Purchasing Rel 9.1

The PeopleSoft Purchasing 9.1 course describes how to set up business units for use with requisitions, purchase orders and a variety of Purchasing features. The course takes you through the process of setting up a Purchasing business unit and its installation options and then describes how you use the business unit with, for example, locations, buyers, items, and vendors to complete Purchasing processes. These processes include creating and sourcing requisitions, running purchase order calculations, and creating purchase orders. Also described in the course are the dispatch purchase orders, generate purchase order contracts, and receive items processes.

The Purchasing 9.1 course, guides you through Purchasing processes in their logical order. The course provides high-level details about the processes and important step and field-level information for performing steps to complete the processes. In addition to learning about Purchasing processes, the course describes miscellaneous charges that can be combined with items on a purchase order, vendor setup and maintenance information, items, sales and use tax, and vendor price adjustments. Also provided with the course is additional information about commitment control and procurement cards.

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 vendors
• Run Purchasing processes

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

• Functional Implementer
• End Users

Course Topics Describing the Purchasing 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

• Setting Up Installation Options
• Creating a PeopleSoft Purchasing Business Unit
• Updating 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
• Establishing Vendor Processing Authority
• Searching for a Vendor
• Adding a New Vendor
• Approving a Vendor
• Updating and Reviewing Vendor Name History

Setting Up Purchasing Items

• Creating Item Categories
• Creating Purchasing Items
• Copying and Loading Items
• Identifying Sourcing Methods
• Creating Purchase Orders
• Approving Items
• Creating Units of Measure
• Setting Up a Purchasing Kit

Using the Approval Framework

• Describing the Approval Framework
• Setting Up Purchasing for Use With the Approval Framework
• Setting Up Workflow Approvals

Creating Requisitions

• 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

• Managing Approvals
• Editing Requisitions
• Delegating Responsibility
• Monitoring Approvals

Sourcing Requisitions and Creating Purchase Orders

• Describing 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 and the Create PO Process
• Explaining the Purge Stage Tables Process

Managing Purchase Orders

• Setting Up Sales and Use Tax
• Explaining 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
• Dispatching 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 Sales and Use Tax

Maintaining Price Adjustments

• Setting Up Vendor Price Adjustment Rules
• Setting Up Purchase Order Schedule Price Adjustment

Creating and Using Purchasing Contracts

• Defining Contract Set Controls
• Explaining Master Contracts
• Creating Purchasing Contracts
• Generating Contract Purchase Orders
• Explaining Blanket Purchase Orders

Commitment Control in PeopleSoft Purchasing

• Enabling Commitment Control in PeopleSoft Purchasing
• Describing Document Tolerance Checking
• Describing the Budget Checking Proces

Using Procurement Cards

• Describing Procurement Cards
• Setting Up Procurement Cards
• Loading and Staging Procurement Card Information

Course Objectives

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