PeopleSoft Purchasing Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding Product documentation.

PeopleSoft Purchasing also provides component interfaces to help you load data from your existing system into PeopleSoft Purchasing tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
ITM_MFG_UPN	ITM_MFG_UPN_CI	See Using Universal Item Identifiers.
ITM_SHIPTO_VNDR	ITM_SHIPTO_VNDR_CI	See Selecting Suppliers Based on Item Ship To and Item Supplier Locations.
LOCATION_TBL	LOCATION_TBL_CI	See Defining Ship To Locations.
PURCH_ITEM_ATTR	PURCH_ITEM_ATTR_CI	See Defining Purchasing Item Attributes.
REQUESTOR_TBL	REQUESTOR_TBL_CI	See Defining Requesters.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Application Fundamentals Documentation, with information about where to find the most current version of each.

PeopleSoft Events and Notifications Framework

As your organization processes the continuous stream of transactions within your PeopleSoft system, the events and notifications framework enables you to monitor the transaction flow and alert your organization to any errors, changes, and stalled transactions. The messages generated by the events and notifications framework can notify you of the problem, give you a detailed description of the issue, and provide a link to the PeopleSoft page where you can resolve it.

One of the ways to use the events and notifications framework is to create PeopleSoft Queries on one or more PeopleSoft tables, add the alert using the Alert Setup component, and then complete the alert setup steps. This method enables you to monitor data within a PeopleSoft table; for example, searching for stalled transactions, instead of looking at the results of a PeopleSoft process. When the Alerts process (EOEN_ALERT) is run, the PeopleSoft table is queried and the alert messages can be generated. These messages can be routed to the appropriate person (PeopleSoft user or non-PeopleSoft user) using an email, a PeopleSoft worklist entry, an XML message, or the PeopleSoft Notification Dashboard.

For the PeopleSoft Purchasing application, sample data includes the following PeopleSoft notifications that have been setup to work with the events and notifications framework. These notifications may require minor modifications to work in your environment. You can also copy and alter these notifications to create new alert messages.

Process Name	Process Category	Description
PO_SHIPTO_MULT	NOTIFY_BUYER	Notify Buyer of PO retains multiple Ship To’s
PO_RQSRCD_NOTIFY	NOTIFY_REQUESTOR	Notify requestor that Requisition has been sourced to a PO
PO_CHNG_NOTIFY	NOTIFY_REQUESTER	Notify requester of PO reject
PO_PEGGING	BREAK	Pegged PO break
PO_PEGGING	CANCEL	Pegged PO cancel
PO_PEGGING	CLOSE	Pegged PO close
PO_PEGGING	DTE_RESCH_IN	Pegged PO data reschedule in
PO_PEGGING	DTE_RESCH_OUT	Pegged PO data reschedule out
PO_PEGGING	HARD_PEG_QTY_CHANGE	Hard Peg quantity change
PO_PEGGING	QTY_DECREASE	Pegged PO quantity decrease
PO_PEGGING	QTY_INCREASE	Pegged PO quantity increase
PO_RTV_NOTIFY	NOTIFY_INV_MGR_ADJ	Notify RTV Inventory Adjustment
PO_RTV_NOTIFY	NOTIFY_INV_MGR_ISSUE	Notify RTV Express Issue
PO_RTV_NOTIFY	NOTIFY_INV_MGR_MSR	Notify RTV Inventory Fulfill
PO_VRBT_NOTIFY	NOTIFY_CLAIMS_MGR	Claims notification
PO_VRBT_NOTIFY	NOTIFY_REBATE_MGR	Rebate Manager Notify
PO_VRBT_NOTIFY	NOTIFY_SETTLEMENT_MGR	Settlement Manager Notify

For more information on Notification Framework, see PeopleSoft Events and Notifications Framework Overview.