eProcurement Training Information

 

eProcurement Roles - Requester/Receiver and Approver

This section includes information on gaining access for PeopleSoft eProcurement. Information differs based on whether your department is affiliated with Campus/System/Extension or with University of Missouri Healthcare. Refer to the table below for specifics related to training requirements and tools, as well as security forms for obtaining access.

 

Step 1.  Obtaining Access

Access is granted following the submission of a signed eProcurement Security Form. The form may be submitted before or after training, though we recommend submitting prior to training, so that users have the access they need once training is complete. Forms differ based on business unit and should be submitted to the Trainer.

	Campus*/System/Extension		MUHC
Requester Access	eProcurement Security Form** See Ship To Code directory below this table for completion.		eProcurement Security Form (HOSPT & Clinic Specific)
Approver Access	eProcurement Security Form **		Contact Val-Rae Solomon via email
Submit Form to Trainer	Krista S Young, 816-235-6299		Tim Robertson, 573-884-6831
	*Including School of Medicine/Nursing **Form Instructions

 

Ship To Codes - Current directory of Active Ship To Codes.

 

Step 2.  Training Materials

Procurement provides a variety of training methods and tools for the eProcurement process. These various offerings are available to meet the varied needs, interests, and learning preferences of potential users.

On-Line Tutorials – Available 24/7, these tutorials will walk you through steps of each process. We recommend the “Try It” option which provides step by step instructions as you navigate through the process. You may drill through the entire eProcurement process, or view only the topics needed for review and understanding. You will be prompted for your SSO ID/Password for access to view the tutorials and manuals.

Instructor-Led (ILT) Classes – These are one to two hour long hands-on training sessions led by an instructor.

Written Materials – These are available for each role and can provide additional assistance once you’ve been through the tutorials or attended an instructor-led class. Available are Training Manuals (with complete details and screenshots) as well as Quick Reference Guides (simple list of steps).

	Campus*/System/Extension		MUHC
Requestor Training	Instructor-Led Training is not required to gain access to eProcurement, and users may opt to use the on-line tutorials instead. We would, however, like to encourage those who can conveniently attend an ILT class to do so, especially those who will be frequent users.		Instructor-Led Training is required. Other tools may be utilized once ILT has been completed
Approver Training	Tutorial-based only.		Tutorial-based only.
Training Registration	See Training Calendar for schedule of Instructor-Led Classes		Contact Trainer for one-on-one appointment.
Training Materials	Click for Campus Materials		Click for MUHC Materials
Trainer Info	Krista S Young, 816-235-6299		Tim Robertson, 573-884-6831
	*Including School of Medicine/Nursing

 

PeopleSoft Chartfield String Information - Includes a MoCode guide and comprehensive list of PS Accounts

FSTRN Database - For Campus+ Instructor-Led Classes ONLY

 

Show Me Shop Shopper Only Role

Shopper Only is a purchasing role which allows users to go directly to the Show Me Shop website to browse or select items from both hosted and punch-out vendors. The role allows users to create carts in Show Me Shop, like a PeopleSoft Requester can, but bypasses the use of PeopleSoft.

Shoppers take their completed carts and assign them to another individual in the department who has the PeopleSoft Requester role. That requester then completes the process by logging into PeopleSoft, going to Show Me Shop and retrieving the cart created by the Shopper. The requisition can be edited for content and/or funding and is then submitted, approved, and processed just as any other catalog requisition would be. Automated email notifications have been activated so that the requester receives notification when a cart has been assigned, and the Shopper receives notification when the cart has been picked up.

This role may be utilized by individuals who simply need to “shop” by creating a cart (and who do not need to change funding or create non-catalog requisitions); or by departments that wish to provide an additional layer of approval, as the requester step may be viewed as an initial “approver” who can edit cart content prior to submission for final approval. This role is also available to those who do not have an HR appointment with University of Missouri (and would not be able to access PeopleSoft).

Important Points

• An individual can have either the Shopper role OR the PeopleSoft Requester role assigned to them. A single user cannot have both roles.
• The Shopper option is not available for those who need to approve requisitions.
• Each shopper must be linked to at least one PeopleSoft requester who can complete the requisition process.
• Shoppers do not have the ability to create requisitions in PeopleSoft.
• The Show-Me Shop URL requires a separate UserID/Password and does not utilize the SSO/Pawprint ID and password.
• Existing requesters may switch to the shopper role by completing the request for access below. Their PeopleSoft Requester access will be replaced with Shopper access (an ePro security form is not required).

Instructions for completing the Shopper Access form are below. The form may be completed by individuals designated by their departments. We recommend copying at least one other individual (shopper, requester, and/or approver, depending on who completes the form). Please check with your department for any specific notification requirements regarding this access (such as Fiscal Officer).

Show-Me Shopper Only Access Form

Once the request has been processed, the shopper and linked requester(s) will receive an email confirmation that includes UserID, password, and direct Show Me Shop link.

Training Materials
On-line Tutorial-UNDER CONSTRUCTION Available 24/7, this tutorial will walk users through the process of finding items and adding to carts (including a review of hosted vs punch-out vendors), the use of favorites, updating/removing items from a cart, and assigning the cart to a requester.

Instructor-Led Webinars – View schedule and register for webinars on the Training Calendar

Written Materials – These are available as a Training Manual (with complete details and screenshots) as well as a Quick Reference Guide (simple list of steps). The Show Me Shop materials are written both for Shoppers and for Requesters who are utilizing Show Me Shop for catalog requisitions.

NOTE:The instructor-led training is not required to gain access as a Shopper, and users may opt to view the tutorial (when published) or written materials instead.
Click here to access Training Materials (You will be prompted to enter ID/Password for access)

Training Contact: Krista S Young, 816-235-6299

Reviewed 2012-08-01.