Oracle PeopleSoft. Software Development & Education Center. Supply Chain Management

Transcription

1 Software Development & Education Center Oracle PeopleSoft Supply Chain Management Address: B-125, Sector -2, Noida , India Mob: / / Board: /400

2 Oracle University Contact Us: Local: Intl: 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 Audience End Users Functional Implementer Related Training Required Prerequisites Understanding of basic navigation and PeopleSoft concepts. Use of control tables to enforce business rules Intro to PS for FMS and SCM Rel 9.1 Suggested Prerequisites A basic knowledge of Purchasing business practices Able to run processes and reports Course Objectives Set up PeopleSoft Enterprise Purchasing and Payables foundation tables Configure procurement options Copyright 2012, Oracle. All rights reserved. Page 1

3 Create requisitions and source to purchase orders Run purchase order processes Create item categories and purchasing kits Set up vendor data Manage change orders Manage receipts Use the approval framework Maintain price adjustments Create purchase order contracts Course Topics 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 Finding Information About PeopleSoft Purchasing in PeopleBooks 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 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 Establishing Vendor Processing Authority Searching for a Vendor Adding a New Vendor Approving a Vendor Updating and Reviewing Vendor Name History Setting Up Purchasing Items Creating Item Categories Creating Purchasing Items Copying and Loading Items Identifying Sourcing Methods Creating Purchase Orders Approving Items Creating Units of Measure Copyright 2012, Oracle. All rights reserved. Page 2

4 Setting Up a Purchasing Kit 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 Setting Up Sales and Use Tax 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 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 Copyright 2012, Oracle. All rights reserved. Page 3

5 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 Vendor Price Adjustment Rules Setting Up Purchase Order Schedule Price Adjustment Creating and Using Purchasing Contracts 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 Describing Document Tolerance Checking Describing the Budget Checking Proces Using Procurement Cards Describing Procurement Cards Setting Up Procurement Cards Loading and Staging Procurement Card Information Copyright 2012, Oracle. All rights reserved. Page 4

6 Copyright 2012, Oracle. All rights reserved. Page 5

7 Oracle University Contact Us: Local: Intl: 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 Audience End Users Functional Implementer Prerequisites Required Prerequisites Able 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 Prerequisites Intro to PS for FMS and SCM Rel 9.1 Course Objectives Identify the basic features and functions of PeopleSoft Inventory Define PeopleSoft Inventory setup Describe the stocking process Describe inventory maintenance options Describe demand fulfillment Copyright 2011, Oracle. All rights reserved. Page 1

8 Describe the replenishment process Describe the physical counting process Describe par location options Using PeopleSoft Cost Management Maintaining item definitions Transferring stock Course Topics Business Process Overview Describing Business Processes That Include PeopleSoft Inventory Describing PeopleSoft Inventory Features and Functions Describing PeopleSoft Inventory Integration Points within PeopleSoft Describing Sources of Information about PeopleSoft Inventory Setting Up Basic Options Setting Up Installation Options Setting Up Common Definitions Using the Events and Notifications Framework Setting Up Inventory Business Units Describing PeopleSoft Business Units Classifying PeopleSoft Inventory Business Units Setting Up PeopleSoft Inventory Business Units Setting Up Business Unit Closure Calendars Setting Up Inventory Facilities Describing the Structure of Inventory Facilities Setting Up Material Storage Locations (MSLs) Describing Storage Zones Setting Up PeopleSoft Cost Management Describing the Cost Flow Setting Up the Cost Structure Setting Up Transaction Accounting Rules Describing PeopleSoft Cost Management Processes Setting Up Inventory Items Setting Up Item Control Options Setting Up Items Setting Up Items for a Business Unit Using Item Templates Loading and Copying Items Performing Item Maintenance Stocking Material (Putaway) Describing Putaway Options Setting Up Putaway Options Performing the Multi-Step Putaway Process Viewing Inventory Balances Performing an Express Putaway Copyright 2011, Oracle. All rights reserved. Page 2

9 Receiving Items from PeopleSoft Purchasing Maintaining Inventory Maintaining Lot-Controlled Items Maintaining Storage Containers Maintaining Item Status Performing Inventory Adjustments Performing Inventory Transfers Analyzing Inventory Setting Up Demand Fulfillment Describing Sources of Demand Describing Demand Line States Describing Demand Fulfillment Methods Setting Up Demand Fulfillment Options for the Business Unit Setting Up Demand Fulfillment Options for Individual Items Creating Stock Requests Understanding Orders in Demand Fulfillment Creating Material Stock Requests Creating Material Stock Requests from a Third-Party System Managing Material Stock Requests Reserving Stock for Shipment Discussing Reservation Terminology Describing Reservation Options Setting Up Reservation and Backorder Rules Using the Reserve Materials Process Using the Online Reservation Process Pre-Allocating Demand Using the Shortage Workbench Picking Stock for Shipment Describing Order Release and Picking Options Using the Order Release Request Process Using the Picking Feedback and Confirmations Shipping Stock Describing Shipping Options Using the Shipping/Issues Component Using the Express Issue Component Using the Deplete On Hand Quantity Requests Process Describing Shipping Documents Using Auto and Direct Processing in Demand Fulfillment Utilizing Direct and Auto Processing Using Auto Processing Understanding Direct Processing Using Direct Processing with Ship Request Process Pages Using Direct Processing with the Fulfillment Workbench Using Direct Processing with EIPs Processing Transaction Requests Copyright 2011, Oracle. All rights reserved. Page 3

10 Using Advanced Features in Demand Fulfillment Deferring Depletions Using the Undo Fulfillment Feature Using the Delivery Management Feature Receiving Freight Calculations from Third-Party Providers Recording Accounting Transactions Reviewing the Cost Flow Process Creating Accounting Transactions Replenishing Stock Describing the Replenishment Process Setting Up Replenishment Options Performing the Replenishment Process Counting Inventory Stock Describing the Physical Counting Process Setting Up Utilization Types for Cycle Counts Setting Up Counting Events Performing Counting Events Transferring Stock Between Business Units Setting Up Basic Parameters for Interunit Transfers Setting Up Transfer Pricing Performing Interunit Transfers Describing Interunit Expense Issues Managing Par Locations Describing the Par Location Process Setting Up Par Location Options Replenishing Par Locations Maintaining Par Locations Describing Material Usage Copyright 2011, Oracle. All rights reserved. Page 4

11 Oracle University Contact Us: Local: Intl: 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 Audience Administrator End Users Prerequisites Required Prerequisites Understanding of basic navigation and PeopleSoft concepts Course Objectives Create requisitions and purchase orders Source requisitions Establish requesters and buyers Setup user and role actions Create suppliers Setup change templates Manage requisition and purchase order changes Define approval workflow information Create receipts and returns Setup miscellaneous charges Maintain price adjustments Setup eprocurement business units and suppliers Copyright 2011, Oracle. All rights reserved. Page 1

12 Course Topics Performing Basic Setup for PeopleSoft eprocurement Establishing System Options Creating Business Units Defining Processing Options for Business Units Creating Suppliers Defining Vendor Controls Creating Vendor Profiles Approving Vendors Creating Items, Item Categories, and Catalogs Creating Item Categories and Units of Measure Create Purchasing Items Creating Catalog Trees Establishing Users and User Roles Defining Users Defining Requesters and Buyers Establishing User Preferences Defining User Roles Managing Approvals Setting Up Specific Data for eprocurement Approvals Approving and Denying Requisitions Delegating Approval Responsibility Processing Requisitions Creating Requisitions and Express Requisitions Creating Special Requests Sourcing Requisitions to Purchase Orders Expediting Requisitions Using the Quick Sourcer to Source Requisitions Using the Sourcing Workbench Managing Purchase Orders and Change Requests Dispatching and Publishing Purchase Orders Reviewing Message Logs Using Change Requests in Dispatched Purchase Orders Creating Requisition Change Request Running the Change Purchase Order Process Dispatching Changed Purchase Orders Using Receipts and Returns in eprocurement Receiving and Rejecting Items Returning Items to Vendors Receiving Items as a Power User Setting Up Miscellaneous Charges Defining a Miscellaneous Charge Using Miscellaneous Charges Copyright 2011, Oracle. All rights reserved. Page 2

13 Maintaining Price Adjustments Setting Up Price Adjustment Rules for Vendors Adding a Price Adjustment for a Vendor and for a Purchase Order Schedule Copyright 2011, Oracle. All rights reserved. Page 3

14 Oracle University Contact Us: Local: Intl: 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 Audience Functional Implementer Prerequisites Required Prerequisites Understanding of relational databases Use of control tables to enforce business rules Understanding of basic navigation and PeopleSoft concepts Able to run processes and reports Intro to PS for FMS and SCM Rel 9.1 Course Objectives Use accumulations Generate invoices Adjust bills Generate deferred revenue Generate unbilled revenue accrual Create InterUnit customers and bills Manage installment bills Research bills Maintain customers Enter bills online Create consolidated bills Work with billing interfaces Create recurring bills Copy a group of bills Copyright 2012, Oracle. All rights reserved. Page 1

15 Course Topics Setting Up Shared Tables Describing the PeopleSoft Table Structure Describing PeopleSoft Billing Business Units Creating SetIDs Setting Up Installation Options and User Preferences Describing Subcustomer Qualifiers Setting Up Accounting and Payment Terms Selecting Remit To Addresses Setting Up PeopleSoft Billing Tables Setting Up Charge Codes and Units of Measure Setting Up Discounts and Surcharges Describing Workflow Duration Setting Up Sales and Use Tax Designing Invoices Describing Invoice Setup Defining Billing Specialists Defining Bill Inquiry Phone Numbers Creating Notes Structuring Invoice Numbers Defining Sort Options for Invoice Lines Creating Summarization Templates Defining Bill-By Identifiers and Billing Cycles Setting Up PeopleSoft Billing Defaults Setting Up Accounting Display Templates Setting Up a Page Series Setting Up Default Options for a SetID Setting Up Bill Types Setting Up Bill Sources Setting Up System Level Default Options Maintaining Customer Information Describing Customer Roles and Information Describing Contact Information Setting Up Customers Using Quick Customer Create Entering Bills Online Describing the Standard Online Bill Entry Process Entering Bill Information Online Creating Express Bills Viewing Bill Summary Information Approval Framework for Invoices Distributing Consolidated Invoices Describing Invoice Consolidation Creating Consolidated Bill Headers Attaching and Detaching Bills to Consolidated Headers Copyright 2012, Oracle. All rights reserved. Page 2

16 Importing Data Describing the Import Data Process Describing the Billing Interface Staging Tables Describing the Status of Data in the Staging Tables Reviewing Data in the Staging Tables Describing the Billing Interface Process Distributing Invoices Describing the Invoice Generation Process Flow Changing the Status of a Bill Describing Finalization Options Describing the Finalization Process Printing an Invoice and Reprinting Invoices Generating an Invoice Register Report Locating Bills Loading Receivable and General Ledger Information Describing the Post Invoice Process Running the Currency Conversion Process Running the Pre-Load Process Running the Load GL Accounting Entries Process Running the Load AR Pending Items Process Describing the Budget Checking Process Describing the Single Action Invoice Process Regenerating Reports After Processing Invoices Posting Billing Transactions to the General Ledger Describing the Journal Generator Process Flow Describing Journal Generator Setup Generating Journal Entries Reviewing Journal Entries Adjusting Invoices Describing Invoice Adjustment Options Adjusting Invoices Adjusting Invoice Lines Viewing Adjustment History Recognizing Revenue Setting Up Accounting for Deferred Revenue Setting Up Accrual Options for Unbilled Revenue Running the Process to Accrue Unbilled Revenue Integrating with PeopleSoft Order Management Importing Data From PeopleSoft Order Management Describing Direct Invoicing Processing RMAs Integrating Through PeopleSoft Contracts Describing PeopleSoft Billing Integration Using the Billing Worksheet Describing the PeopleSoft Project Costing and Contracts Interface Copyright 2012, Oracle. All rights reserved. Page 3

17 Describing PeopleSoft CRM Integration Integrating with PeopleSoft Asset Management Describing PeopleSoft Asset Management Integration Setting Up PeopleSoft Asset Management Integration Copying Invoices and Generating Recurring Invoices Describing the Options to Copy an Invoice Generating Recurring Invoices Copyright 2012, Oracle. All rights reserved. Page 4

18 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 Address: B-125, Sector -2, Noida , India Mob: / / Board: /400 info@multisoftsystems.com

19 Training & Performance Tracking Knowledge related to current technology aspects and corporate level deliverable & Continuous training and assessment to make you industry ready. Throughout the Training Curriculum 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 Address: B-125, Sector -2, Noida , India Mob: / / Board: /400 info@multisoftsystems.com

20 Skills Development Workshop Communication is something which all of us do from the very first day of our life, yet there is a question that haunts us most of the time Did I express myself correctly in such and such situation? The answer to this question is really tricky, because in some cases we leave our signatures and good impression but in some others we even fail to get our idea clearly. It happens mostly because we don t know how to act in certain situations. Every time we fail we don t lose completely, we do learn something, but prior knowledge of the same thing could be more beneficial because then we could have turned that failure into success. 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 interpersonal communication Learning impacts of non-verbal behavior & Dealing with difficult situations and difficult 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 Address: B-125, Sector -2, Noida , India Mob: / / Board: /400 info@multisoftsystems.com