Procurement and
RU Marketplace Training

Training Material
P2P 100 Procurement Basic Training Material
P2P 200 Requestor Basic Training Material
P2P 201.1 Review Procurement Policy and Procedures Training Material
P2P 201.2 How to Select and Complete a Marketplace Form Training Material
P2P 201.3 Understanding Procurement Forms Training Material
P2P 201.4 Completing a Cart Training Material
P2P 202 Contracts Training Material
P2P 203 Accounts Payable Invoice Management and Payment Training Material
P2P 204 PaymentWorks Training Material
P2P 205 Change Order Training Material
P2P 300 Approver Training Material
Getting Started
JOB AID: Adding a Rutgers Address to your Marketplace Profile
JOB AID: Creating your Profile and Settings Notifications in Marketplace
JOB AID: Finding Information for Procurement
JOB AID: Finding University Wide Contract Suppliers
SLIDES: Requestor Basics
JOB AID: Approving and Forwarding an Invoice
JOB AID: Checking Invoice Status
JOB AID: Role Definitions
JOB AID: Vacation Rule for Approvers
SLIDES: Approver Process and Responsibilities
SLIDES: Invoice Approval Process - Invoices over 1,000,000
SLIDES: Installing and Using the Jaggaer Mobile App
FLOW CHART: Which Form Should I Use?
TABLE: Required Supporting Documents for Service Requests
TABLE: Required Supporting Documents for Requisitions
JOB AID: Adding an Ad Hoc Address Guide
JOB AID: Adding a Comment To a Document
JOB AID: Adding Lines to a Requisition
JOB AID: Allocating Shipping Costs
JOB AID: Attaching a Contract to a Requisition
JOB AID: Best Practices for Protecting Secure Information
JOB AID: Changing the Supplier Distribution Address on a Requisition
JOB AID: Checking Requisition Status
JOB AID: Creating a Check Request // VIDEO: Creating a Check Request
JOB AID: Creating a Goods Request // VIDEO: Creating a Goods Request
JOB AID: Creating a Non-PO Upload
JOB AID: Creating a Pre-Payment
JOB AID: Creating a Quick Order // VIDEO: Creating a Quick Order
JOB AID: Creating a Service Request // VIDEO: Creating a Service Request
JOB AID: Utilizing Accounting Code Splits
JOB AID: Why did my Cart Fail?
SLIDES: Change Order Management
JOB AID: Creating a Change Order for Punchout Suppliers
JOB AID: Creating a Change Order when the Supplier is Inactive
JOB AID: Creating a PO Line Close/Cancel
JOB AID: Creating a PO Line Modification
JOB AID: Searching Commodity Codes
LIST: Commodity Codes with Corresponding Forms
JOB AID: Approving an IPO Requisition
JOB AID: Buying on the IP&O Essential Supplies Punchout
JOB AID: Creating an IPO-Based Invoice
JOB AID: Finding an IPO Supplier and Completing a Requisition
JOB AID: Requesting the Creation of a New IPO
JOB AID: Why did my IPO Cart Fail?
JOB AID: Electronic Invoicing and Payment Methods
JOB AID: Inviting a New Supplier and Checking Onboarding Status
JOB AID: Paymentworks Invitation Email to Supplier
JOB AID: Searching for a Supplier
TABLE: PaymentWorks FAQ
SLIDES: PaymentWorks Basics
CHART: Medical and Research Suppliers Reference Matrix
CHART: When to use a Service Request Form for Punchout Suppliers
JOB AID: Paying an Invoice Without Duplicating an Order Punchouts
JOB AID: Creating a Change Order for Punchout Suppliers
JOB AID: Using a Punchout Supplier and Assigning a Cart For Shoppers
JOB AID: Why was my Requisition Rejected/Returned - Temp Staffing
Punchout Suppliers
Special Process Suppliers
- Gift Cards
  - JOB AID: Buying a Gift Card through PerfectGift
  - JOB AID: Ordering a Gift Card through Giftogram
- RICOH
  - JOB AID: Ricoh Step by Step PO Set up and Funding Instructions
JOB AID: Accessing the Approval Queue and List of Approved Requisitions
JOB AID: Creating a Pre-Payment
JOB AID: Creating a Wire Transfer
JOB AID: Paying an Invoice Without Duplicating an Order
JOB AID: Sending a Rutgers PO via Email when Distribution Fails
JOB AID: Creating a New Export Template
JOB AID: Finding your Past Orders
JOB AID: Searching for Documents in Marketplace
JOB AID: Using a Punchout Supplier and Assigning a Cart For Shoppers
JOB AID: Request a Sourcing Event in Sourcing Director