Full course description
Understand the purpose and structure of UBC’s Purchase Order process. This course provides a high-level overview of how purchases between $3,500 and $75,000 move through the purchasing process and when a PO is required. The focus is on helping participants understand how the process works and the roles involved, rather than providing step-by-step system instructions.
LEARNING OUTCOMES:
By the end of the session, you will be able to:
- Understand UBC's purchasing process and guiding policies
- Identify and follow documentation requirements for different components of the purchasing process
- Describe the responsibilities of each purchasing role, including yours as the requester, and the relationships between them
- Explain the relationship, requirements, and importance of key workday forms:
- Minimize process delays and supplier payments
- Access support when needed
Please note:
This session is not a functional walk through or demonstration of completing tasks in Workday. This session focuses on the business processes and policies providing the context for required tasks in Workday. Please contact the Integrated Service Centre for Workday functional support.
Your Registration in this course is a 2 Step Process.
- You have successfully enrolled in this course.
- Register for a workshop session.
Go to the Workshop Registration Module (Module 2) to reserve your date and time.
You are not considered registered until you have selected a session to attend.
WHEN:
You have a series of sessions to choose from for your attendance at the live session. Additional session dates and times are added as they are scheduled.
-
- Tuesday September 15th, 2026 at 11:00 am
- Tuesday November 24th, 2026 at 11:00 am
Seating for each session is limited to ensure questions can be fully explored.
If you would like to request new training sessions for this course, please contact us at finops.training@ubc.ca
WHERE:
These sessions are Zoom-enabled. Session details are sent to you when you confirm your reservation.