DASH Procurement Services Trainings

As we go live for DASH, there are some training resources available for Procurement Services.

This article aims to provide instructions for employees on how to do various tasks within Procurement Services in DASH. It covers the following topics:

• Addresses
• Preferences
• Account Numbers
• Marketplace
• Requisitions & Purchase orders
• Receiving
• Approvals
• Contracts
• Videos
• Guidance Documents
• Contract Management Training

 

Addresses

To search for your address, use the Address File 

Preferences

Setting your Preferences is the first step in setting up Self-Service Procurement to enter a requisition or use Marketplace catalogs

• To set up your preferences please see, Setting Your Preferences
• For Entering Project Information please see, Entering Project Information in Preferences

Account Numbers

For Editing your Account Numbers, please see Editing Your Account Number

Marketplace

For Marketplace topics see below:

• Marketplace Order (punchout catalog)
• Amazon Business Account Set Up (remains unchanged in DASH)

Requisitions & Purchase Orders

For various Requisitions & Purchase Orders topics see below:

• Requisition Types: Which One to Select?
• Create Non-Catalog Quantity-Based Requisition
• Create Non-Catalog Amount-Based Requisition
• Create a Sole Source (NCJ) Requisition
• Duplicating a Requisition
• Splitting a Line Item Between Two Accounts
• Save a Requisition for Later
• Look up PO to view, save, print (must have PO Inquiry Role)
• View Requisition Workflow (Approvals)
• Purchase Agreement Order Form (Ordering from a Framework PO)
• Requesting a Change Order to a PO
• Create a Sub Award Requisition
• Guidance Document for Purchase Agreements

Receiving

For viewing your receipts please see, Receiving Items (My Receipts)

Approvals

For approving a requisition and setting up approver delegates see below:

• Approving a Requisition
• Setting up a Requisition Approver Delegate

Contracts

For various Contract topics see below:

• Contract Order Form (This must be done before entering an invoice for a contract)
• Department Contract Entry
• Guidance Document for Payable Contracts

Videos

For various Videos on various trainings see below:

• Requisitions
• Contract Entry Full Presentation (New DASH Requirements)
• Contract Order Form Submission
• Purchase Order View, Download, Print
• Contract Entry (New DASH Fields)

Guidance Documents

For guidance documents for payable contracts and purchase agreements see below:

• Guidance Document for Payable Contracts
• Guidance Document for Purchase Agreements

Contract Management Training

 For trainings related to contract management, please see our article, Contract Management Training →