Training

Welcome ET&S!!

Revised 8/21/2020

~ Express ~

The new way to purchase work related goods and services

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.1. Production Access

2. Express Review of USHOP Roles & Terms

3. Demo

4. Special ZOOM Drop-In Support

5. Self Paced – Do it Yourself – Training Continuation

AgendaTraining

Agenda

Revised 8/21/2020

USHOP Production AccessLet’s get to it!1. Access UShopNH Production via Gateway under Production Systems

• Gateway: http://www.usnhgateway.org/

2. Access Procurement Sharepoint page for TRAINING GUIDES & VIDEOS

• Download role specific Quick Reference Guide

3. If you need support: Contact Procurement Services via TeamDynamix

Revised 8/21/2020

Help with SharePoint: If you receive access messages when signing into Sharepoint, please contact: usnh.intranet.support@usnh.edu

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UShopNH RolesTraining

New Roles & Terms

Revised 8/21/2020

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IT BSCET&S Staff Service Line Leaders Orchestrators

Shopping Carts Purchase Requisition

Purchase Order

Vendor

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Overview: Business RulesTraining

Business RulesET&S Leadership Decision: Shoppers will provide the following information.

1. Creating Shopping Carts: Catalogs: Example: Amazon, WB Mason, Apple Non-Catalog Item: Example – Dell order for server (model EXS777) Non-Catalog Service: Example – Oracle order for consulting services

2. On all orders: Ship To and Bill To Business Justification Commodity Code which describes type of purchases (i.e. peripherals) FOAPAL = Accounting string (i.e. Org, Fund, Account)

Revised 8/21/2020

Training Demo

Revised 8/21/2020

USHOP SupportDrop into a ZOOM Session

Training Support ReminderDaily Drop-In Support from 1:30 – 3:30Office Hours are available 8/24 to 8/29 from 1:30PM to 3:30PM EST. A Procurement resource will be available during this time and users can call in (drop in) to ask questions.

Revised 8/21/2020

Join from PC, Mac, Linux, iOS or Android: https://unh.zoom.us/j/97850694004?from=msft

Meeting ID: 978 5069 4004

Training Continuation

Revised 8/21/2020

Purchasing Changes / UpdatesWhat IS Changing?• UShopNH is the preferred method of

purchasing.

• A Pcard is not required for UShopNH purchases. That means no Pcard reconciliation.

• Marketplace experience (shopping on-line catalogs).

• New roles definitions: Shopper, Requestor, Approver.

• Approval thresholds.

• Receiving requirement | Receipt required for catalog purchases > CAMPUS THRESHOLD

• E-invoice for catalog purchases.

• Purchase Order numbering & Purchase Order document format.

• Submitting Supporting documentation (for example: quote or approved ICA) attached in UShopNH.

What IS NOT Changing?• Micro purchase: Policy under 10K.

• Small purchase: Quotes required for purchases between $10K < 35K.

• Large purchase: Formal bid required for purchases between > $35K.

• New supplier Request: Go to Team Dynamics to request to new vendor.

• Webi reporting.

• Non-catalog invoice will still be entered in Banner.

Revised 8/21/2020

In case you haven't heard…What is UShopNH?

Powered by industry leading technology, the UShopNH portal will be your gateway to

procuring goods and services to meet your business needs.

Designed to allow easy access to our most frequently used suppliers, the UShopNH tool

will transform the way we buy. It provides access to top suppliers, including those for

office, scientific, technology and MRO (maintenance, repair and operations) goods

and services.The software used by over 600 colleges and

universities nationwide, will be your one-stop shopping source.

Revised 8/21/2020

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PARTNERSHIPThis is a partnership, where we will rely on our users to

provide feedback to enhance UShopNH down

the road.

REMINDER

We are continuously working todevelop and refine the UShopNHsystem. Your feedback is key toour success. With your help wecan customize UShopNH to fulfillyour purchasing needs!

TrainingExpress Expectations

ET&S Go-LiveOn August 24th, 2020, ET&S went live with the UShopNH eProcurement tool.

ADDITIONAL RESOURCESYes!

• Training documentation on the Procurement SharePoint page

• Contact Procurement via TeamDynamix or Microsoft Teams

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Reminder: Banner vs UShopNHTraining

Reminder

1. Previous POs entered and dispatched in Banner will be processed in Banner– PO Changes (POC)– Invoices

2. Origin of PO? Banner PO VS UShopNH PO Banner POPO #’s from Banner are set up in the following format. Ex: P20UAM64 P= PO | 20= Fiscal Yr. | U= UNH | AM = User | 64 = 64th PO this Fiscal Yr. UShopNH PO• PO #’s from UShopNH are randomized. Example: P0013579

3. Reminder: Requisitions in UShopNH• Reminder: REQ’s created in UShopNH will not be sent to Banner. Only the Purchase

Order will feed to Banner.

What starts in Banner… finishes in Banner

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Reminder: Catalog SuppliersTraining

ReminderCatalog Vendors with eInvoicing Capabilities

eInvoices will be automatically submitted to Banner

Vendors with eInvoicing Vendors without eInvoicingAmazon Shi Apple Sigma AldrichB&H Photo ThermoFisherBest Buy VWRBio-Rad GraingerCarolina WB MasonCDW-GFW WebbFastenalFisher ScientificConnectionGrayBarMcMaster CarrNew England BioLabsNewEgg

CEDCentral Paper

Invoices will be manually created in Banner.

Revised 8/21/2020

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UShopNH RolesTraining

CreateShopping Carts

Create Requisitions

Approve Requisitions

Receive Purchase order

New Roles

REQUESTER

Revised 8/21/2020