Module 1: Performing Basic Setup for PeopleSoft eProcurement

• Establishing System Options
• Creating Business Units
• Defining Processing Options for Business Units

 Module 2: Creating Suppliers

• Defining Supplier Controls
• Creating Supplier Profiles

 Module 3: Approving, Updating and Inactivating Suppliers

• Approving Suppliers
• Updating and Reviewing Supplier Name History
• Defining Supplier Audit
• Inactivating Suppliers
• Using the Supplier Administration Center

 Module 4: Processing Supplier Onboarding

• Configuring Supplier Registration
• Registering, Managing, and Approving Suppliers
• Registering Online
• Managing Invitations
• Managing Approvals
• Review Registration History

 Module 5: Creating Items, Item Categories, and Catalogs

• Creating Item Categories and Units of Measure
• Create Purchasing Items
• Creating Catalog Trees
• Establishing Users and User Roles

 Module 6: Establishing Users and User Roles

• Defining Users
• Defining Requesters and Buyers
• Establishing User Preferences
• Defining User Roles

 Module 7: Managing Approvals

• Setting Up Specific Data for eProcurement Approvals
• Approving and Denying Requisitions
• Delegating Approval Responsibility

 Module 8: Processing Requisitions

• Creating Requisitions and Express Item Entry
• Creating Special Requests
• Sourcing Requisitions to Purchase Orders
• Expediting Requisitions
• Using the Sourcing Workbench

 Module 9: Managing Purchase Orders and Change Requests

• Dispatching and Publishing Purchase Orders
• Reviewing Message Logs
• Using Change Requests in Dispatched Purchase Orders
• Creating Requisition Change Request
• Running the Change Purchase Order Process
• Dispatching Changed Purchase Orders

 Module 10: Using Receipts and Returns in eProcurement

• Receiving and Rejecting Items
• Returning Items to Suppliers
• Receiving Items as a Power User

 Module 11: Setting Up Miscellaneous Charges

• Defining a Miscellaneous Charge

 Module 12: Maintaining Price Adjustments

• Setting Up Price Adjustment Rules for Suppliers
• Adding a Price Adjustment for a Supplier and for a Purchase Order Schedule

PeopleSoft eProcurement Rel 9.2 Ed 2 Course Prerequisites:

• Familiarity with PeopleSoft Basics and Navigation
• Knowledge of PeopleSoft Purchasing
• Understanding of PeopleSoft Suppliers and Procurement Workflows
• Basic skills in SQL and PS Query
• Experience with eProcurement terminology
• Knowledge of eProcurement processes, purchase orders, and eSettlements