PeopleSoft eProcurement Rel 9.2

Course Details
Code:
D81724GC20
Tuition (USD):
$3,600.00 • Classroom (4 days)
GSA (USD):
$3,083.12 • Classroom (4 days)

This PeopleSoft eProcurement Rel 9.2 training teaches you about eProcurement processes. It also describes miscellaneous charges that can be combined with items on a purchase order, supplier setup and maintenance information, items and supplier price adjustments.

Learn To:

  • Set up business units, users, and role actions.
  • Add and approve suppliers.
  • Manage requisition and purchase order changes.
  • Create item categories and catalogs.
  • Manage workflow approvals.
  • Create, approve and source requisitions.

Benefits to You

You'll learn to use the major features of PeopleSoft eProcurement, which you can apply and build on when you return to your own business environment. Become familiar with the entire process of creating a requisition and dispatching a purchase order. Activities throughout the course provide stepwise examples that simulate scenarios in businesses like yours.

Participate in Hands-On Exercises

Course activities provide hands-on practice for key PeopleSoft eProcurement processes. Activities are also provided for supplier receipts and returns, miscellaneous charges and supplier price adjustments. This course provides information about Direct Connect suppliers, express forms and procurement cards.

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

  • Understand 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, Updating and Inactivating Suppliers

  • Approving Suppliers
  • Updating and Reviewing Supplier Name History
  • Defining Supplier Audit
  • Inactivating Suppliers
  • Using the Supplier Administration Center

Processing Supplier Onboarding

  • Configuring Supplier Registration
  • Registering, Managing, and Approving Suppliers
  • Registering Online
  • Managing Invitations
  • Managing Approvals
  • Review Registration History

Creating Items, Item Categories, and Catalogs

  • Creating Item Categories and Units of Measure
  • Create Purchasing Items
  • Creating Catalog Trees
  • Establishing Users and User Roles

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 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
Course Details
Code:
D81724GC20
Tuition (USD):
$3,600.00 • Classroom (4 days)
GSA (USD):
$3,083.12 • Classroom (4 days)