Oracle Procurement: Help
Review training and resources to become more familiar with Oracle Procurement and Payables.
Are you a new Oracle Procurement user?
Whether you are a new employee or have been granted new responsibilities, welcome and congratulations! We would recommend first investing in our training courses below to learn essential terminology, practices, and policies related to Oracle Procurement & Payables.
Engage in Oracle Procurement & Payables Training
Our series of live instructor-led courses and on-demand eCourses will provide the information you need to operate in Oracle Procurement & Payables.
After Completing the Training Program
There are several other Oracle Procurement & Payables resources available. Refer to the Helpful Resources below, as well as the drawers containing Blink and Knowledge Base Articles tailored towards different steps in the process.
Helpful Resources
Weekly Digest
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Training Videos
Visit our training video playlist on the Buying Goods & Services MediaSpace channel.
Office Hours
Receive live assistance provided by IPPS for Oracle Procurement & Payables, Travel and Entertainment, and Procurement Card inquiries.
Need Additional Assistance?
Expand the drawers below to view resources for buying and paying in Oracle.
Getting Started
Beginning Resources
- Glossary (Terms used in Oracle Procurement)
- Oracle FAQ
- Purchase Order General Terms and Conditions
- Oracle Procurement Advanced Search Tips
Sourcing (Choosing a Supplier)
- Finding and Adding Oracle Procurement Payees
- How to use PaymentWorks
- How to Send an Invitation to a Payee in PaymentWorks
- How to Determine Whether the Supplier is Active in Oracle
- How to Update a Payee's Information in PaymentWorks
- Amazon Business
Before You Shop
- How to Add a Deliver-to Location to Your Profile in Oracle Procurement
- How to Add a New Non-Personal Deliver-to Address in Oracle Procurement
- How to Ship to a Personal Address
- How to Edit Chart String Account Value and Determine What Will Categorize the Purchase
- Purchasing Categories
- How to Assign a Shopping Cart
- How to Reference Shipping Charges on a Requisition
Shopping and Checkout
Advanced Search and Punchout Orders
- How to Order from Punchouts in Oracle Procurement
- Amazon Business
- How to Place your Radioactive Materials Order
Request Forms
- Oracle Procurement Request Forms (Request Index)
- Overview of Request Forms in Oracle Procurement
- How to Navigate Supplier Terms and Conditions
- How to Procure a Bus Charter
- How to Procure a Vessel Charter
- How to Create a Requisition from a Quote in Oracle Procurement
Checking Out
- How to Purchase Inventorial Equipment in Oracle Procurement
- How to Checkout in Oracle Procurement
- Checkout Checklist in Oracle Procurement
- How to Add Notes and Attachments to Requisitions in Oracle Procurement
- What Does it Mean to Be a Requester?
- How to Multi-Edit Requisition Lines in Oracle Procurement
- How to Complete the Billing Section During Checkout in Oracle Procurement
- Oracle Procurement Error Messages
- How to Split Fund a Requisition in Oracle Procurement
- How to Purchase Inventorial Equipment in Oracle Procurement
Approvals and Revisions
Requisition Status
- How to Check Requisition Status in Oracle Procurement
- Breakdown of Roles (PO Requisitioner and Financial Unit Approver)
Approving Requisitions
- Approver Guide
- How to Approve Requisitions in Oracle Procurement
- How to Approve Invoices and Requisitions from a non-UCPath Email
Querying POs
- List of Converted Purchase Orders
- How to Navigate the Purchase Orders Module in Oracle Procurement
- How to View PO Document History in Oracle Procurement
- How to Display the Requester When Viewing a Purchase Order in the PO Module in Oracle Procurement
- How to View Invoice, PO, and Concur Commitments in the OFC Costs Module
Revising POs
- How to Create a PO Change Order in Oracle Procurement
- How to Create a Change Order to Edit POET Information
- How to Close Purchase Orders in Oracle Procurement
- How to Lift PO Commitments in OFC
- How to Cancel a Purchase Order in Oracle Procurement
- How to Check the Status of a Purchase Order Change Order
- How to Edit the Period of Performance on a Purchase Order
Invoices and Payments
Submitting Invoices
- Please have eligible suppliers submit their invoices through Transcepta.
Invoice Status
- How to Check PO Invoice Status in Oracle Procurement
- How to Look Up Invoice Status in Oracle Procurement
- How to Check Invoice Approval Status in Oracle Procurement
- How to Run a Payment Status Report in Oracle Procurement
- Breakdown of Roles (PO Requisitioner and Financial Unit Approver)
- Common Invoice Holds
Approving Invoices
- How to Approve Invoices in Oracle Procurement
- How to Approve Invoices and Requisitions from a non-UCPath Email
- When do PO-based Invoices Stop for Approvals and Who Approves Them?
- What Does It Mean to Be a Requester?
- How to Resolve an Accounts Payable Invoice Hold
Corrections and Refunds
Get help with TritonGPT, our self-service support tool! You can also request services or contact our team through the UC San Diego Services & Support portal.