SpearMC
PeopleSoft Purchasing v8.9 Training Agenda
Purpose: Developed for implementation team members and functional end users, PeopleSoft
Purchasing v8.9 training quickly introduces students to the set-up considerations, configuration,
and transactional processing components of the PO modules. Through scenarios, real-world
experiences from implementors, and hands-on activities, students gain an understanding of how
to establish, process and report on procurement transactions.
Prerequisites: Intro to PeopleSoft v8.9 Financials Training
Section 1: Purchasing Building Blocks (20 hours)

Using PeopleTools Setup Manager in PeopleSoft v8.9
o Manage Implementation Projects

Purchasing Business Unit Set Up and Configuration
o Purchasing Processing Options
o Purchasing Business Unit Definition
o eProcurement Business Unit Options

Purchasing Configuration Value Set Up
o Locations
o Units of Measure
o Freight Terms
o Ship Via Codes
o Ship To Codes
o PO Origin Codes
o Buyers
o Requesters
o User Preferences
o Standard Comment Types
o Standard Comments
o Vendor Set Controls
o Contract Set Controls
o RFQ Required Rule
o Change Order Template
o Match Rules
o Match Rule Controls
o Category Codes
o Item Numbering Control

Vendor Set Up
o Vendor Identifying Information
o Vendor Addresses
o Vendor Locations
o Vendor Contacts
o Maintain Vendors
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Confidential PeopleSoft 8.9 Training Agenda – © 2006 SpearMC Management Consulting, Inc.
SpearMC
PeopleSoft Purchasing v8.9 Training Agenda


Items
o
o
o
Item Definition
Item Purchasing Attributes
Item Catalog Set Up
Purchasing Contracts
o Open Item Contracts
o Line Item Contracts
o Other Contract Options
Section 2: Procurement Processes (10 hours)

Creating Requisitions
o Enter Requisitions using the Item Catalog
o Enter Special Request Requisitions
o Create Requisitions Using Templates and Favorites
o Using Manage Requisition Page

Create Purchase Orders from Approved Requisitions
o Create Purchase Orders using Requisition Expediter
o Create Purchase Orders using PO Auto Source Process Batch Process

PO Maintenance
o Enter PO Header Information
o Enter PO Line Information
o Enter PO Schedule Line Information
o Enter PO Distribution Line Information
o Dispatch PO From The PO Page

Dispatch Purchase Orders
o Batch Dispatch Process

Changing and Canceling Purchase Orders
o Create Change Order Using a Change Request
o Approve Change Request and Build a Change Order
o Create Change Orders Online
o Cancel Purchase Orders

Receiving
o Receive From Manage Requisition Page
o Receive Purchase Order From Manage Receipts Page
o Cancel Receipt
o Return To Vendor Processing
Page 2 of 3
Confidential PeopleSoft 8.9 Training Agenda – © 2006 SpearMC Management Consulting, Inc.
SpearMC
PeopleSoft Purchasing v8.9 Training Agenda
Section 3: Inquiries and Reports, and Other Topics (2 hours)

Inquiries and Reports
o Purchasing Delivered Inquiry Screens
o Purchasing Delivered Reports

Other Topics
o Requisition Workflow
o ChartFields Cross Walk
Page 3 of 3
Confidential PeopleSoft 8.9 Training Agenda – © 2006 SpearMC Management Consulting, Inc.