Loading Staged Purchase Order Requests from PeopleSoft Supply Planning and Manufacturing

This section provides an overview of the PO Stage Load process and discusses how to Load Staged Purchase Order Requests

Page Name

Definition Name

Usage

PO Stage Load Page

RUN_PO_POSTAGE

Enter the selection criteria for the PO Stage Load process and to run the process.

The PO Stage Load process looks for purchase order requests in PeopleSoft Supply Planning and Manufacturing tables and loads them into the PeopleSoft Purchasing staging tables.

The PO Stage Load process accepts new requests from PeopleSoft Supply Planning and Manufacturing. The Change Purchase Order process (PO_POCHNG) handles change requests from PeopleSoft Supply Planning.

  • The interface between PeopleSoft Supply Planning and PeopleSoft Purchasing uses the PL_PO_PLAN_ORD table.

    The PO Stage Load process only processes rows with an approval status set to Y (yes) and a processed status set to N (no).

  • The interface between PeopleSoft Supply Planning and PeopleSoft Purchasing uses the SF_OP_LIST table.

    The PO Stage Load process only processes rows with a SUBPO_STATUS of 20 and a subcontracted setting of Y.

Before running the PO Stage Load process, establish defaults and a relationship between the PeopleSoft Inventory business unit from which the purchase order requests are coming and the PeopleSoft Purchasing business unit to which they are going. These defaults are set up on the PO Loader Defaults page.

PeopleSoft Supply Planning can generate purchasing messages containing recommendations for adding or rescheduling purchase orders. After a plan has been created and recommendations are made, the Approve Purchasing Updates (PL_POST) process creates the purchasing planning messages.

After you receive the messages, you can:

  • Review and approve the purchasing messages using the Approve Purchasing Updates component.

    This component contains pages from which you select the messages that you want to review, view the purchase order details, quantity and status details, and configuration code information, and select the messages that you want to approve.

  • Review any exception messages generated when the purchasing messages are applied using the P Review Purchasing Post Errors component.

    This component contains pages from which you select the exceptions that you want to review. Then look at the exception details, purchase order dates, and configuration code information.

  • Load the purchasing messages to PeopleSoft Purchasing using the PO Stage Load process and Change Purchase Order process, which start the process of implementing the suggestions made by the Planning engine.

Use the PO Stage Load page (RUN_PO_POSTAGE) to enter the selection criteria for the PO Stage Load process and to run the process.

Navigation:

Purchasing > Purchase Orders > Stage/Source Requests > PO Stage Load

Field or Control

Description

Inventory Unit

If you specify a PeopleSoft Inventory business unit, only items from PeopleSoft Supply Planning associated with that business unit are selected. If you leave this field blank, all PeopleSoft Inventory business units are considered.

PO Business Unit (purchase order business unit)

If you specify a PeopleSoft Purchasing business unit, only items destined for this business unit are selected. If you leave this field blank, all PeopleSoft Purchasing business units are considered.

Process Planning Requests

Select this check box to process purchase requests from PeopleSoft Supply Planning. If this check box is clear, any purchase requests from these sources are ignored.

Group POs by Item - Planning

Select this check box to break down the purchase orders into one purchase order per supplier, per item. This can be desirable if the purchase orders are very large. If this check box is clear, you can generate purchase orders with multiple lines for the same supplier. To use this check box, you must select the Process Planning Requests check box.

Purchase Order Type

Select to indicate the type of requests that you want to load. To use this option, you must select the Process Planning Requests check box. Values are:

Existing Orders: Change to an existing purchase order.

Planned Order: New planned order.

Planner Code

If you select a planner code, only items from PeopleSoft Supply Planning with this value are selected. If you do not specify a code, all values are considered. To use this option, select the Process Planning Requests check box.

Process Production Requests

Select this check box to process purchase requests from PeopleSoft Manufacturing. If this check box is clear, purchase requests from PeopleSoft Manufacturing are ignored.

Group POs by Item - Production

Select this check box to break down the purchase orders into one purchase order per supplier, per item. This can be desirable if the purchase orders are very large. If this check box is clear, you can generate purchase orders with multiple lines for the same supplier. To use this check box, you must select the Process Production Requests check box.

See the product documentation for PeopleTools: Process Scheduler