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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


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


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

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

Last updated: August 1, 2016