Understanding the Requisition Business ProcessThis chapter provides overviews of the requisition business process and the value-added tax (VAT) drivers, VAT driver keys, and the defaulting hierarchy for VAT defaults and discusses how to:
Create requisition header information.
Create requisition lines.
Create requisition schedules.
Use pegging with requisitions in PeopleSoft Purchasing.
Enter distribution information.
Copy an existing requisition to a new requisition.
Print requisition templates.
Preview and print requisitions.
Understanding the Requisition Business ProcessYou can add a level of control early in the procurement life cycle by entering item requests using requisitions.
You enter requisitions into PeopleSoft Purchasing using either the PeopleSoft Purchasing online requisition pages or the Purchasing Requisition Loader process (PO_REQLOAD). This chapter discusses requisition entry using the online requisition pages.
Requisitions consist of these basic elements: headers, lines, schedules, and distributions. Each requisition has one header, which can have multiple lines. Each line can have multiple schedules. Each schedule can have multiple distributions.
The schedule defines when and where you want the line items delivered. The distribution defines internal information for the schedule, such as how accounts and departments should be charged for the purchase and how much of the total price each department should pay.
If you create a requisition using all available defaulting values, you have to access only one page, the Maintain Requisitions - Requisition page. You don't need to access other pages, except to confirm or edit information that populated the transaction from the default hierarchy.
Here is the basic flow of requisitions in PeopleSoft Purchasing:
Create the requisition in one of two ways:
Use the online requisition pages.
Use the Purchasing Requisition Loader process, which loads requisitions from external sources and PeopleSoft Inventory, PeopleSoft Order Management, PeopleSoft Project Costing, PeopleSoft Maintenance Management, and PeopleSoft Product Configurator (if these applications are installed with PeopleSoft Purchasing).
Approve the requisition.
The requisitions can require approval of amounts and ChartFields, or you can configure the users with authority to enter requisitions that require no additional approvals.
Run the Commitment Control Budget Processor Application Engine process (FS_BP), if you've enabled the Commitment Control feature.
This process determines whether funds exist to cover the cost of the requisition. You can also run this process as a background process.
Copy request for quote (RFQ) or strategic sourcing events.
Copy the requisition into an RFQ or strategic sourcing event for the bidding process.
Source the requisition to purchase orders or inventory demand.
After you approve the requisition, it is sourced into purchase orders through online sourcing pages or background processes. You can source the requisition to PeopleSoft Inventory through the Build Inventory Demand process (PO_REQINVS). You can also copy the requisition directly into a purchase order using the online pages.
Run the Requisition Reconciliation process (PO_REQRCON) to close qualifying requisitions.
Pegging in PeopleSoft Purchasing
By using the pegging feature, you can tag requisitions or purchase orders to be used to meet specific demand such as sales orders, interunit transfers, or production IDs.
See Using Pegging with Requisitions in PeopleSoft Purchasing.
See Also
Understanding the Close Requisitions Process
Understanding the Purchasing Requisition Loader Application Engine Process (PO_REQLOAD)
Understanding VAT Drivers, VAT Driver Keys, and the Defaulting Hierarchy for VAT DefaultsThe following table lists the PeopleSoft Purchasing VAT drivers and associated VAT driver keys for the VAT Defaults component. The table also indicates which drivers control defaults for the Services VAT Treatment:
|
VAT Driver |
VAT Driver Keys |
PeopleSoft Application |
Country |
State |
Applicable to Regular VAT Defaults |
Applicable to Services VAT Treatment Defaults |
|
Item BU |
Item SetID Item ID Business Unit |
Purchasing |
Optional |
Optional |
Yes |
No |
|
Item |
Item SetID Item ID |
Purchasing, Payables |
Optional |
Optional |
Yes |
Yes |
|
Item Category |
Item SetID Category Code |
Purchasing |
Optional |
Optional |
Yes |
Yes |
|
Vendor Location |
Vendor SetID Vendor ID Vendor Location |
Purchasing, Payables |
Optional |
Optional |
Yes |
Yes |
|
Vendor |
Vendor SetID Vendor ID |
Purchasing, Payables |
Optional |
Optional |
Yes |
Yes |
|
PO Business Unit |
Business Unit |
Purchasing |
Optional |
Optional |
Yes |
No |
|
PO Options |
SetID Process Option ID |
Purchasing |
Optional |
Optional |
Yes |
Yes |
|
VAT Entity Registration |
VAT Entity Country |
All |
Required |
Optional |
Yes |
No |
|
VAT Country |
Country |
All |
Not applicable |
Optional |
Yes |
No |
|
Credit Card Provider |
Vendor SetID Credit Card Vendor |
Purchasing |
Optional |
Optional |
Yes |
No |
See Also
Creating Requisition Header InformationThis section discusses how to:
Enter requisition header information.
Enter requisition header defaults.
Search for vendors.
View address details.
Create one-time requisition default addresses.
Apply requisition header default field value changes to existing lines, schedules, and distributions.
Enter requisition header comments.
Use standard comments.
View currency exchange rate information.
Order kit items.
Order items by catalog.
View item details.
View qualifying item vendors.
Define item aliases.
Request favorite items.
Pages Used to Create Requisition Header Information
Entering Requisition Header InformationAccess the Maintain Requisitions - Requisition page.
|
Status |
Displays the requisition status: Open: Displays by default from the requester. The requisition is not eligible for the approval process until an authorized user changes this status to Pending Approval. Pending Approval: The requisition is eligible for the approval process. Approved: The requisition is approved. Line Approved: One or more requisition lines are approved. Note. An individual requisition line that originates in PeopleSoft eProcurement can be approved and eligible for sourcing even if the entire requisition is not fully approved. Note. Requisitions in Canceled and Completed statuses are not available on this page and can only be viewed using requisition inquiry pages. |
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Click to approve the requisition, including all of its lines. |
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Click to cancel the requisition. Cancelation is irreversible, and you must create a new requisition. You cannot change a canceled requisition. You are allowed only to cancel a requisition if you are granted authorization on the Define User Preferences - Procurement: Requisition Authorizations page. |
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When a requisition is eligible for change order tracking, the system makes the Create Header Change button available for use. The system makes all eligible change order fields available for entry. Inserting a new line or schedule or canceling an existing line or schedule may create a change order. You can't delete a line or schedule if that line or schedule is eligible for change order tracking. If you cancel a line, you also cancel its schedules and distributions. Once you click the Create Header Change button, the system checks to see if this is the first change order for this requisition. If so, the system inserts change order fields with the batch number and sequence number of 0 to store the original, history values for the requisition. |
|
Budget Status |
Displays the requisition budget checking status, if budget checking is enabled. Not Chk'd (not checked): This is the requisition's initial budget checking status. The status may also return to this value after a value change that affected the budget status. Valid: The requisition has been successfully budget checked. Error: The requisition has failed budget checking. The text is enabled as a link, which you can click to access the Requisition Exceptions page, where you can view budget check exceptions for this requisition. Users with appropriate authority can override the budget exceptions on the Requisition Exceptions page. |
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Click to invoke budget checking to verify that funds exist in the appropriate accounts to cover the price on the requisition. This option appears if budget checking is enabled for the database. |
|
Hold From Further Processing |
Select this check box to temporarily prevent further processing of the requisition. The requisition will not be eligible for approval, unapproval, cancelation, closure, or sourcing to a purchase order. In addition, budget checking is determined by the selection criteria that you define as part of the Source Transaction definition for the Commitment Control Budget Processor process and whether you have selected the Hold From Further Processing check box for the requisition. If the HOLD_STATUS = N for the Selection Criteria for the Source Transaction, and the Hold From Further Processing check box is selected, and you perform budget checking, no budget checking will occur for the requisition. If the HOLD_STATUS is not entered as Selection Criteria for the Source Transaction, and the Hold From Further Processing check box is selected, and you perform budget checking the budget checking process will execute for the requisition. If the HOLD_STATUS = Y for the Selection Criteria for the Source Transaction, and the Hold From Further Processing check box is selected, and you perform budget checking, the budget checking process will execute but will only process the requisitions that are marked on hold. |
Header
|
Requisition Date |
Select the creation date of the requisition. |
|
Origin |
Select the origin of the requisition. Origin codes are defined on the Origin Codes page. |
|
Currency Code |
Displays the requisition transaction currency. This value is populated from the Requester Setup page (REQUESTOR_TBL) by default if the business unit allows multicurrency requisitions. If there is no currency set up in the requester table, it appears by default from the business unit. If the business unit does not allow multicurrency requisitions, the currency field value is populated from the business unit and cannot be overridden on this page. |
|
Accounting Date |
Determines the open period or allowable open date range for budget checking a requisition when you are using commitment control. If the requisition's accounting date falls before or after the open period date range, the system provides a message or warning to prevent you from running budget checking. This field is available only if commitment control is enabled. |
|
Card Number and Card Type |
The requester procurement card and type appears by default from the Requester Setup page. You can override the procurement card that appears. Only the valid procurement cards for this requester are available for selection. |
|
Expiration Date |
Displays the expiration date of the procurement card. |
|
Use Procurement Card |
This settings appears by default from the Requester Setup page. You can override the setting of this check box. If you select this check box the procurement card will be used as the payment method for the requisition. |
Amount Summary
If you're using VAT, the Merchandise Amount, Tax, and Total Amount appear under the Amount Summary group box.
|
Total Amount |
Displays the total amount for all lines in the transaction currency. |
|
Total Base Amount |
Displays the total amount for all lines in the base currency. |
|
Recalculate Gross Amount |
Use this option to recalculate the tax and total amount upon request. Note. This option is available only if VAT is installed. |
Additional Information
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View Printable Version |
Click this link to review the requisition printout on the screen. Clicking this link does not print the requisition. Be aware that the requisition is saved prior to display. To preview the requisition, you must enter header, line, schedule, and distribution information. |
|
Delete Requisition |
Click this button to delete the requisition header and all records associated with the requisition. When you click this button, you must confirm that you want to delete the requisition. The system makes this field available for entry only if you are authorized to delete requisitions on the User Preferences - Procurement: Requisitions Authorizations page. |
See Also
Creating Requisition Change Orders
Approving Requisitions and Purchase Orders Using Workflow
Entering Requisition Header DefaultsAccess the Requisition Defaults page.
When you change the default requisition header information and exit this page, whether you use the Default or Override option, the system prompts you with the Retrofit Field Changes to All Existing Requisition Lines/Schedule/Distributions page.
Default Options
|
Default |
If you select this option, the new default value that you enter on this page is assigned to the given field if no other value is assigned from prior defaults. |
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Override |
If you select this option, the new value that you enter on this page overrides any value that is assigned from prior defaults. Only non-blank values are assigned. Note. If you are maintaining a requisition that is associated with a PeopleSoft Maintenance Management work order, the system will
not override the changes you make on this page for PeopleSoft Project Costing information ( PC Business Unit, Project, and
Activity fields) and asset information (AM Business Unit and Profile ID). |
Header
|
Category |
Select a default category code for the requisition. Selecting a default value here can facilitate the ability to request ad hoc (description-only) items. |
|
Unit of Measure |
Select a default unit of measure for the requisition. Selecting a default value here can facilitate the ability to request ad hoc (description-only) items. |
Item Defaults
|
Ship To |
Select the default location to where the vendor will ship the order. |
|
Due Date |
Enter the default shipment due date to populate the requisition schedule. If you don't specify a due date here, when you source the requisition to a purchase order, the system derives the due date by incrementing the purchase order date by the number of lead time days defined for the item. If the item is not defined in the system, or if ordering by description-only, the due date becomes the purchase order due date by default. Note. If the PeopleSoft Inventory business unit associated with the ship to location requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page and the due date that you enter here falls on a defined closure date, the system issues a warning. You can choose to keep the invalid date, or use the next valid date on the calendar. |
|
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. |
|
Distribute by |
Select to distribute by either amount or quantity. When you select the Override option on this page, you can set up multiple distribution lines. You then enter the percentage for each distribution in the distribution details. The sum of the line distribution percentages must equal 100 percent. |
|
Liquidate by |
Liquidate the outstanding pre-encumbrance and encumbrance balances by amount or quantity. Note. This field is available only if commitment control is enabled and you choose the Liquidate by Quantity option on the Purchasing Definition - Business Unit Options page. If commitment controlled is not installed, or you do not choose the option to liquidate by quantity on the purchase order business unit page, the budget processor balance will liquidate by amount only. |
Amount Summary
|
SpeedChart |
Select a default SpeedChart. The SpeedChart feature enables you to use a code that contains preset distributions. |
Distributions - Details Tab
|
Budget Date |
If you are using commitment control, the system defaults the budget date from the accounting date, but you can override it. When you save the requisition, the system confirms that the budget date here is within the valid open period date range for the PeopleSoft General Ledger business unit. |
Distributions - Asset Information Tab
Select the Asset Information tab.
|
Business Unit (PeopleSoft Asset Management business unit) |
Select a PeopleSoft Asset Management business unit to associate with the asset item. Note. If you consider an item to be an asset and plan to pass it to PeopleSoft Asset Management through the PeopleSoft Receiving
business process, you must populate both the PeopleSoft Asset Management business unit and Profile ID fields. |
|
Profile ID |
Select an asset profile ID. |
|
Capitalize |
Designates a capitalized item. A PeopleSoft Asset Management business unit must be selected in order for this check box to be enabled. If the item is capitalized, it can be depreciated before being paid. |
|
Cost Type |
Select the cost type associated with the item purchase, if applicable. Cost types represent components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating production cost to one cost type and the profit margin to another. Cost type, in combination with asset category and transaction code, determines which accounts the costs are entered into in the general ledger. |
See Also
Understanding ChartField Configuration
Understanding PeopleSoft ChartFields
Specifying Business Unit Closure Dates
Establishing Operation Closure Dates
Searching for VendorsAccess the Vendor Search page.
|
Class |
Select a class of vendors: A (attorney), E (employee), H (HRMS), or R (outside party). |
|
Type |
Select a type of vendor: ADV (advertising), CNS (consultant), CNT (contractor), ENT (entertainment), FRG (foreign supplier), GVT (government), MNR (minority vendor), PR (public relations), TRD (tradesman), TRN (transportation), or TRV (travel related services). |
Viewing Address DetailsAccess the Address page.
When this page functions as a ship to address page, the address that appears is the address where the items will be shipped to. When this page functions as a vendor address page, the address that appears is the address that appears on the purchase order for the vendor.
The information on this page is populated by the system from the address information entered on either the Location - Location Definition page or the Vendor Information - Address page.
See Also
Creating One-Time Requisition Default AddressesAccess the Req One Time Address Default page.
The fields on this page are identical to those on the Vendor Information - Address page. However, there are no Effective Date or Status fields on this page because the address information on this page is used only for a one-time shipping address and is not retained by the system.
If you have added address information on this page, upon exiting the page, you'll be prompted with the Retrofit Field Changes To All Lines page, where you can select the default field changes that you want to apply to all applicable areas of the selected transaction document.
You cannot define a one-time address for direct shipment requisitions. To change the address for a direct shipment you must go to the sales order in PeopleSoft Order Management and make the address change there.
See Also
Applying Requisition Header Default Field Value Changes to Existing Lines, Schedules, and DistributionsAccess the Retrofit field changes to all existing line, schedule, and distribution page.
When accessed from the requisition-related Header Defaults page, this page enables you to retrofit the header default field value changes to lines, schedules, and distributions on a requisition without having to manually apply them to each area. You can make the changes once and apply as many of them as you want to the transaction.
The option to apply these defaults is available depending on whether you select the Default or Override option on the requisition-related Header Defaults page.
Category and unit of measure defaults can be applied at the line level only for ad hoc (description-only) item requests.
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Apply |
Select to apply the header default field value change to the distribution line that appears in the Distrib Line (distribution line) field. For example, if you select Apply for Distrib Line 3, the change will be applied to each Distrib Line 3 that appears on the requisition. If the Distrib Line field is blank, the header default field value change does not apply at the distribution level. In this case, select the Apply option to carry the header default field value change to the line or schedule level instead. |
|
Distrib Line (distribution line) |
Displays the distribution line affected by the field value change. If this field is blank, the header default field value change does not apply at the distribution level. |
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Apply to All Distribs (apply to all distributions) |
Select to apply the header default field value change to all existing distribution lines on the transaction, regardless of the value that appears in the Distrib Line field. A distribution percentage value (DISTRIB_PCT) is specific to an individual distribution line. Therefore, the Apply to All Distribs option is unavailable for this field value change. |
See Also
Entering Requisition Header Information
Entering Requisition Header CommentsAccess the Header Comments page.
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Retrieve Active Comments Only |
Select to retrieve only active comments. In Add mode, this check box is selected and cannot be cleared. Once you inactivate a comment line using the Inactivate button, save, and then re-enter the transaction, you cannot access the comment line when this check box is selected. You can clear this check box to retrieve the comment line that you inactivated, in addition to any active comment lines. |
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Sort Method |
Select the method that you want to use to sort the comments retrieved: Comment Time Stamp: Select to sort the comments by the time stamp assigned by the system when they were created. Vendor Flag: Select to sort by comments flagged to be sent to the vendor. |
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Retrieve |
Click this button to load existing comments into the comments text box. This button appears only if existing comments are available. |
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Sort |
Click this button to sort comments according to the selections that you made in the Sort Method and Sort Sequence fields. |
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Copy Standard Comments |
Click this link to copy standard comments to the requisition header comments. When you click this link the Standard Comments page appears. |
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Inactivate |
Click this button to inactivate the currently displayed comment. The comment is not actually deleted, but is set to an inactive status. If you need to retrieve inactive comments, you must clear the Retrieve Active Comments Only check box and then click the Retrieve button. This enables you to retrieve all inactive comments. Note. Re-retrieving the comments will override all the comments that you have worked on. However, any context that was previously saved as a standard comment will be saved after the transaction is complete. |
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Send to Vendor |
Select if you want comments to appear on purchase orders dispatched to vendors. If the comments are for internal use only, leave the check box clear. The Send to Vendor option applies to comments in the comment text box only, not to the documents that you attach using the Associated Document fields. |
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Shown at Receipt |
Select if you want comments to appear on the receipt documents. |
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Shown at Voucher |
Select if you want comments to appear on the vouchers. |
Associated Document
Use the fields in this group box to attach files to the transaction. You can attach any type of file. The documents that you choose to attach do not transmit with the purchase order to the vendor.
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Attachment |
Displays the attachment ID. This field is unavailable for entry because the attachment is automatically assigned. |
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Attach |
Click this button to attach a document to the comments. When you click the attach button you will be prompted to select a file for uploading. Select the file, and then click the Upload button. |
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View |
Select this button to display an attachment that has already been linked to the comments. |
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Go To Source |
If the transaction's comments originated with another transaction, you can click this link to view the originating source transaction. This link is available only if a source is available. For example, if the requisition was copied from another requisition containing these comments, you can select this link to view the originating requisition. |
Using Standard CommentsAccess the Standard Comments page.
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Action |
Select the action that you want to perform on the standard comments: Copy Comment: Select to make the standard comments that you select available on the Comments page. You can use the standard comments as they are or modify them. Modifications to the standard comments on the Comments page do not affect the original standard comments. If you select this option, you must also select the Comment Typeand Comment ID for the standard comment that you want to use. The text of the selected standard comment appears in the text box at the bottom of the page. Link to Comment: Select to copy the selected standard comments to the Comments page. If you select this option, you cannot modify or add to the text of this comment. You can use this option multiple times to include more than one standard comment. If you select this option, you must also select the Comment Type and Comment ID for the standard comment that you want to use. The text of the selected standard comment appears in the text box at the bottom of the page. Create New Comment: Select to enter a standard comment for an existing or new comment ID within an existing standard type. The comment that you enter becomes a new standard comment available on the standard comment table and is carried over to the transaction. |
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Comment Type |
Select a standard comment type code. Standard comment types are defined on the Std Comm Type page. |
|
Comment ID |
Select a standard comment using its comment ID. There are different comments available depending on the selected standard type. These comments and their IDs are user defined on the Standard Comments page. |
See Also
Viewing Currency Exchange Rate InformationAccess the Currency Information page.
|
Rate Quotation Basis |
Displays the quotation basis for the exchange rate as defined on the Currency Quotation Method page. If no quotation method is defined, the quotation basis is Direct. |
|
Quote Units |
Displays the quote units for the exchange rate as defined in the Currency Quotation Method page. If no quotation method is defined, the quote unit is 1. |
|
Triangulate |
Displays the triangulated setting for the exchange rate as defined in the Currency Quotation Method page. If no quotation method is defined, the triangulated setting is N. |
|
Reference Currency |
Displays triangulated exchange rates only and shows the reference currency used in the triangulated exchange. |
|
Current Quote |
Displays the current exchange rate used to convert the From currency to the To currency. A direct, non-triangulated rate shows quote units (or 1) on the left side of the equal sign and the visual rate on the right. For example: 1 USD = 1.40000000 CAD An indirect, non-triangulated rate displays the visual rate on the left side of the equal sign and quote units (or 1) on the right. For example: 1.400000000 CAD = 1 USD A triangulated rate displays two component rates of the triangle: the rate for converting the From currency to the Reference currency, and the rate for converting the Reference currency to the To currency. For example, for a direct rate quotation basis, USD to FRF involves triangulation, so 1 USD equals 5.69061334. The second rate for EUR is quoted indirectly. The third rate for EUR to FRF is direct and reads as follows: 1.1527 USD = 1 EUR = 6.55957 FRF |
|
Historic Quote |
Displays a quote indicating the quotation method originally used by a historic exchange rate, if the system determines that the quotation method originally used by the historic rate was different from the current quotation method. For example, the Historic Quote field displays a quote if the historic rate converted the From currency to the To currency directly using a calculated reciprocal rate, but the current quotation method for the currency pair is now indirect. The field would also display a quote if the historic quote method was non-triangulated and the current quote method is triangulated. If the system does not determine that the historic and current quote methods are different, the Historic Quote field displays Not Applicable. |
|
Exchange Rate |
Displays a single visual rate for non-triangulated exchange rates or displays all three component visual rates for triangulated exchange rates. The cross rate for triangulated exchange rates is editable only if the Allow Override check box is selected in the exchange rate's quotation method definition. |
See Also
Ordering Kit ItemsAccess the Enter Kit Items page.
PeopleSoft Purchasing kits are defined on the Purchasing Kit Definition page as a single item ID, representing two or more component items.
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Kit Quantity |
Enter the number of kits that you want to order. Each item in the kit appears on a separate line on the transaction document. The quantity ordered for each item is equal to the quantity defined in the kit definition multiplied by the number of kits ordered. |
Ordering Items by CatalogAccess the Order By Catalog page.
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Retrieve Items |
Click to retrieve a list of the items in the selected category. |
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Item Search |
Click to display the entire catalog or a selected category. You can also click to retrieve a list of items that meet the requirements defined in the Item Search Options fields. Note. This option is not available if the Item Search Options field is List All. |
|
Limit Items by Vendor |
Select to limit the search to catalog items offered by the vendor designated on the Maintain Purchase Order - Purchase Order page. This check box is available only when the Order By Catalog page is accessed from the Maintain Purchase Order - Purchase Order page. |
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Order |
Click this button to add selected items to the transaction document. For the item to be added, you must select the Sel check box for the item and enter a quantity in the Qty Ordered field. |
|
Line Page |
Click this link to return to the page from which you accessed the Order By Catalog page. |
Viewing Item DetailsAccess the Item Details page.
The field values on this page display by default from the Item Definition - General: Common page and the Purchasing Attributes page. The manufacturer description information displays by default from the Manufacturer page.
Viewing Qualifying Item VendorsAccess the Item Vendor Priority page.
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Status |
Displays the status of the item availability. Values are: A (active): Item has a current effective date. D (discontinued): Item has been discontinued by the manufacturer, or the vendor has decided to no longer supply the item. H (hold): Item is temporarily unavailable from the vendor. I (inactive): Item has an expired effective date. X (to be deleted): Item is unavailable and will be or has been deleted from the system. You can use this status to write SQL scripts to remove obsolete items from active tables. |
|
Item Vendor Priority |
Displays the numeric rating assigned to each of the selected item approved vendors. This rating designates the priority that the organization places on ordering the selected item from that vendor. The field values appear by default from the Purchasing Attributes - Item Vendor Priority page. |
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Price |
Displays the vendor standard price for the selected item. This information appears by default from Vendor's UOM & Pricing Info (vendor's unit of measure and pricing information) page. |
Defining Item AliasesAccess the Set Item Alias page.
|
Item Alias |
Enter an item alias. The alias is available once you save the transaction document. If you don't save the originating transaction document, the alias is not saved. The item alias is associated with a user ID and is available only to the specific user. |
Requesting Favorite ItemsAccess the Requester Favorite Items page.
This page lists all items that have been requested by the requester. You can also manually add or remove items from this list of favorites.
Select item check boxes to transfer the items to the requisition when you click OK.
|
Last Date |
Displays the last date on which the requester ordered the item. |
|
Count |
Displays the quantity of the item requested in the requesters last order of the item. |
Creating Requisition LinesThis section discusses how to:
Enter requisition line information.
Search for items.
Enter requisition line defaults.
Apply requisition line default field value changes to existing distributions.
Enter requisition line details.
Access item descriptions.
View catalog category hierarchies.
View buyer contact information.
Enter line comments.
Access item specifications.
Search for item categories.
Pages Used to Create Requisition Lines
Entering Requisition Line InformationAccess the Line scroll area on the Maintain Requisitions - Requisition page.
Requisition line numbers are assigned in the order in which you generate them, regardless of where you insert the lines. For example, if you open a requisition with five lines and insert a new line between lines one and two, the new line is numbered six, even though it appears between lines one and two. When you save the requisition, leave the page, and re-access the requisition, the last lines that you entered appear at the bottom of the scroll area.
If you create multiple requisition schedules for a requisition line, the quantity, unit of measure, price, and ship to location fields on the corresponding line on the Maintain Requisitions - Requisition page are unavailable for entry. This indicates that there are multiple values for one or more fields on the Maintain Requisitions - Schedule page.
Details Tab
Select the Details tab.
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Click the Details button to access the Maintain Requisitions - Details for Line page. Use this page to view the details for the requisition lines. |
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Item |
Select the ID of the item that you want to order. If the item that you want to order does not have an item ID, you can choose to order the item by description only. To do this, enter item information in the Description field. |
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Description |
Enter a description of the item that is listed in the Item field. If you are ordering an item by description only, enter item information in this field. If you specify an item ID, the description appears from the Purchasing Attributes page; you cannot change it. |
|
Quantity |
Enter the item quantity to order. The quantity is recalculated if you change the unit of measure. |
|
UOM (unit of measure) |
Enter the unit of measure for the requested item. |
|
Category |
Enter the category for the item on the requisition line. If you specify an item ID, the category appears from the Purchasing Attributes page; you cannot change it. |
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Price |
Item price derived through the pricing default hierarchy. This value can be changed if enabled according to the default hierarchy. If you are ordering an item by description-only, enter the item price. If you are using commitment control, the price field is unavailable for modification when a requisition schedule that is distributed by quantity, has been partially or fully sourced to a purchase order. This field is also unavailable for modification when creating a change order for a requisition (that is distributed by quantity) that has been partially or fully sourced to a purchase order. |
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Use ProCard (use procurement card) |
This check box appears as selected for the line if you have the Use Procurement Card check box selected at the header level. If you select this check box, this purchase order line will be charged to the procurement card. |
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Click the Line Comments button to access the Line Comments page. Use this page to maintain line comments. |
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Click the Line Defaults button to access the Details for Line page. Use to page to maintain line defaults. |
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Click this button to access the Maintain Requisitions - Schedule page, where you can view schedule shipment details and distribution information. |
Status Tab
Select the Status tab.
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Click the Cancel Line button to cancel a line on the requisition. |
Vendor Information
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Vendorand Location |
Displays the vendor and the priority location for the item and vendor. See Defining Purchasing Item Vendor Relationship Attributes and Priorities. |
Sourcing Controls Tab
Select the Sourcing Controls tab.
These values control the unit price tolerances that the system uses to determine if a requisition can be accepted by the PO Calculation process (PO_POCALC). The PO Calculations process calculates the correct price for a purchase order based on the item vendor or item price plus or minus any price adjustments. It may use the contract price if a contract is used and the Use Contract Base Price option is selected on the contract line.
The system applies the sourcing unit price tolerance to the suggested price on the requisition and then compares the result with the calculated purchase order price. If the purchase order price is outside the tolerance, the PO Calculations process rejects the staged row.
If you change the price of an ad hoc item on the Requisition Selection - Sourcing page, and the price exceeds tolerances defined here, the ad hoc row is not rejected. Instead, the system recognizes that the price exceeds the defined tolerances, issues a warning, and gives you the option to accept the newly entered price or reset it to the price defined on the original requisition.
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Source Date |
Enter the date when the requisition is available for sourcing. The default value is the current system date. The requisition is available on the Requisition Selection page and AutoSelect Req page only after the source date. |
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Override Suggested Vendor |
Select this check box to enable the sourcing process to override the suggested vendor. If you select this check box, the system overrides any vendor suggested on the requisition line with the vendor selected based on the applicable sourcing method. The setting of this check box is dependent on the setting of the Override Preferred Vendor check box on the User Preferences - Procurement: Requisition Authorizations page. If the Override Preferred Vendor check box is selected, the Override Suggested Vendor check box is selected and can be cleared. If the Override Preferred Vendor check box is clear, the Override Suggested Vendor check box is selected and cannot be cleared. The logic behind this setting is that if you are not authorized to override the preferred vendor, you must accept the vendor selected by the PO Calculations process. |
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Consolidate with other Reqs (consolidate with other requisitions) |
Select this check box to source the line item to a purchase order line, along with quantities of the same item from other requisitions. If selected, you must also select the Override Suggested Vendor check box. |
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Source to Inventory |
Select this check box to source this requisition line from inventory. The check box is selected by default for inventory items. If selected, the Build Inventory Demand process (PO_REQINVS) attempts to fulfill the request. If it cannot fulfill the full demand, the remaining order quantity is sourced to a purchase order. |
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Sourcing Controls |
Select the method for sourcing tolerances. Values are:
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Tolerance/Tolerance Under |
Enter the upper and lower tolerances. Prices that exceed these tolerances are rejected. Enter an amount or a percentage, depending on the type of unit price tolerance that you choose. A tolerance of 0 means that the requisition price must match the purchase order price. It does not mean that tolerances do not apply. |
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% Unit Price Tolerance (percent unit price tolerance) |
If you select a Sourcing Controls of % Unit Price Tolerance, then enter the base price tolerances on a percentage of the suggested requisition price. If you want no tolerances to apply, enter exactly 999.99. |
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Unit Price Tolerance |
If you select a Sourcing Controls of Unit Price Tolerance then enter the base price tolerances on an amount over or under the suggested requisition price. In Add mode, 999999.99999 appears by default. If you want no tolerances to apply, enter exactly 99999999.99999. |
See Also
Understanding Purchasing Item Information
Understanding the UOM Conversion Hierarchy
Searching For ItemsAccess the Item Search Criteria page.
All of the fields available for entry on this page compose the item search criteria. The system finds all items that match the search criteria entered. You can perform as wide or narrow a search as needed, but you must enter at least one search parameter. The values that appear on this page are defined in the Item Definition component.
Then after the search results appear, select the check box next to the associated item and click the Return button to populate the selected transaction line on the page from which you originally accessed this page. Selecting this check box causes the selected item to overwrite any existing item on the selected line on the page from which you accessed this page.
See Also
Entering Requisition Line DefaultsAccess the Defaults for Line page.
When you change requisition line default information and exit the page, whether using the Default or Override option set at the header, the system prompts you with the Retrofit field changes to all the distributions on the requisition line page.
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Default Options |
Displays either Default or Override. This value is defined on the Requisition Defaults page. |
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SpeedChart |
Select a default SpeedChart. The SpeedChart feature enables you to use a code that contains preset distributions. |
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Copy Header Defaults |
Click this link to copy requisition header distribution defaults to the line. |
Details Tab
Select the Details tab.
Enter the percentage for each distribution in the distribution details. The sum of the line distribution percentages must equal 100 percent. If the Default Options field is set to Override, you can set up multiple distribution lines.
See Also
Entering Requisition Header Defaults
Understanding PeopleSoft ChartFields
Applying Requisition Line Default Field Value Changes to Existing DistributionsAccess the Retrofit field changes to all the distributions on the requisition line page.
Note. This page is very similar to the Retrofit field changes to all existing requisition lines/schedule/distributions page.
When accessed from the requisition-related Defaults for Line page, this page enables you to retrofit the line default field value changes to schedules and distributions on a requisition without having to manually apply them to each area. You can make the changes once and apply as many of them as you want to the transaction.
The option to apply these defaults is available depending on whether you select the Default or Override option on the requisition-related Requisition Defaults page.
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Apply |
Select to apply the line default field value change to the distribution line that appears in the Distrib Line (distribution line) field, if it exists on the selected requisition line. |
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Distrib Line (distribution line) |
Displays the distribution line affected by the field value change. |
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Apply to All Distribs (apply to all distributions) |
Select this check box to apply the line default field value change to all existing distribution lines on the requisition line, regardless of the distribution line value that appears. A distribution percentage value (DISTRIB_PCT) is specific to an individual distribution line. Therefore, the Apply to All Distribs check box is unavailable for this field value change. |
Entering Requisition Line DetailsAccess the Maintain Requisitions - Details for Line page.
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Create Line Change |
When a requisition is eligible for change order tracking, the system makes this button, and all change order fields, available for entry. Inserting a new line or schedule or canceling an existing line or schedule may create a change order. You can't delete a line or schedule. If you cancel a line, you also cancel its schedules and distributions. Once you click the Create Line Change button, the system checks to see if this is the first change order for this requisition. If so, the system inserts change order fields with the batch number and sequence number of 0 to store the original, history values for the line. By changing the quantity field on the line level, if there is only one schedule tied to the line, both line and schedule quantity fields are tracked if they are the change order fields. |
Line Details
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Buyer |
Select a buyer for the requisition line. If you select a new value on the requisition that is tied to a different default buyer (item, vendor, or category, for example) the value in this field will be overridden with the new default buyer value. |
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Category |
Displays the category to which the requisition line item is assigned. |
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Transaction Item Description |
Enter a unique description for the item. |
Amount Summary
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Amount |
Displays the total price of the items on the requisition line in the transaction currency. |
Additional Information
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Use Procurement Card to pay for this item |
This check box appears as selected if at the requisition line level you have the Use ProCard check box selected. Select this check box if you want the procurement card to be the payment method for this requisition line. |
Vendor Information
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Vendor ID (vendor identification) |
Displays by default the first priority vendor ID for the requisition line, along with its default vendor location. You can override these values or enter values if the fields are blank. If you change the vendor value, this may affect the vendor location, vendor catalog ID, vendor item ID, and buyer values for the requisition. The vendor ID is defaulted according to the hierarchy defined for Item Vendor ShipTo, Item Vendor Region and Item Vendor tables. |
Item Information
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Vendor's Catalog and Vendor Item ID |
Vendor catalog and item ID assigned to the selected item-vendor combination appear. These values default from the Purchasing Attributes - Item Vendor page. |
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UPN ID (universal product number ID) |
Enter the universal product number ID. |
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RFQ Required (request for quote required) |
Select this check box to indicate that this requisition line must be submitted for vendor quotes before purchase order sourcing. Note. The setting of the RFQ Required check box defaults from the Item Category - Purchasing Item Attribute Hierarchy. If the RFQ Required check box is clear, the system checks to ensure that the business unit RFQ Required Monetary Threshold is defined, checks the line amount, and then sets the RFQ Required check box accordingly. Once you save the requisition, the system also matches the requisition distribution ChartFields values with the RFQ Rule ChartField values. If there is a match, the system selects the RFQ Required check box. |
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Stockless Item |
Select this check box to indicate that the ordered item is for par replenishment. This check box is available only if the selected item is set up as stockless, according to the default hierarchy for stockless items. |
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Device Tracking |
Indicates whether a line contains a device-tracked item. |
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Configuration Info |
Click this link to access the Configuration Information page. For this link to be available, the line item must have configuration information with which it is associated. In addition, the requisition must have an PeopleSoft Inventory business unit defined and the Consolidate with other Reqs check box must be clear. |
Attributes
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Physical Nature |
Select to indicate if the object is a physical good or service. Values are: Goods and Services. |
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Where Services Performed |
Select to indicate the location where the service is most often performed: Buyer's: Select if the service was physically performed at the buyer's location. Ship From: Select if the service was physically performed at the ship from location. Ship To: Select if the service was physically performed at the ship to location. Supplier's: Select if the service was physically performed at the supplier's location. Note. This option is available only when the Physical Nature value is Services. |
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Zero Price Indicator |
Select this check box to indicate that the line item is zero-priced. This value is clear and unavailable for entry for ad hoc item orders. |
Contract Information
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Contract ID |
Select the contract ID that you want to associate with the requisition line. The adjacent field displays the contract line number. Contract terms and pricing on the requisition may not reflect the true contract terms and pricing. When the requisition is sourced to a purchase order, the PO Calculations process calculates the purchase order terms and pricing according to the contract conditions. If a vendor is selected, you can select from only those contracts set up with the vendor. If a vendor is not defined yet, the vendor associated with the specified contract appears. Once you have specified a contract, you cannot change the vendor. The Override Suggested Vendor check box is clear and is unavailable for entry. If an item ID exists on the contract, the Calc Price (calculate price) check box is selected and unavailable for entry. You may select a contract ID and not the contract line number only if the contract is defined as an open item contract. This option is available for both item ID and description-only lines. To be eligible for selection on this page, the contract must be in Approved status and cannot be defined as an amount only contract. Even if you do not specify a contract here, if you source the requisition through the PO Calculations process, the process may find an eligible contract for the requisition, and that contract is used on the purchase order. If the purchase order business unit's RFQ required rule indicates that the contract ID should be copied to the transaction if a valid contract is located, the contract ID and line number will default on to the requisition line. Note. If you select a blanket purchase order contract, you cannot override the choice by selecting a different purchase order on the Requisition Selection - Staging page. You cannot select the Define PO option on this page because you are using a contract that is assigned to one specific purchase order and the purchase order is already defined. You can click the Contract Details link to review the details of the contract that you select in this field. |
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GPO Contract (group purchasing organization contract) |
Select the group purchasing organization contract number. |
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GPO ID (group purchasing organization ID) |
Select the group purchasing organization ID. |
Sourcing Controls
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Calculate Price? |
Select this check box to have the PO Calculations process recalculate the sourced purchase order price based on the vendor selected. If this check box is clear, the requisition price is the purchase order price. This check box is always clear and unavailable for entry for description-only items. This check box is selected and unavailable for entry for item ID lines when a contract is specified. |
See Also
Creating Requisition Change Orders
Defining Purchasing Item Vendor UOM and Pricing Information
Sourcing Requisitions to Purchase Orders Manually
Running the PO Calculations Process
Using Group Purchasing Organizations
Using Universal Item Identifiers
Accessing Item DescriptionsAccess the Item Description page.
The item description appears in the base language in the Transaction Item Description text box. The item description appears in the preferred language in the display-only Preferred Language Item Descr (preferred language item description) text box. The preferred language is the language preference that you specify when you log in to the system.
The item descriptions in the preferred language are defined in the Purchasing Attributes component. This component is capable of storing certain field values in the base language, as well as in preferred languages.
For example, if the base language for the system is French, but you log in with a preferred language of Dutch, certain fields, including item description in the Purchasing Attributes component, are available for entry in the preferred language of Dutch. If you enter an item description in a preferred language of Dutch, when you log in to the system with a preferred language of Dutch and access the Item Description page, the Preferred Language Item Desc text box displays the item description that you entered in the preferred language. The Transaction Item Description text box retains the item description entered in the base language.
If an item description in the preferred language does not exist, or if the base and preferred languages are the same, the base language item description appears in the Preferred Language Item Descr text box.
You can modify the item description in the Transaction Item Description text box on the transaction line for requisitions, RFQs, contracts, and purchase orders. For all other scenarios, the Transaction Item Description group box is unavailable for entry.
Use the Description text box on the transaction line to enter ad hoc items on RFQs, requisitions, contracts, and purchase orders. The description that you enter becomes available on the Item Description page. The preferred language option is not applicable in this scenario.
See Also
Defining Purchasing Item Information
Viewing Catalog Category HierarchiesAccess the View Category Hierarchy page.
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Catalog ID |
Select a catalog ID to display the catalog's category hierarchy. Click the folder button to display item categories and subcategories contained in the selected catalog. |
Viewing Buyer Contact InformationAccess the Buyer Telephone Information page.
This page displays phone and fax numbers for the buyer associated with the line item. This information is recorded when you set up buyers and items. The buyer information defaults from the Buyer Setup - Buyer Table page.
See Also
Enter Line CommentsAccess the Line Comments page.
The fields on this page are the same as the fields on the Header Comments page.
See Entering Requisition Header Comments.
Accessing Item SpecificationsAccess the Include Item Specifications page.
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Action |
Select the action that you want to perform on the standard item specification: Copy Comment: Select this value and select the Select check box to make the selected item specifications available on the Line Comments page. On the Line Comments page, you can use the item specifications as they appear or modify them. Modifications to the item specifications on the Line Comments page do not affect the original item specifications. Link to Comment: Select this value and select the Select check box to copy the selected item specifications to the Line Comments page. If you select this value, you cannot modify or add to the specifications text on the Line Comments page. |
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Select |
Select to include the associated item specifications on the Line Comments page. |
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Send to Vendor |
Displays the setting as defined on the Item Specification page. If this check box is selected, when you move the item specifications to the Line Comments page, the Send to Vendor check box on the Line Comments page is automatically selected and the item specifications are eligible to be sent to the vendor. |
Searching for Item CategoriesAccess the Category Search page.
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Catalog ID |
Select the catalog ID that you want the system to use to locate the catalog in which you want to search for item categories. |
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All Items |
Click this link to display all categories associated with the selected catalog. Select a category to populate the Category field on the transaction and then click the OK button. |
Creating Requisition SchedulesThis section discusses how to:
Enter requisition schedule information.
Enter VAT schedule information.
Enter schedule details.
Create a one-time use address.
Pages Used to Create Requisition Schedules
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Page Name |
Object Name |
Navigation |
Usage |
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REQ_SCHEDULE |
Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition Click the Schedule button on the Maintain Requisitions - Requisition page. |
Specify multiple shipping schedules for each line and define multiple distributions for each schedule. |
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REQ_ITEM_DESCR, REQ_ITEM_DESCR4 |
Click the Description button or Item Description link on the Maintain Requisitions - Schedule page. The item description link comprises the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page. |
Enter and view descriptions for a specific item. |
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REQ_SCHED_VAT |
Click the Schedule VAT button on the Maintain Requisitions - Schedule page. |
Enter VAT details for the requisition schedule. Note. This page is available only when the Calculate VAT on Req check box is selected for the requisition business unit in the purchasing business unit definition component. |
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REQ_SCHED_DTL2 |
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Enter time due, ultimate use, and sales and use tax destination information. |
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REQ_SCHED_DROP |
Click the |
View details about the sales order from which a direct shipment requisition was created. The requisition must contain a direct shipment. This button is available only if the schedule is a direct shipment. |
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REQ_ONETIME_ADDR |
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View address details for the location relevant to the page from which this page is accessed. You can also set up a one-time ship to address for the selected requisition. Note. Once you enter a one-time address and exit the page, the One-Time Address button changes to indicate that a one-time address exists for the schedule. Note. This page is unavailable for direct shipment requisitions. |
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IN_PEG_DETAIL_SP |
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View and maintain pegging information associated with the requisition schedule. |
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IN_PEG_DETAIL_SP |
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View the demand for this requisition. |
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REQ_DIST_PEG |
Click the Pegging Workbench or Pegging Inquiry buttons on a requisition schedule that is associated with multiple distribution lines. |
Select the requisition distribution that you want to want to maintain or view the pegging information for. |
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REQ_COMMENTS |
Click the Add Ship To Comments link on the Maintain Requisitions - Schedule page. |
Add comments related to the ship to address. |
Entering Requisition Schedule InformationAccess the Maintain Requisitions - Schedule page.
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Create Schedule Change |
When a requisition is eligible for change order tracking, the system makes the Create Schedule Change button available for use. All eligible change order fields are disabled prior to selecting this button. The Cancel buttons are also enabled. Inserting a new line or schedule or canceling an existing line or schedule creates a change order. You can't delete a line or schedule if it is eligible for change order processing. Click this button, and the system checks to see if this is the first change order for this requisition. If so, the system inserts change order fields with the batch number and sequence number of 0. This stores the original values of the schedule. By changing the quantity field on the schedule level, both line and schedule quantity fields will be tracked if they are the change order fields. |
Schedule - Details Tab
You can specify multiple shipping schedules for each line and multiple distributions for each schedule.
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Ship To |
Select the location to which the vendor will ship the order. You can update this value for each schedule that you define. Note. If you change the ship to location to a PeopleSoft Inventory business unit that requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page, the system validates the due date as a valid date for receiving. If it encounters an exception date, it uses the next valid future date as the due date. |
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Click the Ship To Address button to access the Requisition Ship To Address page. Use this page to view the ship to address or to define a one-time address for the requisition. Note. This button is unavailable for direct shipment requisitions created from sales orders in PeopleSoft Order Management. |
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Quantity |
Defaults from the requisition line. If you update this quantity on either the line or schedule, the other quantity is also updated. The sum of the active schedules for a line must equal the line quantity. This linkage prevents you from scheduling a different quantity than you have requisitioned. |
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Price |
Enter the unit price of the item. If you are using commitment control, the price field is unavailable for modification when a requisition schedule that is distributed by quantity, has been partially or fully sourced to a purchase order. This field is also unavailable for modification when creating a change order for a requisition (that is distributed by quantity) that has been partially or fully sourced to a purchase order. |
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Amount |
Displays the total price of the items on the requisition schedule. This is the unit price multiplied by the schedule quantity. |
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Due Date |
(Optional) Select the requisition schedule due date. The date that you enter becomes the default purchase order due date. If you don't specify a due date here, when you source the requisition to a purchase order, the system derives the due date by incrementing the purchase order date by the number of lead time days defined for the item. If the item is not defined in the system, or if ordering by description-only, the due date becomes the purchase order due date by default. Note. If the PeopleSoft Inventory business unit associated with the ship to location requires closure calendar validation and processing for receiving activities as defined on the Closure Calendar page, and the due date that you enter falls on a defined closure date, the system issues a warning. You can choose to keep the invalid date, or use the next valid date on the calendar. |
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Revision |
Enter the manufacturer's product revision number of the item ordered. If the ship to is a PeopleSoft Inventory business unit and the item is under revision control in that business unit, the revision number defaults to that effective on the due date. |
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Click the Schedule Direct Shipment button to access the Maintain Requisitions - Direct Ship page. Use this page to view the sales order information for the direct shipment requisition. |
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Click the Pegging Workbench button to access the Pegging Workbench page. Use this page to view and maintain the pegging information associated with this requisition. See Using Pegging with Requisitions in PeopleSoft Purchasing. |
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Click the Pegging Inquiry button to access the Pegging Inquiry page. Use this page to view the demand for this requisition. See Using Pegging with Requisitions in PeopleSoft Purchasing. |
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Status |
Displays the status of the schedule. |
Schedule - Maintenance WO Tab
Select the Maintenance WO (maintenance work order) tab.
Note. This tab will not appear on this page if PeopleSoft Maintenance Management is not installed.
If a requisition was created through the Purchasing Requisition Loader process coming from PeopleSoft Maintenance Management then the fields on this page will be populated with the work order information from PeopleSoft Maintenance Management. If work order information does not already exist, you can manually associate the work order information with the requisition using the fields on this page.
In PeopleSoft Purchasing you can only associate a PeopleSoft Maintenance Management work order to a requisition for non-inventory and description only items. Once you make this association, the requisition schedule is pegged to a work order. You will use the Pegging Workbench to associate work orders to inventory items on a requisition.
When you associate a work order with a requisition the system will copy the distributions from the work order parts template, including distribute by method, distribution percentage, general ledger business unit, ChartFields, and projects information.
Plus, if you change the work order information that is already associated with a requisition schedule, the system will delete the existing requisition distributions and copy in the work order distributions from the work order itself. Plus, the pegging information will be updated to reflect the new work order information.
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WO Business Unit (PeopleSoft Maintenance Management business unit) |
Select the PeopleSoft Maintenance Management business unit. |
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Work Order ID |
Select the work order you want to associate with this requisition. |
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Task Number |
Select the work order task number. |
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Resource Type |
Select the type of resource you are defining a requisition for. Types are:
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Resource Line No. (resource line number) |
Select the resource line number associated with the work order. |
Changing Work Order Information
If the purchase order distributions are associated with a requisition, you must clear the requisition before you can change the work order information. Also, if the work order is associated with the purchase order schedule (non-inventory and ad hoc (description-only) lines), when you make a change to the purchase order and reopen the quantity back on the requisition, the system will reopen the requisition pegs to the work order. Changes that can cause this behavior are reducing quantity, canceling a distribution, and deleting a distribution. If the purchase order is for an inventory item, reopening the requisition quantity does not reopen the pegs—you must manually redo the pegging.
See Also
Creating Requisition Change Orders
Understanding the UOM Conversion Hierarchy
Understanding Multicurrency Conversions
Understanding the Vendor Location Hierarchy and Multicurrency Pricing
Establishing Operation Closure Dates
Understanding Maintenance Management
Entering VAT Schedule InformationAccess the VAT Information for a Schedule page.
Expanding and Collapsing Sections
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Expand All Sections |
Click to scroll to and access every section on the page. You can also expand one or more sections by clicking the arrow next to the section's name. |
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Collapse All Sections |
Click to collapse all sections, displaying only the header information. If you expand one or more sections, you can click the arrow next to the section's name to collapse the section. |
Physical Nature
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Physical Nature |
Indicates whether the item is a good or a service. Many countries are required to report the sale and purchase of goods separately from services. The default comes from PeopleSoft Purchasing defaulting hierarchy from either the item, item category, vendor location, or purchasing options. |
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Change Physical Nature |
Click to override the default physical nature for this item. The system resets all the VAT defaults. |
VAT Locations
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Location Country |
For services only, displays the Purchasing business unit bill to location country. |
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Location State |
For services only, displays the Purchasing business unit bill to location state. |
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Vendor Location Country |
For services only, displays the vendor's order from location country. |
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Vendor Location State |
For services only, displays the vendor's order from location state. |
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Service Performed Country |
Depending on the services performed setting in the PeopleSoft Purchasing defaulting hierarchy (for example on the vendor or business unit), the system sets the value for this field as follows:
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Service Performed State |
Depending on the services performed setting in the PeopleSoft Purchasing defaulting hierarchy (for example on the vendor or business unit), the system sets the value for this field as follows:
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Ship From Country |
Displays the vendor's ship from location country. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment. |
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Ship From State |
Displays the vendor's ship from location state if the ship from country is defined as tracking VAT by state or province. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment. |
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Ship To Country |
Displays the ship to location country. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment. |
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Ship To State |
Displays the ship to location state if the ship to country is defined as tracking VAT by state or province. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment. |
VAT Defaults
Adjust/Reset VAT Defaults
Any changes you make to fields on this page may affect VAT defaults on this page. For accuracy and consistency, use the following fields to adjust affected VAT defaults or to reset all VAT defaults. Adjusting or resetting VAT defaults will only affect fields within the VAT Defaults group box.
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Adjust Affected VAT Defaults |
Click this button to have the system adjust the VAT defaults that are affected by the changes. All changes that you have made to VAT defaults on this page that affect other VAT Defaults on this page will be retained. Click the i button to list the fields that will be adjusted. Note. PeopleSoft recommends that you always click the Adjust Affected VAT Defaults button after changing any defaults on the VAT page. |
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Levels |
Enables you to specify the levels within the requisition transaction hierarchy to reset when you click the Reset All VAT Defaults button. Options are: All lower levels: Resets all VAT defaults at lower levels for this page, namely the requisition distribution level. This and all lower levels: Resets all VAT defaults on this page and at any lower levels of this page. This level only: Resets all VAT defaults on this page. |
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Reset All VAT Defaults |
Click to have the system reset the VAT defaults based on the value that you selected in the Levels field. Any changes that you have previously made to VAT defaults will be lost. Note. Reset redetermines the VAT defaults. This does not necessarily mean that they will be reset to their original values. For example, the user may not have changed any VAT default values, but if a VAT driver field was changed, clicking this reset button will redetermine all defaults based on the new driver value. |
See Also
Entering Schedule DetailsAccess the Schedule Details page.
Details
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Tax Destination |
Displays the location code on which the sales and use tax calculation for the schedule should be based. This is also known as the tax basis. |
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Ultimate Use Code |
Displays the ultimate use code for the item. The ultimate use of an item can alter the SUT amount that a business unit pays. The SUT amount may be calculated based on the SUT authority and the ultimate use code established on the Ultimate Use Code page. |
See Also
Creating a One-Time Use AddressAccess the Requisition ShipTo Address page.
The fields on this page are identical to those on the Vendor Information - Address page. However, there are no effective date or status fields on this page because the address information on this page is used only for a one-time shipping address and is not retained by the system.
Note. This page is unavailable for direct shipment requisitions that originated from PeopleSoft Order Management. To change address on a direct ship requisition you must change the address associated with sales order in PeopleSoft Order Management.
See Also
Using Pegging with Requisitions in PeopleSoft PurchasingThis section provides an overview of pegging requisitions to sources of demand such as sales orders and material stock requests from inventory, and discusses how to:
Use the Pegging Workbench.
View pegging information.
Understanding Using Pegging with Requisitions in PeopleSoft PurchasingThe pegging process can be used with requisitions and purchase orders. By using the pegging feature, you can prevent the incoming supply from being promised, reserved, or allocated to another order by tagging it to be used specifically for certain requisitions and subsequent purchase orders. Requisitions and purchase orders can be used as supply to satisfy sales orders or material stock requests (MSR) from inventory. However, pegs can be broken (removed) by using the Pegging Workbench.
If a requisition is pegged to satisfy specific demand such as a sales order or MSR, this information is copied over to the purchase order.
There are two types of pegs:
A soft peg links an outgoing order to the quantity included in an incoming supply. For example, a sales order for 10 units is soft pegged to an incoming purchase order with 2,000 units. When a soft peg is changed or canceled, the peg is changed but the incoming supply (in this case the purchase order) is not changed. A notification is sent to the buyer informing them that a change in the demand pegged to the PO has taken place. Soft pegs are useful when items are in short supply and you want to peg higher priority customer orders to specific supply.
A hard peg is created when a sales order (demand) creates a purchase order, requisition, or interunit transfer (supply) to fulfill it. Hard pegs are only created from the sales order when adding a Direct Ship or Direct Receipt. All other orders would be considered soft pegs and will result in notifications only upon changes. When a hard peg is changed or canceled, not only is the peg changed, but also the incoming supply is changed. For example, a sales order for 10 units is hard pegged to an incoming purchase order with 10 units. If the sales order is changed to 4 units, then the purchase order is changed to 4 units. Hard pegs are useful for make-to-order items or special products.
The following are examples of hard pegs:
A new ‘Direct Ship’ purchase order (formerly drop ship purchase order)
A new ‘Direct Receipt’ purchase order or a ‘Direct Receipt’ interunit transfer that is created from a sales order
A new ‘Direct Ship’ requisition (formerly drop ship requisition)
A new ‘Direct Receipt’ requisition that is created from a sales order
Note. All other orders would be considered soft pegs.
See Also
PrerequisitesPegging can be set up at the business unit, item, or user level. In order to use this feature, you must set up these pages:
Pegging Setup (Inventory, Order Pegging, Business Unit Setup): To define pegging attributes for the PeopleSoft Inventory business unit.
Pegging Item Setup (Inventory, Order Pegging, Item Setup); To define pegging attributes for the item and business unit combination.
User Security (Inventory, Order Pegging, User Security): Select the type of supply and demand with which users can control.
See Pegging Supply and Demand.
Pages Used to Peg Requisitions
|
Page Name |
Object Name |
Navigation |
Usage |
|
IN_PEG_DETAIL_SP |
Purchasing, Requisitions, Add/Update Requisitions Click the Statuses tab. |
Apply, change, or remove pegs from items. |
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|
IN_PEG_DETAIL_SP |
|
View pegging information for line items. |
Using the Pegging WorkbenchAccess the Pegging Workbench page.
Note. Items must indicate that they are to be received into an Inventory business unit in order to access the Pegging Workbench.
Use the Pegging Workbench to apply, change, or remove pegs. The workbench enables you to link a specific quantity from a demand to incoming supply. For example, 10 units of a soft-reserved item on a sales order's demand line can be pegged to 10 units on a requisition line. One demand line can be pegged to one or more supply-side lines. For example, 10 units of a soft-reserved item on an order's demand line can be pegged to 4 units on one purchase order and 6 units on another purchase order. In addition, you can peg the supply side to the demand side; for example, starting with a purchase order line with 10 units and pegging to a sales order that needs 10 units.
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From Date and To Date |
Enter beginning and end dates for pegged information. |
|
Hide Other Fully Pegged Orders |
Select this check box if you want to filter out other orders than are completely pegged to other orders. |
Details
|
Order Information |
Displays the source business unit and order number. Select the line to access an inquiry page with additional information about this order. |
|
Line |
Displays the order line, schedule line, distribution (or demand) line. |
|
Schedule Date |
Displays the date of the schedule. |
|
Hard Peg |
Indicates if the row has hard pegged demand or supply. Hard pegs indicate that the existing peg has a one to one relationship between a demand line and a supply-side line. If you attempt to peg additional demand or supply quantities to this row, the system displays a warning message that will change the peg to a soft peg. If you continue with the change, then the peg chain will be changed to a soft peg. |
|
QTY Available Remaining |
Displays the item quantity that is available to be pegged. |
|
QTY Pegged |
Displays the quantity of this line that has already been pegged to another order. |
|
Open Qty Pegged |
To create a peg, enter a quantity in this field to be pegged against the line displayed at the top of this page and then hit the Save button. This creates the peg chains for the demand and supply. To break (remove) a peg, enter zero in this field and then click the Save button. |
|
Pegged QTY Received |
Displays the pegged quantity that has already been received into a PeopleSoft Purchasing business unit. |
Quantity tab
View the quantity that has been sourced for the specific order.
Viewing Pegging InformationAccess the Pegging Inquiry page.
Important! You must save any changes before you can access the Pegging Inquiry page.
Use this page to view information such as order type, order information, and quantity pegged that is associated with any pegged orders.
See Also
Entering Distribution InformationThis section discusses how to:
Enter distribution information.
Enter VAT distribution information.
Pages Used to Enter Distribution Information
|
Page Name |
Object Name |
Navigation |
Usage |
|
REQ_DISTRIB_DETAIL |
Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition Click the Schedule button on the Maintain Requisitions - Requisition page. Click the Distribution button on the Maintain Requisitions - Schedule page. |
Specify multiple shipping schedules for each line and define multiple distributions for each schedule. |
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|
EXCH_RT_DTL2_INQ |
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Display the rules used to calculate exchange rates for the transaction. |
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REQ_DISTRIB_VAT |
Click the Distribution VAT button on the Maintain Requisitions - Distributions page. |
View and modify VAT control options, VAT details, and VAT calculations. |
|
|
RUN_REQSPCHARTS_OL |
Click the Multi-Speed Charts link on the Maintain Requisitions - Distribution page. |
Define multiple speed charts and the requisition quantity to distribute for each speed chart. |
Entering Distribution InformationAccess the Maintain Requisitions - Distribution page.
The settings of the Override and Default options on the Header Defaults page affect defaulting behavior on this page when you split distribution lines.
For example, if you selected the Override option and you split 50 percent of distribution line 1 to distribution line 2, the system checks the requisition line defaults for a matching distribution line number (in this case, it is 2). If no match exists, the system checks the requisition header defaults. If no match exists, it applies the value from distribution line 1. If no value exists on distribution line 1, the system looks to the next levels in the default hierarchy.
If you have the Default option selected and perform the same split, the system checks the default hierarchy first. If no values exist, the system checks the requisition line and header default values as described previously.
Add distribution lines to the schedule to divide the delivery of goods among business units in the organization and to further define the accounting distributions. Sequential numbers are assigned to each distribution that you define for a schedule.
Distributions are transferred to purchase orders, but are not sent to the vendor.
|
Distribute by |
Select the method used to allocate the expense account distribution. Selecting either option enables you to distribute by percentage. If you change the amount or quantity, the percent is adjusted. If you change the percent, the amount or quantity is adjusted. In either case, the total must be equal to 100 percent. Amount: Select to enter a value in the Amount field. The sum of all distribution amounts must equal the schedule amount (the value in the Amount field on the Maintain Requisitions - Schedule page). Quantity: Select to enter a value in the Req Qty field. The sum of all distribution quantities must equal the schedule quantity (the value in the Req Qty field on the Maintain Requisitions - Schedule page). |
|
Liquidate by |
Liquidate the outstanding pre-encumbrance and encumbrance balances by amount or quantity. Note. This field is visible only if commitment control is enabled, and you choose the Liquidate by Quantity option on the Purchasing Definition - Business Unit Options page. If commitment controlled is not installed, or you do not choose the option to liquidate by quantity on the Purchasing Definition - Business Unit page, the budget processor balance will liquidate by amount only. |
|
SpeedChart |
Select a SpeedChart code. A SpeedChart retrieves preset ChartField definitions and applies them to the schedule distribution. |
|
Multi-SpeedCharts |
Click this link to access the Multiple Speed Charts page. Use this page to define multiple speed charts and the requisition quantity to distribute by speed chart. |
|
Open Quantity and Open Amount |
Displays the quantity on the schedule not yet sourced to a purchase order, if you are distributing by quantity. If you are distributing by amount, this field displays the amount on the schedule not yet sourced to a purchase order. |
The following fields apply to the entire distribution.
|
Quantity |
Displays the quantity of items on the schedule, along with the applicable unit of measure. |
|
Amount |
Displays the total price of the items on the schedule, along with the transaction currency. |
ChartFields Tab
Select the ChartFields tab.
|
Status |
Displays the distribution line status: Complete: Distribution line has met requisition reconciliation criteria and has been closed. Open: Distribution line is open and is available for sourcing. This value defaults to open when the Requisition Status option is set to open on the Requester Setup page. Canceled: Distribution line has been canceled and is not available for sourcing. Processed: Distribution line is available for sourcing and is either in process or complete. This status implies that the line has already been processed. |
|
Percent |
Enter the percentage of either the quantity or the amount that you want distributed on the distribution line. The value in the Amount or Req Qty fields, depending on the distribution method, is calculated based on the value you enter. |
|
Quantity |
Enter the quantity of items that you want distributed on the distribution line. The value in the Percent field is calculated based on this value. This field is available for entry when you distribute by quantity. Note. You cannot enter a distribution quantity greater than the associated schedule quantity. To increase the quantity on a distribution line, return to the Maintain Requisitions - Schedule page and increase the schedule quantity, or reduce the quantity on other distributions for that schedule. The quantity on the distributions must equal the ordered quantity of the associated schedule. |
|
Amount |
Enter the total amount that you want distributed on the distribution line. The value in the Percent field is calculated based on this value. This field is available for entry when you distribute by amount. |
|
Account and Alt Account (alternate account) |
Select the account and alternate account for this distribution line. If you associate a purchasing kit definition with a requisition, the account and alternate account fields will appear by default from the purchasing kit definition. If the fields are not defined on the purchasing kit definition the system will look at the header defaults, if the fields are not there, the system will continue to look at the other levels of the default ChartField hierarchy. |
Details Tab
Select the Details tab.
|
IN Unit(PeopleSoft Inventory business unit) |
Select the default PeopleSoft Inventory business unit for which you are purchasing the items. If the item on the requisition line is an inventory item and the Defaults Inventory BU check box is selected on the Requester Setup page, the PeopleSoft Inventory business unit defined at the ship to level is defaulted to the distribution. If the item is an inventory item and the check box is clear, the system does not provide a default value. If the item on the requisition line is not an inventory item, this field is unavailable for entry. You can enter a PeopleSoft Inventory business unit for items that are identified as stockless. The presence of an Inventory business unit value in this field causes the items to be received and putaway to the selected Inventory business unit. If you do not want the items to be received into inventory, be sure to clear this value. |
|
Budget Date |
If commitment control is enabled, enter a budget date. Commitment control uses this date to determine the budget period to which this item cost belongs. |
|
Commitment Control Close Flag |
Displays as selected when the purchase order associated with the requisition has been fully liquidated, thus indicating that the outstanding pre-encumbrance has also been fully liquidated. This option can also display as selected when the distribution has been canceled. |
|
Open Qty (open quantity) |
Enter the quantity on the distribution not yet sourced to a purchase order. This field is available for entry when you distribute by quantity. |
|
Open Amt (open amount) |
Enter the amount on the distribution not yet sourced to a purchase order. This field is available for entry when you distribute by amount. |
|
GL Base Amount (general ledger base amount) |
Displays the total amount of the distribution, expressed in the base currency of the PeopleSoft General Ledger business unit associated with the distribution line. |
|
Distribution VAT |
Click to view VAT information for current line, schedule, and distribution. |
|
|
Click the Exchange Rate Detail button to access the Currency Information page. Use this page to view the rules used to calculate exchange rates for the transaction. |
|
|
Click the Cancel button to cancel a selected distribution line. After a distribution line is canceled and the requisition is saved, the distribution line cannot be changed and is unavailable for entry. Cancellation reduces the schedule line open quantity and amount by the open quantity and amount on the distribution line. It also changes the distribution line open quantity and amount to zero. The total order quantity at the requisition line and schedule are not reduced. The canceled distribution line information is stored for future reference. Important! You can't source a quantity on a distribution line that has been canceled. |
Asset Information Tab
Select the Asset Information tab.
|
AM Unit (PeopleSoft Asset Management business unit) |
Select a PeopleSoft Asset Management business unit to associate with the asset item. If this field is populated by the system, the value appears by default from the PeopleSoft Purchasing business unit or the Requisition Defaults page. Note. If you consider an item to be an asset and plan to pass it to PeopleSoft Asset Management through the PeopleSoft Receiving
business process, you must populate both the PeopleSoft Asset Management business unit and Profile ID fields. |
|
Profile ID |
Select an asset profile ID. |
|
CAP# (capital acquisition plan number) |
Select a CAP number defined for this item in PeopleSoft Asset Management. This is required only if the item is capitalized. |
|
Sequence |
Select a sequence number for the capital acquisition plan. |
|
Tag Number |
Enter an asset tag number. The quantity on the distribution must be 1 to enter a tag number. This information becomes available on the Asset Information page once the asset data has passed on to PeopleSoft Asset Management. In addition, the system checks the tag number you enter on the requisition to make sure it is not already assigned to an asset, when the Allow Dup Tags option is not set for the PeopleSoft Asset Management business unit. If the tag number has already been assigned to another asset the system will give you a warning message. The system only looks at the Assets table it does not look at the interface tables, previously entered receipts, purchase orders, or requisitions to see if the tag number has been assigned to another pending transaction. |
|
EmplID |
Select an employee ID of the custodian for this item. This information corresponds to the employee ID number on the Asset Custodian/License/Manufacturer page. |
|
Capitalize |
Designates a capitalized item. A PeopleSoft Asset Management business unit must be selected in order for this check box to be enabled. If the item is capitalized, it can be depreciated before being paid. |
|
Cost Type |
Select the cost type associated with the item purchase, if applicable. Cost types represent components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating production cost to one cost type and the profit margin to another. Cost type, in combination with asset category and transaction code, determines which accounts the costs are entered into in the general ledger. |
See Also
Creating Requisition Header Information
Creating Requisition Schedules
Entering VAT Distribution InformationAccess the VAT Details for Distribution page.
|
Use Type |
Displays the use type entered on the schedule line, which determines the split between recoverable (taxable) and non-recoverable (non-taxable) VAT. For the Canadian public sector, the use type also determines the rebate of the non-recoverable VAT. VAT rebates are calculated based on statutory rebate rates that are established for each public service body. The value comes from the VAT defaulting hierarchy, either from the item, item business unit, item category, vendor location, vendor, or purchasing options. |
|
VAT Apportionment Control |
Select the appropriate apportionment control to apply, as applicable. The default value comes from the Purchasing business unit definition driver. Distribution GL Business Unit (distribution General Ledger business unit): If you select this value, the system uses the PeopleSoft General Ledger business unit on the distribution line to search for the taxable and exempt percentages. Transaction Business Unit: If you select this value, the system uses the applicable transaction business unit to search for the taxable and exempt percentages Transaction GL Business Unit (transaction General Ledger business unit): If you select this value, the system uses the PeopleSoft General Ledger business unit to which the applicable transaction business unit is mapped to search for the taxable and exempt percentages. |
|
Recovery Source |
|
|
Rebate Source |
|
|
Transaction Type |
Displays the code that categorizes and classifies this transaction for VAT reporting and accounting. This value comes from the requisition schedule but can be overridden at the requisition distribution. |
VAT Calculations
Use this group box to review the VAT calculations for the line.
|
Transaction Amount |
Displays the amount of the transaction in the transaction currency. |
|
Transaction Amount Base |
Displays the amount of the transaction in the base currency. |
|
Basis Amount |
Displays the amount on which the VAT is calculated in the transaction currency. If VAT is being calculated at net, this amount is net of any discounts. |
|
Basis Amount Base |
Displays the amount on which the VAT is calculated in the base currency. If VAT is being calculated at net, this amount is net of any discounts. |
|
Tax Rate |
Displays the applicable VAT percentage. |
|
Recorded Amount |
Displays the calculated VAT amount that is recorded for this transaction in the transaction currency. |
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Recorded Amount Base |
Displays the calculated VAT amount that is recorded for this transaction in the base currency. |
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Recovery Amount |
Displays the amount of VAT that is recoverable in transaction currency. |
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Recovery Amount Base |
Displays the amount of VAT that is recoverable in base currency. |
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Rebate Amount |
Displays the amount of VAT that is available as a rebate in transaction currency. |
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Rebate Amount Base |
Displays the amount of VAT that is available as a rebate in base currency. |
|
Recalculate |
Click to recalculate the VAT for the line. |
See Also
Copying an Existing Requisition to a New RequisitionThis section discusses how to copy existing requisitions.
Pages Used to Copy an Existing Requisition to a New Requisition
|
Page Name |
Object Name |
Navigation |
Usage |
|
REQ_FORM |
Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition page |
Create requisitions online. |
|
|
REQ_COPY_PROMPT |
Click the Copy From link on the Maintain Requisitions - Requisition page. |
Select an existing requisition to copy to the current requisition. This option is available only in Add mode. |
Copying Existing RequisitionsAccess the Copy Requisition page.
This feature eliminates redundant data entry by using an existing requisition as a template. You can select and copy any requisition, regardless of its status. If information already exists on the requisition line to which you are copying, you are prompted to confirm that you want to clear existing data and proceed with copying the requisition to the selected line.
When you copy a requisition that has procurement card information defined, the system will not copy over the procurement card information to the new requisition. The system will redetermine the procurement card information for the new requisition by looking at the card information that is defined for the requester.
When you copy a requisition that is associated with a PeopleSoft Maintenance Management work order, the system will not copy over the work order information to the new requisition.
You can copy a canceled requisition or a requisition that has canceled lines to a new requisition. If you copy a canceled requisition all the lines from the canceled requisition are copied over to the new requisition and the status of the lines is made active. If you copy a requisition that has one or more lines canceled, only the active lines from the existing requisition are copied to the new requisition.
The status of the newly created requisition is Open, Pending, or Approved, depending on requester setup.
You can override any values that were copied over with the requisition. Activity and original requisition dates are not copied over.
Printing Requisition TemplatesThis section provides an overview of the Requisition Template SQR Report (PORQ011) and lists the page used to generate the report.
Understanding the Requisition Template SQR Report (PORQ011)The Requisition Template report provides a printed requisition form that requesters can use to order commonly requisition items. The report provides order information from an existing requisition, including requested items and vendor and manufacturer information. The quantity field on the report is blank and can be completed by the requester. The Requisition Template can help streamline the requisition process and improve the accuracy of data entry.
Page Used to Print Requisition Templates
|
Page Name |
Object Name |
Navigation |
Usage |
|
RUN_PORQ011 |
Purchasing, Requisitions, Reports, Requisition Template |
Produce the Requisition Template report. |
Previewing and Printing RequisitionsThis section discusses how to:
Preview requisitions.
Print requisitions.
Pages Used to Preview and Print Requisitions
|
Page Name |
Object Name |
Navigation |
Usage |
|
REQ_FORM |
Purchasing, Requisitions, Add/Update Requisitions, Maintain Requisitions - Requisition |
Preview requisitions online. |
|
|
RUN_POY100 |
Purchasing, Requisitions, Reports, Print Requisition, Requisition Print |
Produce the Requisition Print SQR Report (PORQ010). You can print one or multiple requisitions. |
Previewing RequisitionsAccess the Maintain Requisitions - Requisition page.
|
View Printable Version |
Click this link to preview the requisition printout on the screen. This option does not print the requisition. Be aware that the requisition is saved prior to display. Note. You must set up the REN server to view the printable version. See the system administrator for the proper REN Server setup. |
Printing RequisitionsAccess the Requisition Print page.
|
Business Unit |
Select a business unit. If you leave this field blank, requisitions from all business units are printed. |
|
Requisition ID |
Select a single requisition number. If you leave this field blank, all requisitions from the selected business unit with statuses that match the values that you specified in the Statuses to Include group box are printed. |
|
From Date and Through Date |
Select the date range for the requisitions you want to print. If you select a single requisition in the Requisition ID field, this information is ignored. |
Statuses to Include
Select one or more of the status check boxes. Requisitions with the selected status are included in the report. You must select at least one status.
Select a requisition hold status from the options provided below the status check boxes. Requisitions with the selected hold status are included in the report. If you select On Hold AND Not On Hold, the system does not look at the requisition hold status when selecting the requisitions to print.
Click the Details button on the Maintain Requisitions - Requisition page.
Click the Initialize UOM (initialize unit of measure) button on the Maintain Requisitions - Requisition page.
Click the Schedule Shipment Detail button on the Maintain Requisitions - Schedule page.
Schedule Direct Shipment button on the Maintain Requisitions - Schedule page.
Click the Ship To Address button on the Maintain Requisitions - Schedule page.
Click the Pegging Workbench button on the Maintain Requisitions - Schedule page.
Click the Pegging Inquiry button on the Maintain Requisitions - Schedule page.
Click the Schedules button for a particular line item on the requisition.
Click the Pegging Workbench button.
Click the Pegging Inquiry button on the Maintain Requisitions - Schedule page.
Click the Exchange Rate Detail button on the Maintain Requisitions - Distribution page.