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, January 30, 2015 - 10:30 - 12:00 Seattle Campus Closed
Wednesday, February 4, 2015 - 10:30 - 12:00 Seattle Campus Open
Tuesday, February 10, 2015 - 10:30 - 12:00 Seattle Campus Open
Tuesday, February 24, 2015 - 10:30 - 12:00 Seattle Campus Open
Monday, March 2, 2015 - 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
Wednesday, March 18, 2015 - 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, demonstrations, and lab exercises using the Ariba Training Environment facilitate the learning process. Duration approximately 3 hours.

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

Link to Class Materials:

Click the picture below if you would like to view or print the class materials in advance:

Event Date / Time Location Registration
Thursday, January 29, 2015 - 13:00 - 16:00 Roosevelt Commons Computer Lab Open
Tuesday, February 10, 2015 - 10:00 - 12:30 Webcast Open

 

Initiating a Subaward via eProcurement

Course Description: This course provides an introduction to initiating a Subaward in the eProcurement system during the transition from PAS to Ariba.

Prerequisites:Please bring any open PAS PO #’s and Subrecipient Entity names you are working with for the Q&A portion of the class.

Topics Covered:

  • How to initiate an Outgoing Sponsored Program (OSP) Subaward via eProcurement
  • Viewing and understanding approval flow
  • Best Practices & Tips

Instructors: Collaboratively taught by the Office of Sponsored Programs & Procurement Services

 

Event Date / Time Location Registration
Tuesday, February 3, 2015 - 09:00 - 10:30 Roosevelt Commons Computer Lab Open
Friday, February 20, 2015 - 09:00 - 10:30 Roosevelt Commons Computer Lab Open
Tuesday, March 3, 2015 - 09:00 - 10:30 Roosevelt Commons Computer Lab Open
Wednesday, April 1, 2015 - 09:00 - 10:30 Roosevelt Commons Computer Lab Open
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