eProcurement Access & Training

• Requester/Receivers allows PeopleSoft users to create both non-catalog and catalog (Show-Me Shop) requisitions and place orders from the hospital warehouse through 'Item Master' (where applicable). They can also use 'Manage Requisitions' to quickly check on the status of their requisitions and enter receivers on purchase orders.
• Approvers review and approve requisitions as part of the University’s purchasing workflow.

Campus users are not required to complete instructor-led training before receiving access, though training resources are available. MU Health Care users must complete required training before access is granted.

Existing Requesters may request conversion to the Shopper-Only role, which removes their PeopleSoft Requester access.

The Shopper-Only role allows users to access Show Me Shop directly to browse supplier catalogs and create shopping carts without using PeopleSoft. Departments may use this role for individuals who only need to shop and create carts, for workflows that require an additional review step before submission or for users who are not eligible for PeopleSoft access because they do not have a University HR appointment.

Each Shopper must be linked to at least one PeopleSoft Requester who can complete the requisition process. Shopper-Only users cannot create or submit requisitions in PeopleSoft. After a Shopper creates a cart, they assign it to a department Requester. The Requester retrieves the cart in Show Me Shop, updates funding or item details if needed and submits the requisition through the standard approval process. Automated email notifications alert both users when carts are assigned and retrieved.

Users may be assigned either the Shopper-Only role or the PeopleSoft Requester role, but not both. Finance Information Systems periodically reviews Shopper-Only accounts and may deactivate accounts that remain inactive for two years. Departments may request access again if needed in the future.

Department users are granted access through the PeopleSoft Access Request System (PARS), which is part of the security module within PeopleSoft. 

The department’s fiscal officer should contact their local accounting office. Accounting will create and submit a PARS request for the needed access. The request will be sent electronically to the PARS approver based on the role requested. After the PARS approver gives approval and the role is added, the new eProcurement requester will receive an email notification.

The access request can be submitted before or after training. However, we recommend submitting it before training so users will have access as soon as training is complete.

Contacting Local Accounting Office

*"Campus" includes the MU Schools of Medicine and Nursing.

PeopleSoft Requester access is granted after a signed eProcurement Security Form is submitted and required training is completed. The form can be submitted before or after training. New Requesters will receive an email once their access is set up.

Requester Access

1. Complete the eProcurement Security Form (Excel) (HOSPT business unit and clinic specific)
   • Instruction are included on the second tab of the form.
   • Refer to the Ship To & Location Codes for a full list of active codes.
2. Submit form via email to training instructor Krista S. Young ((816) 235-6299).

Departments can request Shopper-Only access through the Shopper Only eForm in the myForms WorkCenter in PeopleSoft (PeopleSoft Financials > NavBar > myForms WorkCenter > Departmental tab > Purchasing forms). The department’s designated primary Requester should submit the form for new Shopper-Only users. If another user submits the form, the request will first route to the primary Requester for review before Finance Information Systems processes the request.

After approval, the Shopper-Only user receives an email with registration instructions and training resources. The system sends weekly reminder emails until the registration process is complete. The department’s primary Requester may also be included on these reminders if deemed necessary.

Available Forms

• Add a Shopper Form:  Request access for one or more new Shopper-Only users
• Update a Shopper Form:  Make changes to an existing form prior to approval
• View a Shopper Form:  View the status or workflow of an existing form

Finance Information Systems and UM Procurement offer several ways to learn the eProcurement process. These options are designed to fit different needs and learning styles.

• Written materials: Guides are available for each role (Requester/Receiver and Approver) and can be accessed anytime. You can read them online or download them as PDFs to use offline.
• Instructor-led training: These live, interactive classes are held on Zoom. Each session lasts about 90 minutes and is offered every two weeks.
• Video materials: On-demand videos for eProcurement Requesters are available in the eProcurement & Show-Me Shop learning channel in Percipio. We recommend starting with the series guide on the "Read" page to get familiar with the channel.

Training Details

• Requester training: Instructor-led training is not required to get access to eProcurement. Users can choose to learn using written guides or videos instead. New users should pick the option that works best for their learning style.
  • We encourage users who will use eProcurement often, or who plan to be “power users,” to consider instructor-led classes.
• Approver training: Available in written and video-based training only.
• Materials: See Finance Trainings & Guides to access eProcurement training guides.
• Registration: View the schedule of instructor-led training and register via Percipio. 
• Training instructor: Krista S. Young (816) 235-6299

Additional Resources

Visit the PeopleSoft Financials page for PeopleSoft chartfield string information, including a MoCode guide and comprehensive list of PS Accounts. 

Supply Chain offers several training options and tools to support the eProcurement process. These options are designed to meet different needs and learning styles.

• Instructor-led training: These hands-on sessions are led by an instructor and last one to two hours. 
• Written materials: Guides are available for each role and can be used for reference after training. Options include include detailed training manuals with in-depth instructions and screenshots, as well as simple step-by-step quick reference guides. 

Training Details

• Requester training: Instructor-led training is required.
• Approver training: Available as tutorial-based training only. 
• Registration: View the schedule of instructor-led training for MUHC users and register via Percipio. 
• Materials: See the "MU Health Care" section of Finance Trainings & Guides for a list of resources. 
• Training instructor: Krista S. Young (816) 235-6299

MU Health Care Requestor Resources

• Item Search (PDF) explains using the Item Search Page
• Customizing PS (PDF) covers how to customize PeopleSoft Options, including adding an Item Search tile
• Category (Excel) contains a list of categories; use Ctrl-F to search for Non-Catalog category fields
• Supplier (Excel) contains a list Supplier ID's used on MUHC purchase orders in last 5-6 years. Use Ctrl-F to search for supplier name
• Item Returns (PDF) explains how to return purchases made through ePro as Item Master, Non-Catalog or Show Me Shop

Visit the PeopleSoft Financials page for PeopleSoft chartfield string information, including a MoCode guide and comprehensive list of PS Accounts. 

See Finance Trainings & Guides to access eProcurement training guides which cover both Requester and Shopper-Only roles.