Setting Up PeopleSoft Purchasing Entry Events

This section discusses how to Set Up PeopleSoft Purchasing Entry Events.

Page Name

Definition Name

Usage

Ledgers for a Unit - Definition Page

BUSINESS_UNIT_LED1

Select the general ledger detail ledger group for which you want to enable commitment control.

Ledgers for a Unit - Commitment Control Options Page

BUSINESS_UNIT_LED5

Enable commitment control for a business unit and general ledger detail ledger group.

Entry Event Page

INSTALLATION_EE

Select purchasing entry events for purchase orders, requisitions, and procurement cards.

Entry Event Defaults Page

BUS_UNIT_PM_EE

Select default entry events at the business unit level.

The link does not appear unless entry events are enabled.

Use the Entry Event page (INSTALLATION_EE) to select purchasing entry events for purchase orders, requisitions, and procurement cards.

Navigation:

Set Up Financials/Supply Chain > Install > Installation Options

Click the Entry Event link in the General Options group box.

Field or Control

Description

Purchasing

Select the entry event option for PeopleSoft Purchasing. Values are:

  • No EE (no entry event): Entry events cannot be used. Entry event fields will be hidden.

  • Optional: Entry events can be used but are not required. Entry event fields appear. Default entry event codes appear.

  • Required: You must use entry events. If the Entry Event field appears on a page, you must select a value or an error appears when you save the page.

Use the Entry Event Defaults page (BUS_UNIT_PM_EE) to select default entry events at the business unit level.

Navigation:

Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Definition

Click the Entry Event Defaults link on the Purchasing Definition - Business Unit Definition page.

Select from the available options to choose default entry event codes for purchase orders, requisitions, and procurement cards. Before selecting a default, you may need to review the defined codes.