Updated May 22, 2013
Workshop Description:
Each session is a three-hour lab environment. Participants are required to take this workshop if they plan to take the Delegated Receiver Final Assessment. During the session participants create requisitions and purchase orders within the training environment. While attending the Purchasing Experience, participants will have the opportunity to work on the Receipts packet.
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 required for all who are requesting access for the Delegated Receiver role in the Financials system.