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.
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.
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.
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 change orders
Set up PeopleSoft Purchasing and Payables foundation tables
Process Supplier Onboarding
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.
Describing the Purchasing Business Process Overview
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 Dashboard
Establishing Business Units and Processing Options
Defining Installation Parameters
Creating a PeopleSoft Purchasing Business Unit
Setting Up Required Table Information
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
Using the Supplier Administration Center
Processing Supplier Onboarding
Using the Approval Framework
Describing the Approval Framework
Setting Up Purchasing for Use With the Approval Framework
Setting Up Workflow Approvals
Explaining the Requisition Business Process Flow
Creating Requisitions Online
Managing the Requester's Workbench
Describing the Process to Load Requisitions from Other Applications
Sourcing Requisitions and Creating Purchase Orders
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
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