Procurement and Travel Training
Procurement Services offers several purchasing and travel training courses. Click the "+" next to a course title to view the description, audience, registration link and related materials.
Many of the purchasing courses are required to maintain certain roles in Ariba. The travel courses involve creating and completing expense reports.
These training course are available through SuccessFactors Learning. Once logged into SuccessFactors, be sure to click on the Learning tab. Use Google Chrome to complete training to avoid any system issues.
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Required Training for Ariba Roles
Ariba requisitioners are required to complete an online certification for Purchasing Delegation Authority. This requirement includes two online courses, Delegation Authority Certification and P2P 201 – Creating Requisitions in Ariba. Both courses must be complete before the requisitioner role can be assigned to a position.
Ariba receivers are required to complete an online certification to obtain the receiver role. This requirement includes the online course, P2P 151 – Receiving in Ariba. This course must be completed before the receiver role can be assigned to a position.
Course: Delegation Authority Certification
Description: This course is intended for those who purchase goods and services on behalf of the University, fiscal approvers who review and approve purchases, and Procurement Services staff. The content of the course is based on the policy and guidelines provided in the Purchasing Services Delegation Manual, which was published and released at the end of 2019. It consists of a 30-minute recorded presentation followed by a 10-question quiz.
Audience: Existing and future Ariba requisitioners are required to complete an online certification for Purchasing Delegation Authority.
Registration: Delegation Authority Certification
Reference Materials: Procurement Services Delegation Manual
Course: P2P 151
Description: This online course will walk through the processes and procedures for receiving goods and services. It also includes video demonstrations of various receiving scenarios. The course is approximately 40 minutes.
Audience: Individuals who perform Receiving functions in Ariba
Registration: Receiving in Ariba
Reference Materials: Receiver Documentation
Course: P2P 201
Description: This online course provides instruction and demonstrations on how to Create Catalog and Non-Catalog Requisitions, monitor Requisition Status and how to Withdraw or Edit a Requisition.
Audience: Individuals with Requisitioner ability in Ariba
Registration: Creating Requisitions in Ariba
Reference Materials: Requester Documentation
Course: P2P 350
Description: This is a 4-week virtual course with one session per week. Topics covered include basic navigation, report origination (SAP or Ariba), ME23N and the following reports: Open PO, GRIR, Blocked Invoice and Invoice Reconciliation.
Audiance: Individuals who review and work Procure-to-Pay (P2P) reports
Registration: Procure-to-Pay Reports
Reference Materials: Invoice Reconciler Documentation
Course: TRVLC 200
Description: This course introduces travelers to the electronic travel and expense system. The content ensures they have the knowledge, skills and abilities to make a travel request, book travel and complete expense reports within Concur.
Audience: Individuals who travel on behalf of the University for business
Registration: Concur Traveler Training
Reference Materials: Traveler Documentation
Course: TRVLC 250
Decsription: This course introduces Business Office and Support Staff, to the electronic travel and expense system. The content ensures they have the knowledge, skills and abilities to make a travel request, book travel segments, complete expense reports and review these for accuracy within Concur. The course covers booking travel, completing travel requests and preparing expense reports.
Audience: Business Office and Support Staff who assist travelers with travel arrangements and expense reports
Registration: Concur Business Office and Support Staff Training
Reference Materials: Travel Delegate Documentation