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Prior to obtaining access to the Procure to Pay system (UR Procurement), you will need to complete required training in MyPath.  There are two training curriculum available and they are based on a role (Initiator: Creating requisitions and check requests (SIR);  Approver:  Approving requisitions and check requests (SIR) in UR Procurement.

Below is detailed information on the required training curriculum in MyPath.

 

Required Training:

 

MyPath Training Curriculum

To take the training, log into MyPath and type “P2P Curriculum” in the search bar. You will then see the two options below to select from.  Select the training based on what your role will be.

 

P2P: Introduction to UR Procurement for Initiators

Welcome to Introduction to UR Procurement. The five modules provide an overview of buying and paying at the University of Rochester, the procure to pay (P2P) process and the UR Procurement system (Workday). Each module (see below) will take approximately 15-20 minutes to complete.

  • Buying and Paying Guide Overview
  • P2P: UR Procurement Basic Navigation – Equivalency for this module would be completion of UR Financials eLearning Curriculum (module & test)
  • P2P: Create Requisition Overview
  • P2P: Marketplace Overview
  • P2P: Supplier Invoice Request (SIR) Overview

 

P2P: Introduction to UR Procurement for Approvers

Welcome to Introduction to UR Procurement for Approvers. These modules provide an overview of buying and paying at the University of Rochester, the procure to pay process and the UR Procurement system (Workday). They explain how to view and act upon transactions waiting for your approval and share how to access detailed reference guides to assist with the process. Each module will take approximately 15-20 minutes to complete.

  • P2P: UR Procurement Basic Navigation – Equivalency for this module would be completion of UR Financials eLearning Curriculum (module & test)
  • P2P: UR Procurement Approver Overview

 

 

Optional Training:

 

P2P Instructor Led Training

Prior to registering and attending a P2P Instructor led session, you will need to complete required training in MyPath based on your role in UR Procurement.  :

NOTE:  As of Monday, June 8, a P2P Trainer will not be available for live instructor led training sessions and alternatives are being identified.  In the interim, recorded instructor led sessions will be available and have been posted on this site.

 

P2P: UR Procurement Create Requisition (312 Requisition)  

P2P: UR Procurement Create Requisition (312 Requisition) Class – This training provides an overview of the procure to pay (P2P) process and the UR Procurement system (Workday). Get hands-on practice entering requisitions for goods and services.

Live Instructor Led Training sessions are temporarily not available.   Please see recorded sessions below.

 

P2P Introduction and Overview

 

Non-Catalog Requisition Overview

 

Creating a Non-Catalog Requisition

 

P2P: UR Procurement Marketplace (SOLO) Class

P2P: UR Procurement Create Marketplace (SOLO) Requisition Class – This training provides an overview of the procure to pay (P2P) process and the UR Procurement system (Workday). Get hands-on practice entering requisitions for goods in the Marketplace (previously SOLO).

 

Live Instructor Led Training sessions are temporarily not available.   Please see recorded sessions below.

 

P2P Introduction and Overview

 

Creating a Marketplace Requisition

 

P2P:  UR Procurement Supplier Invoice Request (F4 Payment Request Form) Class

This training provides an overview of the Supplier Invoice Request (SIR) process in the UR Procurement system (Workday). Get hands-on practice entering SIRs.

Live Instructor Led Training sessions are temporarily not available.   Please see recorded sessions below.

 

P2P Introduction and Overview

 

Creating a Supplier Invoice Request 

 

MyPath P2P Advanced Class Training

Advanced P2P on-demand training classes are available in MyPath.  The Create Receipt and Match Exception Overview class is required for everyone who is in the “Initiator” role.  This should be completed after you are live in UR Procurement.

The Reporting and Analytics Class is optional.  You can find these classes in MyPath by entering “P2P Advanced” in the search bar.  Each module will take approximately 15-20 minutes to complete

 

P2P Advanced:  Create Receipt and Match Exception Overview – Required for Initiators

This module provides an overview of the match exception process in UR Procurement, the University of Rochester’s procurement and payment system. After completing this module, you will be able to review and resolve invoice match exceptions.

 

P2P Advanced: Reporting and Analytics Overview – Optional

The University of Rochester has several methods for making purchases (buying) and payments (paying). This module provides an overview of the reporting tools available in UR Procurement, the University of Rochester’s procurement and payment system. After completing this module, you will be able to run, view and export reports.

 

 

P2P UR Procurement Workshops 

These workshops are intended for hands on experience for users that are live in P2P.  In these sessions you can meet with the Procure to Pay Team to address any questions (i.e. Resolving Invoice Match Exceptions, How to Transition your Blanket Order to P2P, How to Run Reports, etc.) or issues you may be experiencing.

Upcoming Sessions:

    

A P2P Trainer is currently not available and alternative options will be posted to this site by mid-June.

 

Questions?

Any questions regarding P2P Training can be directed to the Procure to Pay Service Center at:

Service Desk:         service.rochester.edu/procurement

Email:                      Procurement_Service_Center@rochester.edu

Phone:                    275-2012