Correcting Purchasing Requisition Loader Process Errors
This section provides an overview of the Purchasing Requisition Loader error processing.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PO_REQLOAD_RQST |
Review and correct Purchasing Requisition Loader process data for the external form and purchasing batch system sources. For other system sources, errors are set as statuses on source records. Access the source document directly to correct data. |
|
|
Description Page |
PO_REQLOAD_DESCR |
Enter and view descriptions for a specific item. The item description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Description page. |
|
Asset Information Page |
REQ_LOAD_ASSET |
Enter asset information for an eligible item. |
|
Comments Page |
REQ_LOAD_CMT1 |
View and enter comments for specific requisitions. |
|
Category Search Page |
CAT_SEARCH_SEC |
Search for and select an appropriate category ID for the item when entering an improvised item. The search for the category ID is done using a category hierarchy tree. |
|
REQ_LOAD_OVADDR |
Enter or edit override address information that is carried over with the requisition from the PO_REQLOAD_RQST table. |
|
|
View Category Hierarchy |
CAT_PARENTAGE_SEC |
View information about where a category resides in the entire catalog tree hierarchy. |
During processing, the Purchasing Requisition Loader process, like other processes, writes messages to the PeopleSoft Application Engine trace log. If an error occurs that terminates the Purchasing Requisition Loader process before it creates the new requisition, you must review the log, correct the error that is indicated on the Requisition Loader Request page, and restart or rerun the Purchasing Requisition Loader process.
If the item ID on a purchase request is not a valid PeopleSoft Purchasing item, the purchase request line status is set to Error. To correct this error, go to the system source.
See the product documentation for PeopleTools: Application Engine
Use the Requisition Loader Request page (PO_REQLOAD_RQST) to review and correct Purchasing Requisition Loader process data for the external form and purchasing batch system sources.
For other system sources, errors are set as statuses on source records. Access the source document directly to correct data.
Navigation:
Requisition Tab
Field or Control |
Description |
|---|---|
Status |
Displays the current status of the purchase request transaction. After you make any necessary corrections on this page, change the status from Error to Active, then save the page. When you change the status to Active, the purchase request transaction becomes available to be picked up by the Purchasing Requisition Loader process. |
Item ID |
Displays the ID number for the requisitioned item. If the purchase request has an incorrect item ID, you must correct the item ID to save the page. If the purchase request does not have an item ID, enter a requisition quantity, unit of measure, price, and category in order to save the page. |
Price Tab
Select the Price tab.
Field or Control |
Description |
|---|---|
Ship To Customer |
Displays the ship to customer ID that is assigned to the requisition line. For system sources of BPO, a value in this field indicates that the order should be shipped directly to a customer. |
IN Unit (PeopleSoft Inventory business unit) |
Displays the PeopleSoft Inventory business unit that is assigned to the requisition line. |
Revision |
Displays the manufacturer's product revision number of the requested item. If the ship to is a PeopleSoft Inventory business unit, and the item is under revision control in that business unit, the revision defaults to that effective on the due date. |
Req Qty (requisition quantity) |
Displays the requisition quantity. If no requisition quantity appears, you must enter a value here. |
Calc Price (calculate price) |
Select this check box if you want the requisition price to be recalculated for the purchase order by the PO Calculations process (PO_POCALC). |
Chartfields Tab
Select the Chartfields tab.
All the fields on this tab are optional and are used only if they are supplied by the system source from which the information is being loaded.
Field or Control |
Description |
|---|---|
Currency |
The value in this field appears by default from the Requester Setup page (REQUESTOR_TBL) if the business unit enables multicurrency requisitions. If the business unit does not allow multicurrency requisitions, the currency field value is populated from the business unit. You cannot override this value on this page. This currency is referred to as the requisition transaction currency. If there is no currency set up in the requester table, it appears by default from the business unit. |
Location |
Enter the internal item delivery location for this requisition line. The value in this field is the internal destination of the requested items. |
GL Unit (PeopleSoft General Ledger business unit) |
Displays the PeopleSoft General Ledger business unit that is charged for the requisitioned items. The PeopleSoft General Ledger business unit appears by default from the requisition business unit. |
Entry Event |
Correct any errors resulting from invalid entry event codes that are loaded from external sources. Any value that is selected here is overridden if there is an entry event code selected on the Requisition Loader Defaults - Overrides and Options page. |
Ult Use Code (ultimate use code) |
Select the ultimate use code. In some situations, the ultimate use of an item alters the sales and use taxes that a business unit must pay. The system calculates the sales and use tax based on the tax authority and the ultimate use codes that are established on the Ultimate Use Code page. |
Entered By |
Displays the user ID of the person who entered the requisition. |
Use the Comments page (REQ_LOAD_CMT1) to view and enter comments for specific requisitions.
Navigation:
Click the Comments link on the Requisition Loader Request page.
Field or Control |
Description |
|---|---|
Comment Type |
Select a comment type. Types are: Header: Comments are designated as requisition header comments and are accessible from the Maintain Requisitions - Requisitions page. Line: Comments are designated as requisition line comments and are accessible from the Maintain Requisitions - Requisitions page. |
Allow Modify Comments |
Select this check box to enable other users to modify these comments. |
Send to Supplier |
Select this check box to send these comments to suppliers. |
Shown at Receipt |
Select this check box to have these comments appear on the receipt documents. |
Shown at Voucher |
Select this check box to have these comments appear on the voucher. |
Use the Override Address page (REQ_LOAD_OVADDR) to enter or edit override address information that is carried over with the requisition from the PO_REQLOAD_RQST table.
Navigation:
Click the Override Address link on the Requisition Loader Request page.
The address information that you enter on this page should not necessarily be the customer address, if a ship to customer ID is supplied. The override address information could be almost any other address, from an alternate customer address to a mailbox stop where a service technician can pick up a part that is needed to perform a repair.