Quick Reference Guides & Training
NEW
- How to - Process a Prepayment/Deposit [guide] - Coming Soon
- How to - Access Knowbe4 Trainings [guide] - Coming Soon
General
- How to - Access iShopUTRGV [guide] [video]
- How to - Activate Shipping Address [guide]
- How to - Access Supplier Registration Portal [guide]
- How to - Add Comments or Attachments to a User Group [guide]
- How to - Add Comments or Attachments to a Specific User [guide]
- How to - Update Profile [guide] [video]
- How to - Verify iShop Supervisor [guide]
- How to - Change Notification Preferences [guide]
- How to - Run a Custom Report [guide]
- How to - Search for a Contract [guide]
Creating/Assigning Carts
- How to - Add Items to a Cart [guide] [video]
- How to - Add Multiple Lines to a Requisition [guide]
- How to - Assign a Cart [guide]
- How to - Check PO Distribution [guide]
- How to - Check Requisition Status [guide]
- How to - Create a New Cart [guide]
- How to - Differentiate Types of Carts [guide]
- How to - Unassign a Cart [guide]
Submitting Requisitions
- How to - Create a Blanket Purchase Order [guide]
- How to - Add/Change Accounting Codes at the Header/Line Level [guide]
- How to - Print a Purchase Order [guide]
- How to - Determine Reason for Returned Requisitions [guide]
- How to - Change Shipping Address [guide]
- How to - Change "Prepared For" [guide]
- How to - Submit a Cart [guide] [video] (Departmental Buyer Only)
Approving Requisitions
- How to - Approve a Requisition [guide]
- How to - Reject a Requisition [guide]
- How to - Return a Requisition [guide]
Change Request - [video]
- How to - Run the Encumbrance Report [guide]
- How to - Modify a PO Line - Increase/Decrease [guide]
- How to - Add a new line on a Purchase Order [guide]
- How to - Cancel a line on a Purchase Order [guide]
- How to - Change a Cost Center or Project Number on a PO [guide]
- How to - Change the Account Code on a PO [guide]
- How to - Verify the PO Change in PeopleSoft [guide]
- How to - Close/Disencumber a PO [guide]
Other Procurement Guides
- How to - Complete a Docusign New Konica Minolta Order Form (Swap) [guide]