The PeopleSoft Purchasing course covers how to create a requisition, process it through a purchase order, and ultimately receive the item or items. Learn how to setup and maintain vendor information, items, purchasing kits, and sales and use tax. Create and maintain requisitions, purchase orders, change orders, and purchasing contracts. In addition to the basic setup, this course offers a look into the setup required to maintain commitment control for PeopleSoft Purchasing and miscellaneous charges that can be combined with items on a purchase order. Learn To: - Create and maintain requisitions - Process a requisition through a purchase order - Set up and maintain vendor information - Create and maintain change orders - Create and maintain purchasing contracts

Target Audience
Functional Implementer

Key Topics

• Establishing Business Units and Processing Options
• - Setting Up Installation Options
• - Creating a PeopleSoft Purchasing Business Unit
• - Updating PeopleSoft Purchasing Processing Options
• - Creating Locations
• - Setting Up Requesters
• - Setting Up Buyers
• Determining Vendor Basics
• - Setting Up Vendor Controls
• - Creating Vendors
• Setting Up Purchasing Items
• - Creating Item Categories
• - Defining Units of Measure
• - Creating Purchasing Items
• - Copying and Loading Items
• - Creating Purchasing Kits
• Creating Requisitions
• - Understanding the Requisitions Business Process Flow
• - Creating Requisitions
• - Managing Requisitions
• Sourcing Requisitions and Creating Purchase Orders
• - Describing Sourcing
• - Building Inventory Demand
• - Using the Sourcing Workbench
• - Identifying Sourcing Methods
• - Creating Purchase Orders
• Managing Purchase Orders
• - Updating Purchase Orders
• - Copying Purchase Orders
• - Dispatching Purchase Orders
• Receiving with PeopleSoft Purchasing
• - Creating Receipts
• Creating Change Orders
• - Creating Change Orders
• Configuring Procurement Options
• - Setting Up Miscellaneous Charges
• - Combining Miscellaneous Charges with Items
• Setting Up Sales and Use Tax
• - Setting Up Sales and Use Tax
• Maintaining Price Adjustments
• - Setting Up Price Adjustment Rules
• - Setting Up Purchase Order Price Adjustments
• Managing Purchasing Contracts
• - Creating Purchasing Contracts
• - Generating Contract Purchase Orders
• Using Commitment Control in PeopleSoft Purchasing
• - Enabling Commitment Control
• - Using Commitment Control in Purchasing

Objectives

• Set up PeopleSoft Enterprise Purchasing foundation tables
• Set up vendor data
• Create item categories and purchasing kits
• Create requisitions and source to purchase orders
• Manage receipts
• Manage change orders
• Configure procurement options

Required Skills/Experience

• Understanding of basic navigation and PeopleSoft concepts
• Use of control tables to enforce business rules
• Intro to PS for FMS and SCM Rel 8.9

Fee: $3,000.00

Course Schedule:
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Austin

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Charlotte

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Columbia

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Hunt Valley

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Lansing

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Madison

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Milwaukee

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Minneapolis

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Oak Brook

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Oklahoma City

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Phoenix

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Raleigh

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San Antonio

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Schaumburg

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Tulsa

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Washington DC

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