PeopleSoft eProcurement | Payables Accelerated Training Rel 9.2

PeopleSoft eProcurement | Payables Accelerated Training Rel 9.2

Introduction:

PeopleSoft eProcurement | Payables Accelerated Training Rel 9.2 Course with hands-on Exercises

This PeopleSoft eProcurement | Payables Accelerated Training Rel 9.2 teaches you about eProcurement processes, while introducing you to the entire PeopleSoft Payables process, from setting up system tables to running Payables reports. Interact with expert Oracle University instructors to leverage this powerful financial solution. This PeopleSoft eProcurement | Payables Accelerated Training Rel 9.2 course has been updated through Update Image 14.

PeopleSoft eProcurement | Payables Accelerated Training Rel 9.2Related Courses:

Duration: 5 days

Prerequisites:

Understanding of basic navigation and PeopleSoft concepts
Use of control tables to enforce business rules

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Administrator
End Users
Functional Implementer

What You Will Learn:

Set up business units, users, and role actions, while adding and approving suppliers.
Understand how miscellaneous charges can be combined with items on a purchase order, supplier setup and maintenance information, items, and supplier price adjustments.
Manage requisition and purchase order changes.
Create item categories and catalogs.
Manage workflow approvals.
Create business units and suppliers to use throughout the class.
Understand the different voucher types and how to copy information into vouchers using purchase orders.
Get introduced to contract vouchers and recurring vouchers.
Define rules for entering and processing payables transactions and follow the flow of external and internal invoices from supplier to voucher to payment to general ledger accounting entries.
Become familiar with many operational Payables reports and examine how Payables efficiently integrates with other PeopleSoft applications.
Process vouchers through PayCycle and posting payments.
Manage data through mass updates and inquiries.
Understand the basics of Journal Generator and send accounting entries to the general ledger.
Review accounting entries and other Payables information.
Create, review, and approve payment requests.

Skills Gained:

Manage requisition and purchase order changes
Setup eProcurement business units and suppliers
Analyze PeopleSoft Payables data
Construct PeopleSoft Payables transactions
Describe PeopleSoft Payables
Explain PeopleSoft WorkCenter and Dashboard
Explain PeopleSoft reporting tools
Set up Payables data
Process Supplier Onboarding
Enter payment requests
Identify the way PeopleSoft stores data
Manage PeopleSoft Payables processes
Create suppliers
Define approval workflow information
Establish requesters and buyers
Maintain price adjustments

Course Content:

Performing Basic Setup for PeopleSoft eProcurement

Establishing System Options
Creating Business Units
Defining Processing Options for Business Units

Creating Suppliers

Defining Supplier Controls
Creating Supplier Profiles
Approving Suppliers
Inactivating Suppliers

Creating Requisitions

Creating Requisitions
Using Direct Connect
Creating Express Item Entry
Managing Requisitions

Establishing Users and User Roles

Defining Users
Defining Requesters and Buyers
Establishing User Preferences
Defining User Roles

Managing Approvals

Setting Up Specific Data for eProcurement Approvals
Approving and Denying Requisitions
Delegating Approval Responsibility

Processing Requisitions

Creating Requisitions and Express Item Entry
Creating Special Requests
Sourcing Requisitions to Purchase Orders
Expediting Requisitions
Using the Quick Sourcer to Source Requisitions
Using the Sourcing Workbench

Managing Purchase Orders and Change Requests

Dispatching and Publishing Purchase Orders
Reviewing Message Logs
Using Change Requests in Dispatched Purchase Orders
Creating Requisition Change Request
Running the Change Purchase Order Process
Dispatching Changed Purchase Orders

Using Receipts and Returns in eProcurement

Receiving and Rejecting Items
Returning Items to Suppliers
Receiving Items as a Power User

Setting Up Miscellaneous Charges

Defining a Miscellaneous Charge
Using Miscellaneous Charges

Maintaining Price Adjustments

Setting Up Price Adjustment Rules for Suppliers
Adding a Price Adjustment for a Supplier and for a Purchase Order Schedule

Setting Up Core Tables

Setting Installation Options
Establishing User Preferences
Creating Locations
Defining ChartFields
Securing ChartFields
Setting Up Sales and Use Tax Defaults and Options

Setting Up Payables Business Units

Identifying PeopleSoft General Ledger Business Units
Creating a PeopleSoft Payables Definition
Creating a Payables Definition
Modifying PeopleSoft Payables Options
Utilizing TableSets

Defining Banks

Identifying Common Banking Terms
Identifying the Basic Steps of Bank Setup
Defining Banks
Setting Up Bank Branches
Defining External Accounts

Setting up Payment Data

Entering Payment Terms
Setting up Additional Payment Data
Defining Bank Replacement Rules

Adding Suppliers

Explaining Suppliers
Establishing Supplier Information
Adding Suppliers
Explaining Supplier Conversations

Approving, Updating, and Inactivating Suppliers

Approving Suppliers
Updating and Reviewing Supplier Name History
Defining Supplier Audit
Inactivating Suppliers
Using the Supplier Administration Center

Processing Supplier Onboarding

Configuring Supplier Registration
Registering, Managing, and Approving Suppliers
Registering Online
Registering Online
Managing Approvals
Review Registration History

Defining Miscellaneous Data

Entering Miscellaneous Data
Setting up On-Demand Processing

Creating Vouchers

Identifying Voucher Basics
Deleting a Control Group
Running the Control Group Register
Identifying Voucher Types
Creating Quick Invoice Entries
Uploading Vouchers Manually
Related Procurement Documents
Personalizing Inquiries

Creating Payment Requests

Explaining Payment Request
Setting Up the Payment Request Template
Using the Payment Request Center

Processing Vouchers

Creating Accounting Entry Templates
Posting, Closing, Unposting, and Deleting Vouchers
Correcting Voucher Errors
Approving Vouchers
Viewing Open Liabilities

Utilizing Control Groups

Creating Control Groups
Deleting a Control Group
Running the Control Group Register

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Time Frame: 0-3 Months4-12 Months

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