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