Updating Supplier History Dates and Amounts for Cumulative Sourcing

This section provides an overview of the Cumulative Sourcing Update Application Engine process and discusses how to run the Cumulative Sourcing Update process.

Page Name

Definition Name

Usage

Cumulative Sourcing

RUN_PO_POHISTUD

Enter the selection criteria for the Cumulative Sourcing Update process and to run the process.

The Cumulative Sourcing Update process (PO_POHISTUD) has two functions: it updates supplier history dates and recalculates amounts for cumulative split sourcing.

When you run the Cumulative Sourcing Update process (PO_POHISTUD), the process verifies whether the current date is equal to or greater than the supplier history end date for the Item Categories - Category Definition 3 page. If the current date is greater than the supplier history end date then the supplier history start and end dates are recalculated for the new period. The history end date becomes the history start date, and the new history end date is calculated by adding the number of history months to the new history start date. The month to start field is also updated to the history start date month.

The second function of the Cumulative Sourcing Update process (PO_POHISTUD) is to recalculate amounts. This function is useful if you feel the amounts are not reliable and want to recalculate them. The Cumulative Sourcing Update process can be run for one or all suppliers, and one or all categories. You can choose to force a recalculation of amounts, however, amounts are recalculated when you or the Cumulative Sourcing Update process change supplier history start and end dates.

The process calculates the total dispatched order amount for orders dated after the history start date (HIST_START_DT) for the selected suppliers and categories and stores the result on ITM_CAT_TBL.MERCH_AMT_CAT_TOT. All items within the category are included in the calculation, even if they have a different sourcing method. Only category suppliers are included in the calculation total.

This process should be scheduled at the start of the month to look for expired history periods; however, it is automatically triggered by these events:

  • You change a sourcing method to cumulative for a category.

  • You add a category supplier.

  • You delete a category supplier.

  • You change the supplier history start month.

  • You change the supplier history number of months.

Use the Cumulative Sourcing page (RUN_PO_POHISTUD) to enter the selection criteria for the Cumulative Sourcing Update process and to run the process.

Navigation:

Purchasing > Purchase Orders > Stage/Source Requests > PO Cumulative Sourcing Update

Process Request Parameters

Field or Control

Description

All Categories

Select to run the Cumulative Sourcing Update process for all categories that are set to use the cumulative split sourcing method. When selected, the SetID and Category fields are unavailable for entry.

SetID

Select the SetID of the category on which you want to run the Cumulative Sourcing Update process.

Category

Select the category on which you want to run the Cumulative Sourcing Update process.

All Vendors

Select to run the Cumulative Sourcing Update process for all the suppliers that are set to use the cumulative split sourcing method. When selected, the Supplier SetID and Supplier ID fields are unavailable for entry.

Supplier SetID

Select the SetID of the supplier for which you want to run the Cumulative Sourcing Update process.

Supplier ID

Select the supplier for which you want to run the Cumulative Sourcing Update process.

Run Controls

Field or Control

Description

Check Cumulative Period

Select this check box to look for categories that have entered a new period, update history dates, and recalculate amounts for those categories. The Process Request Parameters fields do not apply to this check box.

Force Amount Recalculation

Select this check box to force amount recalculation for the categories and suppliers that meet the process request parameters.