Purchasing
There is an eLearning course for ERP Purchasing here on Leap into Learning. The course covers the purchasing process, finding and adding suppliers, raising requisitions (including call off orders), receipting and closing orders, checking payment dates and running financial reports.
If you do not have a login for Leap into Learning please email leap@shropshire.gov.uk
Links to "how to" videos on Purchasing in the ERP:
Finding a Supplier by Name in a Purchase Request
Checking a Supplier Exists in the ERP (and checking email addresses)
Adding a New Supplier in the ERP
Checking a Supplier's Email Address in the ERP
Find a Supplier by Bank Details
Using the P2P Invoice Status Report
Links to further resources
- Purchasing 2025 Schools
- Requisitions - How To Raise A Requisition In Unit4 ERP
- Supplier Creation Form 2024
- IR35 Guidance For Schools
- P2P Invoice Status Enquiry Guidance
- Imprest Claim Form (Updated 2025)
- Requisitions - How to Close a Requisition Via WorkFlow Tasks
- Supplier Mandatory Relation - Publish Spend