peoplesoft training – requisitioning for goods and...

PeopleSoft Training

– Requisitioning for

Goods and Services

Welcome and Introductions

• Instructor

• Business Subject Matter Expert (SME)

– Jennifer Jaffe

– Rose Rivera

– Amy Lingle

• Participants

– Requestors

– Document Collaborators

Course Agenda

• Introduction

– Course Guidelines

– Course Objectives

– Oracle UPK Navigation

– PeopleSoft Basics & Navigation Review

• Lesson 1: Procurement Process Overviews

• Lesson 2: Managing Requisitions

• Course Summary

– Course Quiz/Assessment

– Getting Help

Who Should Attend This Course?

• Course Description

– This course is designed to introduce participants to

processes and procedures within the PeopleSoft

environment.

– Please note, this course does not apply to ordering

office supplies or eCommerce

• Course Pre-Requisites

– PeopleSoft Basics and Navigation

• System Roles

Course Guidelines

• Please silence pagers and cell phones

• Minimize side conversations

• Help manage activities by starting and stopping on time

• Actively listen to and engage in the presentations

• Please do not work on your computer during Instructor

presentations

• Be respectful of other participants and only check e-mail

or cell phones during breaks

• Restroom and exit locations

• Question/Issue Parking Lot

Course Components

• Concept slides

• Demonstrations

• Exercises

• Knowledge Check Questions

• Quick Reference Guide

PeopleSoft Basics & Navigation Review

Logging On The 3 prerequisites to

log on to PeopleSoft:

1. Access the PeopleSoft URL / link**

2. Enter the correct User ID (your AD logon credentials)

3. Enter the correct Password

** the URL/Link determines the PeopleSoft Database you want to access Example: HCMDEV

PeopleSoft Basics & Navigation Review

To Log Off - Click the Sign out button in the Universal

Navigation Header

Universal Navigation Header

PeopleSoft Toolbars & Breadcrumbs

You have multiple options to navigate within PeopleSoft,

which include:

• Drop-down menus

– Drop-down menus appear as links at the top of your browser,

above the transaction page or content area, and contain lists of

menu items (transactions or sub-menus).

• Navigation pages

– Navigation pages are task-driven pages that offer intuitive

access to similar folders needed to complete a business

process.

• Breadcrumbs

– Breadcrumbs show the navigation path to a web page location in

PeopleSoft.

Drop-down Navigation

This example displays the navigation

path for ‘Create Requisition” as:

Main Menu >eProcurement>Create

Requisitions

Navigation Page

This is an example of the PeopleSoft General Ledger Journals

navigation page. This will vary based on user access.

Navigation pages are accessed by clicking the yellow folder in

the drop-down menu.

Breadcrumbs

As you select menu options, a “breadcrumb trail” appears showing

the path you’ve selected. You can click any level to navigate

directly back to the selected level.

Worklist

Workflow is the routing of data between the users.

Tasks that are passed to you via workflow will reside

in your Worklist.

Accessing Worklist From Portal

PeopleSoft Page Controls / Icons

Note: An asterisk (*) in front of a Field name

means it is required.

Course Objectives

After completing this course, you should be able to:

• Understand eProcurement/sProcurement functions

• Create and Manage Various Requisition Types

• Manage Documents (this encompasses Supplier

Contract Management Functions)

Lesson 1 –

Procurement Process

Overviews

Lesson Objectives

After completing this lesson, you will be able to:

• Describe key benefits of using PeopleSoft 9.1

• Define new terminology

• Explain eProcurement processes

Benefits of PeopleSoft 9.1 – General

Information Advantage

– Increase the velocity and visibility of information

– On-line access to real time information

– Move in the direction of a “paperless” environment

Business Transformation - Process Standardization,

Consolidation and Automation

– Emerging and leading practice adoption, use of business

rules and automated workflow

– Enhanced decision support system for your management

Benefits of PeopleSoft 9.1 – Requisitions

• Searching for product is based on any attribute of the Item

and has the capability of searching within a search result

through drill down lists.

• Requestors are able to maintain their own lists of products

frequently ordered in groups of their own choosing known

as “Favorites”.

• In addition to shopping the Marketplace catalogs,

requestors can punch-out to Supplier such as Grainger for

access to product needs.

• Automated approvals, including escalations, are built into

the requisition workflow.

• Requestors are able to track requisition through entire

lifecycle (Requisition to payment).

Benefits of Using PeopleSoft 9.1 – Vendor Returns

• The requestor will only initiate the return with an email to

the Buyer. Requestors can initiate product returns for non

stock items with reason codes.

• Assures departments receive the appropriate credit for the

returned product without affecting the payment process.

New Terminology

New Term Definition Old/Legacy

Requestor Person(s) within BHSF with system access

to enter a requisition using eProcurement. Requisitioner

(eProcurement)

Online requisitioning module used to place

orders for goods and services. RQ10 – Lawson

requisitioning

Voucher Payment in Lawson is the same as voucher

in PeopleSoft. Payment

Supplier

Contracts

PeopleSoft module where all contracts and

Document Management are housed. Manual

document

management

Ad Hoc

document

Non-transactional documents which are

electronic versions of Independent

Contractor Checklist, PreVAT, SSPRC, and

ISPRC forms

Various paper

BHSF Requisitioning and Purchasing Policy

• The Requisition-ordering Cycle covers goods and

services purchased by Baptist Health South Florida

(BHSF), and is comprised of request (requisition),

approval, and purchase order (PO) generation.

• Supply Chain generates POs from requisitions for

routine and special item purchases, capital items,

projects, and services.

• All purchases must go through the Supply Chain

Management department.

• Dollar amount approval is based on the line level.

eProcurement Process Integration Points

PeopleSoft eProcurement is designed for transparent integration with

PeopleSoft Supply Chain Management, PeopleSoft Financials, and

PeopleSoft Human Capital Management.

eProcurement Process

Requisition Purchase

Order Receipt Voucher

Approvals Process

The approval process in PeopleSoft eProcurement is

managed by the Requisition Approval Framework, which

routes transactions to one or more approvers.

The system routes a transaction so the approver can view

and take action from their Worklist or on the Manage

Requisition Approvals page. The following actions can be

taken:

• Preview the approval path for the requisition

• View previous approvals

• View any comments from previous approvers

• Write a comment that could be seen by all approvers

or reviewers

Approvals Process (continued)

• During the approval process, the following actions occur:

– Approvers and reviewers are notified by email that a pending requisition needs their attention.

– Approvers and reviewers access requisition details, provide comments, and take action (approve, deny, or push back) on the requisition via their Worklist or the Manage Requisition Approvals page.

– The system checks for additional routings in the same routing path. If multiple routing paths exist, the system routes them in parallel.

– Once all approvers of a requisition have approved it, the requisition is then ready for the next step.

– A requisition with items from multiple commodity types can route to multiple buyers as requisition sourcing occurs at the line level and depending on the requisition, the buyer can manually source the requisition as a whole providing all lines are “specials” and need to be on one purchase order.

Requisition Approval Process

Asset Profiles – Chartfields

Lawson

PeopleSoft

Accounting Unit

(Entity)

1001000

Account/ Subaccount

(11310-0000)

Business Unit

Operating Unit

Account

Project/ Grant ID

Activity

10000 10000 162000 P1000 PRJ166101002

For both Capital and Project Purchases For Project Purchases

Asset Profiles – Key Accounting Distribution

Information Fields

30 Required for Capital Purchases

Required for all

Purchases

Required for Project Purchases

Lesson 1 Summary

Having completed this lesson, you should now be able to:

• Describe key benefits of using PeopleSoft 9.1

• Define new terminology

• Explain eProcurement processes

Lesson 2 – Managing

Requisitions

Lesson Objectives

After completing this lesson, you will be able to:

• Create a Requisition for:

– Items from Marketplace

– Deliverable Service

– Resource Service

– Multi-Resource Service

– Special Request

• Create an Ad Hoc Document

• Manage Requisitions (View Requisition Lifecycle)

Basics in Creating Requisitions Using PeopleSoft

Create Requisition

On the Create Requisition page, there are 3 numbered

links across the top of the page indicating which stage you

are in the requisition creation process. Those links are:

1. Define Requisition

2. Add Items and Services

3. Review and Submit

Create Requisition – Define Requisition

• Under the Define Requisition link, the Requester field is

required before continuing to Add Items and Services

• The Business Unit and Currency fields are required but

will default based on security access.

• Requisition Name (description) field is optional. 36

Create Requisition – Add Items and Services

• The Add Items and Services link will contain tabs and

forms that corresponds to a specific type of requisition.

Those tabs are:

– Contract Labor, this form contains the option of creating a

resource, multi-resource, or deliverable based service

requisition.

– Web, this is for goods which directs you to the

Marketplace.

– Special Request, this form is for items or services where

a contract is not currently in place.

Creating a Requisition

Requisitions are created using the Create Requisition page.

Once created, you can review, edit, approve or cancel

requisitions from the Manage Requisition page.

Create

Requisition

Submit

Requisition

for Approval

Approved

Requisitions

are Sourced

Stock Request

Inventory

Purchase Order

Purchasing

Warehouse Vendor

Create Requisition – Review and Submit

• The Review and Submit link displays header information

and requisition lines.

Create Requisition – Line Details

Click here for

Line Details

Create Requisition – Line Item Details

Line Details can be viewed here.

Note: Select Amount

Only checkbox only in

the event of a special

one-time service

request. This will allow

payment without

receipt.

Create Requisition – Line Comments

Click here to

enter line

specific

comments

Line Comments

You can enter line specific comments and

add supporting documentation (example:

electronic copy of a quote) via the Add

Attachments button.

Create Requisition – Shipping Schedules

Enter shipping

information here. This is

at line level and will

have to be entered for

each item if applicable.

Create Requisition – Shipping Distribution

Click the Modify Line /

Shipping / Accounting

button to add the

distribution if

applicable.

Create Requisition – Shipping Distribution (continued)

Shown here is a

distribution of an item,

evenly split between 2

locations.

Create Requisition – Comments

• Comments can be entered for different circumstances.

Comments can be sent to the supplier, for display on

paperwork when items are received, for display when a

voucher is issued, and to an approver for review.

Create Requisition - Save & Preview Approvals

• If the requisition is not ready to be submitted for

approval, you can click the Save & preview approvals

button.

Adding Ad Hoc Approvers / Reviewers to a Requisition

• An approver/reviewer can be added via Ad Hoc to a

requisition. This would occur if a requestor or approver

wants to have a person not listed in the approval

workflow review/approve the request.

Adding an Ad Hoc Approver to Requisition

Once the Ad Hoc

Approver has

been selected,

either:

• Click Submit

button if done

while creating

the requisition.

• Click Apply

Approval

Changes

button if editing

the requisition.

Submitting a Requisition

• Before a requisition can be approved, it must be

submitted. Approved requisitions are then sourced from

inventory or placed on a purchase order (PO) and

dispatched to the supplier.

Navigating the Marketplace

Browsing Marketplace

Performing Keyword Searches

Performing Advanced Searches

Saving and Selecting Favorite Items

You can browse catalogs using Prodigo Marketplace

which is accessible from the Create Requisition page via

the Web tab.

Browsing Marketplace (continued)

Prodigo Marketplace will search catalogs for items based on

manufacturer, item ID or vendor name, and price ranges

depending on the search criteria you enter.

Watch as the instructor demonstrates how to execute

the Browsing Marketplace s transaction.

Your turn to try.

Using the provided data sheet, work instruction and/or

job aid to execute the Browsing Marketplace s

transaction.

When searching for items in the catalog, you are able to

search by using a keyword or phrase in the search field.

• You can use any combination of letters, numbers, and

spaces. The field is not case-sensitive.

• The search field will not allow quotation marks,

wildcards, punctuation marks (except for the

apostrophe), or special characters, such as %, |, ^, #,

@, $, (, and ).

In the Search field, you

can enter any of the

following:

• Keyword

• Vendor name

• Item ID

the Performing Keyword Searches in the catalog.

Your turn to try.

job aid to execute the Performing Keyword Searches in

the catalog.

• You can perform an advanced search in the Marketplace

using multiple criteria.

• An advanced search limits the number of items returned

after a search, therefore, it is best to enter specific

information, such as:

– Item description

– Item ID

– Manufacturer name

– Manufacturer item ID

– Vendor name

– Vendor item ID

Favorites are frequently ordered items and groups of items

that can be maintained in a single location. You can

organize favorite items as individual items (ungrouped) or

in groups.

• Ungrouped items are private, accessible only to you, and

are stored under the Requestor ID.

• Favorites groups can be shared with other roles and

users, and are stored by Requestor ID.

Saving and Selecting Favorite Items from Search

the Saving and Selecting Favorite Items in the catalog.

Your turn to try.

job aid to execute the Saving and Selecting Favorite

Items in the catalog.

Saving and Selecting Favorite Items - Using

Checkout History

Under the Action column, you

• Share your favorite

items/groups with other users

• Rename a group of items

• Add to Favorites

• Add to Cart to re-order

Creating a Requisition from Marketplace

Create Requisition from Marketplace Process Flow

Once the Requestor

Defines Requisition,

Marketplace can be

accessed via the

Web tab under the

Add Items and

Services link

Enter Prodigo

Marketplace

Browse

Marketplace

Select Favorite(s)

Search item on

Website

Enter Quantities

Review

Marketplace

Basket (Shopping

Exit Marketplace

(Express Checkout)

Submit

Requisition Update shipping, accounting,

include comments, or

attachments as appropriate

Creating Requisition from Marketplace

the Creating Requisition from Marketplace transaction.

Creating Requisition from Marketplace

Your turn to try.

job aid to execute the Creating Requisition from

Marketplace transaction.

Contract Labor “Services” Requisitions

Deliverable

Resource

Multi-Resource

Services Requisition – Resource/Multi/Deliverable

Creating a Service Requisition

To create a Service requisition for an individual resource,

multiple resources, or a deliverable, go to the Services tab from

the Create Requisition page.

• Deliverable Requisition

– For a service driven product. (Example: IT software

Implementation with milestones/phases)

• Resource Requisition

– For one person, from one supplier, at an hourly rate with or

without expenses. (Example: Independent contractor or

nurse staffing)

• Multi-Resource Requisition

– For Multiple Services and Multiple Service Providers from

one supplier. (Example: Large firm with multiple service

providers (consultants) at variable hourly rates)

Creating a Service Requisition

When creating a Service

Requisition, select the

appropriate Service Method.

You can choose Deliverable,

Multi Resource, or Resource.

Creating a Deliverable Services Requisition

the Creating a Deliverable Services Requisition

transaction.

Creating a Deliverable Services Requisition

Your turn to try.

job aid to execute the Creating a Deliverable Services

Requisition transaction.

Creating a Resource Services Requisition

the Creating a Service Requisition for Resource

transaction.

Creating a Resource Services Requisition

Your turn to try.

job aid to execute the Creating a Resource Services

Requisition transaction.

Supplier Contracts Overview

• The Supplier Contract Management application in PeopleSoft is used

in the source-to-settle business process for managing supplier

contracts.

• The Supplier Contract Management application links Microsoft Word-

based authored contracts to the following transactional elements:

– PeopleSoft Purchasing

– Buy-side events in PeopleSoft Strategic Sourcing

– Requisition request-related documents in PeopleSoft

eProcurement

Completing an Independent Contractor Checklist

• For a Service requisition when

an Independent Contractor is

requested, additional forms

are required in order to

process the requisition.

• The Independent Contractor

Checklist is created by

creating an Ad Hoc Document

for the Independent

Contractor Checklist.

• A web link (url) will be

provided to the Leader

creating the Ad Hoc

Document where the Service

Provider Questionnaire can

be attached.

Requisition for Independent Contractor Process

Create Service Requisition for an Independent

Contractor

Send Service Provider

Questionnaire to the potential

Independent Contractor to

be filled out and returned

Create and submit Ad Hoc

Document (Independent

Contract Checklist) with Requisition ID

Attach the Service Provider

Questionnaire and Submit Ad

Hoc Doc

Once Ad Hoc document has

been approved,

service agreement

(contract) is drafted

When contract has been

finalized, the requisition can

be sourced, and work

order issued

Requestor Contract Administrator

Creating an Ad Hoc Document

• Requisition documents may be required when creating a

requisition that captures additional information from the

requestor. Examples of Ad Hoc documents include:

– Independent Contractor Checklist

– New Item Request

• To create/add a document, go to Supplier Contracts >

Create Contracts and Documents > Document

Management

• Based on the document type selected, a document wizard

specific to that document type will guide you through required

fields necessary to complete the Ad Hoc document.

• For the Independent Contractor Checklist, the Service

Provider Questionnaire needs to be attached to the Ad Hoc

Document using the url attachment link provided.

Creating an Ad Hoc Document

Try the simulation.

You can run the Creating an Ad Hoc Document

simulation in Try It! or Know It! mode.

• Try It!: To practice

• Know It!: To test your knowledge

Adding an Attachment to a Document

Once the Ad Hoc

document has been

created for the

Independent Contractor

Checklist, click the Add

Attachments/Related

Documents link to

attach the completed

Service Provider

Questionnaire.

Creating a Multi Resource Services Requisition

Creating a Multi-Resource Services Requisition

the Creating a Multi-Resource Services Requisition

transaction.

Creating a Multi-Resource Services Requisition

Your turn to try.

job aid to execute the Creating a Multi-Resource

Services Requisition transaction.

Service Requisition Approvals

• A requestor that creates Service requisitions may be

required to approve timesheets, expenses, or progress

logs submitted by the supplier.

• The approval request will come through Worklist.

Special Request Requisition

Creating Special Request for Goods or Services

• A one-time need for item, or service not covered by long-

term contract (HVAC repair, plumbing repair).

• Equipment service contracts, IT license and support

agreements.

• If an item that you want to purchase is not available in

Marketplace, you can create a special request for the

• A special request can be for goods or services currently

not on a contract, for a capital purchase, or for a project

purchase.

Creating Special Request for Goods or Services

(continued)

• Special Request requisitions require the Vendor to

already exist in the system (user cannot enter any

vendor in the Vendor field).

• If you want to use a vendor that is not in the system,

enter the recommended vendor name and information in

the Comments field.

– Note: The order will not be placed until the vendor

recommended has been verified and added to the system.

Creating Special Request Requisition – Service Contract

the Creating Special Request for Goods/Services

transaction.

Creating Special Request Requisition - Service Contract

Your turn to try.

job aid to execute the Creating Special Request for

Goods/Services transaction.

Requisition Types – When to Use

When Ordering Goods

• Office Supplies: use Staples online ordering

– No change in process

• Food and Pharmacy goods: use the vender online

ordering

– No change in process

• Any other goods: use PeopleSoft

– Click Web tab and click Prodigo Marketplace link

– If item not found in Marketplace, use Special Request

When Ordering Services

Use Services tab

• For specialized contracted labor

services

• Examples:

– Independent Contractor

– Agency Nurse Staffing

– IT Contracted Labor

– Construction Contracted Labor

• Select Services Method

– Deliverable: service driven product

(example: IT software implementation

with milestones/phases)

– Resource: one person from one

supplier at hourly rate, with or without

expenses (example: Independent

Contractor, Nurse staffing)

– Multi-Resource: multiple service

providers from one suppler (example:

large scale-activity with multiple service

providers at variable hourly rates)

Use Special Request tab

• For routine services

• One-time service need not covered by

long-term contract

• Fixed term

• Fixed dollar amount per period (monthly,

quarterly, annual, etc.)

• Examples

– Lawn care

– Elevator maintenance

– Capital equipment and service

– Instrumentation service

– Service contracts with variable expenses

over the term of the contract

– One-time HVAC or plumbing repair

– IT license and support agreements

– Equipment leases

– Project Capital or Non-Capital purchases

– Catering (i.e. luncheon, meetings, etc.)

When Ordering Capital or Project Goods/Services

• Enter requisition in PeopleSoft

– Click Special Request tab

• If Capital purchase, enter Chartfield values

– AM Business Unit (Asset Management Business Unit)

– Cap # (Capital Plan number)

– Sequence

– Select Capitalize checkbox if appropriate

• If Project purchase, enter Chartfield values

– PC Business Unit (Project Costing Business Unit)

– Project

– Activity

– Source Type 99

Bill Only Requisitions – Patient Related Only

• Bill Only items are typically items that require expedited

processing, therefore, these items have been pre-

sourced.

• When creating a Bill Only requisition, there are a few

special requirements to ensure accurate processing

which include:

– Changing the Line Default Buyer to a Bill Only Buyer for

proper routing through workflow.

– Enter a Requisition Name that must include Patient ID,

Surgery Date, and Physician Name

– Enter Bill Only requisition Comments and select Approval

Justification (be sure to copy and paste the Requisition

Name into the header comments.)

101 101

Managing Requisitions

Managing Requisitions Process Flow

Manage Requisitions

From here

you can

choose to

cancel,

copy, or edit

requisition,

as well as,

approvals

and view a

printable

version.

Editing a Requisition

• When creating a requisition and the Save & preview

approvals button is clicked, the requisition will remain in

“hold” status until you click the Save & submit button

• Changes to a requisition are possible:

– As long as the requisition is on “hold” because it has

not been sent for approval.

– Until the requisition has been sourced.

• If changes need to be made after the requisition has

been sourced, you will need to notify the buyer to make

changes on the purchase order.

Canceling a Requisition

From the Manage

Requisitions page, you can

cancel an individual requisition

line if it has not yet been

sourced, by clicking the red “X”.

Canceling a Requisition (continued)

Click the OK button to

confirm cancellation.

Before the cancellation occurs,

a Confirmation page will display

explaining that the requisition

cannot be reactivated once

cancelled.

A comment field is

available for

documenting why

the requisition is

being cancelled.

Copying a Requisition

• Copying existing requisitions eliminates redundant data

entry by using an existing requisition as a template. You

can select and copy a requisition for supplies, regardless

of its status. If information already exists on the

requisition line you are copying, you are prompted to

confirm that you want to clear existing data and proceed

with copying the requisition to the selected line.

• The status of the newly created requisition is Open,

Pending, or Approved, depending on requestor setup.

• Values that were copied over with the requisition can be

overridden. Activity and original requisition dates are not

copied over.

Returns To Vendor Process

Purchasing Role in Return to Vendor Process

Purchasing

receives request to

return product via

email from

Requestor

required

Sends RMA

request to

Vendor

Enter RTV

Vendor

issues RMA

Inventory

Personnel

to Return

or Destroy

Notify Invent

Personnel of

Inventory Personnel Role in Return to Vendor Process

Inventory

Personnel

to issue from

inventory to

Return or

Destroy?

Inventory Item Non-Inventory Item

Destroy Ship to

Vendor

replaces

Receives

replace-

Auto Credit Memo issued

Requisition Lifecycle – eProcurement

• The Requisition Lifecycle section displays the business

process flow for a requisition with links to various

documents. Requisition creation is the start of the cycle

and finishes once Payment has been issued.

• Stages in the requisition lifecycle that are complete or in

progress are highlighted with active links (the example

above, active links are Requisitions, Approvals, and

Purchase Orders) 111

Requisition Lifecycle - eProcurement (continued)

• Requisition – A summary of details for a Requisition can

be accessed from here.

• Approvals – Click the Approvals link to view the current

approval status of the requisition and view line approval

details.

• Inventory – You can view the material stock request

created from this requisition to fulfill the demand using

inventory stock.

Requisition Lifecycle – eProcurement (continued)

• Purchase Orders – The Purchase Order Inquiry page can be accessed from here to view information about the purchase order that this requisition was sourced to, along with the associated purchase order number, buyer, and vendor.

• POA - The Purchase Order Acknowledgement Summary page can be accessed from here to view the purchase order acknowledgement tied to this requisition, as well as, review any comments or changes from the vendor.

• Change Request – The Change Request page can be

accessed from here to review any change request

information entered on a purchase order.

• Receiving – The Manage Receipts page can be accessed

from here to view the purchase order receipt linked to your

requisition.

• Returns - The Manage Return to Vendors page can be

accessed from here to view the RTV linked to your

requisition.

• Invoice - The Purchase Order Inquiry page can be

accessed from here to view the requisition, purchase

order, receipts, and vouchers.

• Payment – The Payment Inquiry page can be accessed

from here to view payment details.

Requisition Lifecycle – sProcurement

• Similar to ePro requisitions, the lifecycle for sPro requisitions track the following data:

– Requisition

– Approvals

– Sourcing

– Work Order

– Time and Expense

– Invoice

Query Reports

• Depending on your system

access, you may be able to

run query reports through the

Query Manager under

Reporting Tools.

• Shown here is an example

list of query reports.

Query Results Example

Requisitions Without POs 10 Days or More

Running Query Reports

Try the simulation.

You can run the Running Query Reports simulation in

Try It! or Know It! mode.

• Try It!: To practice

• Know It!: To test your knowledge

Lesson 2 Summary

Having completed this lesson, you should now be able to:

• Create a Requisition for:

– Items from Marketplace

– Deliverable Service

– Resource Service

– Multi-Resource Service

– Special Request

• Create an Ad Hoc Document

• Manage Requisitions (View Requisition Lifecycle)

Course Summary

Learning Objectives

Having completed this course, you are now able to:

• Understand eProcurement/sProcurement functions

• Create and Manage Various Requisition Types

• Manage Documents (this encompasses Supplier

Contract Management Functions)

Course Quiz – Question 1

Which of the following is not a step within the

eProcurement process?

A) Requisition

B) Purchase Order

C) Awarding Bids

D) Receipt

E) Voucher

Which of the following key chartfields are required on all

purchases?

A) PC Business Unit, Project ID, Activity, Source Type

B) AM Business Unit, Profile ID, Capital Sequence

C) GL Unit, Department, Account

D) All of the above

E) None of the above

What are the 3 stages in Create Requisition?

A) Create Requisition, PO Approval, Item Delivery

B) Define Requisition, Add Items and Services, Review and

Submit

C) Add Items and Services, Review and Submit, Create

Purchase Order

D) Create Requisition, Source, Create Purchase Order

Which of the following cannot be performed in

Marketplace?

A) Browse for items

B) Save favorites

C) Save and Submit requisition

D) Search supplier website

Which module in PeopleSoft do you access to create an Ad

Hoc document (Example: Independent Contractor

Checklist)?

A) Supplier Contracts

B) eProcurement

C) Services Procurement

D) Purchasing

Which of the following is not a Service Requisition type?

A) Multi-Resource

B) Deliverable

C) Resource

D) Capital

True or False.

A Bill Only Requisition is handled outside of the system

because goods have been pre-sourced and purchase order

created.

True or False.

A requisition can be copied to create a new requisition for

supplies regardless of status.

Getting Help

• Online Training

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PeopleSoft Training –

Requisitioning for Goods

and Services Course

peoplesoft training – requisitioning for goods and...

Documents

daca requestors with an ident response...jun 05, 2018 ·...

pedoman upk 2014

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introduction to iprocurement (requisitioning)

requisitioning module user guide - sourcedogg

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upk standards sample

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collaborative requisitioning guide

sceis requisitioning, purchasing, and...

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sc110 umoja requisitioning overview

e-procurement training manual: requisitioning...

upk sesi mikro1

introduction to oracle upk - mindstream analytics to upk...

pengelolaan keuangan upk

upk install

requisitioning - jefferson.edu

upk : menuju sejahtera upk 1 kelurahan : sudajayahilir ·...