eProcurement – Shopping Skills

Jaggaer eProcurement Shopping Skills

Cohort 1 – 3/13-15/18, Cohort 2 -4/3-5/18, Cohort 3 –4/24-26/18
(9:00AM – 1:00 PM)

Course Description

This hands-on course will teach students program skills needed to successfully shop within Jaggaer’s eProcurement system.  Through a series of hands-on scenarios students will, shop for regular and/or “Non-Catalog Items”, shop using Forms for special request purchases like check requests, blanket or standing order purchases, learn to submit, assign and share carts, viewing history and draft carts.   Through these shopping exercises, student will create requisitions, explore Draft Requisition Screen options like Accounts, Approvals and workflow and finally, how to submit an order or submit on behalf of a shopper.  Students also learn how to follow-up on the status of requisitions and purchase orders.  This class will provide students with an orientation to Shopping in preparation for “Go-Live” purchasing or Approvals.

Discussion Topics:   Shopping, Catalogs, Non-catalog items, Forms, Requisitions, Purchase Orders, Filtering, Accounts, Workflow, Approvals, New Suppliers, Commodity Codes

Prerequisites:  Purchasing & online shopping experience; using a browser; Program Skills class

Target Audience:   Anyone with permission to use the eProcurement System and new users

AGENDA
09:00          Introduction and Class Agenda
09:10           Shopping Overview (PPT)
09:15           Session I:  Catalog & Non-Catalog Shopping
10:15            Session II: Requisitions & Draft Requisition Screen options
11:00            Break
11:10             Session III: Forms and Special Request Shopping
12:10            Self Test Lab: Shopping to Submission Exercise
12:50           Q&A Wrap-up/Evals