Training & Support Materials

We have refreshed our training courses to provide you with a better understanding of the RU Marketplace and Oracle Expense Management system functionality, and the related processes and procedures to properly process requisitions, purchase orders, invoices, and expense reports.  

To register for an instructor-led training class, login to the Cornerstone Registration Course website.

To obtain a complete listing of available Procurement online training materials , that include PDF presentations, PDF job aids, and videos, please go to Canvas (click on Canvas).

Available Procurement Job Aids

To access the Procurement PDF job aids,  please go to Canvas (click on Canvas).

  • Access  a List of Approved Transactions
  • Active IPO Search
  • Access the Approval Queue
  • Add a Comment to Req, Inv, or PO
  • Approval Delegation
  • Approve an Invoice
  • Attach a Contract to a Requisition
  • Changing PO Owner
  • Check the Payment Status of an Invoice
  • Check Request Changing Payment Terms
  • Create an Ad Hoc Ship- to Address
  • Create a New Export Template
  • Create a PO Based Invoice
  • Create an IPO Based Invoice
  • Duplicate Invoice Identification and Available Actions
  • Execute a Document Search
  • Finalizing a Purchase Order Revision
  • Forward an Invoice
  • Forward a Requisition
  • Managing Notifications
  • PO Modification
  • Request Cash Advances
  • Request Cash Advances
  • Save a Document Search
  • Search for Transactions by Accounting Information
  • Setting Accounting Favorites
  • Shop with a Punch-out Enabled Supplier
  • Splitting Accounting Codes
  • Submit a Check Request
  • Submit a Goods Request
  • Submit an International Purchase Order
  • Submit a Quick Order
  • Submit a Service Request
  • Submit Wire Transfer with Multiple Accounting Designations
  • Wire Transfer Domestic
  • Wire Transfer International

To obtain a complete listing of available Expense Management  online training materials , that include PDF presentations, PDF job aids, and videos, please go to Canvas (click on Canvas).

Available Expense Management Job Aids

To access the Expense Management PDF job aids,  please go to Canvas (click on Canvas).

  • Enter and Submit Expense Reports
  • How to Create Expense Reports
  • Request Cash Advances
  • Setting Up a Delegate for Travel Expenses
  • Submit a Check Request
  • Travel Reimbursement Submission Checklist

Procurement (click here to enlarge)

Expense Management (click here to enlarge)

Procurement - Instructor Led Training Class Descriptions

P2P200   Procure-to-Pay: Just the Basics  

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 3 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • The buying process and procedures from requisition to invoicing within RU Marketplace
  • The required documents and proper document attachments needed to process requisitions, purchase orders, and invoices

Recommended Participants

  • Current and new staff/faculty who need a refresher or basic understanding of RU Marketplace system functionality.
  • Highly recommended for Requisitioners
  • Optional for Approvers, Inquirers, and IPO Processors

P2P310   Change Order Management

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Supporting documentation needed
  • When additional procurement authority is needed
  • When a contract amendment is needed
  • Internal Purchase Order (IPO) cancel and close
  • IPO increases and decreases
  • PO cancel and close
  • PO increases and decreases
  • When a change order is allowable
  • When to do a change order vs. a new PO

Recommended Participants

  • All RU Marketplace Users

P2P315   Contract Management

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Signature authority
  • 60 day rule
  • Lifespan of a contract
  • Contract amendments
  • Contract review process
  • Extensions
  • Guest speaker
  • Honorarium
  • ITPSPA
  • PSPA
  • Department responsibilities to review
  • Understanding and accepting of business terms
  • Procurement responsibilities to review
  • Terms and conditions
  • Consultation with Risk Management and the Office of General Counsel

Recommended Participants

  • Business Manager level and above

P2P320  Invoice Management and Payment

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Submission of invoices
  • Scanning process
  • AP Invoice Life Cycle
  • Approval of Invoices process
  • PO Tolerances
  • Check Request Processing
  • Supplier Terms
  • Non-PO Bulk Uploads
  • Payment Disbursements
  • Remit-to sites
  • Invoice numbering convention
  • Electronic invoicing
  • Journal entries for departments

Recommended Participants

  • Requisitioners and Business Managers

P2P325   Internal Purchase Order (IPO) Process

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Procurement process for IPOs
  • Setup process
  • IPO updates
  • It is recommended for requisitioners and business managers. IPO process basics, UPS involvement in process, Setup process, IPO updates

Recommended Participants

  • Requisitioners and Business Managers

P2P330  Procurement Policy and Process

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Procurement policy
  • Business process
  • Business definitions
  • Setup process
  • IPO updates

Recommended Participants

  • RU Marketplace users and Business Managers

P2P335   Reporting in RU Marketplace

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Document search by supplier
  • Document search by preparer
  • Document search by “owner”
  • Document search by requisition
  • Document search by PO
  • Document search by invoice
  • Document search by accounting string

Recommended Participants

  • Business Managers and above

P2P340   Requisition Approval Process and Responsibilities in RU Marketplace

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Checking requisition workflow and assigned approvers
  • Checking requisition history
  • Understanding requisition errors
  • Checking request and PO status
  • Setting up and using vacation rules
  • Understanding invoice notifications
  • Invoice review options
  • Invoice payment information and status
  • Setting up profile and notifications
  • Supplier set-up changes and updates
  • How to search for suppliers
  • Learning which forms to use and completing these forms
  • G/L splits
  • Completing accounting string information
  • Completing shipping information
  • Creating favorites
  • Submitting requisitions
  • Document search options
  • Understanding the ‘prepared for” role and how to read a PO

Recommended Participants

  • Approver Role

P2P345   Requisitioning Process and Responsibilities in RU Marketplace

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Supplier setup, changes and updates
  • How to search for suppliers
  • Correct form to use and completing the forms
  • G/L splits
  • Completing accounting information
  • Completing shipping information
  • Creating favorites
  • Checking workflow and assigned approvers
  • Submitting requisitions
  • Checking requisition history
  • Understanding requisition errors
  • Check requests and PO status
  • Document searches
  • Reading POs
  • Understanding invoice notifications
  • Invoice review options
  • Invoice payment information and status
  • Setting up profiles and notifications
  • Understanding the  “prepared for” role

Recommended Participants

  • Business Manager level and above

P2P320  Invoice Management and Payment

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Submission of invoices
  • Scanning process
  • AP Invoice Life Cycle
  • Approval of Invoices process
  • PO Tolerances
  • Check Request Processing
  • Supplier Terms
  • Non-PO Bulk Uploads
  • Payment Disbursements
  • Remit-to sites
  • Invoice numbering convention
  • Electronic invoicing
  • Journal entries for departments

Recommended Participants

  • Requisitioner role

P2P350  RFX Process

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • RFx
  • Scope of Work
  • Timeline
  • Evaluation Committee
  • Evaluation Criteria
  • Scorecard
  • Award
  • Contracting
  • Bidder Solicitation Process
  • Over $10 million rule
  • $2 million rule

Recommended Participants

  • Business Manager and above; RU Marketplace user

P2P355  Sole Source Process

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Sole source justifications
  • Required approvals
  • Supporting documentation
  • $1 million board of governors threshold
  • Emphasis that sole source process is an exception

Recommended Participants

  • Business Manager and above; RU Marketplace user

SYS100  Cross Functional System Access and Approval

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Procurement, expense management, and GCA & Controller’s Office system process
  • Procurement systems emphasis is role assignment/access, hierarchy assignment, role responsibilities, new employees, terminated employees/reassignments, and effects of not replacing/updating procurement on department changes
  • Expense management systems training will include new employees, Finance Approver set-up and updates, review of Finance Approver report, Project Manager Approver, terminated employees/reassignments, and effects of not replacing/updating procurement on department changes
  • For GCA and Controller’s Office, the focus will be on role assignment and access, and UDO and project setup.

Recommended Participants

  • Unit/department business managers

Expense Management - Instructor Led Training Class Descriptions

EXP200   Expense Management: Just the Basics

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 3 hour classroom course

Course Overview

This course provides an overview of the following:

  • How to set up a bank for reimbursement
  • How to set up a Delegate
  • The expense management process and procedures within Oracle Expense
  • The required documents and proper document attachments needed to process reimbursements

Recommended Participants

  • Current and new staff/faculty who need a refresher or basic understanding of Oracle Expense system functionality
  • Highly recommended for Travelers and Delegates
  • Optional for Approvers

EXP310   Expense Management / Travel Policy & Process

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Travel policy
  • Traveler responsibilities
  • Delegate responsibilities
  • 60 day rule

Recommended Participants

  • Current and new staff/faculty who need a refresher or basic understanding of the travel policy
  • Highly recommended for Business Managers, Travelers, and Delegates

EXP315   Expense Report Approval Process and Responsibilities in Oracle Expense

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • How to approve expense reports for employees and non-employees
  • How to return expense reports
  • How to reject expense reports
  • Expense reporting

Recommended Participants

  • Traveler
  • Traveler Delegate
  • Expense Approver

EXP320   Expense Report Process and Responsibilities in Oracle Expense

Class PDF Presentations are available on Canvas (click on Canvas)

Duration

Instructor-led 2 hour classroom course

Course Overview

This course will provide you with a better understanding of the following:

  • Expenses for employees
  • Expenses for students/guests
  • Relocation
  • Athletics
  • Access/profile setup
  • Banking setup process
  • Delegate setup process
  • Report creation/submittal

Recommended Participants

  • Traveler
  • Traveler Delegate