Training for the ShopUW+ system is available.
PURCHASING and SHOPUW+
Training for all purchasing functions at University of Wisconsin Parkside and Campus Specific ShopUW+ sessions.
Please rate our ShopUW+ training sessions.
Introduction to Purchasing
This is a beginner-level course that will provide information and tools to make common purchases. It will cover purchasing rules and the best methods to make purchases.
Recommended of all University of Wisconsin Parkside faculty or staff who may need to purchase items for the university.
Note: this does not cover the US Bank Corporate Travel Card.
Former PIRs - Invoices, ASSAs, Entertainer and Speaker Contracts
With the implementation of ShopUW+, PIRs have changed. PIRs are still in ShopUW+, but have limited function. In general : DON'T USE PIRS IN SHOPUW+.
In ShopUW+, PIRs are only for:
- Scholarships/Fellowships (Note: assistantship stipends for Research Assistants, Teaching Assistants, etc. should be paid through payroll)
- Prizes and Awards (Note: Payments related to a person's employment with the university should be made through payroll)
- Research subjects
- Quick Reference Guide page 101
Suppliers should send all invoices to AP.Office@uwp.edu
If an incoming invoice does not have a purchase request in ShopUW+ or needs positive approval for a FY21 PO, this session will cover how these will be distributed to campus in BP Logix.
ShopUW+ Receiving Required, Receiving In
With the implementation of ShopUW+, it is best practice to check the Receiving Required box and receive in items and services. This Canvas session reviews why, how, and when to check the Receiving Required box and how to receive in.
- Quick Reference Guide page 94
ShopUW+ Supplier Management 2.0
This is the first of a series on Supplier Management.
In this session, we covered Supplier relations versus Supplier Management, a basic overview of ShopUW+ process, how to look up Supplier information in WISER and how to submit supplier requests if you have a new supplier or updates to an existing one.
Recorded Session for Supplier Management (25 minutes)
ShopUW+ Supplier Management 2.0
This is the second of a series on Supplier Management. One week into ShopUW+, we have some updates. The overview from the first Supplier Management video and reviewed Supplier Management in ShopUW+ in more detail.
Don't forget that you should have a supplier list available to anyone who may cover for you in a place that is accessible to others.
Recorded Session (13 1/2 minutes)
Please note that there are many written resources in the ShopUW+ Supplier Page.
ShopUW+ Supplier Management 2.0 Part Two
This is the third of a series on Supplier Management.
This presentation reviews a WISER search for suppliers, using the supplier number instead of looking up the supplier in ShopUW+, it covers what a SUPPLIER NAME *USE 00011111111 means, and how to save and use favorites. This is a great tip for frequently used suppliers.
Recorded Session (14 1/2 minutes)
ShopUW+ Managing Notifications
With the implementation of ShopUW+, e-mail notifications are sent out for approvals to all approvers at each level. This can make your e-mail inbox difficult to manage. In the guide below, you can find information on how to set up rules in Outlook to manage your notifications. with specific information targeted to approvers at each level in ShopUW+.
ShopUW+ Attaching Documentation
Attachments should be uploaded in specific places in Purchase Requests. Please use this guide to assist you.
This short session covered the approver process and what an approver should review. Managing ShopUW+ Email notifications was covered.
Recorded Session (32 minutes)
Multiple Approvers Overview
This short session covered the multiple approver process for Direct Payments. What does the Assign button do, use the Process Notification to ensure the right people see the appropriate notices, how the multiple approvers process works, and how to view the charges for your department.
Recorded Session (40 minutes)
Introduction to WISER
Highly Recommended for department or divisional financial staff who are new to campus or new to their role.
OPEN HOURS: WISER with Jennifer Agerholm
WISER replaced WISDM in Fall 2020. Please review the information from UW System on how to use WISER. Bring your questions to Open Hours! Email Jennifer Agerholm with questions.
Highly Recommended for all UWP employees involved with financial responsibilities familiar with WISDM and new to WISER.
September 29, 2020, Open Hours session is recorded and in Canvas. Please note that you may have to self-enroll in the Business Services Canvas course.
Introduction to Accounting
This consists of four online modules:
Highly Recommended for all UWP employees involved with financial responsibilities.
Introduction to Accounts Payable
With the launch of ShopUW+, there will be changes to Accounts Payable.
Highly Recommended of all University of Wisconsin Parkside ShopUW+ Requestors or anyone who may need to understand how to pay for goods or services.
Suppliers must be in SFS before you submit your purchasing request in ShopUW+. This session reviews how to look up your supplier in WISER, what you are looking for, the forms you may need to send them, Email templates with instructions, the Supplier Information Page Overview.
|Looking up W9 status in WISER||Recorded Session in Canvas|
|Highly Recommended of all University of Wisconsin Parkside ShopUW+ Requestors or anyone who may need to understand how to look up or work with Suppliers.
Purchasing Card Policies & Procedures
This training provides an overview of how the purchasing card works, guidelines for card usage, cardholder responsibilities, and documentation requirements.
Required of all cardholders before receiving a card.
Email Campus Purchasing Card Administrator to be added to the required Canvas Course.
Please note that this Canvas Course is managed by UW System and is not part of the Business Services training.
Purchasing Card versus Travel Card
The PCard is a university liability purchasing card. While it may be used for travel, there are limitations, such as it can’t be used for individual meals or parking not in conjunction with an overnight hotel stay or at an airport. The employee would have to pay for those on their own and request a reimbursement on a Travel Expense Report.
The Corporate Travel card is used exclusively for travel related expenses. The card can be used for any expense incurred during travel status, including individual meals.
Purchasing Card Record Submission Process
This training provides a detailed explanation of the Purchasing Card submission process. Overview of Purchasing card Policy, common return reasons, using Adobe to combine and edit the submission, and BPLogix.
The recorded open hours session is only Adobe and BPLogix.
Recommended of all cardholders before submitting a purchasing card statement
Purchasing Card Record Submission Supervisor Process
This training provides a detailed explanation of the Purchasing Card submission supervisor review process. It reiterates the purchasing policies, provides a review of common return reasons, and provides an overview of using BPLogix.
Recommended of all cardholder supervisors
Recorded session is posted in Canvas
A Quick Guide for PCard Supervisors is available in Canvas.
Travel Services Recorded Webinars
Travel Incorporated Administrative Group Training Webinar (hosted by Travel Incorporated)
Cash Handling training is required for any employee who will be accepting funds. This training consists of a video and a 15 question quiz. The training is in the Canvas Course Business Services Training. Please self -enroll in Canvas.
Time: 25 - 35 minutes
Required for all UW Parkside employees who will handle any cash, checks, etc.
Departments and Units often have funds to deposit in their accounts. The Cashier's Office manages all deposits functioning as the "bank" for university. This training provides an overview of the Department Deposit forms.
Recommended for all UWP employees who may submit department deposits.
900 Wood Rd.
Kenosha, WI 53144
Tallent Hall 245
Parking: Lot T
- MON7:45 AM to 11:45 AM and 12:30 PM to 4:30 PM
- TUE7:45 AM to 11:45 AM and 12:30 PM to 4:30 PM
- WED7:45 AM to 11:45 AM and 12:30 PM to 4:30 PM
- THU7:45 AM to 11:45 AM and 12:30 PM to 4:30 PM
- FRI7:45 AM to 11:45 AM and 12:30 PM to 4:30 PM