Procurement for Supply Chain Management Rel 8.10

Description:

This 5 day course consists of hands-on instruction on procurement functionality for stock and expense-related purchases in a manufacturing environment, a distribution environment, or both. Students will learn how to enter and manage purchase orders, process receipts, match vouchers, and perform other procurement functions including an integrated case study. Procurement for Supply Chain Management 8.10 provides organizations with a deeper understanding of how to reduce operational costs with an integrated procurement process. This course covers releases Xe, 8.0, 8.9 and 8.10. Note that the user interface has changed in the later releases to all web, but the main concepts covered are the same at all releases.

Audience:

Functional Implementer

Objectives:

• Suppliers and Supplier Pricing
• Stock and Non stock Purchasing
• Blanket and Quote Orders
• Requisitions
• Purchase Orders
• Receipts
• Procurement Reporting and Inquiries

Prerequisites:

Required Prerequisites:
Common Foundation Rel 8.11
Items and Supplies Rel 8.10

Topics:

Describing the Procurement Business Process, Purchase Order (PO) Mgmt. Process & Functions
Procure to Pay Cycle
Procurement System Integration

Describing Purchase Order Management Features
Purchasing Methods
Features of the Procurement System

Describing Purchase Order Management Functions
Procurement Tables

Describing Sources of Information About PeopleSoft EnterpriseOne Procurement in PeopleBooks
Implementation and Business Process Information

Identifying Item Requirements for Procurement Integration
Item Master
Procurement Item Requirements
Purchasing Classification Codes

Determining Costing Levels and Methods
Cost Information
Cost Levels
Cost Methods
Purchasing Price Levels

Creating Non-Stock Item Master Records
Non-Stock Items
Non-Stock Item Master

Describing the Supplier Master
Supplier Master
Supplier Record

Creating Supplier Master Records
Establishing Address Book Records
Voucher Information
Supplier Purchasing Instructions

Describing the Purchase Order Process
Procurement Process
Purchase Order Entry Program

Purchase Order Entry Program
Purchase Order Processing Options

Describing Purchase Order Entry
Order Entry Process
Purchase Order Parts

Creating Purchase Orders
Purchase Order Header
Supplier Information
Purchase Order Detail
Methods of Entry
Default Information

Using Additional Order Entry Features
Duplicate Orders
Multiple Account Distributions
Cancel

Describing Procurement System Settings
Procurement System Requirements
Procurement Constants

Establishing Procurement Constants
Branch/Plant Constants
System Constants
Application Constants

Identifying the Purchasing Next Numbers
Next Numbers

Identifying Basic Procurement Setup Components
Procurement Setup Components
User Defined Codes and Category Codes

Setting Up Document Type Information
Order Document Types

Defining Line Type Information
Order Line Types
Procurement Line Types
Line Type Setup
Inventory Interface

Defining Reporting Codes
Purchasing Reporting Codes

Describing Order Activity Rules
Definition
Order Activity Rule Example