Buyer Web Based Training

Welcome to the Buyer Web Based Training page! Below are a series of interactive trainings to assist in learning to use NC eProcurement.

Please note that all of these trainings were created in the flash file format, meaning that the recommended browser is Internet Explorer to view and use the trainings. Chrome and Firefox no longer support flash files.

In addition, because these trainings were created for an older system, the "Continue" button to keep moving through the course will likely not appear. Instead, to continue through the content, you may click where the Continue button used to appear in the lower center of the screen, or use the "Play" button located on the lower left, as seen below:

Web based training with Continue button      Web based training with alternate continue options highlighted

If you require further assistance or are looking for more information, please consult the NC eProcurement Buyer Job Aids page, or contact our Help Desk.

The NC eProcurement team is hard at work on creating new trainings that will be available on every browser in the future, so stay tuned for updates!

Training for State Agencies

Course Description
System Navigation At completion of this training course, users will understand how to access the NC E-Procurement system. The training will discuss the NC E-Procurement dashboard and the portlets available to customize your dashboard. Users will become familiar with system searches and labeling transactions.
Requisitioning Users will learn how to create an eRequisition in NC E-Procurement in this training module. At completion of the training, users will become familiar with State Term Contract Catalogs and understand how to edit an existing eRequisition.
Approving In this training, users will familiarize themselves with the Approval Flow tab and understand which users can act on the approval flow. Users will also learn how to delegate approval authority and how to change email notification preferences.
Advanced Purchasing This training course provides an in-depth look into the creation of change orders. After completing this training, users will understand canceling purchase orders and how to resolve NCAS encumbrance failures.
Receiving At completion of this training, users will understand the two types of receiving and which users can receive on goods/services. Users will learn how to receive and unreceive in the NC E-Procurement system.
Reporting This training course will provide users with information about the various reports that are available in NC E-Procurement. Users gain an understanding of the reporting process and how to filter and save reports.
Security Administration At completion of this training, users will understand the Security Administrator role. Users will learn how to create Address and User Maintenance eForms including adding, deleting and updating addresses and user accounts.

Training for Community Colleges & School Systems

Course Description
System Navigation At completion of this training course, users will understand how to access the NC E-Procurement system. The training will discuss the NC E-Procurement dashboard and the portlets available to customize your dashboard. Users will become familiar with system searches and labeling transactions.
Requisitioning Users will learn how to create an eRequisition in NC E-Procurement in this training module. At completion of the training, users will become familiar with State Term Contract Catalogs and understand how to edit an existing eRequisition.
Approving In this training, users will familiarize themselves with the Approval Flow tab and understand which users can act on the approval flow. Users will also learn how to delegate approval authority and how to change email notification preferences.
Reporting This training course will provide users with information about the various reports that are available in NC E-Procurement. Users gain an understanding of the reporting process and how to filter and save reports.
Security Administration At completion of this training, users will understand the Security Administrator role. Users will learn how to create Address and User Maintenance eForms including adding, deleting and updating addresses and user accounts.

Training for Contract Administrators

Course Description
Catalog Approval Process This training provides Contract Administrators with information about approving catalogs that have been submitted by contract vendors. At completion of the training, Contract Administrators will understand what actions are required, the role of the Content Enablement Team, and the features available for reviewing catalogs in NC E-Procurement.