PeopleSoft Purchasing Rel 9.2

DesTech
Remote
Schedule

Partner
Remote
Schedule

Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Jan 9, 202309:0005:00ESTToronto - In Class or by Video Conference4$4,000 USDPurchase
Apr 24, 202309:0005:00EDTToronto - In Class or by Video Conference4$4,000 USDPurchase
Jul 10, 202309:0005:00EDTToronto - In Class or by Video Conference4$4,000 USDPurchase
Oct 16, 202310:0006:00EDTToronto - In Class or by Video Conference4$4,000 USDPurchase


PSPUR9.2

PeopleSoft Purchasing Rel 9.2

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

Prerequisites

  • Understand basic navigation and PeopleSoft concepts
  • Use of control tables to enforce business rules
  • Intro to Peoplesoft for Financial Management Solutions and Supply Chain Management Rel 9.1
  • Basic knowledge of Purchasing business practices (suggested)
  • Able to run processes and reports (suggested)

Audience

  • End Users
  • Functional Implementers

Learning Objectives

  • Set up business units, users and buyers
  • Use the approval framework
  • Maintain price adjustments
  • Create purchase order contracts
  • Configure procurement options
  • Create requisitions and source to purchase orders
  • Create and dispatch purchase orders
  • Create item categories and purchasing kits
  • Set up supplier data
  • Run Purchasing processes
  • Manage receipts
  • Manage change orders
  • Set up PeopleSoft Purchasing and Payables foundation tables
  • Perform mass buyer changes
  • Perform advance search on Purchasing and Purchasing Requisition
  • Use WorkCenter and Dashboard

Topics

  • Describing the Purchasing Business Process Overview
  • Establishing Business Units and Processing Options
  • Setting Up Required Table Information
  • Determining Supplier Basics
  • Setting Up Purchasing Items
  • Using the Approval Framework
  • Creating Requisitions
  • Managing Approvals
  • Sourcing Requisitions and Creating Purchase Orders
  • Managing Purchase Orders
  • Demonstrating Receiving
  • Demonstrating the Change Order and Delete Functionality
  • Configuring Additional Procurement Options
  • Setting Up Sales and Use Tax
  • Maintaining Price Adjustments
  • Creating and Using Purchasing Contracts
  • Commitment Control in PeopleSoft Purchasing
  • Using Procurement Cards in Purchasing
  • Finding Additional Information in the Purchasing Documentation
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