Reopening Purchase Orders

This section provides an overview of the Purchase Order Reopen process and discusses how to run the Purchase Order Reopen process.

Page Name

Definition Name

Usage

Reopen POs Page

RUN_PO_REOPEN

Initiate the Purchase Order Reopen process.

The Purchase Order Reopen Application Engine process (PO_POREOPEN) gives you the ability to reopen purchase orders. To perform the Purchase Order Reopen process you need to have the authorization to do so. To enable users to be able to reopen purchase orders, you must establish their authorization using the Procurement - Purchase Order Authorizations page. Using this page you can give the user the ability to reopen purchase orders.

Using the Purchase Order Reopen process you can reopen purchase orders by:

  • Undoing changes made by the Close Purchase Orders process.

    The process reverses the effects of the Close Purchase Orders process on the most recently processed group of purchase orders.

  • Reopening any purchase order at any time.

    This process enables to reopen a range of purchase orders, a specific purchase order, or all purchase orders associated with a business unit.

Note: A purchase order that has been canceled at the header level, is not eligible for reopening.

Note: Purchase orders that were closed prior to the PeopleSoft Purchasing 9.0 release are not reopened using this functionality.

Running this process resets several values associated with the purchase order. The Purchase Order Reopen process will reset these values:

PO_HDR

Updated Value After Reopen

PO_STATUS

Value saved at close

ACTIVITY_DATE

Current Date

BUDGET_HDR_STATUS (if commitment control used)

N

KK_TRAN_OVER_FLAG (if commitment control used)

N

BUDGET_HDR_STS_NP (if commitment control used)

N (if there are non-prorated distributions)

RECV_STATUS

Value saved at close

BACKORDER_STATUS

Value saved at close

PO_LINE

Updated Value After Reopen

CANCEL_STATUS

Value saved at close

PO_LINE_SHIP

Updated Value After Reopen

CANCEL_STATUS

Value saved at close

PO_LINE_DISTRIB

Updated Value After Reopen

BUDGET_LINE_STATUS (if using commitment control)

Value saved at close

KK_CLOSE_FLAG

Value saved at close

PROCESS_MAN_CLOSE

N

DISTRIB_LN_STATUS

Value saved at close

PC_DISTRIB_STATUS

N (if PeopleSoft Project Costing is installed)

PEG_STATUS

Value saved at close (for non-inventory distributions where complete quantity < peg quantity). Pegs that were canceled or completed will be reopened. The Purchase Order Reopen process will reopen the pegs and set the PEG_STATUS to Open..

PO_LINE_DIST_NP

Updated Value After Reopen

BUDGET_LINE_STATUS (if commitment control used)

Value saved at close

KK_CLOSE_FLG

Value saved at close

PROCESS_MAN_CLOSE

N

DISTRIB_LN_STATUS

Value saved at close

Use the Reopen POs page (RUN_PO_REOPEN) to initiate the Purchase Order Reopen process.

Navigation:

Purchasing > Purchase Orders > Reconcile POs > Reopen POs

This example illustrates the fields and controls on the Reopen POs page. You can find definitions for the fields and controls later on this page.

 Reopen POs page

Note: When a purchase order has an authored contract document associated to it, certain changes that occur when reopening the purchase order could affect the authored document. You should contact the contract specialist or the buyer in case they need to update the authored document.

Field or Control

Description

Last Close PO Run

Select this option if you want to reopen the purchase orders that were closed during the last run of the Close Purchase Orders process. When you select this option, the Reopen PO Selection Criteria group box is not available.

Select POs to be Reopened (select purchase orders to be reopened)

Select this option if you want to reopen any purchase order that has already been closed. After you select this option, enter the purchase order or purchase orders you would like to reopen in the Reopen PO Selection Criteria group box.

Reopen PO Selection Criteria

Field or Control

Description

Reopen Request

Select the reopen request option. Values are:

  • Range of Documents: Select if you want to reopen a range of purchase orders. After you select this option, select the purchase order range using the Purchase Order and To fields.

  • Specific Business Unit: Select if you want to reopen the purchase orders associated with a specific business unit. After you select this option, select the business unit using the Business Unit field.

  • Specific Document: Select if you want to reopen a specific purchase order. After you select this option, select the purchase order using the Purchase Order field.

PO Date

Select a purchase order date option. Values are:

  • All: Select if you want to reopen purchase orders for all purchase order dates.

  • Range: Select if you want to reopen purchase order for a certain date range. After you select this option, select the date range using the From and To date fields next to this field.

  • Value: Select if you want to reopen purchase orders for a specific date. After you select this option, select the date using the date field next to this field.

Activity Date

Select an activity date option. Values are:

  • All: Select if you want to reopen purchase orders for all activity dates.

  • Value: Select if you want to reopen purchase orders for a specific date. After you select this option, select the date using the date field next to this field.

Supplier ID

Select the supplier ID. Purchase orders associated with that supplier will be reopened.

Buyer

Select the buyer. Purchase orders associated with that buyer will be reopened.

PO Reference

Enter the purchase order reference. Purchase orders associated with that purchase order reference will be reopened.

Accounting Date Options

Field or Control

Description

Open with Specified Accounting Date

Select this option if you want to reopen the purchase orders using the accounting date you specify. The current date appears by default in the date field but you can override it if you choose. This field only appears if you are using commitment control.

Open with Existing Accounting Date

Select this option if you want to reopen the purchase orders using the existing accounting date on the purchase orders. This field only appears if you are using commitment control.

Additional Criteria

Field or Control

Description

Reopen Associated Requisitions ?

Select this check box if you want the Purchase Order Reopen process to reopen the requisition lines that are associated with purchase orders you are requesting to be reopened.

For example, lets say you have a requisition that has five lines. You then create a purchase order associated to just one of the requisition lines. Then you close the purchase order. When you reopen the purchase order and if this check box is selected, the system will reopen just the one requisition line associated with the purchase order not the other requisition lines.

If you are using commitment control, this check box must be selected.