Training is a key part of meeting our objective to educate end users on the Procure-to-Pay process. Other training/resources available pertain to Expense reimbursements.
The procure-to-pay process includes all functions related to the initial request for goods or services, the creation of the purchase order for those goods/services, the receipt of those goods/services, and the ultimate payment for the goods/services.
The Administrative Systems Training website provides mechanisms to obtain the proper training or access user-friendly resources needed for users to learn the PeopleSoft system(s) related to UTMB's procure-to-pay process as well as Expense reimbursements, including:
- Use of the e-Pro module to enter requisitions, perform receipts and monitor progress of purchase orders
- Use of the Accounts Payable module to enter non-purchase order vouchers for those goods/services that cannot be paid through purchase orders (see AP web information regarding what can/cannot be paid via non-po vouchers)
- Use of Expense module to enter Travel Authorizations as well as create Expense reimbursement requests
Access to these PeopleSoft modules is gained through a Tivoli submission by your departmental trusted requestor and cannot be granted until such time as you have attended required PeopleSoft training for the appropriate module.