PeopleSoft eProcurement Rel 9.2

Understanding of basic navigation and PeopleSoft concepts

Skills Gained

  • Establish requesters and buyers
  • Setup user and role actions
  • Create suppliers
  • Setup change templates
  • Manage requisition and purchase order changes
  • Define approval workflow information
  • Create receipts and returns
  • Setup miscellaneous charges
  • Maintain price adjustments
  • Setup eProcurement business units and suppliers
  • Source requisitions
  • Create requisitions and purchase orders

Who Can Benefit

  • Administrator
  • End Users

Prerequisites

  • Understanding of basic navigation and PeopleSoft concepts

Course Details

Performing Basic Setup for PeopleSoft eProcurement

  • Establishing System Options
  • Creating Business Units
  • Defining Processing Options for Business Units

Creating Suppliers

  • Defining Supplier Controls
  • Creating Supplier Profiles
  • Approving Suppliers

Creating Items, Item Categories, and Catalogs

  • Creating Item Categories and Units of Measure
  • Create Purchasing Items
  • Creating Catalog Trees

Establishing Users and User Roles

  • Defining Users
  • Defining Requesters and Buyers
  • Establishing User Preferences
  • Defining User Roles

Managing Approvals

  • Setting Up Specific Data for eProcurement Approvals
  • Approving and Denying Requisitions
  • Delegating Approval Responsibility

Processing Requisitions

  • Creating Requisitions and Express Item Entry
  • Creating Special Requests
  • Sourcing Requisitions to Purchase Orders
  • Expediting Requisitions
  • Using the Quick Sourcer to Source Requisitions
  • Using the Sourcing Workbench

Managing Purchase Orders and Change Requests

  • Dispatching and Publishing Purchase Orders
  • Reviewing Message Logs
  • Using Change Requests in Dispatched Purchase Orders
  • Creating Requisition Change Request
  • Running the Change Purchase Order Process
  • Dispatching Changed Purchase Orders

Using Receipts and Returns in eProcurement

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

Setting Up Miscellaneous Charges

  • Defining a Miscellaneous Charge
  • Using Miscellaneous Charges

Maintaining Price Adjustments

  • Setting Up Price Adjustment Rules for Suppliers
  • Adding a Price Adjustment for a Supplier and for a Purchase Order Schedule