Refining Purchasing Details
This topic discusses how to review and maintain POs.
Page Name |
Definition Name |
Usage |
---|---|---|
PL_PO_HDR |
Review and maintain parameters for POs, such as the purchase options, suppliers, and PO line schedules. |
|
PL_PLN_PO |
Review and maintain planned POs. You can add a new order for required materials, and change the quantities and delivery dates to meet forecasted demand. |
|
PL_PO_HDR_C |
Review closed POs. |
Field or Control |
Description |
---|---|
Approved |
Select to approve the PO manually. The system sends the PO back to the transaction system as an approved order and bypasses the approval logic in the Post Updates process. |
Configuration Code |
A non-active field that is related to a deprecated product. |
Frozen |
Select to change the status of the purchase order to frozen; solvers do not reschedule or cancel frozen purchase orders. |
Include Quantity |
Select to include the PO in all of the planning functions. The system populates this field by default. This option enables you to load an order in PeopleSoft Supply Planning and ignore the order during simulations. If you do not include purchase quantities, the order appears on the corresponding maintenance page only; the order does not appear on workbenches or reports and is ignored by solvers. |
Use the Purchase Orders page (PL_PO_HDR) to review and maintain parameters for POs, such as the purchase options, suppliers, and PO line schedules.
Navigation:
Note: You cannot add or delete a PO, PO line, schedule, or distribution on this page.
Common Information
Field or Control |
Description |
---|---|
PO Date (purchase order date) |
Displays the date that you created the PO. |
PO Type (purchase order type) |
Displays the type of PO. This is used for informational purposes. |
PO Status (purchase order status) |
Displays the status of the entire PO. Values include: Initial, Open, Pending Approval, Approved, Dispatched, Canceled, and Complete. |
Location |
Displays the primary supplier location. |
Buyer |
Displays the name of the buyer on the PO. |
Line |
Displays the PO line. PO lines contain information such as the item ID, item description, category, and quantity. You can access schedules and distributions through the PO line. |
Schedule |
Every PO line has one or more due dates and external delivery locations carried on a schedule. In PeopleSoft Purchasing, you create a schedule for each unique delivery address and due date. |
Distribution Line |
Distribution lines contain information about how the item quantity charges and internal delivery locations. Distributions also contain interface information for PeopleSoft Inventory, Project Costing, Order Management, and Asset Management. You can have more than one distribution for each schedule. |
Schedules
Select the Schedules tab.
Field or Control |
Description |
---|---|
Due Date/Time |
Displays the date that the transaction system expects to receive the distribution. |
Planning Due Date/Time |
Displays the current scheduled date on which planning intends to receive the distribution. |
Lead Time |
Displays the number of days it takes to get inventory from the supplier. |
Release Date/Time |
Displays the date that you must dispatch the PO to get the receipt by the due date and time. |
Quantities
Select the Quantities tab.
Field or Control |
Description |
---|---|
Quantity Base |
Represents the initial quantity specified on the PO in the item's standard UOM. This field is required. |
Received Base |
Displays the quantity received and put away into PeopleSoft Inventory. |
Returned Base |
Displays the quantity returned to the supplier for replacement. |
Remaining Quantity |
Displays the outstanding supply due from the supplier. The system calculates this value as round down (quantity base * purchase yield) received base + returned base. |
Details
Select the Details tab.
Field or Control |
Description |
---|---|
Status |
You can change the PO line status to Active or Canceled. |
Inventory Pegging
Select the Inventory Pegging tab.
Field or Control |
Description |
---|---|
Peg Status |
Displays the pegging status of the line item.
|
Field or Control |
Description |
---|---|
Peg Details |
Click the link to display the pegged demand information. This column will only be available if the Peg Status is Open or Completed. |
Use the Planned Purchase - Orders page
Navigation:
Field or Control |
Description |
---|---|
Planning Sequence Number |
Represents the numbering scheme that the system uses to keep planned orders in the Planning Instance table synchronous with those in the transaction system. Each time that you run the Load Planning instance processing regeneration mode, the process initializes the next available planning sequence number to zero. The process resequences all of the planned orders that exist in the transaction system when inserting them into the Planning Instance table. After inserting all of the orders into the table, the process updates the next available planning sequence number on the Planning Instance table to equal the last planning sequence number used plus one. As the system inserts new planned orders in the planning instance, the system increments the planning sequence number for each new record. |
Status |
Displays the current status for the planned PO. Values are:
|
Due Date/Time |
Represents the day that you except to receive the inventory. |
Release Date/Time |
Displays the day that you must dispatch the order to receive the inventory on the due date and time. |
Lead Time |
Displays the number of days that it takes to get inventory from the supplier. |
Quantity |
Represents the initial PO quantity. This field is required. |
Remaining Quantity |
Represents the outstanding supply due from the supplier. The system calculates this value as round down (quantity * purchase yield). |
Spot Buy |
Designates if the item is a spot buy item, which can be sourced by soliciting bids for a required quantity and date. |
Use the Closed Purchase Order page (PL_PO_HDR_C) to review closed POs.
Navigation:
The Closed Purchase Order page enables you to view the details of closed purchase orders. You can use this information to calculate supplier shipments when considering supplier capacity. For example, if supplier capacity for an item is 100 for the month of January, you can view the Closed Purchase Order page to take into account a closed PO for a quantity of 25 that you received during the first week of January.