Direct Orders (DO1) in PASSPort
Course Direct Orders (DO1) in PASSPort - (PTI-6228M-S25)
Portfolio New York City-Specific Portfolio, No Cost Learning, Professional Practices
Cost Free
Prerequisite(s) None
Credits CEU:0.2
Modality Live Webinar
Classroom Live Webinar 4
Address Live Webinar
Instructor(s) Noah Rose
Class Description
This webinar will provide a comprehensive overview of New York City’s process for submitting purchase requisitions in PASSPort using citywide requirement contracts (MA1s). Participants will learn how to generate purchase orders (DO1s), create receipts for these orders, and manage payments within the system.
Objectives:
- Understand the process of purchasing goods from the PASSPort’s Catalog and the various methods in which goods can be obtained, including through a PunchOut Order, Accelerated Blanket Order, or standard Purchase Order.
- Learn to create receipts to record when goods were received and create reconciliation requests to communicate with vendors.
- Gain skills in approving invoices, deductions, and payments for vendors.
- Become more familiar with relevant roles needed in PASSPort to perform these financial tasks.
- Identify common blocking alerts in PASSPort at the Matching In Progress and at the Payment Review steps.
Target Audience: This course is targeted to agency professionals with procurement and payment related responsibilities, such as procurement analysts, procurement officers, contract officers, project managers, program staff and payment approvers.
Schedule(s)
Day | Day Type | Date | Start Time | End Time | Break Time | Contact Hours | Modality | Location |
---|---|---|---|---|---|---|---|---|
1 | Full | 2/27/2025 | 11:00 AM | 1:00 PM | 2 | Live Webinar | Citywide Training Center |