Module 1: 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

 Module 2: Establishing Business Units and Processing Options

• Defining Installation Parameters
• Creating a PeopleSoft Purchasing Business Unit

 Module 3: Setting Up Required Table Information

• Creating Locations
• Adding Ship To Locations
• Setting Up User Preferences
• Setting Up Requesters
• Setting Up Buyers

 Module 4: Determining Supplier Basics

• Configuring the Supplier Set Control Page
• Establishing Supplier Processing Authority
• Searching for a Supplier
• Adding a New Supplier

 Module 5: Updating Approving and Inactivating Suppliers

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

 Module 6: Processing Supplier Onboarding

• Supplier Onboarding

 Module 7: Using the Approval Framework

• The Approval Framework
• Setting Up Purchasing for Use with the Approval Framework
• Setting Up Workflow Approvals

 Module 8: Creating Requisitions

• The Requisition Business Process Flow
• Requisitions
• Creating Requisitions Online
• Managing the Requester’s Workbench
• The Process to Load Requisitions from Other Applications

 Module 9: Managing Approvals

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

 Module 10: 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

 Module 11: 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

 Module 12: 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

 Module 13: Configuring Additional Procurement Options

• Describing Distribution Networks
• Setting Up Miscellaneous Charges/Landed Costs and Templates
• Combining Miscellaneous Charges with Items or Purchase Orders

 Module 14: Setting Up Sales and Use Tax

• Setting Up Sales and Use Tax

 Module 15: Maintaining Price Adjustments

• Setting Up Supplier Price Adjustment Rules
• Setting Up Purchase Order Schedule Price Adjustments

 Module 16: Creating and Using Purchasing Contracts

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

PeopleSoft Purchasing Rel 9.2 Ed 2 Course Prerequisites:

• Basic knowledge of financial accounting
• Understanding of procurement processes
• Previous hands-on experience in PeopleSoft Purchasing 9.0 or 9.1
• Familiarity with ERP systems
• Knowledge of PeopleSoft Financials Supply Chain Management suite
• Basic IT and programming skills.