Training Opportunities

Introduction to Non-Catalog Ordering

This course is an introduction to the University of Washington Non-Catalog Ordering functionality of the eProcurement system. It describes how to create and submit Non-Catalog Orders when:

  • The items are not available in either a hosted or punchout catalog
  • The total order amount is less than $10,000, not including tax
  • The items are NOT on the PAS (Purchasing and Accounting System) Small Dollar Purchase Exceptions list
  • A purchase order needs to be sent to the supplier
  • A mixture of lecture, demonstrations, and lab exercises facilitate the learning process.

Topics Covered

  • Features, Benefits and Requirements
  • Creating a Non-Catalog Order
  • Viewing and understanding Non-Catalog Order status and approval flow graphs
  • Understanding business rules and best practices for using  Non-Catalog Ordering
  • Differences between Non-Catalog Ordering and Non-PO Invoicing
  • How to get access to Non-Catalog Ordering

Before you can be granted authorization to create Non-Catalog Orders, you must first attend training (or review the online training material) and then you must take an online knowledge assessment and pass with a score of at least 80% (15 of 18 questions correctly answered). Once achieved, you will be signed up in Astra within 2 business days for Non-Catalog Ordering.

Training Material: are available online here.

No classes currently offered

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, September 5, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, September 12, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, September 19, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, September 26, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, October 10, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, October 17, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, October 31, 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, October 3, 2014 - 10:30 - 12:00 Seattle Campus Open
Friday, October 24, 2014 - 10:30 - 12:00 Seattle Campus Open

Introduction to Buying in eProcurement

This class is designed specifically for new or beginning eProcurement users.  Through lecture, system demonstrations and web resources, class participants can expect to learn how to:

  • Search for products/services and place orders in eProcurement using both hosted and punchout catalogs
  • Customize orders based on accounting needs to Pay for products or services from more than one budget
  • Edit account codes and add Project codes (PCA)
  • Locate resources when a quote is necessary
  • Apply basic customization features
  • Labels & tax exemption
  • Research the status of an order and identify the order approver
No classes currently offered

Payments To Individuals

This course is an introduction to the Payment to Individuals (P2I) functionality of eProcurement. It describes how to create and submit payment requests to pay individuals for honoraria, royalties, awards/prizes, non-UW scholarships, services, expenses, and performers. A mixture of lecture, demonstrations, and lab exercises facilitate the learning process.

Topics Covered

  • Creating a P2I
  • Features, Benefits and Requirements
  • Viewing and understanding P2I status and approval flow graphs
  • Understanding business rules and best practices for using P2I
  • Differences between Non-Catalog Ordering and Non-PO Invoicing
  • Differences between the eProcurement modules

Target Audience:Users who create and submit paper checks requests to pay individuals

Prerequisites:Prior experience using eProcurement desired but not required

Duration:Approximately 2 hours are required to cover lecture, lab and exercises

Training Material: are available online here.

No classes currently offered
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