Handling purchase requests

Skills you'll practise

• Collect the information a purchase request needs
• Route a request to the right approver under the policy
• Recognize when a request must be combined or needs more quotes
• Keep the requester informed

Course outline

1. 1.Complete purchase requestsVideo · 1 min
2. 2.A complete request, first timeLesson · 10 min
3. 3.Getting and comparing quotesLesson · 12 min
4. 4.From approval to order and deliveryLesson · 12 min
5. 5.Handling purchase requests: knowledge checkKnowledge check · 15 questions
6. 6.Invoice doesn't match the PO, payment run in an hourScenario
7. 7.Final exam7 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• General office administration and recordkeeping practice
• General accounts-payable controls: purchase-order matching, approvals, segregation of duties