Procurement Training

Procurement training covers anything from basic requisitioning to more complex processes, such as the RFP Process.  It is highly encouraged that new and current employees who will be involved in the purchasing and approval process attend. 

To register for an instructor-led training class, log in to the Cornerstone Registration Course website.

 

Web-Based Resources

To obtain a complete listing of available procurement online training materials, including PDF presentations, PDF job aids and videos, please go to Canvas.

 

Procurement - Instructor Led Training Class Descriptions

P2P200 Procure-to-Pay: Just the Basics

Class PDF Presentations are available on Canvas

Duration

Instructor-led 3-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • The buying process and procedures from requisition to invoicing within RU Marketplace
  • The required documents and proper document attachments needed to process requisitions, purchase orders and invoices

Recommended Participants

Current and new staff/faculty who need a refresher or basic understanding of RU Marketplace system functionality.

  • Highly recommended for requisitions
  • Optional for Approvers, Inquirers and IPO Processors

P2P310 Change Order Management

Class PDF Presentations are available on Canvas

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Supporting documentation needed
  • When additional procurement authority is needed
  • When a contract amendment is needed
  • Internal Purchase Order (IPO) cancel and close
  • IPO increases and decreases
  • PO cancel and close
  • PO increases and decreases
  • When a change order is allowable
  • When to do a change order vs. a new PO

Recommended Participants

  • All RU Marketplace Users

P2P315 Contract Management

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Signature authority 60-day rule
  • Lifespan of a contract
  • Contract amendments
  • Contract review process
  • Extensions
  • Guest speakers
  • Unit responsibilities to review
  • Understanding and accepting of business terms
  • Procurement responsibilities to review
  • Terms and conditions
  • Consultation with Risk Management and the Office of General Counsel
  • Recommended Participants
  • Business Manager level and above

P2P320 Invoice Management and Payment

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following: Submission of invoices

  • Scanning process AP Invoice Life Cycle
  • Approval of Invoices process
  • PO Tolerances
  • Check Request Processing
  • Supplier Terms
  • Non-PO Bulk Uploads
  • Payment Disbursements
  • Remit-to sites
  • Invoice numbering convention
  • Electronic invoicing
  • Journal entries for units

Recommended Participants

  • Requisitions and Business Managers

P2P325 Internal Purchase Order (IPO) Process

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Procurement process for IPO
  • Setup process
  • IPO updates

Recommended Participants

  • Requisitioners and Business Managers

P2P330 Procurement Policy and Process

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Procurement policy
  • Business process
  • Business definitions
  • Setup process
  • IPO updates

Recommended Participants

  • RU Marketplace users and Business Managers

P2P335 Reporting in RU Marketplace

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Document search by supplier
  • Document search by preparer
  • Document search by “owner”
  • Document search by requisition
  • Document search by PO
  • Document search by invoice
  • Document search by accounting string

Recommended Participants

  • Business Managers and above

P2P340 Requisition Approval Process and Responsibilities in RU Marketplace

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Checking requisition workflow and assigned approvers
  • Checking requisition history
  • Understanding requisition errors
  • Checking request and PO status
  • Setting up and using vacation rules
  • Understanding invoice notifications
  • Invoice review options
  • Invoice payment information and status
  • Setting up profile and notifications
  • Supplier set-up changes and updates
  • How to search for suppliers
  • Learning which forms to use and completing these forms G/L splits
  • Completing accounting string information
  • Completing shipping information
  • Creating favorites
  • Submitting requisitions
  • Document search options
  • Understanding the ‘prepared for” role and how to read a PO

Recommended Participants

  • Approver Role

P2P345 Requisitioning Process and Responsibilities in RU Marketplace

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Supplier setup, changes and updates
  • How to search for suppliers
  • Correct form to use and completing the forms G/L splits
  • Completing accounting information
  • Completing shipping information
  • Creating favorites
  • Checking workflow and assigned approvers
  • Submitting requisitions
  • Checking requisition history
  • Understanding requisition errors
  • Check requests and PO status
  • Document searches
  • Reading POs
  • Understanding invoice notifications
  • Invoice review options
  • Invoice payment information and status
  • Setting up profiles and notifications
  • Understanding the “prepared for” role

Recommended Participants

  • Business Manager level and above

P2P320 Invoice Management and Payment

Class PDF Presentations are available on Canvas.

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Submission of invoices
  • Scanning process
  • AP Invoice life cycle
  • Approval of invoices process
  • PO tolerances
  • Check request processing
  • Supplier terms
  • Non-PO bulk uploads
  • Payment disbursements
  • Remit-to sites
  • Invoice numbering convention
  • Electronic invoicing
  • Journal entries for units

Recommended Participants

  • Requisitioner role

P2P350 RFX Process

Class PDF Presentations are available on Canvas.

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • RFX
  • Scope of Work timeline
  • Evaluation committee
  • Evaluation criteria scorecard
  • Award contracting
  • Bidder solicitation process
  • Over $10 million rule
  • $2 million rule

Recommended Participants

  • Business Manager and above; RU Marketplace user

P2P355 Waiver of Bid Request Process

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Waiver of Bid Request justifications
  • Required approvals
  • Supporting documentation
  • $1 million board of governors’ threshold
  • Emphasis that Waiver of Bid Request process is an exception

Recommended Participants

  • Business Manager and above; RU Marketplace user

SYS100 Cross Functional System Access and Approval

Class PDF Presentations are available on Canvas .

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Procurement, expense management and the GCA & Controller’s Office system process
  • Role assignment/access, hierarchy assignment, role responsibilities, new employees, terminated employees/reassignments and effects of not replacing/updating procurement on unit changes
  • New employee set-up, Finance Approver set-up and updates, review of Finance Approver report, Project Manager Approver, terminated employees/reassignments and effects of not replacing/updating procurement on unit changes
  • For GCA and Controller’s Office, the focus will be on role assignment and access and UDO and project setup

Duration

Instructor-led 3-hour classroom course

Course Overview

Recommended Participants

  • Unit business managers

 

Interested in a class? See upcoming procurement training sessions