Purchase — Learning Path

Learning Paths › Purchase

This learning path is for users who need to create, find, and maintain purchase records in the Purchase app. You will learn how to start a new purchase, work with purchase records in both empty and populated states, and use the purchase list to support regular review and follow-up work.

Learning objectives

• By the end of this path you can locate and open purchase records from the purchase list.
• By the end of this path you can start a new purchase record.
• By the end of this path you can enter and maintain information on a purchase record.
• By the end of this path you can review purchase records that already contain data.
• By the end of this path you can use the appropriate Purchase screen for common daily and periodic tasks.

Prerequisites

• Access to the Purchase app.
• Permission to view purchase records and, where applicable, create or update them.
• Familiarity with your organization’s purchase process and the information required for a purchase record.

Module 1: Navigate purchase work

Goal: Learn where purchase records are displayed and how to move from a list into an individual record.

Lesson 1.1: Find the starting point for purchase work

When you need to review purchases already in the system, begin in the List. This screen is the central starting point for viewing the set of available purchase records. Use it to orient yourself to the purchases you may need to review, open, or continue working on.

Practice: Open the List and identify a purchase record you could review.

Lesson 1.2: Open a purchase record for review

When a purchase requires attention, open its individual record from the List. The List shows the record in a state where purchase information is already available, allowing you to review the existing details before taking further action.

Practice: From the List, open a record and review it in List.

Module 2: Create and complete purchase records

Goal: Start a new purchase and move from a new record to a usable purchase record.

Lesson 2.1: Start a new purchase

When you need to record a purchase that is not yet in the system, use Purchase. This screen starts the creation process and leads you into the Purchase, where the new purchase can be maintained.

Practice: Open Purchase and proceed to the Purchase.

Lesson 2.2: Maintain the information for a new purchase

After starting a purchase, use the Purchase to provide and maintain the information required by your organization. Work through the record carefully, using the available controls and actions on the screen to complete the purchase information. A completed record can later be reviewed as a populated List.

Practice: In the Purchase, complete the information available to you for a practice purchase.

Module 3: Review and maintain ongoing purchase work

Goal: Use populated purchase records and the list view to support routine follow-up and periodic review.

Lesson 3.1: Review an existing purchase before making changes

When you are asked to follow up on a purchase, first open it from the List and inspect the List. Reviewing the information already present helps you understand the purchase’s current state before you update or continue working on it.

Practice: Open an existing populated record and identify the information you would verify before updating it.

Lesson 3.2: Update a purchase record as work progresses

When purchase information needs to be maintained, work in the Purchase. Use the record screen for the update, then return to the List to continue with other purchases or confirm that the record is available in the broader purchase workload.

Practice: Open a purchase record for maintenance, make an allowed practice update, and return to the List.

Final assessment

1. You need to review purchases that have already been entered and choose one to investigate. Which screen should you start from?

2. A purchase has not yet been recorded in the system. Which screen should you use to begin creating it?

3. You have started a new purchase and now need to provide the purchase information. Which screen supports this work?

4. A colleague asks you to check the information already recorded for an existing purchase before deciding whether it needs follow-up. Which record view should you open?

5. After completing work on one purchase, you need to move on to review other purchase records. Which screen should you return to?

Answers

1. List — It is the starting point for viewing and selecting from available purchase records.

2. Purchase — It starts the process of creating a new purchase.

3. Purchase — It is the screen used to maintain information for the purchase record.

4. List — It presents an existing purchase record with information already available for review.

5. List — It lets you return to the broader set of purchase records and continue your work.