Search for tag: "purchasing & procurement"

Get to Know BUY.IU

Learn the basics of navigating within BUY.IU. Once you're up to speed, checkout the links below for additional help documentation: Purchasing Documentation Library Accounts Payable Documentation…

From  Group CFO Training & Communications on November 14th, 2021 134 plays 0  

Invoice Review and Approval

Recorded November 3, 2021. Access PowerPoint slides at https://go.iu.edu/handouts There is a lot of information available on a BUY.IU invoice! What do you need to pay special attention to? How do…

From  Group CFO Training & Communications on November 4th, 2021 20 plays 0  

Approver Setup

Recorded November 4, 2021. Access PowerPoint slides at https://go.iu.edu/handoutsWhat determines who approves your department’s BUY.IU documents? In this session we’ll discuss BUY.IU…

From  Group CFO Training & Communications on November 4th, 2021 17 plays 0  

Out of Pocket Reimbursements

Recorded November 3, 2021. Access PowerPoint slides at https://go.iu.edu/handouts We try to avoid it, but sometimes it’s inevitable: a staff member or supplier makes a purchase using personal…

From  Group CFO Training & Communications on November 3rd, 2021 4 plays 0  

Travel, Guest Speakers, and Honoraria

Recorded October 27, 2021. Access PowerPoint slides at https://go.iu.edu/handoutsCovering travel expenses and paying honoraria to guests is not the…simplest process here at IU. In this session…

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

All About Catalog Orders

Recorded October 26, 2021. Access PowerPoint slides at https://go.iu.edu/handoutsOver 80% of IU’s purchases are made from catalog suppliers like Guy Brown, CDW-G, Dell, and HP Products. In this…

From  Group CFO Training & Communications on October 26th, 2021 18 plays 0  

Check Request Essentials

Recorded October 26, 2021. Access PowerPoint slides at https://go.iu.edu/handoutsCheck request forms are used to issue one-time payments in specific situations, dictated by each check request form.…

From  Group CFO Training & Communications on October 26th, 2021 19 plays 0  

Order Building Best Practices

Recorded October 25, 2021. Access PowerPoint slides at https://go.iu.edu/handoutsNon-catalog orders are the basis for one-time, recurring, and blanket orders. They also allow you to enter all your…

From  Group CFO Training & Communications on October 25th, 2021 22 plays 0  

Change Requests: When and Why

Recorded October 20, 2021. Access PowerPoint slides at https://go.iu.edu/handoutsChange requests are used to make almost any update to a purchase order you can imagine. In this session, we’ll…

From  Group CFO Training & Communications on October 20th, 2021 23 plays 0  

Meet the Compliance Section

Recorded October 8, 2021. Click here to access PowerPoint Slides In Fall 2021, a new section will be added to the requisition document in BUY.IU. The Compliance Section must be completed…

From  Group CFO Training & Communications on October 8th, 2021 35 plays 0  

Meet the New BUY.IU Interface

Recorded September 24, 2021. Click here to access PowerPoint Slides BUY.IU is getting a new look! As of September 15, all BUY.IU users have access to the new system user interface. Join us and get…

From  Group CFO Training & Communications on September 24th, 2021 238 plays 0  

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 88 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 109 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 92 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 98 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 59 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 2,136 plays 3  

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 75 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 317 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 334 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 789 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 506 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 384 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 762 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 420 plays 0