Determining eProcurement Functional Implementation Options

This chapter provides an overview of PeopleSoft eProcurement application procurement maintenance and discusses how to:

Maintain business units.
Maintain codes.
Maintain vendors.
Maintain items.
Maintain catalogs.
Set up profiles.
Maintain procurement users in PeopleSoft eProcurement.

Understanding eProcurement Functional Implementation Options

Use the eProcurement - Administer Procurement page to navigate to all necessary pages used in maintaining procurement options. Every link needed to set up and maintain procurement options can be located from this central navigational page.

Maintaining Business Units

To set up a PeopleSoft eProcurement business unit, use the Purchasing Bus Unit for ePro (purchasing business unit for eProcurement) and the Business Unit Actions components.

PeopleSoft eProcurement requires a purchase order business unit because the system keys transactions by business unit.

This section discusses how to:

Create a PeopleSoft Purchasing business unit.
Create relationships between business units, setIDs, and record groups.
Define PeopleSoft General Ledger business units.
Define business unit options for PeopleSoft eProcurement.

Note. You can also access many of the pages listed from the Set Up Financials/Supply Chain. menu under Business Unit Related.

Pages Used to Maintain Business Units

Page Name	Object Name	Navigation	Usage
Maintain Business Units	PV_ADM_SETUP_BU	eProcurement, Administer Procurement, Maintain Business Units	View a list of links that are used to navigate to other pages to set up and maintain business unit information.
Business Unit Definition	BUS_UNIT_TBL_PM	Click the Purchasing Definition link on the Maintain Business Units page.	Create a PeopleSoft Purchasing business unit.
Business Unit Options	BUS_UNIT_TBL_PM2	Click the Purchasing Definition link on the Maintain Business Units page. Then click the Business Unit Options tab.	Define business unit options.
PO Approval Options (purchase order approval options)	BUS_UNIT_PO_APPR	Click the Purchasing Definition link on the Maintain Business Units page. Then click the PO Approval Options tab.	Define purchase order approval options.
Document Numbering	BUS_UNIT_TBL_PM3	Click the Purchasing Definition link on the Maintain Business Units page. Then click the Document Numbering tab.	View document numbering. See Understanding Business Units in PeopleSoft Purchasing.
Record Group	REC_GROUP_TABLE	Click the Record Group link on the Maintain Business Units page.	Add a record group. After adding the group, use the TableSet Control feature to create relationships.
Record Group	SET_CNTRL_TABLE1	Click the TableSet Control link on the Maintain Business Units page.	Group record definitions for the tables that you want to share, as well as any dependent record definitions. This create relationships between setIDs, business units, and record groups. See “PeopleTools Utilities,” PeopleTools PeopleBook: PeopleSoft Server Tools.
Tree	SET_CNTRL_TABLE2	Click the TableSet Control link on the Maintain Business Units page. Then click the Tree tab.	Create relationships between setIDs, business units, and record groups.
TableSet Control	SETID_TABLE	Click the TableSet ID link on the Maintain Business Units page.	Create setIDs. Before you create a setID, add the SETID field (as a key field) to the record definition for that table. Define a set control field as the field controlling the assignment of table sets.
AM Business Unit Definition (asset management business unit definition)	BUS_UNIT_TBL_AM	Click the Asset Mgmt Definition link on the Maintain Business Units page.	Create a PeopleSoft Asset Management business unit and specify its default processing options. See Implementing Asset Management.
Open Period Update	OPEN_PERIOD_SINGLE	Click Update Open Periods on the AM Business Unit Definition page.	Define in which periods transactions can be posted for Asset Management.
Warehouse Mapping	AM_WAREHOUSE_MAP	Click Warehouse Mapping on the AM Business Unit Definition page.	Establish the default ChartField mapping rules necessary to accommodate asset component changeout transfers for this business unit.
VAT Defaults Setup	VAT_DEFAULTS_DTL	Click VAT Default on the AM Business Unit Definition page.	Specify VAT Defaults Setup.
VAT Defaults Copy	VAT_DFLT_SRCH_COPY	Click Copy Defaults From on the VAT Defaults Setup page.	Copy VAT default specifications from another key combination for the same VAT driver.
Business Unit/Book Definition	BU_BOOK_DEFN_01	Click the Asset Mgmt Definition link on the Maintain Business Units page. Then click the Business Unit/Book Definition tab.	Define required books, book options, and accounting entry options for each book that the business unit will use. Note. You must first complete the AM Business Unit Definition page and define the asset books on the Asset Book page.
BU Book ChartFields Summarize	BU_BOOK_GRP_SUM	Click the Asset Mgmt Definition link on the Maintain Business Units page. Click the Business Unit/Book Feature tab. Select the Group Asset Processing check box on the Business Unit/Book Definition page.	(Optional) Select the ChartFields that will be used for group member asset summarization.
Round Options	ROUND_OPTIONS_SEC	Click Round Type on the Business Unit/Book Definition page.	(JPN) Select options for rounding depreciation amounts for the book.
Depreciation Close List	MR_AM_DEPR_CLOS	Click Depreciation Close List on the Business Unit/Book Definition page.	Review the years and periods for which depreciation has been closed.
General Ledger - Definition	BUS_UNIT_TBL_GL1, BUS_UNIT_TBL_GL2, BUS_UNIT_TBL_GL3, BUS_UNIT_TBL_GL4, BUS_UNIT_TBL_GL6	Click the General Ledger Definition link on the Maintain Business Units page.	Define PeopleSoft General Ledger business units. See Understanding General Ledger Business Units and Options.
General Ledger - Currency Options	BUS_UNIT_TBL_GL3	Click the General Ledger Definition link on the Maintain Business Units page. Then click the Currency Options tab.	Specify currency options at the business unit level for currency balancing; base currency adjustment, and the number of foreign currencies for each journal. See Defining Currency Options for a Business Unit.
Ledgers For A Unit - Currency Options	BUSINESS_UNIT_LED3	Set Up Financials/Supply Chain, Business Unit Related, General Ledger, Ledgers For A Unit, Currency Options	Indicate how you want to record adjusting entries for out-of-balance conditions that are caused by foreign currency rounding. See Defining Currency Options for a Business Unit.
Rounding Adjustment ChartFields	BUL_JE_RA_CFS_SEC	Click the Rounding Adjust ChartFields link on the Ledgers For A Unit − Currency Options page.	Specify ChartField options when there is an unbalanced condition between the debit and credit rows due solely to rounding on conversion from foreign amount to base amount. See Understanding General Ledger Business Units and Options.
Purchasing Processing Options	BUS_UNIT_OPT_PM	Click the Processing Options link on the Maintain Business Units page.	Define purchasing transaction processing criteria. See Defining PeopleSoft Purchasing Business Units and Processing Options.
Dispatch Method	BU_OPT_PM_DISP	Click the Dispatch Method link on the Purchasing Processing Options page.	Define transaction dispatch methods for purchase orders, RFQs, RTVs, contracts, and replenishment requests. See Defining PeopleSoft Purchasing Business Units and Processing Options.
Freight Option	BU_OPT_PM_FREIGHT	Click the Freight Option link on the Purchasing Processing Options page.	Define freight options, rule codes, and charge methods. See Defining PeopleSoft Purchasing Business Units and Processing Options.
VAT Defaults Setup (value-added tax defaults setup)	VAT_DEFAULTS_DTL	Click the VAT Default link on the Purchasing Processing Options page.	Define VAT default options for all transactions in a business unit. See Defining PeopleSoft Purchasing Business Units and Processing Options.
Service VAT Treatment Defaults Setup (service value-added tax treatment default setup)	VAT_DEFAULTS_DTL	Click the VAT Service Treatment Setup link on the Purchasing Processing Options page.	Define service-related VAT default options for service transactions in a business unit. See Defining PeopleSoft Purchasing Business Units and Processing Options.
POA Settings (purchase order acknowledgements settings)	POA_DEF_BU_SP	Click the POA Settings link on the Purchasing Processing Options page.	Define POA requirements and tolerance settings. See Defining PeopleSoft Purchasing Business Units and Processing Options.
eProcurement Business Unit Options	PV_BUS_UNIT_PM	Click the eProcurement Business Unit Options link on the Maintain Business Units page.	Define business unit options for PeopleSoft eProcurement.
eProcurement Business Unit Actions	PV_ACTIONS_BU	Click the eProcurement Business Unit Actions link on the Maintain Business Units page.	Identify the PeopleSoft eProcurement actions that should be used for each business unit. The applicable PeopleSoft eProcurement actions enable security for items from the business template, express forms, and direct connect suppliers.

Creating a PeopleSoft Purchasing Business Unit

Access the Business Unit Definition page.

All PeopleSoft eProcurement transactions are recorded in a PeopleSoft Purchasing business unit. Set up a PeopleSoft Purchasing business unit even if you are not using PeopleSoft Purchasing (standalone mode).

Creating Relationships Between Business Units, SetIDs, and Record Groups

Access the TableSet Control page.

If you are integrating with a marketplace, use the TableSet Control page to link the PeopleSoft eProcurement record group PV_01 as a marketplace buyer.

Defining PeopleSoft Purchasing Business Units and Processing Options

Defining PeopleSoft General Ledger Business Units

Access the General Ledger Definition page.

Set up a PeopleSoft General Ledger business unit even if you are not using the PeopleSoft General Ledger system.

Defining Business Unit Options for PeopleSoft eProcurement

Access the eProcurement Business Unit Options page.

Enable Req Region Security (enable requisition region security)

Select to indicate that requisitions for this business unit have regional security. This means that the requisition item search result displays only those items and vendors relevant to a requester's regions.

Allow Req Change in Purchasing (allow requisition change in purchasing)

Select to indicate that you can change requisitions in this business unit using PeopleSoft Purchasing.

Workflow Approval Required

Select to indicate that requisitions for this business unit must go through workflow approval rules before it is approved. If you do not select this option, the requisition is saved as approved.

Item Source

Select the catalog source for this business unit. Items can come from the Item Master tables, the express catalog, or both.

Show PO Acknowledgements Icon (show purchase order acknowledgements icon)

Select to display a button that you can use to view information from a purchase order acknowledgement that you received from a vendor using an electronic data exchange system, and compare it to the original purchase order.

Show ASN Icon (show advanced shipment notification icon)

Select to display the ASN button on PeopleSoft eProcurement pages. Advanced shipping notification refers to internal PeopleSoft system users sending notification of shipment to an external party.

Integration Type

Select the type of integration that you will be using. For example, Oracle, PeopleSoft 8.4, SAP and so on.

PO ID Scheme (purchase order ID scheme)

Select the purchase order ID scheme that you will be using. For example, PO ID - User Defined, PO ID by Business Unit and so on.

Integration Option

Select an option to control how the business unit behaves for requisitions. Values include:

Do Not Consolidate: Select to indicate that the system should create all requisition lines for this business unit with the Do Not Consolidate field set to Yes.

External Invoices: Select to indicate the requisition cycle sources invoice data from a set of staging tables that can be populated from an external accounting system.

External Payments: Select to indicate the requisition cycle sources payment data from a set of staging tables that can be populated from an external accounting system.

External Receiving: Select to indicate the requisition cycle sources receiving data from a set of staging tables that can be populated from an external system.

No Deletion After Integration: Select to indicate that there will be no deletions after the integration processes are run.

One Distribution per Schedule: Select to indicate that users cannot create requisitions with multiple distributions per schedule.

One Schedule per Line: Select to indicate that users cannot create requisitions with multiple schedules per line.

Peoplesoft PO ID Used (PeopleSoft purchase order ID used): When integrating with an external system, the external system will have the same purchase order ID as the PeopleSoft order.

Note. You can select more than one integration option by adding rows to the Integration Options group box.

Maintaining Codes

This section provides an overview on purchasing codes and lists the pages used to set up and maintain codes.

Understanding Purchasing Codes

Purchasing codes control information used during the purchasing process. Examples of these codes include carrier, currency, and commodity codes, as well as freight, location, and tax codes.

If you are using supplier integration, be sure that the country, currency, and units of measure codes that you define are the same as those that appear on the supplier's website. Use International Organization for Standardization (ISO) standards.

Note. You can also access many of the pages listed from the Setup Financials/Supply Chain menu under Common Definitions and Product Related.

Pages Used to Maintain Codes

Page Name	Object Name	Navigation	Usage
Maintain Codes	PV_ADM_SETUP_CODES	eProcurement, Administer Procurement, Maintain Codes	View a list of links that are used to navigate to other pages to set up and maintain purchasing codes.
Carrier	CARRIER_TBL	Click the Carrier link on the Maintain Codes page.	Define the carriers that the organization uses to move freight.
Std Comm Type (Standard Comment Type)	STD_COMM_TYPE_PO	Click the Comment Types link on the Maintain Codes page.	Define standard comment types used to identify the purpose of a particular comment.
Standard Comments	STD_COMMENTS_PO	Click the Comments link on the Maintain Codes page.	Create standard comments that can be assigned to a purchase order.
Commodity Code	COMMOD_CODE	Click the Commodity Codes link on the Maintain Codes page.	Define commodity codes. Commodity codes, which are also called freight classes, are used on bills of lading to group and identify shipped products for freight rating and insurance purposes.
Country Description	COUNTRY_DEFN	Click the Countries link on the Maintain Codes page.	Add or review country descriptions.
Address Format	ADDR_FORMAT_TABLE	Click the Countries link on the Maintain Codes page. Then click the Address Format tab.	Select address fields for a country so that the system displays addresses in the appropriate format.
Currency Code	CURRENCY_CD_TABLE	Click the Currency Codes link on the Maintain Codes page.	Define the currencies that you will be using in the eProcurement application.
File Locations	FILE_DIR_FS	Click the File Locations link on the Maintain Codes page.	Define file extensions that you want the system to recognize, system locations for transaction attachments, email and fax file extensions, and file server directories.
Freight Terms	FREIGHT_TERMS	Click the Freight Terms link on the Maintain Codes page.	Set up freight terms.
Location Definition	LOCATION_TBL	Click the Location Codes link on the Maintain Codes page.	Define a location code, such as a branch office or shipping office.
Location Detail	LOCATION_TBL2	Click the Location Codes link on the Maintain Codes page. Then click the Location Details tab.	Add details to a location definition.
Reason Codes	REASON_CD	Click the Reason Codes link on the Maintain Codes page.	Define reason codes, which provide explanations for occurrences such as returned stock and changes to order headers, lines, or schedules. For example, you might set up a reason code called CUST-CA for orders that have been canceled at the customer's request. You can also define return and reject reason codes for items received in PeopleSoft Purchasing.
Ship To Locations	SHIPTO_HDR	Click the Ship To Locations link on the Maintain Codes page.	Associate the sourcing region to the appropriate ship to location.
Sales Use Tax	SUT_DFLT_TBL	Click the Ship To Locations link on the Maintain Codes page. Then click the Sales/Use Tax link.	Enter default sales and use tax information for each ship-to location. The sales and use tax rates are normally based on the final destination of the shipment (the ship-to location).
Ship To Vendor Order Location	SHIPTO_VNDR_LOC	Click the Ship To Locations link on the Maintain Codes page. Then click the Vendor Order Location link.	Associate ship to vendor locations with the vendor order locations, setIDs, and vendor ID.
Ship Via Codes	SHIP_VIA_CD	Click the Shipping Methods link on the Maintain Codes page.	Set up shipping codes.
State	STATE_DEFN	Click the States link on the Maintain Codes page.	Add or review a state or province codes.
Tax Authorities	TAX_AUTHORITY	Click the Tax Authorities link on the Maintain Codes page.	Add to or update sales and use tax authorities.
Tax Codes	TAX_CODE	Click the Tax Codes link on the Maintain Codes page.	Add or update sales and use tax codes.
Units of Measure	UNITS_OF_MEASURE	Click the Units of Measure link on the Maintain Codes page.	Establish units of measure for the resources.

Maintaining Vendors

To maintain vendors, use the Procurement Card Vendor Setup (PV_CC_VNDR_SETUP) and the Vendor URL Maintenance (PV_VNDR_URL_MAINT) components.

This section discusses how to enter URLs for vendor websites.

See Also

Managing Procurement Cards

Entering Vendor Identifying Information

Pages Used to Maintain Vendors

Page Name	Object Name	Navigation	Usage
Maintain Vendors	PV_ADM_VNDR	eProcurement, Administer Procurement, Maintain Vendors	Access the pages used to maintain vendors.
Maintain Vendor Hyperlinks	PV_VNDR_URL_MAINT	Click the Maintain Vendor URLs on the Maintain Vendors page.	Enter URLs for vendor websites. Click the Vendor link on the Item Description page to access that vendor's website.
Card Issuer	CC_CARD_TBL	Click the Procurement Card Issuers link on the Maintain Vendors page.	Set up a procurement card vendor that is associated with a PeopleSoft Payables vendor.
Vendor Set Control	VNDR_CNTRL	Click the Vendor Control link on the Maintain Vendors page.	Set up vendor control data, such as auto numbering, VAT information, wait days, and duplicate vendor checking.
Summary	VNDR_ID1_SUM	Click the Vendor Information link on the Maintain Vendors page.	View summary information about a vendor, including who created the vendor, when the record was last modified and by whom. Note. This page appears only after you have saved a vendor.
Identifying Information	VNDR_ID1	Click the Vendor Information link on the Maintain Vendors page. Then click the Identifying Information tab.	Enter identifying information for a vendor, including the vendor name and short name, classification, status, persistence, withholding and VAT eligibility, relationships with other vendors, duplicate invoice checking settings, and additional identifying elements required for reporting to government agencies.
VAT Registration Details (value-added tax registration details)	VNDR_VAT_RGSTRN	Click the Registration link on the Identifying Information page.	Specify VAT registration information for all the countries with which the vendor is registered to do business.
VAT Defaults Setup (value-added tax defaults setup)	VAT_DEFAULTS_DTL	Click the VAT Default link on the Identifying Information page.	Specify and review VAT default settings at the vendor level.
Service VAT Treatment Default Setup (service value-added tax treatment drivers setup)	VAT_DEFAULTS_DTL	Click the VAT Service Treatment Setup link on the Identifying Information page.	Specify and review VAT default settings for VAT on services at the vendor level.
General Information - General Info	CUST_GENERAL1	Click the Bill To Customer Details link on the Identifying Information page.	Define bill to customer information. Note. The Bill to Customer Details link is only available if you have the option to automatically create bill to customers from the Vendor component.
Vendor User	VENDOR_USER	Vendors, Vendor Information, Vendor User	Identify users who are authorized to access vendor information.

Entering URLs for Vendor Websites

Access the Maintain Vendor Hyperlinks page.

To enter the URL for a vendor's website:

Click the Update Vendor List button to display the vendors within the designated setID.

This button disappears after the vendors appear.
In the Vendor Home Page field, enter the URL for the vendor.
Click the Save button to save the work.

Click the Vendor link on the Search Catalog page to access the vendor's website.

See Also

Entering Vendor Identifying Information

Maintaining Items

This section provides an overview of item maintenance and lists the pages used to maintain items.

Understanding Item Maintenance

You can establish the items used on PeopleSoft eProcurement requisitions, purchase orders, and other transactions. You can also perform these tasks:

Assign one or multiple item catalogs to a business unit.
Define item categories and purchasing attributes, such as primary buyer, receiving controls, and price tolerances.
Define item families.
Define item groups.
Set up item number control, which enables the system to assign sequential item IDs.
Add and maintain manufacturer information about an item.
Approve new items, define their definitions, their units of measurement, and their ship to locations.
Maintain item prices and their purchasing attributes.
Set up purchasing kits for item and load tree data for item catalogs.
Maintain item and purchasing attribute fields that trigger the Verity online update process.
Build the Verity search engine for searching item catalogs when creating PeopleSoft eProcurement requisitions.

Note. You can also access many of the pages listed from the Items menu under Define Controls and Define Items and Attributes.

Pages Used to Maintain Items

Page Name	Object Name	Navigation	Usage
Maintain Items	PV_ADM_DEFINE_ITEM	eProcurement, Administer Procurement, Maintain Items	View links to navigate to pages to maintain items. Access is limited to users with the SYSTEM_ADMIN action role. See PeopleSoft Enterprise Managing Items 8.9 PeopleBook.
Assign Catalogs to Business Unit	PV_REQ_BU_CAT	Click the Assign Catalog to BU link on the Maintain Items page.	Assign one or multiple item catalogs to a business unit.
Item Categories - Category Definition	CATEGORY_TBL	Click the Item Categorieslink on the Maintain Items page.	Define item categories.
Update Catalog Tree	CAT_PNLS_CATLG_SEC	Change item categories or add a new item category on the Item Categories - Category Definition page and then click Save. Click the Yes button when asked if you want to update catalogs with the category changes.	Select the catalog tree to update with new category code information.
BU Specific Attributes (business unit specific attributes)	ITM_CAT_BU_SEC	Click the BU Attributes (business unit attributes) link on the Item Categories - Category Definition page.	Assign a buyer to this category for each business unit. You may want to do this if you order by description and want a default buyer for this category by business unit. This set up is optional. The system uses the values set for the buyer at the item category level for all business units that are not specified here.
View Catalog Hierarchy	CAT_PARENTAGE_SEC	Click the Hierarchy link on Item Categories - Category Definition page.	View information about where a category resides in the entire catalog tree hierarchy.
Item Categories - Category Definition 2	CATEGORY_TBL2	Click the Item Categorieslink on the Maintain Items page. Then click the Category Definition 2 tab.	Define the matching and receiving controls, sourcing controls, and miscellaneous controls and options for the category. Also use this page to set price tolerance defaults for items to trigger workflow exception notifications. PeopleSoft Purchasing and PeopleSoft Payables use matching controls to match receipts, purchase orders, and vouchers. Receiving controls specify how receiving users process items assigned to this category. These values become a part of the item default hierarchy and can be displayed in purchase order lines where this category is specified.
Vendor Sourcing Priorities	ITM_CAT_VND_PR_SEC	Click the Priorities link on the Item Categories - Category Definition 2 page.	Set the vendor priority and split sourcing allocation percentage for vendors for this category.
Item Families	PROD_FAMILY_INV	Click the Item Families link on the Maintain Items page.	Establish item family options.
Item Groups	INV_ITEM_GROUP	Click the Item Groups link on the Maintain Items page.	Group similar items together.
Item Number Control	ITEM_NBR_CONTROL	Click the Item Numbering Controllink on the Maintain Items page.	Define whether new inventory items are sequentially numbered or manually numbered.
Manufacturers	MANUFACTURER	Click the Manufacturers link on the Maintain Items page.	Select a default universal item ID for a manufacturer, and determine whether the manufacturer is locally owned.
Item Approval	INV_ITEM_APPROVAL	Click the Item Approvallink on the Maintain Items page.	Manually approve item definitions that you create at the setID level.
Define Item - General: Common	INV_ITEMS_DEFIN1	Click the Item Definition link on the Maintain Items page.	Define an inventory item at the setID level.
Define Item - Item Image	INV_ITEM_IMAGE_SEC	Click the Item Image link on the Define Item - General: Common page.	Maintain an image of an item.
Define Item - Manufacturer's Item	ITM_MFG_SP	Click the Manufacturers link on the Define Item - General: Common page.	Define information about the item's manufacturer.
Define Item - General: Classifications	INV_ITEMS_DEFIN4	Click the Classifications link on the Define Item - General page.	Continue defining attributes for the item.
Define Item - General: Dimensions	INV_ITEMS_DEFIN3	Click the Dimensions link on the Define Item - General page.	Track the item's dimensions, size, and color.
Define Item - General: Usage	INV_ITEMS_DEFIN8	Click the Usage link on the Define Item - General page.	Define material usage attributes for an item at the setID level.
Define Item - Inventory: Tracking/Description	INV_ITEMS_DEFIN2	Access the pages in the Define Item component, then click the Inventory tab.	Establish or maintain item descriptions and lot-control attributes.
Define Item - Inventory: Shipping/Handling	INV_ITEMS_DEFIN5	Click the Shipping/Handling link on the Define Item - Inventory page.	Establish or maintain shipping and handling attributes.
Define Item - Substitutes	INV_ITEMS_DEFIN7	Access the pages in the Define Item component, then click the Substitutes tab.	Establish or maintain substitute items.
Define Item - Configuration	INV_ITEMS_DEFIN6	Access the pages in the Define Item component, then click the Configuration tab.	Define item-distribution and production-configuration attributes if you are using PeopleSoft Product Configurator.
Define Item - Custom: Character	INV_ITEMS_DEFIN9	Access the pages in the Define Item component, then click the Custom tab.	Define alphanumeric field values at the setID level for item attributes that are unique to the enterprise.
Define Item - Custom: Numeric	INV_ITEMS_DEFIN10	Click the Numeric link on the Custom page.	Define numeric field values at the setID level for item attributes that are unique to the enterprise.
Units of Measure	INV_ITEM_UOM	Click the Item Units of Measurelink on the Maintain Items page.	Assign a UOM to an item. For each item-UOM combination that you define, specify quantity precision and rounding rules for use in system calculation.
UOM Weight/Volume	INV_ITEM_WTVOL	Click the UOM Weight/Volume link on the Units of Measure page.	Assign default packing codes and stocking and shipping physical measurements to an item-UOM combination.
Global Trade Item Numbers	ITM_MFG_GTIN_SP	Click the Global Trade Item Number link on the Units of Measure page.	Assign a GTIN to the item-UOM combination using a locally owned EAN/UCC Company Prefix (manufacturer).
Price Adjustment	PRICE_ADJUSTMENT	Click the Price Adjustment link on the Maintain Items page.	Define the rules that the system should follow when calculating the vendor adjusted price from the vendor's base price. You can define effective-dated adjustment rule sequences for each item-vendor combination.
Price Adjustment Details	PRICE_ADJUST_DTLS	Access the pages in the Price Adjustment component, then click the Price Adjustment Details tab.	Define the quantities and adjustment methods for each of the price adjustment rules.
Purchasing Attributes	ITM_TBL_PUR	Click the Purchasing Attributes link on the Maintain Items page.	Enter basic purchasing information for an item.
Item Specifications	ITEM_SPEX_PUR	Click the Item Specifications link on the Purchasing Attributes page.	Record standard details about the item. These specifications can be sent to the vendor using the purchase order.
Packing Details	ITM_PKG_PUR_SEC, ITM_VUOM_PKG_SEC	Click the Packing Details link on the Purchasing Attributes page.	Enter packing volume and weight information for the item. When accessed from the Vendor's UOM & Pricing Info (vendor's unit of measure and pricing information) page, the Packing Details page also enables you to define item package dimensions, which can be useful if item package dimensions vary by vendor.
VAT Defaults Setup (value-added tax defaults setup)	VAT_DEFAULTS_DTL	Click the VAT Default link on either the Purchasing Attributes page or the Purchasing Business Unit Attributes page.	Enter VAT defaults for this item into the VAT hierarchy tables with a VAT driver of item.
VAT Service Treatment (value-added tax service treatment)	VAT_DEFAULTS_DTL	Click the VAT Service Treatment Setup link on either the Purchasing Attributes page or the Purchasing Business Unit Attributes page.	Enter service-related VAT defaults for this item into the VAT hierarchy tables with a VAT driver of item.
Purchasing Attributes - Purchasing Controls	ITM_TBL_PUR2	Access the pages in the Purchasing Attributes component, then click the Purchasing Controls tab.	Specify matching and receiving defaults for the item. Define sourcing controls and miscellaneous controls and options for the item. Set price tolerance defaults for purchased items. These tolerances are populated based on the item's category. You can override them during online item set up. Use these tolerances in conjunction with the price change exception rule. Item Load processes compare new item/vendor prices in the Item Loader staging table to the previous item/vendor price. If the new price exceeds tolerances, the system generates an exception.
Purchasing Business Unit Attributes	ITM_BU_PUR	Click the BU Attributes (business unit attributes) link on the Purchasing Attributes - Purchasing Controls page.	Define item attributes by business unit. If you do not specify tolerance values for the business unit, the system uses tolerance values defined for the item's purchasing attributes. When you access this page to specify business-unit specific attributes, tolerance values are derived from the item's purchasing attributes. To define zero tolerances on this page, you must clear the tolerance fields manually. If you access this page and enter a business unit, but do not enter any values and click OK to exit the page, the system records uses tolerance values from the purchasing attributes to create business-unit specific values. Click Cancel instead to avoid this situation. The fields on this page match those on the Purchasing Attributes page and on the Purchasing Definition - Business Unit Options page. This page is not available unless at least one of the PeopleSoft Purchasing business units has the Allow Business Item Attributes option selected on the Purchasing Definition - Business Unit Options page.
Purchasing Attributes - Item Vendor	ITM_VENDOR	Access the pages in the Purchasing Attributes component, then click the Item Vendor tab.	Establish and update prioritized item-supplier combinations.
Vendor Search	VENDOR_LOOKUP_SEC	Click the Vendor Lookup link on the Purchasing Attributes - Item Vendor page.	Search for vendors.
Vendor's UOM and Pricing Info (vendor's unit of measure and pricing information)	ITM_VENDOR_UOM	Click the Item Vendor UOM (item vendor unit of measure) link on the Purchasing Attributes - Item Vendor page.	Establish valid units of measure to use when ordering the item from the vendor and to establish the pricing information for each valid UOM.
Effective Dated UOM	ITM_VNDR_UOMCHG	Click the Effective Dated UOM link on the Vendor's UOM & Pricing Info page.	Enter effective-dated conversion rate changes along with the packing detail information.
Update Purchase Order	PO_EDUOM_UPDPO_SEC	Click the Update PO link on the Vendor's UOM & Pricing Info page or the Effective Dated UOM page.	Update existing purchase order schedules with the new effective-dated UOM conversion rate changes.
Maintain Purchase Order - Purchase Order	PO_LINE	Click the PO Number link on the Update Purchase Order page.	Maintain the purchase order and all of its details.
Vendor's Manufacturer Info (vendor's manufacturer information)	ITM_VENDOR_MFG	Click the Vendor Item MFG (vendor item manufacturer) link, on the Purchasing Attributes - Item Vendor page.	Record the authorized manufacturers for an item-vendor combination.
Vendor Item Return Fees	ITM_VND_RTV_FEE	Click the Return to Vendor Fees link on the Purchasing Attributes - Item Vendor page.	Add fees charged by the vendor for returning this item.
Item Vendor Contracts	ITM_VNDR_CNTRCT	Click the Item Vendor Contracts link on the Purchasing Attributes - Item Vendor page.	View all contracts for any specified item/vendor combination.
Purchasing Kit Definition	PURCH_KIT_TBL	Click the Purchasing Kits link on the Maintain Items page.	Define purchasing kits.
Load Tree Data	PV_RUN_SRCH_UPDT	Click the Load Tree Data link on the Maintain Items page.	Load tree data for item catalogs. This process is necessary for the "TSE" and "VSE" search type.
Build Search Index	PV_IDX_RUN_CTRL	Click the Build eProcurement Verity Collection link on the Maintain Items page.	Build eProcurement Verity Collection for search type "VSE" (Verity Search Engine) will be used for the item catalog search in creating eProcurement Requisitions.

Maintaining Catalogs

This section provides an overview of item catalogs and lists the page used to maintain catalogs.

Understanding Item Catalogs

Item catalogs control the items available to users when they are creating requisitions. Using the Maintain Catalog feature, you can:

Define the catalog security implementation to use for PeopleSoft eProcurement requisitions.
Define catalog types, such as item catalogs, templates, express forms, and direct connect suppliers.
Set up catalog security types, including attributes and default information for the type.
Grant different catalog type access for different security types.

Page Used to Maintain Catalogs

Page Name	Object Name	Navigation	Usage
Maintain Catalogs	PV_ADM_CATALOGS	eProcurement, Administer Procurement, Maintain Catalogs	Maintain catalogs by adding security and catalog types. Access is limited to users with the SYSTEM_ADMIN action role.

Page Name

Object Name

Navigation

Usage

Maintain Catalogs

PV_ADM_CATALOGS

eProcurement, Administer Procurement, Maintain Catalogs

Maintain catalogs by adding security and catalog types.

Access is limited to users with the SYSTEM_ADMIN action role.

See Also

Setting Up Catalog Security

Maintaining Catalogs

Access the Maintain Catalogs page.

Use the links on this page to navigate to other pages to add security and catalog types to the CRM application.

Setting Up Profiles

This section lists the pages used to set up profiles.

Pages Used to Set Up Profiles

Page Name	Object Name	Navigation	Usage
My Profile	PV_ADM_MY_PROFILE	eProcurement, My Profile	Define information about users including email addresses, passwords, alternate IDs, and preferred languages.
Manage Templates For: (User Name)	PV_REQ_TEMP_MGR	Click the Manage Personal Templates link on the My Profile page.	Create and maintain personal templates for use in ordering goods and services.
Request Procurement Card	PV_CC_REQUEST	Click the Request Procurement Card link on the My Profile page.	Define user information for a procurement card. The information includes amount and transaction limits.
Purchasing Attributes - Item Vendor	ITM_VENDOR	Click the Purchasing Attributes link on the Maintain Items page, then click the Item Vendor tab.	Establish and update prioritized item-supplier combinations.

Setting Up and Maintaining Users in PeopleSoft eProcurement

This section discusses how to define user preferences in PeopleSoft eProcurement.

Pages Used to Set Up and Maintain Users in PeopleSoft eProcurement

Page Name	Object Name	Navigation	Usage
Maintain Procurement Users	PV_ADM_PROCU_USERS	eProcurement, Administer Procurement, Maintain Procurement Users	Use this page to set up and maintain users in PeopleSoft eProcurement (buyers, employee profiles, requesters, and user preferences). Access is limited to users with the SYSTEM_ADMIN action role.
Procurement	OPR_DEF_TABLE_PM1	Click the User Preferences link on the Maintain Procurement Users page. Then click the Procurement link.	Define user preferences for PeopleSoft eProcurement.

Page Name

Object Name

Navigation

Usage

Maintain Procurement Users

PV_ADM_PROCU_USERS

eProcurement, Administer Procurement, Maintain Procurement Users

Use this page to set up and maintain users in PeopleSoft eProcurement (buyers, employee profiles, requesters, and user preferences).

Access is limited to users with the SYSTEM_ADMIN action role.

Procurement

OPR_DEF_TABLE_PM1

Click the User Preferences link on the Maintain Procurement Users page. Then click the Procurement link.

Define user preferences for PeopleSoft eProcurement.

Defining User Preferences for PeopleSoft eProcurement

Access the Procurement page.

Use this page to enter the user preferences for the user's location, origin, department, and ship to location. You can also enter the requester and buyer that is most often associated with the user.

See Also

Defining User Preferences

Enable Req Region Security (enable requisition region security)	Select to indicate that requisitions for this business unit have regional security. This means that the requisition item search result displays only those items and vendors relevant to a requester's regions.
Allow Req Change in Purchasing (allow requisition change in purchasing)	Select to indicate that you can change requisitions in this business unit using PeopleSoft Purchasing.
Workflow Approval Required	Select to indicate that requisitions for this business unit must go through workflow approval rules before it is approved. If you do not select this option, the requisition is saved as approved.
Item Source	Select the catalog source for this business unit. Items can come from the Item Master tables, the express catalog, or both.
Show PO Acknowledgements Icon (show purchase order acknowledgements icon)	Select to display a button that you can use to view information from a purchase order acknowledgement that you received from a vendor using an electronic data exchange system, and compare it to the original purchase order.
Show ASN Icon (show advanced shipment notification icon)	Select to display the ASN button on PeopleSoft eProcurement pages. Advanced shipping notification refers to internal PeopleSoft system users sending notification of shipment to an external party.
Integration Type	Select the type of integration that you will be using. For example, Oracle, PeopleSoft 8.4, SAP and so on.
PO ID Scheme (purchase order ID scheme)	Select the purchase order ID scheme that you will be using. For example, PO ID - User Defined, PO ID by Business Unit and so on.
Integration Option	Select an option to control how the business unit behaves for requisitions. Values include: Do Not Consolidate: Select to indicate that the system should create all requisition lines for this business unit with the Do Not Consolidate field set to Yes. External Invoices: Select to indicate the requisition cycle sources invoice data from a set of staging tables that can be populated from an external accounting system. External Payments: Select to indicate the requisition cycle sources payment data from a set of staging tables that can be populated from an external accounting system. External Receiving: Select to indicate the requisition cycle sources receiving data from a set of staging tables that can be populated from an external system. No Deletion After Integration: Select to indicate that there will be no deletions after the integration processes are run. One Distribution per Schedule: Select to indicate that users cannot create requisitions with multiple distributions per schedule. One Schedule per Line: Select to indicate that users cannot create requisitions with multiple schedules per line. Peoplesoft PO ID Used (PeopleSoft purchase order ID used): When integrating with an external system, the external system will have the same purchase order ID as the PeopleSoft order.