Oracle PeopleSoft - multisoftsystems.com · Course activities provide hands-on practice for key...

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Software Development & Education Center

Oracle PeopleSoft

Supply Chain Management

Oracle University | Contact Us: Local: 1800 103 4775 Intl: +91 80 4108 4709

Purchasing Rel 9.1

Duration: 4 Days

What you will learn

The PeopleSoft Purchasing 9.1 course describes how to set up business units for use with requisitions, purchase orders

and a variety of Purchasing features. The course takes you through the process of setting up a Purchasing business

unit and its installation options and then describes how you use the business unit with, for example, locations, buyers,

items, and vendors to complete Purchasing processes. These processes include creating and sourcing requisitions,

running purchase order calculations, and creating purchase orders. Also described in the course are the dispatch

purchase orders, generate purchase order contracts, and receive items processes.

The Purchasing 9.1 course, guides you through Purchasing processes in their logical order. The course provides

high-level details about the processes and important step and field-level information for performing steps to complete the

processes. In addition to learning about Purchasing processes, the course describes miscellaneous charges that can

be combined with items on a purchase order, vendor setup and maintenance information, items, sales and use tax, and

vendor price adjustments. Also provided with the course is additional information about commitment control and

procurement cards.

Learn To:

Create, approve, and source requisitions

Set up business units, users and buyers

Create and dispatch purchase orders

Create items and purchasing kits

Add and approve vendors

Run Purchasing processes

AudienceEnd UsersFunctional Implementer

Related Training

Required Prerequisites

Understanding of basic navigation and PeopleSoft concepts.Use of control tables to enforce business rulesIntro to PS for FMS and SCM Rel 9.1

Suggested PrerequisitesA basic knowledge of Purchasing business practicesAble to run processes and reports

Course ObjectivesSet up PeopleSoft Enterprise Purchasing and Payables foundation tablesConfigure procurement options

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Create requisitions and source to purchase ordersRun purchase order processesCreate item categories and purchasing kitsSet up vendor dataManage change ordersManage receiptsUse the approval frameworkMaintain price adjustmentsCreate purchase order contracts

Course Topics

Describing the Purchasing Business Process OverviewUnderstanding the PeopleSoft Purchasing Business Process Flow and FunctionalityUnderstanding the Integration Points between PeopleSoft Purchasing and other PeopleSoft ApplicationsUnderstanding the Default HierarchyFinding Information About PeopleSoft Purchasing in PeopleBooks

Establishing Business Units and Processing OptionsSetting Up Installation OptionsCreating a PeopleSoft Purchasing Business UnitUpdating PeopleSoft Purchasing Processing Options

Setting Up Required Table InformationCreating LocationsAdding Ship To LocationsSetting Up User PreferencesSetting Up RequestersSetting Up Buyers

Determining Vendor BasicsConfiguring the Vendor Set Control PageEstablishing Vendor Processing AuthoritySearching for a VendorAdding a New VendorApproving a VendorUpdating and Reviewing Vendor Name History

Setting Up Purchasing ItemsCreating Item CategoriesCreating Purchasing ItemsCopying and Loading ItemsIdentifying Sourcing MethodsCreating Purchase OrdersApproving ItemsCreating Units of Measure


Setting Up a Purchasing Kit

Using the Approval FrameworkDescribing the Approval FrameworkSetting Up Purchasing for Use With the Approval FrameworkSetting Up Workflow Approvals

Creating RequisitionsExplaining the Requisition Business Process FlowDescribing RequisitionsCreating Requisitions OnlineManaging the Requester's WorkbenchDescribing the Process to Load Requisitions from Other Applications

Managing ApprovalsManaging ApprovalsEditing RequisitionsDelegating ResponsibilityMonitoring Approvals

Sourcing Requisitions and Creating Purchase OrdersDescribing SourcingSourcing Requisitions OnlineSourcing Requisitions by Using the Autoselect Requisitions ProcessBuilding Inventory DemandUsing the Sourcing Workbench ComponentIdentifying Sourcing MethodsConfiguring the PO Calculations and the Create PO ProcessExplaining the Purge Stage Tables Process

Managing Purchase OrdersSetting Up Sales and Use TaxExplaining the Purchase Order Business Process and StructureCreating and Updating Purchase OrdersCreating a Purchase Order by Copying from Another DocumentUsing the Buyer's WorkbenchEvaluating Options to Dispatch Purchase OrdersDispatching Purchase Orders

Demonstrating ReceivingDescribing the Receiving Business ProcessIdentifying Receiving Setup InformationDefining Receipt StatusesCreating a Receipt with a Purchase OrderCreating a Receipt Without a Purchase OrderDescribing How Purchasing Receipts Interface with PeopleSoft ApplicationsDescribing the Receipt Accrual Process

Demonstrating the Change Order and Delete FunctionalityDescribing Purchase Order Change TemplatesCreating Change Orders for Purchase OrdersViewing Purchase Order Change Order History


Describing the Change Order Request ProcessDistinguishing Between Purchase Order Cancellations and DeletionsDeleting a Purchase OrderDescribing Requisition Change TrackingDescribing Requisition Deletion

Configuring Additional Procurement OptionsDescribing Distribution NetworksSetting Up Miscellaneous Charges/Landed Costs and TemplatesCombining Miscellaneous Charges with Items or Purchase Orders

Setting Up Sales and Use TaxSetting Up Sales and Use Tax

Maintaining Price AdjustmentsSetting Up Vendor Price Adjustment RulesSetting Up Purchase Order Schedule Price Adjustment

Creating and Using Purchasing ContractsDefining Contract Set ControlsExplaining Master ContractsCreating Purchasing ContractsGenerating Contract Purchase OrdersExplaining Blanket Purchase Orders

Commitment Control in PeopleSoft PurchasingEnabling Commitment Control in PeopleSoft PurchasingDescribing Document Tolerance CheckingDescribing the Budget Checking Proces

Using Procurement CardsDescribing Procurement Cards Setting Up Procurement CardsLoading and Staging Procurement Card Information



Inventory Rel 9.1

Duration: 4 Days

What you will learn

There is a focus on implementation considerations for PeopleSoft Inventory throughout this course, along with setting up

item definitions, stocking material, maintaining warehouse stock, fulfilling demand, managing shipments, recording costs

for inventory transactions, replenishing stock, counting inventory stock, transferring stock, and managing par locations.

In this course, you learn to efficiently manage and accurately report on inventory stock. The course provides plenty of

hands-on exercises to discover how to design an inventory management structure and keep track of inventory

movement.

Learn To:

Set up your inventory system

Receive stock into PeopleSoft Inventory

Perform inventory maintenance

Ship stock using demand fulfillment

Perform counts of inventory stock

Transfer stock between business units

AudienceEnd UsersFunctional Implementer

PrerequisitesRequired PrerequisitesAble to run processes and reports

Basic knowledge of inventory management

Understanding basic navigation and PeopleSoft concepts

Understanding of basic navigation and PeopleSoft concepts

Use of control tables to enforce business rules

Suggested PrerequisitesIntro to PS for FMS and SCM Rel 9.1

Course ObjectivesIdentify the basic features and functions of PeopleSoft InventoryDefine PeopleSoft Inventory setupDescribe the stocking processDescribe inventory maintenance optionsDescribe demand fulfillment





Describe the replenishment processDescribe the physical counting processDescribe par location optionsUsing PeopleSoft Cost ManagementMaintaining item definitionsTransferring stock

Course Topics

Business Process OverviewDescribing Business Processes That Include PeopleSoft InventoryDescribing PeopleSoft Inventory Features and FunctionsDescribing PeopleSoft Inventory Integration Points within PeopleSoftDescribing Sources of Information about PeopleSoft Inventory

Setting Up Basic OptionsSetting Up Installation OptionsSetting Up Common DefinitionsUsing the Events and Notifications Framework

Setting Up Inventory Business UnitsDescribing PeopleSoft Business UnitsClassifying PeopleSoft Inventory Business UnitsSetting Up PeopleSoft Inventory Business UnitsSetting Up Business Unit Closure Calendars

Setting Up Inventory FacilitiesDescribing the Structure of Inventory FacilitiesSetting Up Material Storage Locations (MSLs)Describing Storage Zones

Setting Up PeopleSoft Cost ManagementDescribing the Cost FlowSetting Up the Cost StructureSetting Up Transaction Accounting RulesDescribing PeopleSoft Cost Management Processes

Setting Up Inventory ItemsSetting Up Item Control OptionsSetting Up ItemsSetting Up Items for a Business UnitUsing Item TemplatesLoading and Copying ItemsPerforming Item Maintenance

Stocking Material (Putaway)Describing Putaway OptionsSetting Up Putaway OptionsPerforming the Multi-Step Putaway ProcessViewing Inventory BalancesPerforming an Express Putaway


Receiving Items from PeopleSoft Purchasing

Maintaining InventoryMaintaining Lot-Controlled ItemsMaintaining Storage ContainersMaintaining Item StatusPerforming Inventory AdjustmentsPerforming Inventory TransfersAnalyzing Inventory

Setting Up Demand FulfillmentDescribing Sources of DemandDescribing Demand Line StatesDescribing Demand Fulfillment MethodsSetting Up Demand Fulfillment Options for the Business UnitSetting Up Demand Fulfillment Options for Individual Items

Creating Stock RequestsUnderstanding Orders in Demand FulfillmentCreating Material Stock RequestsCreating Material Stock Requests from a Third-Party SystemManaging Material Stock Requests

Reserving Stock for ShipmentDiscussing Reservation TerminologyDescribing Reservation OptionsSetting Up Reservation and Backorder RulesUsing the Reserve Materials ProcessUsing the Online Reservation ProcessPre-Allocating DemandUsing the Shortage Workbench

Picking Stock for ShipmentDescribing Order Release and Picking OptionsUsing the Order Release Request ProcessUsing the Picking Feedback and Confirmations

Shipping StockDescribing Shipping OptionsUsing the Shipping/Issues ComponentUsing the Express Issue ComponentUsing the Deplete On Hand Quantity Requests ProcessDescribing Shipping Documents

Using Auto and Direct Processing in Demand FulfillmentUtilizing Direct and Auto ProcessingUsing Auto ProcessingUnderstanding Direct ProcessingUsing Direct Processing with Ship Request Process PagesUsing Direct Processing with the Fulfillment WorkbenchUsing Direct Processing with EIPsProcessing Transaction Requests


Using Advanced Features in Demand FulfillmentDeferring DepletionsUsing the Undo Fulfillment FeatureUsing the Delivery Management FeatureReceiving Freight Calculations from Third-Party Providers

Recording Accounting TransactionsReviewing the Cost Flow ProcessCreating Accounting Transactions

Replenishing StockDescribing the Replenishment ProcessSetting Up Replenishment OptionsPerforming the Replenishment Process

Counting Inventory StockDescribing the Physical Counting ProcessSetting Up Utilization Types for Cycle CountsSetting Up Counting EventsPerforming Counting Events

Transferring Stock Between Business UnitsSetting Up Basic Parameters for Interunit TransfersSetting Up Transfer PricingPerforming Interunit TransfersDescribing Interunit Expense Issues

Managing Par LocationsDescribing the Par Location ProcessSetting Up Par Location OptionsReplenishing Par LocationsMaintaining Par LocationsDescribing Material Usage



eProcurement Rel 9.1

Duration: 4 Days

What you will learn

The eProcurement 9.1 course, guides you through eProcurement processes in their logical order. The course provides

high-level details about the processes and important step and field-level information for performing steps to complete the

processes. In addition to learning about eProcurement processes, the course describes miscellaneous charges that can

be combined with items on a purchase order, vendor setup and maintenance information, items, and vendor price

adjustments.

Course activities provide hands-on practice for key PeopleSoft eProcurement processes. Activities are also provided for

vendor receipts and returns, miscellaneous charges, and vendor price adjustments. The course provides information

about Verity searches, Direct Connect suppliers, express forms, and procurement cards.

Learn to:

Set up business units, users, and role actions

Add and approve suppliers

Manage requisition and purchase order changes

Create item categories and catalogs

Manage workflow approvals

Create, approve, and source requisitions

AudienceAdministratorEnd Users

PrerequisitesRequired PrerequisitesUnderstanding of basic navigation and PeopleSoft concepts

Course ObjectivesCreate requisitions and purchase ordersSource requisitions Establish requesters and buyersSetup user and role actionsCreate suppliersSetup change templatesManage requisition and purchase order changesDefine approval workflow informationCreate receipts and returnsSetup miscellaneous chargesMaintain price adjustmentsSetup eProcurement business units and suppliers





Course Topics

Performing Basic Setup for PeopleSoft eProcurementEstablishing System OptionsCreating Business UnitsDefining Processing Options for Business Units

Creating SuppliersDefining Vendor ControlsCreating Vendor ProfilesApproving Vendors

Creating Items, Item Categories, and CatalogsCreating Item Categories and Units of MeasureCreate Purchasing ItemsCreating Catalog Trees

Establishing Users and User RolesDefining UsersDefining Requesters and BuyersEstablishing User PreferencesDefining User Roles

Managing ApprovalsSetting Up Specific Data for eProcurement ApprovalsApproving and Denying RequisitionsDelegating Approval Responsibility

Processing RequisitionsCreating Requisitions and Express RequisitionsCreating Special RequestsSourcing Requisitions to Purchase OrdersExpediting RequisitionsUsing the Quick Sourcer to Source RequisitionsUsing the Sourcing Workbench

Managing Purchase Orders and Change RequestsDispatching and Publishing Purchase OrdersReviewing Message LogsUsing Change Requests in Dispatched Purchase OrdersCreating Requisition Change RequestRunning the Change Purchase Order ProcessDispatching Changed Purchase Orders

Using Receipts and Returns in eProcurementReceiving and Rejecting ItemsReturning Items to VendorsReceiving Items as a Power User

Setting Up Miscellaneous ChargesDefining a Miscellaneous ChargeUsing Miscellaneous Charges


Maintaining Price AdjustmentsSetting Up Price Adjustment Rules for VendorsAdding a Price Adjustment for a Vendor and for a Purchase Order Schedule



Billing Rel 9.1

Duration: 4 Days

What you will learn

This course teaches you to use Enterprise Billing to customize, calculate, and submit invoices in multiple currencies and

languages. Learn to manage bill cycles and streamline processes, creating a billing system that reflects the way you do

business. You will learn to maintain customers, enter bills online, create consolidated and recurring bills, use

accumulations, generate invoices, deferred revenue, and unbilled revenue accrual. In addition, you will learn to create

InterUnit customers and bills, manage installment bills, and run reports.

Learn To:

Maintain customers

Enter bills online

Work with billing interfaces

Generate invoices

Create InterUnit customers and bills

AudienceFunctional Implementer

Prerequisites

Required Prerequisites

Understanding of relational databasesUse of control tables to enforce business rulesUnderstanding of basic navigation and PeopleSoft conceptsAble to run processes and reportsIntro to PS for FMS and SCM Rel 9.1

Course ObjectivesUse accumulationsGenerate invoicesAdjust billsGenerate deferred revenueGenerate unbilled revenue accrualCreate InterUnit customers and billsManage installment billsResearch billsMaintain customersEnter bills onlineCreate consolidated billsWork with billing interfacesCreate recurring billsCopy a group of bills





Course Topics

Setting Up Shared TablesDescribing the PeopleSoft Table StructureDescribing PeopleSoft Billing Business UnitsCreating SetIDsSetting Up Installation Options and User PreferencesDescribing Subcustomer QualifiersSetting Up Accounting and Payment TermsSelecting Remit To Addresses

Setting Up PeopleSoft Billing TablesSetting Up Charge Codes and Units of MeasureSetting Up Discounts and SurchargesDescribing Workflow DurationSetting Up Sales and Use Tax

Designing InvoicesDescribing Invoice SetupDefining Billing SpecialistsDefining Bill Inquiry Phone NumbersCreating NotesStructuring Invoice NumbersDefining Sort Options for Invoice LinesCreating Summarization TemplatesDefining Bill-By Identifiers and Billing Cycles

Setting Up PeopleSoft Billing DefaultsSetting Up Accounting Display TemplatesSetting Up a Page SeriesSetting Up Default Options for a SetIDSetting Up Bill TypesSetting Up Bill SourcesSetting Up System Level Default Options

Maintaining Customer InformationDescribing Customer Roles and InformationDescribing Contact InformationSetting Up Customers Using Quick Customer Create

Entering Bills OnlineDescribing the Standard Online Bill Entry ProcessEntering Bill Information OnlineCreating Express BillsViewing Bill Summary InformationApproval Framework for Invoices

Distributing Consolidated InvoicesDescribing Invoice ConsolidationCreating Consolidated Bill HeadersAttaching and Detaching Bills to Consolidated Headers


Importing DataDescribing the Import Data ProcessDescribing the Billing Interface Staging TablesDescribing the Status of Data in the Staging TablesReviewing Data in the Staging TablesDescribing the Billing Interface Process

Distributing InvoicesDescribing the Invoice Generation Process FlowChanging the Status of a BillDescribing Finalization OptionsDescribing the Finalization ProcessPrinting an Invoice and Reprinting InvoicesGenerating an Invoice Register ReportLocating Bills

Loading Receivable and General Ledger InformationDescribing the Post Invoice ProcessRunning the Currency Conversion ProcessRunning the Pre-Load ProcessRunning the Load GL Accounting Entries ProcessRunning the Load AR Pending Items ProcessDescribing the Budget Checking ProcessDescribing the Single Action Invoice ProcessRegenerating Reports After Processing Invoices

Posting Billing Transactions to the General LedgerDescribing the Journal Generator Process FlowDescribing Journal Generator SetupGenerating Journal EntriesReviewing Journal Entries

Adjusting InvoicesDescribing Invoice Adjustment OptionsAdjusting InvoicesAdjusting Invoice LinesViewing Adjustment History

Recognizing RevenueSetting Up Accounting for Deferred RevenueSetting Up Accrual Options for Unbilled RevenueRunning the Process to Accrue Unbilled Revenue

Integrating with PeopleSoft Order ManagementImporting Data From PeopleSoft Order ManagementDescribing Direct InvoicingProcessing RMAs

Integrating Through PeopleSoft ContractsDescribing PeopleSoft Billing IntegrationUsing the Billing WorksheetDescribing the PeopleSoft Project Costing and Contracts Interface


Describing PeopleSoft CRM Integration

Integrating with PeopleSoft Asset ManagementDescribing PeopleSoft Asset Management IntegrationSetting Up PeopleSoft Asset Management Integration

Copying Invoices and Generating Recurring InvoicesDescribing the Options to Copy an InvoiceGenerating Recurring Invoices



Industry Interface Program

Projects

Modular Assignments Mini Projects 1 Major Project

Domains / Industry

Retail Industry Banking & Finance Service E-Commerce Manufacturing & Production Web Application Development Research & Analytics HR & Consultancy FMCG Consumer Electronics Event Management Industry Telecom


Training & Performance Tracking

Knowledge related to current technology aspects and corporate level deliverable &Continuous training and assessment to make you industry ready. Throughout the TrainingCurriculum Candidate will go through a Scheduled Assessment Process as below: Continues Assessments Practical Workshops Modular Assignments Case Studies & Analysis Presentations (Latest Trends & Technologies) Tech Seminars Technical Viva Observing live Models of various projects Domain Specific Industry Projects


Skills Development WorkshopCommunication is something which all of us do from the very first day of our life, yet thereis a question that haunts us most of the time “Did I express myself correctly in such andsuch situation?” The answer to this question is really tricky, because in some cases weleave our signatures and good impression but in some others we even fail to get our ideaclearly. It happens mostly because we don’t know how to act in certain situations. Everytime we fail we don’t lose completely, we do learn something, but prior knowledge of thesame thing could be more beneficial because then we could have turned that failure intosuccess.The course / workshop would focus at many aspects of personality, like:

Building positive relationships with peers & seniors Building self-confidence & Developing clear communication skills Exploring and working on factors that help or hinder effective interpersonalcommunication Learning impacts of non-verbal behavior & Dealing with difficult situations anddifficult people

Workshops Consists of Following Activities: Personality Development Group Discussions & Debates Seminars & Presentations Case Studies & Analysis Corporate Communication Development HR & Interview Skills Management Games & Simulations Aptitude, Logical & Reasoning Assessments & Development

Oracle PeopleSoft - multisoftsystems.com · Course activities provide hands-on practice for key...

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