Jaggaer Training Manual
- eSourcing Training
- eProcurement Training - Basics
Vendor Value Method Goods(s) and Service(s) not available through a Jaggaer Punchout Catalog < $15,000 PeopleSoft Voucher *
If the vendor requires a PO or using state funds that requires a PO, order through Jaggaer 鈥淧urchase Request Order Form鈥�
Jaggaer Punchout with Dell (HiED is the Dell Reseller) Any $ Amount Purchase Order only in Jaggaer Jaggaer Punchout with Apple Any $ Amount Purchase Order only in Jaggaer Jaggaer Punchout with Amazon < $15,000 P-Card Only in Jaggaer Jaggaer Punchout with Amazon >$15,000 Purchase Order only in Jaggaer.
Contact Purchasing to provide access to 鈥淎mazon >$15k Net Terms鈥� punchout icon.All other Jaggaer Punchout vendors (including HIED Tech Store/Cougar Byte) < $15,000 P-Card Only in Jaggaer All other Jaggaer Punchout vendors >$15,000 Purchase Order only in Jaggaer Goods(s) and Service(s) not available through a Jaggaer vendor Punchout Catalog >$15,000 Order through Jaggaer 鈥淧urchase Request Order Form鈥� Purchases using Cooperative contracts on vendors not available through a Jaggaer vendor Punchout Catalog Any $ amount Order through Jaggaer 鈥淧urchase Request Order Form鈥� *Continue to use P Cards for vendors that are not in the PeopleSoft vendor master list (example: buying donuts, items from Walmart, etc.) This order process is in effect until Jaggaer e-invoicing is implemented - Completing your setup in Jaggaer
- Profile Setup (2 minutes) 鈥� setting up your profile in Jaggaer
- ePRO Role Overview (5 minutes) 鈥� understanding your role
- ePRO Navigating Jaggaer (4 minutes) 鈥� understanding basic navigations in Jaggaer
- Adding a P Card in Jaggaer - Adding a new card to your Jaggaer profile and specific instructions for Amazon
- Assign Substitute Approver Tip Sheet (2 minutes) 鈥� assigning your delegate when you are out of the office
- ePRO Manage Notifications (3 minutes) 鈥� setting up your Jaggaer notification preference
- Business Analytics Tip Sheet (3 minutes) 鈥� creating your dashboard
- Navigate your Dashboard Tip Sheet (2 minutes) 鈥� understanding how to navigate your dashboard
- Change PO Owner 鈥� 鈥淥ut of office鈥� status - only use when a UH employee is on leave and needs to delegate approval authority
- Catalog Purchase
- Adding Punchout Orders (2 minutes) 鈥� Processing catalog purchases
- Creating and Assigning Carts in Jaggaer (2 minutes) 鈥� creating shopping cart with an option to transfer the cart to someone else.
- Creating Requisitions in Jaggaer for Catalog Order (1 minute) 鈥� creating a shopping cart and turning it into a requisition.
- Non-catalog Purchase
- Creating Requisitions in Jaggaer for Non-catalog Order (4 minutes) 鈥� creating a requisition.
- Adding Cost Centers Split Expenses (2 minutes) 鈥� recording multiple cost centers for the purchase.
- Search for Documents 鈥� Suppliers (3 minutes) 鈥� searching for a requisition or a PO.
- eProcurement Training - Approvals
- Amazon Business Portal for Buyers
- Apple Training
- Dell Premier Punchout
- Mc Master Carr Training
- Tejas Office Products
- List of Current Punchout Vendors in Jaggaer
- Amazon
- Apple
- B&H Photo
- Bio-Rad
- HiED Tech Store (Cougarbyte)
- Dell
- IDT (Integrated DNA Technologies)
- McMaster-Carr
- MilliporeSigma
- Fisher Scientific
- Qiagen
- SHI International Corp
- Sycamore Life Sciences
- Tejas Office Products
- Thermo Fisher Scientific
- VWR (part of Acantor)