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Wed 2 Oct 2019
09:30 - 15:45

Venue: Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Provided by: Finance Training


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iProcurement Part 1: Getting Started in iProcurement

Wed 2 Oct 2019

Description

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

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

Target audience

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

If you need guidance on whether you need to be a Requisitioner or Buyer, and about buying limits, approving etc, please check our guide at https://www.finance.admin.cam.ac.uk/files/iprocurement_training.pdf or speak to your line manager or Finance Key Contact for advice.

Prerequisites

To ensure the relevant topics are completed as part of your training and to set up your training account, we must know some key information about your iProcurement responsibilities.

If you need guidance on whether you need to be a Requisitioner or Buyer, and about buying limits, approving etc, please check our guide at https://www.finance.admin.cam.ac.uk/files/iprocurement_training.pdf or speak to your line manager or Finance Key Contact for advice.

You must supply the information using our short survey. https://cambridge.eu.qualtrics.com/jfe/form/SV_emlPJanSAARTCm1?course=iproc_buyer_online

  • On the day of the course 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 department's accounts office.
Sessions

Number of sessions: 2

# Date Time Venue Trainer
1 Wed 2 Oct   09:30 - 13:00 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) map Helen Bailey
2 Wed 2 Oct   13:45 - 15:45 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room) map Helen Bailey
Objectives
  • 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)
Aims

To accurately raise a requisition in iProcurement.

Format

Demonstrations and practicals.

Notes
  • 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 sessions and may only need to stay for some of the afternoon session.
Duration

1 Day.

If you are a Requisitoner you only need to attend the morning session.
If you are a Buyer you will need to attend both the morning and afternoon sessions.
Frequency

Monthly

Themes

Booking / availability