Search for tag: "purchasing & procurement"

Supplier Request Forms

Recorded Wednesday, June 9, 2021. This presentation explains when it is appropriate to use a new supplier edit request form or a supplier edit request form, what notifications will be sent, and how…

From  Group CFO Training & Communications on June 15th, 2021 27 plays 0  

Employee Gifts

Recorded Wednesday, June 9, 2021. This presentation breaks down FIN-ACC-590 and how it applies to employee gifts. It focus on how to determine if purchasing a gift is acceptable based on different…

From  Group CFO Training & Communications on June 14th, 2021 67 plays 1  

Employee Out of Pocket Reimbursement

Recorded April 20, 2021 This training video dives into allowability and timing related to employee out of pocket reimbursements. PowerPoint slides for this training are available in the Attachments…

From  Group CFO Training & Communications on June 7th, 2021 44 plays 0  

How to Submit a Supplier Edit Request Form

This video demonstrates when and how to submit a Supplier Edit Request Form in BUY.IU. Review the Request Supplier Edits document for written instructions on submitting a Supplier Edit Request Form.…

From  Group CFO Training & Communications on April 16th, 2021 71 plays 0  

MDM and Supplier Search

Recorded Wednesday, March 10, 2021 This presentation introduces the Master Data Management (MDM) team and their responsibilities. The latter half of the video focuses on searching for suppliers in…

From  Group CFO Training & Communications on March 12th, 2021 54 plays 0  

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  Group CFO Training & Communications on February 26th, 2021 1,587 plays 2  

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  Group CFO Training & Communications on February 3rd, 2021 7 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  Group CFO Training & Communications on December 9th, 2020 62 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  Group CFO Training & Communications on July 13th, 2020 263 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  Group CFO Training & Communications on January 22nd, 2020 259 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  Group CFO Training & Communications on January 21st, 2020 592 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  Group CFO Training & Communications on January 16th, 2020 412 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  Group CFO Training & Communications on January 15th, 2020 312 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  Group CFO Training & Communications on January 14th, 2020 600 plays 0  

Approving Documents in BUY.IU

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

From  Group CFO Training & Communications on June 8th, 2019 396 plays 0  

Segregation of Duties

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

From  Group CFO Training & Communications on June 8th, 2019 110 plays 0  

Substitute Approvers

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

From  Group CFO Training & Communications on June 8th, 2019 170 plays 0  

Approval Workflow: Requisitions

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

From  Group CFO Training & Communications on June 7th, 2019 276 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  Group CFO Training & Communications on June 1st, 2019 874 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  Group CFO Training & Communications on June 1st, 2019 593 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 687 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  Group CFO Training & Communications on May 31st, 2019 327 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  Group CFO Training & Communications on May 17th, 2019 405 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  Group CFO Training & Communications on May 17th, 2019 234 plays 0  

BUY.IU New Supplier Registration

Music: "Think BIG" by scottholmesmusic.com

From  fmstrain FMS Training on April 24th, 2019 7,057 plays 0