Page 2 - Participant Guide - Unanet GovCon Using Purchasing

Table of Contents

ABOUT THIS PARTICIPANT GUIDE ......................................................... 5

COURSE INTRODUCTION ........................................................................ 6

LESSON 1: PURCHASING ........................................................................ 8
Learning Objectives .................................................................................................. 8

Introduction ................................................................................................................ 8
Assumptions .............................................................................................................. 8

Purchasing Process Flow ......................................................................................... 8
Unanet Roles for Purchasing Processes ................................................................. 9

Assumptions .............................................................................................................. 9
Activity 1.1 Roles .................................................................................................... 10

Review System Configurations and Property Settings ........................................ 11
Assumptions ............................................................................................................ 11

Purchasing Compliance .......................................................................................... 11
Check Your Understanding .................................................................................... 12

LESSON 2 PURCHASE REQUISITIONS (PR) ........................................ 13
Learning Objectives ................................................................................................ 13

Introduction .............................................................................................................. 13

Purchase Request (PR) ........................................................................................... 13
Activity 2.1 View a Purchase Request (PR) ........................................................... 14
Create a Purchase Request (PR) ............................................................................ 16

Activity 2.2 Create/Submit a Purchase Request (PR) ............................................ 16
Review Purchasing Reports ................................................................................... 17

Activity 2.3 Review Purchase Request Status Report ............................................ 17
Purchase Request (PR) Approvals ......................................................................... 18

Activity 2.4 Approve Purchase Request ................................................................. 18
Check Your Understanding .................................................................................... 19

LESSON 3 PURCHASE ORDERS (PO) .................................................. 20

Learning Objectives ................................................................................................ 20
Introduction .............................................................................................................. 20

Purchase Order (PO) ............................................................................................... 20
Create a Purchase Order (PO) ................................................................................ 20

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