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Training - UM System

Please make note of the Location as well as Date and Time, as training for all campuses is centrally located on this page.

To register for a class, move your cursor over the class title and an event information window will appear.* Click the Register button, and an Event Registration Form will appear. Enter your First Name, Last Name, Email Address, the name of your department and your 10-digit phone number and click Submit. You will receive an email confirmation and notification of your registration will automatically be sent to the instructor. If you do not receive this confirmation, usually within an hour of registration, please contact the instructor.

*IMPORTANT NOTES: Registration for classes is required. If there are no registrants for a class, it will be canceled. If the Register button is not displayed, registration has been closed, or the class is full. Please select an alternate session.

Click Here for Training Materials (Including Self-paced Tutorial) and Gaining Access (Security Form)

Click Here for Course Descriptions

Course Descriptions

ePro Requester Training

This course covers step-by-step instructions for completing an electronic requisition through PeopleSoft's eProcurement.

Requisitions are used to make purchases:

  • From our contract vendors in the ShowMeShop
  • When credit cards are not accepted
  • When the purchase amount is greater than $5,000
  • When paying for items or services not allowed on the purchasing card

Class topics will include:

  • Review of resources on the eProcurement Website, including comprehensive list of Show-Me Shop suppliers
  • Entering Show-Me Shop catalog requisitions, including searching for items, saving favorites, and manipulating shopping carts
  • Entering non-catalog requisitions
  • Changing MoCodes or accounts (including split funding)
  • Changing ship to codes
  • Using Manage Requisitions to check on status, find PO numbers, edit existing requisitions, and review approvals

We recommend submitting a ePro Security Form prior to training so that your access is ready to go.

Live, hands-on training is optional, and offered as an alternative or addition to the online tutorials.

 

Shopper Only Training

Training for the Show Me Shop Shopper Only role is conducted as a webinar. Users from any campus may participate in the webinar, which requires the use of your computer and a phone to attend from your desk.

Training topics will include:

  • Logging in as a shopper
  • Browsing catalogs and creating/manipulating carts
  • Assigning a cart to a chosen requester (and to reassign a cart)
  • Sending comments to the requester

For more information on the Shopper role and instructions to request this access, see the Training & Access page.

 

PaymentNet for New Users -  Cardholder

This is a hands-on class designed for cardholders  who are new to using PaymentNet. Topics to be reviewed will include:

  • Viewing and editing transactions, including changing MoCodes/PS Account, split funding, adding documentation, and disputing
  • Creating and saving queries
  • Monitoring real-time authorizations and declines
  • Referencing your default settings, such as billing address and spending limits.
  • Running reports, including the Statement of Account - PeopleSoft
  • Editing My Profile options

This course is required for cardholders who need to edit their own transactions.  Cardholder Access to PaymentNet must be authorized prior to class by having the Approving Official email Krista Young indicating the cardholder should be allowed to edit his/her own transactions.

 

PaymentNet for Existing Users

This is a hands-on class designed for experienced Legacy PaymentNet users (prior to Feb 2014) who would like additional training in PaymentNet 4. 

Note there are role specific classes listed above – Cardholder and AO/Editor. 

Cardholders who edit ONLY their own purchasing card transactions should attend a Cardholder class.   Approving Officials and Editors who edit transactions for the department should attend an AO/Editor class.  (If you are an AO/Editor who also edits your own card, we recommend you attend the AO/Editor class.) 

You will be logging in with your own login information – not a training ID – and utilizing recent transactions for this training.

During the Cardholder classes we will cover:

  • Viewing and editing transactions, including changing MoCodes/PS Account, split funding, adding documentation, and disputing
  • Creating and saving queries, including changing the default query
  • Monitoring real-time authorizations and declines
  • Referencing your default settings, such as billing address and spending limits.
  • Running reports, including the Statement of Account - PeopleSoft
  • Editing My Profile options (Email notification options, Changing passwords, Screenview controls)

During the AO/Editor classes we cover everything in the Cardholder class, plus:

  • Viewing a list of current and closed cardholder accounts (including credit limits, available balance, and default MoCode/Account)
  • View a list of who has access to PaymentNet and what that level of access is

 

Reviewed 2014-05-01.