ePro Training Guides

Multi-FY PO Guide - New 9/1

• Guide to entering Multi-FY Requisitions/POs in ePro (PDF)

Approvers Guide

• Approvals in ePro (PDF)
• Guide to Substitute Approver (PDF)

Budget

• Guide to Budget Exceptions ( PowerPoint | PDF )
• Guide to Approving Budget Overrides ( PowerPoint | PDF)

Change Request Guide

• Creating Change Request for Hosted Catalog ( PowerPoint | PDF )
• Creating Change Request for Punch-out ( PowerPoint | PDF )
• Creating Change Request for Non Catalog Item ( PowerPoint | PDF )
• Creating Change Request for Service Form ( PowerPoint | PDF )

Contracts

• Requestors - Guide for Locating Executed Contracts  ( PowerPoint | PDF )
• Requestors - Guide for Searching for Contracts  ( PowerPoint | PDF )
• Requestors - Guide for Viewing Status of Contracts  ( PowerPoint | PDF )

Directions to TCM Guides and Job Aids:

• HSC Campus: https://myunt.sharepoint.com/sites/HSCFinanceWebsite/SitePages/Total-Contract-Manager-(TCM).aspx
• UNTS/UNT/UNTD campuses: https://finance.untsystem.edu/contract-administration/total-contract-manager.php
  • PCARD & Clickwrap Agreements:  https://finance.untsystem.edu/contract-administration/click-wrap-approval.php

Assigning Substitute Approvals

• Guide to Substitute Approver (PDF)

Navigation & Profile Management

• Guide to Navigation ( PowerPoint | PDF)
• Guide to Profile Management ( PowerPoint | PDF)
• Guide to Adding Default Chart Strings to Favorites ( PDF )
• Guide to Changing Notification Preferences ( PDF )

Payment Request

• Guide to Payment Request Form (PDF)

Requestor

• Guide to Desktop Receiver (PDF)
• Requisition from a Shopping Cart ( PDF)

Shoppers and Requestors

• Guide for Service Form ( PowerPoint | PDF)
• Guide for Blanket Orders (PowerPoint|PDF)
• Guide for Hosted Catalog Shopping ( PowerPoint | PDF)
• Guide for Non-Catalog Shopping ( PowerPoint | PDF)
• Guide for Punch-out Shopping ( PowerPoint | PDF)
• Payment Only POs under $5k (PDF) - New 9/1