iProcurement 1: Getting Started in iProcurement

PrerequisitesNew

This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders, as well as managing them.

Departmental Purchasing staff (Buyers and Requisitioners) who have to raise requisitions.

To ensure the relevant topics are completed as part of your training, it is essential that we know the following information:

• Whether you are a Buyer or Requisitioner
• Your approval Limit
• Whether you approve other colleagues requisitions
• Autocreating (only if your department has users set up with Requisitioner responsibility)
• Please bring with you a note of the Project/GL codes that you are likely to be using. This information can be obtained from your departments accounts office.

Please put the information required in the Special Requirements section of your booking. Your booking will not be approved until we have this information

Number of sessions: 2

The morning session will cover:

• Adding products and orders for services to your shopping basket
• Checking out orders using correct accounting and tax codes
• Managing requisitions
• Receipting and returning orders
• Approving orders (for approvers only)

The afternoon session for those who will be an iProcurement Buyer:

• Managing your own purchase orders
• Autocreating (only applicable to certain users)

Demonstrations and practicals.

• Lunch is not provided.
• This course is mandatory if you require an iProcurement responsibility.
• Requisitioners only need to book the morning session.
• Buyers must attend both sessions

1 Day, however the course is split into two sessions:

• For iProcurement Requisitioner responsibility please only book the morning session.
• For iProcurement Buyer responsibility please book the morning and afternoon session

Monthly