Purchase — Learning Path

Learning Paths › Purchase

This learning path is for purchasers and business users who need to work with purchase records in the Purchase app. You will learn how to find the purchase workspace, start new purchase entries, and use the available purchase screens to support a consistent daily purchasing process.

Learning objectives

• By the end of this path you can open and use the purchase list to locate the purchasing workspace.
• By the end of this path you can start a new purchase from the Purchase app.
• By the end of this path you can distinguish when to use the purchase list versus the new-purchase screen.
• By the end of this path you can follow a repeatable workflow for reviewing purchases and initiating new ones.
• By the end of this path you can prepare for periodic purchase-entry work using the available screens.

Prerequisites

• Access to the Purchase app.
• Permission to view the purchase list.
• Permission to create a new purchase.
• Familiarity with your organization’s purchasing process and the information required before entering a purchase.

Module 1: Find your purchase workspace

Goal: Learn where to begin purchase work and how the two available screens support the process.

Lesson 1.1: Start from the purchase list

When you need to begin reviewing purchase activity or decide what work to perform next, start in the purchase list. Open the Purchase List View to access the app’s central purchase workspace and review the purchases presented there.

Practice task: Open the Purchase List View and identify it as your starting point for purchase-related work.

Lesson 1.2: Choose the right screen for the task

A reliable workflow begins by choosing the correct workspace: use the list when you need to review purchase records, and use the creation screen when you need to initiate a purchase. From the Purchase List View, move to New Purchase when your goal is to begin a new purchase entry.

Practice task: Open both Purchase List View and New Purchase, then state which screen you would use to begin a new purchase.

Module 2: Initiate daily purchase work

Goal: Use the new-purchase workspace to begin a purchase consistently.

Lesson 2.1: Begin a purchase entry

When a purchasing need has been identified, use New Purchase rather than treating the list as the place to enter a new record. Open New Purchase, review the information requested by the screen, and provide the purchase information required by your organization’s process using the available controls.

Practice task: Open New Purchase and review the information you would need before beginning an entry.

Lesson 2.2: Return to the list after initiating work

After working in the new-purchase workspace, return to the list to continue your broader purchase workflow. Use Purchase List View as the place to resume reviewing purchase records and determine whether another purchase needs to be initiated.

Practice task: Navigate from New Purchase back to Purchase List View.

Module 3: Apply a repeatable purchase routine

Goal: Combine review and purchase initiation into a practical recurring workflow.

Lesson 3.1: Review before starting a new purchase

When processing several purchasing needs, begin with Purchase List View so you can orient yourself in the current purchase workspace before initiating additional work. If you determine that a new purchase is needed, open New Purchase and proceed with the information available to you.

Practice task: Start in Purchase List View, then open New Purchase for a purchase you need to initiate.

Lesson 3.2: Prepare for a purchase-entry session

For a recurring purchasing session, gather the business information required by your organization before opening the entry screen. Then use New Purchase to begin each new purchase and return to Purchase List View between entries to maintain awareness of the purchase workspace.

Practice task: Describe your own repeatable sequence using Purchase List View and New Purchase.

Final assessment

1. You need to orient yourself in the Purchase app before deciding whether any new purchase work is required. Which screen should you open first?

2. A purchasing need has been approved and you are ready to begin entering it in the app. Which screen should you use?

3. You have finished working in the new-purchase workspace and want to return to the central area for reviewing purchase work. Where should you go?

4. During a recurring purchasing session, what is the most appropriate sequence for reviewing work and initiating a new purchase?

5. A colleague tries to use the purchase list as the screen for beginning a new purchase. What guidance should you give?

Answers

1. Purchase List View — It is the central workspace for reviewing purchase records and orienting yourself before taking action.

2. New Purchase — This is the screen intended for beginning a new purchase entry.

3. Purchase List View — Return to the list to continue reviewing the purchase workspace.

4. Open Purchase List View, then open New Purchase when a new purchase is needed, and return to the list between entries. — This separates review work from purchase initiation.

5. Use New Purchase to begin the entry and use Purchase List View for review. — Each screen supports a different part of the workflow.