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