Purchase Order Hold Processing

To place a purchase order on hold from further processing, select the Hold From Further Processing check box on a purchase order using the Maintain Purchase Order - Purchase Order page or the Express Purchase Order - Purchase Order page. After you place a purchase order on hold, PeopleSoft Purchasing prevents you from performing these actions at all levels of the document:

  • Approving a purchase order.

  • Dispatching a purchase order.

  • Canceling a purchase order.

  • Closing a purchase order.

You will not be able to delete a purchase order at the header level, but row level deletions are permitted.

In addition, if you have indicated hold from further processing on a purchase order, you will not be able to perform the rollover processes at budget period end for that purchase order.

Note: All buttons on the purchase order become unavailable for input except for the Budget Check, Finalize Document, Undo Finalize Entire Document, Change Order, and Create Line Change buttons.

Budget Checking a Purchase Order On Hold

When you perform budget checking for a purchase order, using the actual buttons on the Maintain Purchase Order - Purchase Order page or the Budget Check Request run control page, that process is also affected by the hold from further processing functionality.

Budget checking is now determined by the selection criteria that you define as part of the Source Transaction definition for the Commitment Control Budget Processor process and whether you have selected the Hold From Further Processing check box for the purchase order. You define the Source Transaction definition selection criteria using the Source Transactions - Selection Criteria page.

A purchase order that is on hold will not be budget checked as is currently delivered in the source transaction definition. To configure the system to enable budget checking for on hold purchase orders, you need to delete the HOLD_STATUS = N selection criteria for the source transaction definitions for purchase orders.

Source Transaction

Source Transaction - Selection Criteria

Hold From Further Processing

Budget Checking

PO_POENC (purchase order encumbrance)

HOLD_STATUS = N

Selected

Budget checking will not occur.

PO_POENC

HOLD_STATUS not entered as selection criteria.

Selected

Budget checking will occur.

PO_POENC

HOLD_STATUS = Y

Selected

Budget checking will occur for only those purchase orders on hold.

PO_POENCNP (purchase order (non prorate item) encumbrance)

HOLD_STATUS = N

Selected

Budget checking will not occur.

PO_POENCNP

HOLD_STATUS not entered as selection criteria.

Selected

Budget checking will occur.

PO_POENCNP

HOLD_STATUS = Y

Selected

Budget checking will occur for only those purchase orders on hold.

Processing Not Affected When a Purchase Order is Placed On Hold

If a purchase order has the Hold From Further Processing check box selected, you will still be able to:

  • Create header and line changes.

  • Run document tolerances.

  • Run entry events.

  • Finalize the various levels of the document or the entire document and undo finalize the various levels of the document or the entire document for commitment control purposes.

    For example, if the purchase order is on hold and the requisition is not, finalizing the requisition is permitted.

  • Attach procurement cards to a purchase order on hold and process through to a voucher.

  • Create receipts and all other processes downstream from the receipt process such as, return To vendor and receipt accrual.

  • Create vouchers and all other processes downstream from the create voucher process such as, budget checking, matching, and posting.