Need help with eProcurement topics in Core-CT? We’ve assembled a host of training resources, job aids, and more to help you use Core-CT to complete eProcurement tasks. Explore the topics below for more specific guidance and information.
eProcurement eLearning modules
- L100 eProcurement training course - Get to know the basics of using Core-CT for eProcurement for your role with the State of Connecticut. View the L100 eProcurement course transcript.
eProcurement trainings
L200 eProcurement training
- L200 eProcurement presentation deck
- L200 eProcurement recording: 10/10/2024 (MP4), 10/16/2024 (1) (MP4), 10/16/2024 (2) (MP4), 10/21/2024 (MP4), 10/22/2024 (MP4), 10/24/2024 (MP4), 11/04/2024 (MP4), 11/7/2024 (MP4).
- L200 eProcurement transcript: 10/10/2024 (PDF), 10/16/2024 (1) (PDF), 10/16/2024 (2) (PDF), 10/21/2024 (PDF), 10/22/2024 (PDF), 10/24/2024 (PDF), 11/04/2024 (PDF), 11/7/2024 (PDF).
- L200 eProcurement Q&A
eProcurement job aids
- 2025 OPM PSA_POS contract agreement policy (PDF) - Read the Office of Policy and Management Personal Service and Purchase of Service Contract Agreement Policy.
- Approvals: Ad hoc approver or reviewer - Requisition approval chain (PDF) - Learn how to insert an approver or reviewer into a Requisition Approval Chain in Core-CT.
- Approvals: Approve a requisition after editing (PDF) - Learn how to complete the approval process after a requisition has be edited, saved, and submitted into the workflow.
- Approvals: Placing a requisition on approval hold (PDF) - Learn how to place a requisition on Hold or Request Information when more time is needed before making a final decision on approval.
- Approvals: Requisition approvals in Fluid (PDF) - Read an overview of the updated appearance and user interface of Requisition Approval in Oracle's Fluid UI.
- Approvals: Review approval history (PDF) - Learn how to view the approval history of a requisition from the eProcurement Approval page in Core-CT.
- Closing requisitions in the requester's Workbench (PDF) - Learn the process to close a requisition in Core-CT.
- Convert requisition to a procurement contract (PDF) - Learn how to convert a DAS-BID, POS, PSA, or standardization transaction Requisition to a contract.
- Creating requisitions: Add, delete, share templates (PDF) - Learn how to manage personal templates. Find out how to add item templates, share templates with other requesters, view item details within each template, and copy templates that are created by other users.
- Creating requisitions: Adding favorites to favorites group (PDF) - Learn how to create Favorites Groups or move favorite items into an existing group on the Favorites page.
- Creating requisitions: Coding an asset in ePro (PDF) - Learn how to code an asset on a requisition in the eProcurement tile on Core-CT.
- Types of requisitions: DAS-BID (PDF) - A DAS-BID is a requisition used to initiate the bidding process for a procurement that is not currently covered by a contract or is intended to replace an expiring contract.
- Creating requisitions: Defining requisition obligation amounts (PDF) -Learn how to define the State of Connecticut’s anticipated financial commitment for a requisition over a specified time period.
- Creating requisitions: Entering/modifying requisition defaults (PDF) - Learn how to enter and modify Requisition Defaults in Core-CT . This can help save time, especially while creating requisitions with several lines that have the same requirements.
- Types of requisitions: ITD-10 (agency-funded IT purchase) (PDF) - An ITD-10 requisition is used to request the purchase of Information Technology (IT) items or services that require approval from BITS.
- Creating requisitions: ITD-10 (BITS-funded assets) (PDF) - Learn how to create requisitions for IT Assets being acquired with BITM1 (DAS BITS) funding.
- Creating requisitions: Multiple distribution requisition (PDF) - Learn how to create a requisition with multiple distributions in Core-CT.
- Creating requisitions: PCard requisition (PDF) - Learn how to add a PCard to a requisition as the payment method.
- Creating requisitions: Requisition methods (PDF) - See a list of different requisition methods and their descriptions, along with associated goods or services.
- Creating requisitions: Requisition supplier location (PDF) - Find a list of Core-CT supplier locations by type of Procurement.
- Creating requisitions: Searching the state catalog (PDF) - Learn how to search the State Catalog for requisitions in the eProcurement module of Core-CT.
- Types of requisitions: Special request, state catalog, WEB punchout (PDF) - Read an outline for all three methods of creating requisitions using the Requisition Type Requisition in eProcurement: Special Request, State Catalog, and WEB Punchout.
- Creating requisitions: Split funding (PDF) - Learn how to split a purchase across different departments, programs, etc. by creating multiple distributions on one or more requisition lines.
- Creating requisitions: Standardization transaction greater than the CGS/DAS-established dollar threshold (PDF) - Learn how to create a DAS-BID Requisition to initiate a Standardization Transaction. in Core-CT.
- Creating requisitions: Standardization transaction less than the CGS/DAS-established dollar threshold (PDF) - Learn how to create a DAS-Bid to begin a Standardization Transaction in Core-CT.
- Creating requisitons: TSR-EQUIP (PDF) - A TSR-EQUIP requisition is used for ordering telecommunications equipment, such as desk phones, radios, and similar items.
- Creating requisitons: TSR-MACR - A TSR-MACR requisition is used to request telecommunications-related services such as Moves, Adds, Changes, and Repairs.
- Creating requisitions: Using the mass change link (PDF) - Learn how to update multiple line, shipping, or accounting values simultaneously on the Checkout - Submit page.
- eProcurement 101 (PDF) - Get to know the fundamentals with an overview of using eProcurement modules in Core-CT.
- eProcurement FAQs (PDF) - Find answers to common questions about using eProcurement functions in Core-CT Financials.
- GSA contract: Using GSA contracts (PDF) - Learn about General Service Administration (GSA) contracts, which can be approved by the Department of Administrative Services/Procurement Division (DAS), through CGS 4a-66b.
- Manage requisitions: Adding items to a requisition using search (PDF) - Learn how to to add items to a requisition using the Search feature.
- Manage requisitions: Canceling a requisition (PDF) - Learn how to cancel a requisition in Core-CT.
- Manage requisitions: Comments and attachments - Learn how to communicate supplemental. information and requirements to approvers and other Core-CT users using comments and attachments on requisitions.
- Manage requisitions: Copy an existing requisition (PDF) - Learn how to quickly copy a requisition from the Manage Requisitions page regardless of its status.
- Manage requisitions: Resolving budget errors in eProcurement (PDF) - Learn the basic steps to resolve PO and Requisition Budget Errors in Core-CT.
- Manage requisitions: Sourcing Workbench (PDF) - Learn how to correct errors in the Sourcing Workbench of the eProcurement module of Core-CT.
- Manage requisitions: Viewing a requisition copy or printout (PDF) - Learn how to view a printable version of a requisition, either with or without account distribution details.
- Manage requisitions: Viewing budget status (PDF) - Learn how to view pre-encumbrance totals for requisitions that have completed budget checking.
- PSA/POS agency approval (PDF) - Learn the approval process is for PSA and POS Requisition Types Agency Approvers.
- PSA/POS amendment (PDF) - Learn how to create an amendment to a PSA or POS requisition.
- PSA/POS OPM approvals (PDF) - Learn the approval process for PSA and POS Requisition Types Office of Policy and Management (OPM) Approvers.
- PSA/POS pre-authorization process (PDF) - Learn about the pre-authorization process for PSA & POS requisitions.
- PSA/POS requisition (PDF) - Learn how to create and submit a requisition to the PSA/POS workflow in Core-CT.
- PSA/POS scheduling reports (PDF) - Learn how to schedule reports in the PSA/POS approval workflow in Core-CT.
- Role: Catalog viewer role eProcurement (PDF) - Learn about the Catalog Viewer role, which has has been established to provide Requisition Amount Approvers and Chartfield Approvers with view-only access to the state catalog.
- Suburban order manual for punch out (PDF) - Read the user manual and quick tip guide for Suburban Stationers PINfinity Online Ordering.
- W. B. Mason quick reference guide (PDF) - Read the guide and learn about the ordering process from W.B. Mason.