Purchasing Experience - Delegated Receiver

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.