PeopleSoft Purchasing Rel 9.2 Ed 2

Duration : 4 Days (32 Hours)

PeopleSoft Purchasing Rel 9.2 Ed 2 Course Overview:

The PeopleSoft Purchasing Rel 9.2 Ed 2 certification sets a distinguished benchmark of proficiency for individuals engaged with PeopleSoft Purchasing software. It attests to the holder’s adept grasp of adeptly managing procurement activities and enhancing procurement workflows via the software. Mastery is evaluated through comprehension of vital principles encompassing requisition and purchase order lifecycles, supplier management, and sourcing. Industries adopt this certification to ascertain their workforce’s prowess in leveraging the software for streamlined purchasing operations, cost reduction, and fortified vendor relationships. It stands as a widely recognized gauge across sectors like manufacturing, retail, and services, where effective procurement processes hold paramount significance.

Intended Audience:

  • Purchasing Managers and staff.
  • Inventory Managers.
  • Supply Chain officers.
  • Finance Managers.
  • Business Analysts.
  • IT Professionals managing PeopleSoft Purchasing systems.
  • Existing PeopleSoft users seeking to upgrade knowledge.
  • Professionals aspiring to learn Enterprise Resource Planning (ERP) systems.

Learning Objectives of PeopleSoft Purchasing Rel 9.2 Ed 2:

The primary aims of the PeopleSoft Purchasing Rel 9.2 Ed 2 course are to facilitate learners in grasping the fundamental functionalities and applications inherent to PeopleSoft purchasing. This encompasses a comprehensive understanding of purchasing business processes, acquisition of setup item knowledge, and proficiency in generating, sustaining, and overseeing purchase orders and receipts. Participants will also gain competence in supplier management, optimizing purchasing procedures, and harnessing approval framework workflows. The curriculum further intends to empower learners with the ability to construct purchasing queries and adeptly employ the dashboard setup for personalized workspace enhancement.

 Module 1: The Purchasing Business Process Overview

  • The PeopleSoft Purchasing Business Process Flow and Functionality
  • The Integration Points Between PeopleSoft Purchasing and other PeopleSoft Applications
  • The Default Hierarchy
  • Buyer WorkCenter
  • Buyer WorkCenter Dashboard

 Module 2: Establishing Business Units and Processing Options

  • Defining Installation Parameters
  • Creating a PeopleSoft Purchasing Business Unit

 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 Supplier Basics

  • Configuring the Supplier Set Control Page
  • Establishing Supplier Processing Authority
  • Searching for a Supplier
  • Adding a New Supplier

 Module 5: Updating Approving and Inactivating Suppliers

  • Updating and Reviewing Supplier Name History
  • Approving Suppliers
  • Inactivating Suppliers
  • Using the Supplier Administration Center

 Module 6: Processing Supplier Onboarding

  • Supplier Onboarding

 Module 7: Using the Approval Framework

  • The Approval Framework
  • Setting Up Purchasing for Use with the Approval Framework
  • Setting Up Workflow Approvals

 Module 8: Creating Requisitions

  • The Requisition Business Process Flow
  • Requisitions
  • Creating Requisitions Online
  • Managing the Requester’s Workbench
  • The Process to Load Requisitions from Other Applications

 Module 9: Managing Approvals

  • Managing Approvals
  • Editing Requisitions
  • Delegating Responsibility
  • Monitoring Approvals

 Module 10: Sourcing Requisitions and Creating Purchase Orders

  • 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 Process and Configuring the PO Create Process
  • The Purge Stage Tables Process

 Module 11: Managing Purchase Orders

  • 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
  • Mass Buyer Changes
  • Advanced Purchase Order and Requisition Line Search

 Module 12: Demonstrating Receiving

  • The Receiving Business Process
  • Identifying Receiving Setup Information
  • The Receiver Workbench
  • Defining Receipt Statuses
  • Creating a Receipt with a Purchase Order
  • Creating a Receipt Without a Purchase Order
  • How Purchasing Receipts Interface with PeopleSoft Applications
  • The Receipt Accrual Process
  • Purchase Order Change Templates
  • Creating Change Orders for Purchase Orders
  • Viewing Purchase Order Change Order History
  • The Change Order Request Process
  • Distinguishing Between Purchase Order Cancellations and Deletions
  • Deleting a Purchase Order
  • Requisition Change Tracking
  • Requisition Deletion

 Module 13: Configuring Additional Procurement Options

  • Describing Distribution Networks
  • Setting Up Miscellaneous Charges/Landed Costs and Templates
  • Combining Miscellaneous Charges with Items or Purchase Orders

 Module 14: Setting Up Sales and Use Tax

  • Setting Up Sales and Use Tax

 Module 15: Maintaining Price Adjustments

  • Setting Up Supplier Price Adjustment Rules
  • Setting Up Purchase Order Schedule Price Adjustments

 Module 16: Creating and Using Purchasing Contracts

  • Defining Contract Set Controls
  • Explaining Master Contracts
  • Creating Purchasing Contracts
  • Generating Contract Purchase Orders
  • Explaining Blanket Purchase Orders

PeopleSoft Purchasing Rel 9.2 Ed 2 Course Prerequisites:

• Basic knowledge of financial accounting
• Understanding of procurement processes
• Previous hands-on experience in PeopleSoft Purchasing 9.0 or 9.1
• Familiarity with ERP systems
• Knowledge of PeopleSoft Financials Supply Chain Management suite
• Basic IT and programming skills.

Discover the perfect fit for your learning journey

Choose Learning Modality

Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability


  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention


  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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