Business Operations Training
This page contains recordings of trainings done by the SOM Business Operations staff. Questions may be directed to the Business Operations trainer. Clicking the links will take you to a recording of the training stored on our Yuja platform.
Invoice Holds & Encumbrance Release Overview - FY 24
Recorded in June 2024. Click the links to go to the specific section of the video.
- Introduction
- How to review a purchase order
- How to customize line view
- Running the AP department invoice hold report
- Resolving invoice holds (department level & via ServiceNow)
- Running the department encumbrance report
- How departments can research and identify encumbrances
- How Business Operations finally closes a PO
Upcoming Trainings
All trainings are from 9:30 am to 11:30 am.
Invites to RSVP are sent via email about three weeks before training
Please reach out to abell@medsch.ucr.edu with any questions.
Procurement
- 8/28/24
- 11/6/24
- 4/9/25
Travel & Entertainment
- 10/9/24
- 2/26/25
- 5/21/25
Travel and Entertainment Training Video for Fiscal Year '25
Held on March 19, 2024, this training addresses travel entertainment expenses and reimbursements.
- Introduction
- What's New in Business Operations
- Ticket System Best Practices
- Before Booking Travel
- Concur Profile Set Up
- Concur Homepage Navigation
- Travel Policy Reminders
- Travel Requests & Booking
- Setting Up a Pre-Trip Request
- Finding or Registering Guest Traveler Profiles
- Acting as a delegate in Concur
- Booking Options
- Tracking Expenses during travel
- Creating and Submitting an Expense Report
- Entertainment & Events
- Entertainment Pre-Approval process
- Performance Agreements
- Independent Contractors
- Payments & Reimbursements
Business Operations Procurement Training
Held on Aug. 28, 2024, the training was developed to help faculty, staff, and students understand and apply the basics of procurement. Learners can get an idea of how system changes, since the implementation of Impact23 and how roles and processes have been affected.
- Introduction
- Ordering Goods and Services
- Procurement Roles and Functions
- Introduction to LMS Training
- Procurement Options
- Using the ServiceNow Helpdesk
- Completing the Procurement Service ticket
- Completing the Procurement Commodity ticket
- ServiceNow Notifications
- Creating a Requisition in Oracle Financials
- Punchout Catalog Suppliers and Requesting Suppliers
- Drafting Non-Catalog Requisitions
- Attachments
- Lump Sum (Blanket) POs
- Requisition Approvals
- Invoices
- Searching for Invoices/POs
- Invoice Holds
- Receiving
- Business Operations and Impact 23 Support and Resources