Search for tag: "purchasing"

Using the Purchasing, P-Card, MDM and AP Support Form

Access the Purchasing, P-Card, Master Data Management (MDM), and Accounts Payable (AP) support form by visiting https://go.iu.edu/prohelp.

From  estc CFO Training & Communications on February 26th, 2021 369 plays 0  

Meet the Compliance Section

Recorded January 26, 2021 This video provides a short introduction to the new required Compliance requisition field, coming spring 2021 to BUY.IU.

From  estc CFO Training & Communications on February 3rd, 2021 2 plays 0  

Invoice Review and Matching Exceptions

Recorded Monday, December 7, 2020 This presentation introduces invoice review tips and focuses on the Matching Exceptions workflow stop in BUY.IU. Presentation slides are available in the…

From  estc CFO Training & Communications on December 9th, 2020 46 plays 0  

All About Change Requests

Recorded Thursday, November 5, 2020 This presentation covers the basics of when a change request is required, how to track it, and when to reject a request. Email the VPCFO Training &…

From  estc CFO Training & Communications on November 11th, 2020 42 plays 0  

BUY.IU Receipts FAQ

Recorded September 25, 2020 This short presentation answers common questions related to BUY.IU receipts including: What is a BUY.IU receipt? Per Purchasing's SOP, when is a receipt required? How…

From  estc CFO Training & Communications on October 6th, 2020 10 plays 0  

PPE Ordering Process Infoshare

Note: Starting October 19 PPE and sanitization supply orders may be placed on a monthly basis. This video outlines the new PPE and sanitization supply ordering process, walks through the FireForm…

From  estc CFO Training & Communications on July 13th, 2020 245 plays 0  

Receiving & Accounts Payable

Visit https://go.iu.edu/handouts to access the PowerPoint presentation, reference guide, and activities for this course. This course offers an introduction to invoice processing and receiving in…

From  estc CFO Training & Communications on January 22nd, 2020 242 plays 0  

Check Requests

Visit https://go.iu.edu/buyhandouts to access the PowerPoint presentation, reference guide, and activities for this course. This course walks through the process of submitting a check request type…

From  estc CFO Training & Communications on January 21st, 2020 500 plays 0  

Non-Catalog Orders

Visit https://go.iu.edu/buyhandouts to access the PowerPoint presentation, reference guide, and activities for this course. This course provides information related to contracts, one-time non-catalog…

From  estc CFO Training & Communications on January 16th, 2020 380 plays 0  

Catalog Orders

Visit https://go.iu.edu/buyhandouts to access the PowerPoint presentation, reference guide, and activities for this course. This course offers a walk through of placing a punchout catalog order,…

From  estc CFO Training & Communications on January 15th, 2020 284 plays 0  

Getting Started in BUY.IU

Visit https://go.iu.edu/buyhandouts to access the PowerPoint presentation, reference guide, and activities for this course. This course offers an introduction to invoice processing and receiving in…

From  estc CFO Training & Communications on January 14th, 2020 531 plays 0  

Approving Documents in BUY.IU

This video demonstrates how to claim, edit, and approve documents in BUY.IU.

From  fmstrain FMS Training on June 8th, 2019 384 plays 0  

Segregation of Duties

This video provides a description of segregation of duty rules in BUY.IU and alternatives for small departments.

From  fmstrain FMS Training on June 8th, 2019 106 plays 0  

Substitute Approvers

This video describes when establishing a substitute approver is appropriate and demonstrates how to establish a substitute.

From  fmstrain FMS Training on June 8th, 2019 161 plays 0  

Approval Workflow: Requisitions

This short video describes the approval workflow for Requisitions in BUY.IU.

From  fmstrain FMS Training on June 7th, 2019 262 plays 0  

Standard Non-Catalog Order

This video demonstrates how to place a Standard Non-Catalog Order in BUY.IU. This type of order is also referred to as a One-Time Non-Catalog Order.

From  fmstrain FMS Training on June 1st, 2019 825 plays 0  

Recurring Orders in BUY.IU

This video demonstrates how to create and submit a Recurring Order, also called a Blanket Purchase Order, in BUY.IU. Before viewing this video, please review the video and documentation related to a…

From  fmstrain FMS Training on June 1st, 2019 574 plays 2  

Manually Entering a Supplier: Non-Catalog

This video demonstrates how to add a new supplier to BUY.IU for use in a non-catalog order.

From  fmstrain FMS Training on May 31st, 2019 663 plays 0  

The User Profile: Address Setup

This short video demonstrates how to search for and save a shipping address to your user profile in BUY.IU, as well as how to add a non-IU address as a favorite to your profile.

From  fmstrain FMS Training on May 31st, 2019 320 plays 0  

The User Profile: Account Setup

This short video describes how to save a KFS account number to your BUY.IU user profile for quicker access when making purchases.

From  fmstrain FMS Training on May 17th, 2019 391 plays 0  

The User Profile: Cart Assignees

This short video demonstrates how to add and remove cart assignees to your user profile in BUY.IU, and review assigned carts.

From  fmstrain FMS Training on May 17th, 2019 230 plays 0  

BUY.IU New Supplier Registration

Music: "Think BIG" by scottholmesmusic.com

From  fmstrain FMS Training on April 24th, 2019 6,295 plays 0