COURSE OVERVIEW
This course is intended for BruinBuy users responsible for creating purchase orders and requisitions in BruinBuy. This course is the third and final BruinBuy online training course. BruinBuy Advance Training will guide trainees through various special ordering processes and demonstrate how to create special purchase orders and requisitions.
OBJECTIVES
This course will cover the following topics and more:
- Employee reimbursements
- Different types of requisitions
- T-class orders for travel and entertainment related transactions
- H & I Invoice Status Report to resolve invoice issues
- Electronic invoicing and payment methods
- Vendor setup and EFT setup requests
- Wire transfer requests
- UCLA Procurement Card and more
Prerequisites
Participant must have approval from the Course Administrator and the successful completion of Introduction to BruinBuy and BruinBuy Basic Training. The approval is based on the following:
- Successful completion of knowledge checks for Introduction to BruinBuy and BruinBuy Basic Training
- Successful completion of the setup of Profile/Ship To, Default Values, and Favorite FAUs pages in BruinBuy’s production environment
ADDITIONAL RESOURCES
- Pre-Class Enrollment Checklist
- BruinBuy Quick Reference Guide
- BruinBuy Training Environment
- UCLA Purchasing Homepage
- Business & Finance Solutions E-Learning
- Purchasing/AP Open House Schedule
