Below are links to illustrated step-by-step manuals, booklets, and job aids on how to use eProcurement, Travel Expenses, and Budget Reports. Please click any of open them.
eProcurement
eProcurement Training Manual
eProcurement Training Exercises for Requesters
eProcurement Requesters Training Job Aid Packet
eProcurement for Site Administrators as of 6/2017
How to Run a Budget Inquiry as of 5/17
(Find out if you have enough funds to pay for your orders)
How to Order SDUSD Catalog (Stock/Inventory) Items as of 5/2017
How to use Express Item Entry Ordering as of 5/2017
How to Place Web Orders (Ind. Stationers, Office Depot, Waxie, etc.) as of 5/2017
How to Compare Office Depot Prices with Independent Stationers (and find the best deals)
How to Track Office Depot Orders (See when orders were shipped, delivered, etc.)
How to Enter Budget Once for Entire Order as of 5/2017
How to Order Printer/Copy Paper
How to Use Requisition Settings (A Great Timesaver on Special Request Orders!)
How to Find Special Request Categories
How to Order Special Request Items
ICA's (Independent Contractor Agreement) to Hire Outside Contractors
What to Do When You Receive Your Orders
How to Use Templates
How to Track and Manage Your ePro Orders
(Edit, Cancel, Resubmit, Track your orders, etc.)
How to Release Money from a Canceled Order (So you won't lose funding!)
How to Run the eProcurement Report
(View details of all ePro orders created within your school or department)
Travel Expenses
Travel & Expenses Handbook new
Budget Reports
How to Run the Budgets Overview Report (Interactive report showing budget allocations, expensed amounts, encumbered
amounts, and pre-encumbered amounts, but not detailed purchases)
How to Run a Budget Inquiry (See how much available funds you have in a given budget account)
How to Find Your Budget Status Report
How to Run the Remaining Amounts Budget Report
How to Run the Budget Transactions Detail Report
PeopleSoft HCM Training Materials