Training Opportunities

ProCard Cardholder Training

This is a beginner's class with a focus on cardholder ProCurement Card responsibilities and UW purchasing policies and procedure in addition to an overview of JP Morgan Chase's web based transaction review system. If you are only responsible for your own transactions you should sign up for a Cardholder's class.

Event Date / Time Location Registration
Friday, November 7, 2014 - 10:30 - 12:00 Seattle Campus Closed
Friday, November 14, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, December 5, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, December 12, 2014 - 10:30 - 12:00 Seattle Campus Open

ProCard Administrator Training

If it is your responsibility to review transactions of other cardholders in addition to your own, or you only review other cardholder transactions, you will need to sign up for an Administrator's class. This is a class focused on department configuration of ProCurement Card responsibilities in addition to an overview of JP Morgan Chase's web based transaction review system.

Event Date / Time Location Registration
Friday, November 21, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, December 26, 2014 - 10:30 - 12:00 Seattle Campus Open

Creating a Blanket Purchase Order (BPO) in eProcurement

Course Description: This course is an introduction to the Blanket Purchase Order (BPO) functionality of the eProcurement system. It describes how to create, submit and receive for BPOs that are:

  • Under and over the Direct Buy Limit
  • Outgoing Sponsored Program (OSP) Subawards

A mixture of lecture and demonstrations will be used to facilitate the learning process. Practice scenarios will be provided for those interested in trying out the BPO functionality back at their desks on the UW Ariba training environment. In addition, follow-up, hands-on practice sessions will be scheduled with webcast chatroom access to a facilitator to help you navigate through the process of creating a BPO at your desk using the Ariba Training Environment.

Topics Covered:

  • Where BPOs fit in eProcurement
  • How to create a BPO under the Direct Buy Limit
  • How to create a BPO over the Direct Buy Limit
    • Sole Source Justification
    • Procurement Services Buyer Review
  • How to create a BPO for an Outgoing Sponsored Program (OSP) Subaward
  • Viewing and understanding approval flow
  • How to Receive for a BPO
  • Understanding Best Practices
Event Date / Time Location Registration
Wednesday, November 5, 2014 - 14:00 - 16:00 Seattle Campus Closed
Wednesday, November 12, 2014 - 14:00 - 16:00 Seattle Campus Open
Friday, November 21, 2014 - 10:00 - 12:00 Seattle Campus Open
Monday, November 24, 2014 - 10:00 - 12:00 Seattle Campus Open
Thursday, December 4, 2014 - 14:00 - 16:00 Seattle Campus Open
Wednesday, December 10, 2014 - 10:00 - 12:00 Seattle Campus Open
Monday, December 15, 2014 - 14:00 - 16:00 Seattle Campus Open
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