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.

* Please read all the information below carefully before booking, as the sessions you need to attend depends on your role within the department *

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

Your booking will only be confirmed by us once you have provided the following information:

• Your 2 digit department code
• Whether you are a Buyer or Requisitioner
• Your purchasing Limit
• Whether you will be approving other colleagues requisitions
• Will you be 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, practical exercises.

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

1 Day. If you are to be a Requisitoner you only need to attend the morning session. Buyers will need to attend both morning and afternoon sessions.

Monthly

• An Introduction to University Finance