Example of Procurement Group Transactions

This example shows how to use a procurement group to create a new asset in PeopleSoft Asset Management and how the quantities are allocated. The items in this procurement group are:

  • Commercial air conditioning units.

  • Air conditioning brackets.

  • Air conditioning filters.

  • Installation services.

The supplier for the air conditioning units is different than the supplier for the brackets and filters .

The steps are:

  1. Using the Procurement Groups page, a new procurement group ID named AC-ASSET is created.

  2. A requisition is created with four lines. The AC-ASSET procurement group ID is assigned to each of the requisition lines with the following items:

    • (Primary unit) Four commercial air conditioning units with an allocation quantity of one.

    • Eight air conditioning brackets with an allocation quantity of two.

    • Four air conditioning filters with an allocation quantity of one.

    • An amount-only requisition line for 2,000 USD of installation services with an allocation amount of 500 USD.

      Note:

      All four lines of the requisition have the same PeopleSoft Asset Management business unit and asset profile ID assigned at the distribution line level.

  3. The requisition is approved.

  4. The requisition is sourced to three separate purchase orders:

    • One purchase order for the supplier of the air conditioning units.

    • One purchase order for the supplier of the brackets and filters.

    • One purchase order for the supplier of the installation services of the AC units.

  5. The purchase orders are approved and dispatched.

  6. Two air conditioning units are received from the first purchase order and entered into the Maintain Receipts- Receiving page in PeopleSoft Purchasing.

  7. Five brackets and four filters are received from the second purchase order and entered into the Maintain Receipts- Receiving page in PeopleSoft Purchasing.

  8. 1,000 USD of installation services are performed by the service supplier and entered into the Maintain Receipts- Receiving page in PeopleSoft Purchasing.

  9. Receiver Interface Push process is run. The data is placed in the RECV_LN_ASSET table and the Asset Management Interface table (INTFC_PRE_AM) as follows:

    Asset Interface Table (INTFC_PRE_AM)

    Item Description Procurement Group ID Procurement Group Sequence Primary Unit Asset Qty Asset Amount Status

    AC unit

    AC-ASSET

    0001

    Y

    1

    		  

    Pending

    Installation of AC

    AC-ASSET

    0001

    N

    		  

    $500.00

    Pending

    AC Brackets

    AC-ASSET

    0001

    N

    2

    		  

    Pending

    AC Filters

    AC-ASSET

    0001

    N

    1

    		  

    Pending

    AC unit

    AC-ASSET

    0002

    Y

    1

    		  

    Pending

    Installation of AC

    AC-ASSET

    0002

    N

    		  

    $500.00

    Pending

    AC Brackets

    AC-ASSET

    0002

    N

    2

    		  

    Pending

    AC Filters

    AC-ASSET

    0002

    N

    1

    		  

    Pending

    AC Brackets

    AC-ASSET

    0003

    N

    1

    		  

    PO Grp Incomplete

    AC Filters

    AC-ASSET

    0003

    N

    1

    		  

    PO Grp Incomplete

    AC Filters

    AC-ASSET

    0004

    N

    1

    		  

    PO Grp Incomplete

  10. The remaining items are received and put into the Maintain Receipts- Receiving page in PeopleSoft Purchasing:

    • Two air conditioning units.

    • Three brackets

    • 1,000 USD of installation services are performed by the service supplier.

  11. Receiver Interface Push process is run. The data is placed in the RECV_LN_ASSET table and the Asset Management Interface table (INTFC_PRE_AM) as follows:

    Asset Interface Table (INTFC_PRE_AM)

    Item Description Procurement Group ID Procurement Group Sequence Primary Unit Asset Qty Asset Amount Status

    AC unit

    AC-ASSET

    0003

    Y

    1

    		  

    Pending

    AC Brackets

    AC-ASSET

    0003

    N

    1

    		  

    Pending

    Installation of AC

    AC-ASSET

    0003

    N

    		  

    $500.00

    Pending

    AC unit

    AC-ASSET

    0004

    Y

    1

    		  

    Pending

    AC Brackets

    AC-ASSET

    0004

    N

    2

    		  

    Pending

    Installation of AC

    AC-ASSET

    0004

    N

    		  

    $500.00

    Pending

    In addition, the last three rows from the first receipt (procurement group sequence 0003 and 0004) now have a status of Pending.

    If any changes are made to the receipts while the data is still in the Asset Management Interface table, the table is updated. For example, if the first receipt of filters is changed from four filters to two, then the AC filters rows for procurement group sequence 0003 and 0004 are set to the status of Retire. If the other interface rows for procurement group sequence 0003 and 0004 have not been processed by the Asset Transaction Loader process (AMIF1000) then the status of those rows would be set to PO Grp Incomplete. Later, when the two additional filters are received, new rows are inserted for the filters and all rows for procurement group sequence 0003 and 0004 are set to Pending status.