Day 4 – Logistics Part 1: Purchase Requisitions & Purchase Order

Expand All | Collapse All

Pre-class Material

Introduction to the Purchasing Cycle at the University of Toronto

In-class Material

Course Slides

Morning

Morning – Purchase Requisitions

Exercise 1

(Processing a Purchase Requisition)

Reference Guide 1 – Set PR Personal Settings

Reference Guide 2 – Create Standard Purchase Requisition

Exercise 2

(Processing a Lease Requisition)

Reference Guide

Exercise 3

(Processing a Purchase Requisition for Radioactive Material)

Reference Guide

Afternoon

Afternoon – Purchase Orders

Exercise 4

(Processing a Standard Purchase Order)

Reference Guide 1 – Set PO Personal Settings

Reference Guide 2 – Create Standard Purchase Order

Exercise 5

(Processing PO from PR for Radioactive Material)

Reference Guide

Exercise 6

(Processing PO with Repeat Account Assignments)

Reference Guide

Exercise 7

(Processing PO with Multiple Account Assignments)

Reference Guide

Exercise 8

(Finalizing and Cancelling a Purchase Order)

Reference Guide

Post-class Material/Resources

Purchase Requisitions – Documentation & Support Page
Purchase Order – Documentation & Support Page
Procurement Services – website
Simulation: How to Locate and Release Purchase Order Line Items

Simulation: Purchase Order Reporting Tips

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

Simulation: How to Attach Documents to FIS Transactions

COURSE EVALUATION