PeopleSoft - Course Details

PPAR91 Purchasing / Payables Accelerated Rel 9.1

PeopleSoft Course Description:
The Payables portion of the course provides a basic understanding of implementing and managing the PeopleSoft Payables application. From setting up system tables to running Payables reports, you learn the different voucher types and how to copy information into vouchers using purchase orders. The course also introduces you to contract vouchers and recurring vouchers and how to process vouchers through PayCycle and posting payments. You learn how to manage data through mass updates and inquiries and the basics of Journal Generator and how to send accounting entries to the general ledger. This course also covers how to review accounting entries and other Payables information and how to define rules for entering and processing payables transactions and follow the flow of external and internal invoices from vendor to voucher to payment to general ledger accounting entries.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
End Users,Functional Implementer
PeopleSoft Course Prerequisite:
Understanding of basic navigation and PeopleSoft concepts,Able to run processes and reports,Use of control tables to enforce business rules,Understanding of basic navigation and PeopleSoft concepts,Use of control tables to enforce business rules
Course Content:
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
Establishing Business Units and Processing Options
  • Defining Installation Parameters
  • Creating PeopleSoft Purchasing Business Units
  • Creating PeopleSoft Purchasing Processing Options
Setting Up Required Table Information
  • Creating Locations
  • Adding Ship To Locations
  • Setting Up User Preferences
  • Setting Up Requesters
  • Setting Up Buyers
Determining Vendor Basics
  • Configuring the Vendor Set Control Page
  • Searching for a Vendor
  • Adding a New Vendor
  • Approving a Vendor
  • Viewing Vendor Name History
Setting Up Purchasing Items
  • Creating Item Categories
  • Creating Purchasing Items
  • Copying and Loading Items
  • Approving Items
  • Creating Units of Measure
  • Setting Up a Purchasing Kit
Creating Requisitions
  • Explaining the Requisition Business Process Flow
  • Describing Requisitions
  • Creating Requisitions Online
  • Managing the Requester's Workbench
  • Describing the Process to Load Requisitions from Other PeopleSoft Applications
Sourcing Requisitions and Creating Purchase Orders
  • Describing Sourcing
  • Sourcing Requisitions Online
  • Sourcing Requisitions by Using the Auto-select Requisitions Process
  • Building Inventory Demand
  • Using the Sourcing Workbench Component
  • Identifying Sourcing Methods
  • Configuring the PO Calculations Process
  • Configuring the Create PO Process
Managing Purchase Orders
  • 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
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 Other PeopleSoft Applications
  • Describing the Receipt Accrual Process
Demonstrating the Change Order and Delete Functionality
  • Describing 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
Configuring Additional Procurement Options
  • Describing Distribution Networks
  • Setting Up Miscellaneous Charges/Landed Cost Templates
  • Combining Miscellaneous Charges with Items on Purchase Orders
 
Defining Core Tables
  • Setting Installation Options
  • Utilizing TableSets
  • Establishing User Preferences
  • Creating Locations
  • Identifying Currency Options
  • Defining ChartFields
  • Creating Accounting Entry Templates
  • Setting Up Sales and Use Tax Options
Setting Up Payables Business Units
  • Identifying General Ledger Business Units
  • Viewing Commitment Control Options
  • Creating a Payables Definition
  • Modifying Payables Options
Defining Banks
  • Identifying Common Banking Terms
  • Identifying the Basic Steps of Bank Setup
  • Defining Banks
  • Setting up Bank Branches
  • Defining External Accounts
Setting up Payment Data
  • Entering Payment Terms
  • Setting up Additional Payment Data
Adding Vendors
  • Explaining Vendors
  • Establishing Vendor Information
  • Adding Vendors
  • Explaining Vendor Conversations
  • Deactivating Vendors
Entering Miscellaneous Data
  • Enabling Entry Events
  • Defining Landed Costs
Processing Vouchers
  • Identifying Voucher Basics
  • Identifying Voucher Types
  • Manually Uploading Vouchers
  • Creating Quick Invoice Entries
  • Closing, Unposting and Deleting Vouchers
  • Updating Open Items
  • Correcting Voucher Errors
  • Approving Vouchers
Utilizing Control Groups
  • Creating Control Groups
  • Deleting a Control Group
  • Running the Control Group Register
Creating Voucher Contracts
  • Describing Voucher Contracts
  • Establishing Contract Set Controls
  • Defining Voucher Contracts
  • Closing Voucher Contracts
  • Processing Batch Vouchers
Creating a Pay Cycle
  • Identifying Payment Creation Steps
  • Running the Pay Cycle
  • Viewing Payment References
  • Creating a Manual Positive Payment
  • Managing Trouble Shooting
Matching
  • Explaining Matching
  • Entering Match Rules and Tolerances
  • Creating Debit Memos
  • Viewing Matching Reports