Purchasing Rel 9

What you will learn

This course will cover several of the basic features and functions of PeopleSoft Enterprise Purchasing. It also covers several advanced features such as, creating and using purchasing contracts and using commitment control in PeopleSoft Enterprise Purchasing. Plus, the key integration points with other PeopleSoft applications are discussed.

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 application and the other PeopleSoft Enterprise applications that integrate with Purchasing.

Then once you are back in your environment you'll be able to use this knowledge to begin an implementation of PeopleSoft Enterprise Purchasing.

Learn To:
  • Business process flow of PeopleSoft Enterprise Purchasing
  • PeopleSoft Enterprise Purchasing setup
  • Requisition creation
  • Requisition sourcing to create purchase orders
  • Purchase order maintenance
  • Receiving purchase order transactions
Audience
 Business Analysts
End Users
Functional Implementer
System Analysts

Course Objectives
 Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system
Set up the basic structure for using PeopleSoft Purchasing
Set up basic purchasing transactions and run processes
Set up commonly used advanced features

Course Topics
Course Overview
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
 Configuring the Vendor Set Control Page
Searching for a Vendor
Adding a New Vendor

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

Creating Requisitions
 Explaining the Requisition Business Process Flow
Describing Requisitions
Creating Requisitions Online
Managing the Requisition Reconciliation Workbench
Describing the Process to Load Requisitions from other PeopleSoft Applications

Sourcing Requisitions and Creating Purchase Orders
 Describing Sourcing
Sourcing Requisitions Online
Sourcing Requisitions by Using the Auto-select Requisitions Process
Building Inventory Demand
Using the Sourcing Workbench Component
Identifying Sourcing Methods
Configuring the PO Calculations Process
Configuring the Create PO 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 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 Other PeopleSoft Applications

Demonstrating the Change Order and Delete Functionality
 Describing the Change Order Template
Creating Change Orders for Purchase Orders
Viewing Purchase Order Change Order History
Deleting a Purchase Order
Distinguishing Between Purchase Order Cancellations and Deletions
Describing the Change Order Request Process
Describing Requisition Change Order Tracking
Describing Requisition Deletion

Configuring Additional Procurement Options
 Describing Distribution Networks
Setting Up Miscellaneous Charges/Landed Cost Templates
Combining Miscellaneous Charges with Items on Purchase Orders
Describing Procurement Cards

Setting Up Sales and Use Tax
Maintaining Price Adjustments
 Setting Up Vendor 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

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