eBuy Training

 

Access to Training Material

 

Training Courses

Course Description:

eBuy New User Training. 

General training for new eBuy users will cover the following roles:

  • Shopper
  • Account Reviewer
  • Approver (includes Budget Assistant, Budget Administrator, Budget Executive, and PO Assistant)
  • Employee assigned to Invoice Confirmation Role

Curriculum will include:

  • Purchasing Web Site Tools
  • Logging in to eBuy
  • General site navigation
  • Setting up personal eBuy Profile (shipping addresses)
  • Selecting shopping budgets
  • Creating an eBuy “Catalog Order”
  • Creating an eBuy “Non-Catalog Order”
  • Checking out
  • eBuy Forms
  • Confirming Invoices
  • REBY
  • Approving Requisitions

    Upcoming Class Dates and Start Times:

    • Tuesday, August 6, 2019, 1:30-3:00pm
    • Tuesday, September 10, 2019, 1:30-3:00pm
    • Tuesday, October 8, 2019, 1:30-3:00pm
    • Tuesday, November 5, 2019, 1:30-3:00pm
    • Tuesday, December 10, 2019, 1:30-3:00pm

    To register:  Visit the Penn State Learning Resource Network

    Location: 105 Procurement Services Building

    Fee: Free of charge

    Class Size is limited to 10 participants.

    Parking is available in back of the Procurement Services Building (off Services Road). Orange lots accommodate most Faculty/Staff permits with the exception of Red CR.

    For large groups: Please contact Ben Tolton, 814-867-4717,or email blt129@psu.edu to arrange an on-site training session. On-site locations must provide the following:

    • Use of a conference room sufficient enough to accommodate class size.
    • Computer with internet access
    • Projector
    • Screen

    Online Training

    We are pleased to offer online eBuy training for 2019 thru LRN.    Please note that the training will be broken down into 3 topics.  Please register using the Topic links.  

    Topic #1- New User Training Purchasing  (1 hour for Live webinar to allow for questions)

    • Walk through of Purchasing web site
    • Commodity team Philosophy and finding the right agent
    • Purchasing Thresholds ($2K, $5K, $10K, >$25K)
    • eBuy Splash page & Quick Links
    • eBuy Role Selection page
    • What eBuy “Roles” are
    • Q&A

    Topic #2 - Creating a Catalog Order (1 hour for Live webinar to allow for questions)

    • What is a “catalog order”
    • What are pre-approved funds
    • Logging in as a shopper and selecting a pre-approved budget
    • Browsing a catalog (Using General Stores example)
    • Creating a cart
    • Editing a cart
    • Submitting or assigning the cart
    • Editing the Requisition
    • Submitting the requisition
    • Q&A

    Topic #3- Creating a Non-Catalog order (1 hour for Live webinar to allow for questions)

    • What is a non-catalog order
    • Understand purchasing dollar thresholds
    • What to have ready before creating your order (Quotes etc.)
    • Create Non Catalog Order
    • Searching for a supplier
      • What to do if the supplier is not found
    • Entering Line items
    • Submitting (creating cart)
    • Editing and submitting cart
    • Editing Requisition
      • Attaching Quotes
    • Submitting Requisition
    • How to view requisition status (PR Approvals)
    • Q&A

     

     

    Updated 7/9/19