On-Line FSD0501, eProcurement Requisition Preparer course

• Here is a link to the FSD0501 course.
• Purchase Requisition Training Slides for FSD0501
• Existing ePro Requisition Preparers can practice in the FMS 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

• Summary of changes in the new ePro requisition process
• eProcurement Requisitions Help
• Item Categories List
• Contract Labor procedures
• Quick Reference for eBuy Requisitions (Print with 11X17 paper)

Purchasing (Advanced Topics)

• Print a Requisition (pdf)
• Purchasing 8.8 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 (Buyers and the Certifier's supervisor can reassign several POs and vouchers to a new Certifier)
• Reassign Resource Analyst (Buyers can reassign several POs to a new Resource Analyst)
• 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)
• Purchasing Contracts (pdf)

Web-Based Advanced Buyer Training (User Productivity Kit - UPK)