PeopleSoft Purchasing Rel 9.2

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates4 $4,840Register

Course DateLocationDaysPriceRegister
Mar 27, 2018Live Virtual - 10:00 am Eastern4 $4,640Register

Course DateLocationDaysPriceRegister
Self-Paced Learning4 $4,280Register

PeopleSoft Purchasing Rel 9.2

Description: This PeopleSoft Purchasing 9.2 training teaches you how to set up business units for use with requisitions, purchase orders and a variety of purchasing features. You'll learn the process of setting up a purchasing business unit, its installation options and more.

Duration: 4 Days

Learn to:

  • Create, approve and source requisitions.
  • Set up business units, users and buyers.
  • Create and dispatch purchase orders.
  • Create items and purchasing kits.
  • Add and approve suppliers.
  • Run Purchasing processes.
  • Perform mass buyer changes.
  • Perform advance search on Purchasing and Purchasing Requisition.
  • Use workcenter and dashboard.

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:

  • A basic knowledge of Purchasing business practices
  • Able to run processes and reports


  • Functional Implementer
  • End Users

Course Objectives:

  • Use the approval framework
  • Maintain price adjustments
  • Create purchase order contracts
  • Configure procurement options
  • Create requisitions and source to purchase orders
  • Run purchase order processes
  • Create item categories and purchasing kits
  • Set up supplier data
  • Manage receipts
  • Manage change orders
  • Set up PeopleSoft Purchasing and Payables foundation tables


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

Establishing Business Units and Processing Options

  • Setting Up Installation Options
  • Creating a PeopleSoft Purchasing Business Unit
  • Updating 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 SupplierAdding a New Supplier
  • Approving 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

Using the Approval Framework

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

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 Applications

Managing Approvals

  • Managing Approvals
  • Editing Requisitions
  • Delegating Responsibility
  • Monitoring Approvals

Sourcing Requisitions and Creating Purchase Orders

  • Describing SourcingSourcing 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

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 PeopleSoft Applications
  • Describing the Receipt Accrual Process

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

Configuring Additional Procurement Options

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

Setting Up Sales and Use Tax

  • Setting Up Sales and Use Tax

Maintaining Price Adjustments

  • Setting Up Supplier Price Adjustment Rules
  • Setting Up Purchase Order Schedule Price Adjustments

Creating and Using Purchasing Contracts

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

Commitment Control in PeopleSoft Purchasing

  • Enabling Commitment Control in PeopleSoft Purchasing
  • Demonstrating Document Tolerance Checking
  • Demonstrating the Budget Checking Process

Using Procurement Cards in Purchasing

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

Finding Additional Information in the Purchasing Documentation


Course DateLocationDaysPriceRegister
Call for Classroom Training Dates4 $4,840Register

Course DateLocationDaysPriceRegister
Mar 27, 2018Live Virtual - 10:00 am Eastern4 $4,640Register

Course DateLocationDaysPriceRegister
Self-Paced Learning4 $4,280Register