Course 6: Logistics Part 1 – Purchase Requisitions and Purchase Orders

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Pre-class Material

The Procurement Cycle at the University of Toronto

In-class Material

Exercise 1

Personal Settings

Reference Guide

Exercise 2

Processing a Standard Workflow Purchase Order

(less than $25,000)

Reference Guide

Simulation – Exercise 2

Exercise 3

Processing a Standard Workflow Purchase Order

(greater than/equal to $25,000)

Reference Guide

Simulation – Exercise 3

Exercise 4

Processing a Workflow Lease Purchase Order

(greater than/equal to $25,000)

Reference Guide

Simulation – Exercise 4

Exercise 5

Resolve a rejected PO

Simulation

Exercise 6

Processing a Standard Workflow Purchase Order using Repeat Account Assignments

Reference Guide

Exercise 7

Processing a Standard Workflow Purchase Order using Multiple Account Assignments

Exercise 8

Finalizing & Cancelling a Purchase Order

Article

Post-class Material/Resources

Reference Guide: ZFM1 – Funding: Funds Center or Fund report (to check reserve amount, and confirm when a PO is released)
Purchase Requisitions – Documentation & Support Page
Purchase Order – Documentation & Support Page
Procurement Services – website
Knowledge Centre – Purchase Orders & Requisitions
Knowledge Centre – Updating Lease Orders in the New Fiscal Year
Knowledge Centre Article – Cancelling a PO: What are the options?
Knowledge Centre Simulation – How to Resolve Rejected POs using the SAP Inbox
Simulation: How to Use the Header and Item Text fields when Creating a Purchase Order

Simulation: How to Apply a Purchase Order Discount

Simulation: How to Locate and Release Purchase Order Line Items

Simulation: Purchase Order Reporting Tips

Simulation: Tracking the Status of Workflow Purchase Orders

Simulation: How to Print an Additional Copy of a Purchase Order (PO)

Simulation: How to Attach Documents to FIS Transactions

COURSE EVALUATION