eProcurement Quick Reference User Guide

The ePro Quick Reference User Guide, including Helpful Hints and Step-by-Step Instructions, is provided to assist end-users in navigating through the Procure-to-Pay process and how to use PeopleSoft eProcurement.

PeopleSoft is an integrated software application that performs Financial Management functions, such as Purchasing, Accounts Payable, Travel & Expense, Asset Management, and Grants Management.  Information that is entered in one application carries over into other PeopleSoft modules.

The eProcurement module is a web-based purchasing system designed to provide UTMB end-users with online creation and submission of requisitions.  Additionally, based on the funding department number, project number, and commodity being requested, ePro electronically routes the requisition to the appropriate individuals for review and approval. 

Since PeopleSoft is an integrated system, it is important that the end-user enter the correct information on the requisition the first time so accurate information carries forward on the purchase order and on to other PS modules including Accounts Payable, Asset Management, Grants, and General Ledger.

The Procure-to-Pay process begins when a Requester creates a requisition. When the Requisition has been approved and successfully budget checked, a Buyer creates or the system auto-generates a purchase order and it is dispatched to the vendor.  After the merchandise/service has been received and inspected, the vendor's invoice can be vouchered and paid.
 

For further assistance or questions regarding eProcurement, Purchasing, DEP Procedures, Requisitions, and Purchase Orders, please contact the Purchasing Help Desk at extension 7-8000 or via e-mail at purchasing.helpdesk@utmb.edu

Additionally, for assistance regarding receipts, returns, or problems related to the receipt of merchandise, contact the PO Problem Resolution Desk at extension 2-5341 or via e-mail at logistics.problemresolution@utmb.edu