This basic course is designed to familiarize the new user with PeopleSoft eProcurement Requisitioning processes. These processes facilitate the purchase of items, approvals, change requests, receipt of items and returns to vendor. These processes also facilitate the payment of invoices for goods/services received.
Individuals who need to purchase goods or services.
Individuals who need to process invoices for payment.
Individuals who need to approve purchases or invoice payments.
Prior Knowledge Assumptions
Basic computer skills, including Internet skills.
Familiarity with working in a Windows environment.
There are no prerequisites for this course.
Upon completion of this course, users will knowhow to:
- Create and submit a Catalog requisition
- Create and submit a Special Request AutoSourced requisition
- Receive items
- Return Items to Vendor
- Enter a Change Request
We will supply you with links to support documents such as job aids, online training and the supportdesk.
Before coming to class users MUST be able to:
1) Log into their My U of C Portal at https://my.ucalgary.ca with their SecurID.
2) Click on the “PeopleSoft for Finance and Materials Management” link.
3) Click on “eProcurement” within PeopleSoft.
If you cannot do one of the above you will not be ableto participate in the hands-on portion of the class. Please contact the PeopleSoft Support Centre for assistance,by phone at 220-5555 (Ext.2), or by email at email@example.com.
This course is subject to cancellation if registration is low.