Delivered Source Transaction Types for Purchasing

PeopleSoft Purchasing delivers seven source transaction types for use in PeopleSoft Purchasing. This table illustrates the delivered source transactions types along with their selection criteria (header record field name and field value) that the system uses for selecting source transactions for budget-checking.

Note:

You can modify the selection criteria for these source transaction types but special care should be taken when performing the modifications. These modifications are best done by programmers with extensive experience in PeopleSoft application code.

Source Transaction Types

This table illustrates the delivered source transaction types for use with PeopleSoft Purchasing:

Source Transaction Type	Selection Criteria (Field Name and Field Value Pertaining to Header Record)	Interpretation of Selection Criteria
REQ_PREENC (requisition pre-encumbrance)	REQ_STATUS = A (approved) REQ_STATUS = C (closed) REQ_STATUS = X (canceled) REQ_STATUS = LA (line approved) HOLD_STATUS = N POST_DOC = Y	Requisitions that meet this criteria will be budget checked: requisitions that are not on hold, requisitions with valid ChartField combinations, and those requisitions with a status of approved, closed, canceled, and line approved. Note: The line approved status is only applicable if you are using the PeopleSoft eProcurement application. If you do not require approval before budget checking, then you could modify the selection criteria and enter a REQ_STATUS = PA (pending approval), and perhaps O (open).
REQ_PRECNP (requisition - non-prorated)	REQ_STATUS = A (approved) REQ_STATUS = C (closed) REQ_STATUS = X (canceled) REQ_STATUS = LA (line approved) HOLD_STATUS = N POST_DOC = Y BUDGET_STATUS = V (valid)	Non-prorated value adjustments (REQ_PRECNP) selection criteria should be the same as requisition pre-encumbrance (REQ_PREENC) selection criteria. If you modify the selection criteria for one source transaction type you should also modify the selection criteria for the other source transaction type.
PO_POENC (purchase order - encumbrance)	PO_STATUS = A (approved) PO_STATUS = C (closed) PO_STATUS = X (canceled) PO_STATUS = D (dispatched) PO_STATUS = PX (pending cancel) HOLD_STATUS = N POST_DOC = Y (ChartField combinations are valid)	Purchase orders that meet this criteria will be budget checked: purchase orders that are not on hold, purchase orders with valid ChartField combinations, and those purchase orders with a status of approved, closed, canceled, dispatched, and pending cancel. If you do not require approval before budget checking, then you could modify the selection criteria and enter a PO_STATUS = PA (pending approval), and perhaps O (open).
PO_POENCNP (purchase order encumbrance - non-prorate item)	PO_STATUS = A (approved) PO_STATUS = C (closed) PO_STATUS = X (canceled) PO_STATUS = D (dispatched) PO_STATUS = PX (pending cancel) HOLD_STATUS = N POST_DOC = Y	Non-prorated value adjustments (PO_POENCNP) selection criteria should be the same as purchase order encumbrance (PO_POENC) selection criteria. If you modify the selection criteria for one source transaction type you should also modify the selection criteria for the other source transaction type.

Source Transaction Type

Selection Criteria (Field Name and Field Value Pertaining to Header Record)

Interpretation of Selection Criteria

REQ_PREENC

(requisition pre-encumbrance)

REQ_STATUS = A (approved)

REQ_STATUS = C (closed)

REQ_STATUS = X (canceled)

REQ_STATUS = LA (line approved)

HOLD_STATUS = N

POST_DOC = Y

Requisitions that meet this criteria will be budget checked: requisitions that are not on hold, requisitions with valid ChartField combinations, and those requisitions with a status of approved, closed, canceled, and line approved.

Note: The line approved status is only applicable if you are using the PeopleSoft eProcurement application.

If you do not require approval before budget checking, then you could modify the selection criteria and enter a REQ_STATUS = PA (pending approval), and perhaps O (open).

REQ_PRECNP

(requisition - non-prorated)

REQ_STATUS = A (approved)

REQ_STATUS = C (closed)

REQ_STATUS = X (canceled)

REQ_STATUS = LA (line approved)

HOLD_STATUS = N

POST_DOC = Y

BUDGET_STATUS = V (valid)

Non-prorated value adjustments (REQ_PRECNP) selection criteria should be the same as requisition pre-encumbrance (REQ_PREENC) selection criteria.

If you modify the selection criteria for one source transaction type you should also modify the selection criteria for the other source transaction type.

PO_POENC

(purchase order - encumbrance)

PO_STATUS = A (approved)

PO_STATUS = C (closed)

PO_STATUS = X (canceled)

PO_STATUS = D (dispatched)

PO_STATUS = PX (pending cancel)

HOLD_STATUS = N

POST_DOC = Y (ChartField combinations are valid)

Purchase orders that meet this criteria will be budget checked: purchase orders that are not on hold, purchase orders with valid ChartField combinations, and those purchase orders with a status of approved, closed, canceled, dispatched, and pending cancel.

If you do not require approval before budget checking, then you could modify the selection criteria and enter a PO_STATUS = PA (pending approval), and perhaps O (open).

PO_POENCNP

(purchase order encumbrance - non-prorate item)

PO_STATUS = A (approved)

PO_STATUS = C (closed)

PO_STATUS = X (canceled)

PO_STATUS = D (dispatched)

PO_STATUS = PX (pending cancel)

HOLD_STATUS = N

POST_DOC = Y

Non-prorated value adjustments (PO_POENCNP) selection criteria should be the same as purchase order encumbrance (PO_POENC) selection criteria.

If you modify the selection criteria for one source transaction type you should also modify the selection criteria for the other source transaction type.

WARNING:

You should not modify the selection criteria for these source transaction types:

PO_PROCARD (procurement card)
PO_RAENC (receipt accruals - encumbrance)
PO_RAEXP (receipt accruals - expense)