Administration & Finance

menu
A&F Services    my CalPoly login

Procure to Pay

CSUBUY P2P Resources

CSUBUY P2P Trainings

Foundational Skills for Requesters and Shoppers

Focus Areas: Navigating the platform, setting up defaults, favorites, and utilizing system features for efficiency.


Advanced Skills for Requesters and Shoppers

Focus Areas: Advanced system functionalities, adding line items, ITS and furniture waivers, requisition returns, and supplier support.


DOA Approvers/Approver Roles

Focus Areas: Profile setup basics, DOA & Approver-specific functions, modifying DOA structures, forwarding approvals, and managing approvals during absences.


CSUBUY Live Learning Lessons 8.16.24

New Topics Covered: IT Software Form & Suppliers with Affiliated Entities

CSUBUY Live Learning Lessons 8.23.24

New Topics Covered: IT Software Wavier & How to Return a Voucher


CSUBUY Live Learning Lessons 10.11.24

New Topics Covered: Staples Delivery to MBP and step-by-step process of a Requisition, PO, and Voucher.

CSUBUY Live Learning Lessons 9.27.24

New Topics Covered: Chartfield String Header and Selecting County of San Luis Obispo Suppliers

CSUBUY Support Sessions

If you have questions about the CSUBUY system, need assistance, or wish to schedule a training session, we encourage you to use our CSUBUY Support Booking Link to reserve a time that suits you. Our team is here to offer live support and guidance.

During our session, we will address any queries you may have, walk through different scenarios, and explore all pertinent aspects of the system to ensure you are proficient in navigating and utilizing the CSUBUY system effectively.

Available Times for Support:

  • Monday to Wednesday: 9 AM to 11 AM
  • Thursday and Friday: 1 PM to 3 PM

We look forward to assisting you and ensuring your success with the CSUBUY system.

Book a time for CSUBUY Support

CSUBUY Live Learning Lessons

Join the CSUBUY team on Friday, from 11 a.m. to 12 p.m. for comprehensive guidance on key functionalities and processes within the CSUBUY P2P System.

Zoom Link for Live Learning Lessons

New to CSUBUY Training & Refresher Course

Designed to enhance your understanding of the CSUBUY P2P System. Both sessions will cover foundational knowledge and offer practical navigation support. Even if you’ve attended previous training, these sessions provide valuable opportunities to revisit key topics, answer questions, enhance navigation efficiency, review supplier registration, and explore additional learning opportunities.

Foundational Skills for Requesters and Shoppers

Date: Friday, April 4th from 9:00 a.m. to 11:00 a.m.

Focus Areas:

  • Setting up defaults, favorites, utilizing system features for efficiency, and navigating the platform.

Zoom Link: https://calpoly.zoom.us/j/88988059063

Supplier Management

Date: Friday, April 4th from 2:00 p.m. to 4:00 p.m.

Focus Areas:

  • Searching for a supplier and identifying their status
  • How to re-invite or extend a supplier to the Cal Poly campus
  • How to support suppliers with uploading invoices

Zoom Link: https://calpoly.zoom.us/j/84383663394

Advanced Skills for Requesters and Shoppers (Shopping and Waivers)

Date: Monday, April 7th from 9:00 a.m. to 10:30 a.m.

Focus Areas:

  • Advanced system functionalities
  • Shopping using a form or catalog
  • ITS and furniture waivers

Zoom Link: https://calpoly.zoom.us/j/85751083138

Advanced Skills for Requesters and Shoppers (Check-out and Cart Functionalities)

Date: Tuesday, April 8th from 8:30 a.m. to 10:00 a.m.

Focus Areas:

  • Advanced system functionalities
  • Check-out Proceess (How to Split/Copy Chartfield Strings)
  • How to Add Line Items

Zoom Link: https://calpoly.zoom.us/j/86006130484

Advanced Skills for Requesters and Shoppers (Voucher Payments and Approvals)

Date: Wednesday, April 9th from 3:00 p.m. to 4:30 p.m.

Focus Areas:

  • Advanced system functionalities
  • Receiving (Creating a Receipt or Voucher Approval)
  • Voucher/Invoice Processing and Payment
  • Substituting Approvers for Receiving Duties

Zoom Link: https://calpoly.zoom.us/j/83530993963

Advanced Skills for Requesters and Shoppers (PO Change Requests & System Updates)

Date: Friday, April 11th from 1:00 p.m. to 2:30 p.m.

Focus Areas:

  • Advanced system functionalities
  • How to add a line item for a PO Change Request
  • New system functionalities
  • Updates to webpages & resources

Zoom Link: https://calpoly.zoom.us/j/83121035424

DOA Approver/Approver Roles

Date: Monday, April 14th from 10:00 a.m. to 12:00 p.m.

Focus Areas:

  • Profile setup basics
  • Approver-specific functions
  • Modifying DOA structures
  • Forwarding approvals
  • Managing approvals during absences

Zoom Link: https://calpoly.zoom.us/j/83969834474

How to Use CSUBUY P2P

CSUBUY P2P

CSUBUY P2P FAQ

  • I don’t have access to CSUBUY P2P

    You may not have a role yet in P2P. At go-live any existing PeopleSoft requisitioners were given the new Requester role in CSUBUY P2P. If you were designated on the DOA, you received the new DOA Approver role. If you have a shopper or requester role in the CSUBUY marketplace those are separate and not connected to the new P2P system. The new P2P system uses CFS roles. Please request new access through the CFS Security Request Form. Students are not able to have a role in P2P at this time. They can be a shopper in the ProCard marketplace.

  • Where do I send a CSUBUY invoice I received in my department?

    Email the digital invoice to csubuy-payment@calpoly.edu. Payment Services will create a voucher from the invoice. If receiving is required for your invoice, the PO owner will receive the notification that a voucher either needs a receipt for goods or to approve the voucher for services.

Contact

If you have any questions about the CSUBUY project, please contact CSUBUY project team at csubuy@calpoly.edu