Procurement Course Catalog

Approving Requisitions – PS Financials

Course Type: Web-Based
Length: self paced
Launch

This training outlines the process for approving PeopleSoft eProcurement requisitions including the steps for accessing the approver worklist, completing the review and approval/denial.

Creating Requisitions – PS Financials

Course Type: Instructor Led
Length: 1 day; 9:00am - 4:00pm
Location: IGCS 4th Floor, IDOA Training Room W468
Register in PeopleSoft ELM

Learn how to enter the information required for a purchase request. These include QPA and special request items, accounting details, delivery requirements, and any necessary comments/justifications.

This session is required to obtain Requisitioner access in PeopleSoft Financials.

Creating Solicitations and Issuing Purchase Orders – PS Financials

Course Type: Instructor Led
Length: 1 day; 9:00am - 4:00pm
Location: IGCS 4th Floor, IDOA Training Room W468
Register in
PeopleSoft ELM

Learn the procedures for copying approved requisitions to solicitations for competitive bidding, entering and analyzing bidder responses, awarding solicitations, issuing, and processing purchase orders.

This session is required to obtain Buyer access in PeopleSoft Financials.

Delegation of Purchasing Authority Program (DPAP)

Course Type: Web-Based
Length: 1 day; self-paced

A comprehensive session detailing the laws, policies, and procedures (covered in the DPAP manual) procurement agents and purchasing personnel of the executive branches are required to follow when purchasing goods and services.

IDOA may delegate their authority (up to $75,000) to individuals having been nominated by their agency head. Individuals who attend this session and successfully pass the required certification exam are eligible.

Video Review: Part 1 | Part 2 | Part 3 | Part 4

DPAP Certification Process: 

  1. Complete the four parts of the DPAP training video review
  2. Email jwerner@idoa.in.gov to enroll in the  DPAP Pre-Test
  3. Follow the instructions to complete the Pre-Test at Classmarker.com
  4. Receive the Pre-Test results from IDOA
  5. Enroll in a certification exam date that meets your schedule

Delegation of Purchasing Authority Program (DPAP) Certification Exam

Course Type: Web-Based
Length: 1 day; self paced
Prerequisite: Delegation of Purchasing Authority Program (DPAP), DPAP Pre-test
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PeopleSoft ELM

After completing the DPAP training session and DPAP Pre-test, the purchasing agent/personnel who requires IDOA Delegation of Purchasing Authority must successfully pass the required online certification exam.

EDS – PS Financials

Course Type: Web-Based
Length: self paced
Launch 

Learn about EDS numbers, how to search the Active Contracts page, and where to check on the status of the procurement contracts. The training provides helpful links and documents related to EDS and is followed by a short quiz.

Receiving Against an ePro Purchase Order – PS Financials

Course Type: Web-Based
Length: self paced
Launch

Compare the processes to receive against Purchase Orders with and without assets, amount only POs, and POs with multiple distributions.

This session is required to obtain access in PeopleSoft Financials. The User will provide their quiz score to his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.

P/T Card Accounts Payable (Stage 3) – PS Financials

Course Type: Web-Based
Length: self paced
Register in
PeopleSoft ELM

This training will review the steps necessary to complete the accounts payable (AP) process in stage 3 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process.

The accounts payable role is stage three of the PeopleSoft P/T Card Module process. The accounts payable employees will confirm that the Control Group information matches the associated Central Bill and will complete one of two processes; AP Data Entry or AP Manager.

P/T Card Approver Role (Stage 2) – PS Financials

Course Type: Web-Based
Length: self paced
Prerequisite: P/T Card Program Overview, P/T Card Module Verifier Role (Stage 1)
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PeopleSoft ELM

This training will review the steps necessary to complete the approver role (APA/APA Backup) in stage 2 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process.

The approver role is stage two of the PeopleSoft P/T Card Module process. This role is responsible for verifying transaction amounts, chartfields, appropriate attachments and creating an Accounts Payable Control Group.

P/T Card Verifier Role (Stage 1) – PS Financials

Course Type: Web-Based
Length: self paced
Prerequisite: P/T Card Program Overview
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PeopleSoft ELM

This training will review the steps necessary to complete the verifier role (cardholder/proxy) in stage 1 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process.

The verifier role is stage one of the PeopleSoft P/T Card Module process. Depending on the state agency, the verifier role responsibilities can be split between one or more employees. Please check with your Agency Program Administrator (APA) to see what responsibilities from this training you will complete in your agency's process.

P/T Card Program Overview

Course Type: Web-Based
Length: self paced
Register in
PeopleSoft ELM

This training will review the program rules, responsibilities, policies and processes required for the usage and compliance of state issued purchasing and travel cards.

Strategic Sourcing Event – PS Financials

Course Type: Web-Based
Length: self paced
Register in
PeopleSoft ELM

Strategic Sourcing Event (SSE) is the next step in the eProcurement process following Creating Requisitions. Sourcing is used for creating solicitation events from Approved requisitions, selecting bidders, entering/analyzing bidder responses, and awarding purchase orders or contracts.

This session is required to obtain Strategic Sourcing access in PeopleSoft Financials. The User will provide their certificate of completion to his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.

Supplier Contract Management (SCM) – PS Financials

Course Type: Instructor Led
Length: 1 day; 9:00am - 4:00pm
Location: IGCS 4th Floor, IDOA Training Room W468
Register in
PeopleSoft ELM

This course covers creating and importing contracts and amendments in the Supplier Contract Management (SCM) module through PeopleSoft Financials. The eContracting process is covered in detail, including the transactional and text contract documents, contract templates, collaboration, routing for electronic signature, and workflow approvals.

This session is required to obtain Administrator access in PeopleSoft Financials.

SCM Approval Process – PS Financials

Course Type: Web-Based
Length: self paced
Launch

An oversight agency approver will review a SCM contract after it has been signed by the vendor, the State agency and any other approvers that came before him/her. The approver will approve or deny the contract.

The User will notify his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.

SCM Contract Release – PS Financials

Course Type: Web-Based
Length: self paced
Launch

Using this process, a Purchase Order for an executed contract is created using the financial and line item information from the transactional contract document.

The User will notify his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.

SCM Internal Collaboration – PS Financials

Course Type: Web-Based
Length: self paced
Register in
PeopleSoft ELM

The Internal Collaborator role is to review and/or edit the Supplier Contract Management (SCM) Text Contract Document draft and provide comments to the contract administrator.

This session is required to obtain Collaborator access in PeopleSoft Financials. The User will provide their certificate of completion to his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.

SCM Internal Signing – PS Financials

Course Type: Web-Based
Length: self paced
Register in
PeopleSoft ELM

This training will cover an internal signer digitally signing a SCM contract prior to it being routed to the oversight agencies (IDOA, IOT, SBA and AG) for approval.

This session is required to obtain Internal Signer access in PeopleSoft Financials. The User will provide their certificate of completion to his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS.

Vendor eSigning a Contract – PS Supplier Portal

Course Type: Web-Based
Length: self paced (10 minutes)

Launch

This 10 minute instructional video will walk through the steps for a vendor to eSign a contract.