Overview: Unit 4 ERP with ‘Web Requisitioning’ is the current procurement system used by TU Dublin for the procurement of Goods and Services. This course utilises the web ‘front end’ to create requisitions which, in turn, become Purchase Orders (PO), having completed an approval process.
Target Group: Staff who are involved in the procurement of goods and services
Pre-requisites: A requirement to procure goods and services governed by the public body procurement framework
Learning outcomes:
At the end of this webinar, you will be able to:
- Explain the policies and procedures which govern procurement
- Outline the approval Workflow
- Identify TU Dublin’s Account coding (i.e. Sub Account/Budget Account/Nominal Account)
- Navigate the home screen and menus
- Run the "Left to Spend" report (where appropriate)
- Identify Contract Suppliers and Non-Contract Suppliers
- Locate and list the Product Catalogue
- Create a ‘Contract’ Requisition and a ‘Non Contract’ Requisition
- Save a Requisition
- Locate and view an existing Requisitions
- Log out of Web Requisitioning
Overview: Unit 4 ERP with ‘Web Requisitioning’ is the current procurement system used by TU Dublin for the procurement of Goods and Services. This course utilises the web ‘front end’ to approve requisitions which then become Purchase Orders (PO)
Target Group: Managers & Research Principal Investigators (Budget Holders)
Pre-requisites: A requirement to approve the procurement goods and services governed by the public body procurement framework.
Learning outcomes:
At the end of this webinar, you will be able to:
- Explain the policies and procedures which govern procurement
- Outline the approval Workflow
- Identify TU Dublin’s Account coding (i.e. Sub Account/Budget Account/Nominal Account)
- Navigate the home screen and menus
- Run the "Left to Spend" report (where appropriate)
- Using Task Management to approve Requisitions
Overview: Unit 4 ERP with ‘Web Requisitioning’ is the current procurement system used by TU Dublin for the procurement of Goods and Services. This course utilises the web ‘front end’ to run financial reports
Target Group: All staff and in particular: Managers & Research Principal Investigators (Budget Holders)
Pre-requisites: A requirement to run a broad range of Financial reports
Learning outcomes:
At the end of this webinar, you will be able to:
- Run the 6 main reports in ERP
Overview: Managing budgets and accessing financial reports are essential tasks that a budget holder must perform. This course outlines the most relevant reports for a budget holder to best achieve this task.
Target Group: Managers & Research Principal Investigators (Budget Holders) & those assisting Budget Holder to maintain budgets
Pre-requisites: Be in charge of, or assisting with a budget (i.e. be a Budget Holder).
Learning outcomes:
At the end of this webinar, you will be able to:
- Identify TU Dublin’s Account 'coding' (i.e. Sub Account/Budget Account/Nominal Account)
- Navigate Unit4 ERP home screen and menus
- Run the "Left to Spend" report (where appropriate)
- Run other relevant reports
- Identify income reports