UD Exchange Resources
Reference Materials
- UNSPSC Code Lookup
- How Do I Buy ...?
- Non-PO Payment Matrix
- NPOP Account Codes with descriptions
- Commodity Code-Account Code Crosswalk PDF | EXCEL
- Commodity Code-Account Code Crosswalk FACILITIES PDF | EXCEL
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Concur Expense Types w/ Account Code Mapping - note: this document is housed on the Controller's Office's website.
- Commodity Reviewers
- Quote Guidance: What should be included on a quote?
- Freight: Recommendations for handling freight charges in UD Exchange
- Subaward Workflow
- Sample Invoice: What an invoice must include to be payable
- About Procurement Help: What it is and when to use it
- Procurement Processes for Award Payments
- Waiver of Bid Request Form - to be used with non-catalog requisition on or after July 1, 2022
UD Exchange Training Resources
UD Exchange Training Courses
- Log into ConnectingU to enroll in training for your UD Exchange role.
UD Exchange How-To Guides
Release-Specific Guides
- 23.2 Release Updates - went live in UIT on Monday, June 19 and will be live in Production on Monday, July 17, 2023.
Supplier Specific Guides
General Guides
- Approving Vouchers in UD Exchange
- Auto Return Troubleshooting Tips
- Employee Roles in UD Exchange
- Enhanced Search
- Finding Suppliers and Supplier Information in UD Exchange
- How to Attach a Packing Slip to a Voucher
- Identifying Requesters of Purchase Orders
- The PO Type Override (POTO) Box
- Troubleshooting Tips
- Understanding Access in UD Exchange
- Updating Notification Preferences
- UDX Mobile App Activation
- UDX Mobile App Navigation
- UDX Profile Settings
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Shopper Guides
- Adding Default SpeedTypes to your Profile
- Adding Details to Shopping Carts
- Adding Requesters to Profile
- Assigning and Unassigning Shopping Carts to and from Requesters
- Completing the Honorarium Form
- Completing the Non-PO Payment Request Form
- Completing the Subaward Form
- Modifying Shopping Carts
- Preparing a Non Catalog Request
- Requesting a PO Change Request
- Requesting a Waiver of Bid
- Setting Up Ship To Addresses
- Shipping to Home Addresses
- Shopping Using Hosted Catalogs
- Shopping Using Punch-Out Catalogs
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Requester Guides
- Adding Default SpeedTypes to your Profile
- Adding Details to Shopping Carts
- Adding Financial Information to Requisitions
- Advanced Change Requests
- Completing the Honorarium Form
- Completing the Non-PO Payment Request Form
- Completing the Subaward Form
- Copying Requisitions to New Shopping Carts
- Creating and Processing a PO Change Request
- Modifying Shopping Carts
- Processing Assigned Shopping Carts
- Requesting a Waiver of Bid
- Submitting a Non-Catalog Request
- Trade-Ins: Submitting a Non-Catalog Request with a Trade-In Item
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Approver Guides
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Department Purchasing Specialist Guides