Purchasing & Receiving Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF PDF icon format. Please choose the course name:


Purchasing on the Move (currently at the Chicago campus only)

This is a 90 minute session developed for new employees, business administrators, or personnel involved in the procurement process.  The session provides an overview of Purchasing’s role; an overview of the regulatory framework applicable to the purchase of goods and services within the University; basic procurement requirements; the MAFBE program and sourcing; and tips to help make the procurement process go smoother. 

Participant Guide

Back to top


Receiving (RC 101)

This course covers the receiving process, including how to do adjustments, overrides, and returns. How to query in Banner, to view the receiving status and the resources available to departments to appropriately receive and log-in purchases, is also delivered in the course.

Job Aids

Participant Guide

Back to top


Requisition Processing (PO 101)

This course provides instructions and practice on several topics relating to the purchase requisition process, including creating, canceling, querying, and printing requisitions. The approval process is covered as well as reports and receiving goods and service.

Job Aids

Participant Guide

Back to top


UPS CampusShip

This training will instruct Campus Users how to use UPS’ CampusShip web-based system for shipping.  The system features P-Card payment, one screen shipping information, and displays University discounted prices.

Tutorial

Participant Guide

Back to top


Procedure to Renew or Establish Annual Orders in Banner for FY 2015

This document details requirements for annual orders, procedures and deadlines for FY 2015 renewals, establishing new annual orders, purchase recommendations for Board of Trustees approval, and FY 2014 encumbrances. This information is for all personnel involved in establishing new annual orders or renewing annual (including multi-year) orders.

Job Aid

Back to top


Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Back to top

Last updated: February 18, 2014