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.