PeopleSoft Purchasing | Payables Accelerated Training Rel 9.2

PeopleSoft Purchasing | Payables Accelerated Training Rel 9.2

Introduction:

PeopleSoft Purchasing | Payables Accelerated Training Rel 9.2 Course hands-on

This PeopleSoft Purchasing | Payables Accelerated Training Rel 9.2 explores both applications, beginning with the process of setting up a Purchasing business unit and its installation options. Expert Oracle University instructors will then describe how you use the business unit with locations, buyers, items, and suppliers to complete Purchasing processes. This 9.2 course has been updated through Update Image 14.

PeopleSoft Purchasing | Payables Accelerated Training Rel 9.2Related Courses:

Duration: 2 days

Prerequisites:

Use control tables to enforce business rules
Run processes and reports
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:

End Users
Functional Implementer

What You Will Learn:

Work with vouchers.
Create, approve, and source requisitions.
Define suppliers.
Manage purchase orders and receipts.
Create purchasing contracts.
Set up control tables.
Manage data through mass updates and inquiries.
Process Supplier Onboarding.
Create Payment Requests.
Understand the basics of Journal Generator and how to send accounting entries to the general ledger.
Dispatch purchase orders, generate purchase order contracts and receive items processes.
Understand miscellaneous charges that can be combined with items on a purchase order, supplier setup and maintenance information, items, sales and use tax and supplier price adjustments.

Skills Gained:

Analyze PeopleSoft Payables data
Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system
Process Supplier Onboarding
Enter Payment Requests
Set up basic purchasing transactions and run processes
Construct PeopleSoft Payables transactions
Describe PeopleSoft Payables
Explain PeopleSoft reporting tools
Identify the way PeopleSoft stores data
Set up commonly used advanced features
Set up the basic structure for using PeopleSoft Purchasing
Manage PeopleSoft Payables processes
Set up Payables data

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 and 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

Configuring the Supplier Set Control Page
Establishing Supplier Processing Authority
Searching for a Supplier
Adding a New Supplier

Using the Approval Framework

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

Creating Requisitions

Explaining the Requisition Business Process Flow
Describing Requisitions
Creating Requisitions Online
Managing the Requester's Workbench
Describing the Process to Load Requisitions from Other PeopleSoft Applications

Sourcing Requisitions and Creating Purchase Orders

Describing Sourcing
Sourcing Requisitions Online
Sourcing Requisitions by Using the Auto-select Requisitions Process
Building Inventory Demand
Using the Sourcing Workbench Component
Identifying Sourcing Methods
Configuring the PO Calculations and the Create PO Process
Explaining the Purge Stage Tables Process

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
Performing Mass Buyer Changes
Advance Search on PO and Purchasing Requistion

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 Other PeopleSoft Applications
Describing the Receipt Accrual Process

Demonstrating the Change Order and Delete Functionality

Describing 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 Cost Templates
Combining Miscellaneous Charges with Items on Purchase Orders

Setting Up Core Tables

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

Setting Up PeopleSoft Payables Business Units

Identifying PeopleSoft General Ledger Business Units
Creating a PeopleSoft 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
Managing Invitations
Managing Approvals
Reviewing Registration History

Defining Miscellaneous Data

Entering Miscellaneous Data
Setting up On-Demand Processing

Creating Vouchers

Identifying Voucher Basics
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

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Time Frame: 0-3 Months4-12 Months

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