Purchasing
- Business Processes
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Announcements
- FY2024 Year-End Sub-Module Cleanup and Processing Manual Available
- Change in Expense Reimbursement Module – Meals Provided
- Changing the Accounting Date on a PO from One Fiscal Year to Another
- New BOR Query for eVerify Details Available Now
- º¬Ðß²ÝFIRST Financials Presentation Materials Available Now: Matching – The Relationship Between Purchasing & Accounts Payable
- º¬Ðß²ÝFIRST Presentation: Matching– The Relationship Between Purchasing & Accounts Payable
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Active Known Issues
KI9.2-171 _ PO
Purchase Order Receipt Notification Email
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Job Aids and Reference Documents
- ePro & Purchasing Month-End Process Checklist
- Purchase Order Statuses and Meanings
- Criteria to Force Close a Dispatched PO
- Purchasing Workflow Approval
- eVerify Functionality
- Creating a PO Signature File for PSFIN Signature Upload
- PO Open Encumbrance Dashboard Setup
- Using the PO Distribution Worksheet
- Buyer Mass Change
- Job Aid for Encumbering Funds for Contract Renewals
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Training
- eVerify Functionality and Procurement Monthly Checklist
The purpose of this session is to review e-Verify requirements, introduce new functionality for recording e-Verify information within the Purchasing module, and to review the ePro & Purchasing Month-End Process Checklist. This link provides the session PowerPoint slides only.
This link provides the training session recording.
- º¬Ðß²ÝFIRST Presentation: Matching – The Relationship Between Purchasing & Accounts Payable - PowerPoint Only
The purpose of this training is to demonstrate the role that Matching plays between Purchasing and Accounts Payable departments. This link provides the session PowerPoint slides only.
The purpose of this training is to demonstrate the role that Matching plays between Purchasing and Accounts Payable departments. This link provides the session recording in its entirety.
- Purchasing/ePro º¬Ðß²ÝFIRST Marketplace Training
Click the link above to access training materials for Purchasing/ePro and º¬Ðß²ÝFIRST Marketplace users.
- eVerify Functionality and Procurement Monthly Checklist