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Purchasing Training Guide

This document provides an overview of training for the PeopleSoft purchasing module. It outlines the objectives of understanding basic ERP concepts, the purchase to pay cycle, and PeopleSoft purchasing. It then explains key concepts like requisitions, purchase orders, receiving, and contracts. The document outlines the business process flows for requisition to purchase order, purchase order to receiving, voucher to payment, and quote processing. It also provides guidance on navigating the PeopleSoft menus for setup options, common definitions, and initiating business processes. Finally, it includes a short quiz on purchasing concepts.

Uploaded by

Harish Mahanta
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
39 views

Purchasing Training Guide

This document provides an overview of training for the PeopleSoft purchasing module. It outlines the objectives of understanding basic ERP concepts, the purchase to pay cycle, and PeopleSoft purchasing. It then explains key concepts like requisitions, purchase orders, receiving, and contracts. The document outlines the business process flows for requisition to purchase order, purchase order to receiving, voucher to payment, and quote processing. It also provides guidance on navigating the PeopleSoft menus for setup options, common definitions, and initiating business processes. Finally, it includes a short quiz on purchasing concepts.

Uploaded by

Harish Mahanta
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Purchasing Module

Training

https://www.mahantasolutions.com

______________________________

Welcome all
1
Objectives

 Learn basics of ERP


 Understand Purchase to Pay Cycle
 Know the PeopleSoft Purchasing Concepts
 Follow the PeopleSoft Purchasing Business Flow
 Navigate Menus
 Quiz

2
Understand ERP

 Types of Organizations
 Basic Needs
 Common Business Processes – Purchase to Pay and Order to
Cash
 Support Processes

3
Purchase to Pay

Receiving
Requisitions

Voucher
PO

4
Purchase to Pay…

Contract
Receiving

PO Create Voucher

Requisitions

5
PeopleSoft Concepts

 Set Id & Business Unit  Budget Check


 Buyer  Putaway
 Ship To Location  Matching
 Distribution  Change Order

6
Business Process Flow

1. Requisition to Purchase order cycle


2. Purchase order to Putaway cycle
3. Voucher to Payment cycle
4. Quote Processing cycle

7
1. Requisition to Purchase order cycle
Create Requisition

8
Requisition  Requisition Selection

9
Requisition  Requisition Selection  Purchase Order

10
2. Purchase order to Put-away cycle
Purchase Order creation

11
Purchase Order  Receipt

12
Purchase Order  Receipt  Process Receipt.

13
Purchase Order  Receipt  Process Receipt.

14
Moved to inventory

15
3. Voucher to Payment - Flow

Matching/ Payment Payment


Voucher
Post Process to Vendor

16
4. Quote Processing

Analysis
RFQ Response Award

Quote

17
Supplier Agreement Contract

Purchase Requisition Supplier


Requisition Pool PO

Supplier
Payment Payables Inventory Receipt

Inspect
18
Navigate Menu

 Installation Options
 Business Unit Level Options
 Common Definitions
 Module Specific Masters
 Business Process Menus

19
Installation Options
Set Up Financials/Supply Chain -> Install -> Installation Options

20
Business Unit Level Options
Set Up Financials/Supply Chain -> Business Unit Related

21
Common Definitions
Set Up Financials/Supply Chain -> Common Definitions

22
Module Specific Masters
Set Up Financials/Supply Chain -> Product Related -> Procurement Options

23
Business Process Menus
Purchasing ->

24
Quiz

 What is Record Group?


 What is Budget Checking?
 How many methods of Putaway are available?
 Difference between 2-Way,3-Way & 4-Way matching?

25
Quiz
True or False ?

 Purchase order can be created from a requisition only -False


 Receiving goods can be done against a contract -False
 After dispatching the order, to modify the order details,
change order has to be created -True

26
Questions ???

27
Thank you

28

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