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Defining Item Purchasing Attributes Concept PowerPoint Presentation
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Defining Item Purchasing Attributes Concept

Defining Item Purchasing Attributes Concept

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Defining Item Purchasing Attributes Concept

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  1. Defining Item Purchasing AttributesConcept

  2. Defining Item Purchasing Attributes

  3. Defining Item Purchasing Attributes Step 1 Begin by navigating to the Purchasing Attributes page. Click theItemsmenu.

  4. Defining Item Purchasing Attributes Step 2 Click theDefine Items and Attributesmenu.

  5. Defining Item Purchasing Attributes Step 3 Click thePurchasing Attributesmenu.

  6. Defining Item Purchasing Attributes Step 4 Click in theItem IDfield.

  7. Defining Item Purchasing Attributes Step 5 Enter the desired information into theItem IDfield. Enter"ATW3".

  8. Defining Item Purchasing Attributes Step 6 Click theSearchbutton.

  9. Defining Item Purchasing Attributes Step 7 Use the Purchasing Attributes page to enter basic purchasing information for an item.

  10. Defining Item Purchasing Attributes Step 8 The PO Available Date and Unavailable fields indicate the dates within which the item can be added to a purchasing transaction. You can add an item between these two dates only.

  11. Defining Item Purchasing Attributes Step 9 You can select to designate this item for use as a substitute item only, to be used exclusively in the Manual and Automatic Item Substitution process. Items selected for substitution only will be filtered out and cannot be selected in any Item ID prompt fields in the Procurement system.

  12. Defining Item Purchasing Attributes Step 10 Use the Standard Price field to enter the standard price for the item purchased in its standard UOM. A standard price is required for each item and becomes the default price in transactions where another price, such as a supplier price or a contract price, is not defined for the item. An item's standard UOM is defined on the Item Definition - General:Common page. Click in theStandard Pricefield.

  13. Defining Item Purchasing Attributes Step 11 Enter the desired information into theStandard Pricefield. Enter"20".

  14. Defining Item Purchasing Attributes Step 12 The Last PO Price field displays the last price that was used on a purchase order for this item. When an item is initially set up, the standard price is also be the last price value. This field is updated by the Receiver Interface Push process and is used by the return-to-vendor transaction to cost the return and enable items to be returned to a supplier other than the original supplier of the order.

  15. Defining Item Purchasing Attributes Step 13 The Lead Time Days field displays the value that appears by default from the Item Categories - Category Definition page. You can override the default value for individual items.

  16. Defining Item Purchasing Attributes Step 14 In the Item Descr field, enter a long description of the item up to 30 characters long. Enter a short description of the item up to 10 characters long. These descriptions can be used with PeopleSoft reporting and query tools instead of the standard 254-character description to distinguish the purchasing descriptions from the internally used item description established in the Item Definition component. These purchasing descriptions then also appear in the Description text box at the bottom of the page, where you can expand the descriptions to 254 characters.

  17. Defining Item Purchasing Attributes Step 15 Whereas the long and short descriptions defined here are for internal use only, the description in the lower text box is used in all purchasing transactions and becomes available by selecting the description button or menu item on the PeopleSoft Purchasing pages.

  18. Defining Item Purchasing Attributes Step 16 The Asset Profile ID field displays the default from the Item Categories - Category Definition page. An asset profile ID on a purchase order, in conjunction with a PeopleSoft Asset Management business unit, indicates that PeopleSoft Asset Management is to be notified of the purchase of this item when it is received.

  19. Defining Item Purchasing Attributes Step 17 Use the Ultimate Use Code field to select an ultimate use code to override the default tax rate for a location. In most cases, sales tax is computed as a use tax based on the tax code applicable to the ship to or usage destination. However, how merchandise is ultimately used may also result in a different tax rate within the same ship to or usage destination.

  20. Defining Item Purchasing Attributes Step 18 The fields in the Associated Picture group box are used to attach image files or other documents to the item descriptions. You can attach any type of file that you have defined on the File Locations page. The file that you want to attach must reside in the file directory defined for the file type on the File Locations page.

  21. Defining Item Purchasing Attributes Step 19 Click the Item Specifications link to access the Item Specifications page. Item specifications that you enter on this page are not automatically carried to requisitions and purchase orders for the associated item unless you specify this by selecting the Copy to Transactions option. If this option is not selected, you must access the Include Item Specifications page to copy specifications on requisitions and purchase orders. Use the Include Item Specifications page to copy these specifications to the line comments for a transaction.

  22. Defining Item Purchasing Attributes Step 20 Click thePurchasing Controlstab.

  23. Defining Item Purchasing Attributes Step 21 Use the Purchasing Controls page to: • Specify matching and receiving defaults for the item. • Define sourcing controls and miscellaneous controls and options for the item. • Set price tolerance defaults for purchased items. These tolerances default from the item's category; you can override them during online item setup. Use these tolerances in conjunction with the price change exception rule. Item Load processes compare new item/supplier prices in the Item Loader staging table to the previous item/supplier price. If the new price exceeds tolerances, the system generates an exception.

  24. Defining Item Purchasing Attributes Step 22 Click theExpand Alllink.

  25. Defining Item Purchasing Attributes Step 23 If you do not specify tolerance values for the business unit, the system uses tolerance values defined for the item's purchasing attributes. The fields in the Matching Controls section match those on the Purchasing Business Unit Attributes page and the Purchasing Definition - Business Unit Options page. Specify default price tolerances for the PeopleSoft Payables Matching process (AP_MATCH) that matches purchase orders, receipts, and vouchers to verify supplier charges. When you use matching with PeopleSoft Purchasing and PeopleSoft Payables to verify supplier charges, the system uses four price tolerances to determine whether the purchase order price and voucher price are within the tolerances and thus whether the purchase order and purchase order voucher match. These fields appear by default from the Item Categories - Category Definition 2 page. If you leave any of the tolerance fields set to 0 or blank, the system assumes a zero tolerance. If you don't want to use the tolerance fields, set the amount fields that you don't want to use to 9999999 and the percentage fields that you don't want to use to 100%.

  26. Defining Item Purchasing Attributes Step 24 Use the Receiving Controls section to define tolerances to be used in receiving this item. These become the default values for purchase order lines when this item is selected. The values appear by default from the Item Categories - Category Definition 2 page. If you do not specify tolerance values for the business unit, the system uses tolerance values defined for the item's purchasing attributes. The fields in this section match those on the Purchasing Business Unit Attributes page and the Purchasing Definition - Business Unit Options page.

  27. Defining Item Purchasing Attributes Step 25 Select the Use Category Sourcing Controls option to use the sourcing controls set on the Item Categories - Category Definition 2 page. If you have set up suppliers at the category level and select this option for items using this category, then the suppliers that you entered at the category must also be entered in the purchasing attributes.

  28. Defining Item Purchasing Attributes Step 26 Click theverticalscrollbar.

  29. Defining Item Purchasing Attributes Step 27 Click the BU Attributes link to access the Purchasing Business Unit Attributes page. If you do not specify tolerance values for the business unit, the system uses tolerance values defined for the item's purchasing attributes. When you access this page to specify business-unit specific attributes, tolerance values appear by default from the item's purchasing attributes. To define zero tolerances on this page, you must manually clear the tolerance fields. If you access this page, but do not enter any values and click OK to exit the page, the system records default tolerance values from the purchasing attributes to create business-unit specific values. Click Cancel instead to avoid this situation.

  30. Defining Item Purchasing Attributes Step 28 Click theItem Supplierlink.

  31. Defining Item Purchasing Attributes Step 29 Use the Item Supplier page to establish and update prioritized item-supplier combinations.

  32. Defining Item Purchasing Attributes Step 30 Click theExpand sectionbutton.

  33. Defining Item Purchasing Attributes Step 31 The Priority Loc field displays the ordering location for the item and supplier. The supplier default location appears by default. Several processes in PeopleSoft Purchasing use this field: • Purchase order sourcing will use the item supplier priority for orders if no item and ship to priority supplier has been defined. • Sourcing Load process used by PeopleSoft Supply Planning will use the item supplier priority if no item and ship to priority supplier has been defined. • Requisition Loader process will use the first item supplier priority location if no location is specified.

  34. Defining Item Purchasing Attributes Step 32 Click theCollapse sectionbutton.

  35. Defining Item Purchasing Attributes Step 33 Click in theSupplier IDfield.

  36. Defining Item Purchasing Attributes Step 34 Enter the desired information into theSupplier IDfield. Enter"0000000045".

  37. Defining Item Purchasing Attributes Step 35 Notice that the Priority field value defaults automatically.

  38. Defining Item Purchasing Attributes Step 36 The Price Loc field also defaults automatically. Supplier locations are set up on the Supplier Information - Location page. Location codes give you the flexibility to set up different pricing information for the same item-supplier combination, depending on which supplier location that you identify as the pricing location.

  39. Defining Item Purchasing Attributes Step 37 Use the Price Date list to select the date used for effective-dated price adjustments: • Due: Price adjustments based on the date the order was due to be received. • PO (purchase order date): Price adjustments based on the date the order was placed.

  40. Defining Item Purchasing Attributes Step 38 Use the Price Qty list to select a price quantity. Based on the selection, the system uses the Line or Schedule quantity to determine any applicable price breaks.

  41. Defining Item Purchasing Attributes Step 39 Click theSavebutton.

  42. Defining Item Purchasing Attributes Step 40 You have successfully defined purchasing attributes for an item. End of Procedure.