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OregonBuys project information

Department of Administrative Services > OregonBuys project information > Agency training

Agency training

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

Phase II courses are open to Wave 1 & 2 agencies only


Phase II virtual facilitated courses

Accounts Payable (AP) – 3 hour course

AP users create and submit invoices to pay for goods or services. Learn how to create and submit and invoices in OregonBuys. Course agenda:
  • Scope review
  • User roles review
  • Key AP tasks
  • Creating a partial invoice
  • Creating an invoice
  • Creating and using a credit memo
Offered from 8:30 - 11:30 a.m. on 4/20
Click here to register in Workday Learning (login required)

Basic Purchasing (BP) – 3 hour course

BP users create and submit purchase orders and requisitions. Learn how to create and submit requisitions and purchase orders for goods and/or services, and get a better understand of multi-year contracts called Master Blanket Purchase Orders (MBPO). Course agenda:
  • Scope review
  • Terminology crosswalk
  • User roles review
  • Creating and sending a Master Blanket Purchase Order (MBPO)
  • Creating and sending a Release Purchase Order
  • Creating and sending an Open Market Purchase Order
  • Change orders
Offered from 8:30 - 11:30 a.m. on 4/19

Department Access (DA) – 3 hour course

DA users primarily use OregonBuys to request and receive goods and services. Learn how to create and submit requisitions for goods and/or services on existing contracts for new goods and/or services, and how to receive goods and services. Course agenda:
  • Scope review
  • Terminology crosswalk
  • User roles review
  • What is a Requisition?
  • Release Requisitions
  • Open Market Requisitions
  • Receiving full and partial receipts
  • Processing returns
Offered from 8:30 - 11:30 a.m. on 4/18

Phase II self guided courses

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

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

DAS - PS - OregonBuys Accounts Payable (AP) 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 Accounts Payable (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).

​Click this link to enroll in the full AP user learning package (all courses shown below) or choose individual courses from the table 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.
Phase II - Basic Purchasing (BP) self-guided courses
DAS - PS - OregonBuys Basic Purchasing (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.

Click this link to enroll in the full BP learning package (all courses shown below), or choose individual courses from the table 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.

Phase II - Department Access (DA) self-guided courses
DAS-PS - OregonBuys Department Access (DA) 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.

​Click this link to enroll in the full DA user learning package (all courses shown below), or choose individual courses from the table 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.

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

​DA approvers are typically managers or supervisors.

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

General Navigation

​Edit User Info
​Approving Documents



Archived Phase I self guided courses

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

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

Follow this link to take all self-guided courses in the DAS - PS - OregonBuys Basic Purchaser (BP) User Learning Package, or click on individual course names from the list. 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
Phase I - Department Access (DA) self-guided courses
Follow this link to take all self-guided courses in the OregonBuys Department Access (DA) User Learning Package, or click on individual course names from the list. 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
Phase I - Organization Administrator (OA) self guided courses

DAS - PS - OregonBuys Organization Administrator (OA) User RECORDED Webinar Training Course. This is a recording of the OA live webinar training. (Workday login required)

​Click this link to enroll in the full OA Learning package (all courses shown below) or choose individual courses from the table below (Workday login 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