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CSUBUY P2P Resources

Visit the New CSUBUY P2P Training and Resources SharePoint Site

We’re excited to share the new centralized location for all CSUBUY P2P training materials and support tools!

Visit the CSUBUY P2P Training and Resources SharePoint site to access the most up-to-date guides, instructional videos, quick reference tools, and system resources, all in one place.

Whether you're new to the system or need a refresher, this site is designed to support you every step of the way.

CSUBUY P2P Training and Resources SharePoint Site

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.

DOA Approver & Approver Roles Training

Monday, August 25th | 🕑 9:00 AM – 11:00 AM

Join Zoom Meeting: https://calpoly.zoom.us/j/89648367774

Focus Areas:

  • Profile setup basics
  • Supplier Support
  • Approving processes
  • Modifying DOA structures
  • Forwarding approvals & assigning substitutes

Foundational Skills for Requesters & Shoppers

Monday, August 25th | 🕑 1:00 PM – 3:00 PM

Join Zoom Meeting: https://calpoly.zoom.us/j/82810980353

Focus Areas:

  • Setting up your user profile
  • Navigating the platform
  • Creating requisitions using forms & catalog punchouts
  • Understanding receiving processes

Advanced Skills for Requesters & Shoppers – Shopping & Waivers

Tuesday, August 26th | 🕙 3:00 PM – 4:30 PM

Join Zoom Meeting: https://calpoly.zoom.us/j/86373449451

Focus Areas:

  • Advanced system functionalities
  • Shopping using forms & catalogs
  • ITS & Furniture Waivers (Paying with a ProCard)

Supplier Management

Wednesday, August 27th | 🕑 9:30 AM – 11:00 AM

Join Zoom Meeting: https://calpoly.zoom.us/j/88907652684

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

Advanced Skills – PO Change Requests & Chartfield String

Thursday, August 28th | 🕐 8:30 AM – 10:00 AM

Join Zoom Meeting: https://calpoly.zoom.us/j/81642873440

Focus Areas:

  • Requesters ability to add funds and line items to an existing PO through the PO Change Request Process
  • How to enter Program, Project, or Class Codes
  • New system functionalities for splitting chartfield strings

Advanced Skills for Requesters & Shoppers – Checkout & Cart Functionalities

Thursday, August 28th | 🕚 1:30 PM – 3:00 PM

Join Zoom Meeting: https://calpoly.zoom.us/j/81382029942

Focus Areas:

  • Advanced checkout processes
  • Splitting Chartfield strings
  • Adding line items (CDW-G Orders)

Advanced Skills for Requesters & Shoppers – Voucher Payments & Approvals

Friday, August 29th | 🕒 9:00 AM – 10:30 AM

Join Zoom Meeting: https://calpoly.zoom.us/j/84967563890

Focus Areas:

  • Voucher processing & payments
  • Approval workflows
  • Searching for transactions

Why Attend?

  • Enhance your CSUBUY skills – Ideal for both new and experienced users
  • Receive hands-on guidance – Ask questions and learn best practices
  • Stay up to date – Explore new system enhancements and workflows

Can't make it? No worries—recordings and training materials will be shared with all CSUBUY P2P users.

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