PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2

PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2

Introduction:

PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2 Course Description

This PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2 covers several of the basic features and functions of PeopleSoft Purchasing and PeopleSoft Inventory. The Purchasing portion of this PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2 course covers the implementation steps for PeopleSoft Purchasing, including setting up purchasing business units, buyers, requesters, suppliers, items, and the approval framework. This PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2 course has been updated through Update Image 14.

PeopleSoft Purchasing | Inventory Accelerated Training Rel 9.2Related Courses:

Duration: 5 days

Prerequisites:

Use of control tables to enforce business rules
Understand 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:

Business Analysts
Functional Implementer
Project Manager

What You Will Learn:

Set up the basic structure for Purchasing and Inventory.
Enter and process purchasing transactions.
Enter and process inventory transactions.
Adjusting purchase order prices and taxes.
Maintain an inventory business unit.
Understand integration between PeopleSoft applications.
Define the default hierarchy.
Use distribution networks.
Establish miscellaneous and landed costs.
Set up sales and use taxes.
Maintain price adjustments.

Skills Gained:

Setting up PeopleSoft Inventory
Replenishing inventory stock
Establishing business units
Maintaining inventory stock
Implementing PeopleSoft Purchasing
Shipping orders from inventory
Creating suppliers, buyers, and requesters
Adding and maintaining items
Using the Approval Framework
Entering and processing purchasing transactions
Entering and processing inventory transactions
Using advanced procurement options
Adjusting PO prices and applying taxes
Using purchase order contracts
Recording inventory stock counts
Using the Events and Notification Framework

Course Content:

Purchasing Business Process Overview, Business Units, and Options

Understanding the PeopleSoft Purchasing Business Process Flow and Functionality
Understanding the Integration Points between PeopleSoft Purchasing and other PeopleSoft Applications
Understanding the Default Hierarchy
Defining Installation Parameters
Creating PeopleSoft Purchasing Business Units
Creating PeopleSoft Purchasing Processing Options
Buyer WorkCenter
Buyer WorkCenter Dashboard

Setting Up Basic Information, Suppliers, and Items

Creating Locations, Ship To Locations, Requesters, and Buyers
Searching for a Supplier
Adding and Approving and Inactivating a Supplier
Updating and Reviewing Supplier Name History
Using the Supplier Administration Center
Supplier Onboarding
Creating Item Categories
Adding, Copying, and Loading Purchasing Items and Approving Items

Setting Up the Approval Framework

Describing the Approval Framework
Setting Up Purchasing for Use With the Approval Framework
Setting Up Workflow Approvals

Creating and Approving Requisitions

Explaining the Requisition Business Process Flow
Creating Requisitions Online
Managing the Requester's Workbench
Loading Requisitions from Other Applications
Managing Approvals
Editing Requisitions
Delegating Approval Responsibility
Monitoring Approvals

Sourcing Requisitions and Creating Purchase Orders

Sourcing Requisitions Online
Sourcing Requisitions Using the Autoselect Requisitions Process
Building Inventory Demand Process
Using the Sourcing Workbench
Identifying Sourcing Methods
Configuring the PO Calculations Process
Configuring the Create PO Process
Explaining the Purge Stage Tables Process

Managing Purchase Orders

Explaining the PO Business Process and Structure
Creating and Updating Purchase Orders
Creating a PO 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, Change Orders, and Delete Functionality

Defining Receiving Setup Information and Receipt Statuses
Creating a Receipt with or without a Purchase Order
Describing How Receipts Interface with Other PS Applications
Describing the Receipt Accrual Process
Describing PO Change Templates
Creating, Viewing, and Processing Change Orders
Deleting a Purchase Order
Describing Requisition Change Tracking and Requisition Deletion

Configuring Additional Procurement Options

Describing Distribution Networks
Setting Up Miscellaneous Changes and Landed Costs
Combining Miscellaneous Charges with Items or POs
Setting Up Sales and Use Tax
Setting Up Supplier Price Adjustment Rules
Setting Up PO Schedule Price Adjustments

Creating and Using Purchase Contracts

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

Inventory Business Process Overview and Setting Up Basic Options

Describing Business Processes That Include PeopleSoft Inventory
Describing PeopleSoft Inventory Features and Functions
Describing PeopleSoft Inventory Integration Points Within PeopleSoft
Setting Up Installation Options
Setting Up Common Definitions
Using the Events and Notifications Framework

Setting Up Inventory Business Units and Facilities

Describing PeopleSoft Business Units
Classifying PeopleSoft Inventory Business Units
Setting Up PeopleSoft Inventory Business Units
Setting Up Business Unit Closure Calendars
Describing the Structure of Inventory Facilities
Setting Up Materials Storage Locations (MSLs)
Describing Storage Zones

Setting Up PeopleSoft Cost Management

Describing the Cost Flow
Setting Up the Cost Structure
Setting Up Transaction Accounting Rules
Describing PeopleSoft Cost Management Processes

Setting Up Inventory Items

Setting Up Item Control Options
Setting Up Items
Setting Up Items for a Business Unit
Using Item Templates
Loading and Copying Items
Performing Item Maintenance

Stocking Material

Describing the Put away Options
Setting Up Put away Options
Performing the Multi-step Put away Process
Viewing Inventory Balances
Performing an Express Put away
Receiving Item from PeopleSoft Purchasing

Maintaining Inventory

Maintaining Lot-Controlled Items
Maintaining Storage Containers
Maintaining Inventory Status
Performing Inventory Adjustments
Performing Inventory Transfers
Analyzing Inventory

Setting Up Demand Fulfillment

Describing Sources of Demand
Describing Demand Line States
Describing Demand Fulfillment Methods
Setting Up Demand Fulfillment Options for the Business Unit
Setting Up Demand Fulfillment Options for Individual Items

Recording Accounting Transactions

Reviewing the Cost Flow Process
Creating Accounting Transactions

Replenishing Stock

Describing the Replenishment Process
Setting Up Replenishment Options
Performing the Replenishment Process

Counting Inventory Stock

Describing the Physical Counting Process
Setting Up Utilization Types for Cycle Counts
Setting Up Counting Events
Performing Counting Events

Transferring Stock Between Business Units

Setting Up Basic Parameters for Interunit Transfers
Setting Up Transfer Pricing
Performing Interunit Transfers
Describing Interunit Expense Issues

Managing Par Locations

Mobile Inventory Management.
Describing the Par Locations Process
Setting Up Par Location Options
Replenishing Par Locations
Maintaining Par Locations

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Time Frame: 0-3 Months4-12 Months

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