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PeopleSoft Purchasing/Inventory Accelerated Rel 9.2

Course Details
Code: D82300GC20
Tuition (USD): $7,816.00 • Classroom (5 days)
Course Details
GSA (USD): $6,166.25 • Classroom (5 days)

This PeopleSoft Purchasing/Inventory Accelerated Rel 9.2 training covers several of the basic features and functions of PeopleSoft Purchasing and PeopleSoft Inventory. The Purchasing portion of this course covers the implementation steps for PeopleSoft Purchasing, including setting up purchasing business units, buyers, requesters, suppliers, items, and the approval framework. This 9.2 course has been updated through Update Image 14.

Learn To:

  • Set up the basic structure for Purchasing and Inventory.
  • Enter and process purchasing transactions.
  • Enter and process inventory transactions.
  • Adjusting purchase order prices and taxes.
  • Maintain an inventory business unit.
  • Understand integration between PeopleSoft applications.
  • Define the default hierarchy.
  • Use distribution networks.
  • Establish miscellaneous and landed costs.
  • Set up sales and use taxes.
  • Maintain price adjustments.

Benefits to You

By enrolling this course, you'll develop the skills to use the major features of both PeopleSoft Purchasing and PeopleSoft Inventory, which you can apply and build on when you return to your own business environment. Expert Oracle University instructors will walk you through activities that provide step-wise examples to simulate scenarios in your business.

Inventory Portion of This Course

The Inventory portion of this course covers the implementation steps for PeopleSoft Inventory, including setting up inventory business units, material storage locations, PeopleSoft Cost Management settings, items, and the Events and Notifications Framework. You'll discuss entering and processing inventory transactions including stocking items, adjusting stock levels, transferring stock, shipping orders, replenishing stock and recording inventory count results. Learn inventory features that include using storage containers, establishing par locations, transferring stock between business units, recording the accounting for all inventory transactions and receiving items from PeopleSoft Purchasing.

Purchasing Portion of This Course

The purchasing section of this course then teaches you how to enter and process purchasing transactions. These transactions include requisitions, purchase orders, receipts, change orders, and purchase order contracts.

Skills Gained

  • Setting up PeopleSoft Inventory
  • Replenishing inventory stock
  • Establishing business units
  • Maintaining inventory stock
  • Implementing PeopleSoft Purchasing
  • Shipping orders from inventory
  • Creating suppliers
  • buyers
  • and requesters
  • Adding and maintaining items
  • Using the Approval Framework
  • Entering and processing purchasing transactions
  • Entering and processing inventory transactions
  • Using advanced procurement options
  • Adjusting PO prices and applying taxes
  • Using purchase order contracts
  • Recording inventory stock counts
  • Using the Events and Notification Framework


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

Course Details

Purchasing Business Process Overview, Business Units, and Options

  • Understanding the PeopleSoft Purchasing Business Process Flow and Functionality
  • Understanding the Integration Points between PeopleSoft Purchasing and other PeopleSoft Applications
  • Understanding the Default Hierarchy
  • Defining Installation Parameters
  • Creating PeopleSoft Purchasing Business Units
  • Creating PeopleSoft Purchasing Processing Options
  • Buyer WorkCenter
  • Buyer WorkCenter Dashboard

Setting Up Basic Information, Suppliers, and Items

  • Creating Locations, Ship To Locations, Requesters, and Buyers
  • Searching for a Supplier
  • Adding and Approving and Inactivating a Supplier
  • Updating and Reviewing Supplier Name History
  • Using the Supplier Administration Center
  • Supplier Onboarding
  • Creating Item Categories
  • Adding, Copying, and Loading Purchasing Items and Approving Items

Setting Up the Approval Framework

  • Describing the Approval Framework
  • Setting Up Purchasing for Use With the Approval Framework
  • Setting Up Workflow Approvals

Creating and Approving Requisitions

  • Explaining the Requisition Business Process Flow
  • Creating Requisitions Online
  • Managing the Requester's Workbench
  • Loading Requisitions from Other Applications
  • Managing Approvals
  • Editing Requisitions
  • Delegating Approval Responsibility
  • Monitoring Approvals

Sourcing Requisitions and Creating Purchase Orders

  • Sourcing Requisitions Online
  • Sourcing Requisitions Using the Autoselect Requisitions Process
  • Building Inventory Demand Process
  • Using the Sourcing Workbench
  • Identifying Sourcing Methods
  • Configuring the PO Calculations Process
  • Configuring the Create PO Process
  • Explaining the Purge Stage Tables Process

Managing Purchase Orders

  • Explaining the PO Business Process and Structure
  • Creating and Updating Purchase Orders
  • Creating a PO 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, Change Orders, and Delete Functionality

  • Defining Receiving Setup Information and Receipt Statuses
  • Creating a Receipt with or without a Purchase Order
  • Describing How Receipts Interface with Other PS Applications
  • Describing the Receipt Accrual Process
  • Describing PO Change Templates
  • Creating, Viewing, and Processing Change Orders
  • Deleting a Purchase Order
  • Describing Requisition Change Tracking and Requisition Deletion

Configuring Additional Procurement Options

  • Describing Distribution Networks
  • Setting Up Miscellaneous Changes and Landed Costs
  • Combining Miscellaneous Charges with Items or POs
  • Setting Up Sales and Use Tax
  • Setting Up Supplier Price Adjustment Rules
  • Setting Up PO Schedule Price Adjustments

Creating and Using Purchase Contracts

  • Defining Contract Set Controls
  • Explaining Master Contracts
  • Creating Purchasing Contracts
  • Generating Contract Purchase Orders
  • Explaining Blanket Purchase Orders

Inventory Business Process Overview and Setting Up Basic Options

  • Describing Business Processes That Include PeopleSoft Inventory
  • Describing PeopleSoft Inventory Features and Functions
  • Describing PeopleSoft Inventory Integration Points Within PeopleSoft
  • Setting Up Installation Options
  • Setting Up Common Definitions
  • Using the Events and Notifications Framework

Setting Up Inventory Business Units and Facilities

  • Describing PeopleSoft Business Units
  • Classifying PeopleSoft Inventory Business Units
  • Setting Up PeopleSoft Inventory Business Units
  • Setting Up Business Unit Closure Calendars
  • Describing the Structure of Inventory Facilities
  • Setting Up Materials Storage Locations (MSLs)
  • Describing Storage Zones

Setting Up PeopleSoft Cost Management

  • Describing the Cost Flow
  • Setting Up the Cost Structure
  • Setting Up Transaction Accounting Rules
  • Describing PeopleSoft Cost Management Processes

Setting Up Inventory Items

  • Setting Up Item Control Options
  • Setting Up Items
  • Setting Up Items for a Business Unit
  • Using Item Templates
  • Loading and Copying Items
  • Performing Item Maintenance

Stocking Material (Put away)

  • Describing the Put away Options
  • Setting Up Put away Options
  • Performing the Multi-step Put away Process
  • Viewing Inventory Balances
  • Performing an Express Put away
  • Receiving Item from PeopleSoft Purchasing

Maintaining Inventory

  • Maintaining Lot-Controlled Items
  • Maintaining Storage Containers
  • Maintaining Inventory Status
  • Performing Inventory Adjustments
  • Performing Inventory Transfers
  • Analyzing Inventory

Setting Up Demand Fulfillment

  • Describing Sources of Demand
  • Describing Demand Line States
  • Describing Demand Fulfillment Methods
  • Setting Up Demand Fulfillment Options for the Business Unit
  • Setting Up Demand Fulfillment Options for Individual Items

Recording Accounting Transactions

  • Reviewing the Cost Flow Process
  • Creating Accounting Transactions

Replenishing Stock

  • Describing the Replenishment Process
  • Setting Up Replenishment Options
  • Performing the Replenishment Process

Counting Inventory Stock

  • Describing the Physical Counting Process
  • Setting Up Utilization Types for Cycle Counts
  • Setting Up Counting Events
  • Performing Counting Events

Managing Par Locations

  • Mobile Inventory Management.
  • Describing the Par Locations Process
  • Setting Up Par Location Options
  • Replenishing Par Locations
  • Maintaining Par Locations

Managing Par Locations

  • Mobile Inventory Management.
  • Describing the Par Locations Process
  • Setting Up Par Location Options
  • Replenishing Par Locations
  • Maintaining Par Locations
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