ShopUW+ Quick Reference Guide
The ShopUW+ Quick Reference Guide (QRG), located in Canvas, will help you answer most of your questions about using the new platform. You must be enrolled in the Shopper Skills course to access the ShopUW+ QRG.
You will find step-by-step instructions to complete more than 50 processes, with a summary, standard navigation options, and screenshots to guide you as you begin working in ShopUW+. We recommend you download the ShopUW+ QRG to your desktop because it is easier to navigate than the guide in Canvas. Check here for updates and download a new version after updates have been made.
The following updates have been made to the ShopUW+ QRG:
|Requisition Editing: Next Fiscal Year||Explains how to use the New Fiscal Year checkbox to create requisitions for the next fiscal year||76||5/20/21|
|Shopping: Non-Catalog Item, Standing Order, Requisition Wizard||Clarifies not to create $0 lines on requisitions for Non-Catalog Item, Standing Order, and Requisition Wizard||44,48,57||5/20/21|
|Shopping: Standing Order, Requisition Wizard||Added reminder to choose Unknown Supplier if the supplier isn’t in ShopUW+ for Standing Order and Requisition Wizard||48, 51||5/20/21|
AP Quick Reference Guide
Use the AP Quick Reference Guide as a supplement to the ShopUW+ QRG to explain the Direct Payment, Payment to Individual, Refund of Receipts, Check Action Form, and Approving Invoices. You must be enrolled in the Requester Skills course to access the AP Quick Reference Guide.
The following updates have been made to the AP Quick Reference Guide.:
|New Supplier – Direct Payment (DP), Payment to Individual Request (PIR) and Refund of Receipts (ROR)||Added contact for how to request a new supplier be added to ShopUW+ for Direct Payments (DP), Payment to Individual Request (PIR), and Refund of Receipts (ROR)||4, 6, 8||9/10/21|
|Attachments – DP/PIR/ROR||Added attachments section for DP, PIR, and ROR forms||5, 7, 9||9/10/21|
|Check Action for Shoppers||Updated roles that can access Check Action Form to include Shoppers||10||9/10/21|
|Save Form as Favorite||Added instructions on how to save the AP Forms as favorites to re-use||11||9/10/21|
|Approving Payments – Funding Edits||Added ability for Approvers to edit funding to instructions||12||9/10/21|
|Assigning Ad Hoc Approver||Added assigning an ad hoc Approver to instructions||13||9/10/21|
|Assigning Substitute Approver||Added assigning a substitute Approver to instructions||14||9/10/21|
|Returned Invoices||Added instructions for managing an invoice returned to a Requester||15||9/10/21|
|Format of AP Quick Reference Guide||Streamlined look and feel of AP Quick Reference Guide||All||9/10/21|
ShopUW+ is under continuous refinement. Features and appearance may be slightly different between what is shown in resources and the system.