Course Date | Start Time | End Time | Time Zone | Location | Days | Price | |
---|---|---|---|---|---|---|---|
Oct 16, 2023 | 10:00 | 06:00 | EDT | Live Virtual Class | 4 | $4,000 USD | Purchase |
Jan 22, 2024 | 10:00 | 06:00 | EST | Live Virtual Class | 4 | $4,000 USD | Purchase |
Apr 8, 2024 | 09:00 | 05:00 | EDT | Live Virtual Class | 4 | $4,000 USD | Purchase |
Jul 15, 2024 | 09:00 | 05:00 | EDT | Live Virtual Class | 4 | $4,000 USD | Purchase |
Oct 7, 2024 | 09:00 | 05:00 | EDT | Live Virtual Class | 4 | $4,000 USD | Purchase |
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