Understanding the Purchase Order Sourcing Business Process

PO_ITM_STG

This core staging table provides line and schedule level information destined for the purchase order. The information in the table may be derived from the requisition, requests for quotes, supply planning, manufacturing, par replenishment, or contracts. Many fields on this table are work fields and should be ignored.

These fields in the PO_ITM_STG table are particularly important:

PO_STG_TYPE: R (requisition) is used for the AutoSelect Requisitions process (PO_REQSORC) or for online requisition selection when the Define purchase order option is not selected. O (other) is used for any other process.

PO_STG_ID: This is the same as the requisition ID when the PO stage type is R. This field is derived from INSTALLATION_PO.LAST_PO_STG_ID, when the purchase order stage type is O.

PO_PROCESS_ID: Indicates the process that placed the row into the staging table.

CONSOLIDATE_FLG: Indicates whether similar rows (same item and supplier) can be consolidated into a purchase order during the PO Calculations process (PO_POCALC).

OVERRIDE_SUGG_VNDR: Indicates whether or not the PO Calculations process can override the suggested supplier with the preferred supplier.

INVENTORY_SRC_FLG: Indicates whether a given row is destined for inventory demand or for a purchase order.

PO_ITM_STG_UD

The PO Calculations process takes the information from PO_ITM_STG and copies it, along with each possible supplier from whom the item can be sourced, to PO_ITM_STG_UD. Due to the addition of suppliers, PO_ITM_STG_UD may contain multiple rows for each row in PO_ITM_STG. As the PO Calculations process performs its calculations, it stores the updated information in PO_ITM_STG_UD, leaving the original request information in PO_ITM_STG untouched. Once the sourcing process is complete, the supplier and purchase order ID results update PO_ITM_STG.

PO_DISTRIB_STG

This table provides distribution information. One row is placed here for each distribution destined for the purchase order. For requisitions, the information in this table comes directly from the requisition.

PO_HDR_STG

This is an optional table built by online requisition selection, RFQs, and contract releases. It is used for manually consolidated requisitions to specify information destined for the Purchase Order Header table (PO_HDR).

B

Ready to create

Set by the sourcing workbench pages once the selected supplier is approved, or by the PO Calculations process if the auto approve option is selected. Can be changed to R (recycle) or, for some sources, to X (reset and purge).

C

Completed

Set by the Create Purchase Orders process once a purchase order has been created successfully and processing is complete. No changes are allowed.

D

Inv demand (inventory demand in process)

Indicates that the Build Inventory Demand process is running. Set by the Build Inventory Demand process once started and while processing. No changes allowed.

E

Error

Set by the PO Calculations process if any errors are found. Can be changed to R, or for some sources, to X.

I

In Process

Set by the AutoSelect Requisitions process and other processes, such as the PO Stage Load process while building the rows in PO_ITM_STG. No changes are allowed.

N

Pending (needs approval)

Set by the PO Calculations process once there are no errors and the purchase order is ready for building but still needs the supplier to be approved in the sourcing workbench pages. Can be changed to B (build), R, or for some sources, to X.

P

POCREATE in process

Indicates that the Create Purchase Orders process is running. Set by the Create Purchase Orders process once started and while processing. No changes are allowed.

R

Recycle (error recycle)

Set in the Sourcing Workbench pages once an error is reviewed and the user indicates that it should be recycled by the PO Calculations process. Can be changed for some sources to X.

S

Staged

Set by the AutoSelect Requisitions process, online requisition selection, and processes such as the PO Stage Load process once the process completes and the staged row is ready to be sourced. Can be changed for some sources to X.

V

POCALC in process

Indicates that the PO Calculations process is running. Set by the PO Calculations process once started and while processing. Can be changed to R, or for some sources, to X.

W

Warning issued

Set by the Create Purchase Orders process once a purchase order has been created but contains a warning, and processing is complete. No changes are allowed.

X

Reset and purge

Entered on the Sourcing Workbench - Selected Items page. This action is possible for some sources when the stage status is S, V, N, E, R, or B. Once the status is X, no changes are allowed.

REQ_HDR

IN_PROCESS_FLG

N (no)

REQ_HDR

HOLD_STATUS

N (no)

REQ_HDR

BUDGET_HDR_STATUS

V (valid)

REQ_LINE

IN_PROCESS_FLG

N (no)

REQ_LINE

SOURCE_STATUS

A (approved)

REQ_LINE

CURR_STATUS

A (approved)

REQ_LINE

RFQ_IND

N (no)

REQ_LINE_SHIP

BAL_STATUS

I (in balance)

REQ_LINE_DISTRIB

QTY_OPEN or AMT_OPEN

> 0 (greater than 0)