PeopleSoft Purchasing Setup Considerations

PeopleSoft Maintenance Management integrates with PeopleSoft Purchasing to enable users to create purchase orders or requisitions for materials, tools, and labor directly from the work order. You must install PeopleSoft Purchasing before setting up PeopleSoft Maintenance Management to create and process work orders. There are specific setup requirements related to the integration of PeopleSoft Purchasing and PeopleSoft Maintenance Management that you must perform, which include:

• Setting up the PO/Requisition Loader Defaults for PeopleSoft Maintenance Management in PeopleSoft Purchasing.

• Indicating whether you want to create a purchase order or a requisition in the work order business unit and in the User Preferences - Maintenance Management page, depending on the needs of your organization.

  The value that you select determines whether you can stage purchase orders or requisitions from the work order. You can also indicate that you do not want to select either option, in which case neither option is available for staging from the work order.

  See PeopleSoft Purchasing: Understanding the Purchasing Requisition Loader Application Engine Process (PO_REQLOAD).

  See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

  See Application Fundamentals: User Preferences - Maintenance Management Page.