PeopleSoft Purchasing / Payables Accelerated Rel 9.2

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates5 $9,680Register


Course DateLocationDaysPriceRegister
Oct 23, 2017Live Virtual - 9:30 am Eastern5 $9,280Register


PeopleSoft Purchasing / Payables Accelerated Rel 9.2

Description: This PeopleSoft Purchasing / Payables Accelerated Rel 9.2 training explores Purchasing Rel 9.2 and Payables Rel 9.2, beginning with the process of setting up a Purchasing business unit and its installation options.

Duration: 5 Days

Learn to:

  • Work with vouchers.
  • Create, approve and source requisitions.
  • Define suppliers.
  • Manage purchase orders and receipts.
  • Create purchasing contracts.
  • Set up control tables.
  • Manage data through mass updates and inquiries.
  • Understand the basics of Journal Generator and how to send accounting entries to the general ledger.
  • Dispatch purchase orders, generate purchase order contracts and receive items processes.
  • Understand miscellaneous charges that can be combined with items on a purchase order, supplier setup and maintenance information, items, sales and use tax and supplier price adjustments.

Required Prerequisites:

  • Understanding of basic navigation and PeopleSoft concepts.
  • Use of control tables to enforce business rules
  • Intro to PS for FMS and SCM Rel 9.1

Suggested Prerequisites:

  • Able to run processes and reports
  • Understanding of basic navigation and PeopleSoft concepts
  • Use of control tables to enforce business rules

Audience:

  • Functional Implementer
  • End Users

Course Objectives:

  • Set up basic purchasing transactions and run processes
  • Set up commonly used advanced features
  • Set up the basic structure for using PeopleSoft Purchasing
  • Analyze PeopleSoft Payables data
  • Construct PeopleSoft Payables transactions
  • Describe PeopleSoft Payables
  • Explain PeopleSoft reporting tools
  • Identify the way PeopleSoft stores data
  • Manage PeopleSoft Payables processes
  • Set up Payables data
  • Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system

Topics:

Set up basic purchasing transactions and run processes

  • Set up commonly used advanced features
  • Set up the basic structure for using PeopleSoft Purchasing
  • Analyze PeopleSoft Payables data
  • Construct PeopleSoft Payables transactions
  • Describe PeopleSoft Payables
  • Explain PeopleSoft reporting tools
  • Identify the way PeopleSoft stores data
  • Manage PeopleSoft Payables processes
  • Set up Payables data
  • Describe the business process flow and basic functionality of the Enterprise PeopleSoft Purchasing system

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 Supplier Basics

  • Configuring the Supplier Set Control Page
  • Establishing Supplier Processing Authority
  • Searching for a Supplier
  • Adding a New Supplier
  • Approving a Supplier
  • Updating and Reviewing Supplier Name History

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
  • Setting Up Item Substitutions in Procurement

Creating Requisitions

  • Explaining the Requisition Business Process Flow
  • Describing Requisitions
  • Creating Requisitions Online
  • Managing the Requester's 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
  • Identifying Sourcing Methods
  • Configuring the PO Calculations and the Create PO Process
  • Explaining the Purge Stage Tables Process

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 Buyer's Workbench
  • Evaluating Options to Dispatch Purchase Orders
  • Understanding the Buyer Workcenter and Dashboard
  • Performing Mass Buyer Changes
  • Advance Search on PO and Purchasing Requistion

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 Other PeopleSoft Applications
  • Describing the Receipt Accrual Process

Demonstrating the Change Order and Delete Functionality

  • Describing 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

Configuring Additional Procurement Options

  • Describing Distribution Networks
  • Setting Up Miscellaneous Charges/Landed Cost Templates
  • Combining Miscellaneous Charges with Items on Purchase Orders

Defining Core Tables

  • Setting Installation Options
  • Utilizing TableSets
  • Establishing User Preferences
  • Creating Locations
  • Identifying Currency Options
  • Defining ChartFields
  • Creating Accounting Entry Templates
  • Setting Up Sales and Use Tax Options

Setting Up Payables Business Units

  • Identifying General Ledger Business Units
  • Creating a Payables Definition
  • Creating a Payables Definition
  • Modifying Payables Options
  • Utilizing TableSets

Defining Banks

  • Identifying Common Banking Terms
  • Identifying the Basic Steps of Bank Setup
  • Defining Banks
  • Setting up Bank Branches
  • Defining External Accounts

Setting up Payment Data

  • Entering Payment Terms
  • Setting up Additional Payment Data
  • Defining Bank Replacement Rules

Adding Suppliers

  • Explaining Suppliers
  • Establishing Supplier Information
  • Adding Suppliers
  • Explaining Supplier Conversations
  • Inactivating Suppliers

Defining Miscellaneous Data

  • Entering Miscellaneous Data
  • Enabling Entry Events
  • Setting up On-Demand Processing

Creating Vouchers

  • Identifying Voucher Basics
  • Identifying Voucher Types
  • Uploading Vouchers Manually
  • Creating Quick Invoice Entries

Utilizing Control Groups

  • Creating Control Groups
  • Deleting a Control Group
  • Running the Control Group Register

Creating Voucher Contracts

  • Describing Voucher Contracts
  • Establishing Contract Set Controls
  • Defining Voucher Contracts
  • Closing Voucher Contracts
  • Processing Batch Vouchers

Creating a Pay Cycle

  • Identifying Payment Creation Steps
  • Running the Pay Cycle
  • Viewing Payment References
  • Creating a Manual Positive Payment
  • Managing Trouble Shooting
  • Posting Payments

Matching

  • Explaining Matching
  • Entering Match Rules and Tolerances
  • Creating Debit Memos
  • Viewing Matching Reports

 

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates5 $9,680Register


Course DateLocationDaysPriceRegister
Oct 23, 2017Live Virtual - 9:30 am Eastern5 $9,280Register