Peoplesoft 9.2 Approval Framework

Replay of PeopleSoft Approval Framework Webinar held on March 14, 2017. Presented by Arnav and hosted by PeopleSoft Tutorial team. For more details go to htt. .Attachment framework provided in version 9.1.PeopleSoft 9.2 extends capability to additional transactions –Expenses –Receivables –eBill Payment –Payables –Asset Management –Treasury –Absence Management –Candidate Gateway/Talent Acquisition Manager –ePerformance –Global Payroll Forms and Approval Builder. The Time and Labor WorkCenter introduced in PeopleSoft 9.2, is probably one of the top features of the module in the new release. WorkCenters themselves have been part of previous Peopletools releases and one could argue that customers on an application release prior to 9.2 could easily create new workcenters for Time and Labor without having to move to 9.2. PeopleSoft 9.2 Upgrade Paths.Release 9.2 –Direct upgrade path to 9.2.HCM 9.0 and 9.1 – Not 8.9.Financials from 8.9, 9.0 and 9.1 –Focus on making PeopleSoft:.More Intuitive for end users via Activity Guides / Train Stops.Access to Actionable Information via Pivot Grids.Increased User Effectiveness with WorkCenters. New Features 9.2 – Time and Labor Feature T926. AWE for Overtime Requests. PeopleSoft Time and Labor Overtime Request process uses the powerful Approval Workflow Engine (AWE) technology, which can automatically trigger workflow notifications HCM Delegation Framework Employee and Administrator Enhancements.

PeopleSoft Purchasing Rel 9.2

Description: This PeopleSoft Purchasing 9.2 training teaches you how to set up business units for use with requisitions, purchase orders and a variety of purchasing features. You'll learn the process of setting up a purchasing business unit, its installation options and more.
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 suppliers
• Run Purchasing processes
• Perform mass buyer changes
• Perform advance search on Purchasing and Purchasing Requisition
• Use workcenter and dashboard

Duration: 4 Days

Course Objectives:

• Use the approval framework
• Maintain price adjustments
• Create purchase order contracts
• Configure procurement options
• Create requisitions and source to purchase orders
• Run purchase order processes
• Create item categories and purchasing kits
• Set up supplier data
• Manage receipts
• Manage change orders
• Set up PeopleSoft Purchasing and Payables foundation tables

Audience:

• End Users
• Functional Implementer

Prerequisites:

• Understanding of basic navigation and PeopleSoft concepts.
• A basic knowledge of Purchasing business practices
• Use of control tables to enforce business rules
• Able to run processes and reports

Topics:

Peoplesoft Awe Setup

Describing the Purchasing 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

Establishing Business Units and Processing Options

• Setting Up Installation Options
• Creating a PeopleSoft Purchasing Business Unit
• Updating PeopleSoft Purchasing Processing Options

Setting Up Required Table Information Tvr 2500m wiring diagram.

• Creating Locations
• Adding Ship To Locations
• Setting Up User Preferences
• Setting Up Requesters
• Setting Up Buyers

Determining Supplier Basics

• Configuring the Supplier Set Control Page
• Establishing Supplier Processing Authority
• Searching for a Supplier
• Adding a New Supplier
• Approving Supplier
• Updating and Reviewing Supplier 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
• Setting Up Item Substitutions in Procurement

Using the Approval Framework

• Describing the Approval Framework
• Setting Up Purchasing for Use With the Approval Framework
• Setting Up Workflow Approvals

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 Applications

Managing Approvals

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

Sourcing Requisitions and Creating Purchase Orders

• Describing 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 and the Create PO Process
• Explaining the Purge Stage Tables 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
• Understanding the Buyer Workcenter and Dashboard
• Performing Mass Buyer Changes
• Advance Search on PO and Purchasing Requistion

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 PeopleSoft Applications
• Describing the Receipt Accrual Process

Demonstrating the Change Order and Delete Functionality

• Describing Purchase Order 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 Costs and Templates
• Combining Miscellaneous Charges with Items or Purchase Orders

Setting Up Sales and Use Tax

• Setting Up Sales and Use Tax

Maintaining Price Adjustments

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

Creating and Using Purchasing Contracts How to find office 2010 product key in registry.

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

Commitment Control in PeopleSoft Purchasing

• Enabling Commitment Control in PeopleSoft Purchasing
• Demonstrating Document Tolerance Checking
• Demonstrating the Budget Checking Process

Peoplesoft 9.2 Approval Framework Examples

Using Procurement Cards in Purchasing

Peoplesoft Awe Example

• Describing Procurement Cards
• Setting Up Procurement Cards
• Loading and Staging Procurement Card Information

Peoplesoft Fluid Approval Setup

Finding Additional Information in the Purchasing Documentation