PeopleSoft Purchasing Training Rel 9.2

PeopleSoft Purchasing Training Rel 9.2

Introduction:

PeopleSoft Purchasing Training Rel 9.2 Course with hands-on Exercises

This PeopleSoft Purchasing 9.2 training teaches you how to set up business units for use with requisitions, purchase orders and a variety of purchasing features. You'll learn the process of setting up a purchasing business unit, its installation options and more.

PeopleSoft Purchasing Training Rel 9.2Related Courses:

Duration: 4 days

Prerequisites:

Understanding of basic navigation and PeopleSoft concepts.
A basic knowledge of Purchasing business practices
Use of control tables to enforce business rules
Able to 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:

End Users
Functional Implementer

What You Will Learn:

Create, approve and source requisitions.
Set up business units, users and buyers.
Create and dispatch purchase orders.
Create items and purchasing kits.
Add and approve suppliers.
Run Purchasing processes.
Perform mass buyer changes.
Perform advance search on Purchasing and Purchasing Requisition.
Use workcenter and dashboard.

Skills Gained:

Use the approval framework
Maintain price adjustments
Create purchase order contracts
Configure procurement options
Create requisitions and source to purchase orders
Run purchase order processes
Create item categories and purchasing kits
Set up supplier data
Manage receipts
Manage change orders
Set up PeopleSoft Purchasing and Payables foundation tables

Course Content:

Describing the Purchasing 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

Establishing Business Units and Processing Options

Setting Up Installation Options
Creating a PeopleSoft Purchasing Business Unit
Updating 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
Approving Supplier
Updating and Reviewing Supplier Name History

Setting Up Purchasing Items

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

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 Applications

Managing Approvals

Managing Approvals
Editing Requisitions
Delegating Responsibility
Monitoring Approvals

Sourcing Requisitions and Creating Purchase Orders

Describing Sourcing
Sourcing Requisitions Online
Sourcing Requisitions by Using the Autoselect 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
Understanding the Buyer Workcenter and Dashboard
Performing Mass Buyer Changes
Advance Search on PO and Purchasing Requistion

Demonstrating Receiving

Describing the Receiving Business Process
Identifying Receiving Setup Information
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 Sales and Use Tax

Maintaining Price Adjustments

Setting Up Supplier Price Adjustment Rules
Setting Up Purchase Order Schedule Price Adjustments

Creating and Using Purchasing Contracts

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

Commitment Control in PeopleSoft Purchasing

Enabling Commitment Control in PeopleSoft Purchasing
Demonstrating Document Tolerance Checking
Demonstrating the Budget Checking Process

Using Procurement Cards in Purchasing

Describing Procurement Cards
Setting Up Procurement Cards
Loading and Staging Procurement Card Information

Finding Additional Information in the Purchasing Documentation

Request More Information

Time Frame: 0-3 Months4-12 Months

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