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Getting Started With PeopleSoft Purchasing
PeopleSoft Purchasing Business Processes
Common Elements Used in Purchasing
PeopleSoft Purchasing Integrations
PeopleSoft Purchasing Implementation
Related Product Documentation
Using User-Definable Fields
Understanding User-Definable Fields
Setting Up User-Definable Fields
Defining PeopleSoft Purchasing Business Units and Processing Options
Understanding Business Units in PeopleSoft Purchasing
Establishing PeopleSoft Purchasing Business Units
Establishing Change Options and Approval Rules
Establishing Purchasing Processing Options
Preparing PeopleSoft Purchasing VAT Environments
Understanding Search Framework in PeopleSoft Purchasing
Understanding Search in PeopleSoft Purchasing
Defining Purchasing Item Information
Understanding Purchasing Item Information
Defining Purchasing Item Categories
Defining Purchasing Item Attributes
Updating Item Supplier Unit-of-Measure Conversion Rates
Capturing Item Miscellaneous Charges
Setting Up Item Supplier Price Adjustment Rules
Updating Standard Prices and Business Unit Standard Prices
Selecting Suppliers Based on Item Ship To and Item Supplier Locations
Creating Purchasing Kits
Working With Substitute Items in Procurement
Defining Miscellaneous Charges and Landed Costs
Understanding Miscellaneous Charges
Defining Miscellaneous Charge Defaults
Using Workflow
Understanding PeopleSoft Purchasing Workflow
Setting Up the Approval Framework for PeopleSoft Purchasing
Using the Data Migration Workbench for PeopleSoft Change Templates
Setting Up PeopleTools Workflow Technology for PeopleSoft Purchasing
Issuing Requisition Sourcing Workflow Notifications
Issuing Purchase Order Cancellation Workflow Notifications
Issuing Contract Expiration and Exceeding Maximum Workflow Notifications
Using Purchase Order Acknowledgement Alert Workflow Notifications
Using Item Loader Exception Workflow Notifications
Using Rebate Manager Workflow Notification
Using Receipt Quantity Change Workflow Notifications
Using Settlement Manager Workflow Notifications
Using Default Hierarchies
Understanding the PeopleSoft Purchasing Default Hierarchy
Understanding the UOM Conversion Hierarchy
Understanding the Matching Default Hierarchy
Understanding the Supplier Location Hierarchy and Multicurrency Pricing
Understanding Multicurrency Conversions
Understanding VAT Drivers, VAT Driver Keys, and the Defaulting Hierarchy for VAT Defaults
Using Commitment Control
Understanding Commitment Control in PeopleSoft Purchasing
Common Elements Used in Commitment Control and PeopleSoft Purchasing Close Processes
Using Partial and Final Liquidation
Budget Checking Requisitions
Budget Checking Purchase Orders
Budget Checking Procurement Cards
Running Budget Period-End Processes
Rolling Over Purchase Orders at Budget Period-End
Establishing Purchasing ChartField Security
Running Document Tolerances
Understanding Document Tolerances
Setting Up Document Tolerances
Running Document Tolerances With Budget Checking
Running Document Tolerances Without Budget Checking
Reviewing Document Tolerance Exceptions and Overrides
Using Entry Events
Understanding Entry Events in PeopleSoft Purchasing
Setting Up PeopleSoft Purchasing Entry Events
Generating PeopleSoft Purchasing Entry Events
Drilling Down to the General Ledger to View Entry Event Journal Entries
Creating Procurement Group Data
Understanding Procurement Groups in PeopleSoft
Setting Up Procurement Groups
Managing Procurement Cards
Understanding the Procurement Card Business Process
Common Elements Used in Procurement Card
Setting Up Procurement Card Installation Options
Establishing Procurement Card Security
Defining Cardholder Profile
Defining Card Issuers
Defining Preferred Suppliers
Defining Preferred UOM
Defining MCC Blocked
Defining Visa Transaction Type Codes
Defining Procurement Card Mapping
Setting Up Procurement Card Load Statement Options
Staging Procurement Card Statements Using PeopleSoft Integration Broker
Staging Procurement Card Statements in a Flat File Format
Using the Credit Card Data EIP
Using the Procurement Card Load EIP
Staging Standard Delivered Bank Format Statements
Handling Statement Staging Errors
Loading Procurement Card Statements to Application Tables
Running the Bank Statement Workflow Application Engine Process (PO_CCSTMT_WF)
Reconciling Procurement Card Transactions Manually
Running the Grace Period Has Expired Application Engine Process (PO_CCEXP_WF)
Resolving Disputed Transactions
Viewing the Statement Summary
Staging Procurement Card Transactions for Voucher Processing
Analyzing Procurement Card Information
Managing Procurement Card Expiration
Understanding Vendor Rebates
Understanding Vendor Rebates
Defining Vendor Rebate Agreements
Understanding Vendor Rebate Agreement Statuses
Understanding Vendor Rebate Rule Types
Prerequisites
Defining Vendor Rebate Agreements
Dispatching Vendor Rebate Agreements
Generating Rebate Accruals
Understanding the Rebate Accrual Process
Generating Rebate Accruals
Maintaining Vendor Rebate Agreement Association with Purchase Orders
Understanding the Backdate Vendor Rebates Component Processes
Associating to, Dissociating from, and Modifying Associated Vendor Rebate Agreements Line by Line to Purchase Orders Manually
Managing Vendor Rebate Claims
Understanding the Claims Management Business Process for Vendor Rebates
Prerequisites
Generating Vendor Rebate Claims
Printing a Vendor Rebate Claim
Notifying Rebate Managers of Claims
Using the Claims Management Workbench
Reconciling Payments for Vendor Rebates
Maintaining Claims
Reconciling Claims
Notifying Settlement Managers
Viewing Claim Settlement Information
Entering Claim Payments Manually
Analyzing Vendor Rebates
Understanding the Vendor Rebate Analysis Workbench
Defining Sales Organizations
Establishing Vendor Rebate Allocations
Analyzing Vendor Rebates
Approving Supplier User Registration Using the PeopleSoft Fluid User Interface
Approving Supplier User Registration Using the PeopleSoft Fluid User Interface
Understanding Requisitions
Configuring Requisition Defaults
Canceling Requisitions and Requisition Lines
Sourcing Requisitions Automatically
Deleting Requisitions
Placing a Requisition On Hold
Using Procurement Cards on Requisitions
Using PeopleSoft Maintenance Management Work Orders on Requisitions
Creating Requisitions Online
Understanding the Requisition Business Process
Understanding How to Apply Procurement Contract Prices to Transactions
Creating Requisition Header Information
Creating Requisition Lines
Creating Requisition Schedules
Using Pegging with Requisitions in PeopleSoft Purchasing
Entering Distribution Information
Copying an Existing Requisition to a New Requisition
Printing Requisition Templates
Previewing and Printing Requisitions
Updating Supplier History Dates and Amounts for Cumulative Sourcing
Working with Large Requisitions
Using the Requisition Loader
Understanding the Purchasing Requisition Loader Application Engine Process (PO_REQLOAD)
Loading Requisitions
Using the Purchase Order Requisition EIP
Correcting Purchasing Requisition Loader Process Errors
Updating Direct Shipment Information
Purging Requisition Load Requests
Approving Requisitions
Understanding Requisition Approvals
Approving Requisitions With the Approval Framework
Approving Requisitions With PeopleTools Workflow Technology
Tracking Requisition Changes
Understanding Requisition Change Tracking
Reviewing Requisition Change History
Using the Requester's Workbench
Understanding the Requester's Workbench
Prerequisites
Using the Requester's Workbench
Closing Requisitions
Understanding the Close Requisitions Process
Closing Requisitions
Reopening Requisitions
Reviewing Requisition Information
Using Requisition Inquiries
Using the Requisition Workbench
Reviewing Requisition Accounting Line Entries
Reviewing Requisition Entry Event Journal Entries
Managing Requests for Quotes
Understanding RFQs in PeopleSoft Purchasing
Establishing Supplier Quote Groups
Creating RFQs
Dispatching RFQs
Loading RFQ EDX Responses
Using the RFQ EIP
Using the RFQ Response EIP
Resolving Supplier Response Load Errors
Maintaining RFQ Responses
Awarding RFQs to Suppliers
Creating Purchase Orders or Contracts from RFQs
Closing RFQs
Inquiring and Reporting on RFQs and Supplier Responses
Understanding Purchase Orders
Purchase Order Defaults
Purchase Order Header Status Values
SUT Processing on the Purchase Order
VAT Processing on the Purchase Order
Vendor Rebate Processing on the Purchase Order
Procurement Card Processing on the Purchase Order
PeopleSoft Maintenance Management Work Order Processing on the Purchase Order
Purchase Order Consolidation
Purchase Order Cancellation
Purchase Order Deletion
Purchase Order Hold Processing
Creating Purchase Orders Online
Understanding the Purchase Order Business Process
Understanding Global Location Numbers and Global Trading Item Numbers
Common Elements Used in Global Location Numbers and Global Trading Item Numbers
Using Purchase Order Reservations
Creating Purchase Order Headers
Creating Purchase Order Lines
Creating Purchase Order Schedules
Creating Purchase Order Distributions
Canceling a Purchase Order Online
Using Express Purchase Orders
Using Purchase Order Acknowledgements
Reviewing Purchase Order Acknowledgements Using the PeopleSoft Fluid User Interface
Creating and Viewing Purchase Order Backorders
Updating Purchase Orders With New Item Supplier UOM Conversion Rates
Accessing Purchase Order Related Content
Working with Large Purchase Orders
Using Purchase Order Sourcing
Understanding the Purchase Order Sourcing Business Process
Common Elements Used in Purchase Order Sourcing
Manually Selecting Requisitions for Sourcing
Automatically Selecting Requisitions for Sourcing
Sourcing by Region
Loading Staged Purchase Order Requests from PeopleSoft Supply Planning and Manufacturing
Building Inventory Demand Transactions
Running the PO Calculations Process
Using the Sourcing Workbench
Creating Purchase Orders Using the Create Purchase Orders Process
Using the Automatic Purchasing Sourcing Process
Purging Purchasing Staging Tables
Manually Constructing the Purchasing Staging Tables
Sourcing Error Messages
Approving Purchase Orders
Understanding Purchase Order Approvals
Approving Purchase Orders With Approval Framework
Approving Purchase Orders With Mobile Approval Framework
Approving Purchase Orders With PeopleTools Workflow Technology
Approving Purchase Order Using PeopleSoft Fluid User Interface
Dispatching and Printing Purchase Orders
Understanding Purchase Order Dispatch
Dispatching Purchase Orders
Using the Purchase Order Dispatch/Purchase Order Change Request EIP
Creating Purchase Order Change Orders
Understanding the Purchase Order Change Order Business Process
Setting Up Purchase Order Change Templates
Identifying Purchase Order Change Order Fields
Reviewing Processing Rules for the Change Purchase Order Process
Generating Purchase Order Change Orders Online
Loading Change Orders Received Using EDXs or Supplier-Facing Online Acknowledgements (PeopleSoft eSupplier Connection)
Using the Purchase Order and Purchase Order Change Order Acknowledgement EIP
Using the Purchase Order Close Short Workbench
Reviewing and Approving Change Order Requests
Creating Change Orders from Approved Change Requests
Purging Change Request Tables
Viewing Purchase Order Change History
Performing Mass Buyer Changes
Using the Buyer Workcenter and Dashboard
Understanding the Buyer WorkCenter and Dashboard
Using the BuyerWorkCenter - My Work
Using the Buyer WorkCenter - Links
Using the Buyer WorkCenter - Queries, Reports, and Processes
Using the Buyer's Workbench
Understanding the Buyer's Workbench
Managing Purchase Orders Using the Buyer's Workbench
Using the Fluid User Interface for Buyer
Closing Purchase Orders
Understanding the Close Purchase Orders Process
Closing Purchase Orders
Reopening Purchase Orders
Reviewing Purchase Order Information
Inquiring About Purchase Orders
Viewing Purchase Order Activity Summaries
Viewing Purchase Order Document Tolerance Information
Reviewing Purchase Order Accounting Line Entries
Inquiring about Procurement Groups
Using Stockless Items
Understanding Stockless Items in PeopleSoft Purchasing
Receiving Shipments
Understanding the Receiving Business Process
Prerequisites
Common Elements Used in Receiving Shipments
Receiving Purchase Order Items
Receiving Non-Purchase Order Items
Receiving Items by Amount
Managing Receipts
Modifying Receipt ChartFields
Tracking Receipt Activity
Using ASRs
Receiving Items Using EDC
Using the ASR EIP
Using the Purchase Order Receipt EIP
Using the Purchase Order Expected Receipts EIP
Using the Purchase Order Receipt Notification EIP
Loading Receipts Received Using EIPs and EDC
Processing Receipts
Running the Close Short Process
Working with Landed Costs on Receipts
Closing Receipts
Generating Receiving Labels
Using the Receiver's Workbench
Understanding the Receiver Workbench
Managing Receipts Using the Receiver Workbench
Working with Delivery Information
Understanding Delivery Information
Accessing Delivery Information
Inspecting Received Items
Understanding Inspections
Performing Inspections
Managing Vendor Returns
Understanding the RTV Business Process
Common Elements Used in Vendor Returns
Setting Up RTV Processing Options
Creating RTV Transactions Without Purchase Orders
Creating RTV Transactions Against Closed Purchase Orders
Selecting RTV Source Details
Entering RTV Transactions
Dispatching and Printing RTV Transactions
Using the RTV EIP
Reconciling RTV Transactions
Inquiring About RTVs
Using Receipt Accrual
Understanding Receipt Accrual
Accruing Receipts
Performing Budget-Checking for Receipt Accruals
Viewing Receipt Accrual Accounting Line Entries
Viewing Receipt Accrual Journal Entries
Reviewing Receipt Information
Inquiring About Receipts
Inquiring About Document Status
Understanding Document Status Inquiries
Common Elements Used in Document Status Inquiries
Viewing Document Status
Analyzing Purchasing Using PeopleSoft Insights
Understanding PeopleSoft Insights for Purchasing
Setting up Insights Dashboards for Purchasing
Analyzing Purchasing Using PeopleSoft Insights
Analyzing Procurement History
Understanding Procurement History Analysis
Configuring Procurement Analysis Inquiries
Generating Procurement History
Generating Spend History
Generating Procurement Statistics
Reviewing Supplier Performance
Viewing Procurement Analysis Data
Viewing Procurement Statistics
Setting Up and Using PeopleSoft Fluid User Interface for Financials and Supply Chain Management
Understanding PeopleSoft Fluid User Interface with Procurement Operations Pages
Configuring Thresholds and Events for Procurement Operations
Setting Up Your Procurement Operations Using PeopleSoft Fluid Pages
Procurement User Preferences
Working with the Procurement Operations Home Page
Using Procurement Spend Analysis with the PeopleSoft Fluid User Interface
Monitoring Expiring Contracts with the PeopleSoft Fluid User Interface
Monitoring Cycle Times Using the PeopleSoft Fluid User Interface
Managing Sourcing Events with the PeopleSoft Fluid User Interface
Using the Supplier Watch List With the PeopleSoft Fluid User Interface
Analyzing Payment Spend with the PeopleSoft Fluid User Interface
Using Group Purchasing Organizations
Understanding GPO Contracts
Defining GPO Contracts
Loading GPO Contracts
Calculating Distributor Prices
(USF) Using Federal Spending Regions
Understanding Federal Spending Regions
Defining Federal Spending Regions
Using Spending Regions
(USF) U.S. Federal G-Invoicing
Understanding U.S. Federal G-Invoicing Processing
Configuring and Using PeopleSoft G-Invoicing
Processing Taxes for India
Processing Custom Duty, Excise Duty, and Sales Tax/VAT in the Sourcing Business Process
Processing Excise Duty and Sales Tax/VAT for Online Purchase Orders
Processing Customs Duty on Online Purchase Orders
Dispatching and Printing Excise Duty and Sales Tax/VAT Information on Purchase Orders
Processing Custom Duty, Excise Duty, and Sales Tax/VAT in Purchase Order Change Orders
Processing Excise Duty and Sales Tax/VAT in the PO Receipt Push Process
Using the Return-To-Vendor (RTV) Excise Adjustment Business Process
Using a BOE
Receiving Against a BOE
Running the Receiver Interface Push Process with Customs Duty
Creating Internal Supplier Excise Invoices Against a BOE
Viewing India Localization Reports
Delivered Workflows for PeopleSoft Purchasing
Delivered Workflows for PeopleSoft Purchasing
PeopleSoft Purchasing Reports
PeopleSoft Purchasing Reports: General Description
PeopleSoft Purchasing Report Details
Report Samples