Segment

44

Office equipment, accessories, and supplies.

Family

44 | 10

Office machines and their supplies and accessories.

Class

44 | 10 | 21

Mail machines.

Commodity

44 | 10 | 21 | 05

Addressing machines.

Business function identifier

44 | 10 | 21 | 05 | 10

Addressing machines, leased.

Days Late, Early Ship Rjct Days (days late, early shipment rejection days)

Enter the acceptable number of days before or after a shipment date during which you will still receive the goods.

Ext Price Tolerance /% Ext Price Tolerance (extended price tolerance/percentage extended price tolerance)

Enter the matching tolerance amount and percentage for the extended price (amount multiplied by quantity) of the item. The extended price tolerance is the tolerance for the entire order, not just an individual item.

Inspect ID (inspection ID)

Displays the inspection IDs, which are established on the Inspection Routing page.

Inspection Required

Select this option to require inspection and to make the other inspection fields available for entry.

Inspection UOM (inspection unit of measure)

Select from the following:

Standard: Select to perform inspections in the standard UOM set up on the Item Definition - General: Common page.

Vendor: Select to perform inspections in the UOM used on the purchase order to the vendor.

Lead Time Factor %, Ship to Priority Factor %, Price Factor %, Vendor Priority Factor % (lead time factor percent, ship to priority factor percent, price factor percent, vendor priority factor percent)

If you select the Flexible sourcing method, enter the percentage weight that you want to give to lead time, price, ship to, and vendor priority. The higher the percentage that you give to one of the criteria, the more weight that criterion has. For example, if you want to select the vendor based only on lead time, you can give lead time a percentage weight of 100 percent and the vendor with the best lead time (regardless of price, ship to, or vendor priority) is selected.

Partial Qty (partial quantity)

Indicate the action that you want to take if you receive less than the quantity specified on the purchase order schedule. Select from:

Open: Select to receive the partial quantity, leave the receipt line status as Open, and enable the receipt to be saved.

Open/Error: Reject the partial quantity, leave the receipt line status as Open, and generate an error message.

Open/Warn (open, but with a warning): Receive the partial quantity, leave the receipt line in Open status, and generate a warning message.

Recvd (received): Receive the partial quantity and change the receipt line status to Recvd.

Recvd/Warn (received with a warning): Receive the partial quantity and change the receipt line status to Recvd, but also generate a warning about the partial quantity.

Receiving Required

Select the receiving requirement for the item. Values are:

• Do Not: If selected, accounts payable matching and receipt accrual are not applicable.

• Optional: If selected, accounts payable will not match receipt lines and the system will not accrue the receipt.

• Required: If selected, accounts payable will match receipt lines and the system will accrue the receipt.

Reject Qty Over Tolerance (reject quantity over the tolerance limit)

Select this check box to reject a quantity that surpasses the tolerance limits that you set.

Sourcing Method

Select from Basic, Cumulative Split, Flexible,and Sched Split (split schedule). This value appears by default from the category assigned to the item.

Tolerance Over, Tolerance Under

Select the amount or percentage over or under the tolerance selected that still enables a voucher match.

Unit Price Tolerance/% Unit Price Tolerance (unit price tolerance/percent unit price tolerance)

Displays the matching tolerance amount and percentage for the price of an individual item.

Item Categories - Category Definition

CATEGORY_TBL

Items, Define Controls, Item Categories, Category Definition

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 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 setup 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.

VAT Defaults Setup

VAT_DEFAULTS_DTL

Click the VAT Default link on Item Categories - Category Definition page.

Define VAT defaults.

See Setting Up and Maintaining VAT Defaults.

Service VAT Treatment Defaults Setup

VAT_DEFAULTS_DTL

Click the VAT Service Treatment Setup link on Item Categories - Category Definition page.

Define service VAT treatment defaults.

See Setting Up and Maintaining Service VAT Treatment Defaults.

Item Categories - Category Definition 2

CATEGORY_TBL2

Items, Define Controls, Item Categories, Category Definition 2

Define the matching and receiving controls, sourcing controls, and miscellaneous controls and options for the category.

Also use 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 default to 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

Market Code

Select the coding scheme that a category code is using. Values are: UN/SPSC (Universal Standard Products and Services Classification) (02) and User Def. (user defined) (01).

Status

Select a category status. Changing a category status from Active to Inactive means that you can no longer assign items to the category. This status change does not affect the existing and future PeopleSoft Purchasing transactions involving items in the inactivated category. For example, setting a category status to Inactive has no effect on orders that you have in progress that contain items tied to the newly inactivated category. You can also continue to add these items to the PeopleSoft Purchasing transactions using the usual methods, such as entering an item ID directly on the online page or using the Order By Catalog page or Item Search Criteria page.

Lead Time Days

Enter the number of lead-time days required for items in this category. This value is used in calculating the due dates for purchase order lines when the category you're defining is specified for a line on which no item ID is specified, the purchase order has no default due date, or no due date is specified on the line schedules.

Account

Select a valid account number to identify the general ledger account to be associated with the items in this category. This account number is used on transactions when no item ID is specified at the line level of a PeopleSoft Purchasing purchase order and no default account is specified for the transaction.

Asset Profile ID

Select an asset profile ID for the category. Asset profile IDs are transferred to PeopleSoft Asset Management when PeopleSoft Purchasing receives an item that specifies both an asset profile and an PeopleSoft Asset Management business unit. When you define a purchase order or requisition line using an asset category without specifying an item, the asset profile of that category becomes the default. Asset profile IDs are set up on the Asset Profile page.

Usage Code

Enter an ultimate use code to default on to purchasing transactions whenever this category is referenced on an ad hoc (order by description) line.

In most cases, sales tax is computed as a use tax based on the tax code applicable to the ship to or usage destination. However, how merchandise is ultimately used may also result in a different tax rate within the same ship to or usage destination.

Physical Nature

Indicate if the object is a physical good or service. Values are: Goods and Services.

Where Performed

Select the location where the service is most often performed:

Buyer's: Select if the service is physically performed at the buyer location.

Ship From: Select if the service is physically performed at the ship from location.

Ship To: Select if the service is physically performed at the ship to location

Supplier's: Select if the service is physically performed at the supplier location.

Note. This option is available only when the physical nature is service.

Parent Category

When the market code for the category is UN/SPSC (02), the Parent Category field is unavailable for entry because the system generates and maintains UNSPSC ancestor nodes automatically. You can select multiple catalog trees for updating.

When the market code is User Def. (01), you must select a Parent Category value. Then click the Catalog Refresh button to retrieve the catalog trees to which the parent category belongs. You can select only one catalog tree for updating.

Note. The category being modified is not available as a parent category when updating the catalog tree.

Accumulate Level

If you select Cumulative Split in the Sourcing Method field, this field becomes available for entry. Select Run to accumulate the percentage for the vendor based on each run of the PO Calculations process (PO_POCALC), or select Schedule to accumulate based on each schedule.

Year to Start

Designates the year in which you want to start maintaining vendor history. You cannot specify a year in the future. Cumulative sourcing must be based on history and cannot occur in the future.

Month to Start

Enter the number of the month in which you want to start maintaining vendor history. Changing the value in this field triggers recalculation of historical quantities and amounts. History is always maintained from the first day of the start month to the first day of the end month.

Number of Months

Enter the number of months for which you want to keep vendor history. Changing the value in this field triggers recalculation of historical quantities and amounts.

Start Date

Displays the start day, which is calculated based on the values that you define for the Year to Start, Month to Start,and Number of Months fields. History is always maintained from the first day of the start month to the first day of the end month

End Date

Displays the date on which vendor history should be refreshed. This date is calculated based on the values defined for the Year to Start and Month to Start fields, plus the value in the Number of Months field. So if Month to Start is 1 and Number of Months is 3, the End Date will be 04/01. History is refreshed by the first run of the Cumulative Sourcing Update process (PO_POHISTUD) as soon as the current date is greater than or equal to the end date.

Total Category Amount

Displays the total merchandise amount for all vendors for this category for the historical period, in the category currency.

Close PO Under Percent Tol (close purchase order under percent tolerance)

Enter an acceptable percentage of the total quantity that can be outstanding while still enabling the purchase order to be closed. If the quantity not yet received is less than or equal to the valued entered here, the PO RECON process (PO_PO_RECON) will treat the purchase order as fully received.

RFQ Required (request for quote required)

Select this check box if the item must go through the RFQ cycle before it can be included on a requisition or purchase order.

Priority

Enter a priority rank for the vendor. When the PO Calculations process selects a vendor for the item, it uses the priority ranking, with the lowest number (1) as the first choice. When you add another vendor, the next priority ranking is automatically assigned.

Allocation Percentage

If you selected Sched Split or Cumulative Split in the Sourcing Method field on the Item Categories - Category Definition 2 page, enter the allocation percentage for the selected vendor.

Merchandise Amt (merchandise amount)

Displays the total merchandise amount for this vendor for this category for the historical period, along with the category currency.

10005

SCM0000001

Main

EA / 5

IP / 10

CS / 2

PT / 1

Natural Round

14 EA

15 EA

10005

SCM0000001

Main

EA / 5

IP / 10

CS / 2

PT / 1

Natural Round

12 EA

10 EA

10005

SCM0000001

Main

EA / 5

IP / 10

CS / 2

PT / 1

Round Up

14 EA

15 EA

10005

SCM0000001

Main

EA / 5

IP / 10

CS / 2

PT / 1

Round Up

12 EA

15 EA

Purchasing Attributes

ITM_TBL_PUR

Items, Define Items and Attributes, Purchasing Attributes

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 or the Vendor's UOM & Pricing Info 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 the Purchasing Attributes page and the Purchasing Business Unit Attributes page.

Enter VAT defaults for this item into the VAT hierarchy tables with a VAT driver of item.

Service VAT Treatment Defaults Setup

VAT_DEFAULTS_DTL

Click the VAT Service Treatment Setup link on the Purchasing Attributes page and 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

Items, Define Items and Attributes, Purchasing Attributes, Purchasing Controls

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 default from the item's category; you can override them during online item setup.

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 default 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 will record default 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

Items, Define Items and Attributes, Purchasing Attributes, Item Vendor

Establish and update prioritized item-supplier combinations.

Vendor Lookup

VENDOR_LOOKUP_SEC

Click the Vendor Lookup link on the Purchasing Attributes - Item Vendor page.

Search for vendors.

Vendor's UOM & 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 ID 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.

PO Available Date, Unavailable (purchase order available date, unavailable)

Indicate the dates within which the item can be added to a purchasing transaction. You can add an item between these two dates only.

Standard Price

Enter the standard price for the item purchased in its standard UOM. A standard price is required for each item and becomes the default price in transactions where another price, such as a vendor price or a contract price, is not defined for the item. An item's standard UOM is defined on the Item Definition - General: Common page.

Standard Unit of Measure

Displays the standard UOM used for pricing. The pricing UOM may be different from the stocking UOM.

Last PO Price (last purchase order price)

Displays the last price that was used on a purchase order for this item. When an item is initially set up, the standard price is also be the last price value. This field is updated by the Receiver Interface Push process (PO_RECVPUSH) and is used by the return-to-vendor transaction to cost the return and enable items to be returned to a vendor other than the original vendor of the order.

Currency

Select the currency of the standard price.

Lead Time Days

Displays the value appears by default from the Item Categories - Category Definition page. You can override the default value for individual items.

Item Descr (item description)

Enter a long description of the item up to 30 characters long. Enter a short description of the item up to 10 characters long. These descriptions can be used with PeopleSoft reporting and query tools instead of the standard 254-character description to distinguish the purchasing descriptions from the internally used item description established in the Item Definition component. These purchasing descriptions then also appear in the Description text box at the bottom of the page, where you can expand the descriptions to 254 characters. Whereas the long and short descriptions defined here are for internal use only, the description in the lower text box is used in all purchasing transactions and becomes available by selecting the description button or menu item on the PeopleSoft Purchasing pages.

Asset Profile ID

Displays the default from the Item Categories - Category Definition page. An asset profile ID on a purchase order, in conjunction with a PeopleSoft Asset Management business unit, indicates that PeopleSoft Asset Management is to be notified of the purchase of this item when it is received.

Ultimate Use Code

Select an ultimate use code to override the default tax rate for a location. In most cases, sales tax is computed as a use tax based on the tax code applicable to the ship to or usage destination. However, how merchandise is ultimately used may also result in a different tax rate within the same ship to or usage destination.

Physical Nature

Indicates whether an object is a physical good or service.

Where Performed

Select to indicate the location where the service is most often performed:

Buyer's: Select if the service is physically performed at the buyer location.

Ship From: Select if the service is physically performed at the ship from location.

Ship To: Select if the service is physically performed at the ship to location.

Supplier's: Select if the service is physically performed at the supplier's location.

Note. This field is only available when you select a physical nature of Service.

Primary Buyer

Displays the default from the Item Categories - Category Definition page in the Define Item Control Data component. You can override the information for individual items. The primary buyer value is used as the default buyer when the item is added to a requisition.

File Name

Enter the name of the file that you want to attach.

File Extension

Enter the file extension, such as .bmp or .jpg.

Click the Image Doc Launcher button to launch an attached file. This button is only available if you entered a file name and extension in the fields in the Associated Picture group box.

Comments

Enter the specifications for the item using up to 2,000 characters.

Copy to Transactions

Select this check box to automatically copy the item specifications comments into the line comments when this item is referenced on a requisition or purchase order transaction.

Send to Vendor

Select this check box to make this specification information available to be sent to the vendor as part of the purchase order.

Include Past Due Kanban POs (include past due Kanban purchase orders)

This field is available if you are using PeopleSoft Manufacturing, thus enabling you to receive by Kanban ID.

Select this check box to include past-due Kanban purchase order quantities when the Receiver Load process searches for purchase orders to match up with Kanban IDs for receipt creation.

If you select this check box, the Receiver Load process can receive a schedule whose due date has passed, but which still contains a quantity to be received.

If you do not select this check box, the Receiver Load process searches for purchase orders based on the due date of the schedule.

When using vendor replenishment with PeopleSoft Flow Production, select the Include Past Due Kanban POs check box to help ensure that the receipts and purchase orders have the opportunity to match up. Because vendor replenishment occurs frequently, if you set the Early Ship Reject Days value too low, the Kanban receiving process may not permit you to receive the material because it arrived too early.

Inspect Sample Percent

Enter the percentage of received units to inspect. This value is calculated using the Inspection UOM (inspection unit of measure) value.

Use Category Sourcing Controls

Select this check box to use the sourcing controls set on the Item Categories - Category Definition 2 page.

If you have set up vendors at the category level and select this check box for items using this category, then the vendors that you entered at the category must also be entered in the purchasing attributes.

Auto Select

Select this check box if you want the AutoSelect Requisitions process (PO_REQSORC) to pick up the item when it sources requisition lines. If selected, the AutoSelect Requisitions process will include the item. If either of these conditions is not met, the AutoSelect Requisitions process will not include the item.

Accept Any Vendor

Select this check box if you can order an item without setting up vendors for the item. If you do not select this check box, you must establish an item-vendor relationship for the item on the Purchasing Attributes - Item Vendor page before you can include it on a purchase order.

Accept Any Ship To

Select this check box if you can order an item without setting up a ship to address for it.

Note. This check box does not override the corresponding field set up for the item on the Purchasing Attributes - Item Vendor page. If you do not select the check box on either page, you must establish an item-vendor ship to relationship on the Item Ship To Locations page.

Available in All Regions

Select this check box if you want to bypass regional security.

Contract Required

Select this check box if you need a contract to order the item on a requisition or purchase order. If selected, you must specify a valid contract for the item on the purchase order when you use the item, or you must release the item from an active contract.

RFQ Required (request for quote required)

Select this check box if the item must go through the RFQ cycle before it can be included on a requisition or purchase order. If you do not select this check box, you can order the item directly.

Stockless Item

Select this check box if an agreement has been set up with the vendor to supply this item for par inventory replenishment.

Close PO Under Qty Pct Tol (close purchase order under quantity percentage tolerance)

Enter an acceptable percentage of the total quantity that can be outstanding while still enabling the purchase order to be closed. If the quantity not yet received is less than or equal to the valued entered, the PO RECON process will treat the purchase order as fully received.

Ship Via

Select a ship via method if you always want this item to be shipped using the method selected here.

Priority Loc (priority location)

Select the ordering location for the item and vendor. The vendor default location appears by default.

Several processes in PeopleSoft Purchasing use this field:

• Purchase order sourcing will use the item vendor priority for orders if no item and shipto priority vendor has been defined.

• Sourcing Load process used by PeopleSoft Supply Planning will use the item vendor priority if no item and shipto priority vendor has been defined.

• Requisition Loader process will use the first item vendor priority location if no location is specified.

Price Loc (price location)

Select a vendor location. Vendor locations are set up on the Vendor Information - Location page. Location codes give you the flexibility to set up different pricing information for the same item-vendor combination, depending on which vendor location that you identify as the pricing location.

Price Date

Select the date used for effective-dated price adjustments:

Due: Price adjustments based on the date the order was due to be received.

PO (purchase order date): Price adjustments based on the date the order was placed.

Price Qty (price quantity)

Select a price quantity. Based on the selection, the system uses the Line or Schedule quantity to determine any applicable price breaks.

Origin Country

Select the country in which the item was originally manufactured. This information is generally required for the Intrastat Arrivals report; however, the PeopleSoft Intrastat Transaction Loader uses the field for return-to-vendor transactions (RTVs).

If you leave the field blank, the transaction loader uses the country code of the shipping PeopleSoft Inventory business unit as the default value for RTVs.

Region of Origin

Select the region or department from which the item was initially shipped for return to vendor. This information is generally required for the Intrastat Dispatches report.

If the initial shipping region or department for return to vendor is different than the one defined for the PeopleSoft Inventory business unit, enter a specific state code. The state code should belong to the country of the PeopleSoft Inventory business unit.

If you leave the field blank, the Intrastat Transaction Loader uses the state code of the shipping PeopleSoft Inventory business unit as the default region of origin. This default value is also used if a state code does not belong to the country defined for the PeopleSoft Inventory business unit.

Accept Any UOM (accept any unit of measure)

Select this check box if this item can be ordered in any UOM from this vendor. If you do not select this check box, you must set up an item-vendor UOM relationship for each UOM in which the item can be purchased from the vendor.

Note. This check box does not affect requisition processing. The system does not use this check box when displaying the available UOM's for an item on a requisition.

Accept Any Ship To

Select this check box if you want to receive the item from the vendor at any of the ship to locations. If you do not select this check box, you must establish an item-vendor ship to relationship on the Item Ship To Locations page.

Note. This check box does not override the corresponding field set up for the item on the Purchasing Attributes - Item Vendor page. If you do not select the Accept Any Ship To check box on either page, you must establish an item-vendor ship to relationship on the Item Ship To Locations page.

Stockless Item

Select this check box if an agreement has been set up with the vendor to supply this item for par inventory replenishment.

Note. If the Stockless Item check box was not selected for the item on the Purchasing Attributes - Purchasing Controls page, it won't be available at the item-vendor level on this page.

Lead Time Days

If you do not select the Use Item Standard Lead Time check box, this field is available for you to enter vendor-specific lead time values.

Check Order Multiples

Select this check box if you want to utilize order multiples for this item vendor and location. The system will check for order multiples for all the associated UOMs for this item vendor and location.

Rounding Rule

When utilizing order multiples specify the rounding rule you want the system to use so that calculations involving the item quantity ordered result in whole numbers. Options are:

• Natural Round: Decimal values greater than or equal to 0.5 are rounded up to the nearest whole number, and decimal values less than 0.5 are rounded down to the nearest whole number. For example, 1.223 rounds down to 1.0000, while 1.678 rounds up to 2.0000.

• Round Up: All decimal values are rounded up to the nearest whole number. So, both 1.223 and 1.678 round up to 2.0000.

See Understanding Order Multiple Rounding Rules.

Default

Select a UOM in which the item can be purchased from the vendor. Select the Default check box to have the PO Calculations process use this UOM on the purchase order when this vendor is chosen to source this item to. When multiple UOMs are established for the item-vendor combination, users can select which UOM to use as the default. Select at least one.

Min Qty, Max Qty (minimum quantity, maximum quantity)

Enter the quantity limits for orders in the selected UOM.

If you enter a requisition that does not fall within these quantities, you'll receive a warning. You do not receive an error because consolidation may bring the request within the defined limits. If the limits are not met when the request is processed by the PO Calculations process, you will receive an error.

If you enter a purchase order that does not fall within these quantities, you'll receive an error and the system will use the standard UOM and item standard price.

Order Quantity Multiple

Enter the order quantity multiple for each item vendor and UOM. This field is utilized if you are using the order multiples functionality.

A quantity of one appears by default.

Note. The order multiple for the UOM will be applicable if the Qty Precision field value is Whole Nbr (whole number) only.

Packing Details

Click this link to access the Packing Details page. Use this page to enter packing volume and weight information for the item along with item package dimensions by vendor.

Effective Dated UOM

Click this link to access the Effective Dated UOM page. Use this page to enter effective-dated conversion rate changes along with packing detail information.

Update PO

Click the link to access the Update Purchase Order page. Use this page to update existing purchase orders with the new effective-dated UOM conversion rate changes.

Rate Type

Select from these values:

Override: Select if the standard conversion rate does not apply for this item-vendor combination. Enter a conversion rate in the field that appears. The value that you enter in this field represents the conversion rate between the vendor UOM to one unit in the standard UOM.

Standard: Select to use the standard conversion rate.

For example, suppose that the standard UOM for the item is EA (each) and the vendor UOM is BOX. The standard conversion between EA and BOX is 12 to 1, that is, 12 each per box. However, for this vendor there are 24 each per box. Select the Override field value to specify a new conversion rate of 24 to 1.

Std UOM Rate (standard unit of measure rate)

Displays the standard conversion rate between the vendor UOM and the item's standard UOM that was established on the Units of Measure page.

Qty Precision (quantity precision)

Select the quantity precision to be used in UOM conversions:

Decimal: Round to four decimal places.

Whole Nbr (whole number): Round to a whole number and enable only a whole number to be entered.

Get Std Rate (get standard rate)

Click this button to display the standard UOM rate.

Qty Rcvd Tolerance % (quantity received tolerance percentage)

Enter the quantity received tolerance percentage to be used in the receiving transactions for this item-vendor UOM combination. This field appears by default from the Purchasing Attributes - Purchasing Controls page.

Standard Price Update Statusand BU Price Update Status (business unit price update status)

Select from these options for updating standard prices, business unit standard prices, or both:

No Update: Do not update prices.

To Be Upd (to be updated): Price is updated on the date in the Eff Date (effective date) field.

Note. If there are duplicate rows, the system uses these rules: If the effective dates are the same, the system checks the vendor priority. If multiple records are entered for the same vendor with the same effective date, the system selects the record with the standard UOM.

Updated: Price has been applied.

Use Item Standard Tolerances

Select this check box if you want to use the price tolerances established in the item's purchasing attributes. If not, specify the price tolerances in the tolerance fields provided.

Effective Date

Select the date when the new conversion rate become effective. The current date appears by default.

Conversion Rate to Base UOM

Enter the new conversion rate based on the base UOM.

Update PO (update purchase order)

Click this link to access the Update Purchase Order page. Use this page to update the existing purchase orders with the conversion rate change.

OK

When you click this button a message appears asking if you want to update the item vendor UOM with these changes. You can update the information or you can choose not to update the information.

Note. When updating from this page, the Item Vendor UOM will be updated with the most current effective-dated UOM regardless of which effective date row is shown on this page.

Effective Date

The current date appears by default when this page is accessed from the Vendor's UOM & Pricing Information page.

The effective date from the Effective Dated UOM page appears by default when this page is accessed from the Effective Dated UOM page.

Select an effective date.

PO Date Type

Select the date type the system will use to retrieve the purchase orders for update. The system compares the effective date to the purchase order date type. Options are:

• PO Date (purchase order date): All purchase order schedules within the purchase order lines that meet the search criteria and where the PO Date is greater than or equal to the effective date will display in the Retrieved Rows group box.

• Due Date: All purchase order schedules within the purchase order lines that meet the search criteria and where the due date on the schedule is greater than or equal to the effective date will display in the Retrieved Rows group box.

• Price Date Type: The system will first determine the Price Date Type (PO Date or Due Date) from the purchase order line. Then the system will retrieve the information based on the two scenarios above.

  Note. Since Price Date Type is defined at the purchase order line level, each line will be retrieved based on its Price Date Type (PO Date or Due Date).

Search

When you click this button the system displays in the Retrieved Rows group box all the purchase order schedules that match the search criteria entered.

Sel

Click this check box next to each purchase order schedule that you want to update with the new conversion rate change.

Click the Select All link to select all the purchase order schedules. Click the Clear All link to clear all the purchase order schedules that you previously selected.

PO ID (purchase order ID)

Click this link to access the Maintain Purchase Order - Purchase Order page. Use this page to view and maintain the purchase order.

PO Conversion Rate

Displays the existing purchase order conversion rate.

New Conversion Rate

Displays the new conversion rate that the system will use to update the purchase order schedules that you select.

Update Selected Rows

When you click this button the system will recalculate the expected standard quantity and store the new conversion rate for all the selected purchaser order schedules. The new conversion rate that is used is from the most recent effective-dated row that appears on the Effective Dated UOM page compared against the effective date that you select in the search criteria.

Update Item Vendor UOM

PO_RUN_UPDIVUOM

Items, Define Items and Attributes, Update Item Vendor UOM

Initiate the Update Item Vendor UOM Application Engine process (PO_UPDIVUOM) which can update current and future item vendor unit of measure conversion rate changes.

Effective Date

Select the effective date that you want to update the item vendor UOM conversion rate changes from.

The item vendor UOM is updated with the most recent effective-dated UOM changes using the effective date you select on this page as the reference. The effective date you select on this page can be in the past, current, or in the future.

Note. The timing for running this process is important. If the process runs after midnight, then you want to set the future conversion rate date to the date the rate actually becomes effective. If it is run before midnight, you want to enter the future conversion rate date as one day earlier. Alternatively, you can modify the selection criteria to select those where the effective date is tomorrow.

Also, to ensure the future dated conversion rate gets updated correctly on weekends and holidays we suggest you run this process every day, including weekends and holidays. Plus, we suggest you run the process first thing in the morning, before the start of each workday.

Miscellaneous Charges Selection

ITM_CAT_MC_CRITERA

• Items, Define Items and Attributes, Miscellaneous Charges, Miscellaneous Charges Selection

• Click the Selection Criteria link on the Miscellaneous Charges - Miscellaneous page.

Enter the criteria for the miscellaneous charges that will appear on the Miscellaneous Charges - Miscellaneous page.

Miscellaneous Charges - Miscellaneous

ITM_CAT_VNDR_MC

Click the OK button on the Miscellaneous Charges Selection page.

Assign miscellaneous charges and miscellaneous charge templates to different item and category combinations.

Price Adjustment

PRICE_ADJUSTMENT

Items, Define Items and Attributes, Price Adjustments, Price Adjustment

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

Items, Define Items and Attributes, Price Adjustments, Price Adjustment Details

Define the quantities and adjustment methods for each of the price adjustment rules.

Calc Type (calculation type)

For each adjustment rule, select one type of method by which adjustments will be calculated. Choose from:

Increment Adjustments: Each valid adjustment is made against the current (base or adjusted) price. For example, if you have a base price of 100 and two percentage adjustments of -10 percent each, then the first adjustment is deducted from the base price of 100, for a current adjusted price of 90. The second adjustment of -10 percent is deducted from 90 for a final adjustment price of 81.

Sum All Adjustments: Adjustments are summed and made against the original base price. For example, if you have a base price of 100 and two percentage adjustments of -10 percent each, the system takes the total adjustment of -20 and deducts it from the base price of 100 for a final adjusted price of 80.

Seq (sequence)

Enter the sequence number for each rule. Price adjustment rules are applied in ascending order.

Dflt UOM (default unit of measure)

Select this check box to use the default UOM for the item established on the Vendor's UOM & Pricing Info page. The system makes a default UOM adjustment when the UOM on the transaction is the same as the vendor default UOM or when the UOM on the transaction is not established for the item-vendor combination.

UOM Match (unit of measure match)

Select this check box to define an adjustment rule based on a specific UOM established for the item-vendor combination.

UOM (unit of measure)

If you selected the UOM Match check box, select the UOM that you want to use for adjustments. The item-vendor UOMs must first be established on the Vendor's UOM & Pricing Info page.

Match Ship

Select this check box to define an adjustment rule based on a specific ship to location code (setID/ship to) established for the item-vendor combination.

SetID, Ship To

Select the values if you selected the Match Ship check box.

Hard

Select this check box to indicate a hard price adjustment. This is an adjustment that the system uses to the exclusion of all other adjustments, even those with earlier sequence numbers.

Stop Price

Select this check box to indicate a final price adjustment. No further adjustments can be made after the system applies this adjustment.

Ignore Flg (ignore flag)

Select this check box to create a price adjustment scenario in which this price adjustment is ignored if the order qualifies for another adjustment. If no other adjustment applies, this adjustment will apply even if the Ignore Flg check box is selected.

Suppose you have the following price adjustment conditions for an item:

Apply a hard 10 percent discount if the UOM matches.

Apply a 100 USD discount, but ignore this if another adjustment applies. The Ignore Flg is selected for this adjustment.

If you order the item in the matching UOM, the 10 percent discount is applied and the 100 USD discount is ignored, according to the selected Ignore Flg option.

If you order the item in a non-matching UOM, you qualify only for the 100 USD discount. Because this is the only adjustment that applies, the adjustment can be applied.

Copy Price Adj. Qty (copy price adjustment quantity)

Click this link to define the same price break quantities for multiple adjustment details. Define the quantities for a location on the Price Adjustment Details page, then access the Price Adjustment page and insert a new row in the Adjustment by UOM scroll area. Return to the Price Adjustment Details page, access the newly inserted detail row, and click this link to copy the adjustment quantities from the previous definition to the new definition.

Min Qty/Max Qty (minimum quantity/maximum quantity)

Enter the minimum purchase order quantity allowed for this price. When you insert a new range, the minimum quantity for the new range defaults to the maximum quantity of the old range plus one.

Adjusted Price

Enter the adjusted price that you want. The adjustment amount/percent is automatically calculated and appears.

Note. This column is provided for informational purposes only. If you have multiple adjustments for a particular transaction, the final adjusted price will not equal any of the adjusted prices calculated for the adjustment rules. The adjusted price provides an idea of what would happen if only the single adjustment was applied.

Vendor's UOM & Pricing Info (vendor's unit of measure and pricing information)

ITM_VENDOR_UOM

Items, Define Items and Attributes, Purchasing Attributes, Item Vendor

Click the Item Vendor UOM link on the Purchasing Attributes - Item Vendor page.

Update item/vendor prices and choose to apply the price changes to the item's standard price and PeopleSoft Purchasing business unit standard prices.

Purchasing Business Unit Attributes

IMT_BU_PUR

Items, Define Items and Attributes, Purchasing Attributes, Purchasing Controls

Click the BU Attributes link on the Purchasing Attributes - Purchasing Controls page.

Mark items for standard price updating at the business unit level. This is a mandatory step for updating at the business unit level.

Item Loader

RUN_IN_ITMLOAD

SCM Integrations, Process Transactions, Items, Item Loader

Mark items for standard price updating and business unit standard price updating when item/vendor UOM price records are entered in batch. The Item Loader process (IN_ITMLOAD) is run to update the PeopleSoft application tables with the item data in the Item Loader staging tables.

Price Update

RUN_PO_PRICE_UPD

Items, Define Items and Attributes, Update PO Price, Price Update

Run the Price Update application engine process (PO_PRICE_UPD) to scan the Item/Vendor UOM tables to locate item/vendor prices that have become effective and calculate the item's new standard price or business unit standard price based on the item/vendor UOM price.

As of Date

Select to process prices that are currently effective.

Date Range

Select to process prices that are in effect within the range that you specify in the Date From/Date To fields.

Item Ship To Locations

ITM_SHIPTO_VNDR

Items, Define Items and Attributes, Item Ship To Locations

Set up a prioritized list of vendors and vendor locations for a particular item and ship to location combination.

ShipTo SetID, Ship To

Select each shipping location that you're defining for the item. Ship to location codes are established on the Ship To Locations page.

Include in Planning

Select this check box to enable purchase options to be created in PeopleSoft Supply Planning for the PeopleSoft Inventory business unit related to this ship to location.

The purchase option then enables the creation of new purchase orders through PeopleSoft Supply Planning for this PeopleSoft Inventory business unit. If this check box is not selected at the item-ship to level, it will not be available at the item ship to vendor level on the grid.

Vendor

Select a vendor. Available vendors are those for which item vendor relationships have been established on the Purchasing Attributes - Item Vendor page.

Purchasing Kit Definition

PURCH_KIT_TBL

Items, Define Items and Attributes, Purchasing Kit Definition

Define purchasing kits.