Module 1: Introduction to Purchasing
- Course Objectives
- Purchasing Process Overview
- Purchasing Lifecycle
- Company records
- PR and PO Status
- PR and PO Lines
- Contract Overview
Module 2: Contracts
- Master Contracts
- Purchase Contracts
- Price agreements
- Lease Rental Contracts
- Warranty Contracts
- Labor Contracts
Demonstration: Contracts
Student Exercises: Lab 1 Contracts
Module 3: Requisitioning
- Purchasing Process
- Desktop Requisitions
- Purchase Requisitions
- PR Types
- PR Status
- Purchase Orders
- PO Status
- Prorating Services
- Request for Quotations
Student Exercises: Labs 2 and 3 Requisitioning and Purchase Orders
Module 4: Receiving
- Receiving Materials and Services
- Receipt Types
- Line Status
- Returning Items
- Shipments
- Shipment Process
Student Exercises: Lab 4 Receiving
Module 5: Invoicing
- Invoicing Overview
- Invoice Lines
- Invoice Types
- Invoice Status
- Invoice Matching
- Invoice Variance
- Invoice Reversal
- Staged Invoice Reversal
- Centralized Invoicing
- Automatic Processing of Service Receipts
- Invoice Transaction
Module 6: Purchasing Options
- Purchase Options Overview
- PO Options
- Contract Options
- Tax Options
- PO Labor Options
- Invoice Options
Demonstration: Purchasing Process
Student Exercises: Lab 5 - Invoicing