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.
New to CSUBUY / Refresher Training for DOA Approvers and Approval Roles
Monday, January 26th | 10:00 AM – 12:00 PM
Zoom Link: https://calpoly.zoom.us/j/87542409821
- Setting up profiles, notifications, and navigational training
- Overview of the DOA approval structure
- How to review and approve requisitions in workflow
- Focus Areas: Approving processes and actions, Modifying DOA structures, Substituting Approvers during leave.
New to CSUBUY / Refresher Training for Shoppers and Requesters (Foundational)
Monday, January 26th | 2:00 PM – 4:00 PM
Zoom Link: https://calpoly.zoom.us/j/83586615552
- Step-by-step walkthrough for new users
- Roles and responsibilities of Shoppers and Requesters
- Navigation and basic functionality
- Setting up profiles, notifications, and filters
- Focus Areas: Setting up Defaults, Favorites, and Utilizing system features for efficiencies
Advanced Skills for Shoppers and Requesters: Shopping Experience and Waiver Process
Tuesday, January 27th | 10:00 AM – 11:30 AM
Zoom Link: https://calpoly.zoom.us/j/83773916507
- Punchout supplier shopping
- Non-catalog orders- Forms when and which ones to use
- ITS and Furniture Waiver process
- Focus Areas: Advanced system functionalities, Shopping using forms & catalogs, and ITS & Furniture Waivers (Paying with a ProCard).
Advanced Skills for Shoppers and Requesters: Checkout and Cart Functionalities
Wednesday, January 28th | 10:00 AM – 11:30 AM
Zoom Link: https://calpoly.zoom.us/j/81882179897
- Adding line items
- Editing cart details and finalizing requisitions
- Amount Only/Blanket Orders
- Comments/Attachments
- Focus Areas: Advanced checkout processes, Copying Chartfield strings, and Adding line items (CDW-G Orders)
Advanced Skills for Shoppers and Requesters: PO Change Requests and Third-Party Travel (Honorarium vs. Independent Contractor)
Thursday, January 29th | 10:00 AM – 11:30 AM
Zoom Link: https://calpoly.zoom.us/j/87651299321
- How to submit PO Change Requests (Add a line to a PO Change Request)
- Third-Party Travel (Honorarium vs. Independent Contractor)
- Focus Areas: Requesters ability to add funds and line items to an existing PO through the PO Change Request Process and Third-Party Travel (Honorarium vs. Independent Contractor).
New to CSUBUY / Refresher – Supplier Management Training
Thursday, January 29th | 1:30 PM – 3:00 PM
Zoom Link: https://calpoly.zoom.us/j/82584875917
- Tips for searching for suppliers, supplier communication, and tracking
- Focus Areas: Searching for a supplier and identifying their status, how to Re-Invite or Extend a supplier to the Cal Poly campus, and how to Support Suppliers with Uploading Invoices/ Resources.
Advanced Skills for Shoppers and Requesters: Voucher Payments, Approvals, and Receiving
Friday, January 30th | 10:00 AM – 12:00 PM
Zoom Link: https://calpoly.zoom.us/j/82304981617
- End-to-end voucher review
- Receiving process
- Common errors and how to resolve them
- Focus Areas: Voucher processing & payments, Approval workflows, Receiving for Verified Received and Hold for Receiving, assigning a substitute approver for vouchers, and searching for transactions