New Sales Orderer

Course also available to existing users requiring a refresher

The Sales and Billing course is 1.5 hours and you must attend the full course to qualify for the Sales Ordering profile in uBASE

If you require the additional 'Understanding Project Finances' training then the course will be 2.5 hours (see further information in pre-requisites)

1. You must have some basic navigational skills on uBASE which should be provided by your departmental colleagues or line manager. uSpace for Basics in Navigation also provides general guidance documentation on using uBASE and understanding how to navigate around the system
2. You will be asked about your understanding of Project Finances before attending the course as additional time may be required to top up your knowledge in this area

• You will be asked about the type of invoicing you will be completing as it may be more relevant to attend the On-line Store training instead/as well
• Project Reporting in uBASE

Assuming prior knowledge of uBASE and Project Finances, the course will cover:

• Understand the relationships between project types and materials
• Create a Sales Order
• Convert a Sales Order to a Billing Document
• Create a Credit Order
• Convert a Credit Order to a Billing Document
• Find and display a Sales Order or Billing Document and the related document flow
• Requesting and searching for a customer

• Course format: is either one-to-one or small groups depending on number of requests for training received
• Duration: 1.5 hours (without 'Understanding Project Finances') or 2.5 hours (with 'Understanding Project Finances')
• Venue: to be agreed when the course is booked
• Refreshments: drinks provided but not lunch
• Other requirements for attendance: you will be required to bring at least one live invoice request with you to complete during training as we use the live system. Please ensure you contact us to discuss this invoice request, before training, so we can ensure that all relevant information is available before training commences
• Training materials: guidance notes to be printed by attendees before training course. Copies of all materials are available in uSpace for Sales Orderers

• Authorised Profile Request Form to be sent to Finance requesting your profile
• Email sales-finance@sheffield.ac.uk to request your training, please remember to indicate:

1. whether you require the additional 'Understanding Project Finances' training
2. the volume of invoices your will be completing
3. the project types you will mainly be working with (eg conference, consultancy, etc)
4. the dates you are available for training
5. the example invoice you will be using (see course information above)