Page 6 - Participant Guide - Unanet GovCon Using Purchasing

COURSE INTRODUCTION

In this course, you will review the system settings necessary to complete Purchasing
processes, practice creating, modifying, approving, monitoring, and closing purchase
requisitions and purchase orders, and generate various reports. For those using
subcontractors, you will practice these processes while incorporating subcontractor time
and expense data that have been entered into Unanet which will be matched to the PO
and Vendor Invoice creating a 3-way matched Vendor Invoice.

Recommended roles: Purchase Requestor, Purchase Requestor Viewer, Purchaser,
Purchase Order Viewer, Purchase Order Assigner, Purchasing Manager, Document
Viewer, Document Manager, (Project) Resource Assigner

Learning Objectives

After this session for UNANET GOVCON: USING PURCHASING participants will be
able to:

• Analyze the Purchasing process flow in Unanet

• Identify the Unanet roles required to perform Purchasing processes

• Review the necessary system configuration and property settings

• Differentiate the various procedures and requirements used to
Create/Submit/Approve Purchase Requisitions and Purchase Orders

• Relate the use of Purchase Order Assignments and Purchase Receipts into
the flow of Unanet Financials

• Recognize the options used to manage and monitor Purchasing processes

• Analyze Purchasing reports that are critical to ensuring accurate transaction
processing

COURSE INTRODUCTION 6
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