Planning Your Purchasing Journey at UBC: The PO Process - Self-Directed Version

If you have been involved in purchasing, you may have encountered situations such as:

• When is a Purchase Order required?
• Which requisition type should you select?
• What information must be included in a requisition?
• What do Buyers review before issuing a PO?
• When is a change order required?
• How does 3-way matching works?
• What happens if details don’t match or a receipt is missing?

This self-directed Purchase Order module is designed to guide you through the PO process from start to finish. It explains key roles and responsibilities, outlines UBC requirements, and highlights important steps to help ensure accurate purchasing and timely payment. Interactive activities throughout the course will help reinforce your understanding of the process.

Learning Outcomes: 

·       Learn the essentials of UBC's purchasing process for orders between $3,500 CAD - $75,000 CAD.

·       Know the main roles and how they work together.

·       Follow the key steps and requirements in the purchasing process.

·       Avoid delays when ordering or paying suppliers.

·       Find help quickly if something goes wrong or isn't clear.

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.