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eProcurement Training for Campus

A campus/system/extension employee can be a PeopleSoft eProcurement Requester who creates requisitions, a PeopleSoft eProcurement Approver who approves requisitions, or a Show-Me Shop Shopper Only user who only creates shopping carts. 

Step 1:  Obtaining eProcurement Access as a campus/system/extension user

PeopleSoft Requester 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. Security Forms should be submitted to the Trainer.  Once submitted to the Security office, turnaround may take up to ten (10) business days for processing.  New Requesters will be notified directly by email when access is complete.

 

Campus*/System/Extension

Requester Access

eProcurement Security Form v9.2
See Ship To Code directory below this table for completion.

Submit Form to Trainer

Krista S Young, 816-235-6299

 

Including School of Medicine/Nursing
 

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

Step 2:  Training Options and 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

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.

Approver Training

Tutorial-based only.

Training Registration

See Training Calendar for schedule of Instructor-Led Classes

Training Materials

Click for Campus Materials

Trainer Info

Krista S Young, 816-235-6299

 

*Including School of Medicine/Nursing

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

FSTRN Database - For Instructor-Led Classes ONLY

Reviewed 2017-08-29.

Finance Support Center
  • Finance Support Center
  • Finance Support email
  • MU Health Care:
    884-1234
  • Missouri S&T Campus:
    341-4266 or 877-752-1117 (after hrs)
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