eProcurement Rel 9 :: PPL-EPROCURE

In this course, you learn about the basic setup required for implementing PeopleSoft eProcurement. This set up includes the business unit, vendors, and purchasing items. You gain knowledge of how the requisition to purchase order process flow is completed. This perspective helps you with implementation decisions on how to set up your system, and also helps you in creating your business process practices.

This course also covers direct connect setup, and how the system handles the changes created for requisitions. You learn how approval workflow is utilized with the PeopleSoft eProcurement application. The topics that cover process flows are designed to give you the overall vision of what the product can do for you to aid with your decision-making during implementation.

Learn To:

	Use eProcurement business processes
	Set up buyers, suppliers, and items
	Use approval workflow
	Create basic and advanced requisitions
	Source requisitions
	Create change orders

course content details

	Performing Basic Setup

	Establishing System Options
	Creating Business Units
	Define Processing Options for Purchasing and eProcurement
	Setting Up Codes
	Defining the Accounting Structure
	Identifying Procurement Options

	Creating Suppliers

	Setting Up Vendor Controls
	Creating Vendor Profiles

	Using Items and Categories

	Populating Item Master Tables
	Create Item Categories
	Creating Units of Measure
	Creating Purchasing Items
	Copying and Loading Items
	Approving Items
	Defining Advanced Item Creation

	Creating and Maintaining Catalogs

	Explaining How Item Catalogs are Used in eProcurement
	Creating Catalog Trees
	Establishing Catalog Security

	Establishing Users and Roles

	Setting Up Users for eProcurement
	Setting Up Requesters and buyers for eProcurement
	Establishing User Preferences for eProcurement

	Using Approval Workflow

	Describing the Approval Workflow Process
	Setting Up eProcurement Specific Data
	Setting Up Workflow Approvals
	Setting Up Email Approvals
	Using the Approval Monitor

	Creating Basic Requisitions

	Describing Requisitions
	Creating Requisitions
	Using Item Favorites
	Using Item Templates
	Using Direct Connect
	Creating a Special Request
	Adding Attachments
	Managing Requisitions

	Creating Express Requisitions

	Setting Up Express Requisitions
	Creating Express Requisitions

	Managing Approvals

	Managing Approvals
	Editing Requisitions
	Delegating Responsibility
	Monitoring Approvals

	Sourcing Requisitions

	Describing the Sourcing Process Flow
	Using Expedite Requisitions
	Using the Quick Source
	Using the Sourcing Workbench

	Managing Purchase Orders

	Managing Purchase Orders
	Dispatching and Publishing Purchase Orders
	Evaluating the Message Log

	Changing Requisitions and Purchase Orders

	Describing the Change Process Flow
	Creating Change Requests
	Inquiring on Change Requests
	Creating and Sending Change Orders to Vendors
	Setting Up and Changing Purchase Orders

	Using Receipts and Returns

	Receiving Items in PeopleSoft eProcurement
	Rejecting Items
	Returning Items to Vendors
	Receiving Items as a Power User

	Using Miscellaneous Charges

	Setting Up Miscellaneous Charges
	Using Miscellaneous Charges
	Describing Procurement Cards

	Using Price Adjustments

	Setting Up Price Adjustment Rules for Vendors
	Adding Price Adjustments to Purchase Order Schedules