University of Michigan Procurement Services

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PROCUREMENT TRAINING

Procurement training opportunities include online courses, reference documents and job aids, on-site training, customer forums, and supplier product shows.

P-Card Cardholder Training
All applicants for a U-M P-Card must complete P-Card Cardholder training in order to receive a P-Card. There are currently two courses available:

The P-Card Holder Course for Non-Concur Users should be completed by faculty and staff who are in units that are not yet using the Concur Travel and Expense Management System.

The P-Card Holder Course for Concur Users should be completed by faculty and staff who are using the Concur Travel and Expense Management System as part of the implementation pilot.

P-Card holders are also required to retake the course on an annual basis.
The courses review the business processes, policies and procedures pertaining to proper use of the P-Card. Included is discussion of the fiscal responsibility and accountability for both Cardholders and Approvers.

P-Card Approver Training
Staff not yet using the Concur Travel and Expense Management System and serving in the P-Card Approver role must complete the Approver course in partial fulfillment of their responsibilities as a P-Card Approver. Approvers are required to take the course on an annual basis.

P-Card Approver Course

Procurement eLearning Courses (MAIS LINC)
Procurement Services and MAIS share responsibility for the content, design and delivery of procurement-related M-Pathways courses, job aids and reference documents. Procurement Services staff verify business process information for courses and documents. MAIS staff create and update the eLearning courses, job aids, and reference documents.

End users must complete the required eLearning course(s) in order to obtain access to Procurement transactions in M-Pathways. Click here for information on how to request access to the M-Pathways system.

Fundamentals of Procurement (PRE101)

Fundamentals of Procurement (PRE101) is the prerequisite to all other Procurement eLearning courses (ePro Requisition, P-Card Reconciliation, Non-PO Voucher). This course covers the business process basics of “how to buy” on behalf of the University. Procurement-related policies and procedures are reviewed, including University, state, and federal guidelines.

ePro Requisition

The M-Pathways eProcurement Requisition (ePro req) is used to order goods and services in M-Pathways. There are three “types”:

Special Request ePro reqs are used for one-time purchases from suppliers that do not have contracts with the University, and to create a “release” (order) against an M-Pathways contract.

M-marketsite ePro reqs use the University’s online catalog ordering system to place orders from suppliers that have negotiated pricing with the University.

PeoplePay ePro reqs are used to pay an individual for non-appointment related services.

To obtain access to these transaction types, users must complete the relevant eLearning course(s):

Special Request ePro req – PRE104

M-marketsite ePro req – PRE105

PeoplePay ePro req – PRE106

P-Card Reconciliation

P-Card reconcilers must complete eLearning course PRE102 to obtain access to reconcile PCard transactions in M-Pathways.

Non-PO Voucher

The Non-PO voucher is a method of payment, used primarily for reimbursements. It is also used in limited circumstances for payments when a supplier will not accept a purchase order or a P-Card. It is not a method for ordering goods or services. There is no dollar limit, but payments $5,000 and greater must have prior approval from Procurement Services. The Non-PO voucher should only be used when no other payment method will work.

Users must complete eLearning course PRE103 to obtain access to create Non-PO Voucher transactions.

On Site Training and Informational Opportunities

M-marketsite Training
On-site training sessions for M-marketsite are available. Contact your Procurement Agent or buying team to arrange a session at your location.

Strategic Supplier Program
Contract Administration offers training sessions throughout the year. Training can be scheduled for large groups or individuals. If you would like the Contract Administration Team to customize a training session for you or your department, submit your request to strategicca@umich.edu.

Learn about the Printing Process
If you are interested in learning about the printing process, you can attend a technical seminar held at the U-M Print∙Copy∙Mail facility located on North Campus. The seminar includes a plant tour.

Simply call 734-764-6230 and ask to be added to the mailing list for the next available seminar.

Customer Forums and Supplier Product Shows

Customer Forums
At least three times a year (Winter, Spring/Summer, and Fall), Procurement Services hosts informational customer forums. Attendees learn about current and new procurement-related policies and procedures, and about new technology or business process initiatives. Ample time is provided for questions and answers.

Supplier Product Shows
Contract Administration sponsors Strategic Supplier Product Shows at various times throughout the year. Information on the Product Shows is posted approximately two months before the event on the Procurement Services web site under What's New. Email announcements are sent to University staff. If you would like to be added to the Strategic Supplier Program VIP mailing list, please email strategicca@umich.edu.

Resources

M-Pathways Job Aids and Reference Documents
The MAIS Learning and Information Center on MyLINC is the web-based repository for M-Pathways courses and documentation. It is recommended that M-Pathways users check frequently for new and updated procurement-related eLearning courses, job aids, and reference documents.

Procurement Services Web Site
The Procurement Services web site has procurement-related forms, policy and procedure information, with links to key external resources such as the University’s Standard Practice Guide.

The Procurement Services web site serves as the key resource for finding information about how to buy on behalf of the University of Michigan.

University of Michigan Procurement Services, 3003 South State Street, Ann Arbor, MI 48109 Phone 734-764-8212
Copyright © 2007 the Regents of the University of Michigan



FAQs Contacts Green Purchasing Made in Michigan Glossary Forms For Suppliers MSupplier Portal		PROCUREMENT TRAINING Procurement training opportunities include online courses, reference documents and job aids, on-site training, customer forums, and supplier product shows. P-Card Cardholder Training All applicants for a U-M P-Card must complete P-Card Cardholder training in order to receive a P-Card. There are currently two courses available: The P-Card Holder Course for Non-Concur Users should be completed by faculty and staff who are in units that are not yet using the Concur Travel and Expense Management System. The P-Card Holder Course for Concur Users should be completed by faculty and staff who are using the Concur Travel and Expense Management System as part of the implementation pilot. P-Card holders are also required to retake the course on an annual basis. The courses review the business processes, policies and procedures pertaining to proper use of the P-Card. Included is discussion of the fiscal responsibility and accountability for both Cardholders and Approvers. P-Card Approver Training Staff not yet using the Concur Travel and Expense Management System and serving in the P-Card Approver role must complete the Approver course in partial fulfillment of their responsibilities as a P-Card Approver. Approvers are required to take the course on an annual basis. P-Card Approver Course Procurement eLearning Courses (MAIS LINC) Procurement Services and MAIS share responsibility for the content, design and delivery of procurement-related M-Pathways courses, job aids and reference documents. Procurement Services staff verify business process information for courses and documents. MAIS staff create and update the eLearning courses, job aids, and reference documents. End users must complete the required eLearning course(s) in order to obtain access to Procurement transactions in M-Pathways. Click here for information on how to request access to the M-Pathways system. Fundamentals of Procurement (PRE101) Fundamentals of Procurement (PRE101) is the prerequisite to all other Procurement eLearning courses (ePro Requisition, P-Card Reconciliation, Non-PO Voucher). This course covers the business process basics of “how to buy” on behalf of the University. Procurement-related policies and procedures are reviewed, including University, state, and federal guidelines. ePro Requisition The M-Pathways eProcurement Requisition (ePro req) is used to order goods and services in M-Pathways. There are three “types”: Special Request ePro reqs are used for one-time purchases from suppliers that do not have contracts with the University, and to create a “release” (order) against an M-Pathways contract. M-marketsite ePro reqs use the University’s online catalog ordering system to place orders from suppliers that have negotiated pricing with the University. PeoplePay ePro reqs are used to pay an individual for non-appointment related services. To obtain access to these transaction types, users must complete the relevant eLearning course(s): Special Request ePro req – PRE104 M-marketsite ePro req – PRE105 PeoplePay ePro req – PRE106 P-Card Reconciliation P-Card reconcilers must complete eLearning course PRE102 to obtain access to reconcile PCard transactions in M-Pathways. Non-PO Voucher The Non-PO voucher is a method of payment, used primarily for reimbursements. It is also used in limited circumstances for payments when a supplier will not accept a purchase order or a P-Card. It is not a method for ordering goods or services. There is no dollar limit, but payments $5,000 and greater must have prior approval from Procurement Services. The Non-PO voucher should only be used when no other payment method will work. Users must complete eLearning course PRE103 to obtain access to create Non-PO Voucher transactions. On Site Training and Informational Opportunities M-marketsite Training On-site training sessions for M-marketsite are available. Contact your Procurement Agent or buying team to arrange a session at your location. Strategic Supplier Program Contract Administration offers training sessions throughout the year. Training can be scheduled for large groups or individuals. If you would like the Contract Administration Team to customize a training session for you or your department, submit your request to strategicca@umich.edu. Learn about the Printing Process If you are interested in learning about the printing process, you can attend a technical seminar held at the U-M Print∙Copy∙Mail facility located on North Campus. The seminar includes a plant tour. Simply call 734-764-6230 and ask to be added to the mailing list for the next available seminar. Customer Forums and Supplier Product Shows Customer Forums At least three times a year (Winter, Spring/Summer, and Fall), Procurement Services hosts informational customer forums. Attendees learn about current and new procurement-related policies and procedures, and about new technology or business process initiatives. Ample time is provided for questions and answers. Supplier Product Shows Contract Administration sponsors Strategic Supplier Product Shows at various times throughout the year. Information on the Product Shows is posted approximately two months before the event on the Procurement Services web site under What's New. Email announcements are sent to University staff. If you would like to be added to the Strategic Supplier Program VIP mailing list, please email strategicca@umich.edu. Resources M-Pathways Job Aids and Reference Documents The MAIS Learning and Information Center on MyLINC is the web-based repository for M-Pathways courses and documentation. It is recommended that M-Pathways users check frequently for new and updated procurement-related eLearning courses, job aids, and reference documents. Procurement Services Web Site The Procurement Services web site has procurement-related forms, policy and procedure information, with links to key external resources such as the University’s Standard Practice Guide. The Procurement Services web site serves as the key resource for finding information about how to buy on behalf of the University of Michigan.
		University of Michigan Procurement Services, 3003 South State Street, Ann Arbor, MI 48109 Phone 734-764-8212 Copyright © 2007 the Regents of the University of Michigan