Web-Based Training (User Productivity Kit - UPK)

• Creating and Approving ePro Requisitions
  Click the "All" button then click + to the left of "eProcurement 8.8" (Use Internet Explorer). Click "Creating a Requisition," "Creating a Special Request for Goods," then click the "Try It! icon at the top"
• You can practice in the FMS8.8 training database at:  http://fms.lbl.gov/fmstrn

Approvals & Certifications

• ePro Approval 8.8 Quick Reference Guide (doc)
• ePro 8.8 Approver Orientation (PowerPoint presentation)
• Certification of Invoices/Vouchers

Requisitions

• Quick Reference for eBuy Requisitions (Print with 11X17 paper)
• eProcurement 8.8 Quick Reference for Creating Requisitions (Print with 11X17 paper)
• ePro 8.8 Requisition Preparer Class Training (PowerPoint presentation)
• Restricted Item Training handouts (Item Categories & Restricted Item List)

Purchasing (Advanced Topics)

• Print a Requisition (pdf)
• Purchasing  08.8 Quick Reference for Creating Purchase Orders (Print with 11X17 paper)
• Source a Requisition onto a PO (pdf)
• Vendor Setup Procedures (used by AP and their backups for entering new vendors into PeopleSoft)
• Attach a Document to a PO
• ModTable Information (pdf)
• Print the LBNL PO Modifications Report (pdf)
• Return to Vendor (RTV) Quick Reference (Print with 11X17 paper)
• Reassign Certifier (to assign several POs and vouchers to a new certifier)
• PO Project Change
• PO Item Category Change
• Cancel a Requisition (pdf)
• Close a PO (pdf)
• Run a Query (pdf)
• How to Fix Match Exceptions (pdf)