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CSUBUY P2P Resources

CSUBUY P2P Trainings

Campus Customer (Shopper and Requester)

Approvers and DOA Approvers


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: Monday, December 9th from 2:00 p.m. to 4:00 p.m.

Focus Areas:

  • Setting up your user profile in the CSUBUY P2P system
  • Navigating the platform
  • Creating requisitions using forms or the catalog supplier punchouts
  • Understanding receiving processes for Requesters and Shoppers
  • Supplier Support

Zoom Link: https://calpoly.zoom.us/j/84669579821

Advanced Skills for Requesters and Shoppers

Date: Wednesday, December 11th from 10:00 a.m. to 12:00 p.m.

Focus Areas:

  • Advanced system functionalities
  • Adding line items
  • ITS and Furniture Waivers
  • Understanding why a Requisition is Returned
  • Supplier Support

Zoom Link: https://calpoly.zoom.us/j/84707967842

DOA Approver/Approver Roles

Date: Thursday, December 12th from 10:00 a.m. to 12:00 p.m.

Focus Areas:

  • Profile setup basics
  • Supplier Support
  • Specific functions for approvers, including:
    • Approving processes
    • Modifying DOA structures
    • Forwarding approvals
    • Substituting approvers during vacations

Zoom Link: https://calpoly.zoom.us/j/81953716767

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