PeopleSoft Purchasing Rel 9.2 Ed 2

Cost $4,000

Course Code
D81085GC20

Duration
4 days

Format
Live Virtual Class

What you will learn

The PeopleSoft Purchasing Rel 9.2 course has been updated through Update Image 14. PeopleSoft Purchasing 9.2 training teaches you how to set up business units for use with requisitions, purchase orders and a variety of purchasing features. You'll learn the process of setting up a purchasing business unit, its installation options and more.

Learn To:

  • Create, approve and source requisitions.
  • Set up business units, users and buyers.
  • Create and dispatch purchase orders.
  • Create items and purchasing kits.
  • Add and approve and inactivate suppliers.
  • Process Supplier Onboarding .
  • Run Purchasing processes.
  • Perform mass buyer changes.
  • Perform advance search on Purchasing and Purchasing Requisition.
  • Use workcenter and dashboard.

Benefits to You

Better understand the key components and configuration options in PeopleSoft Purchasing so you can make improved decisions during your implementation. The Purchasing 9.2 course guides you through Purchasing processes in their logical order. Learn high-level details about the processes and important step and field-level information to perform steps to complete the processes.

Complete Purchasing Processes

You'll develop and understanding of the business unit with locations, buyers, items and suppliers to complete Purchasing processes. These processes include creating and sourcing requisitions, running purchase order calculations and creating purchase orders. Explore dispatching purchase orders, generating purchase order contracts and receiving items processes.

Additional Topics

Expert Oracle University instructors will also help you understand miscellaneous charges that can be combined with items on a purchase order, supplier setup and maintenance information, items, sales and use tax and supplier price adjustments. You'll also gain additional knowledge about commitment control and procurement cards.

Prerequisites

Required Prerequisite

  • Use control tables to enforce business rules
  • Run processes and reports.
  • Have a basic knowledge of Purchasing business practices
  • Understand basic navigation and PeopleSoft concepts.

Audience

  • End User
  • Implementer

Objectives

  • Create requisitions and source to purchase orders
  • Use the approval framework
  • Maintain price adjustments
  • Create purchase order contracts
  • Configure procurement options
  • Run purchase order processes
  • Create item categories and purchasing kits
  • Set up supplier data
  • Manage receipts
  • Manage change orders
  • Set up PeopleSoft Purchasing and Payables foundation tables
  • Process Supplier Onboarding

Topics

  • The Purchasing Business Process Overview
    • The PeopleSoft Purchasing Business Process Flow and Functionality
    • The Integration Points Between PeopleSoft Purchasing and other PeopleSoft Applications
    • The Default Hierarchy
    • Buyer WorkCenter
    • Buyer WorkCenter Dashboard
  • Establishing Business Units and Processing Options
    • Defining Installation Parameters
    • Creating a PeopleSoft Purchasing Business Unit
  • Setting Up Required Table Information
    • Creating Locations
    • Adding Ship To Locations
    • Setting Up User Preferences
    • Setting Up Requesters
    • Setting Up Buyers
  • Determining Supplier Basics
    • Configuring the Supplier Set Control Page
    • Establishing Supplier Processing Authority
    • Searching for a Supplier
    • Adding a New Supplier
  • Updating Approving and Inactivating Suppliers
    • Updating and Reviewing Supplier Name History
    • Approving Suppliers
    • Inactivating Suppliers
    • Using the Supplier Administration Center
  • Processing Supplier Onboarding
    • Supplier Onboarding
  • Using the Approval Framework
    • The Approval Framework
    • Setting Up Purchasing for Use With the Approval Framework
    • Setting Up Workflow Approvals
  • Creating Requisitions
    • The Requisition Business Process Flow
    • Requisitions
    • Creating Requisitions Online
    • Managing the Requester's Workbench
    • The Process to Load Requisitions from Other Applications
  • Managing Approvals
    • Managing Approvals
    • Editing Requisitions
    • Delegating Responsibility
    • Monitoring Approvals
  • Sourcing Requisitions and Creating Purchase Orders
    • Sourcing
    • Sourcing Requisitions Online
    • Sourcing Requisitions by Using the Autoselect Requisitions Process
    • Building Inventory Demand
    • Using the Sourcing Workbench Component
    • Identifying Sourcing Methods
    • Configuring the PO Calculations Process and Configuring the PO Create Process
    • The Purge Stage Tables Process
  • Managing Purchase Orders
    • The Purchase Order Business Process and Structure
    • Creating and Updating Purchase Orders
    • Creating a Purchase Order by Copying from Another Document
    • Using the Buyer's Workbench
    • Evaluating Options to Dispatch Purchase Orders
    • Mass Buyer Changes
    • Advanced Purchase Order and Requisition Line Search
  • Demonstrating Receiving
    • The Receiving Business Process
    • Identifying Receiving Setup Information
    • The Receiver Workbench
    • Defining Receipt Statuses
    • Creating a Receipt with a Purchase Order
    • Creating a Receipt Without a Purchase Order
    • How Purchasing Receipts Interface with PeopleSoft Applications
    • The Receipt Accrual Process
    • Purchase Order Change Templates
    • Creating Change Orders for Purchase Orders
    • Viewing Purchase Order Change Order History
    • The Change Order Request Process
    • Distinguishing Between Purchase Order Cancellations and Deletions
    • Deleting a Purchase Order
    • Requisition Change Tracking
    • Requisition Deletion
  • Configuring Additional Procurement Options
  • Setting Up Sales and Use Tax
  • Maintaining Price Adjustments
  • Creating and Using Purchasing Contracts
  •  
  •  
  • Sourcing Requisitions and Creating Purchase Orders
    • Sourcing
    • Sourcing Requisitions Online
    • Sourcing Requisitions by Using the Autoselect Requisitions Process
    • Building Inventory Demand
    • Using the Sourcing Workbench Component
    • Identifying Sourcing Methods
    • Configuring the PO Calculations Process and Configuring the PO Create Process
    • The Purge Stage Tables Process
  • Managing Purchase Orders
    • The Purchase Order Business Process and Structure
    • Creating and Updating Purchase Orders
    • Creating a Purchase Order by Copying from Another Document
    • Using the Buyer's Workbench
    • Evaluating Options to Dispatch Purchase Orders
    • Mass Buyer Changes
    • Advanced Purchase Order and Requisition Line Search
  • Demonstrating Receiving
    • The Receiving Business Process
    • Identifying Receiving Setup Information
    • The Receiver Workbench
    • Defining Receipt Statuses
    • Creating a Receipt with a Purchase Order
    • Creating a Receipt Without a Purchase Order
    • How Purchasing Receipts Interface with PeopleSoft Applications
    • The Receipt Accrual Process
    • Purchase Order Change Templates
    • Creating Change Orders for Purchase Orders
    • Viewing Purchase Order Change Order History
    • The Change Order Request Process
    • Distinguishing Between Purchase Order Cancellations and Deletions
    • Deleting a Purchase Order
    • Requisition Change Tracking
    • Requisition Deletion
  • Configuring Additional Procurement Options
  • Setting Up Sales and Use Tax
  • Maintaining Price Adjustments
  • Creating and Using Purchasing Contracts

Enroll for PeopleSoft Purchasing Rel 9.2 Ed 2

PeopleSoft Purchasing Rel 9.2 Ed 2

$4,000.00

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SKU: D81085GC20 Categories: ,

Additional information

Schedules

GTR Dec 13 2021 – Dec 16 2021 (4 days) 9:00 AM – 5:00 PM US-Pacific, Jun 20 2022 – Jun 23 2022 (4 days) 9:00 AM – 5:00 PM US-Eastern

Format

Live Virtual Class

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