Online Courses


Purchasing Courses

  • Purch1 Policy Overview

    Provides an overview of university procurement methods and policies related to purchasing on behalf of the university. After completing this course, participants will be able to explain relevant policy guidelines and list the methods available to purchase goods and services.
  • Purch2 Requisitioner

    Describes the responsibilities of a Requisitioner and explains the procurement process. After completing this course, participants will be able to enter an eStores requisition and a standard requisition, describe the steps in the requisition process, and use the Procurement ASSIST pages as a reference for processing all the variations of requisitions. Information about OSP Purchasing is included to explain any differences in specific procedures.
  • Purch3 Delegated Buyer

    Introduces the steps for processing a purchase order in the Financials system including how to enter, dispatch, modify (as needed) and close a standard purchase order. After completing this course, participants will be able to define the responsibilities of a Delegated Buyer, describe the steps in the purchase order process, and use the Procurement ASSIST pages as a reference for processing all the variations of POs.
  • Purch4 Inquiry

    Provides an overview of the procurement inquiry tools. After completing this course, participants will be able to identify and use the Procurement Inquiry tools, and leverage the selection criteria fields to get more specific results.
  • Purch5 Approver

    Provides an overview of the approval process in the Financials system. After completing this course, participants will be able to describe the responsibilities of an Approver, use the Worklist to approve/deny transactions and add comments to explain why a transaction is being denied.
  • Purch6 Receiver

    Provides an overview of the receiving process in the Financials system. After completing this course, participants will be able to explain the benefits of the Central Receiving process and when a supplier may deliver directly to the department. They will also be able to describe the receiving process, identify the steps for entering different types of receipts, enter comments on a receipt and receive partial shipments or damaged goods.
  • Purchasing Experience

    To register, see HR and Financials Training Register or Cancel

    Purchasing Experience – Delegated Buyer/Requistioner

    This three-hour session is held in a computer lab. During this session, participants create requisitions and purchase orders within the training environment. While attending the Purchasing Experience session, participants will have the opportunity to:

    • View the Financials system pages
    • Work on training scenarios for requisitions and purchase orders
    • Complete entry fields
    • Access Inquiry pages
    • Become familiar with the navigational features

    Note: Participants are required to take Purchasing Experience – Delegated Buyer/Requisitioner if they are requesting to take the Delegated Buyer Final Assessment.

    Purchasing Experience – Delegated Receiver

    This three-hour session is held in a computer lab. During this session, participants will be working with a "receipts" packet to enter, update, and inquire on different types of receipts in the training environment.
    New users will be able to:

    • View the Financials system pages
    • Complete entry fields
    • Use the look up feature
    • Identify the fields with default values
    • Become familiar with the navigational features

    Note: Participants are required to take Purchasing Experience – Delegated Receiver if they are requesting to take the Delegated Receiver Final Assessment.
  • Final Assessment

    Delegated Buyer Final Assessment

    The Final Assessment includes questions and problems to solve based on typical day-to-day assignments of a Delegated Buyer. For example, a Delegated Buyer trainee will create several purchase orders and requisitions in the training database that will be reviewed for correctness and appropriateness.

    Delegated Receiver Final Assessment

    The Final Assessment includes questions and problems to solve based on typical day-to-day assignments of a Delegated Receiver. A Receiver trainee will enter receipts, receive partial shipments or damaged goods, and enter comments as necessary.

    The chart below shows the courses and forms that are required for each Purchasing role. Individuals who are new to these roles must complete the applicable training courses before a Memorandum of Understanding (MOU) and System Access Request Form is submitted.
Your Purchasing Role
Online Purchasing Courses and Forms Requisitioner Delegated Buyer Approver Receiver
Purch1 Policy Overview Required Required Required Required
Purch2 Requisitioner Required Required Recommended
Purch3 Delegated Buyer Required Recommended
Purch4 Inquiry Required Required Required Required
Purch5 Approver Required
Purch6 Receiver Required
Purchasing Experience Recommended Required   Required
Final Assessment Required Required
Submit Memorandum of Understanding (MOU) Required
Financials system Access Request Form Required Required Required Required