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1-PO 8.9 Set Up Guide (FINAL)

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PeopleSoft 8.9 - Purchasing
1. MANAGE SET UP TASKS
Overview: You can create implementation projects based on products and features or based on business
processes and features.
In the Create New Project By group box, click Products to select from a list of different products and related
features for your implementation. Click Business Processes to select from a list of business processes and
their associated underlying features.
Products are PeopleSoft modules like General Ledger, Purchasing, and Accounts Payable. Examples of
related features for Purchasing would be Vendor Set Up, Vendor Contracts, Requisitions and Purchase Orders.
The Manage Implementation process will identify all of the necessary set up to install the selected Products.
Business Processes are processes performed with in a Product. For example, Receiving will be a subset of
the Set Up required for the entire Purchasing Module.
1: Review Set Up Tasks
Navigation: PeopleTools > Setup Manager > Manage Implementation Projects
The Manage Implementation Projects page will display (Figure 1)
Figure 1
There is already an existing IBIS Project.
1-PO 8.9 Set Up Guide (FINAL)
1
© 2006 – SpearMC Management Consulting, Inc.
PeopleSoft 8.9 - Purchasing
Click
to display the Manage Set Up Tasks Summary page (Figure 2)
Figure 2
This page contains a list of the Set Up Tasks to be completed, the Navigation to the set up pages, the
PeopleSoft Products Affected, and Features Affected.
Click the Set Up Task link to open the set up page.
Click the
next to the Set Up task to open PeopleBooks online help.
Click the Products Affected or Features Affected link to view the entire list.
1-PO 8.9 Set Up Guide (FINAL)
2
© 2006 – SpearMC Management Consulting, Inc.
PeopleSoft 8.9 - Purchasing
Click
to view the Tracking page (Figure 3)
Figure 3
This page allows you to Assign the tasks, track the Start and End Dates, enter Comments
task, the specify a Percent Complete.
Click
Related to the
to view the Task Details page (Figure 4)
Figure 4
This page contains additional details about the tasks. Most importantly is Load Method. For example, set up
can be entered manually Online, or loaded using an automated process like Component Interface.
1-PO 8.9 Set Up Guide (FINAL)
3
© 2006 – SpearMC Management Consulting, Inc.
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