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|
|Thursday, September 3, 2015 - 10:30 - 12:00||Roosevelt Commons West (Room 321)||Closed|
|Wednesday, September 9, 2015 - 10:30 - 12:00||Roosevelt Commons West (Room 321)||Closed|
|Tuesday, September 22, 2015 - 10:30 - 12:00||Roosevelt Commons West (Room 321)||Open|
|Thursday, October 1, 2015 - 10:30 - 12:00||Roosevelt Commons West (Room 321)||Open|
|Tuesday, October 6, 2015 - 10:30 - 12:00||Roosevelt Commons West (Room 321)||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.
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, change and close BPOs that are under and over the Direct Buy Limit. A mixture of lecture, demonstrations, and lab exercises using the Ariba Training Environment facilitate the learning process. Duration approximately 3 hours.
- IMPORTANT: This class is not recommended if you are working with BPOs for Subawards only. For Subaward BPOs, we recommend you attend the Initiating a Subaward in eProcurement class instead.
- 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
- Viewing and understanding approval flow
- Changing a BPO
- Closing a BPO
- Best Practices
Initiating a Subaward Using eProcurement
Course Description: This course provides an introduction to initiating a Subaward in the eProcurement system during the transition from PAS to Ariba. A mixture of lecture, demonstrations, and lab exercises using the Ariba Training Environment facilitate the learning process. Duration approximately 2 hours.
Prerequisites: Basic familiarity with placing orders in eProcurement. Optional: Please bring any open PAS PO #’s and Subrecipient Entity names you are working with for the hands-on portion of the class.
- How to initiate an Outgoing Sponsored Program (OSP) Subaward Using eProcurement
- Viewing and Understanding the Approval Flow
- Receiving Overview
- Best Practices & Tips
Instructors: This class is taught by Procurement Customer Services.
For detailed guidance on recommended best practices and how to create a Subaward Blanket Purchase Order (BPO) in eProcurement, refer to the Creating a Subaward BPO in eProcurement Step-by-Step Guide.
For a visual step-by-step guide on the eProcurement Subaward functionality, refer to the Requesting Subawards Visual Guide.
For more information and guidance on the Subaward contract execution and approvals process, visit the Office of Sponsored Programs (OSP) website: http://www.washington.edu/research/index.php?page=subawards
Exception Item Ordering in eProcurement
Course Description: This class teaches you what it means to order Exception Items through eProcurement. You will receive a general overview of the types of Exception Items that can be ordered, as well as, which eProcurement modules support ordering Exception Items. This is a lecture-only presentation. Demonstrations will be used to facilitate the learning process.
Prerequisites: Basic familiarity with placing orders in eProcurement.
- What is Exception Item Ordering in eProcurement?
- What Does This Replace?
- What is the Impact to eProcurement and PAS?
- What Types of Items are on the Exception List?
- What to Know Before You Begin
- Non-Catalog Order Example
- Blanket Purchase Order Example
- Where to go to Get More Information
Instructors: Taught by the Procurement Services.
Receiving for a Blanket Purchase Order (BPO) in eProcurement
Course Description: This course provides instruction on the Receiving process for Blanket Purchaser Orders (BPOs) in eProcurement. You will receive a general overview, as well as, a detailed demonstration of the steps involved in Receiving to allow invoices to be paid.
Prerequisites: Before attending this class, if you have not yet created a BPO in eProcurement, it is advised that you view the Creating a Blanket Purchase Order in eProcurement eLearning at: http://f2.washington.edu/fm/ps/training-events/independent-study/BPO
- What is Receiving in eProcurement?
- How to Determine When Receiving is Required
- How to:
- Search for a BPO
- Receive for the Dollar Amount or Quantity Invoiced
- How to Approve a Receipt - For Receipt Approvers When the BPO Preparer Receives
- Invoice Reject Process
Instructors: Taught by the Procurement Services.
Link to Class Materials: