opener

Training - UM System

Please make note of the Location (in the Our Booking Policy window) as well as Date and Time, as training for all campuses is centrally located on this page.

To register for a class, click on the class title.  Select the month and date to see what time a class is offered. Click on the time to register for that class.  Enter your First & Last name, your Email address, your Department Name, and your campus Phone Number.  Click Continue. Confirm the information and click Book My  Class.  You will receive an email confirmation and notification of your registration will automatically be sent to the instructor.  Your instructor will email a class reminder with additional information one to two days prior to the scheduled class.

*IMPORTANT NOTES:

*Registration for classes is required. If there are no registrants for a class, it will be canceled. If a small number of users have registered, hands-on classes may be switched to webinar classes.  If a class is full, it will no longer be displayed on the calendar. 

*The current calendar software is coded as “unsecure content”.  If you do not see Supply Chain Operations with a list of All Classes below, then you will need to update your browser settings to  “view mixed content”.  Finance Support (on left sidebar) or your local helpdesk can assist with changing that browser setting if needed.

*As you move from month to month, be sure to click on the date for that month to view the time for that day.  The page will occasionally hold the time from the previous month until the date is clicked to refresh the calendar.

Click Here for eProcurment Training Materials

Click Here for PaymentNet 4 Training Materials

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 Cardholders

This class is designed for cardholders who need to reconcile their own transactions using PaymentNet. Topics will include:

  • 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 (billing address/phone, spending limits, real-time available credit).
  • Running reports, including the Statement of Account - PeopleSoft
  • Editing My Profile options (Email notification, changing passwords, and screen view controls to customize the transaction list)

This course is required for cardholders who need to edit their own transactions.  Cardholder Edit level 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 (or requesting that the Cardholder Edit role be granted).

 

PaymentNet for Existing AO/Editors

This is an interactive webinar reviewing PaymentNet 4 for existing Approving Officials and Editors.  

During this webinar 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
  • Running reports, including the Statement of Account – PeopleSoft
  • Editing My Profile options (Email notifications, Changing passwords, Screenview controls to customize page organization)
  • Viewing a list of current and closed cardholder accounts (including card types, credit limits, real-time available credit, and default MoCode/Account)
  • View a list of who has access to PaymentNet and what level of access is assigned

Please note this course is for existing AO/Editors only.  Approving Officials and Editors new to using PaymentNet will be trained in a one-on-one setting with their live departmental transactions following submission of the UM Pcard AO/Editor Access Form through Outlook.

Reviewed 2016-05-11.

Finance Support Center
  • Finance Support Center
  • Finance Support email
  • Hospital and Clinics: 884-1234
  • Missouri S&T Campus: 341-4266 or 877-752-1117 (after hrs)
  • UMKC Campus: 235-1371
  • UMSL Campus: 516-5366
  • UMSYS, UOEXT, MU Campuses: 882-3201
  • Toll Free All Campuses: 877-752-3334
  • Finance Support Center may be unavailable Mondays from 2:30-3:30pm for staff meeting.