Purchasing / eProcurement Accelerated Rel 9

Total time
Logo Oracle University

Need more information? Get more details on the site of the provider.

Starting dates and places

There are no known starting dates for this product.

Description

This course will cover several of the basic features and functions of PeopleSoft Enterprise Purchasing. It also covers several advanced features such as, creating and using purchasing contracts and using commitment control in PeopleSoft Enterprise Purchasing. Plus, the key integration points with other PeopleSoft applications are discussed.

With the knowledge you gain from taking the course and exercising the extensive amount of activities in the course, you'll leave the class having a good overall understanding of the Purchasing application and the other PeopleSoft Enterprise applications that integrate with Purchasing.

Then once you are back in your environment you'll be able to use this k…

Read the complete description

Frequently asked questions

There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.

This course will cover several of the basic features and functions of PeopleSoft Enterprise Purchasing. It also covers several advanced features such as, creating and using purchasing contracts and using commitment control in PeopleSoft Enterprise Purchasing. Plus, the key integration points with other PeopleSoft applications are discussed.

With the knowledge you gain from taking the course and exercising the extensive amount of activities in the course, you'll leave the class having a good overall understanding of the Purchasing application and the other PeopleSoft Enterprise applications that integrate with Purchasing.

Then once you are back in your environment you'll be able to use this knowledge to begin an implementation of PeopleSoft Enterprise Purchasing.

Additionally, you learn about the basic setup required for implementing PeopleSoft eProcurement. This set up includes the business unit, vendors, and purchasing items. You gain knowledge of how the requisition to purchase order process flow is completed. This perspective helps you with implementation decisions on how to set up your system, and also helps you in creating your business process practices.

This course also covers direct connect setup, and how the system handles the changes created for requisitions. You learn how approval workflow is utilized with the PeopleSoft eProcurement application. The topics that cover process flows are designed to give you the overall vision of what the product can do for you to aid with your decision-making during implementation.

Learn to:
  • Setup eProcurement
  • Setup Purchasing
  • Requisition creation
  • Set up buyers, suppliers, and items
  • Use approval workflow
  • Create basic and advanced requisitions

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
  • Business Analysts
  • Functional Implementer
  • System Analysts
  • End Users

Course Topics 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
  • Defining Installation Parameters
  • Creating PeopleSoft Purchasing Business Units
  • Creating 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
  • Searching for a Vendor
  • Adding a New Vendor
Setting Up Purchasing Items
  • Creating Item Categories
  • Creating Purchasing Items
  • Copying and Loading Items
  • Approving Items
  • Creating Units of Measure
  • Setting Up a Purchasing Kit
Creating Requisitions
  • Explaining the Requisition Business Process Flow
  • Describing Requisitions
  • Creating Requisitions Online
  • Managing the Requisition Reconciliation Workbench
  • Describing the Process to Load Requisitions from other PeopleSoft Applications
Sourcing Requisitions and Creating Purchase Orders
  • Describing Sourcing
  • Sourcing Requisitions Online
  • Sourcing Requisitions by Using the Auto-select Requisitions Process
  • Building Inventory Demand
  • Using the Sourcing Workbench Component
Managing Purchase Orders
  • Explaining the Purchase Order Business Process and Structure
  • Creating and Updating Purchase Orders
  • Creating a Purchase Order by Copying from Another Document
  • Using the Purchase Order Reconciliation Workbench
  • Evaluating Options to Dispatch Purchase Orders
Performing Basic Setup
  • Establishing System Options
  • Creating Business Units
  • Define Processing Options for Purchasing and eProcurement
  • Setting Up Codes
  • Defining the Accounting Structure
Creating Suppliers
  • Setting Up Vendor Controls
  • Creating Vendor Profiles
Using Items and Categories
  • Populating Item Master Tables
  • Create Item Categories
  • Creating Units of Measure
Creating and Maintaining Catalogs
  • Explaining How Item Catalogs are Used in eProcurement
  • Creating Catalog Trees
  • Establishing Catalog Security
Establishing Users and Roles
  • Setting Up Users for eProcurement
  • Setting Up Requesters and buyers for eProcurement
  • Establishing User Preferences for eProcurement
Managing Approvals
  • Managing Approvals
  • Editing Requisitions
  • Delegating Responsibility
  • Monitoring Approvals

Course Objectives
  • Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system
  • Set up the basic structure for using PeopleSoft Purchasing
  • Set up basic purchasing transactions and run processes
  • Set up commonly used advanced features
  • Create requisitions and purchase orders
  • Setup and create change orders
  • Receive items
  • Setup eProcurement business units and vendors
  • Create items, categories, and catalogs
  • Define users and role actions

There are no reviews yet.

Share your review

Do you have experience with this course? Submit your review and help other people make the right choice. As a thank you for your effort we will donate $1.- to Stichting Edukans.

There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.