PeopleSoft Purchasing Rel 9.2

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