Purchasing

Purchase Requests

New purchase requests can be submitted through ShopUW+.

Forms

• Direct Payment Request
• Simplified Bid Summary

Rules and Procedures

• Purchasing Card Training
• Purchasing Procedures

About P2P

The Procure-to-Pay (P2P) Automation Project will significantly improve the end-user experience by making it easier to place and track orders. This project also aims to improve the quantity and quality of data, streamline business processes and facilitate strategic sourcing.

All UW System institutions are partnering to transform purchasing and accounts payable systems by implementing a future state procure-to-pay solution.

Resources

• ShopUW+ Quick Reference Guide
• ShopUW+ Direct Payment Form Instructions
• ShopUW+ Delegating Approval
• ShopUW+ Managing Returned Invoices

Funding String Job Aids

• Funding String Job Aid (Excel, NetID required)
• Using the Funding String Job Aid
• Change Requests: Updating Funding Strings

AssetWorks Job Aids

• Creating an AssetWorks Release
• Entering an AssetWorks Release Number in ShopUW+

User Profile Job Aids

• Updating the User Profile: Name
• Updating the User Profile: Bill-to Address
• Updating the User Profile: Ship-to Address
• Updating the User Profile: Default GL Business Unit
• Updating the User Profile: Default Funding
• Updating the User Profile: Cart Assignees