Purchasing Rel 9

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

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

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

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

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