Purchasing Rel 8.9

What you will learn

The PeopleSoft Purchasing course covers how to create a requisition, process it through a purchase order, and ultimately receive the item or items. Learn how to setup and maintain vendor information, items, purchasing kits, and sales and use tax. Create and maintain requisitions, purchase orders, change orders, and purchasing contracts.

In addition to the basic setup, this course offers a look into the setup required to maintain commitment control for PeopleSoft Purchasing and miscellaneous charges that can be combined with items on a purchase order.

Learn To:
  • Create and maintain requisitions
  • Process a requisition through a purchase order
  • Set up and maintain vendor information
  • Create and maintain change orders
  • Create and maintain purchasing contracts
Audience
 Functional Implementer

Prerequisites
 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 Objectives
 Set up PeopleSoft Enterprise Purchasing foundation tables
Set up vendor data
Create item categories and purchasing kits
Create requisitions and source to purchase orders
Manage receipts
Manage change orders
Configure procurement options

Course Topics
Establishing Business Units and Processing Options
 Setting Up Installation Options
Creating a PeopleSoft Purchasing Business Unit
Updating PeopleSoft Purchasing Processing Options
Creating Locations
Setting Up Requesters
Setting Up Buyers

Determining Vendor Basics
 Setting Up Vendor Controls
Creating Vendors

Setting Up Purchasing Items
 Creating Item Categories
Defining Units of Measure
Creating Purchasing Items
Copying and Loading Items
Creating Purchasing Kits

Creating Requisitions
 Understanding the Requisitions Business Process Flow
Creating Requisitions
Managing Requisitions

Sourcing Requisitions and Creating Purchase Orders
 Describing Sourcing
Building Inventory Demand
Using the Sourcing Workbench
Identifying Sourcing Methods
Creating Purchase Orders

Managing Purchase Orders
 Updating Purchase Orders
Copying Purchase Orders
Dispatching Purchase Orders

Receiving with PeopleSoft Purchasing
 Creating Receipts

Creating Change Orders
 Creating Change Orders

Configuring Procurement Options
 Setting Up Miscellaneous Charges
Combining Miscellaneous Charges with Items

Setting Up Sales and Use Tax
 Setting Up Sales and Use Tax

Maintaining Price Adjustments
 Setting Up Price Adjustment Rules
Setting Up Purchase Order Price Adjustments

Managing Purchasing Contracts
 Creating Purchasing Contracts
Generating Contract Purchase Orders

Using Commitment Control in PeopleSoft Purchasing
 Enabling Commitment Control
Using Commitment Control in Purchasing