How To...

Step-by-Step Instructions for iProcurement Users:

See Training opportunities for non-catalog purchasing in iProcurement.

Supplier / Payee Setup

• About Supplier / Payee Records and the Supplier / Payee Portal
• Make a Supplier / Payee Request
• View Pending Supplier / Payee Requests
• Complete a Supplier / Payee Request for Confidential Information (Secure Portal)

Setup

• Set Up iProcurement Preferences

Buy or Request in iProcurement

• Catalog Orders  –  SmartMart – Stanford's preferred purchasing method
• Non-Catalog Orders  –  Create a Standard Non-Catalog Requisition
• Special Orders
  • Hire and Pay a Temporary Worker
  • Buy Capital Equipment  –  Refer to Step 2 of Create a Standard Non-Catalog Requisition
  • Create a Subaward Requisition
  • Request Equipment Loan or Demo
  • Convert a Loan to a Purchase
• Submit Request for a New Supplier

Checkout

• Attach Documents  –  Refer to Step 4, Page 2 of Create a Standard Non-Catalog Requisition
• Items Shipped to Stanford from a Foreign Country  –  Refer to Step 3 of Create a Standard Non-Catalog Requisition

Approve / Edit Orders

• Approve or Reject a Purchase Requisition
• Check Approval Status  –  Refer to Step 2 of View Requisitions, Purchase Orders, or Invoices

Change Orders

• Change a Standard Non-Catalog Purchase Order
• Change a PTAE on an Approved Purchased Order

Receiving and Returns

• Receive Goods
• Correct Receiving
• Return Goods

Billing

• Charge Multiple PTAs  –  Refer to Step 4 of Create a Standard Non-Catalog Requisition
• Use Multiple Expenditure Types  –  Refer to Step 4 of Create a Standard Non-Catalog Requisition
• Upload an Invoice
• Mail an Invoice to Accounts Payable

Payment Requests

• Request Rush Payment
• Request Will Call Check

Status

• View Requisitions, Purchase Orders or Invoices
• View or Suppress Commitments