Course 6: Logistics Part 1 – Purchase Requisitions and Purchase Orders
Collapse All
|Pre-class Material
In-class Material
Exercise 1Personal Settings |
Reference Guide |
|
Exercise 2Processing a Standard Workflow Purchase Order(less than $25,000) |
Reference Guide |
Simulation – Exercise 1 |
Exercise 3Processing a Standard Workflow Purchase Order(greater than/equal to $25,000) |
Reference Guide |
Simulation – Exercise 2 |
Exercise 4Processing a Workflow Lease Purchase Order(greater than/equal to $25,000) |
Reference Guide |
Simulation – Exercise 3 |
Exercise 5Processing a Standard Workflow Purchase Order using Repeat Account Assignments |
Reference Guide |
|
Exercise 6Processing a Standard Workflow Purchase Order using Multiple Account Assignments |
||
Exercise 7Finalizing & Cancelling a Purchase Order |
Reference Guide |
Post-class Material/Resources
- 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?
- 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