example, four brackets per air conditioning unit. If this row is for the primary unit item and it is serial-controlled then this quantity is restricted to one. This field is only available for rows that have not selected the Amount Only check box. It is utilized during receiving and asset integration.

Open Qty

This field displays:

  • For a requisition, the item quantity not yet sourced.

  • For a purchase order, the item quantity not yet received.

  • For a receipt, the item quantity not yet interfaced with PeopleSoft Asset Management.

Primary Unit

Selected to identify this item as the main item for an item-grouping in a procurement group; for example, an air conditioning unit could be the primary unit in a procurement group to create a complete asset.

Date

This field displays:

  • For a requisition, the request date.

  • For a purchase order, the due date.

  • For a receipt, the receipt date.

Sourced to Inventory

Displays Y if the item was retrieved from the organization’s inventory. This field displays N if the item was placed on a purchase order and obtained from a supplier. This field must have a value of N to be included in the interface to PeopleSoft Asset Management.

Supplier

Displays the supplier for the transaction line.

Invoice Number

Displays the invoice number for PeopleSoft Accounts Payable.

Amount Only

Selected to designate the line as an amount-only line. If selected, the Allocation Amt field is populated.

Merchandise Amount

Cost of the total number of items ordered.

Currency

Displays the currency of the Allocation Amt field. This field only displays if there is a value in the Allocation Amt field.

Allocation Amt

Displays the amount or price of this item needed to complete a primary unit in a procurement group; for example, 500 USD of installation services per air conditioning unit. This field is only available for amount-only transactions lines that have selected the Amount Only check box. It is utilized during receiving and asset integration.

Open Amount

For an amount-only transaction line, this field displays:

  • For a requisition, the amount or price not yet sourced.

  • For a purchase order, the amount or price not yet received.

  • For a receipt, the amount or price not yet interfaced with PeopleSoft Asset Management.