Manually Constructing the Purchasing Staging Tables
This section discusses how to load the PeopleSoft Purchasing staging tables manually. However, PeopleSoft does not support this approach and is not able to offer further assistance beyond the information that is contained in this section. PeopleSoft Application Designer can provide more information about which fields are required.
These processes populate the PeopleSoft Purchasing stage tables:
Online requisition selection.
AutoSelect Requisitions.
PO Stage Load.
Requests for quotes.
Purchase Order Contracts.
Create Par Replenishment Requests.
PeopleSoft Maintenance Management integration with PeopleSoft Purchasing for purchase order creation.
Insert a row into PO_ITM_STG for each item and ship to combination:
|
Field Name |
Field Value or Description |
|---|---|
|
PROCESS_INSTANCE |
0 |
|
BUSINESS_UNIT |
Purchase order business unit. |
|
PO_STG_TYPE |
O |
|
PO_STG_ID |
INSTALLATION_PO.LAST_PO_STG_ID (Next). |
|
LINE_NBR |
Incoming line. |
|
ADD_SCHED_FLG |
N |
|
AMT_ONLY_FLG |
Y if no quantity is provided. The default is N. |
|
BAL_STATUS |
I |
|
BCKORD_ORG_SCHED |
Back order original schedule. |
|
BUSINESS_UNIT_IN |
(Optional) Normally only used by shop floor subcontracts in PeopleSoft Supply Planning. |
|
BUYER_ID |
Desired buyer ID. Can be blank but must be a valid buyer ID if entered. |
|
CALC_PRICE_FLG |
Y : If price calculation is requested. Must be Y if CONSOLIDATE_FLG is Y. The PO Calculations process expects all staged rows to be in the base currency whenever the CALC_PRICE_FLG or the CONSOLIDATE_FLG are set to Y. When CALC_PRICE_FLG is set to Y, base currency, base price, and base merchandise amount are required fields; and transaction currency, price, and merchandise amount fields are ignored. N: If no price calculation is requested. No tolerance checking is performed, because the requisition and purchase order prices will be identical. |
|
CARRIER_ID |
(Optional) |
|
CATEGORY_ID |
(Required) Incoming category ID. |
|
CHNG_SOURCE |
See translate values.
|
|
CNTRCT_ID |
Incoming contract ID if specified; otherwise, it's blank. |
|
CNTRCT_LINE_NBR |
Incoming contract line number if specified; otherwise, it's blank. |
|
CNTRCT_RATE_DIV |
Incoming contract rate divisor. Normally, used only by contract release process. The default is 1, never 0. |
|
CNTRCT_RATE_MULT |
Incoming contract rate multiplier. Normally, used only by Contract Release process. The default is 1, never 0. |
|
CNTRCT_SETID |
Incoming contract SetID if a contract is specified; otherwise, leave blank. |
|
CNTRCT_SPEC_FLG |
Y: If a contract is specified. |
|
CONFIG_CODE |
(Optional) Configuration Code. Normally, it is used only by PeopleSoft Product Configurator. |
|
CONSOLIDATE_FLG |
Y: If this PO_ITM_STG line can be merged with similar items on a purchase order. N: If this PO_ITM_STG line must be on its own purchase order. |
|
CONVERSION_RATE |
1: Used in the PO Calculations process for unit of measure conversion. |
|
CONVERT_UOM_FLG |
Y: If you want the system to convert to the supplier UOM. Must be Y if the CONSOLIDATE_FLG is Y. |
|
CP_TEMPLATE_ID |
(Optional) Configurator Product Template ID. Normally used only by PeopleSoft Product Configurator. |
|
CURRENCY_CD |
Transaction currency code. |
|
CURRENCY_CD_BASE |
(Required) Purchasing business unit base currency. |
|
DATETIME_MODIFIED |
Current DATETIMESTAMP. |
|
DESCR254_MIXED |
(Required) Incoming item description. |
|
DISTRIB_MTHD_FLG |
A or Q from requisition lines, indicating whether distributions are by amount or quantity. |
|
DOC_BUILT_FLG |
N |
|
DUE_DT |
Incoming due date if provided or null. |
|
DUE_TIME |
Incoming due time if provided or null. |
|
FREIGHT_TERMS |
(Optional) Appears by default if not specified. |
|
FROZEN_FLG |
Appears by default as N. |
|
INSPECT_CD |
(Optional) Incoming inspection code. |
|
INV_ITEM_ID |
Incoming inventory item ID. Blank if ordered by description; otherwise, it is required. |
|
INVENTORY_SRC_FLG |
Directly from REQ_LINE. Y if an inventory item, otherwise, N. |
|
ITM_ID_VNDR |
(Optional) Incoming item ID supplier. |
|
ITM_SETID |
(Required) Incoming item SetID. |
|
LEAD_TIME |
0 |
|
LIQUIDATE_METHOD |
A (amount) Q (quantity) |
|
MERCHANDISE_AMT |
Schedule merchandise amount (PRICE_PO * QTY_REQ) in transaction currency. |
|
MESSAGE_NBR |
0 |
|
MESSAGE_SET_NBR |
0 |
|
MFG_ID |
(Optional) Incoming manufacturer ID. |
|
MFG_ITM_ID |
(Optional) Incoming manufacturer item ID. |
|
MILESTONE_NBR |
Incoming milestone number. The default is 0. |
|
OP_SEQUENCE |
(Optional) Normally, used only by shop floor subcontracts in PeopleSoft Supply Planning. |
|
OPRID |
From REQ_HDR.OPRID_ENTERED_BY. |
|
OVERRIDE_SUGG_VNDR |
This is required. Y: If SUPPLIER_ID can be overridden by AutoSourcing. N: If the specified supplier must be used. |
|
PCT_UNIT_PRC_TOL |
Incoming tolerance. Ceiling for the unit price tolerance. 0 means no variance is allowed. |
|
PCT_UNIT_PRC_TOL_L |
Incoming tolerance. Floor for the unit price tolerance. 0 means no variance is allowed. |
|
PHYSICAL_NATURE |
G (goods) S (services) |
|
PO_BUILT_FLG |
Y: If purchase order is specified. N: If purchase order is unassigned or blank. |
|
PO_ID |
Normally, UNASSIGNED appears by default. It can use an existing PO_ID, if PO_HDR_STG is also provided. |
|
PO_LINE_NBR |
Work field. Leave zero. |
|
PO_PROCESS_ID |
See translate values. If you add a value, look for places in the application engine code where processing is governed by this value. |
|
PRICE_PO |
Specified price is required. PRICE_REQ appears by default. This is stated in transaction currency. |
|
PRICE_REQ |
Requested price. Required when ZERO_PRICE_FLG is N. This is stated in transaction currency. |
|
PRICE_REQ_BSE |
Specified price in base currency is required. This field is also used for tolerance checking. |
|
PRODUCTION_ID |
(Optional) Normally, used only by shop floor subcontracts in PeopleSoft Supply Planning. |
|
PUR_USR_LIN_SBR |
User-definable field. |
|
PUR_USR_SHP_SBR |
User-definable field. |
|
QTY_DEMAND |
Quantity sourced from demand. This should always be 0. |
|
QTY_REQ |
Incoming quantity requested. |
|
QTY_REQ_STD |
(Required) Same as QTY_REQ, but in standard unit of measure. |
|
RECV_REQ |
Receiving required. Values are:
|
|
RELEASE_NBR |
Incoming contract release number. The default is 0. |
|
REPLEN_OPT |
(Optional) Incoming replenishment code. |
|
REQ_ID |
Incoming requisition ID if sourced directly from a requisition (not through an RFQ). |
|
REQ_LINE_NBR |
Incoming requisition ID if sourced directly from a requisition (not through an RFQ). |
|
REQ_SCHED_NBR |
Incoming requisition ID if sourced directly from a requisition (not through an RFQ). |
|
REVISION |
Revisions. |
|
RFQ_ID |
Incoming RFQ ID. |
|
RFQ_LINE_NBR |
Incoming RFQ line number. |
|
ROUTING_ID |
(Optional) Appears by default if not specified. |
|
SCHED_NBR |
Incoming schedule sequence. |
|
SEQ_NUM |
Used for contracts. The default is 0. |
|
SHIP_TYPE_ID |
(Optional) Appears by default if not specified. |
|
SHIPTO_ID |
Incoming ship to ID. |
|
SHIPTO_SETID |
Incoming ship to SetID. |
|
SOURCE_DATE |
Date to be used for sourcing selection. The current date appears by default. |
|
SRC_METHOD |
Method to use to find supplier. Default is B for basic. |
|
STAGE_STATUS |
S (staged) |
|
SUT_BASE_ID |
(Required) Incoming sales and use tax base ID. It is usually the same as the ship to ID. |
|
SYSTEM_SOURCE |
See translate values. |
|
ULTIMATE_USE_CD |
(Optional) Incoming ultimate use code. |
|
UNIT_MEASURE_STD |
Standard unit of measure for item. UNIT_OF_MEASURE appears by default. |
|
UNIT_OF_MEASURE |
If non-standard, conversion rate must exist for the preferred supplier or the inventory item. |
|
UNIT_PRC_TOL |
Incoming tolerance. Ceiling for the unit price percent tolerance. 0 means no variance allowed. Must be expressed in base currency. Tolerance checking takes place after transaction price and base price have been calculated, and then the converted base price is compared against the original requisition price. |
|
UNIT_PRC_TOL_L |
Incoming tolerance. Floor for the unit price percent tolerance. 0 means no variance allowed. Must be expressed in base currency. |
|
SUPPLIER_ID |
Incoming supplier ID required if OVERRIDE_SUGG_VNDR is N; otherwise, it can be blank. |
|
SUPPLIER_SETID |
(Required) Incoming supplier SetID. |
|
VNDR_CATALOG_ID |
(Optional) Incoming supplier catalog ID. |
|
VNDR_LOC |
Supplier order location. Required if SUPPLIER_ID is specified. |
|
WM_WO_SBR Contains BUSINESS_UNIT_WO, WO_ID, WO_TASK_ID, RSRC_TYPE, RES_LN_NBR |
This subrecord contains PeopleSoft Maintenance Management work order business unit, work order ID, task number, resource type, and resource line number. |
|
WORK_ORDER_ID |
PeopleSoft Services Procurement work order ID. |
|
ZERO_PRICE_IND |
Must be Y if PRICE_PO on created purchase order must be 0. If this is Y, set CALC_PRICE_FLG to N. |
Optionally, insert a row into PO_HDR_STG for rows on PO_ITM_STG with the same PO_STG_TYPE and PO_STG_ID, and where CONSOLIDATE_FLG is equal to N. If PO_HDR_STG exists, all header information comes from this table; otherwise, it comes from the defaults or the purchase order assigned to the transaction during the PO Calculations process (for blanket purchase orders), if applicable. This table is optional, because it is only used to force information into the purchase order header.
|
Field Name |
Field Value or Description |
|---|---|
|
PROCESS_INSTANCE |
Can be 0 or actual value. |
|
BUSINESS_UNIT |
(Required) Purchasing business unit. |
|
PO_STG_TYPE |
(Required) Same as PO_ITM_STG. |
|
PO_STG_ID |
(Required) Same as PO_ITM_STG. |
|
PO_DT |
(Required) Desired purchase order date. |
|
PO_REF |
Desired purchase order reference. |
|
PYMNT_TERMS_CD |
(Required) Desired payment terms code. |
|
BUYER_ID |
Desired buyer ID. |
|
ORIGIN |
Desired origin. |
|
ADDRESS_SEQ_NUM |
(Required) Desired supplier order address sequence. |
|
CNTCT_SEQ_NUM |
(Optional) Desired contact sequence. |
|
SALES_CNTCT_SEQ_N |
(Optional) Desired sales contact sequence. |
|
BILL_LOCATION |
(Required) Desired bill to location. |
|
TAX_EXEMPT |
(Required) Desired tax status is Y or N. |
|
TAX_EXEMPT_ID |
Desired tax exempt ID, if applicable. |
|
CURRENCY_CD |
Desired currency code. Must be same as on PO_ITM_STG. |
|
RT_TYPE |
Desired currency rate type. |
|
RATE_DATE |
Used by the Contract Release process. All other processes should set it to purchase order date. |
|
SUPPLIER_SETID |
Specified supplier SetID (must match supplier SetID on PO_ITM_STG). |
|
SUPPLIER_ID |
Specified supplier SetID (must match supplier SetID on PO_ITM_STG). |
|
VNDR_LOC |
Specified supplier location (must match supplier location on PO_ITM_STG). |
|
PO_ID |
UNASSIGNED, blank, or actual purchase order ID. |
|
PO_BUILT_FLG |
Y if the purchase order is specified. N if the purchase order is unassigned or blank. |
|
PO_PROCESS_ID |
See translate values. If you add a value, be sure to look for places in the application engine code where processing is governed by this value. Must match PO_PROCESS_ID on PO_ITM_STG. |
|
DISP_ACTION |
Desired dispatch action. |
|
DISP_METHOD |
Desired dispatch method. |
|
PO_TYPE |
Incoming purchase order type. |
|
MATCH_ACTION |
(Optional) Controls what type of match rules you can add to this match rule control. |
|
MATCH_CNTRL_ID |
(Optional) Controls the way matching operates for voucher, purchase order, receipt, and inspection information. |
|
PAY_TRM_BSE_DT_OPT |
(Optional) Defines which date the system uses as the terms basis date for scheduling payment and determining early payment discounts. |
|
PUR_USR_HDR_SBR |
User-definable field. |
|
TERM_BASIS_DT |
(Optional) Defines the basis date for scheduling payment and determining early payment discounts. |
Insert a row into PO_DISTRIB_STG for each distribution for items on PO_ITM_STG. At least one row on PO_DISTRIB_STG must exist for each row on PO_ITM_STG.
|
Field Name |
Field Value or Description |
|---|---|
|
PROCESS_INSTANCE |
Can be 0 or actual value. |
|
BUSINESS_UNIT |
Purchasing business unit. |
|
PO_STG_TYPE |
Same as on PO_ITM_STG. |
|
PO_STG_ID |
Same as on PO_ITM_STG. |
|
LINE_NBR |
Incoming line. |
|
SCHED_NBR |
Incoming schedule sequence. |
|
DISTRIB_LINE_NUM |
Incoming distribution line number. |
|
STAGE_STATUS |
S (staged) |
|
DISTRIB_PCT |
Percent of schedule quantity. |
|
QTY_PO |
Incoming distribution quantity. |
|
QTY_REQ |
Incoming requisition quantity. |
|
CURRENCY_CD |
Transaction currency. Must be the same as on PO_ITM_STG. |
|
CURRENCY_CD_BASE |
Incoming currency code for the PeopleSoft General Ledger business unit on this distribution. This can be different from the purchase order base currency. |
|
RT_TYPE |
Desired currency rate type. |
|
RATE_MULT |
Incoming rate multiplier for conversion to PeopleSoft General Ledger business unit base currency for this distribution. Default is 1, never 0. |
|
RATE_DIV |
Incoming rate divisor for conversion to PeopleSoft General Ledger business unit base currency for this distribution. The default is 1, never 0. |
|
MERCHANDISE_AMT |
Incoming merchandise amount. |
|
LOCATION |
Incoming location. |
|
ACCOUNT |
Incoming account. |
|
ALTACCT |
Incoming alternate account. |
|
CF16_AN_SBR |
Should already be configured to the ChartFields. |
|
CHARTFIELD_STATUS |
Incoming ChartField status. |
|
BUSINESS_UNIT_GL |
PeopleSoft General Ledger business unit. |
|
BUSINESS_UNIT_REQ |
Requisition business unit (if applicable). |
|
BUSINESS_UNIT_PC |
PeopleSoft Project Costing business unit (if applicable). |
|
BUSINESS_UNIT_IN |
PeopleSoft Inventory business unit (if applicable). |
|
ACTIVITY_ID |
Incoming activity ID. |
|
ANALYSIS TYPE |
Incoming analysis type. |
|
RESOURCE_TYPE |
Incoming resource type. |
|
RESOURCE_CATEGORY |
Incoming resource category. |
|
RESOURCE_SUB_CATEGORY |
Incoming resource subcategory. |
|
REQ_ID |
Requisition ID for cross-reference if cross-referencing from the purchase order is required. |
|
REQ_LINE_NBR |
Requisition line for cross-reference if cross-referencing from the purchase order is required. |
|
REQ_SCHED_NBR |
Requisition schedule number for cross-reference if cross-referencing from the purchase order is required. |
|
REQ_DISTRIB_NBR |
Requisition distribution number for cross-reference if cross-referencing from the purchase order is required. |
|
PROFILE_ID |
Incoming asset profile ID. |
|
TAG_NUMBER |
Incoming tag number. |
|
BUSINESS_UNIT_AM |
Incoming PeopleSoft Asset Management business unit. |
|
STATISTICS_CODE |
Incoming statistics code. |
|
DISTRIB_TYPE |
From requisition line. |
|
FINANCIAL_ASSET_SW |
(Optional) |
|
CAP_NUM |
(Optional) |
|
CAP_SEQUENCE |
(Optional) |
|
EMPLID |
(Optional) |
|
COST_TYPE |
Incoming cost type. |
|
QTY_PO_STD |
Purchase order quantity in standard unit of measure. |
|
QTY_DEMAND |
Quantity sourced from demand. This should be set to 0. |
|
BUDGET_DT |
Incoming budget date. |
|
DEPTID |
Department code. |
|
ENTRY_EVENT |
Entry event code. |
|
PROJECT_ID |
Project ID code. |
|
PUR_USR_DST_SBR |
User-definable field. |
See the product documentation for PeopleTools: Application Designer Developer's Guide