IMPORTANT: The FinPro Help Desk is transitioning to a PSC Service Desk. Learn how the OUC and PSC are reorganizing help desk and training functions. During the transition (Sept 7-Oct 31), hours for phone service are 10:00 a.m.-noon and 1:00-3:00 p.m., Mon-Fri. Voicemail will not be monitored. Email us anytime at FinProHelp@cu.edu.
A new CU Marketplace user experience will be implemented on November 15 that will impact the shopping cart, requisition, purchase order and invoice pages. This new user experience will deliver a more modern and streamlined interface to the CU Marketplace. Note: current processes and functionality will remain the same, only the visual and page layouts will be updated.
How to Preview the New CU Marketplace User Experience
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New User Experience Updates to the Shopping Cart/Checkout Page
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New User Experience Updates to the Requistion and Invoice Approval Pages
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Requesting a role in CU Marketplace
For a list of training requirements and descriptions of the different CU Marketplace roles, visit the Access & Training Requirements guide.
Logging into CU Marketplace
Log in to your campus portal and on the CU Resources Home tab, click the CU Marketplace tile.
Navigating the CU Marketplace Home Page
Take a tour of the CU Marketplace home page.
CU Supplier Portal Information
In most cases, external suppliers must register through the CU Supplier Portal in order to be paid by CU. Departments can invite suppliers to register.
- Guides for Departments: Supplier Portal - Requesting New Suppliers
- Guides for Suppliers: Supplier Portal Registration
Exceptions - The following do not need to register through the Supplier Portal:
- Study subjects. The study subject's paper W-9 (IRS form) must accompany the Study Subject Payment form to ensure that the individual is correctly set up as Clinical Trial supplier.
- Reimbursements/refunds.Tax documents are not needed to issue reimbursements (via the Non-Employee Reimbursement-International form) or refunds (via the Payment Authorization form).
- Stipends and cash awards on the Payment Authorization form. The payee's paper W-9 (IRS form) must accompany the Payment Authorization form.
- CU employees and CU students are not considered suppliers.
Updating Your Profile
Shopping (Requisitions)
- Using Punch-out Catalogs
- Using Hosted Catalogs
- Using Non-Catalog Forms
- Creating Payment Vouchers in CU Marketplace
- Creating (or Renewing) SPOs
- Creating (or Renewing) Subcontract SPOs
- Creating Subcontract SPOs with F&A Split
- Creating Sole Source Procurements
- Entering After-the-Fact Purchases
- Forms Quick Reference Guide
To purchase PPE and Disinfecting Supplies, see Requesting COVID Supplies.
- Adding Details to Shopping Carts (such as SpeedTypes and Shipping)
- Splitting Accounting Distributions (SpeedTypes/Accounts)
- Consolidating Shopping Carts
- Copying Requisitions into New Shopping Carts
- Modifying Shopping Carts
- Assigning/ Unassigning Shopping Carts to Requestors
- Assigning Substitute Requestors
- Processing Assigned Shopping Carts
- Withdrawing Requisitions from Workflow
Using Forms
- Forms Quick Reference Guide
- Using Non-Catalog Forms
- Creating Payment Vouchers in CU Marketplace
- Creating (or Renewing) SPOs
- Creating (or Renewing) Subcontract SPOs
- Creating Subcontract SPOs with F&A Split
- Creating Sole Source Procurements
- Requesting COVID Supplies
- Entering After-the-Fact Purchases
- Solutions for PVs that Can't be Processed in CU Marketplace
Approving Requisitions
Approving SPO Vouchers
Receiving (Creating Quantity Receipts)
Resolving Match Exceptions
Reporting and Checking Status
- Identifying Requestors of POs
- Looking Up Invoices
- PO Status
- Reviewing Incompatible Access Purchases
- Requisition Status and Approvals
- Searching for POs
- Searching for Requisitions
- Tracking COVID Supply Requests
- Transactions on Your Financial Statements
- Using Advanced Document Search
- Viewing Invoice Images
- Voucher Information