Training Center

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 Link opens PDF file format. Please choose the course name:


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

User Guide

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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

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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

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UIUC Standing Purchase Order Exception

Should you need to initiate an order with a iBuy catalog competitor or to request an exception and establish a standing purchase order for low or no dollar annual spend, i.e., emergency orders for repairs.  Please complete the information on this form, obtain the required signatures, and submit the completed and signed form as an attachment with your Banner Requisition.  The Purchasing Department will review this request to determine if this exception is in the best interest of the University.

Job Aid

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

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Last updated: July 1, 2015

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