Procurement Training

  1. Browse the list of required and recommended courses below.
  2. Register for in-person classroom training
  3. Access online training and support materials on Canvas (login with your NetID and password).

 

End-to-End Procure-to-Pay for the Requisitioner

Instructor-led (3 hours)
This course provides an overview of the Procure-to-Pay application (SciQuest) for requisitioners. Participants will learn how to interact with the homepage, define user preferences, save favorites, respond to notifications, navigate to forms, enter and approve requisitions, receive purchase orders, approve invoices, perform online inquiries, generate reports, and access available support resources. In addition, this course will provide participants an opportunity to discuss with University Procurement Services personnel how the integrated system, in conjunction with procurement policy, will support their school/unit's internal procurement processes. This course will be offered by invitation only initially.

Requisitioning

Web-based (.5 hour)
This course covers the process of creating and processing requisitions in the Procure-to-Pay (P2P) system. Participants will learn how to create and update requisitions.

Requisition Approval

Web-based (20 minutes)
This course covers the process of approving requisitions in SciQuest. Participants will learn how to approve requisitions in their queue.

Invoice Approval

Web-based (.5 hour)
This course covers the process of approving invoices in the Procure-to-Pay (P2P) system. Participants will learn how to approve invoices in their queue.

Internal Purchase Order Process

Web-based (.5 hour)
This course covers the process of issuing internal purchase orders in the Procure-to-Pay (P2P) system. Participants will learn how to issue and check the status of internal purchase orders.

Receiving

Web-based (.5 hour)
This course covers the process of receiving against purchase orders in the Procure-to-Pay (P2P) system. Participants will learn how to receive both quantity- and dollar-based purchase orders.

Accounts Payable Inquiries

Web-based (.5 hour)
This course covers basic inquiries for payables. Participants will learn how to search for invoices and payments. Participants will also learn how to determine a purchase order's remaining balance.

Resubmit Returned Requisitions

Web-based (30 minutes)
This course covers the process of resubmitting requisitions that have failed validation in the Oracle Cloud application.  Participants will learn the causes of requisition validation failures, how RU Marketplace generates failure notifications, how to learn more about the failure, and how to resubmit a requisition that has failed validation.

Supplier Request

Web-based (30 minutes)
This course covers the process of submitting a request for a new supplier in RU Marketplace.  Participants will learn how to access the supplier request form, populate it, submit for approval, and view current approval status.

Supplier Maintenance Request

Web-based (30 minutes)
This course covers the process of submitting a request for updates to existing suppliers.  Participants will learn how to access the supplier update request form, populate it, submit it for approval, and view current approval status.

Reporting via Document Searches

Web-based (30 minutes)
This course covers the ways to extract data from RU Marketplace.  Participants will learn how to execute queries using the Document Search functionality, filter search results, and export query results.

Managing Notification Preferences

Web-based (30 minutes)
This course offers participants the opportunity to learn how to configure RU Marketplace notification preferences.  Participants will learn how to access the list of RU Marketplace preferences (e.g., PO notifications), view help text related to each notification type, update the settings, and view resulting notifications.

Wire Transfer Requests

Web-based (30 minutes)
Course participants will be provided with an overview of the process for creating wire transfer requests in RU Marketplace.

Setting Accounting Favorites

Web-based (30 minutes)
This course provides participants with step-by-step instructions on how to configure their RU Marketplace profile so that they are able to access a list of accounting favorites during the requisition checkout process.  Participants will learn how to create new accounting favorites and select them during the checkout process.

Approval Delegation

Web-based (30 minutes)
This course provides participants with step-by-step instructions on how to configure RU Marketplace to route approval requests to a designee.  Participants will learn how to update their settings to reflect a designee, select the appropriate folders for designation, and specify start/end dates for the delegation.