Maintaining Items

Maintain Items Page

PV_ADM_DEFINE_ITEM

View links to navigate to pages to maintain items.

Access is limited to users with the SYSTEM_ADMIN action role.

eProcurement > Administer Procurement > Maintain Items

Assign Catalogs to Business Unit Page

PV_REQ_BU_CAT

Assign one or multiple item catalogs to a business unit.

Click the Assign Catalog to BU link on the Maintain Items page.

Item Categories - Category Definition Page

CATEGORY_TBL

Define item categories.

Click the Item Categories link on the Maintain Items page.

Update Catalog Tree Page

CAT_PNLS_CATLG_SEC

Select the catalog tree to update with new category code information.

• From the Item Categories - Category Definition page, change item categories or add a new item category and then click Save.

• From the Item Categories - Category Definition page, click the Yes button when asked if you want to update catalogs with the category changes.

BU Specific Attributes (business unit specific attributes) Page

ITM_CAT_BU_SEC

Assign a buyer to this category for each business unit. You may want to do this if you order by description and want a default buyer for this category by business unit.

This setup is optional. The system uses the values that are set up for the buyer at the item category level for all business units that are not specified here.

Click the BU Attributes (business unit attributes) link on the Item Categories - Category Definition page.

View Catalog Hierarchy Page

CAT_PARENTAGE_SEC

View information about where a category resides in the entire catalog tree hierarchy.

Click the Hierarchy link on Item Categories - Category Definition page.

Item Categories - Category Definition 2 Page

CATEGORY_TBL2

Define the matching and receiving controls, sourcing controls, and miscellaneous controls and options for the category.

Also use this page to set price tolerance defaults for items to trigger workflow exception notifications.

PeopleSoft Purchasing and PeopleSoft Payables use matching controls to match receipts, purchase orders, and vouchers.

Receiving controls specify how receiving users process items that are assigned to this category.

These values become a part of the item default hierarchy and can be displayed in purchase order lines where this category is specified.

Click the Item Categorieslink on the Maintain Items page. Then select the Category Definition 2 tab.

Supplier Sourcing Priorities Page

ITM_CAT_VND_PR_SEC

Set the supplier priority and split sourcing allocation percentage for suppliers for this category.

Click the Priorities link on the Item Categories - Category Definition 2 page.

Item Families Page

PROD_FAMILY_INV

Establish item family options.

Click the Item Families link on the Maintain Items page.

Item Groups Page

INV_ITEM_GROUP

Group similar items together.

Click the Item Groups link on the Maintain Items page.

Item Number Control Page

ITEM_NBR_CONTROL

Define whether new inventory items are sequentially numbered or manually numbered.

Click the Item Numbering Controllink on the Maintain Items page.

Manufacturers Page

MANUFACTURER

Select a default universal item ID for a manufacturer, and determine whether the manufacturer is locally owned.

Click the Manufacturers link on the Maintain Items page.

Item Approval Page

INV_ITEM_APPROVAL

Manually approve item definitions that you create at the SetID level.

Click the Item Approval link on the Maintain Items page.

Define Item - General: Common Page

INV_ITEMS_DEFIN1

Define an inventory item at the SetID level.

Click the Item Definition link on the Maintain Items page.

Define Item - Item Image Page

INV_ITEM_IMAGE_SEC

Maintain an image of an item.

Click the Item Image link on the Define Item - General: Common page.

Define Item - Manufacturer's Item Page

ITM_MFG_SP

Define information about the manufacturer of the item.

Click the Manufacturers link on the Define Item - General: Common page.

Define Item - General: Classifications Page

INV_ITEMS_DEFIN4

Continue defining attributes for the item.

Click the Classifications link on the Define Item - General: Common page.

Define Item - General: Dimensions Page

INV_ITEMS_DEFIN3

Track the item's dimensions, size, and color.

Click the Dimensions link on the Define Item - General: Common page.

Define Item - General: Usage Page

INV_ITEMS_DEFIN8

Define material usage attributes for an item at the SetID level.

Click the Usage link on the Define Item - General: Common page.

Define Item - Inventory: Tracking/Description Page

INV_ITEMS_DEFIN2

Establish or maintain item descriptions and lot-control attributes.

Access the pages in the Define Item component, and then select the Inventory tab.

Define Item - Inventory: Shipping/Handling Page

INV_ITEMS_DEFIN5

Establish or maintain shipping and handling attributes.

Click the Shipping/Handling link on the Define Item - Inventory: Tracking/Description page.

Define Item - Substitutes Page

INV_ITEMS_DEFIN7

Establish or maintain substitute items.

Access the pages in the Define Item component, and then select the Substitutes tab.

Define Item - Configuration Page

INV_ITEMS_DEFIN6

Define item-distribution and production-configuration attributes if you are using PeopleSoft Product Configurator.

Access the pages in the Define Item component, and then select the Configuration tab.

Define Item - Custom: Character Page

INV_ITEMS_DEFIN9

Define alphanumeric field values at the SetID level for item attributes that are unique to the enterprise.

Access the pages in the Define Item component, and then select the Custom tab.

Define Item - Custom: Numeric Page

INV_ITEMS_DEFIN10

Define numeric field values at the SetID level for item attributes that are unique to the enterprise.

Click the Numeric link on the Define Item - Custom: Character page.

Units of Measure Page

INV_ITEM_UOM

Assign a unit of measure (UOM) to an item. For each item-UOM combination that you define, specify quantity precision and rounding rules for use in system calculation.

Click the Item Units of Measurelink on the Maintain Items page.

UOM Weight/Volume (unit of measure weight and volume) Page

INV_ITEM_WTVOL

Assign default packing codes and stocking and shipping physical measurements to an item-UOM combination.

Click the UOM Weight/Volume link on the Units of Measure page.

Global Trade Item Numbers Page

ITM_MFG_GTIN_SP

Assign a GTIN to the item-UOM combination using a locally owned EAN/UCC Company Prefix (manufacturer).

Click the Global Trade Item Number link on the Units of Measure page.

Price Adjustment Page

PRICE_ADJUSTMENT

Define the rules that the system should follow when calculating the supplier-adjusted price from the supplier's base price. You can define effective-dated adjustment rule sequences for each item-supplier combination.

Click the Price Adjustment link on the Maintain Items page.

Price Adjustment Details Page

PRICE_ADJUST_DTLS

Define the quantities and adjustment methods for each of the price adjustment rules.

Access the pages in the Price Adjustment component, and then select the Price Adjustment Details tab.

Purchasing Attributes Page

ITM_TBL_PUR

Enter basic purchasing information for an item.

Click the Purchasing Attributes link on the Maintain Items page.

Item Specifications Page

ITEM_SPEX_PUR

Record standard details about the item. You can send these specifications to the supplier using the purchase order.

Click the Item Specifications link on the Purchasing Attributes page.

Packing Details Page

ITM_PKG_PUR_SEC

ITM_VUOM_PKG_SEC

Enter packing volume and weight information for the item.

When accessed from the Supplier's UOM and Pricing Info (supplier's unit of measure and pricing information) page, the Packing Details page also enables you to define item package dimensions, which can be useful if item package dimensions vary by supplier.

Click the Packing Details link on the Purchasing Attributes page.

VAT Defaults Setup (value-added tax defaults setup) Page

VAT_DEFAULTS_DTL

Enter VAT defaults for this item into the VAT hierarchy tables.

Click the VAT Default link on either the Purchasing Attributes page or the Purchasing Business Unit Attributes page.

VAT Service Treatment (value-added tax service treatment) Page

VAT_DEFAULTS_DTL

Enter service-related VAT defaults for this item into the VAT hierarchy tables.

Click the VAT Service Treatment Setup link on either the Purchasing Attributes page or the Purchasing Business Unit Attributes page.

Purchasing Attributes - Purchasing Controls Page

ITM_TBL_PUR2

Specify matching and receiving defaults for the item.

Define sourcing controls and miscellaneous controls and options for the item.

Set price tolerance defaults for purchased items. These tolerances are populated based on the category of the item. You can override them during online item setup.

Use these tolerances in conjunction with the price-change exception-rule. Item Load processes compare new item and supplier prices in the Item Loader staging table to the previous item and supplier price. If the new price exceeds tolerances, the system generates an exception.

Access the pages in the Purchasing Attributes component, and then select the Purchasing Controls tab.

Purchasing Business Unit Attributes Page

ITM_BU_PUR

Define item attributes by business unit.

If you do not specify tolerance values for the business unit, the system uses tolerance values that are defined for the purchasing attributes of the item.

When you access this page to specify business-unit specific attributes, tolerance values are derived from the purchasing attributes of the item. To define zero tolerances on this page, you must clear the tolerance fields manually.

If you access this page and enter a business unit, but do not enter any values and click OK to quit the page, the system uses tolerance values from the purchasing attributes to create business-unit specific values. Click Cancel instead to avoid this situation.

The fields on this page match those on the Purchasing Attributes page and on the Purchasing Definition - Business Unit Options page.

This page is not available unless at least one of the PeopleSoft Purchasing business units has the Allow Business Item Attributes option selected on the Purchasing Definition - Business Unit Options page.

Click the BU Attributes (business unit attributes) link on the Purchasing Attributes - Purchasing Controls page.

Purchasing Attributes - Item Supplier Page

ITM_VENDOR

Establish and update prioritized item-supplier combinations.

Access the pages in the Purchasing Attributes component, and then select the Item Supplier tab.

Supplier Search Page

VENDOR_LOOKUP_SEC

Search for suppliers.

Click the Supplier Lookup link on the Purchasing Attributes - Item Supplier page.

Supplier's UOM and Pricing Info (supplier's unit of measure and pricing information) Page

ITM_VENDOR_UOM

Establish valid units of measure to use when ordering the item from the supplier and to establish the pricing information for each valid UOM.

Click the Item Supplier UOM (item supplier unit of measure) link on the Purchasing Attributes - Item Supplier page.

Effective Dated UOM (effective dated unit of measure) Page

ITM_VNDR_UOMCHG

Enter effective-dated conversion rate changes along with the packing detail information.

Click the Effective Dated UOM link on the Supplier's UOM and Pricing Info page.

Update Purchase Order Page

PO_EDUOM_UPDPO_SEC

Update existing purchase order schedules with the new effective-dated UOM conversion rate changes.

Click the Update PO link on the Supplier's UOM and Pricing Info page or the Effective Dated UOM page.

Maintain Purchase Order - Purchase Order Page

PO_LINE

Maintain the purchase order and all of its details.

Click the PO Number link on the Update Purchase Order page.

Supplier's Manufacturer Info (supplier's manufacturer information) Page

ITM_VENDOR_MFG

Record the authorized manufacturers for an item-supplier combination.

Click the Supplier Item MFG (supplier item manufacturer) link, on the Purchasing Attributes - Item Supplier page.

Supplier Item Return Fees Page

ITM_VND_RTV_FEE

Add fees that were charged by the supplier for returning this item.

Click the Return to Supplier Fees link on the Purchasing Attributes - Item Supplier page.

Item Supplier Contracts Page

ITM_VNDR_CNTRCT

View all contracts for any specified item and supplier combination.

Click the Item Supplier Contracts link on the Purchasing Attributes - Item Supplier page.

Purchasing Kit Definition Page

PURCH_KIT_TBL

Define purchasing kits.

Click the Purchasing Kits link on the Maintain Items page.

eProcurement New Item Request Page

PV_ITEM_REQUEST

Approve or deny a new item request.

To add and approve a new item request, indicate the SetID and item ID, and click the Create Item Notification button.

Click the eProcurement New Item Request link on the Maintain Items page.