PeopleSoft Enterprise Purchasing Preface

This preface discusses:

PeopleSoft products.
PeopleSoft application fundamentals.
Common elements in this PeopleBook.
Pages with deferred processing.
PeopleSoft Enterprise Purchasing default hierarchies.

Note. This PeopleBook documents only page elements that require additional explanation. If a page element is not documented with the process or task in which it is used, then it either requires no additional explanation or is documented with the common elements for the section, chapter, or PeopleBook.

PeopleSoft Products

This PeopleBook refers to these products:

PeopleSoft Enterprise Asset Management.
PeopleSoft Enterprise Cost Management.
PeopleSoft Enterprise Collaborative Supply Management.
PeopleSoft Enterprise eProcurement.
PeopleSoft Enterprise eSupplier Connection.
PeopleSoft Enterprise Supply Planning Multisite Material Planner and PeopleSoft Enterprise Supply Planning Advanced Multisite Planner.
PeopleSoft Enterprise Manufacturing.
PeopleSoft Enterprise Flow Production.
PeopleSoft Enterprise Engineering.
PeopleSoft Enterprise General Ledger.
PeopleSoft Enterprise Inventory.
PeopleSoft Enterprise Maintenance Management.
PeopleSoft Enterprise Order Management.
PeopleSoft Enterprise Payables.
PeopleSoft Enterprise Project Costing.
PeopleSoft Enterprise Product Configurator.
PeopleSoft Enterprise Quality.
PeopleSoft Enterprise Receivables.
PeopleSoft Enterprise Strategic Sourcing.
PeopleSoft Enterprise Purchasing.
PeopleSoft Enterprise CRM Call Center Applications.
PeopleSoft Enterprise Integrated FieldService.

PeopleSoft Application Fundamentals

The PeopleSoft Enterprise Purchasing PeopleBook provides you with implementation and processing information for the PeopleSoft Enterprise Purchasing system. However, additional, essential information describing the setup and design of the system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft applications across the Financials, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks.

The following companion PeopleBooks contain information that applies specifically to PeopleSoft Enterprise Purchasing:

PeopleSoft Enterprise Application Fundamentals PeopleBook
PeopleSoft Enterprise Managing Items PeopleBook
PeopleSoft Enterprise Global Options and Reports PeopleBook
PeopleSoft Enterprise Commitment Control PeopleBook
PeopleSoft Enterprise Source-To-Settle Common Information PeopleBook
PeopleSoft Working With Third-Party Applications PeopleBook
PeopleSoft Enterprise Supply Chain Management Integrations PeopleBook

Pages With Deferred Processing

Several pages in PeopleSoft Enterprise Purchasing operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page—for example, if a field contains a default value, any value you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.

PeopleSoft Enterprise Purchasing Default Hierarchies

PeopleSoft Enterprise Purchasing application defaulting behavior is discussed in the Using Default Hierarchies chapter. The information in this chapter replaces default documentation at the field level and provides the same information efficiently in a central location.

In the chapter, we provide charts of transaction and item default sources, as well as explanations of multicurrency pricing calculation, unit of measure assignment and conversion, and vendor and vendor location selection.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.

Common Elements Used in This PeopleBook

Description	Free-flow text up to 30 characters.
Effective Date	Date on which a table row becomes effective; the date that an action begins. For example, if you want to close out a ledger on June 30, the effective date for the ledger closing would be July 1. This date also determines when you can view and change the information. Pages or panels and batch processes that use the information use the current row.
Language or Language Code	The language in which you want the field labels and report headings of your reports to print. The field values appear as you enter them. Language also refers to the language spoken by an employee, applicant, or nonemployee.
Process Frequency (group box)	Designates the appropriate frequency in the Process Frequency group box: Once executes the request the next time the batch process runs. After the batch process runs, the process frequency is automatically set to Don't Run. Always executes the request every time the batch process runs. Don't Run ignores the request when the batch process runs.
Process Monitor	This link takes you to the Process List page, where you can view the status of submitted process requests.
Report ID	The report identifier.
Report Manager	This link takes you to the Report List page, where you can view report content, check the status of a report, and see content detail messages (which show you a description of the report and the distribution list).
Recipient’s	Select to have a report print in the language defined for the recipient of the report.
Request ID	A request identification that represents a set of selection criteria for a report or process.
Run	This button takes you to the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format.
Run Control ID	Each run control you create receives a unique run control ID. When you select a process from a menu, a search dialog box appears, asking for a run control ID. If you're in Add mode, enter a new ID for the run control you're about to define. If you're in Update/Display mode, enter an existing run control ID or click the Search button and select from the list of available run control IDs.
Short Description	Free-flow text up to 15 characters.
Specified	Select to have a report print in the language that you specify in the Language field.
Status	Your options in this field are Active or Inactive. By linking status and effective date, you can retain historical information and plan future implementation. For auditing purposes, PeopleSoft encourages inactivating data that is no longer in use instead of deleting it.
User ID	The system identifier for the individual who generates a transaction.