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Reviewing Problem Invoices is designed to cover how to handle common invoice errors found in the procurement arena and more importantly how to prevent them. Real examples of problem invoices will be shared to illustrate common problems and their resolution. In addition the ways to help prevent problem invoices using appropriate terms and conditions will also be covered.
Procurement is more than just purchasing commodities and services it is a whole realm of responsibilities including assisting with problem invoices. Attendees will learn from an experienced procurement professional what situations can and do result in creating a high risk for receiving an invoice that is problematic. Participants will see many examples of situations that have led to problem invoices requiring intervention by the Purchasing Officer in order to resolve them and allow payment to be made.
By reviewing these situations participants will learn how to draft procurement documents that limit their exposure to problem invoicing. In addition, participants will learn how to recognize and avoid situations that may lead to errors in billing. By attending this workshop procurement professionals will be able to spend more time processing procurements and less time resolving problem invoices. Vendor relations will also improve by providing them with timely payments.
Ken Jones has been working in the public and non-profit procurement field for over 30 years. He worked for the New York State Office of Taxation and Finance as a Purchasing Assistant from 1985-87 and left there to work for the University at Albany, SUNY where he served as a Purchasing Agent and in 1999 was the Assistant Director supervising and providing training for the Office of Purchasing and Contracts. This included proving training for both State procurement and The Research Foundation for SUNY procurement rules and regulations. His previous purchasing experience included procuring commodities, services, and construction for the departments on campus.A past Director of the SUNY Purchasing Association, Ken retired from the position of Assistant Director in January of 2014. However, he was requested to continue to assist the office through the end of 2014. Ken worked part-time for the SUNY Center for International Development as a Procurement Specialist assisting primarily with their program in Kenya, Africa. Ken has trained many University staff on procurement rules and regulations. He established online ordering processes with vendors ranging from Office supplies to Lab chemicals and continued to provide training in his recent positions. After the Kenya Contract expired Ken continued to assist the UAlbany Purchasing Office with complex procurements through July of 2021. Ken has presented on various procurement topics both in person and on the Web for over 10 years.