Purchasing Training

Updated November 29, 2016

Below is a chart that provides a list of required and recommended training courses by Financials system role. The recommended sequence of training is indicated by the order of the listed courses and workshops.

To read Class Descriptions, click on the name of the course or the Carmen button.

For guidance on registering for a Carmen course, see Carmen Courses Self-Registration Job Aid.

To register for all other courses, see HR and Financials Training Register or Cancel.

 

Job Responsibility/ Financials System Role Description Required Training

(in addition to prerequisites)

Recommended Training

PO_Delegated Buyer

Enter purchase orders not to exceed 5K in value.

Carmen

Purch1 Policy Overview

Purch2 Requisitioner

Purch3 Delegated Buyer

Purch4 Inquiry

Purchasing Experience

Delegated Buyer Final Assessment

The Procurement & Payment Process

Managing Your Department's Capitalized Equipment

PO_Receiver Enter a receipt for goods or services, generate a report, and notate delivery information. (All capitalized assets exceeding a certain dollar threshold must be entered into the system when received.)

Carmen

Purch1 Policy Overview

Purch4 Inquiry

Purch6 Receiver

Purchasing Experience

Delegated Receiver Final Assessment

The Procurement & Payment Process

Managing Your Department's Capitalized Equipment

PO_Req_PO Approver Review and approve requisitions and purchase orders. (Used in conjunction with associated workflow roles.)

Carmen

Purch1 Policy Overview

Purch4 Inquiry

Purch5 Approver

Carmen

Purch2 Requisitioner

Purch3 Delegated Buyer

Purchasing Experience

The Procurement & Payment Process

Managing Your Department's Capitalized Equipment

PO_Requisitioner Enter requisitions for an assigned department.

Carmen

Purch1 Policy Overview

Purch2 Requisitioner

Purch4 Inquiry

Purchasing Experience

The Procurement & Payment Process

Managing Your Department's Capitalized Equipment