PeopleSoft eProcurement Training Rel 9.2
Introduction:
PeopleSoft eProcurement Training Rel 9.2 - Understanding of basic navigation and PeopleSoft concepts
Related Courses:
Duration: 5 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
Skills Gained:
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
Source requisitions
Create requisitions and purchase orders
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
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 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
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