Using Purchase Order Loader Defaults and Overrides

To define Purchase Order Loader default options, use the Purchase Order Loader Defaults component (PO_LOADER_DFL).

This section discusses how to:

  • Define Purchase Order Loader defaults.

  • Enter default asset information.

  • Define Purchase Order Loader overrides and options.

The PO Stage Load process (PO_POSTAGE) loads staging tables with entries from PeopleSoft Supply Planning and PeopleSoft Manufacturing for later purchase order creation. PeopleSoft Supply Planning and PeopleSoft Manufacturing do not have all the information required to create a purchase order. The PO Stage Load process also loads staging tables with entries from purchase order change order requests. Use this component to identify new lines and schedule defaults.

The PO Loader Defaults page enables you to set default values to populate fields on purchase orders loaded by the PO Stage Load process. If information is missing, the default values populate the appropriate ChartFields.

Some purchase orders might enter the purchasing application with values that you want to change. The PO Loader Defaults - Overrides and Options page enables you to override values on loaded purchase orders with the values that you specify. No matter what the ChartField value from the source is, the override value replaces it. You can also select options on this page that affect the status of the purchase orders and how the PO Calculations process (PO_POCALC) builds them.

PeopleSoft Maintenance Management can directly create purchase order staging data for the PO Calculations process to pick up and process. Use the system source Maintenance Management to define business unit relationships. PO Loader defaults provide the mapping of a PeopleSoft Maintenance Management Business Unit to a PeopleSoft Purchasing Business Unit. PeopleSoft Maintenance Management does not use the overrides and defaults when creating the purchase order staging data.

PeopleSoft Order Management can directly create a purchase order from the Create/Update Order component. Use the system source OM Online Entry Panel (POM), to define the business unit relationships. PeopleSoft Order Management does not use the overrides and defaults when creating the purchase order.

Note: If you are loading staging tables from change requests, select PPO as the system source when you first enter the PO Loader Defaults component.

Page Name

Definition Name

Usage

PO Loader Defaults Page

PO_LOADER_DFL2

Set default values for the PO Stage Load process. Default values populate empty purchase order fields when the process runs.

Asset Information Page

PO_DFL_ASSET

Enter asset information to appear by default in appropriate loaded transactions.

The Asset Information link is not available for a Maintenance Management (WM) system source.

PO Loader Defaults - Overrides and Options Page

PO_LOADER_DFL1

Define override options for the PO Stage Load process. These values replace existing purchase order field values when the process runs.

Use the PO Loader Defaults (purchase order loader defaults) page (PO_LOADER_DFL2) to set default values for the PO Stage Load process.

Default values populate empty purchase order fields when the process runs.

Navigation:

Set Up Financials/Supply Chain > Product Related > Procurement Options > Purchasing > PO Loader Defaults > PO Loader Defaults

Field or Control

Description

System Source and Loader Bus Unit (loader business unit)

The system source and loader business unit you entered to access the page appear.

PO Loader Defaults

Field or Control

Description

Business Unit

Select the default PeopleSoft Purchasing business unit that will appear on the purchase orders. If you want to use multiple business units for the same system source, you must set up a separate Loader Bus Unit (loader business unit) for each business unit you want to use.

The GL Unit field that appears on this page is associated with the PeopleSoft Purchasing business unit that you select. The GL Unit field is not available for modification.

Requester

Select the name of the requester that will appear on the purchase orders.

Ship To

Select the default ship to business unit that will appear on the purchase orders. The system will populate this field with the default value assigned to the requester if it isn't specified.

Origin

Select the origin default value that will appear on the purchase orders.

GL Unit (PeopleSoft General Ledger business unit)

The PeopleSoft General Ledger business unit appears by default from the PeopleSoft Purchasing business unit that you selected in the Business Unit field. This PeopleSoft General Ledger business unit will appear on the distribution information for the purchase orders.

ChartFields

Select the different ChartFields that will appear as defaults on the purchase orders.

Asset Information

Click this link to access the Asset Information page where you can enter asset information for the item.

Note: This link is not available for a PeopleSoft Maintenance Management (WM) system source.

Use the Asset Information page (REQ_DFL_ASSET) to enter asset information to appear by default in appropriate loaded transactions.

Navigation:

Click the Asset Information link on the Req Loader Defaults page.

Note: This page is not available for a Maintenance Management (WM) system source.

When you consider the item on a distribution line to be an asset and plan to pass it on to the PeopleSoft Asset Management system through receiving, you must populate both the Business Unit (PeopleSoft Asset Management business unit) and Profile ID fields. When both fields contain values, the receiving business process treats the item as an asset and writes data to the PeopleSoft Asset Management staging tables. All fields entered here are passed to the PeopleSoft Asset Management system.

Field or Control

Description

Business Unit

Select a PeopleSoft Asset Management business unit.

Cost Type

Select the cost type that is incurred with the purchase of the item. Values are: C (cost), G (grant reimbursements), M (margin), R (revaluation), P (scrap on asset), and S (sales of assets).

Capitalize

Select this check box if the cost of this item is capitalized. You must enter an asset management business unit to select this check box.

Use the PO Loader Defaults - Overrides and Options page (PO_LOADER_DFL1) to define override options for the PO Stage Load process.

These values replace existing purchase order field values when the process runs.

Navigation:

Set Up Financials/Supply Chain > Product Related > Procurement Options > Purchasing > PO Loader Defaults > Overrides and Options

PO Loader Overrides

Use the PO Loader Overrides group box to set values that override the existing values provided by PeopleSoft Supply Planning, PeopleSoft Manufacturing, as well as values that are introduced to the system using purchase order change order process. These values are later staged by the PO Stage Load process (PO_POSTAGE).

Note: PeopleSoft Maintenance Management does use these overrides and options when creating purchase order staging data.

Field or Control

Description

Enable Tolerances

Select this check box to enable tolerances.

Buyer

Select a buyer who overrides the buyer associated with an item. When the purchase order is created, the override buyer appears in the corresponding field, instead of the buyer associated with the item.

% Price Tolerance Over (percent price tolerance over)

Enter the base price tolerance on a percentage over of the suggested purchase order price.

% Price Tolerance - Under (percent price tolerance under)

Enter the base price tolerance on a percentage under of the suggested purchase order price.

ChartField Status

Field or Control

Description

ChartField Status

Select the ChartField status. Statuses are: Valid or Recycled.