Oracle Peoplesoft SCM Training

The PeopleSoft Purchasing 9.1 course describes how to set up business units for use with requisitions, purchase orders and a variety of Purchasing features. The course takes you through the process of setting up a Purchasing business unit and its installation options and then describes how you use the business unit with, for example, locations, buyers, items, and vendors to complete Purchasing processes. These processes include creating and sourcing requisitions, running purchase order calculations, and creating purchase orders. Also described in the course are the dispatch purchase orders, generate purchase order contracts, and receive items processes.

The Purchasing 9.1 course, guides you through Purchasing processes in their logical order. The course provides high-level details about the processes and important step and field-level information for performing steps to complete the processes. In addition to learning about Purchasing processes, the course describes miscellaneous charges that can be combined with items on a purchase order, vendor setup and maintenance information, items, sales and use tax, and vendor price adjustments. Also provided with the course is additional information about commitment control and procurement cards.

Peoplesoft SCM (Detailed Curriculum)

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