Defining Purchasing Requisition Loader System Sources

Inventory System Source

When running the Purchasing Requisition Loader process, you can have it query the PeopleSoft Inventory system source (REPLEN_RQST_INV table) for inventory items that require replenishment. To have the process query this table, select a system source field value of BIN (inventory batch) on the Requisition Loader page.

The Purchasing Requisition Loader process retrieves PeopleSoft Inventory requisitions in Ready status. While the Purchasing Requisition Loader process is processing the inventory requisition, the inventory requisition is in a process status. Once the Purchasing Requisition Loader process successfully creates a requisition for the inventory requisition, the inventory requisition is in Processed status. If the item ID is not a valid PeopleSoft Purchasing item, the inventory requisition schedule status is set to Error.

The Purchasing Requisition Loader process requires a default account code, which you set up on the Requisition Loader Defaults - Req Loader Defaults page. The value that you define populates the account code on the requisition's distribution lines. This is typically defined with an accrued liability account rather than the expense or inventory account when the Purchasing Requisition Loader process loads replenishment requisitions from PeopleSoft Inventory. Because these replenishment requests will be putaway into inventory, the Inventory Accounting Line generation process determines the appropriate inventory account for the putaway transaction, and the offset accounting information originates from the Requisition's General Ledger ChartFields. In addition, the DISTRIB_TYPE field can be populated from the replenishment request, carried through PeopleSoft Purchasing, and passed back to PeopleSoft Inventory with the receiving transactions. The information is then passed to PeopleSoft Cost Management, which creates the appropriate PeopleSoft General Ledger transactions. The offset account information, which is in the PeopleSoft General Ledger ChartFields on the purchase order, is populated by PeopleSoft Payables and used on the voucher transactions to offset the actual AP Liability when the voucher is posted.

Order Management System Source

When running the Purchasing Requisition Loader process, you can have it query the PeopleSoft Order Management system source (ORD_SCHEDULE table) for order line items that require direct shipment from the supplier to the customer. To have the process query this table, select a system source field value of BOM (order management batch) on the Requisition Loader page.

The Purchasing Requisition Loader process retrieves direct shipment purchase requests that meet the following criteria:

Field	Field Value
TRFT_SRC_TYPE IN_FULFIlL_STATE TRFT_DISPOSITION or TRFT_SRC_TYPE IN_FULFIlL_STATE TRFT_DISPOSITION	3 (New Requisition) 10 (Pending) 2 (Direct Receipt) or 3 (New Requisition) 10, 70 (Pending, Depleted) 1 (Direct Ship)
ORD_SCHEDULE.ORD_SCH_STATUS	O (open)
ORD_SCHEDULE.PO_DISTRIB_STATUS	1 (active)
ORD_SCHEDULE.PO_HOLD_FLAG	N (no)

If the special handling check box (SPEC_HANDLE_CODE) is selected on the order schedule, the Purchasing Requisition Loader process uses the shipping method code (SHIP_TYPE_ID) and carrier ID (CARRIER_ID) on the order schedule for the requisition schedule. The same shipping method and carrier ID information is used on the purchase order. If the purchase request is for a configured product, the Purchasing Requisition Loader process also retrieves the configuration code (CONFIG_CODE) and template ID (TEMPLATE_ID). Each requisition line generated carries the ship to customer ID (SHIP_TO_CUST_ID) from the PeopleSoft Order Management sales order.

While the Purchasing Requisition Loader process is processing the direct shipment purchase requests, the direct ship from supplier schedule is in In Process status. Once the Purchasing Requisition Loader process successfully creates a requisition for the purchase request, the direct ship from supplier schedule status changes to Processed. If the item ID is not a valid purchasing item, the Purchasing Requisition Loader process changes the schedule status to Error. The Purchasing Requisition Loader process updates the PeopleSoft Order Management sales order with the requisition information. View the requisition in PeopleSoft Order Management on the Shipment Schedules page.

Note:

Direct ship from supplier orders are not eligible for receiving in PeopleSoft Purchasing because they are normally sent directly to a customer site and received there.

Project Costing System Source

When running the Purchasing Requisition Loader process, you can have it query the PeopleSoft Project Costing system source (PROJ_RESOURCE table) for PeopleSoft Project Costing purchase requests. To have the process query this table, select a system source field value of PPC (project costing online entry page) on the Requisition Loader page.

The Purchasing Requisition Loader process retrieves PeopleSoft Project Costing purchase requests that meet the following criteria:

Field	Field Value
DEFAULT_ANALYSIS_TYPE	REQ (required)
PO_DISTRIB_STATUS	1 (active)

While the Purchasing Requisition Loader process is processing the PeopleSoft Project Costing purchase request, the Project Costing order is in In Process status. Once the Purchasing Requisition Loader process creates requisitions from the PeopleSoft Project Costing purchase request, it adds a requisition ID to each of the requisition transactions on the PROJ_RESOURCE table. It also changes the PO_DISTRIB_STATUS of the requisition transactions on the PROJ_RESOURCE table to Processed.

Maintenance Management System Source

When running the Purchasing Requisition Loader process, you can have it query the PeopleSoft Maintenance Management system source (WM_WO_SCHED_PO table) for description only or non-inventory line items that need to be sourced through PeopleSoft Purchasing. To have the process query this table, select a system source field value of WM (Maintenance Management) on the Requisition Loader page.

The Purchasing Requisition Loader process retrieves PeopleSoft Maintenance Management requisitions in Ready to Stage status (WO_REQ_STATUS). While the Purchasing Requisition Loader process is processing the maintenance management requests, the maintenance management requisition status is In Process. Once the Purchasing Requisition Loader process successfully creates a requisition for the maintenance management requisition, the maintenance management requisition is in Complete status.

The Purchasing Requisition Loader process retrieves the PeopleSoft Maintenance Management procurement distribution rows if the item is non-inventoried or open description. It then copies the distribution rows to the requisition. It also copies the project business unit, project, and project activity from the work order.

Plus, the process will clear the asset information for distributions that are associated with PeopleSoft Maintenance Management work orders because requisitions associated with work orders cannot be designated for PeopleSoft Asset Management.

External System Sources

External system sources for the Purchasing Requisition Loader process include third-party systems, PeopleSoft Integrated FieldService, and PeopleSoft Purchasing. Each of these external system sources stages requisition data to the PO_REQLOAD_RQST table.

The following table lists the system source field values that designate external systems sources on the Requisition Loader page:

External System Source	System Source Field Value
PeopleSoft Purchasing	BPO
PeopleSoft CRM FieldService	BPO
Third-party data source	FRM (external form)