eProcurement rel 8.9

Description:

This course begins with the basic setup required for implementing PeopleSoft eProcurement. This set up includes the business unit, vendors, and purchasing items. You will gain knowledge of how the requisition to purchase order process flow is completed. This perspective will aid you with implementation decisions on how to set up your system, and aid you in creating your business process practices.

The class will also cover direct connect setup, and how the system handles the changes created for requisitions. You will also learn how approval workflow is utilized with the PeopleSoft eProcurement application. The topics that cover process flows are designed to give you the overall vision of what the product can do for you to aid with your decision-making during implementation.

Learn to:

• Set up business units and vendors
• Purchase items
• Use approval workflow
• Transact from a requisition to a purchase order

Audience:

Functional Implementer

Objectives:

• Describe PeopleSoft eProcurement
• Organize setup to meet your company’s needs
• Determine procedures for catalog maintenance
• Construct user and workflow information
• Determine the defaults in the requisition to purchase order process
• Set up procedures for change orders
• Set up return to vendor procedures

Prerequisites:

Required Prerequisites:
Intro to PS for FMS and SCM Rel 8.9

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

Topics:

Describing the PeopleSoft eProcurement business process
Describing the advantages of PeopleSoft eProcurement
Describing the features of PeopleSoft eProcurement
Describing the PeopleSoft eProcurement Integration

Performing Basic Setup
Establishing overall system options
Defining purchasing options
Setting up codes
Defining accounting structure
Identifying procurement options

Creating Suppliers
Setting up vendor controls
Creating vendor profiles

Using Catalogs and Items
Identifying setup for item master tables
Creating item categories
Creating units of measure
Creating purchasing items
Copying and load items
Approving items
Defining advanced item creation

Creating and Maintaining Catalogs
Creating catalog trees
Establishing catalog security

Establishing Users and Roles
Defining user setup within eProcurement
Setting up procurement buyers and requesters
Establishing user preferences

Defining Approval Workflow
Identify the approval workflow process
Setting up eProcurement specific data
Configuring email approvals
Using the approval monitor

Determining Defaults in Basic Requisitions
Describing requisitions
Analyzing requisitions
Defining favorites
Defining templates
Identifying web requisitions
Defining special requests
Adding attachments and comments
Managing requisitions

Constructing Advanced Requisitions
Setting up express requisitions

Verifying Approvals
Managing approvals
Editing requisitions
Reassigning responsibility
Monitoring Approvals

Sourcing Requisitions
Defining sourcing process flow
Using Expedite Requisitions
Performing Quick Sourcer
Changing sourcing staging tables manually

Analyzing Purchase Order Management
Managing purchase orders
Dispatching and publishing purchase orders
Evaluating the message log

Setting up Change Orders
Deciding how to make a change
Creating a procedure for changes
Inquiring change requests
Making a purchase order change

Using Receipts and Returns
Receiving items in PeopleSoft eProcurement
Returning items to vendor
Describing receiving for power users

Configuring Miscellaneous Charges
Setting up miscellaneous charges templates
Combining miscellaneous charges with items and purchase orders
Describing procurement cards

Maintaining Price Adjustments
Setting up vendor price adjustment rules
Setting up purchase order schedule price adjustments