Training Topics

Shopping and Placing Orders

• Purchase Order Request – Use this for creating an electronic equivalent of a paper Purchase Order (PO) for items that are not included in any of the available online catalogs.
• Types of SmartBuy Plus Catalogs – An overview of the types of catalogs (punchout/hosted/catalog).
• Punchout Catalogs – How to shop from the available online catalogs.
• Preparing/Submitting Orders On Behalf Of Others – Follow these instructions if you are creating a purchase order or submitting a reimbursement form on behalf of another employee.
• View Requisition Status – How to check if your requisition has been approved.
• Adding/Sending Attachments to Orders – How to add attachments, such as quotes from vendors, to the order.
• Creating Manual POs/Printing POs – Instructions for creating POs you are going to print and give the to vendor.

Forms

• Direct Pay Invoice Form – Use this form for submitting invoices for payment of goods or services that did not require a SmartBuy Plus purchase order such as subscriptions, conference registrations, postage.
• Local Food Vendor Purchase Order – Use this when you need to bring a PO to a local food vendor.
• Catering Contract Form – Used to submit all catering contracts.
• Dining Hall Meals Form – For Purchasing Meals at the Dining Hall.

Checkout Process

• Checkout Steps – How to complete the checkout process.
• Assigning Accounting Codes – How to assign accounting codes, including splitting codes by line item.

Receiving Your Orders

• Creating Quantity Receipts – How to create quantity a “Quantity Receipt.”
• Editing or Deleting Receipts

User Profile

• Create/Change Default Addresses
• Create/Change Fund/Org/Account Defaults and Favorites

Approvals

• Instructions for Approving SmartBuy Plus Transactions (approvers only)
• Selecting an Alternate Financial Approver
• Forwarding Approvals to a Different SmartBuy Plus User

Other

• Frequently Asked Questions
• Common Terms Used in SmartBuy Plus
• Fiscal Year End Procedures