PeopleSoft eProcurement Training Rel 9.1

PeopleSoft eProcurement Training Rel 9.1

Introduction:

PeopleSoft eProcurement Training Rel 9.1 Course - Public or Onsite Classes

The PeopleSoft eProcurement Training Rel 9.1 course, guides you through eProcurement processes in their logical order. The PeopleSoft eProcurement Training Rel 9.1 course provides high-level details about the processes and important step and field-level information for performing steps to complete the processes. In addition to learning about eProcurement processes, the PeopleSoft eProcurement Training Rel 9.1 course describes miscellaneous charges that can be combined with items on a purchase order, vendor setup and maintenance information, items, and vendor price adjustments.

Course activities provide hands-on practice for key PeopleSoft eProcurement processes. Activities are also provided for vendor receipts and returns, miscellaneous charges, and vendor price adjustments. The course provides information about Verity searches, Direct Connect suppliers, express forms, and procurement cards.

PeopleSoft eProcurement Training Rel 9.1Related Courses:

Duration: 4 days

Prerequisites:

Understanding of basic navigation and PeopleSoft concepts

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

What You Will Learn:

Set up business units, users, and role actions
Add and approve suppliers
Manage requisition and purchase order changes
Create item categories and catalogs
Manage workflow approvals
Create, approve, and source requisitions

Skills Gained:

Create requisitions and purchase orders
Source requisitions
Establish requesters and buyers
Setup user and role actions
Create suppliers
Setup change templates
Manage requisition and purchase order changes
Define approval workflow information
Create receipts and returns
Setup miscellaneous charges
Maintain price adjustments
Setup eProcurement business units and suppliers

Course Content:

Performing Basic Setup for PeopleSoft eProcurement

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

Creating Suppliers

Defining Vendor Controls
Creating Vendor Profiles
Approving Vendors

Creating Items, Item Categories, and Catalogs

Creating Item Categories and Units of Measure
Create Purchasing Items
Creating Catalog Trees

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 Requisitions
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 Vendors
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 Vendors
Adding a Price Adjustment for a Vendor and for a Purchase Order Schedule

Managing Purchase Orders

Managing Purchase Orders
Dispatching and Publishing Purchase Orders
Evaluating the Message Log

Changing Requisitions and Purchase Orders

Describing the Requisition Change Process in eProcurement
Establishing the Requisition Change Process
Using Change Requests in Dispatched Purchase Orders
Creating Requisition Change Requests
Setting Up and Changing Purchase Orders
Inquiring About Purchase Order Change Orders

Using Receipts and Returns

Receiving Items in PeopleSoft eProcurement
Rejecting Items
Returning Items to Vendors
Receiving Items as a Power User

Using Miscellaneous Charges

Setting Up Miscellaneous Charges
Using Miscellaneous Charges
Describing Procurement Cards

Maintaining Price Adjustments

Setting Up Price Adjustment Rules for Vendors
Adding Price Adjustments to Purchase Order Schedules

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Time Frame: 0-3 Months4-12 Months

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