Updating Contract Procurement History

Page Name

Definition Name

Usage

Update Procurement Info Page

CS_RNCNTL_PRCR_UPD

Run procurement updates.

Analyzing procurement data provides you with information about procurement trends and can assist you when managing supplier relationships. Supplier Contract Management enables you to use summaries from PeopleSoft Purchasing - receipt transactions to create metric definitions for assessment against contract agreements.

Within Purchasing, you can update procurement history information by setting up a reporting entity. When you define a reporting entity, you define data selection criteria, such as specific purchasing or payable business units, or all business units, and calendar ID, for the item procurement history.

In Supplier Contract Management, you use the Update Procurement Info page to collect the purchase order receipt history that is specifically related to the contracts and system metric-related contract agreements you have defined. When you define a system-related agreement for the contract, the system automatically adds a reporting entity for you to collect the purchase order receipt information of the contract. To access the reporting entity, select Purchasing > Analyze Procurement > Setup Profiles > Define Procurement Controls.

The Procurement History Update process for Supplier Contract Management is run by contract ID. The system uses the correct reporting entity related to that contract ID to retrieve the specific calendar and other information needed to collect the data.

Use the Update Procurement Info page page (CS_RNCNTL_PRCR_UPD) to run procurement updates.

Navigation:

Supplier Contracts > Monitor and Update Agreements > Update Procurement Info

Note: This topic discusses running the procurement history update specifically for metric-related contract agreements.

Use this page to set up control information for the Procurement History Update process and to run the process. The system collects procurement history from transaction tables for the reporting entities related to each contract processed. This procurement history is used to calculate the cumulative performance for agreements on the contract that are system-metric orientated. After running this process, you can view the cumulative performance values for the related contracts using the Monitor Agreement Compliance component.

Note: For this process, the system only gathers purchase orders for calculation that specify the contract ID within the purchase order. Furthermore, the system collects data based on receipts against those purchase orders in the time periods specified by the calendar ID related to the reporting entity for each contract ID.

Refer to Common Elements Used When Managing Contract Agreements for common field definitions. Those that are not common are defined below.

Field or Control

Description

Contract Beginning Date

If you leave Contract ID field blank, you can enter a contract beginning date indicating that you want to run and update procurement history for all contracts that have a contract begin date within the Contract Entry component that is greater than or equal to the date that you enter. This enables you to limit the gathering of metric information to just those contracts that are the most recent and pertinent for evaluation.

Note: If you select a contract ID, and then enter a date in the Contract Beginning Date field, the system clears the Contract Beginning Date field when you save or run the Procurement History Update process. The system also displays a warning when you save or run the process.

Relative

Select this option to run the update process on a range of periods that are relative to the current period. The Start - Current Period Minus and End - Current Period Minus fields are available for entry when you select this option.

This option is useful when you choose to schedule history updates. After you enter relative period information and save it on this page, the process runs using these parameters each time the PeopleSoft Process Scheduler submits the process.

Start - Current Period Minus

Enter the number of periods before the start of the current periods to which you want to begin procurement history accumulation.

End - Current Period Minus

Enter the number of periods before the start of the current period to which you want to end procurement history accumulation.

Specify

Select this option to define a specific period range for which you want to generate procurement history data. The Start Period, Start Year, End Period, and End Year fields become available when you select this option.