eProcurement

  • Requestor
    • Objectives:

      • To search and request items to purchase, subject to approval

      Profile:
      Home Page
      Default
      Ship To
      Set Assignee

      Purchasing Searches:
      Hosted Catalogs
      Featured Suppliers
      Favorites

      Vendors:
      Find Vendor
      Add New Vendor

      Cart:
      Review
      Make Changes
      Assign Cost Centers and accounting codes

      History:
      Search Invoices
      Search

  • Shopper
    • Objectives:

      • To search and request items to purchase, subject to approval

      Profile:
      Home Page
      Default
      Ship To
      Set Assignee

      Purchasing Searches:
      Hosted Catalogs
      Featured Suppliers
      Favorites

      Vendors:
      Find Vendor
      Add New Vendor

      Cart:
      Review
      Make Changes
      Assign Cost Centers and accounting codes

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  • Contact

    If you have any questions regarding training (class registration, topics offered, changing or rescheduling a class, etc.), please contact the PeopleSoft training team members.

  • eProcurement Test

Job Aids

  • Punchout Catalog Guide – This job aid explains how to use the Punch-out Catalogs to shop for goods and services through eProcurement.
  • Hosted Catalog Guide – This job aid explains how to use the Hosted Catalogs to shop for goods and services through eProcurement.
  • eProcurement for Approvers – This job aid provides step-by-step directions for eProcurement Approvers. It explains how to approve or reject a cart.
  • eProcurement for Shoppers – This job aid provides step-by-step directions on to use eProcurement to shop for goods and services. It also explains how to use forms such as Request a Check and Non-Catalog Orders.
  • eProcurement for Requestors – This instructor-led class explains how to shop using Punch-out or Hosted Catalogs and apply accounting codes. It also covers how to use Document Search; review your user profile, locate forms (i.e., Non Catalog Order Form) and make changes to a cart; submit to a Cart to the approver. NOTE: Participants will need access to eProcurement for this class. Course length: 2 hours
  • eProcurement Encumbrance Tool Guide – This job aid provides step-by-step directions on how to review encumbered transactions created in the eProcurement system.
  • eShip Global Quick Guide – This job aid explains how to setup the eShip Global options in eProcurement.
  • Transaction Splitting Quick Guide – This job aid explains how to setup Transaction Splitting on a Cart in eProcurement.