Purchasing / eProcurement Accelerated Rel 9.1

Course Details
Code:
D49982GC20
Tuition (USD):
$7,200.00 • Classroom (5 days)
GSA (USD):
$5,755.16 • Classroom (5 days)

This course covers the basic features and functions of PeopleSoft Enterprise Purchasing and PeopleSoft Enterprise eProcurement. The course covers several advanced features, such as creating and using requsitions and purchase orders in both Purchasing and eProcurement. Plus, the course describes the key integration points with other PeopleSoft applications. With the knowledge you gain from taking the course and exercising the extensive amount of activities in the course, you'll leave the class having a good overall understanding of the Purchasing and eProcurement applications and better prepared to use the applications for your organization.

You learn about the basic setup required for implementing PeopleSoft Purchasing and eProcurement such as setting up business units, vendors, purchasing items, and users. You gain knowledge about how the requisition to purchase order process flow is completed in both applications including approval workflow, sourcing requisitions, and managing purchase orders. This perspective helps you with implementation decisions on how to set up your system, and also helps you in creating your business process practices. Also covered in the course are the basics of Direct Connect and online procurement from suppliers.

Learn To:
  • Requisition creation
  • Set up buyers, suppliers, and items
  • Use approval workflow
  • Create basic and advanced requisitions
  • Setup eProcurement
  • Setup Purchasing

Skills Gained

  • Set up basic purchasing transactions and run processes
  • Set up commonly used advanced features
  • Create requisitions and purchase orders
  • Setup and create change orders
  • Receive items
  • Setup eProcurement business units and vendors
  • Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system
  • Create items, categories, and catalogs
  • Define users and role actions
  • Set up the basic structure for using PeopleSoft Purchasing

Who Can Benefit

  • Business Analysts
  • End Users
  • Functional Implementer
  • System Analysts

Prerequisites

  • Able to run processes and reports
  • 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
  • Finding Information About PeopleSoft Purchasing in Peoplebooks

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 Vendor Basics for Purchasing and eProcurement

  • Configuring the Vendor Set Control Page
  • Searching for a Vendor
  • Adding a New Vendor
  • Approving a Vendor
  • Viewing Vendor Name History

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 Purchase Order Reconciliation Workbench
  • Evaluating Options to Dispatch Purchase Orders

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 Vendor 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
  • Describing How to Find Information About PeopleSoft eProcurement in PeopleBooks

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 Requisitions

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 Vendors
  • 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 Vendors
  • Adding Price Adjustments to Purchase Order Schedules
Course Details
Code:
D49982GC20
Tuition (USD):
$7,200.00 • Classroom (5 days)
GSA (USD):
$5,755.16 • Classroom (5 days)