Construction Procurement Admin Training: Request to Payment – PowerPoint PPTX Template

BENEFITS OF THIS DOWNLOADABLE POWERPOINT DOCUMENT

1. Train site office staff on the full chain from request and quotation to goods receipt and invoice
2. Practise with two Excel tools: an RFQ log and a goods receipt and invoice log, with worked solutions
3. Reduce payment errors with the three-way match, retention rules and site instruction decisions

PROCUREMENT STRATEGY PPT TEMPLATE DESCRIPTION

Construction Procurement Training PPT: Learn request-to-payment process, purchase requisition, three-way match, retention, plus Excel RFQ & invoice logs. Download now. Construction Procurement Admin Training: Request to Payment is a 54-slide PPT PowerPoint presentation template (PPTX) with a supplemental Zip archive file document available for immediate download upon purchase.

This Construction Procurement Admin Training follows one order through the whole procurement chain on a construction site: from a complete request and comparable quotations to a correct purchase requisition, goods receipt, invoice check and payment. It is built for site admins, project assistants and buyers who support project procurement.

All examples come from one running case: an industrial plant extension for an animal health manufacturer that needs more capacity for its dog dental care chews (illustrative).

Use it as a construction procurement training PowerPoint, a purchase-to-pay training deck for site office staff, or a refresher on goods receipts, three-way match and retention, together with the included RFQ log and goods receipt and invoice log in Excel.

The module covers:
•  The procurement chain from request to payment, roles and key terms
•  What a complete request contains, asking for quotations, naming quotations, supplier folders
•  The purchase requisition checklist, WBS codes, description and approval routing
•  Goods receipt and invoice: three-way match, partial deliveries, never posting on the invoice alone
•  Retention: how it is calculated and when it is released
•  Site instructions vs. a new PR, letters of intent, and year-end spend (committed, spent, paid, accruals)

What's included:
•  54-slide editable PowerPoint in six parts, with speaker notes, trainer tips and solutions
•  Nine exercises, quizzes and role plays, as a trainer edition with sample solutions and a participant edition
•  Two Excel tools, each as participant version and trainer solution: T2 RFQ Log and T3 Goods Receipt & Invoice Log
•  Two 'adapt to your company' slides and two recaps

The primary document is the slide deck. The exercise workbook (PDF) and the Excel tools are provided in the secondary ZIP file.

This module is part of the Construction Site Administration Course: 12-Week Trainer Kit, which covers twelve weeks from the site admin role and document control to procurement, change events, submittals and RFIs, the site office, reporting, turnovers and closeout, with eight Excel tools, exams and a trainer guide.

How this module was created: I created this course myself, based on my own professional experience, knowledge and research. AI tools supported me with translation, slide design and formatting. All content was written, checked and approved by me.

Please note: companies, people and amounts in the case are illustrative, and amounts are in USD. The module gives no legal advice; contracts, laws and company rules differ by country and always take precedence. The license covers use by one trainer or one organization.

Source: Best Practices in Procurement Strategy, Construction PowerPoint Slides: Construction Procurement Admin Training: Request to Payment PowerPoint (PPTX) Presentation Slide Deck, Maria Hohenauer | HOPE e.U.