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
-
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
- Upcoming 22.3 Release Updates (in Production on Sunday, November 6)
Supplier Specific Guides
General Guides
- Finding Suppliers and Supplier Information in UD Exchange
- Understanding Access in UD Exchange
- Approving Vouchers in UD Exchange
- Updated! Auto Return Troubleshooting Tips
- Troubleshooting Tips
- UDX Mobile App Activation
- UDX Mobile App Navigation
- UDX Profile Settings
- Employee Roles in UD Exchange
- Updating Notification Preferences
- Enhanced Search
- Identifying Requesters of Purchase Orders
- The PO Type Override (POTO) Box
- How to Attach a Packing Slip to a Voucher
-
Shopper Guides
- New! Completing the Honorarium Form
- Modifying Shopping Carts
- Setting Up Ship To Addresses
- Shipping to Home Addresses
- 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 Non-PO Payment Request Form
- Completing the Subaward Form
- Requesting a Waiver of Bid
- Requesting a PO Change Request
- Shopping Using Hosted Catalogs
- Shopping Using Punch-Out Catalogs
- Preparing a Non Catalog Request
-
Requester Guides
- New! Completing the Honorarium Form
- Advanced Change Requests
- Trade-Ins: Submitting a Non-Catalog Request with a Trade-In Item
- Modifying Shopping Carts
- Processing Assigned Shopping Carts
- Adding Default SpeedTypes to your Profile
- Adding Details to Shopping Carts
- Adding Financial Information to Requisitions
- Completing the Non-PO Payment Request Form
- Completing the Subaward Form
- Requesting a Waiver of Bid
- Creating and Processing a PO Change Request
- Submitting a Non-Catalog Request
- Copying Requisitions to New Shopping Carts
-
Approver Guides
-
Department Purchasing Specialist Guides