PeopleSoft Purchasing / Payables Accelerated Rel 9.2

Course Details
Code:
PPL-PURCH-ACC-92
Tuition (USD):
$7,200.00 • Classroom (5 days)
GSA (USD):
$5,755.16 • Classroom (5 days)

This PeopleSoft Purchasing / Payables Accelerated Rel 9.2 training explores Purchasing Rel 9.2 and Payables Rel 9.2, beginning with the process of setting up a Purchasing business unit and its installation options. Expert Oracle University instructors will then describe how you use the business unit with locations, buyers, items and suppliers to complete Purchasing processes.

Learn To:

  • Work with vouchers.
  • Create, approve and source requisitions.
  • Define suppliers.
  • Manage purchase orders and receipts.
  • Create purchasing contracts.
  • Set up control tables.
  • Manage data through mass updates and inquiries.
  • Understand the basics of Journal Generator and how to send accounting entries to the general ledger.
  • Dispatch purchase orders, generate purchase order contracts and receive items processes.
  • 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.

Benefits to You

You'll learn how to use the major features of both PeopleSoft Purchasing and PeopleSoft Payables, which you can apply and build on when you return to your own business environment. Activities throughout the course provide stepwise examples that simulate scenarios in businesses like yours. These processes include creating and sourcing requisitions, running purchase order calculations and creating purchase orders.

Managing the PeopleSoft Payables Application

The Payables portion of the course helps you develop a basic understanding of implementing and managing the PeopleSoft Payables application. From setting up system tables to running Payables reports, you'll learn about the different voucher types and how to copy information into vouchers using purchase orders. You'll be introduced to contract vouchers and recurring vouchers and how to process vouchers through PayCycle and posting payments.

Review Accounting Entries

Expert Oracle University instructors will also teach you how to review accounting entries and other Payables information. See how to 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.

Skills Gained

  • Set up basic purchasing transactions and run processes
  • Set up commonly used advanced features
  • Set up the basic structure for using PeopleSoft Purchasing
  • Analyze PeopleSoft Payables data
  • Construct PeopleSoft Payables transactions
  • Describe PeopleSoft Payables
  • Explain PeopleSoft reporting tools
  • Identify the way PeopleSoft stores data
  • Manage PeopleSoft Payables processes
  • Set up Payables data
  • Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system

Who Can Benefit

  • End Users
  • Functional Implementer

Prerequisites

  • Understanding of basic navigation and PeopleSoft concepts.
  • Able to run processes and reports
  • Use of control tables to enforce business rules
  • Understanding of basic navigation and PeopleSoft concepts
  • Use of control tables to enforce business rules

Course Details

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

Establishing Business Units and Processing Options

  • Defining Installation Parameters
  • Creating PeopleSoft Purchasing Business Units
  • Creating PeopleSoft Purchasing Processing Options

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
  • Approving a Supplier
  • Updating and Reviewing Supplier Name History

Setting Up Purchasing Items

  • Creating Item Categories
  • Creating Purchasing Items
  • Copying and Loading Items
  • Approving Items
  • Creating Units of Measure
  • Setting Up a Purchasing Kit
  • Setting Up Item Substitutions in Procurement

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 PeopleSoft Applications

Sourcing Requisitions and Creating Purchase Orders

  • Describing Sourcing
  • Sourcing Requisitions Online
  • Sourcing Requisitions by Using the Auto-select Requisitions Process
  • Building Inventory Demand
  • Using the Sourcing Workbench Component
  • Identifying Sourcing Methods
  • Configuring the PO Calculations and the Create PO 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
  • Understanding the Buyer Workcenter and Dashboard
  • Performing Mass Buyer Changes
  • Advance Search on PO and Purchasing Requistion

Demonstrating Receiving

  • Describing the Receiving Business Process
  • Identifying Receiving Setup Information
  • Defining Receipt Statuses
  • Creating a Receipt with a Purchase Order
  • Creating a Receipt Without a Purchase Order
  • Describing How Purchasing Receipts Interface with Other PeopleSoft Applications
  • Describing the Receipt Accrual Process

Demonstrating the Change Order and Delete Functionality

  • Describing 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 Cost Templates
  • Combining Miscellaneous Charges with Items on Purchase Orders

Defining Core Tables

  • Setting Installation Options
  • Utilizing TableSets
  • Establishing User Preferences
  • Creating Locations
  • Identifying Currency Options
  • Defining ChartFields
  • Creating Accounting Entry Templates
  • Setting Up Sales and Use Tax Options

Setting Up Payables Business Units

  • Identifying General Ledger Business Units
  • Creating a Payables Definition
  • Creating a Payables Definition
  • Modifying 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
  • Inactivating Suppliers

Defining Miscellaneous Data

  • Entering Miscellaneous Data
  • Enabling Entry Events
  • Setting up On-Demand Processing

Creating Vouchers

  • Identifying Voucher Basics
  • Identifying Voucher Types
  • Uploading Vouchers Manually
  • Creating Quick Invoice Entries

Utilizing Control Groups

  • Creating Control Groups
  • Deleting a Control Group
  • Running the Control Group Register

Creating Voucher Contracts

  • Describing Voucher Contracts
  • Establishing Contract Set Controls
  • Defining Voucher Contracts
  • Closing Voucher Contracts
  • Processing Batch Vouchers

Creating a Pay Cycle

  • Identifying Payment Creation Steps
  • Running the Pay Cycle
  • Viewing Payment References
  • Creating a Manual Positive Payment
  • Managing Trouble Shooting
  • Posting Payments

Matching

  • Explaining Matching
  • Entering Match Rules and Tolerances
  • Creating Debit Memos
  • Viewing Matching Reports
Course Details
Code:
PPL-PURCH-ACC-92
Tuition (USD):
$7,200.00 • Classroom (5 days)
GSA (USD):
$5,755.16 • Classroom (5 days)