Purchasing Experience 1 and 2 | Office of the CIO

Updated 9/22/14

Workshop Description:

There are two monthly sessions scheduled. Each session is a three-hour lab environment. Participants are required to take Purchasing Experience 1 and may sign up for the additional Purchasing Experience 2 as needed for further practice. During the sessions participants create requisitions and purchase orders within the training environment. While attending the Purchasing Experience session, participants will have the opportunity to work on one to five packets:

eStores
Inquiry
Requisitions
Purchase Orders
Receipts

New users will be able to:

View the Financials system pages.
Complete entry fields.
Use the look up feature.
Identify the fields with default values.
Become familiar with the navigational features.
Practice, practice, practice.

Prerequisites:

Prerequisite courses are identified by role in the chart below:

	Your Purchasing Role
Online Purchasing Courses and Forms	Requisitioner	Delegated Buyer	Approver	Receiver
Purch1 Policy Overview	Required	Required	Required	Required
Purch2 Requisitioner	Required	Required	Recommended
Purch3 Delegated Buyer		Required	Recommended
Purch4 Inquiry	Required	Required	Required	Required
Purch5 Approver			Required
Purch6 Receiver				Required
Purchasing Experience	Recommended	Required		Required
Final Assessment		Required		Required
Submit Memorandum of Understanding (MOU)		Required
Financials system Access Request Form	Required	Required	Required	Required

Workshop Length:

3 hour monitored workshop in a computer lab for hands-on practice.

Audience:

This workshop is recommended for all personnel who have or are requesting, access for the Requisitioner role in the Financials system. It is required for all who are requesting access for the Delegated Buyer or the Receiver role in the Financials system.