Training and Resources
Training Calendar
Thank you for visiting our training calendar! We have added Zoom training sessions for Contracts, Purchasing, PCard and Travel Card.
Check the calendar below to find a session that fits your schedule:
- Click on the session link(s) for Zoom information or physical location.
- The Training Calendar is best viewed using Chrome.
Email us for any training questions or requests for trainings:
Contracts: twucontracts@twu.edu
Credit card services (PCard, Travel Card): ccservices@twu.edu
Purchasing: procure@twu.edu
Supplier services: twusupplier@twu.edu
See our updated training resources below the calendar.
Training resources are available by expanding each area below.
TRAVEL CARD and PCARD
PowerPoint Presentations
- *NEW Concur and PCard Spring Training [pptx]
- Concur Overview [pptx]
- Summus Industries Webinar - May 2024 [pptx]
Concur Quick Tips Guides
Concur "How To" Guides (new for 2024!)
- How to Log into Concur [Google doc]
Concur, Request tab:
- How to Create a Travel Request in Concur [Google doc]
- How to Request an Individual PCard or Travel Card [Google doc]
- How to Request a Department PCard (Assign, Re-assign Reconciler) [Google doc]
- How to Request a Credit Limit Increase or Decrease [Google doc]
- How to Request to Suspend/Reinstate/Cancel a Card [Google doc]
Concur, Expenses tab:
- How to Create a Travel Allowance Itinerary (in an Expense Report) [Google doc]
- How to Process Prospective Employee or Donor Travel [Google doc]
- How to Add a Delegate to Your Concur Account [Google doc]
- How to Itemize a PCard Transaction in Concur [Google doc]
- How to Itemize a Travel Expense (to fix the date) [Google doc]
- How to Remove a Receipt in Concur [Google doc]
- How to Clear Red Alerts in Concur [Google doc]
- How to Create a Payment Request in Concur [Google doc]
- How to Add Attendees to a Business Meal [Google doc]
- How to Add Attendees to a Student Event [Google doc]
Desk Reference
Bridge Training Courses
Travel Card
PCard
CONTRACTS
CONTRACT HELPFUL LINKS
- Deconstruction Contracts Training - Pwpt of contract training
- Contract Routing Ticketing System - New TDX Contract Approval System (Replaces old CRS)
- TWU Contract Signature Matrix - Names who can sign which contracts on behalf of TWU
- Contract Category Guide - Examples of contract types
- Supporting Documentation Breakdown - Lists documentation for contract package in each contract type
- Third Party Insurance Standards
- ITS Risk Assessment Ticketing System
PURCHASING
*NEW Purchasing Spring Training - Power point purchasing training with links
Desk References (CLOUD GUIDES)
How to Update Requisition Preferences
How to Create a Non-Catalog Requisition
How to Create a Tejas Punchout Requisition
How to Correct the wrong Item Type on a Requisition
How to Correct a Requisition in Cloud
How to Receive in Oracle Cloud
How to Look up Requisition Line Life Cycle
SUPPLIERS
Existing Suppliers
Suppliers who are Active in the TWU portal and/or have done business with TWU and didn't get a welcome email please email TWUSupplier@twu.edu.
New Suppliers
NEW Suppliers with TWU and you have provided a quote for a service/good to TWU you will need to create a new supplier portal account by going to Oracle Cloud.
Desk References
TWU Supplier Portal Registration
How to See If a Supplier is Registered
On-Demand Bridge Training
Page last updated 5:01 PM, December 10, 2024