iProcurement Part 1: Getting Started in iProcurement

Prerequisites

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

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

To ensure the relevant topics are completed as part of your training, we must 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

Number of sessions: 2

• Adding products and orders for services to your shopping basket
• Checking out requisitions ensuring the correct account and tax codes are entered
• Managing requisitions
• Receipting and returning orders
• Approving requisitions (for approvers only)

• For iProcurement Buyers only:
  • Managing your own purchase orders via the Buyers Work Centre
  • Autocreating (only applicable to certain users)

To accurately raise a requisition in iProcurement.

Demonstrations and practicals.

• Lunch is not provided.
• This course is mandatory if you require an iProcurement responsibility.
• Those who will have an iProcurement Requisitioner responsibility wil only need to book the morning session.
• Those who will have an iProcurement Buyer responsibility wil need to book both sessions and may only need to stay for some of the afternoon session.

1 Day. If you are a Requisitoner you only need to attend the morning session.

Monthly

• An Introduction to University Finance