Purchasing

This course consists of the following units. If you have completed a set of PeopleSoft training you are welcome to return at any time if you would like to practice your skills in one or more units:

Purchasing I
Purchasing II

Purchasing I

Target Audience

This unit is aimed at staff who are required to raise purchase orders to purchase goods. Access to the Purchasing system is provided based approval by the relevant Faculty Finance Manager and the Finance Branch as well as completion of Purchasing II. Attendance at training does not guarantee access to the University's information systems.

Overview

This unit covers the basic processes involved in raising purchase orders, including creation, approval, dispatch, change and cancellation. A thorough explanation of the PO life cycle is covered to assist staff to understand their responsibilities and options.

Co-requisite Courses

Purchasing II is currently set as co-requisite to Purchasing I. Upon completion of Purchasing II you will be required to attend an open book Purchasing Assessment session by the Financial Systems Manager before access is granted to the Financial Services System.

Course Duration

3.5 hours.

Competencies

At the completion of the course, attendees will be able to:

1. Create an express purchase order.
2. Create a multi-line purchase order..
3. Copy a purchase order.
4. Change a purchase order.
5. Create a purchase order with comments.
6. Cancel a purchase order.
7. Reserve a purchase order.
8. Complete a reserved purchase order.
9. Create a urchase order for a service.
10. Create a purchase order for a trade-in.
11. Record the receipt of ordered goods.
12. Change a receipt.
13. Cancel a receipt.
14. Troubleshoot a purchase order.

Purchasing II

Target Audience

This unit follows the Purchasing I course and is aimed at the same group of staff, namely those responsible for purchase orders. Access to the Purchasing system is provided based on approval by the relevant Faculty Finance Manager and the Finance Branch as well as completion of appropriate training. Attendance at training does not guarantee access to the University's information systems.

Overview

This unit covers the more advanced concepts of pre-payments, foreign currency, supplier management and voucher registrations. It also covers some basic reporting.

Prerequisite and Co-requisite Courses

Staff are required to have attended Purchasing I before attending Purchasing II. Upon completion of Purchasing II you will be required to attend an open book Purchasing Assessment session by the Financial Systems Manager before access is granted to the Financial Services System.

Course Duration

3.5 hours.

Competencies

At the completion of the course, attendees will be able to:

1. Create multi-line purchase order with multiple distributions per line.
2. Create purchase order for a foreign currency.
3. Place a purchase order on hold.
4. Register a voucher for petty cash.
5. Register a voucher for expense reimbursement.
6. Register a voucher for reimbursement to a visiting lecturer.
7. Register a voucher for a travel advance.
8. Acquittal of a travel voucher.
9. Locate an existing vendor.
10. Create a new vendor.
11. Change vendor address on a purchase order.
12. Correct match exceptions for purchase orders.

For further details about courses go to the schedule of courses at the ITS training site.