Learning Resources

If you are looking for procurement resources and training, we have them both! The learning resources listed on this page are designed to support your role and keep you, your department, college, division and the university safe and in compliance with state and federal policies and laws.

New resources, including on-demand video tutorials, are added regularly.

In the table below, you can sort the columns by topic, resource type or resource title. You can also enter select key words in the search box to filter down the results according to your need.

Contract ReviewManualProcurement Contract Manual
Contract ReviewVideoContract Review Playlist
Contract ReviewTrainingPurchasing 102
Card ServicesManualFleet Card Manual for Cardholders
Card ServicesTrainingFleet Card Training for CardholdersPlease note you must first apply for a Fleet Card.
Card ServicesManualFleet Card Manual for Reconcilers
Card ServicesManualPCard Manual for Cardholders
Card ServicesTrainingPCard Training for CardholdersPlease note you must first apply for a PCard.
Card ServicesManualPCard Manual for Reconcilers
Card ServicesTrainingPCard Training for ReconcilersPlease note you must first complete PCard Training for Cardholders.
Card ServicesVideoCard Services Playlist
Card ServicesManualVirtual Payables Supplier Manual
Procurement ManualMarketPlace Manual
Procurement TrainingMarketPlace Training
Procurement VideoMarketPlace Playlist
Procurement ManualPurchasing Manual: Introduction to Procurement
Procurement TrainingPurchasing 101
Procurement ManualPurchasing Manual: Advanced Procurement Practices
Procurement TrainingPurchasing 102
Procurement ManualRequest for Proposals (RFPs) Manual
ProcurementVideoProcurement Services Playlist
Supplier Information ManagementManualSupplier Information Manual for Vendors
Supplier Information ManagementManualSupplier Information Manual for Campus
Warehouse ServicesManualAsset Management and Surplus Manual
Warehouse ServicesTrainingAsset Management and Surplus Training
Warehouse ServicesVideoAsset Management and Surplus Playlist
Warehouse ServicesManualShipping and Receiving Manual
Warehouse ServicesManualUniversity Storage Manual
Warehouse ServicesVideoWarehouse Services Playlist
WolfCopy/WolfPrint ServicesManualWolfCopy Customer Manual
WolfCopy/WolfPrint ServicesVideoWolfCopy/WolfPrint Services Playlist
Year End PlanningManualYear End Planning Guide
ProcurementCertification ProgramCertified Departmental Purchasing RepresentativeThe Certified Departmental Purchasing Representative (CDPR) program is part of NC State’s Business Officer Academy and is designed to support NC State’s staff in their everyday procurement processes. Successful completion of the following courses, in the order they are listed below, is required for becoming a CDPR:

MarketPlace Training
Purchasing 101
IT Procurement Training
Purchasing 102
Card ServicesCertification ProgramPayments ProfessionalThe Payments Professional certification program is part of NC State’s Business Officer Academy and is designed to support NC State’s staff in everyday payment processes. Successful completion of the following courses, in the order they are listed below, is required for becoming a Payments Professional:
1) PCard Training for Cardholders
2) PCard Training for Reconcilers
3) Fleet Card Training for Cardholders (optional)
AccountingManualFinance Basics GuideThis guide offers detailed accounting processes that are beneficial for those who are involved in accounting processes but have not received formal accounting training. Topics include: basic accounting principles, financial data reporting, small purchase vouchers,
chart of accounts and more.
Transaction Reconciliation and TrackingManualOMAR Reconciliation and Tracking GuideThis guide outlines the why and they how of transaction reconciliation and tracking.
Journal EntryManualJournal Entry ManualThe guidelines and instructions in this manual have been developed to assist departments and colleges with the creating journal entries.
Spending GuidelinesManualSpending GuidelinesThis guide has been developed to help employees become knowledgeable of the rules, regulations and precedents that have been put in place to ensure that wise spending decisions are made at all times.
TravelManualConference and Meeting Expenses Guide
TravelManualThe Travel Manual
ProcurementManualPO Invoice Processing GuideThis guide includes step-by-step instructions ad tutorials for how to upload and process invoices for payment.
ProcurementManualIT Procurement GuideThis guide was developed to help NC State remain compliant with state and federal laws, contractual agreements, and campus policies, regulations and rules; to standardize the resources already in place at the university, which reduces the cost of implementation and support; and to speed up the review and approval process, making the procurement of IT more efficient.
Capital Asset ManagementManualCapital Asset Inventory ManualComing soon!
ProcurementTrainingIT Procurement TrainingIT Procurement Training is an online course that is required to become a Certified Departmental Purchasing Representative. The other courses that are part of this certificate program are MarketPlace Training, Purchasing 101 and Purchasing 102.
Contract ReviewVideoGifts, Grants and ContractsThis video goes over accounting for three types of funds commonly received at the university and its affiliated foundations – gifts, grants, and contracts. It is important to distinguish between these types of funds, as they have different requirements for proposals, acceptance, approval, and accounting. In this video, you will learn high-level distinguishing factors between gifts, grants and contracts.