TCSS partners with Procurement Services to deliver training for Finance users, including new buyers, experienced buyers, and budget managers. To comply with Finance Security standards, all Finance users must complete the required forms and training before accessing secured systems.
Instructor led training sessions are conducted via Zoom. Please contact tcss@umw.edu to make an appointment.
Buyer Training - Building Procurement & Finance Confidence
We want all Finance users to feel confident and fully equipped to fulfill their roles as buyers for UMW. New Buyer Training is divided into six phases to keep the content manageable and flexible with your schedule. Each phase builds on the previous one, guiding you through systems, policies, and tasks you’ll use regularly. Existing buyers may schedule refresher training on any topic.
Sessions & Descriptions
Module 1: Fundamentals of Finance
Instructor Led
Approximate Length: 1.5 hours
Start with the basics – get to know our financial structure, systems, and reporting tools. We take a personalized approach by reviewing your department FOAPAL, budget, and past purchase activity.
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Chart of Accounts & FOAPAL
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Fund Sources
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Finance Systems Overview
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Banner Budget Queries
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Finance Report Central
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Introduction to eVA
Module 2: Foundations of Procurement
Understand the rules and responsibilities that guide purchasing decisions at UMW.
Self-paced training
Approximate Length: 45 minutes
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Procurement laws, policies, and procedures
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Payment methods
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Key questions to ask before making a purchase
Module 3: Inside eVA
Get hands-on with eVA and learn how to manage key purchasing tasks and approvals.
Self-paced training
Approximate Length: 1 hour
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Searching for suppliers
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Entering requisitions
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Managing change orders
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Punch-out catalog orders
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Adding ad-hoc approvers
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Understanding eVA approval workflows
Module 4: SPCC & Works
Learn how to manage your SPCC responsibilities and reconcile Works correctly each month.
Instructor Led
Approximate Length: 1.5 Hours
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Reconciling Works statements
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SPCC Payment Card File requirements
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Attaching supporting documentation
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General Ledger (GL) entries
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SPCC-related reporting
Module 5: Banner Receiving & Direct Pay Entry
Instructor Led
Approximate Length: 1 hour
Ensure accurate payments and compliance by understanding receiving and direct pay processes.
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How to determine Banner receive dates
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Prompt Pay due date considerations
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When and how to enter a Direct Pay in Banner
Module 6: eCommerce Training
Instructor Led
Approximate Length: 1 hour
For eCommerce Site Managers only
A specialized session focused on managing the eCommerce platform and related tasks.
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eCommerce site overview
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Reconciliation requirements
Budget Manager Training
This session provides an introduction to Finance for individuals responsible for budgets, including managing operational and cash balances, reviewing purchases, encumbrances and generating reports.
Instructor Led
Approximate Length: 1 hour
💡 Need Help?
If you have questions about training or would like to schedule please contact TCSS at tcss@umw.edu.