iShopUTRGV Resources
New Resources
Other Resources
- UTRGV Procurement Training Sharepoint (Login Required)
- Account Code to E-Type Crosswalk (Login Required)
- PeopleSoft Chartfield Conversion Navigation (Login Required)
Login to my.utrgv.edu and click on the "Peoplesoft" icon. Once in Peoplesoft, you will see the iShopUTRGV tile.
Videos
General
- How to - Access BlackBoard Trainings[guide]
- How to - Access iShopUTRGV [guide]
- 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]
- 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]
- 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] (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
- How to - Run the Encumbrance Report [guide]
- How to - Close/Disenbumer a PO [guide]
- How to - Cancel a line on a PO [guide]
- How to - Change the Account Code on a PO [guide]
- How to - Modify a PO Line [guide]
- How to - Change a Cost Center or Project Number on a PO [guide]
- How to - Verify the PO Change in PeopleSoft [guide]
iShopUTRGV Roles
Roles are designed to provide different responsibilities to users in iShopUTRGV. All active employees are assigned a "Shopper" role, allowing users to create orders in the system. All other roles are assigned to users depending on their department responsibilities. The addition of user roles is reviewed on a case by case basis and, if approved, requires annual training to ensure the user is aware of current policies and procedures.
- Shopper
- Requestor
- Reconciler
- Approver
- Supervisor Approver
- Special Approver
- Credit Card Reconciler
- TCM Contract Requestor
- TCM Contract Approver
Procurement Office Policies and Procedures
This training session will review in detail the Purchasing Policies and Procedures. This session is recommended for all employees. To access training on BlackBoard, please enroll in the " Procurement Office."
iShopUTRGV Change Request Training
This training session will review in detail how to make changes or updates to a Purchase Order. This session is recommended for the Cost Center/Project Reconciler or the Departmental Buyer. Note, the Procurement Office Policies and Procedures Course is a prerequisite to this course. To access training on BlackBoard, please enroll in the "Procurement Office."
Travel Training
This training session will review in detail the current policies and procedures for university travel and includes hands-on exercises. This session is recommended for users who will be traveling and their support staff. To sign up for this session, please register at www.utrgv.edu/training