PeopleSoft Purchasing Rel 9.2

Course Fees: $5368.00 excl. GST
Printed Manual: $0.00 excl. GST
Course Duration: 4 days
Course Manual

Sorry, no course dates found

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, it installation options and more.
End Users 
Functional Implementer
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
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