Purchased and On-Hand Resource Requirements

When you click the Purchase/On-hand link on the Requirements page, you can identify non-inventory items that are not stored and tracked by any Inventory business units. You can also enter open description lines that contain a description of the goods or services that you want to procure for the work order. These items, along with selected tools and contracted labor and services are added to the Purchase/On-hand grid to enable users to create requisitions or purchase orders in the Schedules page of the work order. If you have to procure certain goods or services often, you can establish a non-inventory item ID for this type of procurement need and then select the item ID instead of using open descriptions to identify the item.

You can also identify on-hand items, which are goods and services that you have at your disposal, are not obtained from PeopleSoft Inventory, and do not need to be procured. You identify them to indicate that they are needed for successful completion of the work order. Lines marked as on-hand are for information purposes only and do not accumulate in the work order costs. An example of this type of item might be computer hard drives that were previously procured and needed to complete a work order. The hard drives were expensed previously but may be needed to complete the work order task. In this case, the organization does not need to rigorously track the drives in the PeopleSoft Inventory application.

A Copy from EPL button appears for Purchase/On-Hand requirements based on whether the asset identified in the work order task line has non-inventory parts or open description items defined in an equipment parts list (EPL). You click the Copy from EPL button to display a list of one or more EPL templates and a list of items associated with the default EPL template. You can select one or more items and copy them to the Purchase/On Hand Requirements rows of the work order task.

You can also select one or more non-inventory items or enter one or more open description items for a task requirement on the Purchase/On Hand Requirements grid, select the row or rows, and click the Add to EPL button to add the items to one or more EPL templates. Before you can update an EPL template, you must access the User Preferences – Maintenance Management page and select one or both of these options:

  • Allow Update Asset-default EPL

    Selecting this option enables you to add selected items only to the EPL that was selected as the default EPL for the associated asset, which was selected for the task.

  • Allow Update Non-Specific EPLs

    Selecting this option enables you to add selected items to applicable EPL templates associated with the selected asset, but not the selected asset's default EPL.

Note:

If you select both options, you can add selected items to the asset's default EPL template and any applicable EPL templates.

You can add multiple items to multiple templates, but you cannot add new EPL templates.

The Purchase/On-Hand Requirementsgrid contains three tabs:

  • A Details grid.

  • A Default settings grid.

  • An Estimates grid.

You either select an item or enter a description in the Details grid and identify whether the item or open description is categorized as labor, material, or tools. You enter the quantity needed and the unit of measure and identify whether this item will be considered on-hand in the shop (the costs are not tracked). You can also enter delivery instructions.

The default settings include the GL business unit specified in the work order business unit, and item SetID, which is derived from the work order business unit associated with the item table.

The estimated costs in the Estimated Cost grid are calculated by multiplying the planned quantity times a unit cost value, which you enter or is derived from the system. The unit cost field derives its value from the standard cost of the non-inventory item, if a standard cost has been established. If a standard cost was not established, you must enter a cost for the item. You must enter the estimated cost for open description rows.