Header

Contains information such as the purchase order type, tax exempt status, and vendor and buyer details. Header information pertains to the entire purchase order.

Lines

Contains information such as the item ID, item description, category, and quantity. Schedules and distributions are accessed through the purchase order line.

Schedules

Every purchase order line has one or more due dates and external delivery locations carried on a schedule. Create a schedule for each unique delivery address and due date.

Distributions

Contains information about how the item quantity is to be charged to the organization, as well as internal delivery locations. Distributions also contain interface information for PeopleSoft Inventory, Project Costing, Order Management, and Asset Management. You can have more than one distribution for each schedule.

Alloc Method/Allocation Method

Miscellaneous charge allocation method. If a value is not selected, charges are allocated based on the setting for each charge on the Header - Miscellaneous Charges page. Values are:

Matl Value (material value): Allocates charges based on the value of the items on the line.

Quantity: Allocates charges based on the quantity of items on the line.

Volume: Allocates charges based on the volume of the items on the line.

Weight: Allocates charges based on the weight of the items on the line.

Amt/Amount

Total amount of the charge. You can override the default amount.

Budget Status

Appears only if budget checking is enabled.

Valid: The purchase order has been successfully budget checked.

Error: The purchase order has failed budget checking.

Not Checked: The purchase order has not been budget checked.

Cancel Distribution

Click this button to cancel the distribution. If the distribution that you cancel is sourced from a requisition, the system prompts you to see whether you want to increase the open requisition quantity and allow the requisition quantity to be re-selected. To cancel a distribution, you must have the proper authorization defined on the User Preferences - Procurement: Purchase Order Authorizations page.

Currency

Currency of the charge amount appears by default from the vendor location default currency when the vendor location is specified.

Freight Charge Method

Method by which freight is charged for the purchase order. This value can be overridden for the schedule on the Details for Schedule page. Values are:

Volume: Freight is charged by the volume of the shipped item.

Quantity: Freight is charged by the number of packages.

Value: Freight is charged by the value of the order.

Weight: Freight is charged by the weight of the items.

Freight Trm/Freight Terms Code

Freight terms code that applies to the schedules for this purchase order.

Geocode

Nine-digit code used to identify the state, county, and city as a specific jurisdiction. Used for tax calculation by integrated third-party applications.

IN Unit (inventory unit)

Inventory business unit for the item. At the distribution level, if the purchase order line is for an inventory item, this field appears by default from the ship to location on the Maintain Purchase Orders - Schedule page.

If the item is an inventory item and an inventory business unit is entered on the first distribution line of the schedule, the due date on the Maintain Purchase Orders - Schedule page is validated against the inventory business unit calendar. This ensures that the inventory business unit is open to receive merchandise on that day.

Location

Third-party vendor location.

Merch Vendor (merchandise vendor)

If selected, the charges are paid to the purchase order vendor and the Third-Party Vendor link becomes unavailable.

If you clear the check box, this indicates that the charges are from a third-party and will be paid on a separate voucher. For example, you would clear the check box for freight charges if the freight is billed separately by the carrier.

Miscellaneous Charge/Charge Type

Miscellaneous charges are set up on the Misc Charge/Landed Cost Defn page (miscellaneous charge/landed cost definition page).

Origin

Origin for the purchase order. Origin codes are established on the Origin Codes page and help identify the origins of transactions.

PO Ref

Enter any reference information. The information that you enter here appears on the purchase order approval pages.

Rate Date

Date of the rate used in the currency calculation.

Rate Type

Indicates the exchange rate type that the system uses to convert between the purchase order transaction currency and the purchase order business unit base currency.

Request BU (requesting business unit)

Business unit from which the purchase order requisition originated.

RTV Credit (return-to-vendor credit)

Select to credit this charge if a return is made to the vendor. This is available for merchandise-vendor charges only.

Sales/Use Tax Applicability

Choose the correct sales and use tax applicability rules from these values:

Item is Exempt: Select if the item is exempt from sales and use tax.

Purchaser Is Exonerated: Select if you, as the purchaser, do not have to pay sales or use tax. Tax is not calculated on the purchase order and accounts payable does not pay taxes.

Sales Tax Appl (sales tax applicability): Select to calculate and apply sales tax on the purchase order.

Direct Pay (use tax applicability direct pay): Select if you do not want use tax calculated on the purchase order. The invoice is not created with use tax, but a line is written to the general ledger for the amount that you must pay the state directly.

The use tax amount is calculated and displays on the Sales/Use Tax Information For Schedule page and the Sales/Use Tax Details For Distribution page. The use tax amount will not display on the Maintain Purchase Order - Purchase Order page or the PO Total Amount Details page.

Use Tax Appl (use tax applicability): Select to calculate and apply use tax on the purchase order.

Ship From Country

Ship from country for the transaction.

Ship From State

Ship from state for the transaction.

Ship To Country

Country associated with the ship to location for the transaction.

Ship To State

State associated with the ship to location for the transaction.

Ship Via

Carrier or method of shipment.

Tax Code SUT (tax code sales use tax)

Tax code for the schedule. A tax code consists of a group of tax authorities. For example, if a certain locality has a city tax, trade use tax, county tax, and state tax, you can create four tax authorities and group them into a single tax code. This is used when the PeopleSoft tax tables are used to calculate sales and use tax.

Third Party Vendor

Third-party vendor billing the miscellaneous charge.

TRFT Rule (transport and freight rule)

Set the transport and freight rule code for the transaction. Can be overridden for the schedule on the Details for Schedule page.

VAT Applicability/ Applicability (value-added tax applicability/applicability)

Select whether VAT should be calculated for this schedule. While most purchases may be subject to VAT for any of the VAT countries, there may be some items or item categories that are exempt or outside of scope for VAT. VAT Applicability is determined by an algorithm, but you can override the default value here. Values include Exempt, N/A, Outside, Suspended, Exonerated and Taxable.

The VAT applicability is set on the Schedule VAT Information page.

VAT Code

The VAT code is used to specify the tax rate associated with the transaction schedule line. The VAT code appears by default from the VAT defaults table, using the Purchasing VAT defaulting hierarchy.

VAT Transaction Type

The VAT transaction type provides a way of categorizing the VAT transactions for reporting purposes.

The VAT transaction type appears by default from the VAT defaults table, based on the Purchasing VAT defaulting hierarchy.

VAT Reporting Entity

This is the level in the organization at which VAT returns are filed. Purchasing business units are VAT-enabled through their relationship with the General Ledger business unit. On a purchase order, this is the entity that reports the VAT for this transaction.

VAT Treatment

VAT treatment for the VAT calculation. VAT treatment is determined by a complex set of algorithms. Values include:

Domestic Goods Purchase: If the ship from and ship to countries are the same, and the vendor is registered for VAT, the transaction is treated as domestic.

Domestic Services Purchase: If the buyer and seller are both located in the country where the VAT is liable, the transaction is treated as domestic

EU Goods Purchase: If the ship from and ship to countries are different, the system determines whether both countries are located within the European Union. If so, the system looks at the VAT registration for each trading partner to determine whether the transaction should be treated as an intra-EU purchase, domestic, or outside the scope of VAT.

EU Services Purchase: If each trading partner is located and registered in different EU countries, and the VAT on a service is liable in the buyer's country, the transaction is treated as a self-assessed EU services purchase.

Self-Assess Goods Import: If the ship from country is different from the ship to country and either or both of the countries are located outside of the European Union, and the vendor is not registered in the ship to country, the transaction would be treated as an import. If the flag on the entry in the VAT Country table for the VAT reporting country indicates that VAT on imports should be self-assessed, the transaction will be treated as a self-assess goods import, and both input and output VAT will be recorded.

Self-Assess Services Import: If each trading partner is located and registered in different countries, and the VAT on a service is liable in the buyer's country, the transaction is treated as a self-assessed services import.

Zero-rated Goods Import: If the ship from country is different from the ship to country and either or both of the countries are located outside of the European Union, and the vendor is not registered in the ship to country, the transaction would be treated as an import. If the flag on the entry in the VAT Country table for the VAT reporting country indicates that only input VAT should be recorded on imports, the transaction will be treated as a zero-rated goods import.

Outside of Scope: If the supplier is not registered for VAT, or if the VAT is liable in a country other than the VAT reporting country, the transaction is treated as outside the scope of VAT.

No VAT Processing: For transactions where the physical nature is goods, if the ship to country has not been defined as a VAT country and the VAT reporting country on the transaction is blank, no VAT information will be recorded.

VAT Use Type/Use Type

Defines the percentages by which the usage of goods and services are taxable and exempt from VAT. This is used in the calculation of recoverable and rebate VAT.

1234

10

• 1234

• 1235

• 1236

• 1237

• 1238

• 1239

• 1240

• 1241

• 1242

• 1243

ABC_DIV

10

• ABC_DIV

• ABC_DIV01

• ABC_DIV02

• ABC_DIV03

• ABC_DIV04

• ABC_DIV05

• ABC_DIV06

• ABC_DIV07

• ABC_DIV08

• ABC_DIV09

Purchase Order Reservations

PO_RESERVE

Purchasing, Purchase Orders, Reserve PO IDs, Purchase Order Reservations

Reserve a purchase order number or a sequence of purchase order numbers without having to enter the details of the purchase order. This enables you to enter and process the purchase order later while securing a purchase order number now. This functionality can be useful when you must give a purchase order number to a vendor over the phone, but you don't have time to enter a complete purchase order at that time.

PO ID

When you save this page and are not reserving a block of purchase orders, the single purchase order ID appears and is assigned to a purchase order containing default information based on the user ID and the information that you entered here.

If you are reserving a block of purchase orders, the ID of the first purchase order in the sequence appears.

New purchase orders are created with a status of Initial and are immediately available for modification.

Number of PO's

Enter the number of purchase order IDs that you want to reserve. The purchase order IDs that were created appear in the PO Range field.

The PO ID that the user enters is the first PO ID reserved. The additional PO IDs generated will have a number appended to the first ID, starting either with 1 if the number of POs is 9 or less, or 01 if the number of POs is 10 - 99.

PO Range

This field appears if you are reserving more than one purchase order and displays the purchase order IDs generated.

PO Date (purchase order date)

Displays the current system date. You can select another date. The system uses this date for price calculation when the price date is defined as the purchase order date.

Vendor

Select the vendor for which you want to reserve a block of purchase order IDs. This field appears if you are reserving more than one purchase order and displays the purchase order IDs generated.

Vendor ID

Select a vendor to use with this reserved purchase order ID or group of IDs.

Vendor Loc (vendor location)

Select a specific vendor location for which to reserve purchase order IDs. When you enter the vendor ID, the default vendor location is populated automatically; however, you can override the value. When you create this purchase order, the system uses the vendor location that you specify in this field.

Buyer

Select the buyer who is responsible for the reserved purchase order IDs.

PO Reference (purchase order reference)

Enter the text that you want to appear as a default value on the Maintain Purchase Order - Purchase Order page and purchase order approval pages.

Origin

Select an origin for the purchase order. Origin codes are established on the Origin Codes page and help identify the origins of transactions.

Maintain Purchase Order - Purchase Order

PO_LINE

Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order

Enter or change purchase order information.

Copy Purchase Order from Contract

PO_COPY_TMPLT

Select Contract in the Copy From field.

Select this option to access the Copy Purchase Order from Contract page, where you can copy the purchase order from an existing contract.

Copy Purchase Order from Purchase Order

PO_COPY_TMPLT

Select Purchase Order in the Copy From field.

Select this option to access the Copy Purchase Order from Purchase Order page, where you can copy the purchase order from an existing purchase order.

Copy Purchase Order From Requisition

PO_REQ_SOURCE

Select Requisition in the Copy From field.

Select this option to access the Copy Purchase Order From Requisition page, where you can copy the purchase order from an existing requisition.

Manage PO Acknowledgements - Acknowledgement Summary

PO_SS_POA_SUMMARY

Click the POA Status link on the Maintain Purchase Order - Purchase Order page. The POA Status link will only appear for those purchase orders that require a POA. (The system determines if a POA is required by first looking at the vendor location settings (Vendor Information - Procurement Options page), then in the purchasing business unit processing option settings (Purchasing Options page.) Optionally this can be overridden per purchase order by going to the Header Details link.

View the status of the acknowledgement and transfer the buyer to the purchase order acknowledgement transaction to review and respond to any changes made by the supplier or to respond on behalf of the supplier if necessary.

See Reviewing and Approving Online POAs (Buyers).

See Responding on Behalf of the Supplier (Buyers).

See Defining PeopleSoft Purchasing Business Units and Processing Options.

Vendor Search

VENDOR_LOOKUP_SEC

Click the Vendor Search link on the Maintain Purchase Order - Purchase Order page.

Search for vendors.

Vendor Details

PO_VENDOR

Click the Vendor Details link on the Maintain Purchase Order - Purchase Order page.

Enter exceptions to the default values for the vendor such as, vendor order location, address, contact, and salesperson.

Purchase Order Exceptions

KK_XCP_HDR_PO1

Commitment Control, Review Budget Check Exceptions, Purchasing and Cost Management, Purchase Order, Purchase Order Exceptions

View budget check exceptions for purchase orders. Users with appropriate authority can override the budget exceptions on this page.

Purchase Order (NP) Exception

KK_XCP_HDR_PO1N

Commitment Control, Review Budget Check Exceptions, Purchasing and Cost Management, Purchase Order Non-prorated, Purchase Order (NP) Exceptions

View budget check exceptions for non-prorated purchase orders. Users with appropriate authority can override the budget exceptions on this page.

PO Header Details

PO_HDR_DTL

Click the Header Details link on the Maintain Purchase Order - Purchase Order page.

Enter purchase order header details, enter rules for the entire order, and hold the purchase order from further processing.

PO Header Details - Bill To Address

PO_ADDRESS

Click the Billing Address link on the PO Header Details page.

View address details for the location relevant to the page from which this page is accessed.

Exchange Rate Detail

EXCH_RT_DTL_INQ

Click the Exchange Rate Detail link on the PO Header Details page.

View the rules used to calculate exchange rates for the transaction.

Purchase Order Defaults

PO_DEFAULTS

Click the PO Defaults link on the Maintain Purchase Order - Purchase Order page.

Override the defaults set at the business unit, buyer, or vendor level and set defaults when none exist.

PO One Time Address Default

PO_DFLT_ADDR

Click the One Time Address link on the Purchase Order Defaults page.

Define a one-time ship to address for the selected transaction. The address entered serves as the default one-time address for all new lines and schedules on the transaction document.

Retrofit field changes to all existing PO lines/schedule/distributions

PO_DFLT_RETROFIT

Exit the Purchase Order Defaults page after you have entered field value changes on the pages or any of the pages accessed from it, and you have a transaction line that contains item description and quantity information.

Apply default field value changes to existing lines, schedules, and distributions.

PO Header Comments

PO_COMMENTS_SEC

Click the Add Comments link on the Maintain Purchase Order - Purchase Order page.

Enter comments for a transaction. You can enter a unique comment or select from predefined standard comments.

Standard Comments

STD_COMM_SEC

Click the Copy Standard Comments link on the PO Header Comments page or the PO ShipTo Comments page.

Enter standard comments for the purchase order.

Purchase Order Activities

PO_ACTIVITY

Click the PO Activities link on the Maintain Purchase Order - Purchase Order page.

Enter and track activities associated with a particular transaction. Keep the activity comments organized by logging the due date and by selecting the Done check box.

Activity Summary

ACTIVITY_SUMMARY

Click the Activity Summary link on the Maintain Purchase Order - Purchase Order page.

View the receiving, invoicing, matching, and returning activities that have been performed on the purchase order to date.

See Viewing Purchase Order Activity Summaries.

PO Document Status

PRCR_DOCSTAT_INQ

• Click the Document Status link on the Maintain Purchase Order - Purchase Order page.

• Purchasing, Purchase Orders, Review PO Information, Document Status, PO Document Status

Access and review information about transactional procurement documents associated with a purchase order.

Note. When you are using PeopleSoft Supplier Contract Management, this is not referring to an authored contract document.

Maintain Purchase Order - Requisition Details

PO_HDR_REQ

Click the Requisitions link on the Maintain Purchase Order - Purchase Order page.

View the requisition details that were used to create the purchase order.

PO ShipTo Comments

PO_COMMENTS_SEC

Click the Add ShipTo Comments link on the Maintain Purchase Order - Purchase Order page.

Maintain ship to comments associated with the purchase order. If you defined ship to comments using the Ship To Locations page, those comments appear by default on this page, if you elected to have them copied to the purchase order.

See Defining Ship To Locations.

Maintain Purchase Order - Procurement Card Information

CC_USE_HDR_DTL

Click the Use Procurement Card link on the Maintain Purchase Order - Purchase Order page.

Review the existing procurement card information, add or update the procurement card information, or override the existing procurement card with another one.

PO Header - VAT Information

PO_HDR_VAT

Click the Header VAT link on the Maintain Purchase Order - Purchase Order page.

View header VAT details.

Create Backorder

PO_BACKORDER

Click the Create Backorder link on the Maintain Purchase Order - Purchase Order page.

Apply backorder status, revised quantities, and delivery due dates to the dispatched purchase order schedule.

Dispatch Options

DISPATCH_OPTIONS

Click the Dispatch button on the Maintain Purchase Order - Purchase Order page.

Enter dispatch options for the purchase order and to dispatch a purchase order to the vendor.

PO Total Amount Details

PO_ADJ_BRKDWN

Click the link associated with the Freight/Tax/Misc field on the Maintain Purchase Order - Purchase Order page.

View price adjustments broken down into individual amounts, such as freight, sales and use tax, miscellaneous charges, and value-added tax.

Activity Log

PO_MAINT_POP

Select 01 - Activity Log in the Go to field on the Maintain Purchase Order - Purchase Order page.

View basic transaction activity information.

PO Matching

PO_MATCHING

Select 11 - Matching in the Go to field on the Maintain Purchase Order - Purchase Order page.

Enter matching information for the purchase order.

PO Dispatched History

PO_DISP_DSPLY

Select 02 - PO Dispatched History in the Go to field on the Maintain Purchase Order - Purchase Order page.

View the dispatch history of the purchase order.

RTV Information

RTV_LN_DISP_SEC

Select 05 - All RTV in the Go to field on the Maintain Purchase Order - Purchase Order page.

If there is an existing RTV transaction for this purchase order, you can view the RTV information.

Commitment Control

KK_EXCPTN_OVER_SEC

Select 16 - Budget Status - Prorated or 17 - Budget Status - NProrated in the Go to field on the Maintain Purchase Order - Purchase Order page.

View details about a commitment control transaction, such as the source transaction type and the amount type for the journal. You can also override budget checking for the transaction or run the Budget Processor for the transaction.

Document Tolerance

DOC_TOL_RUN_CNTRL

• Select 18 - Doc. Tolerance Checking in the Go to field on the Maintain Purchase Order - Purchase Order page.

• Purchasing, Purchase Orders, Verify Document Tolerance, Document Tolerance

Request that the system check the transaction for document tolerances.

Document Tolerance Exceptions

DOC_TOL_EXCPT

Select 18 - Doc Tolerance Exception in the Go to field on the Maintain Purchase Order - Purchase Order page.

View and update document tolerance exceptions.

Document Tolerance Override History

DOC_TOL_OVR_LOG

Purchasing, Purchase Orders, Review PO Information, Doc Tolerance Override History, Override Log

View and update document tolerance override history.

Change Reason

PO_CHNG_REASON

Purchasing, Purchase Orders, Add/Update POs

Click Save after updating a field defined for change tracking.

Assign purchase order change request reasons.

Status

Displays the status of the current version of the document.

Version

Displays the current authored document version from PeopleSoft Supplier Contract Management.

Maintain Document

Click to access the Maintain Document page where you can view or edit the document, maintain document attributes, and send the document through collaboration and approvals. You can also finalize the contract document and create amendments for it.

PO Date

Automatically changes to the current system date. You can override the purchase order date. This appears on the purchase order and is the date used for price calculation if the price date is defined as the purchase order date.

Vendor Search

Click to access the Vendor Search page where you can enter criteria to search for a specific vendor or a group of vendors from which you can select a vendor for the purchase order.

Doc Tol Status (document tolerance status)

If document tolerance checking is enabled, the system displays the document tolerance status. The system runs the Document Tolerance process before budget checking when you click the Budget Check button, or you can run the process separately. Document tolerance checks the change in percentage or a fixed dollar amount between the purchase order and requisition at the ChartField distribution level. Values are:

V (valid): The purchase order has passed document tolerance checking.

N (not checked): The purchase order requires document tolerance checking. If any amounts, quantities, or ChartFields are modified after the document tolerance is checked, the system resets the document tolerance status to Not Checked.

E (error): Exceptions were generated for the purchase order during document tolerance checking. You can override document tolerance exceptions on the Document Tolerance Exception page.

Vendor

A purchase order can have only one vendor. When you enter a vendor, the vendor order location, price location, primary buyer, freight terms, payment terms, vendor currency, dispatch methods, and VAT option appear by default on the purchase order. You can override the defaults from the vendor on the Vendor Details page.

Vendor Details

Click to access the Vendor Details page where you can maintain vendor information such as contacts and addresses.

Backorder Status

Displays the backorder status. Values are:

• None.

• Backorder.

• BO Recv (backorder received).

Create Backorder

Click to access the Create Backorder page where you can select to backorder the open (non-received) quantity for all or selected purchase order lines.

See Creating and Viewing Purchase Order Backorders.

Vendor ID

Displays by default the vendor ID for the vendor that you selected. You can also select the vendor ID, and the system will populate the Vendor field.

Receipt Status

Displays the receipt status of the purchase order. Values are:

• Not Recvd (not received).

• Partial (partially received).

• Received (fully received).

Buyer

A purchase order can only have one buyer. Buyers available to a user are defined on the User Preferences - Procurement: Purchase Order Authorizations page.

Dispatch Method

Select the method that you want to use to dispatch this purchase order. Dispatch method values include:

EDX(electronic data delivery)

EMAIL

FAX

PHONE

PRINT

Dispatch

Click to dispatch the purchase order.

PO Reference (purchase order reference)

Enter free-form text that provides additional information for the purchase order.

Header Details

Click to enter purchase order header details, enter rules for the entire order, and hold the purchase order from further processing.

See Entering Purchase Order Header Details.

PO Activities

Click to enter and track activities associated with a particular transaction.

Add Comments

Click to access the PO Header Comments page.

See Entering Purchase Order Header Comments.

PO Defaults

Click to access the Purchase Order Defaults page.

See Entering Purchase Order Defaults.

Activity Summary

Click to view the receiving, invoicing, matching, and returning activities that have been performed on the purchase order to date.

See Viewing Purchase Order Activity Summaries.

Add ShipTo Comments

Maintain ship to comments associated with the purchase order. If you defined ship to comments using the Ship To Locations page, those comments appear by default on this page, if you elected to have them copied to the purchase order.

Requisitions

Click to view the requisition details that were used to create the purchase order.

Document Status

Click to access and review information about procurement documents associated with a purchase order.

See Viewing Purchase Order Document Status.

Merchandise

Displays the merchandise amount according to the quantities and prices of the items on the purchase order.

This field is not available if this purchase order is used with a recurring purchase order voucher.

Freight/Tax/Misc (freight/tax/miscellaneous)

Click the link associated with the Freight/Tax/Misc. field. When you click this link the PO Total Amount Details page appears. Using this page you can view the total amount of adjustments made to this purchase order. This includes VAT, sales tax, miscellaneous charges, and freight.

Calculate

Click to recalculate the freight total for this purchase order.

Total Amount

The total amount on the purchase order calculated from the merchandise and adjustment amounts appears.

Encumbrance Balance

Displays the encumbrance balance. When you use commitment control, the system deducts each type of financial obligation from the budget and tracks it according to obligation type. This enables you to determine the monies that you have committed in pre-encumbrances. The system extracts these values from commitment control tables by passing the business unit, document ID, and other key information that depends on the display. The system only displays this field when commitment control is on and if the document has been budget checked at least once.

When you generate a requisition, a pre-encumbrance is created in budget records by the budget-checking process. When a requisition is sourced to a purchase order, commitment control liquidates the pre-encumbrance from the requisition and establishes an encumbrance for the purchase order.

Encumbrance balances display on the currency code for the balances in the transaction currency of the requisition and is based on the transaction date rate. You can have an encumbrance currency value in a different currency than the vendor's currency. Balances can be partially or fully sourced from requisitions and can be for multiple purchase order lines, schedules, and distributions.

You can view accounting details for the purchase orders. Click the Encumbrance Balance field link to access the Requisition Accounting Entries page. You use this page to view accounting information including the commitment control ledger group and transactions that have been performed against the purchase order.

See Viewing Budget Details and Transaction Activity.

Purchasing Kit

Click to access the Enter Kit Items page where you can select a kit and a quantity to add to the purchase order.

Catalog

Click to access the Order By Catalog page where you can select a catalog items to add to the purchase order.

Item Search

Click to access the Item Search Criteria page where you can define search criteria for items to add to the purchase order.

Line

Select a beginning line for a range of lines that you want to display in the Lines grid.

To

Select the ending line that you want to display.

Retrieve

Click to display the purchase order lines that you selected. If a line has changed, the system saves the changes before populating the Lines grid with the line.

View Printable Version

Click this link to review the purchase order printout on the screen. Clicking this link does not print the purchase order. Be aware that the purchase order is saved prior to display. To preview the purchase order, you must enter header, line, schedule, and distribution information.

If the Enable XMLP Publisher check box is selected at the installation level, then the purchase order will be printed using the XMLP PO Online report. If the check box is not enabled, then the system provide the POPO005.sqr version of the PO report.

Delete PO

Click this button to delete the entire purchase order. When you click this button, you must confirm that you want to delete the purchase order. After you delete a purchase order, the same purchase order ID can be reused.

You can only delete purchase orders if you have been authorized for purchase order deletion on the User Preferences - Procurement: Purchase Order Authorizations page.

Note. When using PeopleSoft Supplier Contract Management and a purchase order has an authored contract document associated to it, the deletion of the purchase order is only allowed if there is not an authored document present. If a document does exist, you should contact the contract specialist before deleting the authored document if it is in a status that allows deletion.

Close Short All Lines

Click to select or deselect all lines purchase order lines short. Closing a line short enables you to close future receiving for purchase order lines. When you select to close a purchase order line short and the close short processing requirements are met, the system reduces the quantity on the schedules for the purchase order line to the quantity that has been received. If there has been no receiving for the purchase order schedule, the system cancels the schedule instead of reducing the quantity to zero.

When you click the button, the system either selects or deselects the Close Short check box for each purchase order line. If the check box is not available for a purchase order line, the system does not select or deselect that line.

Go To

Select a feature that you want to access. When you select the feature, the system navigates to the corresponding page.

Location

Select the vendor location, if you want to override the default.

Terms

Specify payment terms for the vendor location, if you want to override the default.

Note. The payment terms on the purchase order voucher in PeopleSoft Payables are the payment terms from the purchase order header.

Basis Dt Type (basis date type)

Defines the date that the system uses as the term basis date for scheduling payment and determining early payment discounts. Values include Acct Date (accounting date), Doc Date (constructive document receipt date), Inv Date (invoice date), Recpt Date (receipt date), Ship Date, and User Date (user specified date).

Basis Date

Select a basis date. This field is available when the basis date type is User Date.

Address

Select an address for this location. Click the Address Details link to view vendor location address details in the lower portion of the page.

Contact

Select a contact person for the vendor. Click the Contact Details link to view contact address details in the lower portion of the page.

Salesperson

Select a salesperson for the vendor. Click the Salesperson Details link to view salesperson address details in the lower portion of the page.

PO Type

Select the type of purchase order that you are creating from a user-defined selection list. This value, with the exception of Kanban, is not used in purchase order processing, but can be used for informational purposes.

Billing Location

Location code that designates the billing address displays.

Tax Exempt

Select if the purchase order is exempt from sales and use taxes. Exemption from VAT is handled through the VAT setup. If selected, enter a tax exempt ID in the ID field. The tax exempt ID prints on the purchase order.

Letter of Credit ID

Select a letter of credit ID. This value is used as a reference on the purchase order and appears by default on the purchase order voucher pages.

Currency Code

The currency to use on the purchase order displays. The currency code can be changed only when the business unit allows multicurrency.

Rate Date

The date of the rate used in the currency calculation displays.

Rate Type

Displays the currency exchange rate the system uses to convert between the purchase order transaction currency code value and the purchase order business unit Base Currency value.

Exchange Rate

Displays the rate at which the currency exchange is performed, based on the rate date and rate type.

Dispatch Option

Select the procurement card dispatch option if you are using the procurement card functionality. Options are:

• Charge to Card on File: Select this option to have "Charge to credit card" print in the header portion of the PO Dispatch/Print SQR report (POPO005).

• Contact Buyer: Select this option to have the buyer's name and phone number print in the header portion of the PO Dispatch/Print report. For example, "*Please contact John Smith 925-694-3863 for payment information."

• Contact Cardholder: Select this option to have the card holder's name and phone number print in the header portion of the PO Dispatch/Print report. For example, "*Please contact John Smith 925-694-3863 for payment information."

• Include Masked Card Info (include masked card information): Select this option to have the masked card number, card type, and expiration date appear in the header portion of the PO Dispatch/Print report.

• No Reference: Select this option to have no procurement card information print on the PO Dispatch/Print report.

Contact Name and Contact Phone

These field are only available if you select a dispatch option of Contact Buyer or Contact Cardholder.

If you select Contact Buyer the buyers name and phone number appear.

If you select Contact Cardholder the cardholders name and phone number appear.

Instructions

Enter additional procurement card instructions if you so choose.

Acknowledgements Required for

Select whether purchase order acknowledgements are required by the supplier. The default values are retrieved from either the Procurement Options page associated with the vendor location in the Vendor Information component or the POA Settings page in the Purchasing Options component. If no values are defined at the vendor location level then the system retrieves the values associated with purchasing business unit. This value can not be changed once the purchase order has been dispatched. This value can be overridden here for the given purchase order. Values are:

• All dispatches: POAs are required by the supplier for all dispatched purchase orders and change orders.

• Initial dispatch only: POA is only required by the supplier for the first dispatch of a purchase order. Change orders do not require POAs.

• Not required: POAs are not required by the supplier.

Dispatch

Selected by default so that once the status of the purchase order is Approved, the purchase order is a candidate for the next dispatch process. To prevent the purchase order from being dispatched, clear this check box.

Method

Override the default dispatch method by selecting EDX, Fax, Phone, Email, or Print.

Email Address

When the dispatch method is email, this field is enabled to allow entry of an override email address for the dispatch of the current purchase order.

Prefix, Telephone, and Ext (extension)

When the dispatch method is fax, these fields are enabled to allow entry of an override fax phone number for the dispatch of the current purchase order.

Accounting Date

Determines the open period or allowable open date range for budget checking a purchase order when you are using commitment control. If the purchase order's accounting date falls before or after the open period date range, the system provides a message to prevent or warn you from running budget checking.

Accounting Template

Displays the accounting template for the purchase order. The accounting template is used to determine ChartField values that are used to offset one-sided transactions in PeopleSoft Purchasing.

Retrieve Active Comments Only

Select this check box 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.

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 or modified.

Each time a comment is modified the comment time stamp is updated with the current date and time.

Vendor Flag: Select to sort by comments flagged to be sent to the vendor.

Retrieve

Click this button to load existing comments into the comments text box. This button appears only if existing comments are available.

For header and line comments, when you click the Retrieve button, previous comments that have been loaded may have been already worked. So retrieving the comments override all the comments that have been worked on. Any context that was previously saved as a standard comment is saved after the transaction is finished.

Sort

Click this button to sort comments according to the selections that you made in the Sort Method and Sort Sequence fields.

Copy Standard Comments

Click this link to copy standard comments to the purchase order header comments. When you click this link the Standard Comments page appears.

See Setting Up Standard Comments.

Inactivate

Click this button to inactivate the currently displayed comment. The comment is not actually deleted, but is set to an inactive status.

You must clear the Retrieve Active Comments Only check box in order to access any inactive comments.

If you have inactivated a comment, you must select the Retrieve button to reselect the comments.

Send to Vendor

Select this check box if you want comments to appear on purchase orders dispatched to vendors. If the comments are for internal use only, clear the check box. 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.

Shown at Receipt

Select if you want comments to appear on the receipt documents.

Shown at Voucher

Select if you want comments to appear on the vouchers.

Attachment

Displays the attachment ID. This field is unavailable for entry because the attachment is automatically assigned.

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.

View

Select this button to display an attachment that has already been linked to the comments.

Email

Select this check box if you want to email the attachment with dispatched documents. Attachments are only emailed as part of the purchase order email if the email flag is selected and the Dispatch Method is email. The attachment email process requires the system to download the attachment to a temporary directory. That temporary directory is by default c:\temp, but can be modified using the File Locations page.

See Defining Additional Common Information.

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.

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.

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 purchase order 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).

The system does not apply project changes to the distribution rows because the work order is linked with projects information and we cannot change these values in PeopleSoft Purchasing. Plus, the asset information changes are not applied because distributions linked with a work order non-inventory cannot be received as assets.

Category

Select a default category code for the purchase order. Selecting a default value here enables you to order ad hoc (description-only) items. The category entered here only applies to ad hoc (description only) lines.

Unit of Measure

Select a default unit of measure (UOM) for the purchase order. Selecting a default value here can facilitate the ability to order ad hoc items.

Ship To

Displays the default ship to location, which appears on the purchase order schedule as the location to which the vendor ships the order. A change to the ship to location implies sales and use tax and VAT recalculations on the PO Header - VAT Information page.

Note. If you change the ship to location to a different 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 value as a valid date for receiving. If it encounters an exception date, it uses the next valid future date as the due date.

Due Date

Displays the default due date. The due date for each schedule has the default value of the purchase order date, plus the number of lead-time days defined for the item (or item category if an ad hoc item). You can override the due date by using the PO Defaults page. If the default option is override, the system uses the override value, and the lead time calculation is ignored. If the default option is default, the system calculates the due date based on the purchase order date plus the number of lead time days.

When an item changes, the due date is updated to reflect the lead time days associated with the new item. If the category for an ad hoc changes, the due date is also updated to reflect the lead time days associated with the item category. If the purchase order defaults page is set to override, the override is applied.

Note. If the 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 value 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.

Ship Via

Carrier or method of shipment.

Distribute by

You can either distribute by amount or quantity.

When you select Override 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 only visible if commitment control is enabled, and you select Liquidate by Quantity on the Purchasing Definition - Business Unit Options page. If commitment control is not installed, or you do not select the option to liquidate by quantity on the purchase order business unit page, the budget processor balance liquidates by amount only.

Ultimate Use Code

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. Enter an ultimate use code to override the default tax rate for a location.

Original Promise Date

Date on which the vendor originally committed to deliver the item. The default due date appears by default in this field and is updated when the item or item category (ad hoc items) changes. If you override the due date on the PO Defaults page, the purchase order date plus the number of lead time days defined for the item or item category (ad hoc items) will be used, not the overridden due date. You can override the original promise date on the PO Defaults page.

Freight Terms Code

Freight terms code that applies to the schedules for this purchase order.

SpeedChart

Select a speed chart. The SpeedChart field enables you to use a code that contains preset distributions. This speed chart is not itself a defaulting element. Instead use it here to assist you in defining default chart field elements.

Budget Date

If you are using commitment control, this field is available. The default date is the accounting date, but you can override it. When you save the purchase order, the system confirms that the budget date is within the valid open period date range for the general ledger business unit.

AM Bus 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.

If both fields contain values, data is written to the PeopleSoft Asset Management staging tables. If only one of the fields is populated, the system will not consider the item an asset.

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 Defining the Cost Foundation for Makeable Items.

Apply

Select this check box to apply the default field value change to the distribution line that appears in the Distrib Line field. For example, if you select Apply for distribution line 3, the change will be applied to each distribution line 3 that appears on the purchase order.

If the Distrib Line field is blank, this means that the default field value change does not apply at the distribution level. In this case, select the Apply option to carry the 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, this means that the default field value change does not apply at the distribution level.

Apply to All Distribs (apply to all distributions)

Select this check box to apply the default field value change to all existing distribution lines on the transaction, 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 option is unavailable for this field value change.

Card Number, Card Type, and Expiration Date

Displays the procurement card information that will be used for payment on this purchase order. If no card is assigned no values appear in this group box.

Card Number

Select the procurement card or vendor card that you want to use for the payment method on this purchase order. The card numbers that are available for selection are related to the buyer who has the rights to use a procurement card on a purchase order and the vendor cards related to the vendor and location. After you select a new card number it will override the existing card number.

Don't use Procurement Card

Click this check box if you do not want to use a procurement card as the payment method on this purchase order.

Fax Cover Page

Enter the location of the fax cover page file.

Test Dispatch

Select this check box if you want to do a test dispatch and do not want to dispatch to the vendor. The word Unauthorized prints at the bottom of the transaction document. The system dispatches the purchase order, but it doesn't update the purchase order status from Approved to Dispatched.

Print BU Comments (print business unit comments)

Select this check box to have the comments (terms and conditions) that you defined for the purchasing business unit appear on the purchase order upon dispatch. These comments are assigned to the purchasing business unit by clicking the Comments link on the Purchasing Definition - Business Unit Definition page.

Server Name

Select the name of the server that you want to process the dispatch request.

Print Duplicate on PO (print duplicate on purchase order)

Select this check box to print the word duplicate on the transaction document.

Output Destination Type

Select the dispatch method. Values are FILE, PRINTER, and WEB.

Print Changes Only

Select this check box if you are dispatching a change order and want to print only the changes that were made to the purchase order.

Output Destination Format

Select the appropriate format for the dispatched file, based on how you want to send the file to the vendor. Values are: CSV, HP, HTM, LP, Other, PDF, PS, and SPF.

Print PO Item Description

Select to print the item description from the Maintain Purchase Order - Purchase Order page, instead of from the Purchasing Attributes page. The item description stored on the purchase order is in the base language and may have been modified on the purchase order.

Print Copy

Select this check box if you want to print a copy of the dispatched document. If any of the purchase orders are dispatched by phone, fax, email, or EDX, a hard copy is printed for review.

File Destination

Enter the location where you want to send the file,

Number of Copies

Enter the number of copies that you want of the report. This field appears when you select to the Print Copy check box.

Template ID

Select the report template that you want to use to dispatch a purchase order. You use the report template to identify an XML Publisher report layout. The template provides a common report layout for dispatching purchase orders for both PeopleSoft eProcurement and Purchasing. The default value for the field is blank.

See Dispatching Purchase Orders.

Fax Dir (fax directory)

Directory where the fax file is located displays. The file is generated during the dispatch process for purchase orders with a fax dispatch method.

Match Action

Controls the type of match rules that you can add to this match rule control. Values include:

No Match: No match required.

Standard: Comprises two-way (purchase order to voucher), two-way (receipt to voucher), three-way, four-way, or ERS (evaluated receipt settlement) matching.

ERS Action

Values include:

Yes: Matches receipts against purchase orders and generates vouchers without requiring an invoice.

No.

Match Rule

Select a match rule.

Reason Code

Select a change request reason code. This field is required when reason codes are required for change requests.

Comment

Enter information about the reason for the change. This field is required when comments are required for change requests.

Use Same Reason Code

Select to indicate that you do not want the system to display this page the next time it saves the purchase order. If the check box is deselected, the system continues to provide this page each time it saves the purchase order. In this case, each time that you change the change reason or change reason comment, the system creates a new change tracking reason transaction in the PO_CHNG_REASON record. The system associates the updated fields with the change reason code that you select on this page and for subsequent updates until a new change reason is specified or the purchase order is dispatched.

Changes to tracked fields are available using the Review Change History component.

Maintain Purchase Order - Purchase Order

PO_LINE

Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order

Enter or change purchase order information online.

Enter Kit Items

PO_KIT_ITEMS

Click the Purchasing Kit link on the Maintain Purchase Order - Purchase Order page.

Order an item by kit ID. The individual items in the kit become new lines on the purchase order.

Order By Catalog

ORD_BY_ITEM_CAT

Click the Catalog link on the Maintain Purchase Order - Purchase Order page.

Search for and select items to order from a catalog.

Item Search Criteria

ITEM_SEARCH_SP

Click the Item Search link on the Maintain Purchase Order - Purchase Order page.

Search for items.

Details for Line

PO_LINE_DTLS

Click the Line Details button associated with a purchase order line on the Maintain Purchase Order - Purchase Order page.

Enter additional information for this line, such as contract and vendor item information, item manufacturer information, price calculation parameters, and you can specify whether the item requires receiving and inspection. Any changes that you make on this page apply only to the selected line.

Item Description

PO_ITEM_DESCR

Click the Item Description link on the Details for Line 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.

Configuration Info

PO_LINE_CP

Click the Configuration Info link on the Details for Line page.

View item configuration codes for configured items. The item that you are querying must be defined as a configured item and have configuration codes created for it.

Item/Product Availability (inquiry)

ATP_SUMMARY_INV

Click the Item Availability link on the Details for Line page.

View the availability of this item. PeopleSoft Inventory must be installed for this link to be active.

PO Line Comments

PO_COMMENTS_SEC

Click the Line Comments button associated with a purchase order line on the Maintain Purchase Order - Purchase Order page.

Enter comments for a transaction. You can enter a unique comment or select from predefined standard comments.

Maintain Purchase Order - Rebate Agreement ID Look Up

VRBT_SEARCH_SP

Click the Look Up Rebate ID button associated with a purchase order line under the Contract tab on the Maintain Purchase Order - Purchase Order page

Search for available vendor rebate agreements.

Category Search

CAT_SEARCH_SEC

Select 03 - Category Search in the Go to field on the Maintain Purchase Order - Purchase Order page.

Search for and select an appropriate category ID for the item when entering an ad hoc item. The search for the category ID is done using a category hierarchy tree.

View Category Hierarchy

CAT_PARENTAGE_SEC

Select 04 - View Category Hierarchy in the Go to field on the Maintain Purchase Order - Purchase Order page.

View information about where a category resides in the entire catalog tree hierarchy.

Contract Search

CNTRCT_SRCH

Click the Contract Search button on the Maintain Purchase Order page.

Searching for contracts.

Header Misc. Charges (header miscellaneous charges)

PO_MISC_WRK

Select 13 - Header Misc. Charges in the Go to field on the Maintain Purchase Order - Purchase Order page.

Apply miscellaneous charges that you add on the Header - Miscellaneous Charges page to the lines of the purchase order.

Header - Miscellaneous Charges

PO_HDR_MISC

Click the Miscellaneous Charges link on the Header Misc. Charges page.

Enter miscellaneous charges that you want to allocate to some or all of the lines on the purchase order using the Maintain Purchase Order - Purchase Order - Miscellaneous page.

Header - 3rd Party Vendor

PO_HDR_MISC_3RD

Click the Third Party Vendor link on the Header - Miscellaneous Charges page.

Select the third-party vendor pertaining to the miscellaneous charge and specify the amount of the charge.

Exchange Rate Detail

EXCH_RT_DTL_INQ

Click the Exchange Rate Detail link on the Header - 3rd Party Vendor page.

View the rules used to calculate exchange rates for the transaction.

Click the Line Details button to access the Details for Line page.

See Entering Purchase Order Line Details.

The Part of Line Group button displays when there is a group ID value and at least one of the schedules for the line has an event ID value. The button does not perform an action.

Item

Depending on how you set up PO Item Vendor Security on the Purchasing Definition - Business Unit Options page, the items available may be limited to predefined choices that you established for the selected vendor.

When you select an item, the description, category, unit of measure, and price tolerances appear by default.

You may also choose to order by description-only when an item is not defined in the system. Enter a description of the item in the Description field, a value in the Category field, and the item price on the Maintain Purchase Orders - Schedule page.

Purchase orders can contain standard and stockless items, but you cannot mix them on the same purchase order.

This field is not available if the purchase order is used with a recurring purchase order voucher.

If you perform one of these actions on a purchase order line that is associated with a PeopleSoft Maintenance Management work order, the system will remove the work order information and the peg to the non-inventory work order:

• Change a description only or non-inventory item to an inventory item.

• Change the category.

Click the Item Search button to access the Item Search Criteria page where you can define search criteria for items to add to the purchase order.

PO Qty (purchase order quantity)

Enter the quantity of the item that you want to order.

If you are using the order multiples functionality, when you enter the purchase order quantity the system will validate the line quantity against the order quantity multiple factor that you specified for this item vendor and unit of measure on the Vendor's UOM & Pricing Information page. If the quantity you enter is not a multiple of the order quantity multiple factor, based on the rounding rule, the system will issue a warning message that the item should be ordered in multiples of this factor and it suggests the correct order quantity. You can accept the system suggested quantity at that time or keep the original quantity that you entered.

Order quantity multiples are not validated and checked for these information:

• Non item vendor UOMs.

• Inventory item UOMs.

• Adhoc or description only transaction lines.

• Purchase orders that have a status of Dispatched or Canceled.

Note. Order multiple checks are only applicable to item vendor UOMs.

If the purchase order line built by the PO Calculations (PO_POCALC) and Create Purchase Order (PO_POBUILD) processes references an RFQ and you change the purchase order quantity, the system prompts you asking whether you want to increase or decrease the RFQ order quantity. For example, if you decrease the purchase order quantity from 10 to 5 and want to award the difference to another vendor, choose to decrease the RFQ award quantity. This makes the remaining quantity of 5 available to be awarded to another vendor.

If applicable, a similar prompt appears asking whether you want to increase or decrease the requisition line quantity.

This field is not available for entry for amount only lines.

UOM (unit of measure)

Select the UOM of the item that you want to use to place the order.

This field is not available if the purchase order is used with a recurring purchase order voucher.

Category

Displays the item's category. Category information helps reduce redundant data entry during item setup and requisition and purchase order processing. The purchasing attributes of an item category are assigned as defaults to any item in that category.

Price

Display the price of the item.

Amount

Purchase order quantity multiplied by the unit price. Appears in the transaction currency or the vendor preferred currency. If the line has been designated as an amount-only line on the Line Details page, you can edit this field.

This field is not available if the purchase order is used with a recurring purchase order voucher.

Status

Status of the line appears. Values are: Active, Canceled, Hold, or Closed.

Due Date

Displays the default due date for the schedule. This is the date the item is due at the ship to location.

Ship To

Displays the business unit to which the item is being shipped.

Status

Displays the status of the purchase order line.

Backorder Status

Displays the back order status for this line.

Click the Create Line Change button to make this purchase order line fields available for change. When you click the button, the system makes the fields that are eligible for change available. When you make changes and click Save, the Create Line Change button becomes available again for the saved line.

Click the Cancel Line button to cancel the purchase order line only.

Note. When you select this option the system cancels the associated purchase order line only. This option does not cancel the entire purchase order.

Click the Find Contract button to search for a contract when you are adding a new purchase order line. Contracts returned in the search include the corresponding item. Ensure that the contract effective date is within the purchase order date. The system displays a message if the dates are not compatible.

Contract ID

Displays the contract associated with the corresponding line item.

Contract Version

Select a contract version. Versions enable you to create and maintain multiple versions of the contract in the system and to view information in older contract version. Contracts can only have one current version. The version that appears in this field is the version at the time that it was selected for the purchase order. Versions are only available if the Use Version Control check box is selected on the Contract and Vendor Rebate Controls page.

Contract Line

Displays the contract line for this line item.

Category Line Number

Displays the contract line number to which this line item belongs.

Release

Displays the release number for the release. A release is the transaction for the contract. For example, a one-year lease contract with monthly payments would have 12 releases. This field appears for purchase order event types only.

Milestone Line

Identifies the milestone number that is associated with the release line. A milestone is a significant event in the life of a contract.

GPO ID (group purchasing organization ID)

Displays the GPO contract ID associated with the corresponding line item. The ID is a unique alphanumeric code assigned to each group purchasing organization.

See Using Group Purchasing Organizations.

GPO Contract (group purchasing organization contract)

Displays the GPO contract associated with the corresponding line item. The contract is a unique alphanumeric code assigned to each contract from a group purchasing organization.

Group ID

Displays the line group to which this line item belongs. A line group is a bundle of items that buyers use in PeopleSoft Sourcing to obtain better pricing for items. The system populates the Group ID field when:

• The line is being awarded from PeopleSoft Strategic Sourcing to the purchase order.

• Purchase order sourcing selects a contract line that has a group ID assigned to it.

  The group ID is copied from the contract line to the purchase line.

• A line group contract line is selected when you create a new purchase order and the group ID is copied from the contract line to the purchase order line.

When a purchase order line has a group ID value and the line was awarded by Strategic Sourcing to the purchase order line has a value and at least one of the line's schedules has an event ID, the system displays a warning message if you attempt to cancel the line, change the item ID, UOM, price, quantities, including schedule and distribution quantities that change the displayed quantity.

If you select to continue to cancel or change the line, the system cancels the line if the purchase order has been dispatched. The system performs the same process on any other line on the purchase order that has the same group ID value. If the PO has never been dispatched, an error message will be issued to explain the change cannot be made. In this case the other option the user would have is to delete the PO.

See Line Groups.

Rebate ID

Depending on the Rebate ID Security Control setting this field will appear or will be hidden. The approved vendor rebate agreement that matches what is being ordered on the purchase order line appears. You can only modify the vendor rebate agreement if the Rebate ID Security Control Setting field value is Update. Otherwise, you will only be able to view the vendor rebate agreement.

In addition, once the purchase order line has a receipt transaction or a vendor rebate accrual transaction associated with it the Rebate ID field will no longer be available for modification. At this time you would use the Backdate Vendor Rebates page to modify the vendor rebate agreement association with the purchase order line.

Note. Vendor rebate agreements cannot be associated with subcontracting purchase orders generated through PeopleSoft Manufacturing.

Depending on the Rebate ID Security Control setting the Look Up Rebate ID button will appear or will be hidden. This button is only active if the Rebate ID Security Control Setting field value is Update. Click this button next to the Rebate ID field to access the Maintain Purchase Order - Rebate Agreement ID Look Up page. Use this page to search for available vendor rebate agreements for what you are ordering on the purchase order.

Receiving Required

Select the value that you want to apply for receiving this line item. Values include:

Do Not Receive: Select to indicate that PeopleSoft Accounts Payable matching and receipt accrual are not applicable. Lines with this value are not eligible for closing short.

Receiving is Optional: Select to indicate that PeopleSoft Accounts Payable does not match receipt lines and the system does not accrue the receipt.

Receiving is Required: Select to indicate that PeopleSoft Accounts Payable matches receipt lines and the system accrues the receipt.

Note. Purchase orders generated from a PeopleSoft Services Procurement work order will always have the Receiving Required field set to Do Not Receive regardless of how the setup is defined for the category associated with the service.

Inspection Required

Select to require that this item be inspected upon receipt. When you select the check box, the Inspect ID check box becomes available for entry.

Inspect ID

Select an inspection ID for use with this line item. Inspect IDs contain instruction for inspecting an item. You define the ID using the Inspection Routing page.

Close Short

Select to close short the corresponding purchase order line. Closing purchase order lines short is when you remove the remaining balances on a purchase order and close the order. The system applies the Close Short check box setting from this purchase order line to the receipt line. You can change the value as long as the receipt line has not been processed by the Receipt Push process.

When you select this check box, the next time the system runs the Close Short process and all other requirements are met, the system either reduces the quantity of the line's schedule to what has been received or cancels the schedule if there has been no receiving activity.

You can select the Close Short check box for a purchase order line if receiving is required for the line. Selecting the check box does not affect the value of the stockless item setting and the replenish code. The system automatically selects the Close Short check box for purchase order lines if the replenish code has a value of stockless. In this case, you cannot deselect the check box manually.

You can analyze over due purchase order schedules using the PO Close Short Workbench. Using the workbench, you can also select the Close Short check box on the purchase order line or update the purchase order schedule due date from the workbench.

Work Order ID

Click to access the work order where you can view details about the work order.

See Understanding Services Work Orders.

Service Provider

Displays the service provider. This is the person who has been assigned to perform the service.

Service Coordinator

Displays the service coordinator. This is the person who has been assigned to source requisitions and work orders.

Click the Chng Line (change line) button to change an attribute on the purchase order line. This button and functionality are available only if the purchase order is in Dispatched status.

When you click this button, all fields defined on the PO Chng Ord Template (purchase order change template) page become available for entry and can be changed. If you are the using vendor rebate functionality, changing the Rebate ID field will not create a change order.

When you save the purchase order, a change order is created. If approval is required before dispatching it to the vendor, the change order must go through the approval process.

Click the Cancel Line button to cancel the purchase order line. This button is available if the purchase order status is Dispatched. If you cancel a dispatched line, a change order is created.

This button is also available when the purchase order status is Approved, but only if the purchase order was previously dispatched and subsequently changed and approved.

If you do not have the authority to cancel a purchase order, the Cancel Line button is not available. Set up the authority to cancel a purchase order on the User Preferences - Procurement: Purchase Order Authorizations page.

Click the Undo Finalize Entire Document button to reverse finalizing the referenced requisitions for this purchase order.

The system does not display this button if commitment control is off, or if the purchase order is not sourced from a requisition and thus has no predecessor.

Note. If you identify a distribution line as final for less, you must run budget checking afterwards.

Click the Finalize Document button to finalize all referenced requisitions for the current purchase order. The system checks all line distributions in the purchase order line for the associated predecessor requisition distributions. If there are multiple purchase orders referenced to the same requisition line distribution, all the other purchase orders must be budget checked successfully before you can finalize the referenced requisition.

If the associated requisition has been finalized, you must run the budget processor to liquidate the outstanding pre-encumbrance. Once the requisition is finalized, the distribution line will be locked down, the quantity, amount, ChartFields can't be modified and the open requisition quantity can't be sourced to another purchase order. You can go back to the purchase order to undo the finalization of a requisition that reset the requisition to its original state.

If multiple purchase order distribution lines are associated to the same requisition line distributions, the system only allows one line to be finalized.

The system does not display this button if commitment control is off, or if the purchase order is not sourced from a requisition and thus has no predecessor.

Amount to Receive

Amount that is still open on the purchase order displays.

When you change the purchase order quantity or amount by changing the price, the system verifies the distribution method and liquidation methods. If the distribution method is Amount or if the method is Quantity and the liquidation method is Amount, the system does not allow the quantity or amount to be reduced to less than the quantity or amount vouchered.

Also when you change the price, the system does not allow you to make changes when there are vouchers matched to the line or schedule. The system provides a message that you should unpost and unmatch the voucher before it allows the change.

Quantity to Receive

Quantity that has not been received and is still open on the purchase order displays.

Line Status

The status of the line appears. Values are: Active, Canceled, or Closed.

Backorder Status

Backorder status displays. Values include:

None.

Backorder.

BO Recv (backorder received).

Doc. Base Amt. (document base amount)

Amount of the line in the purchase order business unit base currency. This amount is used for amount and ChartField approvals, if required.

Group ID

Indicates that this purchase order line item belongs to a line group. A line group is a bundle of items that buyers use in PeopleSoft Strategic Sourcing to obtain better pricing for items.

Changes are limited to line group item fields and these fields are grayed out:

Item ID.

PO Qty (purchase order quantity): This includes changes to the schedule or distribution quantities that affect the quantity value displayed for the line.

UOM (unit of measure).

PriceThis includes price changes for the line or on one of the schedules for the line.

You can cancel a line directly on the line or indirectly by cancelling the schedules for the line.

When the purchase order status is Dispatched, or it has been dispatched in the past, the system issues a warning message if you attempt to cancel a line associated to an event line grouping. You can select to continue with the cancellation or not to continue. If you continue, the line item and all other line items in the line group will be cancelled from this purchase order.

Vendor's Catalog and Vendor Item ID

Vendor catalog and item ID assigned to the selected item-vendor combination appear. These values appear by default from the Purchasing Attributes - Item Vendor page.

Manufacturer ID

Displays the manufacturer ID.

Manufacturer's Item ID

Select a value that the manufacturer uses to identify the item.

UPN ID (universal product number ID)

Universal product number ID displays.

Replenish Code

Displays the replenishment code setup for the line item if it is either a replenishment or stockless item. A purchase order can have either stockless or replenishment items only. You cannot have both types on the same purchase order.

Stockless Item

Indicates if the line item is a stockless item. This value is supplied directly from the vendor and is based on a previously established agreement.

If the item is defined as a stockless item on the item attribute's Purchasing Controls page, then the system initially displays this field as selected. In this case, you can deselect the field. If the item's stockless attribute is deselected on the Purchasing Controls page, the Stockless Item field is initially deselected, but you can select it. This enables you to order the item as a stockless item or as a stock item. However, you cannot order a stock item as a stockless item when the item is not selected as a stockless item.

If a stockless item purchase order line cannot be fulfilled on the first receipt, the remaining quantity on the line is canceled. You can then run the Close Short process to close partially received stockless orders or orders that have not been received within a specified number of days.

If approvals are not required for either the Approval Framework or Virtual Approver, the system automatically approves stockless item purchase orders. The orders are approved even if the Create POs in Approved Status option is deselected on the run control. The system ignores the buyer's purchase order creation status in the sourcing programs and only applies the run control value.

If approvals are required, the system goes through the stockless item approvals the same as it does for any other type of item where it checks the exception codes to bypass approvals.

Device Tracking

Select this check box to indicate whether a line contains a device-tracked item.

Withholding

Select this check box to indicate that the voucher line that matches this purchase order line may be subject to withholding.

Vendor defaults determine whether this option is checked or unchecked.

Physical Nature

Select to indicate whether the object is a physical good or service.

Price Qty (price quantity)

Quantity that the system uses to determine minimum order quantities and price adjustment quantities. Select Line or Schedule.

If you set up an item-vendor relationship for the purchase order line item, there is a specific price for the item with that vendor, as well as a minimum quantity that you are required to purchase.

If you have set up price adjustments for the item and vendor, they may depend on the purchase order quantity.

Price Date

Date that the system uses to determine minimum quantity and price adjustment dates. Select PO (purchase order date) or Due (schedule due date). The price date works in conjunction with the value in the Price Qty field.

Amount Only

Select this check box to designate the line as an amount-only line. If selected, the purchase order quantity value on the line is set to 1 and the field becomes unavailable for entry.

The Amount field on the line becomes available for entry. The line amount that you enter becomes the schedule price and amount.

If you have an existing purchase order quantity value, line amount, schedule amount, and schedule price, and then select this option, each of these values is reset:

• The purchase order quantity value is overridden with value of 1.

• The line amount, schedule amount, and schedule price are reset to the unit price of the item on the line but can be overridden.

If this check box is selected, the system will also determine and populate the Receiving Required field value for the purchase order line. The system will look first at the Default Amount Only PO to "Do Not Receive" check box setting you specify on the Purchasing Options page associated with the business unit. If that check box is selected, the system will populate the Receiving Required field with Do Not (do not receive). If that check box is clear, the system will then look at the item and then the item category to determine the Receiving Required field value for the purchase order line. Plus, the Inspection Required field will not be available for entry.

This field is not available if the purchase order is used with a recurring purchase order voucher.

RFQ ID (request for quote ID)

Appears if the purchase order line originated from an RFQ.

Click the Contract Search button to access the Contract Search page where you can search for specific contracts. The system searches for active, effective contracts based on the search criteria that you enter and displays the results with the most recent contract first.

When you select a contract, the system uses that contract reference for the requisition or purchase order. The price and other fields are not used. If you select a line item contract reference, the system uses the item ID for the requisition or purchase order in addition to the contract reference.

If you enter an item ID before invoking the search page that item is used by the Search page, so that the search is limited to that item. If you leave item ID blank before invoking the search page, then the system includes all items for the category in the search.

SetID

Displays the setID in which this purchase order was created. The setID controls several contract features available for purchase orders.

Contract ID and Contract Line

To associate a contract with this purchase order line, enter a contract ID and line number (for fixed-item contracts only) or category line number. If the contract is an open item contract, no line number or category line number reference is applicable. This brings information into the purchase order from the contract.

You can enter a contract after selecting the item ID, or select a contract and line number, which copies the contract line information onto the purchase order line.

The contract ID and line number or category line number are not available if the purchase order is used with a recurring purchase order voucher.

If this purchase order is created for either a contract assigned to this specific purchase order (enhanced blanket purchase order) or a recurring purchase order voucher, the contract ID, line number and category line number are display only.

Contracts may be used on a purchase order if:

• The contract status is approved and contract version status is current.

• The contract vendor matches the purchase order vendor.

• The contract is not expired and the begin and expire dates fall within the purchase order (header) date.

The minimum and maximum amounts and quantity on the contract are not exceeded.

See Purchase Order Contracts.

Contract Version

Displays the contract version when you are using version control. Contract versions enable contract administrators to create and maintain multiple versions of a contract in the procurement system. If the setID in which this purchase order exists does not use version control, this field is not available.

Category Line

Select a contract category line number to indicate that the purchase order line is associated to a category on the contract. If there are any contract category price adjustments associated with the contract, the system reflects the adjustment on the purchase order line.

Release

Contract release number. When you associate a contract with a purchase order line on this page, the purchase order line becomes a contract release. If the line is the first release to the contract, the release number is set to NEXT. When you save the purchase order, the system assigns the next available release number to the line and creates a contract event. This release number is calculated by incrementing by 1 from the last used release number.

The contract ID, contract line number, and release number are joined to give you and the system enough information to tie the contract release to one specific purchase order and to view it in the Contract Events inquiry.

Milestone Line

Displays the contract line on which a milestone applies. Milestones are points in a contract cycle, such as a specified period of time or a percentage of contract fulfillment, at which an approval or reevaluation is made by contract participants.

GPO ID (group purchasing organization ID)

Group purchasing organization identifier.

GPO Contract (group purchasing organization contract)

Group purchasing organization contract number. Appears if the item selected is associated with a GPO contract.

Group ID

Displays the group ID to which this item belongs. When a PeopleSoft Strategic Sourcing event is awarded to a purchase order, and the event contains a group ID, that group ID appears in this field. If an item is awarded as part of a line group, the line group price applies when the item is ordered from that vendor.

When a contract that has a group ID assigned to it is copied to the purchase order line, that group ID appears on the purchase order line. You can associate the contract reference manually or select to use the automatic search functionality by selecting the Default Contract on PO check box for the business unit. Or, you can select the Contract value in the Copy From field on the purchase order header.

Note. When a purchase order line has a group ID value and the line was awarded by PeopleSoft Strategic Sourcing to the purchase order and that line has a value and at least one of the line's schedules has an event ID, changes to the purchase order are limited after you dispatch the purchase order.

Rebate ID

Depending on the Rebate ID Security Control setting this field will appear or will be hidden. The approved vendor rebate agreement that matches what is being ordered on the purchase order line appears. You can only modify the vendor rebate agreement if the Rebate ID Security Control Setting field value is Update. Otherwise, you will only be able to view the vendor rebate agreement.

In addition, once the purchase order line has a receipt transaction or a vendor rebate accrual transaction associated with it the Rebate ID field will no longer be available for modification. At this time you would use the Backdate Vendor Rebates page to modify the vendor rebate agreement association with the purchase order line.

Note. Vendor rebate agreements cannot be associated with subcontracting purchase orders generated through PeopleSoft Manufacturing.

Depending on the Rebate ID Security Control setting this Look Up Rebate ID button will appear or will be hidden. This button is only active if the Rebate ID Security Control Setting field value is Update. Click this button next to the Rebate ID field to access the Maintain Purchase Order - Rebate Agreement ID Look Up page. Use this page to search for available vendor rebate agreements for what you are ordering on the purchase order.

Receiving Required

Select the line item receiving requirement. Values are:

• Do Not (do not receive).

• Optional (receiving is optional).

• Required (receiving is required).

The system will default this field for you. This field will be set to Do Not on amount only lines, when the Default Amount Only PO to "Do Not Receive" check box is selected on the Purchasing Options page. If that check box is clear, or if it is not an amount only line, the system will look at the item and then the item category to determine the Receiving Required field value for the purchase order line.

Note. Purchase orders generated from a PeopleSoft Services Procurement work order will always have the Receiving Required field set to Do Not regardless of how the setup is defined for the category associated with the service.

Inspection Required

Select to indicate that inspection is required for the line item. If selected, enter an inspection routing ID for the item.

Note. Inspection Required cannot be selected for amount only lines.

Master Contract ID

Select a master contract ID. Master contracts are groupings of several contracts for the same supplier and then tracked using one master contract ID.

Contract Reference Type

Select a reference type on which to base a search. A contract reference type indicates the source of item information contained in a contract. When you select items, the reference type is also included on the purchase order.

Reference types include:

Cat Cntrct (category contract): Searches for category items that you can add to the purchase order.

Line Item: Searches for contract line items. The search results will contain line item types that meet other criteria that you define.

Open Item: Searches for items that are specified on the contract to be purchased against it.

Contract ID

Click to access the Maintain Procurement Contract page. You can use the page to view and update the contract.

See Using Voucher and Order Contracts.

Select All

Click the this link to select all purchase order lines for allocation of the miscellaneous charge that appear in the All Charges group box.

Clear All

Click this link to clear the selection of all purchase order lines for the allocation of the miscellaneous charge that appears in the All Charges group box.

Allocate

Click this button to calculate charges to the selected purchase order lines for the miscellaneous charge that appears in the All Charges group box.

Amount

Miscellaneous charge amount allocated to the purchase order line. The amount is populated based on the amounts of miscellaneous charges selected on the Header - Miscellaneous Charges page when you click the Misc Calculation buttons.

Template ID

Select the template of miscellaneous charges to apply to purchase order lines. Set up the templates on the Misc Chg/Landed Cost Template page (miscellaneous charge/landed cost template page). If you select a template, the grid is populated with the charges from the template. You can add or delete charges.

Maintain Purchase Order - Schedules

PO_SCHEDULE

Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order

Click the Schedule button next to a purchase order line on the Maintain Purchase Order - Purchase Order page.

Specify ship to, quantities, due dates, comments, SUT, miscellaneous charges, price adjustments, and multiple distributions per schedule within a purchase order line.

Item Description

PO_ITEM_DESCR, PO_ITEM_DESCR2

Click the item description link on the Maintain Purchase Order - Schedules page.

Enter and view descriptions for a specific item.

The item description link includes the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

Details for Schedule

PO_SCHED_DTLS

Click the Schedule Details button on the Maintain Purchase Orders - Schedule page.

Review or add schedule details to the selected schedule line.

PO ShipTo Address

PO_ONE_TIME_ADDR

Click the Ship To Address button on the Maintain Purchase Order - Schedules page.

Set up a one-time ship to address for the selected purchase order schedule.

You cannot define a one-time address for direct shipment purchase orders. 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.

Price Adjustments for Schedule

PO_VAL_ADJ

Click the Value Adjustment button on the Maintain Purchase Order - Schedules page.

Adjust the price of a schedule.

Miscellaneous Charges for Schedule

PO_SCHED_MISC

Click the Miscellaneous Charges button on the Maintain Purchase Order - Schedules page.

Change miscellaneous charges on this schedule.

Schedule - 3rd Party Vendor

PO_SCHED_MISC_3RD

Click the Third Party link on the Miscellaneous Charges for Schedule page.

Select a third-party vendor to whom to pay the miscellaneous charge.

Sales/Use Tax Information for Schedule

PO_SCHED_SUT

Click the Sched Sales/Use Tax button on the Maintain Purchase Order - Schedules page.

Enter the SUT information for the schedule.

VAT Information for a Schedule

PO_SCHED_VAT

Click the Schedule VAT button on the Maintain Purchase Order - Schedules page.

Review and update VAT details for this schedule. This page is accessible only if the General Ledger business unit on the Purchasing business unit links to a valid VAT entity.

Direct Shipment

PO_SCHED_OM

Click the Schedule Direct Shipment button on the Maintain Purchase Order - Schedules page.

View sales order information about a drop-shipment purchase order. The purchase order must have a direct shipment.

Note. Drop-ship orders are not eligible for receiving in PeopleSoft Purchasing, because they are normally sent directly to a customer site and received there.

PO ShipTo Comments

PO_COMMENTS_SEC

Click the Add Ship To Comments link on Maintain Purchase Order - Schedules page.

Enter comments for a transaction. You can enter a unique comment, or you can select from predefined standard comments.

Pegging Workbench

IN_PEG_DETAIL_SP

Click the Statuses tab on the Maintain Purchase Order - Schedules page.

Click the Pegging Workbench button on the Maintain Purchase Order - Schedules page.

Apply, change, or remove pegs from items.

Pegging Inquiry

IN_PEG_DETAIL_SP

Click the Statuses on the Maintain Purchase Order - Schedules page.

Click the Pegging Inquiry button on the Maintain Purchase Order - Schedules page.

View pegging information for line items.

Qualified Distributions page

PO_DIST_PEG

Click the Pegging Workbench or Pegging Inquiry buttons on a purchase order schedule that is associated with multiple distribution lines.

Select the purchase order distribution that you want to maintain or view the pegging information for.

Click the Finalize Document button to finalize all referenced requisitions for the current purchase order. The system verifies that all line distributions in the purchase order schedule have the associated predecessor requisition distributions. If the associated requisition has been finalized, the system de-associates the requisition from the purchase order before running budget checking to avoid over liquidating the pre-encumbrance.

If multiple purchase order schedules are associated to the same requisition schedule, the entire requisition schedule may be finalized from any of the related purchase order schedules.

The system does not display this button if commitment control is off or if the purchase order is not sourced from a requisition, and thus has no predecessor.

Click the Undo Finalize Entire Document button to reverse finalizing the referenced requisitions for this purchase order.

The system does not display this button if commitment control is off or if the purchase order is not sourced from a requisition, and thus has no predecessor.

Note. If you identify a distribution line as final for less, you must run budget checking afterwards.

PO Status

Current status of the entire purchase order. Valid status values are Initial, Open, Pending Approval, Approved, Dispatched, Canceled, and Complete.

Description

Click the Item Description link to view a description of the item. The link displays in the Lines group box next to the item ID.

Add Ship To Address Comments

Click to access the PO ShipTo Comments page.

Sched (schedule)

Displays the schedule number used by the system to track multiple schedules for a purchase order line. The system automatically assigns the number.

Click the Details button to access the Details page where you can view or maintain schedule details.

See Entering Schedule Details.

Due Date

Displays the default due date for the schedule. If there is no default due date, the system calculates one by adding the lead-time days to the purchase order date. You can override the due date for each schedule as long as it is not earlier than the purchase order date.

If the item is an inventory item and an Inventory business unit is entered on the first distribution line of the schedule on the Distribution Details page, the due date is validated against the closure calendar definition for the PeopleSoft Inventory business unit. This ensures that the business unit is open to receive merchandise on that day. If the date is not a valid date for that business unit, the system issues a warning for you to accept the date anyway or use the next available date.

If the item is not an inventory item, the shipping due date is validated against the closure calendar definition for the PeopleSoft Purchasing business unit.

When you create a change order by adding a line to the purchase order on a purchase order that has a due date in the past, the system will populate the due date for the new line with the current date plus lead time days, if a lead time exists for the category. Otherwise, the current date will appear in the Due Date field.

When the purchase order is created using the copy from purchase order method, the due date is calculated again. If the resulting calculated date is greater than the due date copied from the copied purchase order, then the calculated date is set as the due date for the new purchase order. If the calculated date is less than the copied due date, the copied due date is retained as the due date in the new purchase order.

Click the Schedule Direct Shipment button to access the Direct Shipment page. Use the Direct Shipment page to view PeopleSoft Order Management sales order information related to the direct shipment.

Ship To

Ship to destination. A change to the ship to can result in a price change, a sales and use tax recalculation, or a VAT recalculation.

Click the Ship To Address button to access the PO ShipTo Address page. Use this page to set up a one-time ship to address for the selected purchase order schedule.

Note. You cannot define a one-time address for direct shipment purchase orders. 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.

PO Quantity

The purchase order quantity for the first schedule automatically changes to the entire line quantity. You can override the quantity with a lower number and insert a second schedule for the difference.

The purchase order quantity for the second schedule automatically changes to the difference between the line quantity and the quantity on the first schedule.

If you update the line quantity and have only one schedule, the system updates the schedule automatically. If you have multiple schedules, you must update the schedules manually so that the total schedule quantity equals the line quantity.

Changing the schedule quantity never updates the line quantity. This field is not available for entry for amount only lines.

When you change the purchase order quantity or amount by changing the price, the system verifies the distribution method and liquidation methods. If the distribution method is Amount or if the method is Quantity and the liquidation method is Amount, the system does not allow the quantity or amount to be reduced to less than the quantity or amount vouchered. Also when you change the price, the system does not allow you to make changes when there are vouchers matched to the line or schedule. The system provides a message that you should unpost and unmatch the voucher before it allows the change.

Price

The system calculates the price for the items.

Price calculations can range from simple to complex, depending on the factors you set up.

If there is a contract associated with the line, the system uses the contract rules to determine the price. Contract rules include whether to use the contract base price or the vendor price for the unit of measure on the purchase order. Contract rules also determine which sets of price adjustments the system considers (contract price adjustments and vendor base price adjustments) and in what order.

If you are ordering items by description only, you must enter the price manually. While price is not required, if you have entered schedules without prices, you'll get a warning when you save the purchase order.

This field is not available if the purchase order is used with a recurring purchase order voucher.

Amount

The system calculates the extended amount as the schedule price multiplied by the schedule quantity. This is the merchandise amount of the schedule. It does not include other amounts associated with the schedule, such as freight and tax.

You can override the schedule merchandise amount here, unless the item definition or contract definition for the item on the line does not allow the price to be changed on the purchase order.

This field is not available if the purchase order is used with a recurring purchase order voucher.

When you change the purchase order quantity or amount by changing the price, the system verifies the distribution method and liquidation methods. If the distribution method is Amount or if the method is Quantity and the liquidation method is Amount, the system does not allow the quantity or amount to be reduced to less than the quantity or amount vouchered. Also when you change the price, the system does not allow you to make changes when there are vouchers matched to the line or schedule. The system provides a message that you should unpost and unmatch the voucher before it allows the change.

Status

Displays the status of the purchase order line schedule.

Click the Value Adjustment button to access the Price Adjustments page.

See Entering Schedule Price Adjustments.

Click the Miscellaneous Charges button to access the Miscellaneous Charges page where you can view and update price information.

See Entering Schedule Miscellaneous Charges.

Click the Sched Sales/Use Tax button to access the Sales/Use Tax Information page.

See Entering Schedule SUT Information, Entering Schedule SUT Information.

Click the Distributions/ChartFields button to access the Distributions page.

See Chartfields.

Click the Create Schedule Change button to change an attribute on the purchase order schedule. This button and functionality are available only if the purchase order is in Dispatched status.

When you click this button, all fields defined on the Chng Ord Template (purchase order change template) page become available for entry and can be changed.

When you save the purchase order, a change order is created. If approval is required before dispatching it to the vendor, the change order must go through the approval process.

Click the Cancel Schedule button to cancel the purchase order schedule. This button is available if the purchase order status is Dispatched. If you cancel a dispatched schedule, a change order is created.

This button is also available when the purchase order status is Approved, but only if the purchase order was previously dispatched and subsequently changed and approved.

To cancel the schedule, you must have the authority to cancel purchase orders on the User Preferences - Procurement: Purchase Order Authorizations page.

Click the Pegging Workbench button to access the Pegging Workbench page. Use this page to view and maintain the pegging information associated with this purchase order schedule.

See Using Pegging with Requisitions in PeopleSoft Purchasing.

See Pegging Supply and Demand.

Click the Pegging Inquiry button to access the Pegging Inquiry page. Use this page to view the demand for this purchase order.

See Using Pegging with Requisitions in PeopleSoft Purchasing.

See Pegging Supply and Demand.

Attention To

Displays the person to whom, or place to where the services or goods are to be delivered. If the purchase order's scheduled shipment originated from the requisition, the Attention To field value is carried onto the purchase order. When the purchase order schedule is manually entered, this field will be blank. This field value is Multiple Recipients if there are more than one person or place that this shipment is to be distributed to.

Revision

Displays 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 revision number effective on the due date.

Time Due

Displays the time that the shipment is due.

Original Promise Date

Displays the date on which the vendor originally committed to deliver the item. The default due date appears by default in this field and is updated when the item or item category (ad hoc items) changes. If you override the due date on the PO Defaults page, the purchase order date plus the number of lead time days defined for the item or item category (ad hoc items) will be used, not the overridden due date. You can override the original promise date on the PO Defaults page.

Ship Date

Displays the actual date on which the line item was shipped by the vendor.

Custom Price

Select this check box to indicate that you entered a custom price on the schedule.

Zero Price

Select to indicate that the price for this item is zero.

Frozen (Planning)

Select to prevent PeopleSoft Supply Planning from changing the schedule. The two schedule changes that PeopleSoft Supply Planning can recommend include rescheduling the due date to ensure supply is on hand for a particular demand and canceling the schedule if demand does not exist.

Ship Via

Displays the ship via code for a carrier or method of shipment. You define ship via codes for setIDs using the Purchasing Options page.

Match Status

Displays the match status for this purchase order line.

Matching

Select a method for matching and verifying vendor charges at the line level. Methods include:

ERS (evaluated receipt settlement ): Select to indicate that the system matches the line based on the purchase order header match control.

Full Match: Select to indicate that the system does not match the line.

No Match: Select to indicate that the system matches the line.

Price Tolerance Over and Price Tolerance Under

Enter the amount over or under the individual item price that you plan to allow on the voucher and still have the transaction qualify for a match.

% Unit Price Tolerance Over (percent unit price tolerance over) and % Unit Price Tolerance Under (percent unit price tolerance under)

Enter a percentage amount over or under the individual price that you plan to allow on the voucher and still have the transaction qualify for a match.

Ext Price Tolerance (extended price tolerance)Ext Price Tolerance - Under (extended price tolerance - under) % Ext Price Tolerance% Ext Price Tolerance - Under

Enter the amounts or percentages over or under the extended item price (price multiplied by quantity) that you plan to allow on the voucher and still have the transaction qualify for a match.

Reject Qty Over Tolerance (reject quantity over tolerance)

Select to reject a shipment at receiving time if the quantity received is over the tolerance set in the Qty Rcvd Tolerance % (quantity received tolerance percentage) field.

Qty Rcvd Tolerance % (quantity received tolerance percentage)

Displays the quantity received tolerance percentage for the item on the purchase order.

Close Under Quantity Percent

Enter the percentage that represents the under quantity tolerance for receiving this purchase order line. The percentage entered here is then used by PO close in determining if the PO line is eligible for closing.

Freight Terms

Displays the freight term code that applies to the schedules for this purchase order. You define the code for setIDs on the Purchasing Options page.

Arbitration

Displays the freight and transportation arbitration plan for this business unit.

Charge Method

Displays the method by which freight is charged for the purchase order. This value can be overridden for the schedule on the Details for Schedule page. Values are:

Volume: Freight is charged by the volume of the shipped item.

Quantity: Freight is charged by the number of packages.

Value: Freight is charged by the value of the order.

Weight: Freight is charged by the weight of the items.

Freight Charge Override

Select this check box to override the freight charge set on the Purchase Order Defaults page with the values entered on this page.

BU RTV (business unit return to vendor)

Select a business unit to which the vendor return is going to be assigned.

RTV ID (return to vendor ID)

Select a RTV ID. You must first specify a business unit before you can select a RTV ID.

RTV Line (return to vendor line)

Select a RTV line. The available selections are based on the RTV ID that you enter.

Maintenance WO Unit (PeopleSoft Maintenance Management work order business unit)

Select the PeopleSoft Maintenance Management business unit.

Maintenance WO (maintenance work order)

Select the work order you want to associate with this purchase order.

Task Number

Select the work order task number.

Resource Type

Select the type of resource you are defining a purchase order for. Values are:

• Labor.

• Material.

• Tools.

Resource Line No. (resource line number)

Select the resource line number associated with the work order, work order task, resource type entered. If the ad hoc (description only) item on the purchase order line doesn't exist on the work order, you can leave the resource line blank. At save, the system will add the ad hoc (description only) item to the work order task.

Location Type

Select an alternative location type other than the vendor location specified on the Vendor Location page.

The location type that you enter here automatically overrides the previous location defaults.

Values include:

Order of Acceptance: In Taxware, this is also known as the Point of Order Acceptance (POA). This indicates the location that the order was accepted. In some states, the order of acceptance identities tax applicability. For Taxware, this is the vendor location where the buyer order is approved and accepted. This is generally the order entry location.

Point of Order: This option applies to Taxware software only. Point of order is the vendor location where the buyer order is generally received. Values are:

Ship From: Location from which the order was shipped.

Ship To: Location for which the order will ship.

Note. This field is only available when the Taxware software is installed.

If you leave this field blank, the TaxCalc process derives the address information from Vendor Location page.

GeoCode

Click this link to select a new geocode.

Tax Destination

Location code on which the SUT calculation for the schedule should be based. This is also known as the tax basis.

Note. This option appears by default from the Vendor Information - Tax Options, Purchasing Item Attributes, and Purchasing Item Category pages.

Ultimate Use Code

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. Enter an ultimate use code to override the default tax rate for a location.

Note. This option appears by default from the Vendor Information - Tax Options, Purchasing Item Attributes, and Purchasing Item Category pages.

Exception Type and SUT Excptn Cert (sales and use tax exception certificate)

Appears by default from the ship to location for the SUT destination. SUT exception type values include Direct Pay, Exempt/Exonerated, and None.

Calculate SUT (calculate sales and use tax)

Click this button to run the TaxCalc API process, which calculates the sales and use tax. Use this option when Vertex or Taxware is installed.

Include VAT

This setting is especially relevant if each line has separate tax code values for SUT and VAT, in which case it is possible to have both on a given line resulting in a tax-on-tax situation. In these instances, the system calculates VAT, then SUT, either on the net-extended amount for the line or on the sum of the net-extended amount and VAT amount.

If this option is selected, it indicates that the VAT amount needs to be taxed and the system adds the VAT amount to the net-extended amount before calculating SUT.

Include Freight

If selected, indicates that the freight amount needs to be taxed and the system adds the freight amount to the net-extended amount before calculating SUT.

Include Misc Charges (include miscellaneous charges)

If selected, indicates that the miscellaneous charges need to be taxed and the system adds the miscellaneous charges to the net-extended amount before calculating SUT.

Expand All Sections

Click this button 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.

Collapse All Sections

Click this button 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

Indicates whether an object 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 the customer location, customer or receivables business unit.

Change Physical Nature

Click to override the default physical nature for this item. The system resets all the VAT defaults.

Location Country

For services only, displays the PeopleSoft Purchasing business unit bill to location country.

Location State

For services only, displays the PeopleSoft Purchasing business unit bill to location state.

Vendor Location Country

For services only, displays the Vendor's order from location country.

Vendor Location State

For services only, displays the Vendor's order from location state.

Service Performed Country

The system sets the value for this field depending on the services performed flag setting in the product defaulting hierarchy (for example on the vendor or business unit):

• If the flag specifies the ship from location, this field is set to the vendor's ship from location country.

• If the flag specifies the ship to location, this field is set to the ship to location country.

• If the flag specifies the buyer's location, this field is set to the Purchasing business unit bill to location country.

• If the flag specifies the suppliers location, this field is set to the vendor's order from location country.

Service Performed State

The system sets the value for this field depending on the services performed flag setting in the PeopleSoft Purchasing defaulting hierarchy (for example on the vendor or business unit):

• If the flag specifies the ship from location, this field is set to the vendor's ship from location state.

• If the flag specifies the ship to location, this field is set to the ship to location state.

• If the flag specifies the buyer's location, this field is set to the Purchasing business unit bill to location state.

• If the flag specifies the suppliers location, this field is set to the vendor's order from location state.

  This appears only if the service-performed country requires that VAT be tracked by state or province.

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.

Ship From State

If the ship to country is defined as tracking VAT by state or province, it displays the vendor's ship from location state. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment.

Ship To Country

Displays the ship to location country. In the case of transactions involving goods or freight service transactions, this determines the VAT treatment.

Ship To State

If the ship to country is defined as tracking VAT by state or province, it displays the ship to location state. In the case of transactions involving goods or freight service transactions, this is used to determine the VAT treatment.

Service Type

If the transaction is for a service, it displays Freight or Other as the VAT service type. The value in this field determines whether or not the special rules for freight transport within the European Union apply.

Place of Supply Driver

If the transaction is for a service, displays the usual place of supply (such as the place where VAT is usually liable) for the service. This value is used to help determine the place of supply country and the VAT treatment. Values are: Buyer's Countries, Supplier's Countries, or Where Physically Performed.

Reporting Country

Displays the country for which this VAT will be reported. This is the VAT entity VAT registration country and determines many of the VAT defaults.

Defaulting State

If the reporting country requires that VAT be tracked by state or province, this field displays the state within the reporting country that is used to retrieve values from the VAT Defaults table.

Vendor Registration Country and Vendor Registration ID

Displays the registration country and ID of the vendor.

Exception Type

Displays the exception granted to the VAT entity. Values are: None, Exonerated, or Suspended. This value is specified on the VAT entity registration.

Certificate ID

If applicable, displays the ID of the VAT exception certificate that may have been issued to the VAT entity.

Calculate at Gross or Net

Indicates how VAT is calculated. Values are:

Gross: The system calculates VAT before it applies any early payment discounts.

Net: The system calculates VAT after it deducts early payment discounts. If there are two percentage discounts, the system uses the larger of the two when it calculates VAT. The system does not use discount amounts, only discount percentages.

The default value comes from the VAT entity driver.

Recalculate at Payment

Select this check box to enable the recalculation of VAT at payment time to allow for any early payment discounts, if you are calculating VAT at gross. This causes the system to adjust the VAT amount at the time of payment if the discount has been taken. This is set on the VAT entity driver in the VAT defaults table.

Declaration Point

Appears for a good or service when you want VAT transaction information to be recognized for reporting purposes. Values are:

• Invoice: VAT is recognized at time of invoice.

• Payment: VAT is recognized at time of payment.

• Delivery: VAT is recognized on delivery.

This value may be set at several levels in the VAT hierarchy, that is, VAT entity registration, business unit options, vendor, or vendor location.

Rounding Rule

Displays the VAT rounding rule. The value comes from the VAT country, VAT Entity, vendor, or vendor location drivers. Values are:

Nat Rnd (natural round): Amounts are rounded normally (up or down) to the precision specified for the currency code. For example, for a currency defined with two decimal places, 157.4659 would round up to 157.47 but 157.4649 would round down to 157.46.

Down (round down): Amounts are rounded down. For example, for a currency defined with two decimal places, 157.4699 would round down to 157.46.

Up (round up): Amounts are rounded up with a rounding precision to one additional decimal place. For example, for a currency defined with 2 decimal places, 157.4659 would round up to 157.47, but 157.4609 would round down to 157.46.

Use Type

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.

Include Freight

If selected, the system includes any freight amounts in the VAT basis by calculating VAT on the merchandise amount plus any freight amount. This option is only available for exclusive VAT calculation. The value comes from the VAT entity registration driver.

Include Miscellaneous

If selected, the system includes any miscellaneous charge amounts in the VAT basis by calculating VAT on the merchandise amount, plus any miscellaneous charge amount. This option is only available for exclusive VAT calculation. The value comes from the VAT entity registration driver.

Place of Supply Country

Displays the country in which the VAT liable (for services). Place of supply country is determined by algorithm.

Treatment

Displays the VAT treatment. VAT treatment is determined by a complex set of algorithms. Values are:

• Domestic Goods Purchase: If the ship from and ship to countries are the same, and the vendor is registered for VAT, the transaction is treated as domestic.

• Domestic Service Purchase: If the buyer and seller are both located in the country where the VAT is liable, the transaction is treated as domestic.

• EU Goods Purchase: If the ship from and ship to countries are different, the system determines whether both countries are located within the European Union. If so, the system looks at the VAT registration for each trading partner to determine whether the transaction should be treated as an intra-EU purchase, domestic, or outside the scope of VAT.

• EU Service Purchase: If each trading partner is located and registered in different EU countries, and the VAT on a service is liable in the buyer's country, the transaction is treated as a self-assessed EU Services Purchase.

• Self-Assess Goods Import: If the ship from country is different from the ship to country and either or both of the countries are located outside of the European Union, and the vendor is not registered in the ship to country, the transaction would be treated as an import. If the flag on the entry in the VAT Country table for the VAT reporting country indicates that VAT on imports should be self-assessed, the transaction will be treated as a self-assess goods import, and both input and output VAT will be recorded.

• Self-Assess Service Import: If each trading partner is located and registered in different countries, and the VAT on a service is liable in the buyer's country, the transaction is treated as a self-assessed services import.

• Zero-rated Goods Import: If the ship from country is different from the ship to country and either or both of the countries are located outside of the European Union, and the vendor is not registered in the ship to country, the transaction would be treated as an import. If the flag on the entry in the VAT Country table for the VAT reporting country indicates that only input VAT should be recorded on imports, the transaction will be treated as a zero-rated goods import.

• Outside of Scope: If the supplier is not registered for VAT, or if the VAT is liable in a country other than the VAT reporting country, the transaction is treated as outside the scope of VAT.

• No VAT Processing: For transactions where the physical nature is goods, if the ship to country has not been defined as a VAT country and the VAT reporting country on the transaction is blank, no VAT information will be recorded.

Within PeopleSoft, detail VAT treatment values on the transaction lines are used for applying the precise defaults applicable to the transaction lines. The treatment is determined based the rules applicable to the transaction.

Applicability

Displays the VAT status. Applicability is determined by an algorithm that makes use of the Applicable field in the VAT defaults table, the value of which may be set at almost every level in the PeopleSoft Purchasing VAT defaulting hierarchy. Values are:

• Exempt (not subject to VAT).

• Exonerated.

• N/A (not applicable): Valid only when VAT treatment is No VAT Processing.

• Outside (outside scope of VAT).

• Suspend.

• Taxable.

VAT Code

Displays the VAT code that defines the rate at which VAT is calculated for this schedule. The default value comes from the VAT country, purchase order options, vendor, vendor location, item category, and item levels in the PeopleSoft Purchasing VAT defaulting hierarchy.

Record Output VAT

Select this check box to enter vouchers where VAT is not included on the invoice but is payable to the VAT authority rather than the vendor. In this case, you account for both input and output VAT for the purchase. This is the case for an Intra-EU Acquisition or when you must account for output VAT on a service supplied by a foreign supplier. This is also referred to as self-assessing for VAT. The value comes from an algorithm that uses the treatment and applicability to retrieve the applicable value from the PeopleSoft-delivered VAT system setup data.

Transaction Type

Displays the code that categorizes and classifies this transaction for VAT reporting and accounting. The default value comes from the VAT entity registration, purchase order options, vendor, vendor location, item category, and item levels in the PeopleSoft Purchasing VAT defaulting hierarchy.

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 are to be adjusted.

Note. You should always click the Adjust Affected VAT Defaults button after changing any defaults on the VAT page.

Levels

Enables you to specify the levels to reset when you click the Reset All VAT Defaults button. Values are:

All lower levels: Resets all VAT defaults at lower levels for this page.

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.

Reset All VAT Defaults

Click to have the system reset the VAT defaults based on the Levels value that you selected. Any changes that you previously made to VAT defaults will be lost.

Note. Reset completely redetermines the VAT defaults. This does not necessarily mean they are reset to their original values. For example, the user may not have changed any VAT default values, but if a VAT driver field changes, you can click Reset All VAT Defaults to redetermine all defaults based on the new driver value.

Status

Purchase order schedule status. Values are: Active, Canceled, or Closed.

Original Promise Date

Displays the vendor's original promised delivery date. Use this field to track when the vendor promised delivery against the date that the goods were actually received.

Alternatively, you can use the due date on the schedule as the date against which to compare the receipt date for vendor performance tracking.

Custom Price - No Override

Select this check box to indicate that you entered a custom price on the schedule. When the system needs to recalculate a price, it prompts you for approval before automatically recalculating the price.

If you do not select this check box, but change the price on the schedule, the system selects it for you.

No Charge

Select this check box to indicate that this is a zero-priced line and is considered a no charge item.

Frozen (Planning)

If selected, prevents PeopleSoft Supply Planning from changing the schedule. The two schedule changes PeopleSoft Supply Planning is allowed to recommend include:

• Rescheduling the due date to ensure supply is on hand for a particular demand.

• Canceling the schedule if no demand exists.

Doc. Base Amount (document base amount)

Displays the document base amount. This is the Amount value converted to the base currency of the purchase order. The base currency is the currency of the PeopleSoft General Ledger business unit for this PeopleSoft Purchasing business unit.

Matching

Select the matching method for the schedule. Values are ERS, Full Match, and No Match.

Match Status PO

Displays the match status of the schedule. Values are To Match, Part Matched, Fully Matched, and Unmatched. These are set based on the extent to which the matching process has been completed for the schedule.

The system updates the match status, both from the matching process and from online purchase order maintenance. Online purchase order activity affects the match status if a schedule has already been fully matched and you increase the quantity. In that case, the system resets the match status to reflect a partial match.

Unit Price Tolerance Over/Tolerance Under

Amount over and under the individual item price that you plan to allow on the voucher and still have the transaction qualify for a match.

% Unit Price Tolerance Over/Tolerance Under

Percent over and under the individual price that you plan to allow on the voucher and still have the transaction qualify for a match.

Ext Price Tolerance Over/Tolerance Under (extended price tolerance over/tolerance under)

Amount over and under the extended item price (price multiplied by quantity) that you plan to allow on the voucher and still have the transaction qualify for a match.

% Ext Price Tolerance Over/Tolerance Under

Percent over and under the extended item price (price multiplied by quantity) that you plan to allow on the voucher and still have the transaction qualify for a match.

Reject Qty Over Tolerance (reject quantity over tolerance)

Select this check box to reject a shipment at receiving time if the quantity received is over the tolerance set in the Qty Rcvd Tolerance % (quantity received tolerance percentage) field.

Early Ship Rjct Days (early shipment reject days)

If you want to reject goods that arrive too early, enter the number of days early a shipment needs to be to qualify for rejection. For example, enter 3 to reject shipments automatically that arrive three or more days early.

Qty Recv Tolerance % (quantity received tolerance percentage)

Displays the quantity received tolerance percentage for the item on the purchase order. This field appears by default from the Vendor's UOM and Pricing Info page.

Close Under Quantity Percent

Enter the percentage that represents the under quantity tolerance for receiving this purchase order line.

Freight Charge Override

Select this check box to override the freight charge set on the Purchase Order Defaults page with the values entered on this page.

Adjusted Price

Displays the sum of all value adjustments, including base price.

Current Price

Displays the current price on the schedule.

Change Price

Click this link to set the current price value to the adjusted price value. This difference in prices may have been introduced during a price override or if a custom price was set at on the schedule. This link is available only when the adjusted price is not equal to the current price.

If you change the price directly on the schedule line, the current price reflects this change. If this change is made in error, you can click the Change Price link to change the current price back to the adjusted price.

Sort Value Adjustments

Click this link to sort the value adjustments by sequence number.

Seq (sequence)

The order in which the system applies adjustments. This distinction can be important if there are percentage adjustments. The amount the percentage represents can vary depending on the order in which the adjustments are applied. You cannot change the sequence number of system-calculated adjustments for the base price of an item or vendor, nor for contract price adjustments.

Type

There are various types of adjustments available for purchase orders.

Indicates the origin of the price adjustment amount. For example, the type is set to CNT (contract) if the purchase order line is associated with a contract and the contract has contract price adjustments defined.

The system calculates some of the adjustments, including the base price adjustment. You can indicate whether the adjustment should be applied for all types, except the base price type.

Base: Base price from the item's Purchasing Attributes page. This is either the item and vendor price or the standard item price. The base price is always the first adjustment and cannot be deleted. Unless the base price adjustment type is user defined, you cannot change it. User-defined base price adjustment types are possible only if you are ordering by description. Values are:

CNT: The price adjustment is from the contract.

TBL: The price adjustment (discount or surcharge) is from the item's Price Adjustments page.

FRT: The price adjustment is from a freight charge.

TAX: The price adjustment is from an SUT amount.

OTH: Other miscellaneous adjustments. If selected, enter the adjustment description in the available text box.

Base Price Type

Identifies where the starting price came from when the value in the Type field is Base. Values are:

Contract: From the contract for the item.

Item Standard: From the standard item price on the item's purchasing attributes.

Vendor Std: From the standard item and vendor pricing structure on the item Purchasing Attributes-Item/Vendor page or Price Adjustments page.

User: When the user-defined price is used because the staged row is created without selecting the Calculate Price check box.

Adj Meth (adjustment method)

Pct (percent): If selected, the Pct and Price To Base Percentage On fields become available for entry. Enter the adjustment percent and indicate whether you want the adjustment percentage applied to the base price or to the price as calculated.

For example, suppose that you have a base price of 100 and two percentage adjustments of -10 percent each.

If you select Base, the system applies each adjustment to the base price and totals the adjustments for a total adjustment of -20 and an adjusted price of 80.

If you select Calculated, the system applies the adjustments incrementally according to the adjustment sequence number. The first adjustment of -10 percent is applied to the base price of 100 for an adjustment of -10 and an incremental price of 90. The second adjustment is applied to the calculated incremental price of 90 for an adjustment of -9 and an adjusted price of 81.

Amt (amount): Enter an adjustment amount.

Amount and percent adjustments can be either positive (surcharge) or negative (discount).

Ship To

Location to which the adjustment pertains.

UOM

UOM for which the adjustment should be applied.

Qty Needed (quantity needed)

Displays the quantity needed to qualify for the adjustment.

Actual

Displays the actual quantity on the schedule.

Adjusted Price

Displays the price on the schedule including any price adjustment amounts.

Current Price

Displays the current price on the schedule.

Calculation Method

If the charge type has appeared by default from the Miscellaneous Charges - Miscellaneous page, the calculation method associated with the default appears here. If the charge was entered on the schedule, the % Value method is selected and you can enter values in the Value % and Flat Amount fields.

Value % (value percentage)

If the miscellaneous charge is a percentage of the unit price, this is the percentage of the charge.

Flat Amount

If the miscellaneous charge is a flat amount, this is the amount of the charge.

Actual Chrg (actual charge)

Select if this is an actual charge, rather than an estimate. The system displays the miscellaneous charge origin. Values are:

Allocated: Charges are allocated from the header miscellaneous charges.

Calculated: Charges are calculated from the item and vendor miscellaneous charges setup.

Entered.

LC Comp (landed cost component)

If selected, indicates that the charge is a landed cost. This is a display-only field.

Adjustment Amount

The amount of the miscellaneous charge from the Schedule - Miscellaneous Charges page appears.

Currency

Currency of the charge amount appears by default from the vendor location default currency when the third-party vendor location is specified.

Adj Base (adjustment base)

Adjustment amount expressed in the base currency.

Maintain Purchase Order - Distributions for Schedule

PO_SCHED_DISTRIB

Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order

Click the Schedules button on the Maintain Purchase Order - Purchase Order page.

Click the Distributions/ChartFields button from the Maintain Purchase Order - Schedules page.

Define multiple distributions for each purchase order schedule.

Item Description

PO_ITEM_DESCR2

Click the Item Description link on these pages: the Maintain Purchase Order - Distributions for Schedule page or the Distribution Sales/Use Tax Details page

The item description link includes 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.

Multiple SpeedCharts

RUN_POSPCHARTS_OL

Click the Multi-SpeedCharts link on the Distributions for Schedule page.

Add, append, and override speed charts for the purchase order schedule.

PO Currency Information

PO_DIST_CURR_INFO

Click the Currency link on the Maintain Purchase Order - Distributions for Schedule page.

Select the Details/Tax tab.

View the date, rate, and other currency information.

Exchange Rate Detail

EXCH_RT_DTL_INQ

Click the Exchange Rate Detail link on the PO Currency Information page.

Display the rules used to calculate exchange rates for the transaction.

Requisition Details

PO_DISTRIB_REQ

Click the Requisition Details link on the Maintain Purchase Orders - Distributions for Schedule page.

Select the Req Detail tab.

View the details of the requisition from which this purchase order distribution originated and clear the requisition from the distribution.

Sales/Use Tax Details for Distribution

PO_DISTRIB_SUT

Click the Sales/Use Tax Information button next to a distribution line on the Maintain Purchase Order - Distributions for Schedule page.

Select the Details/Tax tab.

View sales and use tax information pertaining to this purchase order distribution.

VAT Details for Distribution

PO_DISTRIB_VAT

Click the Distrib VAT button next to a distribution line on the Maintain Purchase Order - Distributions for Schedule page.

Select the Details/Tax tab.

Review the VAT details for this distribution and change the VAT transaction type.

Maintain Distributions

PO_CF_DTLS

Purchasing, Purchase Orders, Maintain Distributions

Enter distribution information directly which enables you to maintain a purchase order distribution directly without accessing the Maintain Purchase Order - Schedules page first.

Distribute by

Select the method by which you want to allocate or charge the expense account distribution. Values are:

Amount: Select if the sum of all distribution amounts must equal the schedule amount (merchandise amount). Inventory items cannot be distributed by amount.

Quantity: Select if the sum of all distribution quantities must equal the schedule quantity.

Liquidate by

Liquidate the outstanding pre-encumbrance and encumbrance balances by amount or quantity. This field is only available on schedules that are set to distribute by quantity. Distributions that are set to distribute by amount will always be set to liquidate by amount.

Note. This field is only visible 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 liquidates by amount only.

SpeedChart

If you charge by amount, you can define distributions using speed charts. Speed charts are templates that contain preset distributions. Select a speed chart and accept or override the default values. If a purchase order schedule has already been vouchered, you cannot override the value in this field.

Multi-SpeedCharts

Click to access the Multiple SpeedCharts page where you can add, append, and override speed charts for the purchase order schedule.

Doc Tol Status

If document tolerance checking is enabled, the system displays the document tolerance status. The system runs the Document Tolerance process before budget checking when you click the Budget Check button, or you can run the process separately. Document tolerance checks the change in percentage or a fixed dollar amount between the purchase order and requisition at the ChartField distribution level.

Values are:

V (valid): The purchase order has passed document tolerance checking.

N (not checked): The purchase order requires document tolerance checking. If any amounts, quantities or ChartFields are modified after the document tolerance is checked, the system resets the document tolerance status to Not Checked.

E (error): Exceptions were generated for the purchase order during document tolerance checking. You can override document tolerance exceptions on the Document Tolerance Exception page.

Doc Base Amount

Displays the document base amount. This is the Amount value converted to the base currency of the purchase order. The base currency is the currency of the PeopleSoft General Ledger business unit for this PeopleSoft Purchasing business unit.

Status

The default distribution status is Active. This status is updated by the PO RECON process (PO_PORECON), or when a line is canceled.

Percent

Enter the distribution percentage for the line. If you distribute by amount or quantity and change either of the values, the percent is adjusted. If you change the percent, the amount or quantity is adjusted. In either case, the percent total must be 100.

PO Qty (purchase order quantity)

If you are distributing by quantity, enter a quantity.

Amount

If you are distributing by amount, enter an amount. The transaction currency of the distribution amount appears.

GL Unit (PeopleSoft General Ledger business unit)

Displays the PeopleSoft General Ledger business unit associated with the PeopleSoft Purchasing business unit.

Note. If the purchase order schedule is associated with a work order, the general ledger business unit appears by default from the work order parts template.

ChartFields

If the purchase order schedule is associated with a work order, the ChartFields will appear by default from the work order parts template if you are procuring non-inventory or description-only items.

PC Business Unit, Project, and Activity

If the purchase order schedule is associated with a work order, the project information will appear by default from the work order parts template if you are procuring non-inventory or description-only items. If you are procuring inventoried items the projects information will not be sent.

Base Amt (base amount)

Distribution amount expressed in the base currency. This amount is converted from the purchase order transaction currency to the base currency on the general ledger unit.

Commitment Control Close Flag

Displays as selected when the budget processor should fully liquidate the outstanding encumbrance when running budget checking on this purchase order.

Location

Internal destination of the item, once it is received. This can be different from the ship to location of the schedule. For instance, the ship to location of the schedule could be corporate headquarters, and the distribution location could be a particular floor's supply room.

IN Unit (inventory unit)

PeopleSoft Inventory business unit for the item. At the distribution level, if the purchase order line is for an inventory item, this field appears by default from the ship to location on the Maintain Purchase Order - Schedules page.

If the item is an inventory item and an inventory business unit is entered on the first distribution line of the schedule, the due date on the Maintain Purchase Order - Schedules page is validated against the inventory business unit calendar. This ensures that the inventory business unit is open to receive merchandise on that day. You can also enter a PeopleSoft Inventory business unit for items that are identified as stockless.

The presence of an PeopleSoft Inventory business unit value in this field causes the items to be received and putaway to the selected PeopleSoft Inventory business unit. If you do not want the items to be received into inventory, be sure to clear this value.

Consigned

If selected, the distribution contains a consignment item. If the inventory business unit is not defined, the consigned check box is clear and cannot be overridden.

Y

Y

Selected.

Consigned check box is automatically selected by default, but this setting can be overridden.

Item purchased from this specific vendor can be purchased as either a consigned item or an owned item. The item can never be purchased as solely a non-owned item.

Y

N

Clear.

Consigned check box is clear by default and the setting cannot be overridden.

When purchased from this specific vendor, item cannot be purchased as a consigned item.

N

N

Clear.

Consigned check box is clear by default and this setting cannot be overridden.

Item can never be purchased as a consigned item.

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 Purchase Order 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.

If both fields contain values, data is written to the PeopleSoft Asset Management staging tables. If only one of the fields is populated, the system will not consider the item an asset. All of the information that you enter on this page is passed to PeopleSoft Asset Management.

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 purchase order 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 Defining the Cost Foundation for Makeable Items.

Click the Clear Requisition Info button to clear the requisition information from the purchase order distribution without changing the purchase order quantity. Information cleared from the purchase order distribution line includes the requisition business unit, requisition ID, requisition line number, requisition schedule number, and requisition distribution line number. The purchase order distribution remains, but is no longer sourced from the requisition. If you take this action, the system will increase the open quantity on the requisition by the quantity on this distribution. If you increase the open quantity on the requisition, you can source the quantity to another purchase order.

Attention To

Displays the person to whom, or place to where the services or goods are to be delivered. If the purchase order's scheduled shipment originated from the requisition, the Attention To field value is carried onto the purchase order. When the purchase order distribution is manually entered, this field is blank.

Status

Distribution line status. Values are:

Complete: The distribution line is closed.

Open: The distribution line is open.

Processed: The distribution line has been processed and is unavailable for sourcing.

Canceled: The distribution line has been canceled.

Final

Select this check box if you want to fully liquidate the predecessor requisitions pre-encumbrance balances. This check box will get selected based on a finalized action at any level of the purchase order.

The system does not display this check box if commitment control is off or if the purchase order is not sourced from a requisition, and thus has no predecessor.

Note. If you identify a distribution line as final for less, you must run budget checking afterwards.

Budget Status

When commitment control is on, the system displays whether this distribution has been budget checked. Values for the field include Not Chekd and Valid.

Budg Dt (budget date)

Displays the date used by commitment control to determine the budget period to which this item cost belongs.

Encumbrance Balance

Displays the encumbrance balance when commitment control is installed. When you create a purchase order, commitment control liquidates the pre-encumbrance balance from the requisition and establishes an encumbrance for the purchase order.

You can view budget details for the purchase order. Click the Encumbrance Balance link to access the PO Accounting Entries Inquiry where you can select a General Ledger business unit and commitment control ledger group to use as a budget inquiry.

See Viewing Budget Details and Transaction Activity.

Currency

Displays the currency code for the encumbrance amount at the distribution level of the purchase order. The code is in the currency of the default commitment control ledger group for the distribution level General Ledger business unit.

Encumbered Base Balance

When commitment control is on, the system displays the encumbrance balance in base currency.

Base Currency

When commitment control is on, the system displays the base currency of the encumbrance balance.

Expensed To Date

Displays the amount reflects the total expensed to date, not the remaining expense balance. This creates a relationship to the encumbrance balance.

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.

Click the Cancel Distribution button to cancel the distribution. If the distribution that you cancel is sourced from a requisition, the system prompts you to see whether you want to increase the open requisition quantity and allow the requisition quantity to be re-selected. To cancel a distribution, you must have the proper authorization defined on the User Preferences - Procurement: Purchase Order Authorizations page.

SUT Code Pct (SUT code percent)

This is the sum of the percentage rates of all the tax authorities contained within the selected SUT tax code.

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.

Apportionment Control

Business unit that you want to use to retrieve VAT apportionment information for the distribution line. This value appears by default from the Purchasing business unit VAT driver in the VAT defaults table.

Dist GL BU (distribution general ledger business unit).

TXN BU (transaction business unit).

TXN GL BU (transaction general ledger business unit).

Recovery Source

Select whether the VAT recovery is Automatic or Manual. This value appears by default from the Purchasing business unit. If you select manual, enter a value in the VAT Recovery Percent field.

Rebate Source

Select whether the VAT rebate is Automatic or Manual. This value appears by default from the Purchasing business unit. If you select manual, enter a value in the VAT Rebate Percent field.

Treatment

Displays the VAT treatment. The value is copied from the schedule line.

Transaction Type

Displays the code that categorizes and classifies this transaction for VAT reporting and accounting. The value is copied from the schedule line, but you can override the default.

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.

Recorded Amount Base

Displays the calculated VAT amount that is recorded for this transaction in the base currency.

Recovery Percent

If recovery percent source is set to Manual, enter the recovery percent.

Rebate Percent

If rebate percent source is set to Manual, enter the rebate percent.

Recovery Amount

The amount of VAT that is recoverable in transaction currency.

Recovery Amount Base

The amount of VAT that is recoverable in base currency.

Rebate Amount

The amount of VAT that is available as a rebate in transaction currency.

Rebate Amount Base

The amount of VAT that is available as a rebate in base currency.

Recalculate

Click this button to recalculate the VAT for the line.

Budget Status

If commitment control is on, the system displays whether or not this distribution has been budget checked.

Final

Select this check box to indicate that the purchase order distribution is final and, thus, can be liquidated. The system checks the current purchase order distributions for its predecessor requisition distribution. If the associated requisition has been finalized, the system disassociates the requisition from the purchase order before budget checking so that the pre-encumbrance is not over liquidated.

If multiple purchase order distribution lines are associated to the same requisition distribution line, the system only finalizes one requisition distribution line.

The system does not display this check box if commitment control is off or if the purchase order is not sourced from a requisition, and thus has no predecessor.

Maintain Purchase Order - Purchase Order

PO_LINE

Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order

Cancel a purchase order.

Maintain Purchase Order - Cancel Purchase Order

PO_BUDG_CHECK

Click the Cancel PO button on the Maintain Purchase Order - Purchase Order page and then click the Yes button when you receive the cancellation confirmation message.

Click the Continue button on the Maintain Purchase Order - Cancel Purchase Order page after selecting the requisition resourcing option for a purchase order that was sourced from a requisition.

Displays whether a purchase order was successfully canceled and if a purchase order requires budget checking gives you the ability to initiate the budget checking process. Plus, if the purchase order was previously dispatched this page gives you additional instructions on how to complete the cancel process.

Maintain Purchase Order - Cancel Purchase Order

PO_CANCEL_RSLT

Click the Cancel PO button on the Maintain Purchase Order - Purchase Order page for a purchase order that has been sourced from a requisition and then click the Yes button when you receive the cancellation confirmation message.

Click the Continue button after selecting the resourcing option for a purchase order that was sourced from a requisition on the Maintain Purchase Order - Cancel Purchase Order page.

Make available the requisition quantities that are associated with the purchase order you are canceling so that they can be sourced again at a later date or this page displays the error messages giving you the reasons why the purchase order cannot be canceled.

Commitment Control

KK_EXCPTN_OVER_SEC

• Click the View Budget Status - Prorated link on the Maintain Purchase Order - Cancel Purchase Order page.

• Click the View Budget Status - NProrated link on the Maintain Purchase Order - Cancel Purchase Order page.

View details about a commitment control transaction, such as the source transaction type and the amount type for the journal. You can also override budget checking for the transaction or run the Comm Cntrl Budget Processor for the transaction.

See Processing Source Transactions Against Control Budgets.

Express Purchase Order - Purchase Order

PO_EXPRESS

Purchasing, Purchase Orders, Add/Update Express POs, Express Purchase Order

Enter purchase orders using a rapid-entry version of the Maintain Purchase Order - Purchase Order page, where you can view line, schedule, and distribution information all on one page. However, when using the Express Purchase Order - Purchase Order page, you cannotallocate header miscellaneous charges .

Pegging Workbench

IN_PEG_DETAIL_SP

Purchasing, Purchase Orders, Add/Update Express POs

Click the Schedules collapsible group box.

Click the Statuses tab.

Apply, change, or remove pegs from items.

See Using Pegging with Requisitions in PeopleSoft Purchasing.

Pegging Inquiry

IN_PEG_DETAIL_SP

Click the Pegging Inquiry button in the Schedules collapsible group box on the Express Purchase Order - Purchase Order page.

View pegging information for line items.

See Using Pegging with Requisitions in PeopleSoft Purchasing.

Manage PO Acknowledgements

PO_SS_POA_SEARCH

Purchasing, Purchase Orders, Acknowledgements, Manage PO Acknowledgements

Select the POAs that you want to review by using the selection criteria on this page. When you use the search page, only values associated with POAs appear. Select a value from the search results to view the POA on the Manage PO Acknowledgements page.

Manage PO Acknowledgements - Header

PO_POA_HDRERR_STG

Purchasing, Purchase Orders, Acknowledgements, Manage PO Acknowledgements

Select the appropriate POA from the PO Acknowledgement List group boxs.

View header and line detail for purchase order acknowledgements associated with the entered search criteria.

Maintain Purchase Order - Purchase Order

PO_LINE

Click the Edit the PO link on the Manage PO Acknowledgements - Header page.

Modify the original purchase order.

Acknowledgement Header Details

PO_POA_HDR_COMPARE

Click the Compare Header link on the Manage PO Acknowledgements - Header page.

Compare the header of a purchase order acknowledgement with the header of the corresponding purchase order. You can make corrections to the acknowledgement.

Acknowledgement Line Details

PO_POA_LN_COMPARE

Click the Compare Line link on the Manage PO Acknowledgments - Header page.

Compare the lines of a purchase order acknowledgement with the lines of the corresponding purchase order. You can make corrections to the acknowledgement.

Manage PO Acknowledgements - Schedule

PO_POA_SHPERR_STG

Purchasing, Purchase Orders, Acknowledgements, Manage PO Acknowledgements

Select the appropriate POA from the PO Acknowledgement List group box.

Select the Schedule tab.

View schedule detail for purchase order acknowledgements.

Acknowledgement Schedule Details

PO_POA_SHP_COMPARE

Click the Compare Schedule link on the Manage PO Acknowledgements - Schedule page.

Compare the schedules for a purchase order acknowledgement line with the schedules for the corresponding purchase order line. You can make corrections to the acknowledgement.

PO ShipTo Address

PO_SHIPTO_ADDR

Click the Address link on the Acknowledgement Schedule Details page.

View the purchase order shipto address information.

From Date and To Date

Select the purchase order dispatch date range.

Current Acknowledgements

Select the status option of the POAs you want to search on. Values are:

• Awaiting Acknowledgement: POAs that are pending a supplier response.

• Supplier Responded: POAs that the supplier has submitted and are pending a buyer review.

• Buyer Accepted: POAs that have already been approved.

View History

Select this option to display the supplier responded history for past POAs.

PO Status

Displays the change order revision if the line is a change order; otherwise, it indicates that the purchase order is being dispatched for the first time.

Source of Acknowledgement

Displays the source of the acknowledgement. Values are: Online or EDX.

POAs created using PeopleSoft eSupplier Connection POAs are always created with a source of online. Within PeopleSoft Purchasing, online and EDX POAs are consolidated for review and approval on this page. Depending on the source of the POA, click the purchase order number to navigate the buyer to the Manage PO Acknowledgements page for online collaborative POAs or the Manage PO Acknowledgements - Header page for EDX which is not collaborative.

See Acknowledging Purchase Orders Online.

EIP Control ID (enterprise integration point control identifier)

Displays the identifier assigned to the acknowledgement.

Acknowledge Date (acknowledgement date)

Select the date on which the acknowledgement was created.

Received

Select the date on which the acknowledgement was received.

Reviewed

Select this check box to indicate that you reviewed the acknowledgement. The user ID and the current date appear. This value appears within the Approve Change Requests component to help identify those POAs that have been reviewed.

Acknowledgement Status

Select the status for the POA header information. You can override it here if necessary.

If the header information changes, you must select one of these to enable a change request. Values are:

Ack - With Detail and Change (acknowledged with detail and change).

Accepted - Changes Made.

Ack - Exception Detail Only(acknowledged exception detail only).

Reject With Detail.

Rej - Exception Detail Only(reject - exception detail only).

Rejected - No Detail.

Rejected With Counter Offer.

Note. Line and schedule changes generate a change request based online status, regardless of header status.

Approve

Click this button to approve the selected purchase order acknowledgement. This changes the status to Buyer Accepted and the Load Change Requests process picks up the EDX POA for processing. If the business unit option is set to approve change requests automatically, then you don't need to use the Approve Change Requests component to move the POA along to the final step of processing the change order.

UPN ID (universal product number identification)

Displays the universal product number for the item.

Edit the PO

Click this link to access the Maintain Purchase Order - Purchase Order page, where you can edit the original purchase order.

Compare Header

Click this link to access the Acknowledgement Header Details page, where you can compare POA header information with the purchase order header information.

Compare Line

Click this link to access the Acknowledgement Line Details page, where you can compare POA line information with the purchase order line information.

Create Backorder

PO_BACKORDER

Purchasing, Purchase Orders, Create Backorders, Create Backorder

Apply backorder status, revised quantities, and delivery due dates to dispatched purchase order schedules.

Item Description

PO_BCKORD_ITM_DESC

Click the Item Description link on the Create Backorder page.

The Item Description link includes the first 30 characters of the item description in the Transaction Item Description field on the Item Description page.

Enter and view descriptions for a specific item.

Update Purchase Order

PO_EDUOM_UPDPO

Purchasing, Purchase Orders, Effective Dated UOM PO Update, Update Purchase Order

Update existing purchase order schedules with the new effective-dated UOM conversion rate changes.

See Updating Purchase Orders with Item Vendor UOM Conversion Rate Changes.

Note. This page is identical to the Update Purchase Order page that can be accessed from the Vendor's UOM & Pricing Info or Effective Dated UOM pages.

Spend by Vendor

PO_SPEND_BY_VENDOR

Purchasing, Purchase Orders, Add/Update POs, Related Information

Select the Spend by Vendor tab.

View spend by vendor related content.

Recent PO's

PO_RECENT_PO

Select the Recent POs tab on the Related Information page.

View recent purchase order related content.

Overdue PO's

PO_OVERDUE_PO

Select the Overdue POs tab on the Related Information page.

View overdue purchase order related content.

Vendor Returns

PO_VENDOR_RETURNS

Select the Vendor Returns tab on the Related Information page.

View vendor returns related content.

RTV ID (return to vendor ID)

Click to access the Return To Vendor Inquiry - Return To Vendor page where you can view all details about the return.

PO ID (purchase order ID)

Click to access the Maintain Purchase Order - Purchase Order page where you can view all details about the return.

Receipt No (receipt number)

Click to access the Receipts page to view details about the receipt.

Show All/Enhanced

Click to use search criteria to limit the number of vendor returns.