Oracle Peoplesoft SCM

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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.

Peoplesoft SCM (Detailed Curriculum)

Module 1: 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

Module 2: Establishing Business Units and Processing Options

Setting Up Installation Options
Creating a PeopleSoft Purchasing Business Unit
Updating PeopleSoft Purchasing Processing Options

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 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

Module 5: 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

Module 6: Using the Approval Framework

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

Module 7: 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

Module 8: 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

Module 9: 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

Module 10: 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

Module 11: Configuring Additional Procurement Options

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

Module 12: Creating and Using Purchasing Contracts

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

Module 13: Using Procurement Cards

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

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