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Oracle Training

PeopleSoft Purchasing Rel 9.2 (Training On Demand)

Course Details
Code: D88446GC10
Tuition (USD): $3,260.00 $3,097.00 • Self Paced (4 days)
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Course Details
GSA (USD): $2,791.94 • Self Paced (4 days)

This 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.

Learn To:

  • 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 suppliers.
  • 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.

Additional Topics

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.

Skills Gained

  • 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 receipts
  • Manage change orders
  • Set up PeopleSoft Purchasing and Payables foundation tables
  • Process Supplier Onboarding


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

Course Details

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

Establishing Business Units and Processing Options

  • Setting Up Installation Options
  • Creating a PeopleSoft Purchasing Business Unit
  • Updating 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 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

Using the Approval Framework

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

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 Applications

Managing Approvals

  • Managing Approvals
  • Editing Requisitions
  • Delegating Responsibility
  • Monitoring Approvals

Sourcing Requisitions and Creating Purchase Orders

  • Describing Sourcing
  • 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 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 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

Creating and Using Purchasing Contracts

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

Commitment Control in PeopleSoft Purchasing

  • Enabling Commitment Control in PeopleSoft Purchasing
  • Demonstrating Document Tolerance Checking
  • Demonstrating the Budget Checking Process

Using Procurement Cards in Purchasing

  • Describing Procurement Cards
  • Setting Up Procurement Cards
  • Loading and Staging Procurement Card Information

Finding Additional Information in the Purchasing Documentation