Basics

Learn about the UProcure process and roles, setting up your profile, searching in UProcure, and supplier management.

Process

Once you’ve determined that UProcure is the appropriate method for your purchase, here is the process that a purchase goes through in UProcure from start to finish:

Roles

Shopper

All staff have the Shopper role in UProcure so they can initiate requests to purchase goods and services by adding them to shopping carts. However, Shoppers are not able to submit their carts for approval — only those with the Requester role can do that.

Shopper Role Info

Requesters

Requesters review and check out carts and, when appropriate, submit carts for approval. (Remember that they also have the Shopper role so that they can create their own carts.) Requesters are designated by their lab, center, program, or office by submitting the Request for Access (RFA) form.

Requestor Role Info

Approvers

Approvers are responsible for ensuring purchase requisitions are allowable, allocable, and reasonable before approving them. Lab, center, program, or office approval is done by those who have requisition authority in the Signature Authority application for the account keys and the respective dollar amounts being charged to them for each purchase. If additional approvals are needed, the requisition will route automatically. 

Approver Role Info

Getting Started in UProcure

• Create a bookmark to help you easily access UProcure.
• Update your UProcure profile to make shopping faster and easier.
  • Set your email and notification preferences
  • Add/remove Requesters in your profile
  • Add/remove account keys in your profile
• When you’ll be away from work for an extended period, you may want to assign a substitute to act on your behalf.
  • Assign substitute Requesters
  • Assign substitute Approvers

Searching in UProcure

• Searching for Requisitions — Find a submitted requisition
• Searching for POs — Search for a PO once the requisition is approved
• Searching for Invoices — Find an invoice in UProcure
• Searching for Suppliers — Determine whether a supplier is registered in UProcure

Managing Suppliers

A supplier needs to be registered in UProcure before you can place an order or complete the Three Bids & a Buy form for them. (The Three Bids & a Buy form is an optional way to request quotes from suppliers and can replace the Request for Quote (RFQ) process for purchases that total $50,000 or more.)

You can register your supplier in UProcure using one of the following ways:

• Submit a request to the Enterprise Service Desk and we can help you register your suppliers in UProcure.
• Take an active role in managing your suppliers in UProcure — see the Managing Suppliers flowchart for details.
  • Searching for and Managing Suppliers
  • Requesting Suppliers