The procurement team will come to our campus to review various procurement processes and SourcePoint topics.
Whether new to SourcePoint and the procurement processes, or if you just need a refresher, we welcome and encourage all university staff and faculty to participate in the procurement training sessions. Attendees will be able to walk away with a stronger knowledge of SourcePoint and procurement.
Understanding the Focus Groups Identified Below
- Requester – Employee who will be entering the purchase requisition (PR), following up on the flow of the PR through the approval process, confirming receipt of standard materials (desktop receiving or via central receiving) and approving service. This employee will also work with procurement and Accounts Payable (AP) as needed to successfully complete the procurement process.
- Approvers (Conditional and Financial) –University designated approvers to include conditional approvers and all financial Conditional Approvers include Fixed Asset, IT, and Grant approvers.
- Stakeholder – This would be the person responsible for the procured item or service and has knowledge of the procurement in addition to the requester to include, but not limited to, VPs, executive directors, directors, deans, a-deans, chairs, faculty, foreman, etc.
- Accounts Payable – Members of AP are encouraged to attend to gain an understanding of procurement processes and SourcePoint.
|
Time |
Topic |
Focus Group |
|---|---|---|
|
8:00–8:45 |
Responsibilities and processes for Conditional and Financial Approvers |
Approvers (Conditional and Financial) Requesters (to understand the approval process) |
|
8:45–10:15 |
Entering your PRs – Do you wonder why fields must be populated, what goes into those fields, and why? Review of: Procurement timeline, preparing for PR entry, reviewing the PR entry checklist, fields within the PR and their importance, and how those fields impact the PR review process, change orders, and opening/closing of POs. |
Requesters Stakeholders Accounts Payable |
|
10:15–10:30 |
Break |
|
|
10:30–11:15 |
Your virtual Filing Cabinet! How the Guided Buying Dashboard works for you. Learn how you can see what tasks you must complete regarding receiving and approvals. Learn how to navigate your PRs and POs to check status and gain an understanding of the requester’s responsibilities. |
Requesters Approvers Accounts Payable |
|
11:15–Noon |
Time to Receive, Time to Approve Services, let’s see how! Understanding the process of receiving and the approval of service invoices. |
Requesters Accounts Payable (to understand the process) |
|
1:00–1:45 |
Optional – review from Day 1 Navigating the PASSHE Procurement SharePoint Site Resources and Support |
Encouraged for ALL. Requesters and Stakeholders, such as VPs, executive directors, directors, deans, a-deans, chairs, faculty, foremen, etc. |
Please register by February 25 to reserve a seat.