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.
TOPIC | TYPE | TITLE | DESCRIPTION |
---|---|---|---|
Contract Review | Manual | Procurement Contract Manual | |
Contract Review | Video | Contract Review Playlist | |
Contract Review | Training | Purchasing 102 | |
Card Services | Manual | Fleet Card Manual for Cardholders | |
Card Services | Training | Fleet Card Training for Cardholders | Please note you must first apply for a Fleet Card. |
Card Services | Manual | Fleet Card Manual for Reconcilers | |
Card Services | Manual | PCard Manual for Cardholders | |
Card Services | Training | PCard Training for Cardholders | Please note you must first apply for a PCard. |
Card Services | Manual | PCard Manual for Reconcilers | |
Card Services | Training | PCard Training for Reconcilers | Please note you must first complete PCard Training for Cardholders. |
Card Services | Video | Card Services Playlist | |
Card Services | Manual | Virtual Payables Supplier Manual | |
Procurement | Manual | MarketPlace Manual | |
Procurement | Training | MarketPlace Training | |
Procurement | Video | MarketPlace Playlist | |
Procurement | Manual | Purchasing Manual: Introduction to Procurement | |
Procurement | Training | Purchasing 101 | |
Procurement | Manual | Purchasing Manual: Advanced Procurement Practices | |
Procurement | Training | Purchasing 102 | |
Procurement | Manual | Request for Proposals (RFPs) Manual | |
Procurement | Video | Procurement Services Playlist | |
Supplier Information Management | Manual | Supplier Information Manual for Vendors | |
Supplier Information Management | Manual | Supplier Information Manual for Campus | |
Warehouse Services | Manual | Asset Management and Surplus Manual | |
Warehouse Services | Training | Asset Management and Surplus Training | |
Warehouse Services | Video | Asset Management and Surplus Playlist | |
Warehouse Services | Manual | Shipping and Receiving Manual | |
Warehouse Services | Manual | University Storage Manual | |
Warehouse Services | Video | Warehouse Services Playlist | |
WolfCopy/WolfPrint Services | Manual | WolfCopy Customer Manual | |
WolfCopy/WolfPrint Services | Video | WolfCopy/WolfPrint Services Playlist | |
Year End Planning | Manual | Year End Planning Guide | |
Procurement | Certification Program | Certified Departmental Purchasing Representative | The 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 Services | Certification Program | Payments Professional | The 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) |
Accounting | Manual | Finance Basics Guide | This 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 Tracking | Manual | OMAR Reconciliation and Tracking Guide | This guide outlines the why and they how of transaction reconciliation and tracking. |
Journal Entry | Manual | Journal Entry Manual | The guidelines and instructions in this manual have been developed to assist departments and colleges with the creating journal entries. |
Spending Guidelines | Manual | Spending Guidelines | This 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. |
Travel | Manual | Conference and Meeting Expenses Guide | |
Travel | Manual | The Travel Manual | |
Procurement | Manual | PO Invoice Processing Guide | This guide includes step-by-step instructions ad tutorials for how to upload and process invoices for payment. |
Procurement | Manual | IT Procurement Guide | This 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 Management | Manual | Capital Asset Inventory Manual | Coming soon! |
Procurement | Training | IT Procurement Training | IT 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 Review | Video | Gifts, Grants and Contracts | This 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. |