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Running the PO Calculations Application Engine Process Concept

Learn how to efficiently run Purchase Order calculations using step-by-step guide and control parameters. Create and manage Run Control IDs, enter selection criteria, and customize settings for accurate PO calculation results.

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Running the PO Calculations Application Engine Process Concept

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  1. Running the PO Calculations Application Engine ProcessConcept

  2. Running the PO Calculations Application Engine Process

  3. Running the PO Calculations Application Engine Process Step 1 Begin by navigating to the Run Controls page. Click thePurchasingmenu.

  4. Running the PO Calculations Application Engine Process Step 2 Click thePurchase Ordersmenu.

  5. Running the PO Calculations Application Engine Process Step 3 Click theStage/Source Requestsmenu.

  6. Running the PO Calculations Application Engine Process Step 4 Click thePO Calculationsmenu.

  7. Running the PO Calculations Application Engine Process Step 5 A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

  8. Running the PO Calculations Application Engine Process Step 6 You can run this process by searching for an existing run control ID or you can add a new value. Creating a run control ID that is relevant to the process may help you remember it for future use. Click theAdd a New Valuelink.

  9. Running the PO Calculations Application Engine Process Step 7 Enter the desired information into theRun Control IDfield. Enter"PO_CALC".

  10. Running the PO Calculations Application Engine Process Step 8 Click theAddbutton.

  11. Running the PO Calculations Application Engine Process Step 9 Use the PO Calculations page to enter the selection criteria for the PO Calculations process. Enter the run control criteria for the PO Calculations process and to run the process.

  12. Running the PO Calculations Application Engine Process Step 10 Selecting field values in the POCalculate Selection Criteria group box limits the selection of staged rows to those that meet the criteria selected. These fields are optional.

  13. Running the PO Calculations Application Engine Process Step 11 Click in theBusiness Unitfield.

  14. Running the PO Calculations Application Engine Process Step 12 Enter the desired information into theBusiness Unitfield. Enter"US001".

  15. Running the PO Calculations Application Engine Process Step 13 Click in theBuyerfield.

  16. Running the PO Calculations Application Engine Process Step 14 Enter the desired information into theBuyerfield. Enter"VP1".

  17. Running the PO Calculations Application Engine Process Step 15 Click in theItem IDfield.

  18. Running the PO Calculations Application Engine Process Step 16 Enter the desired information into theItem IDfield. Enter"10002".

  19. Running the PO Calculations Application Engine Process Step 17 All sourcing methods are selected by default. The selected methods are included when you run the PO Calculations process. If you do not want to include a particular sourcing method, clear the option. If you do not select any of the sourcing methods, only staged rows with a supplier provided and the Override Suggested Supplier option cleared are included when you run the PO Calculations process.

  20. Running the PO Calculations Application Engine Process Step 18 The value in the Accumulate Level list is not selection criteria for the process, but rather is used in conjunction with the cumulative sourcing method. Select a value to determine how to accumulate the percentages for cumulative split sourcing. Select ScheduleLevel if you want each schedule to be examined individually when finding a supplier. With this accumulate level the schedules are assigned to the same supplier until that supplier's predefined percentage is met, then they are assigned to the next supplier until the second supplier's predefined percentage is met and so forth through all the available suppliers. Then it cycles back to the first supplier. Each schedule could have a different supplier. Select Run Level if you want all schedules for that category being processed during the run to be grouped together when finding a supplier. With the run accumulate level all schedules for the category will be sourced from the same supplier.

  21. Running the PO Calculations Application Engine Process Step 19 Select the buyer to be used on the purchase order header in the event that the PO Calculations process cannot determine the buyer. The buyer name is carried at the line level on the requisition, so a requisition can have multiple buyers. When the PO Calculations process creates the purchase order header, it must assign a buyer name. • If all the staged lines that belong on one purchase order have the same buyer name, the PO Calculations process uses that name on the header. • If the staged lines that belong on the purchase order have different buyer names, or the process that created the staged entry did not specify a buyer name (you can force a buyer name in online requisition selection), the system uses the vendor buyer name. • If the supplier buyer name is blank, the system enters the buyer name on the purchase order header.

  22. Running the PO Calculations Application Engine Process Step 20 Consolidation Method determines whether purchase orders are consolidated by business unit, supplier, and buyer or by business unit and supplier only. The consolidation method applies only to staged rows identified for consolidation. For example, suppose that you choose to consolidate by business unit and supplier, then all rows with the same supplier and business unit are grouped onto one purchase order. Alternatively, if you add a buyer to the consolidation criteria, all rows that have the same buyer, supplier, and business unit are grouped on a purchase order.

  23. Running the PO Calculations Application Engine Process Step 21 Enter a date to be used on the purchase orders, for purchase orders that do not already have a date assigned. If you leave the Purchase Order Date field blank, the PO Calculations process uses the current system date. Click in thePurchase Order Datefield.

  24. Running the PO Calculations Application Engine Process Step 22 Enter the desired information into thePurchase Order Datefield. Enter"05/22/2012".

  25. Running the PO Calculations Application Engine Process Step 23 Select the Pre-Approve Supplier option to approve the supplier that the PO Calculations process selects. If selected, the system automatically approves the supplier recommended by the PO Calculations process, so that you can run the PO Calculations process and the Create Purchase Order process without interruption. If you do not select the Pre-Approve Supplier option, you must approve the supplier manually using the Sourcing Workbench. If you change a supplier using the Sourcing Workbench, you must run the PO Calculations process again for the staged row to be recalculated.

  26. Running the PO Calculations Application Engine Process Step 24 Select the Build POs as Approved option to have purchase orders created with an Approved status when you run the Create Purchase Orders process. If selected, the process examines auto approval criteria set at the business unit level. If the auto approval criteria are met, the status is set to Approved. If the auto approval criteria are not met, the status is set to Pending Approval, and the purchase order enters the workflow approval business process. If you do not select this option, the purchase order is created with a status of Open.

  27. Running the PO Calculations Application Engine Process Step 25 Click theRunbutton.

  28. Running the PO Calculations Application Engine Process Step 26 When you enter a date more than 30 days in the past or future, the system prompts you with this warning message.

  29. Running the PO Calculations Application Engine Process Step 27 For this lesson, we will click OK to acknowledge that the date is OK. Click theOKbutton.

  30. Running the PO Calculations Application Engine Process Step 28 Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

  31. Running the PO Calculations Application Engine Process Step 29 You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field. Click theServer Namelist.

  32. Running the PO Calculations Application Engine Process Step 30 Click thePSNTlist item.

  33. Running the PO Calculations Application Engine Process Step 31 Click theOKbutton.

  34. Running the PO Calculations Application Engine Process Step 32 Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

  35. Running the PO Calculations Application Engine Process Step 33 Click theProcess Monitorlink.

  36. Running the PO Calculations Application Engine Process Step 34 Use the Process List page to view the status of submitted process requests.

  37. Running the PO Calculations Application Engine Process Step 35 The current status of the process is Queued. The process is finished when the status is Success. Continue to click the Refresh button until the status is Success. Click theRefreshbutton.

  38. Running the PO Calculations Application Engine Process Step 36 The Run Status is now Success.

  39. Running the PO Calculations Application Engine Process Step 37 You have successfully run the PO Calculations Application Engine process. End of Procedure.

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