Refining Purchasing Details

This topic discusses how to review and maintain POs.

Page Name

Definition Name

Usage

Purchase Orders Page

PL_PO_HDR

Review and maintain parameters for POs, such as the purchase options, suppliers, and PO line schedules.

Planned Purchase - Orders Page

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.

Closed Purchase Order Page

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:

Supply Planning > Refine Plan > Purchasing > Purchase Orders

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.

  • Unpegged: This line item does not have pegged demand.

  • Open: This line item is pegged to demand that has yet to be fulfilled.

  • Completed: This line item is pegged to demand that has been fulfilled.

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:

Supply Planning > Refine Plan > , Purchasing > Planned Purchase Orders

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:

  • Canceled: PeopleSoft Supply Planning does not pass canceled orders back to the transaction system.

  • Planned: The system deletes all of the planned POs when you run the Material and Capacity Feasible solver in regenerative mode.

  • Firmed: The system does not delete planned orders with a status of Firmed when you run the Material and Capacity Feasible solver in regenerative mode but will cancel them. Solvers can reschedule a firmed order provided that the order is not frozen.

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:

Supply Planning > Refine Plan > Purchasing > Closed Purchase Order

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.