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Note: Due to the current situation, not all P2P videos in the P2P Self Help and Training sections contain closed captioning.  The website will be updated to include the enhanced closed captioning videos as soon as we are able.  

 

 

Requisition Support Tools

 

Quick Reference Guides

 

P2P Change Order Reference Guide

P2P -Change Requisition Requester

P2P Requisition Reference Guide

P2P Create Return Reference Guide

P2P Marketplace Reference Guide

 

Tips and Tricks

 

Adding Favorite Suppliers Spend Categories and Worktags (FAOs)

Canceling or Editing a Draft or In Progress Requisition or SIR

Tips & Tricks – Commodity Selection

Tips-Tricks-Creating-a-Marketplace-Order

Creating and Using Requisition Templates

How to tell which ACM is working on your requisition

How-to-tell-if-your-PO-was-sent-112019

Looking up order detail information on Requisitions and Purchase Orders

Looking for Shipment Notification on Orders

Visibility to Capital Requisitions 

 

Videos

 

Assigning a Cart in the Marketplace

Cancelling a Draft Requisition 

Connecting to the Marketplace and Checking for Notifications

Create a Marketplace Requisition

Create a Multi-Company Non-Catalog Requisition

Create a Non-Catalog Requisition

Create a Requisition from a Prior Non-Catalog Requisition

Creating a Worktag Template

Edit Requisition Template

How to Cancel a Draft Requisition That Has No Number

How to tell which ACM is working on your requisition in Purchasing

Ordering the same Marketplace Items and Charging Some to Different Companies

Using a Requisition Worktag Template

 

Supplier Invoice Request (SIR) Support Tools

 

Quick Reference Guides

 

P2P Create Supplier Request Reference Guide

P2P Foreign-EFT Reference Guide

P2P Grant Subcontract Reference Guide

P2P Study Participant Payment Reference Guide

P2P Supplier Invoice Request (SIR) Reference Guide

 

Tips and Tricks

 

Canceling or Editing a Draft or In Progress Requisition or SIR

How to preview a supplier record (before you create your SIR)

Supplier-Invoice-Requests-SIRs

 

Videos

 

Create a Supplier Invoice Request (SIR) Video

 

Approver P2P Support Tools

 

Quick Reference Guides

 

P2P Approver Quick Reference Card

P2P Approval Reference Guide for Reqs, Change Orders and SIRs

P2P Delegation Instructions Quick Reference Card

P2P Mobile App QRC

 

Tips and Tricks

 

Financial Hierarchy 092019

Viewing Requisition Line Split Details via Mobile Device

 

Videos

 

Approver Video

My Delegations

 

 

Invoice Match Exception Support Tools

 

Quick Reference Guides

 

Tips and Tricks

Creating Receipts

How to tell if an invoice has been paid.

How to Determine Which Invoices Still Need Receipts on a PO.

Understanding the Match Exception Worklet

 

Videos

 

Purchase Order Support Tools

 

Quick Reference Guides

P2P Create Receipt Reference Guide

 

Tips and Tricks

Creating Receipts

Editing a Receipt

 

Videos

Creating Change Orders

Creating a Receipt

 

 

 Receiving Support Tools

 

Quick Reference Guides

P2P Create Receipt Reference Guide

P2P Invoice from Receipt Reference Guide

 

Tips and Tricks

 

Creating Receipts

Editing a Receipt

How to Determine Which Invoices Still Need Receipts on a PO.

 

Videos

Creating a Receipt

 

Reporting Support Tools

 

Quick Reference Guides

 

P2P Reporting and Analytics Guide

 

Tips and Tricks

 

How to view your PO accounting details

Monthly FAO Reconciliation

 

Videos

 

Changing the Reports on Your Dashboard

Find Tasks and Reports from Your Homepage

 

General P2P Support Tools

Quick Reference Guides

 

P2P Introduction to UR Procurement QRC

P2P Find Supplier Reference Guide

 

General Documents

 

Buying and Paying Guide – Version 11 06232020

Tips & Tricks – Commodity Selection

Financial Hierarchy 092019

How To Complete the P2P Training

P2P Change User Preferences

P2P Definitions

P2P Commodity Levels

P2P Obtaining PO Information in a printable format

UR Full List of Shipping Addresses 2019-10-25

Walkme browser extension installation steps for Safari (Mac_Apple)

Walkme Browser extension installation steps for Edge Chrome Firefox (PC)

Walkme Browser extension installation steps

What to do when someone leaves your department

 

Tips and Tricks

COVID 19 Worktag

How to view a list of available spend categories

How to search effectively in Workday

Managing Purchase Order Expiration Dates in P2P

Selecting-Ship-To-Address 2020R1

Using the Activity Stream for collaborating on procurement transactions

Walkme Tips & Tricks

 

Videos

 

Finding and Filling out a UR Procurement Security Form

My Delegations

 

Questionnaire Forms

SAMPLE_Removed from service letter

Captial Requisition Data Sheet 1-10-20 MFG Capital Depreciation Form

Captial Requisition Data Sheet 1-10-20