Required Training and Other Guidance for the CU Marketplace
The CU Marketplace Is Here!
As previously shared, the CU Marketplace provides users with a modern procurement experience. Through the CU Marketplace, users can shop from a range of enabled suppliers, create a requisition, acquire necessary approvals, issue a purchase order to the vendor, and have invoices auto-created and paid.
CU Marketplace training and guidance material is available on the Finance Training site.
Training and Guidance
This will depend on what you will be doing in the CU Marketplace: shopping only, shopping and requesting, or approving. See the summary table below followed by more specific details.
- Roles
- Shop Only
- Training Required
- No
- Requirements and Training
- No requirement
- Roles
- Requester
- Training Required
- Yes
- Requirements and Training
- Apply for the Requisition Initiator Role via FSSA from ServiceNow.
Complete the Creating Requisitions and Managing Purchase Orders training.
- Roles
- Approver
- Training Required
- Yes
- Requirements and Training
- Apply for the Department Requisition Approver Role via FSSA from ServiceNow.
Complete the Managing Procurement Approvals training.
Current Requisition Initiators and Requisition Approvers who do not have the Requestor or Approver roles in the CU Marketplace must reapply for these roles via an FSSA in ServiceNow and retake the required training.
If you apply for the Requisition Initiator Role or the Department Requisition Approver Role you will be assigned the appropriate training.
Current Requisition Initiators and Requisition Approvers who do not have the Requestor or Approver roles in the CU Marketplace must reapply for these roles via an FSSA in ServiceNow and retake the required training.
Yes.
In addition to the required training when applying for a CU Marketplace roles, there are other (non-required) guidance materials available for Requesters and Approvers to review:
- Procuring using the CU Marketplace for Requesters Web-Based Training
- Managing Approvals in the CU Marketplace Web-Based Training
- Modifying Profile Settings in the CU Marketplace
- CU Marketplace for Requesters Quick Guide
- CU Marketplace for Requesters Training Guide
- CU Marketplace for Approvers Quick Guide
- CU Marketplace for Approvers Training Guide
- CU Marketplace Document Search Quick Guide
- Searching for Documents and Running Reports in the CU Marketplace Training Guide
If you are using the Chrome browser and are not able to access the CU Marketplace vendor websites, review the CU Marketplace section in the Administrative Applications Browsers and Settings webpage for guidance on how to update your browser settings to enable access to the vendor websites.
No.
If you will only be shopping, you do not have required training. However, we recommend reviewing these training and guidance resources:
- Shopping in the CU Marketplace Quick Guide for Shoppers and Requesters
- CU Marketplace for Shoppers Training Guide
- Shopping in the CU Marketplace Video
- Modifying Profile Settings in the CU Marketplace
For additional information, including benefits of using the CU Marketplace and dates for upcoming webinars about the Marketplace, check out the Learn About Shopping in the CU Marketplace page on the Finance website.
You will need to complete the Financial Systems Security Application (FSSA) to request the Requisition Initator role and/or the Department Requisition Approver role. You can request access for yourself or others. Refer to the Apply for Access to Finance Systems web page for guidance.
Note: You can apply for botth the Requisition Initiator and a Level 1 ($0 - $1,000) Department Requisition Approver roles so you do not need departmental approval for purchases of $1,000 or less if your purchase is being shipped to a campus address.