The IDOA Training Team is prioritizing training updates in 2026. As we’re updating content, you may find conflicting information between training resources.
If you have questions, contact your agency Head Procurement Agent. If questions remain, please email idoaprocsupport@idoa.in.gov for assistance.
Click each header or +/- to expand and collapse the course catalog.
Financials Procedure Overview Graphic for Purchases that Require a Solicitation and SCM Contract
| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Web-Based | self-paced | This is a precursor for the Creating Requisitions course. Students are provided an introduction to Quantity Purchase Agreements (QPAs), followed by more in-depth learning about the three QPA Requisition formats: Special Request, Punch-out, and Catalog. |
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| Web-Based | self-paced | Learn how to enter the information required for a purchase request. These include QPA and special request items, accounting details, delivery requirements, and any necessary comments/justifications. The prerequisite for this course is Introduction to Creating Requisitions. |
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| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Web-Based | self-paced | This is a precursor for the IDOA PO Processing course. Students learn how to use the Expediting Requisitions process to create a Purchase Order for Requisitions created by the Special Request, Punch-out, and Catalog processes. The prerequisite for this course is Creating Requisitions. | Creating Purchase Orders using Expedite Requisitions Guide | (.pdf) | |
| Web-Based | self-paced | This is the IDOA PO Processing course. Students will learn how to create a Purchase Order for Requisitions created by the Special Request, Punch-out, and Catalog processes. The prerequisite for this course is Creating Requisitions and Creating Purchase Orders using Expedite Requisitions. | Verify and Complete the Purchase Order Guide | (.pdf) |
| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Web-Based | self-paced | Strategic Sourcing Event (SSE) is the next step in the eProcurement process following Creating Requisitions. Sourcing is used for creating solicitation events from Approved Requisitions, selecting bidders, entering/analyzing bidder responses, and awarding Purchase Orders or contracts. | Strategic Sourcing Guide | (.pdf) |
| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Supplier Contracts Management (SCM) Administrator – PS Financials | Web-Based | self-paced | A comprehensive 7-part session covering creating and importing contracts and amendments in the Supplier Contracts Management (SCM) module through PeopleSoft Financials. The eContracting process is covered in detail, including the transactional and text contract documents, contract templates, collaboration, routing for electronic signature, and workflow approvals. |
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| Supplier Contracts Management (SCM) Administrator Workshop | Web-Based | self-paced | This web-based workshop covers some reminders, works through scenarios/solutions and provides you with some tips/tricks. The prerequisite for this course is Supplier Contracts Management (SCM) – PS Financials |
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| SCM Internal Collaboration – PS Financials | Web-Based | self-paced | The Internal Collaborator role is to review and/or edit the Supplier Contracts Management (SCM) Text Contract Document draft and provide comments to the Contract Administrator. |
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| DocuSign Process for Signing a State Contract (Includes Identity Authentication) | Web-Based | self-paced (15mins) | This training will review the steps to sign a State contract document with Identity Authentication required. | |
| DocuSign Process to Decline to Sign a State Contract | Web-Based | self-paced (11mins) | This training will review the steps to decline to sign a State contract document with Identity Authentication required. | |
| DocuSign Process for Signing a State Contract without a sign tag (Includes Phone Authentication) | Web-Based | self-paced (11mins) | This training will review the steps to sign a State contract document with phone call Identity Authentication required and no sign tag. | |
| SCM Approval Process – PS Financials | Web-Based | self-paced | An oversight agency approver will review a SCM contract after it has been signed by the vendor, the State agency and any other approvers that came before him/her. The approver will approve or deny the contract. |
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| SCM Contract Release – PS Financials | Web-Based | self-paced | Using this process, a Purchase Order for an executed contract is created using the financial and line item information from the transactional contract document. The User will notify his/her agency Fiscal Security Coordinator who will submit the access request issue to GMIS. |
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| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Issuing Receipts for Purchase Orders – PS Financials | Web-Based | self-paced | The processes to receive against Purchase Orders with and without assets, amount only POs, and POs with multiple distribution lines. | Issuing Receipts for Purchase Orders Guide | (.pdf) |
| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| P/T Card Program Overview | Web-Based | self-paced | This training will review the program rules, responsibilities, policies and processes required for the usage and compliance of state issued purchasing and travel cards. | P/T Card Module Manual & Quick Guides | (download) |
| P/T Card Verifier Role (Stage 1) – PS Financials | Web-Based | self-paced | This training will review the steps necessary to complete the verifier role (cardholder/proxy) in stage 1 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process. The verifier role is stage one of the PeopleSoft P/T Card Module process. Depending on the state agency, the verifier role responsibilities can be split between one or more employees. Please check with your Agency Program Administrator (APA) to see what responsibilities from this training you will complete in your agency's process. The prerequisite for this course is P/T Card Program Overview | P/T Card Module Manual & Quick Guides | (download) |
| P/T Card Approver Role (Stage 2) – PS Financials | Web-Based | self-paced | This training will review the steps necessary to complete the approver role (APA/APA Backup) in stage 2 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process. The approver role is stage two of the PeopleSoft P/T Card Module process. This role is responsible for verifying transaction amounts, chartfields, appropriate attachments and creating an Accounts Payable Control Group. The prerequisites for this course include P/T Card Program Overview and P/T Card Module Verifier Role (Stage 1) | P/T Card Module Manual & Quick Guides | (download) |
| P/T Card Accounts Payable (Stage 3) – PS Financials | Web-Based | self-paced | This training will review the steps necessary to complete the accounts payable (AP) process in stage 3 of the PeopleSoft Purchasing/Travel Card Module (P/T Card Module) process. The accounts payable role is stage three of the PeopleSoft P/T Card Module process. The accounts payable employees will confirm that the Control Group information matches the associated Central Bill and will complete one of two processes; AP Data Entry or AP Manager. | P/T Card Module Manual & Quick Guides | (download) |
| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Marketing Research | Web-Based | self-paced | Market Research is the the act of gathering, analyzing and To reduce the potential of feeling overwhelmed when researching the market, this module will guide you through a process, provide suggestions to find answers and to recommend ways to avoid delays. |
| Course Title | Course Type | Course Length | Course Description | Resources |
|---|---|---|---|---|
| Negotiation Strategy | Web-Based | self-paced | Confidence while negotiating, through certainty. When you are certain of the State’s goals, clear on what is negotiable or not, and aware of boundaries within your authority, you will walk into the negotiation focused. Preparation provides that certainty and sustains your focus on the State’s best interest as the negotiation progresses. This module will assist you in establishing a strategic plan. The content provided are suggestions; these are not policies and procedures. Your agency’s roles and responsibilities when negotiating contracts and deliverables are to be adhered to. You will be guided to view trainings outside the module on LinkedIn Learning and YouTube. Assure you have access to these sources. |
