NEW EXTENDED HOURS: Effective March 2, 2015, FinPro Help will be open over the noon hour!
CU Marketplace Training
NEW: CU Supplier Portal
The University has a new portal in the Marketplace allowing online supplier registration. In addition to replacing the paper CU W9 process, this online process enables suppliers to view/respond to solicitations (bids) for goods and services, and view the status of their invoices. Find out more
Visit the Navigating within CU Marketplace Guide for an overview of some of the items you'll see when working in CU Marketplace.
Quick Reference Guides
- QRG-CU Supplier Portal: Should I Invite a Supplier?
- Shopper
- Requestor
- Approver
- Forms
- Invoice/Match Exception Approver (actual role is “Approver Invoice”)
- Konica Minolta Quick Reference Guide
- Receiver
- Requisition Status and Approvals
- PO Status
- Transactions on Your Financial Statements
- Viewing Invoice Images
- Voucher Information
- Xerox Quick Reference Guide
Updating Your Profile
CU Supplier Portal
Creating Shopping Carts
- Forms Quick Reference Guide
- Using Hosted Catalogs for Shopping
- Using Punch-out Catalogs for Shopping
- Creating Payment Vouchers in CU Marketplace
- Creating (or Renewing) SPOs
- Creating (or Renewing) Subcontract SPOs
- Creating Sole Source Procurements
- Entering After-the-Fact Purchases
- Modifying Shopping Carts
- Copying Requisitions into New Shopping Carts
- Assigning Shopping Carts to Requestors
Managing Shopping Carts
Using Forms
- Forms Quick Reference Guide
- Using Non-Catalog Forms for Shopping
- Creating Payment Vouchers in CU Marketplace
- Creating (or Renewing) SPOs
- Creating Sole Source Procurements
- Entering After-the-Fact Purchases
- Finalizing Shopping Carts (Adding SpeedTypes, Shipping, etc.)
- Solutions for PVs that Can't be Processed in CU Marketplace
Processing Shopping Carts
Approving Requisitions
Receiving (Creating Quantity Receipts)
Approving Match Exceptions
Approving SPO Vouchers
Reporting and Checking Status
- Searching for Vouchers (Invoices) & Determining Payment Status (Video)
- Determining When Vouchers (Invoices) Will Pay
- Identifying Requestors of POs
- PO Status
- Reviewing Incompatible Access Purchases
- Searching for POs
- Searching for Requisitions
- Transactions on Your Financial Statements
- Viewing Invoice Images
- Voucher Information
- Requisition Status and Approvals
Related Links
- Access & Training Requirements Guide
- CU Marketplace Punch-out and Hosted Catalog Guides
- CU Marketplace Catalog Supplier Information Matrix
- Forms and the Marketplace
- CU Marketplace Infomercial
- Solutions for PVs that Can't be Processed in CU Marketplace
- Placing Vouchers (Invoices) on Hold
- Determining When Vouchers (Invoices) Will Pay
- Transactions on Your Financial Statements
- Viewing Invoice Images