Day 4 – Logistics Part 1: Purchase Requisitions & Purchase Order

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Introduction to the Purchasing Cycle at the University of Toronto

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Course Slides

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Morning – Purchase Requisitions

Exercise 1

(Processing a Purchase Requisition)

Reference Guide 1 – Set PR Personal Settings

Reference Guide 2 – Create Standard Purchase Requisition

Exercise 2

(Processing a Lease Requisition)

Reference Guide

Exercise 3

(Processing a Purchase Requisition for Radioactive Material)

Reference Guide

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Afternoon – Purchase Orders

Exercise 4

(Processing a Standard Purchase Order)

Reference Guide 1 – Set PO Personal Settings

Reference Guide 2 – Create Standard Purchase Order

Exercise 5

(Processing PO from PR for Radioactive Material)

Reference Guide

Exercise 6

(Processing PO with Repeat Account Assignments)

Reference Guide

Exercise 7

(Processing PO with Multiple Account Assignments)

Reference Guide

Exercise 8

(Finalizing and Cancelling a Purchase Order)

Reference Guide

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Purchase Requisitions – Documentation & Support Page
Purchase Order – Documentation & Support Page
Procurement Services – website
Simulation: How to Locate and Release Purchase Order Line Items

Simulation: Purchase Order Reporting Tips

Simulation: How to Print an Additional Copy of a Purchase Order (PO)

Simulation: How to Attach Documents to FIS Transactions

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COURSE EVALUATION