Agency Training

OregonBuys is a role based system. Phase II roles are Accounts Payable (AP), Basic Purchasing (BP) or Department Access (DA).

Phase II Self Guided Courses

Click on the user type to view a list of Phase II self guided courses available in Workday:

DAS - PS - OregonBuys Accounts Payable Daily OregonBuys to R*STARS Reconciliation Process

This course reviews the daily reconciliation process between the OregonBuys and R*STARS systems performed by Accounts Payable users. Workday login required, course documents: PPT | Handout

DAS - PS - OregonBuys AP User RECORDED Webinar Training Course

This is a recording of the live webinar course that shows how to create and submit an invoice in OregonBuys (Workday login required).

Enroll In Full AP User Learning Package (all courses shown below)

Or choose to take individual courses by clicking on the course names shown below (Workday login required):

DAS - PS - OregonBuys General Navigation
General Navigation and dashboard features of the OregonBuys system.
DAS - PS - OregonBuys Edit User Info
How to keep your OregonBuys account information up-to-date.
DAS - PS - OregonBuys Approving Documents
How to approve documents in OregonBuys, plus other helpful features.
DAS - PS - OregonBuys Invoices I: Introduction to Invoices
Introduction to Invoices in the OregonBuys system.
DAS - PS - OregonBuys Invoices II: Change Order
How to update the Accounting used to pay for Invoiced items via a Change Order in the OregonBuys system.
DAS - PS – OregonBuys Invoices III: Partial Pay
How to create an Invoice against a Purchase Order that is partially received inside the OregonBuys system.
DAS - PS - OregonBuys Invoices IV: Pending Receipt
How to create an Invoice against a Purchase Order before any items have been received inside the OregonBuys system.
DAS - PS - OregonBuys Credit Memo I: Create a Credit Memo
How to Create a Credit Memo from Scratch inside of the OregonBuys system.

DAS - PS - OregonBuys BP User RECORDED Webinar Training Course

Workday login required.

DAS - PS - OregonBuys Shop to Order in Marketplace

How to search for products, add them to your shopping cart, complete the release requisition, and submit for approval. Workday login required.

Enroll In Full BP User Learning Package (all courses shown below)

Or choose to take individual courses by clicking on the course names shown below (Workday login required):

DAS - PS - OregonBuys Requisitions I: Open Market Requisition
Introduction of Open Market Requisitions in the OregonBuys system.
DAS - PS - OregonBuys Requisitions II: Release Requisition
How to create a Release Requisition from scratch or from the Catalog Search in the OregonBuys system.
DAS - PS - OregonBuys Requisitions III: Informal Quotes
How to use the Vendors Tab for Informal Quotes in the OregonBuys system.
DAS - PS - OregonBuys Requisitions IV: Request for Payment Authorization (RPA)
How to create a Request for Payment Authorization (RPA) in the OregonBuys system.
DAS - PS - OregonBuys Marketplace: Using G2B Punchouts
How to find and use the G2B punchout functionality in the OregonBuys system.
DAS - PS - OregonBuys Receiving I: Create a Receipt
Introduction to Receipts in the OregonBuys system.
DAS - PS - OregonBuys Receiving II: Return Items or Cancel
Canceling, Returning and Adjustments on Receipts in the OregonBuys system.
DAS - PS - OregonBuys Purchase Orders I: Open Market Purchase Order
Introduction to Purchase Orders inside of the OregonBuys system.
DAS - PS – OregonBuys Purchase Orders II: Master Blanket (MBPO)
Introduction to Master Blanket Purchase Orders (MBPO) inside of the OregonBuys system.
DAS - PS - OregonBuys Purchase Orders III: Change Orders
How to initiate and apply a Change Order inside of the OregonBuys system.
DAS - PS - OregonBuys Purchase Orders IV: Standard Release
Locating, Reviewing, Submitting for Approval, and Sending a Standard Release Purchase Order (PO) to a Vendor in the OregonBuys system.

DAS - PS – OregonBuys Requisitions I: Open Market Requisition
Introduction of Open Market Requisitions in the OregonBuys system.
DAS - PS – OregonBuys Requisitions II: Release Requisition
How to create a Release Requisition from scratch or from the Catalog Search in the OregonBuys system.
DAS - PS – OregonBuys Requisitions III: Informal Quotes
How to use the Vendors Tab for Informal Quotes in the OregonBuys system.
DAS - PS – OregonBuys Requisitions IV: Request for Payment Authorization (RPA)
How to create a Request for Payment Authorization (RPA) in the OregonBuys system.
DAS - PS - OregonBuys Marketplace: Using G2B Punchouts
How to find and use the G2B punchout functionality in the OregonBuys system.
DAS - PS - OregonBuys Receiving I: Create a Receipt
Introduction to Receipts in the OregonBuys system.
DAS - PS - OregonBuys Receiving II: Return Items or Cancel
Canceling, Returning and Adjustments on Receipts in the OregonBuys system.

DA Approvers are typically managers or supervisors

Click the individual course names below to fast-track your learning via self-guided courses in Workday Learning (account required):

Archived Phase I Self Guided Courses

Click on a user type below to view a lsit of self guided courses available in Workday:

Enroll In Full DAS - PS - OregonBuys BP User Learning Package (Phase I - All courses shown below)

Or take individual courses by clicking on the course names below. Workday account is required:

DAS - PS - OregonBuys General Navigation
General Navigation and dashboard features
DAS - PS - OregonBuys Edit User Info
How to keep your OregonBuys account information current
DAS - PS - OregonBuys Search in Marketplace
Searching in Marketplace, refining results, comparing items and locating contracts
DAS - PS - OregonBuys Requisitions I: Open Market Requisitions
Introduction to Open Market Requisitions
DAS - PS - OregonBuys Approving Documents
How to approve documents, plus other helpful features
DAS - PS - OregonBuys Bid Solicitations I: Open Market or Blanket Bid
Introduction to Bid Solicitations
DAS - PS - OregonBuys Bid Solicitations II: Convert a Requisition to a Bid
How to convert a "Ready for Purchasing" Requisition to a Bid Solicitation
DAS - PS - OregonBuys Bid Solicitations III: Amendments
How to initiate and apply a Bid Amendment
DAS - PS - OregonBuys Bid Solicitations IV: Bid Tab
Introduction to the Bid Tabulation features
DAS - PS - OregonBuys Bid Solicitations V: Score Tab
How to use the Score Tab
DAS - PS - OregonBuys Bid Solicitations VI: Request for Revisions
How to Request and Review Revisions on the Bid Tab
DAS - PS - OregonBuys Bid Solicitations VII: Rolling & Open Enrollment
How to set up Rolling & Open Enrollment configurations
DAS - PS - OregonBuys Purchase Orders II: Master Blanket (MBPO)
An introduction to Master Blanket Purchase Orders (MBPO)
DAS - PS - OregonBuys Purchase Orders III: Change Orders
How to initiate and apply a Change Order

Enroll In Full DAS - PS - OregonBuys DA User Learning Package (Phase I - All courses shown below)

Or take individual courses by clicking on the course names below. Workday account is required:

DAS - PS - OregonBuys General Navigation
General Navigation and dashboard features
DAS - PS - OregonBuys Edit User Info
How to keep your OregonBuys account information current
DAS - PS - OregonBuys Search in Marketplace
Searching in Marketplace, refining results, comparing items and locating contracts
DAS- PS – OregonBuys Requisitions I: Open Market Requisition
Introduction to Open Market Requisitions

DAS - PS - OregonBuys OA User RECORDED Webinar Training Course

This is a recording of the OA live webinar training. (Workday login required)

Enroll In Full DAS - PS - OregonBuys OA User Learning Package (Phase I - All courses shown below)

Or take individual courses by clicking on the course names below. Workday account required:

DAS - PS - OregonBuys General Navigation
General Navigation and dashboard features
DAS - PS - OregonBuys Edit User Info
How to keep your OregonBuys account information current
DAS - PS - OregonBuys Organization Administrator (OA) User: General Navigation
Organization Administrator (OA) users General Navigation
DAS - PS - OregonBuys Departments, Locations and Addresses I
How to create & edit new departments, locations, and addresses
DAS - PS – OregonBuys Organization Administrator (OA) User: Catalog Manager General Navigation
General Navigation of the Catalog Manager for OA users
DAS - PS - OregonBuys Catalog Manager
How to make products available to shoppers
DAS - PS - OregonBuys Contract Management I: How to Set Up Program Fees
How to set up Program Fees on a Vendor's Master Blanket Purchase Order (MBPO)
DAS - PS - OregonBuys Contract Management II: Upload an Items File
How to upload an Items File using an internal template
DAS - PS - OregonBuys User Roles and Functions I:
How to create a new user and assign their role
DAS - PS - OregonBuys User Roles and Functions II
How to Search & Edit user profiles and how to add departments & locations outside of a user’s default setting
DAS - PS - OregonBuys Intro to Approval Paths & Types
Introduction to Approval Paths & Types

Instructions and Guides

All User Roles:

AP Users:

BP Users:

DA Users:

OA Users:

Agency Training

Phase II Self Guided Courses

Phase II - Accounts Payable (AP) self-guided courses

DAS - PS - OregonBuys Accounts Payable Daily OregonBuys to R*STARS Reconciliation Process

DAS - PS - OregonBuys AP User RECORDED Webinar Training Course

Enroll In Full AP User Learning Package (all courses shown below)

Phase II - Basic Purchasing (BP) self-guided courses

DAS - PS - OregonBuys BP User RECORDED Webinar Training Course

DAS - PS - OregonBuys Shop to Order in Marketplace

Enroll In Full BP User Learning Package (all courses shown below)

Phase II - Department Access (DA) self-guided courses

DAS-PS - OregonBuys DA User RECORDED Webinar Training Course

DAS - PS - OregonBuys Shop to Order in Marketplace

Enroll In Full DA User Learning Package (all courses shown below)

Phase II - Department Access (DA) Approvers ONLY self-guided courses

DA Approvers are typically managers or supervisors

Archived Phase I Self Guided Courses

Phase I - Basic Purchasing (BP) self-guided courses

Enroll In Full DAS - PS - OregonBuys BP User Learning Package (Phase I - All courses shown below)

Phase I - Department Access (DA) self-guided courses

Enroll In Full DAS - PS - OregonBuys DA User Learning Package (Phase I - All courses shown below)

Phase I - Organization Administrator (OA) self guided courses

DAS - PS - OregonBuys OA User RECORDED Webinar Training Course

Enroll In Full DAS - PS - OregonBuys OA User Learning Package (Phase I - All courses shown below)

Instructions and Guides

Agency Training

Phase II Self Guided Courses

Phase II - Accounts Payable (AP) self-guided courses

​Enroll In Full AP User Learning Package (all courses shown below)

Phase II - Basic Purchasing (BP) self-guided courses

Phase II - Department Access (DA) self-guided courses

​Enroll In Full DA User Learning Package (all courses shown below)

Phase II - Department Access (DA) Approvers ONLY self-guided courses

DA Approvers are typically managers or supervisors

Archived Phase I Self Guided Courses

Phase I - Basic Purchasing (BP) self-guided courses

Phase I - Department Access (DA) self-guided courses

Phase I - Organization Administrator (OA) self guided courses

Instructions and Guides

Enroll In Full AP User Learning Package (all courses shown below)

Enroll In Full DA User Learning Package (all courses shown below)