PeopleSoft customers continue to look for unique ways to take advantage of delivered powerful tools. PeopleSoft provides these powerful procurement tools in the form of workbenches – Requester’s Workbench, Buyer’s Workbench and Sourcing Workbench.
Let’s explore the usage of these tools in PeopleSoft Procurement process.
Requesters can search for Requisitions based on Requisition ID, Supplier ID, Item ID, Requester, Requisition Date, Requisition Status, Sourcing, Chartfields.
Once the search criteria has returned one or more requisitions, requester can perform multiple functions – Update, Approve, Unapprove, Cancel, Close, Inquiry on selected requisitions.
The example to Unapprove an Approved Requisition is shown below:
In a similar manner, a requester can perform other functions as well.
Sourcing Workbench is another powerful tool in the sourcing process. It gives the results of each of the sourcing steps. The user can view the data in the staging tables based on many selection criteria like Process Instance, Requisition ID, Buyer, System Source, Stage Status etc. At any given point of time, if a user wants to know where a Requisition is in a process, Sourcing workbench is the place to look for.
Once the search criteria has returned one or more Staged rows, user can perform multiple functions – View Errors, Correct Errors, Change Status, Update Staged Rows, View Requisition details, View Sourcing details on selected staged purchase orders.
The example to View Errors is shown below:
Sourcing Workbench component is also used to recycle and purge multiple rows at once based on the selection criteria.
Buyers can search for a Purchase Order based on PO ID, Supplier ID, Item ID, Buyer, Requisition ID, PO Status, Receiving , Matching Status, Chartfields
Once the search criteria have returned one or more Purchase Orders, the buyer can perform multiple functions – Update, Approve, Unapprove, Cancel, Close, Dispatch, Preview on selected purchase orders.
The example to Cancel a PO is shown below:
Buyer can perform other functions as well in a similar manner.
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