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PeopleSoft Purchasing Rel 9.2

  • Tuition USD $3,908 GSA  $3,083.12
  • Reviews star_rate star_rate star_rate star_rate star_half 945 Ratings
  • Course Code D81085GC20
  • Duration 4 days
  • Available Formats Virtual, Classroom

The PeopleSoft Purchasing Rel 9.2 course has been updated through Update Image 14. 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.

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 and inactivate suppliers.
  • Process Supplier Onboarding .
  • Run Purchasing processes.
  • Perform mass buyer changes.
  • Perform advance search on Purchasing and Purchasing Requisition.
  • Use workcenter and dashboard.

Benefits to You

Better understand the key components and configuration options in PeopleSoft Purchasing so you can make improved decisions during your implementation. The Purchasing 9.2 course guides you through Purchasing processes in their logical order. Learn high-level details about the processes and important step and field-level information to perform steps to complete the processes.

Complete Purchasing Processes

You'll develop and understanding of the business unit with locations, buyers, items and suppliers to complete Purchasing processes. These processes include creating and sourcing requisitions, running purchase order calculations and creating purchase orders. Explore dispatching purchase orders, generating purchase order contracts and receiving items processes.

Additional Topics

Expert Oracle University instructors will also help you understand miscellaneous charges that can be combined with items on a purchase order, supplier setup and maintenance information, items, sales and use tax and supplier price adjustments. You'll also gain additional knowledge about commitment control and procurement cards.


Skills Gained

  • Create requisitions and source to purchase orders
  • Use the approval framework
  • Maintain price adjustments
  • Create purchase order contracts
  • Configure procurement options
  • 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
  • Process Supplier Onboarding

Who Can Benefit

  • End User
  • Implementer

Prerequisites

Required Prerequisite

  • Use control tables to enforce business rules
  • Run processes and reports.
  • Have a basic knowledge of Purchasing business practices
  • Understand basic navigation and PeopleSoft concepts.

Course Details

Topics

  • The Purchasing Business Process Overview
    • The PeopleSoft Purchasing Business Process Flow and Functionality
    • The Integration Points Between PeopleSoft Purchasing and other PeopleSoft Applications
    • The Default Hierarchy
    • Buyer WorkCenter
    • Buyer WorkCenter Dashboard
  • Establishing Business Units and Processing Options
    • Defining Installation Parameters
    • Creating a PeopleSoft Purchasing Business Unit
  • 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 Supplier
    • Adding a New Supplier
  • Updating Approving and Inactivating Suppliers
    • Updating and Reviewing Supplier Name History
    • Approving Suppliers
    • Inactivating Suppliers
    • Using the Supplier Administration Center
  • Processing Supplier Onboarding
    • Supplier Onboarding
  • Using the Approval Framework
    • The Approval Framework
    • Setting Up Purchasing for Use With the Approval Framework
    • Setting Up Workflow Approvals
  • Creating Requisitions
    • The Requisition Business Process Flow
    • Requisitions
    • Creating Requisitions Online
    • Managing the Requester's Workbench
    • The Process to Load Requisitions from Other Applications
  • Managing Approvals
    • Managing Approvals
    • Editing Requisitions
    • Delegating Responsibility
    • Monitoring Approvals
  • Sourcing Requisitions and Creating Purchase Orders
    • Sourcing
    • Sourcing 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 Process and Configuring the PO Create Process
    • The Purge Stage Tables Process
  • Managing Purchase Orders
    • 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
    • Mass Buyer Changes
    • Advanced Purchase Order and Requisition Line Search
  • Demonstrating Receiving
    • The Receiving Business Process
    • Identifying Receiving Setup Information
    • The Receiver Workbench
    • Defining Receipt Statuses
    • Creating a Receipt with a Purchase Order
    • Creating a Receipt Without a Purchase Order
    • How Purchasing Receipts Interface with PeopleSoft Applications
    • The Receipt Accrual Process
    • Purchase Order Change Templates
    • Creating Change Orders for Purchase Orders
    • Viewing Purchase Order Change Order History
    • The Change Order Request Process
    • Distinguishing Between Purchase Order Cancellations and Deletions
    • Deleting a Purchase Order
    • Requisition Change Tracking
    • Requisition Deletion
  • Configuring Additional Procurement Options
  • Setting Up Sales and Use Tax
  • Maintaining Price Adjustments
  • Creating and Using Purchasing Contracts
  • Understanding the PeopleSoft Purchasing Business Process Flow and Functionality
  • Understanding the Integration Points between PeopleSoft Purchasing and other PeopleSoft Applications
  • Understanding the Default Hierarchy
  • Buyer WorkCenter
  • Buyer WorkCenter Dashboard

Establishing Business Units and Processing Options

  • Defining Installation Parameters
  • Creating a PeopleSoft Purchasing Business Unit

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 Supplier
  • Adding a New Supplier

Updating Approving and Inactivating Suppliers

  • Updating and Reviewing Supplier Name History
  • Approving Suppliers
  • Inactivating Suppliers
  • Using the Supplier Administration Center

Processing Supplier Onboarding

  • Supplier Onboarding

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 Sourcing
  • Sourcing 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 Process and Configuring the PO Create 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
  • Mass Buyer Changes
  • Advanced Purchase Order and Requisition Line Search

Demonstrating Receiving

  • Describing the Receiving Business Process
  • Identifying Receiving Setup Information
  • Understanding the Receiver Workbench
  • 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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

First remote course and I am pleasantly surprised. Love the on site facilities in Ottawa, but the online course format was very well received.

Sean Mohseni, was an excellent instructor able to work with different learner profiles, and his industry knowledge is very well versed, which delivered incredible opportunity for knowledge transfer!

Very educational and enjoyable. Format was excellent; recommend to anyone who wants to get serious about learning AWS.

A nice, albeit dense, course that runs through a lot of key AWS services and concepts.

Thank you for training on AWS development. Course was good and encouraging but labs need to be improved and provide more information and ask students to more work than provide solutions.

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