Generating Procurement History

This section provides an overview of the Procurement History Update Application Engine process (FS_PRCRUPD) and discusses how to run the Procurement History Update process.

Page Name

Definition Name

Usage

Update Procurement History Page

RUN_CNTL_PRCR_UPD

Set up run-control information for the Procurement History Update process and run it. This process accumulates procurement history from the transaction tables.

This process populates the history tables. It selectively accumulates procurement history for the following transactions:

  • Purchase order schedules

  • Receipt lines

  • Voucher lines

  • Payments

Run this process as often as needed to refresh procurement history periods with current data. That might be once a day or once a week, depending on transaction volume.

The history that this process builds from these data sources can be viewed by using the online procurement history analysis pages. The views appear according to the inquiry profiles that you configure.

Use the Update Procurement History page (RUN_CNTL_PRCR_UPD) to set up run-control information for the Procurement History Update process and run it.

This process accumulates procurement history from the transaction tables.

Navigation:

Purchasing > Analyze Procurement > Update Procurement Info > Update Procurement History

Field or Control

Description

Reporting Entity ID

Select the reporting entity ID. The reporting entity determines the business units for which procurement history data is generated, as well as the kinds of data that is selected.

Relative

Select this option to run this 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 if you choose to schedule history updates. After you enter relative period information and save it here, the process runs with these parameters each time that the PeopleSoft Process Scheduler submits the process.

Start - Current Period Minus

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

End - Current Period Plus

Enter the number of periods after the start of the current period at 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 for entry when you select this option.

The number of periods or specific period and year entered here must exist on the calendar tied to the reporting entity specified on the run control. If you enter a period or year not associated with the calendar for the reporting entity, the system will reset the period and year to what is on the calendar associated with the reporting entity.