eProcurement/AP

The online role-specific training courses contain individual video tutorials.  These can be watched and re-watched as individual topics when you need a refresher.  The video tutorials within each course can be accessed from the Video Homepage slide within the course, and are listed below for reference.

• Getting Started with Buy-to-Pay (20 min)
• Document Search (20 min)
   
• Shopper Essentials (20 min)
  • Transaction Types
  • Catalog & Punchout Transactions
  • Non-Catalog Items
  • Payment Request
  • Non-Employee Reimbursement
  • Preparing a Cart
  • Monitoring Approval
  • Receiving
• Requestor Essentials (45 min) - Required training for Requestors
  • Requisition Options
  • Submitting Requisitions
  • Cart Management
  • Approval Management
  • PO Process
  • Invoice Process
  • Receiving
  • Change Orders & Closing POs
• Approver Essentials (30 min) - Required training for Approvers
  • Approval Overview
  • Navigating to Approvals
  • Approval Actions
  • Approval Queue Management
  • Approval Queue Filtering
     
• Introduction to ROPPA (20 min) - Required training for Requestors and Approvers

Getting Started 

• Navigating the Buy-to-Pay Landing Page
• Profile Set-Up 
• Managing Notifications
• Creating Chart of Account Favorites
• Buy-to-Pay Roles Overview
• At a Glance - key differences between HCOM and B2P
• Buy-to-Pay Crosswalk
• Buy-to-Pay Document & Manage Searches – GRID
• Before You Buy Guidance
• Connection between Suppliers, Contracts and eProcurement
• Sponsored Guidance

Shopper

• Shopper Quick Start Guide
• Adding a Catalog Item to a Cart
• Adding a Punchout Item to a Cart
• Adding a Non-Catalog Item to a Cart
• Processing a Payment Request
• Processing a Non-Employee Reimbursement
• Creating a Multi-Line PR or NR
• Choosing a Shipping Address
• Assigning a Cart
• Adding an Asset Tag number
• Receiving

Requestors and Approvers

• Requestor Quick Start Guide
• Approver Quick Start Guide
• Checkout Process (includes steps for splitting line items across COAs)
• Combining Carts
• Adding an Ad-Hoc Approver During Checkout
• Adding an Ad-Hoc Approver During Approval Process
• Setting up a Substitute Approver
• Approving a Requisition
• Returning and Rejecting Requisitions
• Rejecting Line Items on Requisitions
• Checking Approval Status
• Amount-Based and Standing Order Guidance
• Creating a Change Order
• Receiving
• Hold for Match & Match Exceptions
• Requesting a Wire
• Processing an Invoice
• Viewing Invoice and Payment Information
• Creating Chart of Accounts Favorites on behalf of other users
• Uploading Chart of Accounts Favorites
• Zelle - Electronic Payment for Individuals

General

• Adding Chart of Account Favorites

Requisitioning

• Payment Request
• Non-Employee Reimbursement

PO Management

• Change Requests
• Closing a PO​​​​​​​
• Receiving

Approval Queue Management

• Approval Queue Filtering
• Use Document Search to save a filtered view of requisitions pending approval
• Approval Actions - shows how to assign, review, approve, return, add comments, reject, forward, add an ad hoc Approver, and place on hold

BROWN BAG RECORDINGS AND MATERIALS

• Chart of Account Favorites (26 Aug 2020) - Recording of Brown Bag that showcases additional tips and tricks, building on the basic functionality that is outlined in the CoA Favorites Quick Reference Guide. 
• Introducing the New Shopping Experience (11 Mar 2021) - Recording of a Brown Bag meeting to demo the new shopping experience coming to B2P on March 15th, and allow users to ask questions.
• Advanced Reporting Concepts (25 Mar 2021) - See the blog post that outlines these advanced training topics:
  • Pro Reporting Concepts (37 min) 
  • TCM Reporting Concepts (21 min)
• 2021 Year End B2P PowerPoint (PDF)