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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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