eProcurement: Requisitions and Receiving

This course covers step-by-step instructions for completing an electronic requisition through PeopleSoft.  Requisitions are used to purchase items in the following circumstances:

•             From our contract vendors in the ShowMeShop

•           When credit cards are not accepted

•           When the purchase amount is greater than $5,000

•           When paying for services performed on campus

 Topics discussed include:

•           Entering and editing requisitions including:

•           Catalog items from contract vendors (ShowMeShop)

•           Non-Catalog items

•           Approving requisitions

•           Entering receivers on Non-Catalog purchase orders

This course is required for faculty and staff who purchase items with our contract vendors.
 
To gain access to PeopleSoft Financials eProcurement, you must do the following:
        1.  Complete the PeopleSoft ePro End User Security Form
        2.  Obtain your supervisor's signature
        3.  Fax the form to Procurement at 235-5552
 
When you have satisfactorily completed the training course, you will be given access to this PeopleSoft module.
 

Course Description-Open Lab Sessions
 
An open lab session is a time set aside to enter live orders in eProcurement for your department.  Staff from Procurement will be available to assist and answer questions.  This is not a training session, and you need to already have access to eProcurement before attending.
 
Lab sessions are an opportunity to get some help with any part of the ePro process you find challenging, whether it’s building a cart in a hosted or punch out environment, checking out from punch outs, adding non-catalog items, or changing chart fields and ship to codes. 
 
Instructor: 
Krista Young, Administrative Associate - UMKC Procurement Services