PO140 Create and Maintain Purchase Order Contracts...

PO140 Create and Maintain Purchase Order Contracts

Training Guide

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Training Guide PO140 Create and Maintain Purchase Order Contracts

PO140 Create and Maintain Purchase Order Contracts Page iii

Table of Contents PO140 Create and Maintain Purchase Order Contracts .......................................................... 1

Create Purchase Order Contracts ......................................................................................................... 1 Entering Master Contracts .................................................................................................................................... 1 Entering Order Contracts ...................................................................................................................................... 5 Entering Contract Activities ................................................................................................................................ 24 Dispatching Contracts ......................................................................................................................................... 30

Perform Purchase Order Contract Inquiry and Maintenance ......................................................... 37 Reviewing PO Contracts ..................................................................................................................................... 37 Updating PO Contracts ....................................................................................................................................... 40 Reviewing PO Contract Events ........................................................................................................................... 45 Reviewing PO Document Status ......................................................................................................................... 49

Run Purchase Order Contract Reports .............................................................................................. 52 Running Financials and SCM Reports ................................................................................................................ 52 Run Contract Expiration Report (POCNT400) ................................................................................................... 71 Run Contract Activities Report (POY3031) ....................................................................................................... 86 Run ZPO_OPEN_ACTIVE_PO_CONTRACTS Query ................................................................................... 101


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PO140 Create and Maintain Purchase Order Contracts

Create Purchase Order Contracts Administering Purchase Order Contracts is the process of managing blanket purchase orders within PeopleSoft Purchasing. Purchase order contracts arise out of an agreement to purchase goods or services over a certain period of time, for a specified price. PeopleSoft gives you the flexibility to define vendor contracts even when some of the details are unknown. Upon completion of this lesson, you will be able to: • Enter master contracts. • Enter order contracts. • Enter contract activities. • Dispatch contracts. • Review PO contracts. • Review PO contract events. • Review PO document status.

Entering Master Contracts Use master contracts to group several contracts for the same supplier and then track them using one master contract ID. You associate the individual contracts with the master contract ID by designating the master contract ID on the Master Contract page. The master contract ID can be used as the number for referencing the agreement with a supplier. Each contract ID that is associated with the master contract can serve as an internal identification number for use in an organization. Using the PeopleSoft PSQuery tool, you can report across all of the individual contracts that you have associated with this master contract. Master contracts also provide a method for grouping sets of voucher contracts for a vendor for reporting purposes. For example, a vendor may lease several buildings to you. You can establish a master contract that covers all the leases for each building. You establish voucher contracts for each building and mark them with the master contract ID on the contract header to report on all lease payments to the same property management organization. You can then generate queries and reports based on vouchers for product lines using the master contract ID as criteria. This functionality will not be used at MacEwan at this time. Before setting up master contracts, you must decide whether you want to have the PeopleSoft system assign numbers to contracts automatically or whether you want to manually assign the unique contract IDs. In this topic, you will enter a master contract.

Procedure



Step Action 1. Begin by navigating to the Master Contract page.

Click the Purchasing link.



Step Action 2. Click the Procurement Contracts link.

3. Click the Manage Master Contracts link.



Step Action 4. Click the Add button.

5. Use the Master Contract page to define the vendor and master contract description to

define a master contract.



Step Action 6. Click in the Vendor field.

7. Enter the desired information into the Vendor field. Enter "0000000045". 8. Click in the Description field. 9. Enter the desired information into the Description field. Enter "Company cycle

purchase". 10. Click the Save button.

11. You have successfully entered a master contract.

End of Procedure.

Entering Order Contracts Procedure In this topic you will learn how to Enter Order Contracts.



Step Action 1. Select Purchasing from the menu. 2. Click the Procurement Contracts link.



Step Action 3. Click the Add/Update Contracts link.



Step Action 4. Click the Contract Process Option drop down list.

5. You will see a list of all options available to you. Select Purchase Order from the list



Step Action 6. Click the Add button.



Step Action 7. Click the Status Drop Down.

8. The Status field enables you to select the status of the contract. The valid values are

displayed. Leave the status as Open until you are finished updating the PO Contract. Only contracts with an Approved status are eligible to have releases assigned against them or be dispatched.

9. Click the Vendor Look Up.



Step Action 10. Choose the appropriate Vendor from the Search Results.

Select Advancing Futures.

11. Click the Begin Date button.



Step Action 12. Select the Begin Date of June 8 from the calendar.



Step Action 13. Click the Expire Date button.



Step Action 14. To select a different Year, click the Drop Down box.

15. Select the Year "2011"

16. Select the Expiry Date of June 8 from the calendar.



Step Action 17. Enter the desired information into the Maximum Amount field. Enter "100000". 18. Click the PO Defaults link.



Step Action 19. Click the Oper Unit Look up button.



Step Action 20. Choose the correct Oper Unit from the Search Results.

Select Grant MacEwan University.

21. Click the Fund Look up button.



Step Action 22. Choose the appropriate Fund Code from the list.



Step Action 23. Click the DeptID Look up button.

24. Choose the correct DeptID from the Search Results list.

Select 00101 Grant MacEwan University.

25. Click the Account Look up button.



Step Action 26. Choose the appropriate Account code from the Search Results list.

Select 100105 Bank - Operating.



Step Action 27. Click the OK button to save the PO Distribution.



Step Action 28. Click the Item Look up button.

29. Choose the appropriate Item from the list.

Select 000000000000000006.



Step Action 30. If you need to change the distribution for a specific line (i.e., to make it different from what

was just set at the PO defaults level), use the PO Distribution Details button on the line.

31. You can now enter a different ChartField distribution for Line 1, as required. Click OK to save any changes, or click Cancel to return to the previous screen without saving any changes.



Step Action 32. Click the Cancel button.

33. Click the Allow Open Item Reference checkbox.

34. Click the Adjust Vendor Pricing First checkbox.

35. Click the Price Can Be Changed on Order checkbox.

36. Click the Save button.

37. Note the Contract Number that has now been assigned to the document. 38. You have successfully completed the topic on how to Enter Order Contracts.

End of Procedure.

Entering Contract Activities After a contract is created, you can associate one or more activities with it. In this topic, your goal is to associate an activity with a specific contract.



Procedure

Step Action 1. Begin by navigating to the Contract page.





3. Click the Add/Update Contracts link.



Step Action 4. Click the Find an Existing Value tab. 5. Click the Search button.

6. Click the Search Results table.

7. Use the Contract page to view control information and establish the type of contract.



Step Action 8. Click the Contract Activities link.

9. Use the Contract Activities page to record a list of activities associated with a contract.



Step Action 10. Use the Due Date field to enter a due date for the activity line. You may enter multiple

activities with the same due date. Enter the desired information into the Due Date field. Enter "03/19/2007".

11. Click in the Comments field. 12. Use the Comments field to enter comments or instructions relevant to the activity.

Enter the desired information into the Comments field. Enter "Contract Activities".



Step Action 13. Click the OK button.

14. Click the vertical scrollbar. 15. Click the Save button.

16. You have successfully entered an activity associated with the specific contract.

End of Procedure.

Dispatching Contracts Purchasing contracts are used to establish pricing terms and conditions to be used on purchase orders for a particular vendor. These can be for specific items or for any items that are purchased from that vendor. There are many types of contracts, such as order contracts, vouchers and recurring vouchers, blanket purchase orders, and milestones. Defining a purchasing contract requires that you use a defined vendor. It is optional to dispatch a contract. In this topic, you will dispatch a contract to one of your vendors.

Procedure



Step Action 1. Begin by navigating to the Dispatch Vendor Contracts page.





3. Click the Dispatch Contracts link.

4. 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.



Step Action 5. 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 the Add a New Value tab.

6. Enter the desired information into the Run Control ID field. Enter "DISP_CONTRACTS".

7. Click the Add button.

8. Use the Dispatch Vendor Contracts page to enter the request parameters. These

parameters will be used to define the processing rules and data to be included when the process is run.



Step Action 9. Click in the Business Unit field.

10. Enter the desired information into the Business Unit field. Enter "US001". 11. Click the Run button.

12. Use the Process Scheduler Request page to enter or update parameters, such as server

name and process output format.



Step Action 13. 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 the Server Name list.

14. Click the PSNT list item.

15. Click the Select option.

16. Click the OK button.

17. Notice the Process Instance number appears. This number helps you identify the process

you have run when you check the status.



Step Action 18. Click the Process Monitor link.

19. Use the Process List page to view the status of submitted process requests.



Step Action 20. 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 the Refresh button.

21. You have successfully dispatched a contract.

End of Procedure.

Perform Purchase Order Contract Inquiry and Maintenance

Reviewing PO Contracts Purchasing contracts are used to establish pricing terms and conditions to be used on purchase orders for a particular vendor. These can be for specific items or for any items that are purchased from that vendor. In this topic, you will review information on all POs associated with a particular contract.

Procedure



Step Action 1. Begin by navigating to the PO Contract Line page.




Step Action 2. Click the Procurement Contracts link. 3. Click the Review Contract Information link.

4. Click the Review Contracts by PO link.

5. Use the PO Contract Line page to review information on all purchase orders associated with a particular PO contract.

6. Use the Contract ID field to enter the identification number of the contract. For this example, the contract ID has been entered for you.



Step Action 7. Select the PO with Contract check box to view purchase orders that reference the selected

contract. Click the PO with Contract option.

8. Click the Search button.

9. Notice that the PO Contract Line page displays a list of purchase orders associated with

the specified contract. 10. Click the US001 option.

11. You can select any purchase order from the list, which will activate the Inquire, Update,

and Activity Summary links, allowing you to view additional information about the selected purchase order.

12. You have successfully reviewed purchase orders associated with the specified contract. End of Procedure.

Updating PO Contracts Procedure



In this topic you will Update a Purchase Order Contract.

Step Action 1. Click the Purchasing link.

2. Click the Procurement Contracts link.

3. Click the Add/Update Contracts link.



Step Action 4. Click the Find an Existing Value link.

5. The SetID should be SHARE. If the field is blank, enter the Set ID. In this example, it has defaulted for you. Enter further information to narrow the search results, or leave the fields blank for a wider search. Click the Search button.

6. Select a contract from the search results list.

Click the 0000000000000000000000001 link.

7. Navigate to the correct location within the PO contract to make your changes. Be sure to click the Save button after making your changes. In this example we will add comments to the contract.



Step Action 8. Click the Add Comments link.



Step Action 9. Enter the desired comments into the Comments field. Enter "Add comments".




Step Action 11. Using the vertical scroll bar, scroll down to the bottom of the PO contract screen.

Click the Save button.

12. You can return to your search results or you can use the portal menu to navigate to a new

area of PeopleSoft. Click the Return to Search button.

13. You have successfully completed the topic to Update a Purchase Order Contract.

End of Procedure.

Reviewing PO Contract Events There are many types of contracts, such as order contracts, vouchers and recurring vouchers, blanket purchase orders, and milestones. Defining a purchasing contract requires that you use a defined vendor. However, it is optional to dispatch a contract. In this topic, you will review PO contract events associated with a specific contract.

Procedure



Step Action 1. Begin by navigating to the Events Inquiry page.





4. Click the Events link.

5. Use the Contract ID field to enter the contract ID. For this example, the ID has been entered for you.



Step Action 6. Click the Search button.

7. Use the Events Inquiry page to view contract events and status for a specific contract.



Step Action 8. Click the vertical scrollbar. 9. Click the Sel option.

10. If available, use the View Contract ID Line link to view contract line information. 11. If available, use the Show Payments link to view payment information for the selected

contract. 12. You have successfully reviewed PO contract events for a specific contract.

End of Procedure.

Reviewing PO Document Status PeopleSoft Purchasing enables you to quickly cross-reference documents within a business process stream using a single known value in the stream. For example, you may want to see the requisitions, returns to vendors, and receipts associated with a purchase order. In this topic, you will review all procurement documents associated with a particular contract.

Procedure



Step Action 1. Begin by navigating to the Contract Doc Status page.





4. Click the Document Status link.

5. Use the Contract ID field to enter the contract ID. For this example, the ID has been entered for you.



Step Action 6. Click the Search button.

7. Use the Contract Doc Status page to access and review information about procurement

documents associated with a purchase order. 8. Click the Doc ID link to access associated documents that are related to this inquiry.

For example, suppose that you have a strategic sourcing event ID that is associated with this purchase order inquiry, click this link to access the strategic sourcing event.

9. You have successfully reviewed information about procurement documents associated with the specific contract. End of Procedure.

Run Purchase Order Contract Reports

Running Financials and SCM Reports Using Process Scheduler, running a report is a simple process. Before beginning, it is important to understand a few basic Process Scheduler terms. • Process Request: A single "run request," such as an SQR or Crystal report. • Run Control ID: A unique ID, associating each operator with his or her own run control table entries.



• Process Instance: A unique number that identifies each process request. This value is automatically incremented and assigned to each requested process when the process is submitted to run. In this topic, assume your company is performing its year end closing. The process of year end closing closes the profit and loss (P/L) accounts to retained earnings and generates the balance forward amounts. As part of this process, you have been asked to run the Closing Trial Balance report which lists summary information of all entries on the ledger by account type. Your goal is to run the Closing Trial Balance report.

Procedure

Step Action 1. Begin by navigating to the Closing Trial Balance page.

Click the vertical scrollbar.



Step Action 2. Click the General Ledger link.

3. Click the Close Ledgers link.



Step Action 4. Click the Closing Trial Balance link. 5. Notice that there is a blank Run Control ID field. 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.



Step Action 6. You can run this report by searching for an existing Run Control ID or you can add a new

value, thus creating your own Run Control ID. The advantage of creating your own is that you can create one that makes sense to you, and one that you will most likely remember and be able to use again and again. For example, you can create a Run Control ID that is the same as your name so you can easily identify and remember it. Click the Add a New Value tab.



Step Action 7. By creating your own Run Control ID, you will be able to save it and all assigned

parameters so that you can easily access this report again in the future. For this example, you will create a new Run Control ID called "RUN_CLSTB". Enter the desired information into the Run Control ID field. Enter "RUN_CLSTB".

8. Click the Add button.

9. Use the Closing Trial Balance page to enter the request parameters. These parameters will

be used to define the processing rules and data to be included when the report is run. The parameters will vary depending on which report you are running. For example, other reports might have fields where you specify the SetID, Employee ID, or Department values before running the report.

10. For this report, you must define the Unit, Ledger, and Fiscal Year fields. For this example, use the default selections for the Unit and Ledger fields.



Step Action 11. Next, specify the fiscal year for which you will run the report.

Click in the Fiscal Year field.

12. Enter the desired information into the Fiscal Year field. Enter "2006". 13. The parameters are set for this report.

Click the Run button.

14. Use the Process Scheduler Request page to enter or update parameters, such as server

name and process output format.



Step Action 15. 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 the Server Name list.

16. Click an entry in the list.

17. Use the Run Date field to specify the date you want the process to run. This gives you the

ability to set a report to run on a future date. 18. Use the Recurrence field to specify the recurring time intervals for a process request to

run. For instance, if you need to run a process every week day at 5 pm that resolves all the transactions managed by your web site, you could select the run recurrence definition of M-F at 5 pm to schedule this process to run at the appropriate time.

19. Use the Run Time field to specify the time you want the process to run. This gives you the ability to set a report to run at a future time.

20. Use the Reset to Current Date/Time button to sets the Run Date and Run Time to the present date and time.



Step Action 21. Use the Time Zone field to select the time zone in which the process will run. For example,

you might be in Eastern Standard Time (EST) and schedule a process to run in Pacific Standard Time (PST).

22. The Description field helps to uniquely identify a process. You should be familiar enough with the processes that you run as part of your daily tasks to identify them by this description.

23. The Process Name field displays the name of the process as it appears in the definition. 24. The Process Type field displays the type of process, such as SQR, Crystal, and so on. 25. Use the Type field to select the type of output you want to generate for this job. Your four

choices are File, Printer, Email, or Web. File: This enables you to write the output to a file that will appear in the Output Destination. Printer: You can enter a custom printer location if you have the appropriate security access. Email: You can enter the destination information to send to a particular email recipient(s). Note that Email is available only for SQR, PS/nVision, and Crystal. Web: Sends all output of the process to the report repository, including log and trace files.

26. Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have chosen. For example, the default format for Crystal and PS/nVision is HTML.


28. The report is now running. Notice that your report has been assigned a Process Instance

number. It is a good idea to make a note of the Process Instance number for future tracking.



Step Action 29. Now that you have used Process Scheduler to run your report, you next will use Process

Monitor to monitor the status of your report. You use Process Monitor to: • Check the status of your submitted process requests. • Cancel process requests that have been initiated or are currently processing. • Hold process requests that are queued, and queue process requests you have put on hold. Click the Process Monitor link.

30. Process Monitor supplies you with two pages, the Process List page and the Server List

page. Use the Process List page to view the status of submitted report/process requests. 31. You use the fields in the View Process Request For section to display specific processes

based on the criteria entered in these fields. 32. Use the User ID field to view the processes submitted by a user ID. Usually, you view your

own user ID. Leave this field blank to view all of the processes that you are authorized to view.

33. Use the Type field to view by a process type, such as Application Engine, Crystal, COBOL, SQR, or Application Engine processes.

34. Use the Last fields to specify an interval of time by which to limit the process requests that appear in the list. Enter a custom numerical value in the field, and then select a unit type: Days, Hours, or Minutes.



Step Action 35. Use the Server field to view processes that are run on a particular server. 36. Use the Name field to view all processes for a specific process name. 37. Use the Instance fields to display results based on the process instance number. This

number is automatically generated when a process is requested. 38. Use the Run Status field to view processes by status, such as Completed or Error. 39. Use the Distribution Status field to view processes by distribution status, such as

Generated, Posted, or Not Posted. 40. The Process List itemizes all the requested processes for the user, in this example VP1.

Step Action 41. You can get details about a particular process request by clicking the Details link in the

Details column. This opens the Process Detail page where you can view such details as request parameters and message logs. Click the Details link.

42. Most of the items on the Process Detail page are display-only; however, you can use some

controls to manipulate the program run, as needed.



Step Action 43. The Process group box contains general information to help you identify the process

request. This is a display-only group, showing basic descriptive information about this process.

44. The Run group box shows specific run information, such as the run control ID and the run location. If the process runs on the server, the server name appears in the Server field and any run recurrence that you have selected appears in the Recurrence field.

45. The Update Process group box displays the actions you can take for this field depend upon your user authorizations and the current status of the request. If you are authorized, you have the following options for your request: Hold, Queue, Cancel, Delete, or Restart.

46. The Actions group box contains links to other pages that provide additional details about the process parameters.

47. Click the Parameters link to view additional information about the process parameters, such as runtime definition variables, the path and program used to run the process, the location of the completed output, and additional information about the process status.

48. Click the Message Log link to view messages that are inserted into the message log by the program that is running.

49. The Batch Timings link is only available for process requests with a process type of Application Engine. The Batch Timings report contains a set of statistics that system administrators can use to tune the system to gain better performance. This report relates specifically to PeopleSoft Application Engine program performance.

50. When you click the View Log/Trace link, a new browser window opens, displaying links that enable you to view the message log and trace file in a browser. The View Log/Trace link appears on the Process Monitor Detail page when at least one of the following conditions is met: • The output destination for the process request is Web, and the report and log files were successfully posted to the Report Repository by the Distribution Agent. • The process has a run status of Success. • The process request ran from a PeopleSoft Process Scheduler Server Agent that was set up using the Server Definition page with a distribution node.



Step Action 51. Return to the Process List page.

Click the Ok (Enter) button.

52. Knowing the run status of your job helps you to see where it is in the queue or identify a

problem if the process has an error. The status of your report is Success, meaning that your report has finished running. If the status is not Success, you can click the Refresh button to update the status.



Step Action 53. Now that your report has finished running, you are ready to use Report Manager to view

your report. Click the Go back to Closing Trial Bal link.



Step Action 54. Report Manager is like your own personal "in box" of reports and process output. It

provides a secured means to view report content, check the posting status of your output, and see content detail messages. Click the Report Manager link.

55. The List page displays the reports from multiple databases to which you have access.

Unlike the Administration page, the List page lists reports when both of the following events occur. First, the Distribution Agent has successfully posted the report to the report repository. Once the report has posted, the Distribution Agent publishes a message to have an entry added to the report folder table for the new report. Second, the local message node has subscribed to the message that was sent by the Distribution Agent by adding an entry for the report in the report folder table.

56. The Explorer page displays a hierarchical view of folders and reports. Unlike the Administration page, the Explorer page lists reports when both of the following events occur. First, the Distribution Agent has successfully posted the report to the report repository. Once the report has posted, the Distribution Agent publishes a message to have an entry added to the report folder table for the new report. Second, the local message node has subscribed to the message that was sent by the Distribution Agent by adding an entry for the report in the report folder table.



Step Action 57. You use the Administration page to view the report, view details about the report, and

delete unwanted reports from the system. New reports that have been scheduled or are in the process of being posted to the report repository are viewed only through the Administration page.

58. You use the Archives page to view reports that have been archived.

Step Action 59. For this example, you need to go to the Administration page to view the report.

Click the Administration tab.

60. The reports are listed in the Report List section of the page. You can sort this list by using the fields in the View Reports For section of the page.

61. The Closing Trial Balance Report with the instance number 7295 is at the top of the list, and the status is Posted.

62. In Report Manager, there are several status possibilities. Knowing what they mean will help you to understand the progress of your job without having to check the Process Monitor.



Step Action 63. Because the status of your report is Posted, you may now view your report. Notice the

Details link on the right side of your screen. Click the Details link.



Step Action 64. Click the GLS1003_7295.PDF link.

65. A second browser window is opened that displays the report.

Review the report. If you wish, you can also print this report by using the browser's print button.



Step Action 66. Return to the Report Detail page.

Click the Close button.



Step Action 67. Return to the Administration page.

Click the Ok (Enter) button.

68. If you are authorized to delete a report, the Select check box will be active. This enables

you to select the report and then click the Delete button to remove the report from the list. Note that you must be assigned the ReportDistAdmin (Report Manager administrator) or ReportSuperUser (super user) role in PeopleSoft Security to be able to delete a report in Report Manager.

69. You successfully requested a report, viewed the status using Process Monitor, and viewed the report using Report Manager. End of Procedure.

Run Contract Expiration Report (POCNT400) Procedure In this topic you will run the Contract Expiration Report.





3. Click the Reports link.

4. Click the Contract Expiration link.



Step Action 5. If this is the first time you have run this report you will need to create a new Run Control

ID. If you have run this report in the past, you may use the Find an Existing Value screen to search for the previous Run Control ID you created. Click the Add a New Value link.

6. Enter the desired ID into the Run Control ID field. Enter "POCNT400". 7. Click the Add button.

8. The Contract Expiration screen allows you to set the parameters for what will be included

in your report. If it has not defaulted, set the Vendor SetID to SHARE. In this example, it has defaulted appropriately for you.



Step Action 9. Enter the desired start date into the Date field. Enter "01/01/2010".

10. Enter the desired end date into the Date field. Enter "31/12/2010". 11. Click the Run button.



Step Action 12. Click the Server Name list.



Step Action 13. Click the PSNT list item.



Step Action 15. Make note of the Process Instance number directly below the Run button.

Click the Process Monitor link.

16. The Process Monitor allows you to view the status of the report while it is being run, and

provides you with a link to view the details of the report after it has been successfully posted. You can use the fields at the top of the screen to narrow down the Process List if you are looking for a specific report. Find your Process Instance number in the Process List.

17. Click the Refresh button to refresh the screen until the Run Status displays as Success and the Distribution Status displays as Posted.



Step Action 18. Click the Details link on your report line (use the scroll bars as necessary).



Step Action 19. Click the View Log/Trace link.



Step Action 20. Click the POCNT400 PDF link to open and review the report. The file name will also

include your Process Instance number. Click the POCNT400_481445.PDF link.

21. Your report will display in a new window. The standard report layout will display the

Report information in the header (i.e., Report Title). The report details are listed in the body. You can Print or Save the report using the functions in this screen.



Step Action 22. Click the Close button.

Ensure you are closing the report window and not the PeopleSoft window.



Step Action 23. You can return to the previous screens, or you can use the portal menu on the left to

navigate to a new area of PeopleSoft. Click the Return button.



Step Action 25. Click the space below the scroll bar to scroll down on the screen. 26. Click the Go back to Contract Expiration link.



Step Action 27. Click the Return to Search button.

28. You have successfully completed the topic to run the Contract Expiration Report.

End of Procedure.

Run Contract Activities Report (POY3031) Procedure In this topic you will run the Contract Activities Report.





3. Click the Reports link.

4. Click the Activities Report link.



Step Action 5. If this is the first time you have run this report you will need to create a new Run Control

ID. If you have run this report in the past, you may use the Find an Existing Value screen to search for the previous Run Control ID you created. Click the Add a New Value link.

6. Enter the desired ID into the Run Control ID field. Enter "POY3031". 7. Click the Add button.

8. The Contract Activities screen allows you to set the parameters for what will be included in

your report. If it has not defaulted, set the Vendor SetID to SHARE. In this example, it has defaulted appropriately for you.



Step Action 9. Click the Look up Vendor ID (Alt+5) button.

10. Choose a vendor with a valid contract.

Click the 0000000006 link.

11. Enter the desired start date into the Date From field. Enter "01/01/2010". 12. Enter the desired end date into the To field. Enter "31/12/2010". 13. Click the Run button.



Step Action 14. Click the Server Name list.



Step Action 15. Click the PSNT list item.



Step Action 16. Click the Select option for Contract Activities Report (POY3031).




Step Action 18. Make note of the Process Instance number directly below the Run button.

Click the Process Monitor link.

19. The Process Monitor allows you to view the status of the report while it is being run, and

provides you with a link to view the details of the report after it has been successfully posted. You can use the fields at the top of the screen to narrow down the Process List if you are looking for a specific report. Find your Process Instance number in the Process List.



Step Action 20. Click the Refresh button to refresh the screen until the Run Status displays as Success and

the Distribution Status displays as Posted. Click the Refresh button.

21. Click the Details link for your report line (use the scroll bars as necessary).



Step Action 22. Click the View Log/Trace link.



Step Action 23. Click the POY3031 PDF link to open and review the report. The file name will also include

your Process Instance number. Click the POY3031-_481466.PDF link.

24. Your report will display in a new window. The standard report layout will display the

Report ID, Report Title, Run Date and Run Time in the header. The report details are listed in the body. You can Print or Save the report using the functions in this screen.



Step Action 25. Click the Close button.

Ensure you are closing the report window and not the PeopleSoft window.



Step Action 26. You can return to the previous screens, or you can use the portal menu on the left to

navigate to a new area of PeopleSoft. Click the Return button.



Step Action 28. Click the Go back to Contract Activities link.



Step Action 29. Click the Return to Search button.

30. You have successfully completed the topic to run the Contract Activities Report.

End of Procedure.

Run ZPO_OPEN_ACTIVE_PO_CONTRACTS Query Procedure In this topic you will run the query to view Open and Active PO contracts.



Step Action 1. Click the Reporting Tools (Finance) link.

2. Click the Query (Finance) link.

3. Click the Query Viewer (Finance) link.



Step Action 4. Enter the desired Query Name into the begins with field. You can enter partial information

to conduct a wider search. Enter "ZPO".

5. Click the Search button.

6. A list of queries will display based on your search information. Find the correct query in

the list. Note the top right corner of the search results table contains arrows to navigate to further pages if necessary. Ensure your popup blockers have been turned off.

7. Click the HTML link for the query you wish to run.

8. The query results will display in a new window. Review the information displayed in the query results. Use the scroll bars to view all of the information in the table.



Step Action 9. Click the area to the right of the scroll bar to scroll right on the screen.

10. The top right corner of the table contains arrows to navigate to view further results if necessary.

11. Click the area to the left of the scroll bar to scroll left on the screen. 12. There are links provided for downloading the results in a variety of formats.



Step Action 13. Click the Close button once you have finished reviewing the report.

Ensure you are closing the report window and not the main PeopleSoft window.

14. You have now successfully run the query to view Open and Active PO contracts.

End of Procedure.

PO140 Create and Maintain Purchase Order Contracts...

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Transcript of PO140 Create and Maintain Purchase Order Contracts...