PeopleSoft Purchasing Rel 9.2

PeopleSoft Purchasing Rel 9.2

Description: 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.

Duration: 4 Days

Learn to:

• 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.

Required Prerequisites:

• Understanding of basic navigation and PeopleSoft concepts.
• Use of control tables to enforce business rules
• Intro to PS for FMS and SCM Rel 9.1

Suggested Prerequisites:

• A basic knowledge of Purchasing business practices
• Able to run processes and reports

Audience:

• Functional Implementer
• End Users

Course Objectives:

• 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

Topics:

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 SupplierAdding 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 SourcingSourcing 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

 

laining 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