PeopleSoft eProcurement/Payables Accelerated Rel 9.2

Course Details
Code:
D92565GC20
Tuition (USD):
$6,840.00 • Virtual (5 days)
$7,200.00 • Classroom (5 days)
GSA (USD):
$6,166.25 • Virtual (5 days)
$6,166.25 • Classroom (5 days)

This PeopleSoft eProcurement/Payables Accelerated Rel 9.2 training teaches you about eProcurement processes, while introducing you to the entire PeopleSoft Payables process, from setting up system tables to running Payables reports. Interact with expert Oracle University instructors to leverage this powerful financial solution. This 9.2 course has been updated through Update Image 14.

Learn To:

  • Set up business units, users, and role actions, while adding and approving suppliers.
  • Understand how miscellaneous charges can be combined with items on a purchase order, supplier setup and maintenance information, items, and supplier price adjustments.
  • Manage requisition and purchase order changes.
  • Create item categories and catalogs.
  • Manage workflow approvals.
  • Create business units and suppliers to use throughout the class.
  • Understand the different voucher types and how to copy information into vouchers using purchase orders.
  • Get introduced to contract vouchers and recurring vouchers.
  • Define rules for entering and processing payables transactions and follow the flow of external and internal invoices from supplier to voucher to payment to general ledger accounting entries.
  • Become familiar with many operational Payables reports and examine how Payables efficiently integrates with other PeopleSoft applications.
  • Process vouchers through PayCycle and posting payments.
  • Manage data through mass updates and inquiries.
  • Understand the basics of Journal Generator and send accounting entries to the general ledger.
  • Review accounting entries and other Payables information.
  • Create, review, and approve payment requests.

Benefits to You

By taking this course, you'll learn how to use the major features of PeopleSoft eProcurement, which you can apply and build on when you return to your own business environment. Ensure a smooth, rapid implementation of PeopleSoft Payables and better understand the foundation and configuration options of Payables so you can make improved decisions during your implementation. Modify or extend PeopleSoft applications to meet your organization's business requirements. Optimize transactions so your organization can realize the full benefit of its Payables investment.

Participate in Hands-On Exercises

Course activities provide hands-on practice for key PeopleSoft eProcurement processes. Activities are also provided for supplier receipts and returns, miscellaneous charges and supplier price adjustments. This course provides information about Direct Connect suppliers, express forms and procurement cards.

Skills Gained

  • Manage requisition and purchase order changes
  • Setup eProcurement business units and suppliers
  • Analyze PeopleSoft Payables data
  • Construct PeopleSoft Payables transactions
  • Describe PeopleSoft Payables
  • Explain PeopleSoft WorkCenter and Dashboard
  • Explain PeopleSoft reporting tools
  • Set up Payables data
  • Process Supplier Onboarding
  • Enter payment requests
  • Identify the way PeopleSoft stores data
  • Manage PeopleSoft Payables processes
  • Create suppliers
  • Define approval workflow information
  • Establish requesters and buyers
  • Maintain price adjustments

Who Can Benefit

  • Administrator
  • End Users
  • Functional Implementer

Prerequisites

  • Understanding of basic navigation and PeopleSoft concepts
  • Use of control tables to enforce business rules

Course Details

Performing Basic Setup for PeopleSoft eProcurement

  • Establishing System Options
  • Creating Business Units
  • Defining Processing Options for Business Units

Creating Suppliers

  • Defining Supplier Controls
  • Creating Supplier Profiles
  • Approving Suppliers
  • Inactivating Suppliers

Creating Requisitions

  • Creating Requisitions
  • Using Direct Connect
  • Creating Express Item Entry
  • Managing Requisitions

Establishing Users and User Roles

  • Defining Users
  • Defining Requesters and Buyers
  • Establishing User Preferences
  • Defining User Roles

Managing Approvals

  • Setting Up Specific Data for eProcurement Approvals
  • Approving and Denying Requisitions
  • Delegating Approval Responsibility

Processing Requisitions

  • Creating Requisitions and Express Item Entry
  • Creating Special Requests
  • Sourcing Requisitions to Purchase Orders
  • Expediting Requisitions
  • Using the Quick Sourcer to Source Requisitions
  • Using the Sourcing Workbench

Managing Purchase Orders and Change Requests

  • Dispatching and Publishing Purchase Orders
  • Reviewing Message Logs
  • Using Change Requests in Dispatched Purchase Orders
  • Creating Requisition Change Request
  • Running the Change Purchase Order Process
  • Dispatching Changed Purchase Orders

Using Receipts and Returns in eProcurement

  • Receiving and Rejecting Items
  • Returning Items to Suppliers
  • Receiving Items as a Power User

Setting Up Miscellaneous Charges

  • Defining a Miscellaneous Charge
  • Using Miscellaneous Charges

Maintaining Price Adjustments

  • Setting Up Price Adjustment Rules for Suppliers
  • Adding a Price Adjustment for a Supplier and for a Purchase Order Schedule

Setting Up Core Tables

  • Setting Installation Options
  • Establishing User Preferences
  • Creating Locations
  • Defining ChartFields
  • Securing ChartFields
  • Setting Up Sales and Use Tax Defaults and Options

Setting Up Payables Business Units

  • Identifying PeopleSoft General Ledger Business Units
  • Creating a PeopleSoft Payables Definition
  • Creating a Payables Definition
  • Modifying PeopleSoft Payables Options
  • Utilizing TableSets

Defining Banks

  • Identifying Common Banking Terms
  • Identifying the Basic Steps of Bank Setup
  • Defining Banks
  • Setting Up Bank Branches
  • Defining External Accounts

Setting up Payment Data

  • Entering Payment Terms
  • Setting up Additional Payment Data
  • Defining Bank Replacement Rules

Adding Suppliers

  • Explaining Suppliers
  • Establishing Supplier Information
  • Adding Suppliers
  • Explaining Supplier Conversations

Approving, Updating, and Inactivating Suppliers

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

Processing Supplier Onboarding

  • Configuring Supplier Registration
  • Registering, Managing, and Approving Suppliers
  • Registering Online
  • Registering Online
  • Managing Approvals
  • Review Registration History

Defining Miscellaneous Data

  • Entering Miscellaneous Data
  • Setting up On-Demand Processing

Creating Vouchers

  • Identifying Voucher Basics
  • Deleting a Control Group
  • Running the Control Group Register
  • Identifying Voucher Types
  • Creating Quick Invoice Entries
  • Uploading Vouchers Manually
  • Related Procurement Documents
  • Personalizing Inquiries

Creating Payment Requests

  • Explaining Payment Request
  • Setting Up the Payment Request Template
  • Using the Payment Request Center

Processing Vouchers

  • Creating Accounting Entry Templates
  • Posting, Closing, Unposting, and Deleting Vouchers
  • Correcting Voucher Errors
  • Approving Vouchers
  • Viewing Open Liabilities

Utilizing Control Groups

  • Creating Control Groups
  • Deleting a Control Group
  • Running the Control Group Register
Course Details
Code:
D92565GC20
Tuition (USD):
$6,840.00 • Virtual (5 days)
$7,200.00 • Classroom (5 days)
GSA (USD):
$6,166.25 • Virtual (5 days)
$6,166.25 • Classroom (5 days)