Buy-to-Pay (B2P) ~Approximately10 minutes B2P Basics Start with this basic introduction to Buy-to-Pay. This training module introduces you to the basic concepts of the MIT procurement system. ~Approximately10 minutes B2P Module 1: Shopping & Creating a Requisition This training module covers creating requisitions and orders. It is recommended for anyone who uses Buy-to-Pay. ~Approximately30 minutes B2P Module 2: Approving This training module covers requisition and invoice approver responsibilities and shows you how to view and approve requests in Buy-to-Pay. ~Approximately10 minutes B2P Module 3: Receiving After your items arrive, there are steps to take to ensure the order is complete and the supplier is paid. This training module is an overview of the Buy-to-Pay receiving feature. ~Approximately20 minutes B2P Module 4: Tracking Invoices & Payments After you receive your goods or services, an invoice should be submitted to Buy-to-Pay to ensure suppliers are paid in a timely manner. This training module covers how suppliers submit invoices, how to track invoices, and how to track payment status. ~Approximately30 minutes B2P Module 5: Tracking & Changing a Purchase Order During the course of a transaction, you may need to change the details of a purchase order. This training module will go over how to track orders within Buy-to-Pay and how to make changes to existing orders. ~Approximately10 minutes B2P Module 6: Views Did you know that Buy-to-Pay can output custom reports on your purchases? This training module covers how to navigate system views to report on purchasing data. ProCard ~Approximately25 minutes ProCard Cardholder Training This course is required for all individuals prior to receiving your MIT Procurement Card, also known as the ProCard. Topics include when to use the ProCard, sales tax exemption, the purchase verification process, audits, and more. ~Approximately20 minutes ProCard Verifier Training This training will cover the responsibilities of a Procurement Card verifier. Verifiers must exercise good judgment on the validity of their cardholder’s charges daily. While some charges are easy to verify, others are more challenging. Reimbursement (eRFP) ~Approximately30 minutes eRFP: Reimbursement This course introduces the process of submitting reimbursement requests using the eRFP system, from initiation to final approval and payment. ~Approximately30 minutes eRFP: Request for Payment This course introduces the process for requesting payment using the eRFP system and is recommended for anyone who submits or tracks reimbursements. Travel and Expense Reporting ~Approximately20 minutes Travel Policies for the Approver This course is designed for anyone who approves travel expense reports to help ensure compliance with Institute and sponsor policies related to business travel on behalf of MIT. Topics include expense report workflow, reviewing expense reports, air travel policies, an approver checklist, and additional resources. ~Approximately20 minutes Travel Policies for the Traveler This course is designed for all travelers and their delegates to ensure compliance with Institute and federal policies related to business travel on behalf of MIT. Topics include travel booking, air travel, car rental, using the MIT Travel Card, expense reports, traveler checklists, and other resources.
~Approximately10 minutes B2P Basics Start with this basic introduction to Buy-to-Pay. This training module introduces you to the basic concepts of the MIT procurement system.
~Approximately10 minutes B2P Module 1: Shopping & Creating a Requisition This training module covers creating requisitions and orders. It is recommended for anyone who uses Buy-to-Pay.
~Approximately30 minutes B2P Module 2: Approving This training module covers requisition and invoice approver responsibilities and shows you how to view and approve requests in Buy-to-Pay.
~Approximately10 minutes B2P Module 3: Receiving After your items arrive, there are steps to take to ensure the order is complete and the supplier is paid. This training module is an overview of the Buy-to-Pay receiving feature.
~Approximately20 minutes B2P Module 4: Tracking Invoices & Payments After you receive your goods or services, an invoice should be submitted to Buy-to-Pay to ensure suppliers are paid in a timely manner. This training module covers how suppliers submit invoices, how to track invoices, and how to track payment status.
~Approximately30 minutes B2P Module 5: Tracking & Changing a Purchase Order During the course of a transaction, you may need to change the details of a purchase order. This training module will go over how to track orders within Buy-to-Pay and how to make changes to existing orders.
~Approximately10 minutes B2P Module 6: Views Did you know that Buy-to-Pay can output custom reports on your purchases? This training module covers how to navigate system views to report on purchasing data.
~Approximately25 minutes ProCard Cardholder Training This course is required for all individuals prior to receiving your MIT Procurement Card, also known as the ProCard. Topics include when to use the ProCard, sales tax exemption, the purchase verification process, audits, and more.
~Approximately20 minutes ProCard Verifier Training This training will cover the responsibilities of a Procurement Card verifier. Verifiers must exercise good judgment on the validity of their cardholder’s charges daily. While some charges are easy to verify, others are more challenging.
~Approximately30 minutes eRFP: Reimbursement This course introduces the process of submitting reimbursement requests using the eRFP system, from initiation to final approval and payment.
~Approximately30 minutes eRFP: Request for Payment This course introduces the process for requesting payment using the eRFP system and is recommended for anyone who submits or tracks reimbursements.
~Approximately20 minutes Travel Policies for the Approver This course is designed for anyone who approves travel expense reports to help ensure compliance with Institute and sponsor policies related to business travel on behalf of MIT. Topics include expense report workflow, reviewing expense reports, air travel policies, an approver checklist, and additional resources.
~Approximately20 minutes Travel Policies for the Traveler This course is designed for all travelers and their delegates to ensure compliance with Institute and federal policies related to business travel on behalf of MIT. Topics include travel booking, air travel, car rental, using the MIT Travel Card, expense reports, traveler checklists, and other resources.
