Past Event! Note: this event has already taken place.
Advanced eShop System Training Sessions
March 10, 2016 at 9:30 AM to 3:30 PM
| Location: | Computer Lab 1111A Dunton Tower |
| Cost: | Free |
On Thursday, March 10th, advanced eShop system training will be offered to the campus community. If you’ve already tried eShop and have specific questions about a particular topic, then these are the sessions for you!
Each session will be held in the Dunton Tower 1111A computer lab and limited to 15 participants. Registration is now open through Carleton Central. More information is available below.
Advanced eShop System Training Sessions that will be held on March 10th (NOTE: You sign up per session):
- Shopping and Cart Tips (9:30 – 10:00) This 30 minute session will provide shopping tips, including managing your favourites and repeat orders, as well as cart tips, including how to manage multiple carts at the same time.
- Sharing and Assigning Carts (10:00 – 10:30) This 30 minute session will delve into more about when and why a user may decide to assign a shopping cart to another requisitioner, or what is involved in sharing your cart with another individual. A review of the shopper and requisitioner roles will be included.
- All About FOAPALS (10:45 – 11:15) This 30 minute session will delve into more detail the FOAPAL elements used in eShop, including the new Funding Source shortcode called an Index. We will review how to add Index defaults, how to create your own Activity Code listing, and when you might want to create and use Funding Favourites. Split funding will also be covered.
- Receipts for Large Dollar Purchases (11:15 – 11:45) This 30 minute session will cover the new process for creating a receipt when orders are received for purchases valued at $10,000 or more. This will include the receipt notification process, how to create a receipt, and how to record returns or cancellations for items in a large purchase order.
- Requisitions to Internal Service Providers (1:00 – 1:30) This 30 minute session will delve into more detail about the process flow for catalogue and form orders for internal service providers, including the process for estimates, withdrawals and cancellations.
- Purchase Requisitions and eQuotes (1:30 – 2:00): This 30 minute session will delve into more detail about non-catalogue purchases using the Purchase Requisition Form and how this form will replace the current paper Purchase Order Requisition Form. We will also explore eQuote functionality provided by certain punchout vendors.
- Paying Independent Contractors (2:15 – 2:45) This 30 minute session will delve into more detail about the Independent Contractor Questionnaire, Approved Contractor Database, and how to pay an independent contractor using a cheque requisition.
- Approvals (2:45-3:15) This 30 minute session will provide an in-depth look at the requisition approval process, including when and how you might edit a requisition that is awaiting your approval.
Registration through Carleton Central
To register for these sessions in Carleton Central choose the ‘Employee Services Tab’, ‘Learning and Development’ option, ‘Workshop Registration’ and ‘FACTS’ from the drop down menu. Email facts@carleton.ca if you have any difficulty registering through Carleton Central.