PeopleSoft Purchasing/eProcurement Accelerated Rel 9.2

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
• Buyer WorkCenter Dashboard

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 for Purchasing and eProcurement

• Configuring the Supplier Set Control Page
• Establishing Supplier Processing Authority
• Searching for a Supplier
• Adding a New Supplier
• Approving a Supplier and Inactivating Suppliers
• Viewing Supplier Name History
• Supplier Onboarding
• Using the Supplier Administration Center

Setting Up Purchasing Items for Purchasing and eProcurement

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

Using the Approval Framework and Creating Requisitions

• Describing the Approval Framework
• Setting Up Purchasing for Use With the Approval Framework
• Setting Up Workflow Approvals
• 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, Sourcing Requisitions, and Creating Purchase Orders

• Managing Approvals
• Editing Requisitions
• Delegating Responsibility and Monitoring Approvals
• Describing Sourcing
• Sourcing Requisitions Online
• Sourcing Requisitions by Using the Auto-select Requisitions Process
• Building Inventory Demand
• Using the Sourcing Workbench Component

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 Supplier Price Adjustment Rules

Creating and Using Purchasing Contracts

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

Understanding the eProcurement Business Process

• Describing PeopleSoft eProcurement Features
• Describing PeopleSoft eProcurement Integration
• Describing the PeopleSoft eProcurement Process Flow

Performing Basic Setup for eProcurement

• Establishing System Options
• Defining Processing Options for Purchasing and eProcurement
• Setting Up Codes
• Defining the Accounting Structure
• Identifying Procurement Options

Creating and Maintaining Catalogs

• Explaining How Item Catalogs are Used in eProcurement
• Creating Catalog Trees
• Establishing Catalog Security

Establishing Users and Roles

• Setting Up Users for eProcurement
• Setting Up Requesters and Buyers for eProcurement
• Establishing User Preferences for eProcurement

Using the Approval Framework and Creating Basic Requisitions in eProcurement

• Setting Up eProcurement-Specific Data for Workflow
• Describing Requisitions
• Creating Requisitions
• Using Item Favorites, Item Templates, and Direct Connect
• Creating a Special Requests
• Using Attachments
• Managing Requisitions
• Setting Up and Creating Express Item Entry

Sourcing Requisitions

• Describing the Sourcing Process Flow
• Expediting Requisitions
• Using the Quick Sourcer

Managing Purchase Orders in eProcurement

• Managing Purchase Orders
• Dispatching and Publishing Purchase Orders
• Evaluating the Message Log

Changing Requisitions and Purchase Orders

• Describing the Requisition Change Process in eProcurement
• Establishing the Requisition Change Process
• Using Change Requests in Dispatched Purchase Orders
• Creating Requisition Change Requests

Using Receipts and Returns in eProcurement

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

Using Miscellaneous Charges and Maintaining Price Adjustments in eProcurement

• Setting Up Miscellaneous Charges
• Using Miscellaneous Charges
• Setting Up Price Adjustment Rules for Suppliers
• Adding Price Adjustments to Purchase Order Schedules