Purchasing Training | Office of the CIO

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 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.	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.)	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.)	Purch1 Policy Overview Purch4 Inquiry Purch5 Approver	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.	Purch1 Policy Overview Purch2 Requisitioner Purch4 Inquiry	Purchasing Experience The Procurement & Payment Process Managing Your Department's Capitalized Equipment