Course Date | Start Time | End Time | Time Zone | Location | Days | Price | |
---|---|---|---|---|---|---|---|
Oct 24, 2022 | 09:00 | 05:00 | EDT | Toronto - In Class or by Video Conference | 4 | $4,000 USD | Purchase |
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