PeopleSoft Purchasing | eProcurement Accelerated Training Rel 9.2

PeopleSoft Purchasing | eProcurement Accelerated Training Rel 9.2

Introduction:

PeopleSoft Purchasing | eProcurement Accelerated Training Rel 9.2 course hands-on

This PeopleSoft Purchasing | eProcurement Accelerated Training Rel 9.2 helps you become familiar with several advanced features, like creating and using requisitions and purchase orders in both Purchasing and eProcurement. Expert Oracle University instructors describe the key integration points with other PeopleSoft applications. This PeopleSoft Purchasing | eProcurement Accelerated Training Rel 9.2 course has been updated through Update Image 14.

PeopleSoft Purchasing | eProcurement Accelerated Training Rel 9.2Related Courses:

Duration: 5 days

Prerequisites:

Understand basic navigation and PeopleSoft concepts
Use control tables to enforce business rules
Run processes and reports

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:

Business Analysts
End Users
Functional Implementer
System Analysts

What You Will Learn:

Create requisitions.
Set up buyers, suppliers and items.
Use approval workflow.
Create basic and advanced requisitions.
Setup eProcurement.
Setup purchasing.

Skills Gained:

Set up commonly used advanced features
Create requisitions and purchase orders
Setup and create change orders
Set up basic purchasing transactions and run processes
Receive items
Setup eProcurement business units and vendors
Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system
Create items, categories, and catalogs
Define users and role actions
Set up the basic structure for using PeopleSoft Purchasing

Course Content:

Business Process Overview

Understanding the PeopleSoft Purchasing Business Process Flow and Functionality
Understanding the Integration Points between PeopleSoft Purchasing and other PeopleSoft Applications
Understanding the Default Hierarchy
Buyer WorkCenter
Buyer WorkCenter Dashboard

Establishing Business Units and Processing Options

Defining Installation Parameters
Creating PeopleSoft Purchasing Business Units
Creating PeopleSoft Purchasing Processing Options

Setting Up Required Table Information

Creating Locations
Adding Ship To Locations
Setting Up User Preferences
Setting Up Requesters
Setting Up Buyers

Determining Supplier Basics for Purchasing and eProcurement

Configuring the Supplier Set Control Page
Establishing Supplier Processing Authority
Searching for a Supplier
Adding a New Supplier
Approving a Supplier and Inactivating Suppliers
Viewing Supplier Name History
Supplier Onboarding
Using the Supplier Administration Center

Setting Up Purchasing Items for Purchasing and eProcurement

Creating Item Categories
Creating Purchasing Items
Copying and Loading Items
Approving Items
Creating Units of Measure
Setting Up a Purchasing Kit

Using the Approval Framework and Creating Requisitions

Describing the Approval Framework
Setting Up Purchasing for Use With the Approval Framework
Setting Up Workflow Approvals
Explaining the Requisition Business Process Flow
Describing Requisitions
Creating Requisitions Online
Managing the Requester's Workbench
Describing the Process to Load Requisitions from Other Applications

Managing Approvals, Sourcing Requisitions, and Creating Purchase Orders

Managing Approvals
Editing Requisitions
Delegating Responsibility and Monitoring Approvals
Describing Sourcing
Sourcing Requisitions Online
Sourcing Requisitions by Using the Auto-select Requisitions Process
Building Inventory Demand
Using the Sourcing Workbench Component

Managing Purchase Orders

Explaining the Purchase Order Business Process and Structure
Creating and Updating Purchase Orders
Creating a Purchase Order by Copying from Another Document
Using the Buyer's Workbench
Evaluating Options to Dispatch Purchase Orders
Mass Buyer Changes
Advanced Purchase Order and Requisition Line Search

Demonstrating Receiving

Describing the Receiving Business Process
Identifying Receiving Setup Information
Understanding the Receiver Workbench
Defining Receipt Statuses
Creating a Receipt with a Purchase Order
Creating a Receipt Without a Purchase Order
Describing How Purchasing Receipts Interface with PeopleSoft Applications
Describing the Receipt Accrual Process

Demonstrating the Change Order and Delete Functionality

Describing Purchase Order Change Templates
Creating Change Orders for Purchase Orders
Viewing Purchase Order Change Order History
Describing the Change Order Request Process
Distinguishing Between Purchase Order Cancellations and Deletions
Deleting a Purchase Order
Describing Requisition Change Tracking
Describing Requisition Deletion

Configuring Additional Procurement Options

Describing Distribution Networks
Setting Up Miscellaneous Charges/Landed Costs and Templates
Combining Miscellaneous Charges with Items or Purchase Orders
Setting Up Sales and Use Tax
Setting Up Supplier Price Adjustment Rules

Creating and Using Purchasing Contracts

Defining Contract Set Controls
Explaining Master Contracts
Creating Purchasing Contracts
Generating Contract Purchase Orders
Explaining Blanket Purchase Orders

Understanding the eProcurement Business Process

Describing PeopleSoft eProcurement Features
Describing PeopleSoft eProcurement Integration
Describing the PeopleSoft eProcurement Process Flow

Performing Basic Setup for eProcurement

Establishing System Options
Defining Processing Options for Purchasing and eProcurement
Setting Up Codes
Defining the Accounting Structure
Identifying Procurement Options

Creating and Maintaining Catalogs

Explaining How Item Catalogs are Used in eProcurement
Creating Catalog Trees
Establishing Catalog Security

Establishing Users and Roles

Setting Up Users for eProcurement
Setting Up Requesters and Buyers for eProcurement
Establishing User Preferences for eProcurement

Using the Approval Framework and Creating Basic Requisitions in eProcurement

Setting Up eProcurement-Specific Data for Workflow
Describing Requisitions
Creating Requisitions
Using Item Favorites, Item Templates, and Direct Connect
Creating a Special Requests
Using Attachments
Managing Requisitions
Setting Up and Creating Express Item Entry

Sourcing Requisitions

Describing the Sourcing Process Flow
Expediting Requisitions
Using the Quick Sourcer

Managing Purchase Orders in eProcurement

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

Using Receipts and Returns in eProcurement

Returning Items to Suppliers
Receiving Items as a Power User

Using Miscellaneous Charges and Maintaining Price Adjustments in eProcurement

Setting Up Miscellaneous Charges
Using Miscellaneous Charges
Setting Up Price Adjustment Rules for Suppliers
Adding Price Adjustments to Purchase Order Schedules

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Time Frame: 0-3 Months4-12 Months

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