Course Content
After completing this course, students will be able to:
- Understand basic procurement processes for public sector entities
- Review and set up budget controls for procurement transactions
- Create purchasing policies for employees
- Define policy rules to customize the purchasing process
- Understand basic workflow concepts
- Set up procurement vendors and complete other related vendor setups
- Create a procurement category and add attributes to the category
- Create, publish, and update a catalog
- Create a request for quotation (RFQ)
- Create a purchase order from an RFQ
- Create a RFQ from a purchasing requisition
- Create a purchase requisition and complete the purchase requisition by approving the document and creating a purchase order
- Use demand consolidation
- Create a purchase order, add purchase lines to it, and process a purchase order
- Create a purchase agreement and identify the four types of commitments that comprise an agreement
- Use a purchase agreement on a purchase order
- Identify the available signing limits that can be applied to employees
- Enter vendor invoices against purchase orders, purchase agreements, and projects
- Create, send and view notifications on the Vendor Portal
- View and create purchase requisitions on the Procurement Order Site
- Order goods and services using the Procurement Order Site
- Complete year-end activities for procurement