Training

Purchasing and ShopUW+

Training for all purchasing functions at the University of Wisconsin Parkside.

Purchasing Overview 06/07/2023

1 pm - 2 pm

Recommended for all new or a refresh for any existing purchaser.

Bring questions!

Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 214 169 739 195

Passcode: ujVHAX

Cut and paste this link in your browser: https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmRlM2ZlNzEtMjY3ZS00MmIwLWJiNjEtOWZlYjZmNTc0NTgw%40thread.v2/0?context=%7b%22Tid%22%3a%224b68a908-d5e8-4422-9859-84b2ae5d4066%22%2c%22Oid%22%3a%225cc279fc-d34e-4511-89da-184520c29f1b%22%7d

Please add to your calendar or contact Purchasing to receive a Teams invite.

Purchasing Drop Ins: Overview TBD 6/14/2023

1 pm - 2 pm

A purchasing drop in session with a short presentation on the topic of the day.

Bring questions!

Microsoft Teams meeting
Join on your computer, mobile app or room device
to join the meeting
Meeting ID: 212 280 261 108
Passcode: yatT4J

Cut and paste this link in your browser: https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGNiNGRjNTItZDk1NC00NjliLWE4NjgtNzNiNjZmYTU5YWRh%40thread.v2/0?context=%7b%22Tid%22%3a%224b68a908-d5e8-4422-9859-84b2ae5d4066%22%2c%22Oid%22%3a%225cc279fc-d34e-4511-89da-184520c29f1b%22%7d

Please add to your calendar or contact Purchasing to receive a Teams invite.

Purchasing Drop Ins: Overview TBD 7/12/2023

1 pm - 2 pm

A purchasing drop in session with a short presentation on the topic of the day.

Bring questions!

Microsoft Teams meeting
Join on your computer, mobile app or room device
to join the meeting
Meeting ID: 212 280 261 108
Passcode: yatT4J

Cut and paste this link in your browser: https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjhjNTQ5YjUtOWQ4OS00M2Y2LTg2Y2YtYmM5NGU5ODE3OTk3%40thread.v2/0?context=%7b%22Tid%22%3a%224b68a908-d5e8-4422-9859-84b2ae5d4066%22%2c%22Oid%22%3a%225cc279fc-d34e-4511-89da-184520c29f1b%22%7d

Please add to your calendar or contact Purchasing to receive a Teams invite.

Purchasing Drop Ins: Overview TBD 8/10/2023

1 pm - 2 pm

A purchasing drop in session with a short presentation on the topic of the day.

Bring questions!

Microsoft Teams meeting
Join on your computer, mobile app or room device
to join the meeting
Meeting ID: 212 280 261 108
Passcode: yatT4J

Cut and paste this link in your browser:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTAzYmJiMGEtMjk5My00MDAxLWFkYTItYmFmOTYwMzc4NzY1%40thread.v2/0?context=%7b%22Tid%22%3a%224b68a908-d5e8-4422-9859-84b2ae5d4066%22%2c%22Oid%22%3a%225cc279fc-d34e-4511-89da-184520c29f1b%22%7d

Please add to your calendar or contact Purchasing to receive a Teams invite.

Purchasing Overview 9/06/2023

1 pm - 2 pm

Recommended for all new or a refresh for any existing purchaser.

Bring questions!

Microsoft Teams meeting
Join on your computer, mobile app or room device
to join the meeting
Meeting ID: 252 890 385 647
Passcode: CWPcZF

Cut and paste this link in your browser: https://teams.microsoft.com/l/meetup-join/19%3ameeting_NGIyYTIxZDctN2U3ZS00OWQxLThhYWYtMzM3NzEyMzRiOGY2%40thread.v2/0?context=%7b%22Tid%22%3a%224b68a908-d5e8-4422-9859-84b2ae5d4066%22%2c%22Oid%22%3a%225cc279fc-d34e-4511-89da-184520c29f1b%22%7d

Please add to your calendar or contact Purchasing to receive a Teams invite.

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.

PDF overview of Purchasing in Canvas

ShopUW+ Training

This is training available from UW System on ShopUW+ Essentials webpage on the purchasing and payables system.

Courses are arranged by role. This FAQ topic has more information.

Recommended of all University of Wisconsin Parkside faculty or staff.

Questions about Purchasing

Contact Purchasing

PURCHASING CARD

NEW Purchasing Card process coming February 19, 2022

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 Transaction Submission

The new process will be TRANSACTION based rather than STATEMENT based. This process is in SFS - the Shared Financial System.

Recommended of all cardholders

The overview of the new process for cardholders and approvers is here.

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.

Questions about the Purchasing Card Record Submission Process

If you have questions about purchasing or P-Card policy, contact Purchasing.

ACCOUNTS PAYABLE

Introduction to Accounts Payable

With the launch of ShopUW+, there were changes to Accounts Payable.

Questions about Accounts Payable

Contact AP.Office.

ACCOUNTING

Introduction to WISER

This UW system video training provides a basic overview of the various searches and reports that are available within the campus reporting tool: WISER.

Highly Recommended for department or divisional financial staff who are new to campus or new to their role.

Available Trainings:

If you prefer written materials, this page has some great resources.

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:

Introduction to Campus Financial Systems	Coming Soon
Introduction to Accounting: Funding Strings	In Canvas
Introduction to Accounting: Accounts Receivable	Coming Soon
Introduction to Accounting: Journal Entries	Coming Soon

Highly Recommended for all UWP employees involved with financial responsibilities.

WISER Access

If you need access to WISER, please complete the WISER ACCESS FORM in BPLogix.

Questions about WISER or any Accounting function

Contact the Campus Accountant.

CASH AND DEPOSITS

Cash Handling

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 Cash Handling Training.

Time: 25 - 35 minutes

Required for all UW Parkside employees who will handle any cash, checks, etc.

Department Deposits

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.

Coming Soon

Recommended for all UWP employees who may submit department deposits.