Making Purchases

Individual PO Invoice Search

This reference card provides instructions for accessing the status and payment details associated with an individual Purchase Order invoice in ConnectCarolina.

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Invoice Search by Purchase Order

This reference card provides instructions for viewing the status of any type of voucher in ConnectCarolina and provides steps for accessing a PO voucher.

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Purchase Order Activity Summary

This reference card provides instructions for viewing the receiving and invoicing activity associated with your Purchase Order using the Activity Summary page in ConnectCarolina.

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Purchase Order Inquiry

This reference card provides instructions for accessing the PO inquiry page to review details of your Purchase Orders, including how they are structured and their current status.

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Creating a Receipt by Purchase Order

This reference card provides instructions for creating a receipt for a Purchase Order in ConnectCarolina.

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Adjusting or Canceling a Receipt

This reference card provides instructions for changing or canceling an existing receipt for goods or services that have not yet been invoiced on a Purchase Order.

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Procurement Overview

This reference card displays the purchasing workflow for vendor catalog and non-vendor catalog purchase requisitions.

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Online Training: Approving Requisitions

This self-paced course describes the information to review when approving a vendor catalog requisition or a non-vendor catalog requisition.

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Purchase Requisitions and Receiving (Non-BuyCarolina) Slides

These slides accompany the Purchase Requisitions and Receiving class.

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Purchase Requisitions & Receiving Guidebook

This guide covers Purchase Requisitions and Receiving. This document also contains useful information about searching by speedchart.

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Purchasing Thresholds & How to Build a Better Requisition

These slides review the changes to University Purchasing Competition Thresholds as of July 1, 2022, and detail how to build a better requisition.

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Purchasing Thresholds & How to Build a Better Requisition Webinar

This webinar accompanies the slides above and reviews the changes to University Purchasing Competition Thresholds as of July 1, 2022, as well as details how to build a better requisition.
Please note: The content starts at 5:03 in the video.

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Adding Comments to a Purchase Requisition

This reference guide covers what to enter in the comments field of a Purchase Requisition.

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Purchasing Card (P-Card) Program Handbook

This reference guide will provide you with details of the UNC-Chapel Hill purchasing card (P-Card), including roles and responsibilities, card security, purchasing guidelines, documentation requirements, and reconciliation.

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Initial P-Card Accountholder Training CBT

This self-paced course is intended for individuals who will be P-Card Accountholders. It explains what a P-Card is, when and when not to use a P-Card, and other policies and best practices.

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Approving P-Card Transactions Training CBT

This self-paced course is intended for P-Card Accountholders and Group Proxy Reconcilers. Topics covered include the responsibilities of the Group Approver, logging into Works, approving, and flagging transactions.

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Reconciling P-Card Transactions and Uploading Receipts CBT

This self-paced course is intended for P-Card Accountholders and Group Proxy Reconcilers. Topics include logging into Works, finding transaction details, editing chartfield string allocations, uploading receipts, and signing off on transactions.

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Purchasing Card (P-Card) Tips and Tricks

This guide provides Works users a quick reference to several tips & tricks for navigating Works throughout the reconciliation and reporting process.

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P-Card Reconciling Transactions Reference Card

This quick reference card covers reconciling P-Card transactions, reviewing and editing transaction details, uploading receipts, and signing off on transactions.

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P-Card Approving Transactions Reference Card

This quick reference card covers how to approve P-Card transactions.

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P-Card Uploading Receipts Reference Card

This quick reference card covers how to upload receipts for P-Card transactions.

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P-Card Running Reports Reference Card

This quick reference card covers how to run P-Card reports in Works.

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