Purchasing / Payables Accelerated Rel 9.1

This accelerated course provides instruction on both Purchasing Rel 9.1 and Payables Rel 9.1, starting with the process of setting up a Purchasing business unit and its installation options and then describing 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 Purchasing portion of this course are the dispatch purchase orders, generate purchase order contracts, and receive items 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.

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.

• Work with vouchers
• Create, approve, and source requisitions
• Define vendors
• Manage purchase orders and receipts
• Create purchasing contracts
• Set up control tables