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Office of Information Technology

IT Training

Financial Documentation

The following documents and interactive tutorials are for REFERENCE USE ONLY. If permissions are needed, a request must be submitted through help.smu.edu. You will then need to complete the online coursework provided in Canvas.

SMU Financials 9.2 Training Guide

This training guide includes detailed instructions on working with journal entries, supplier management, vouchers, payments, and more. 

Training Guide PDF

Journal Entry Interactive Tutorial

Requisition Essentials

The following documents and interactive tutorials are for REFERENCE USE ONLY. If permissions are needed, a request must be submitted through help.smu.edu. You will then need to complete the online coursework provided in Canvas.

eProcurement Interactive Tutorial

 Create a New Requisition

 Creating & Using Favorites

 Create a Web Requisition

Chartfields and Split Item Costs

Customizing Accounting Lines and Chartfields

Split Item Costs: Individual Line Item

Split Item Costs: Multiple Line Items

Manage Requisitions

Manage Requisitions

Manage Shipping Information

 Change Shipping Address: Individual Line Item

 Change Shipping Address: Multiple Line Item

Price Justification and Comments

 Updating Comments on a Requisition

 Attaching a file: Adding Price Justification

Working with Suppliers (Formerly Vendors)

 Searching for Suppliers

 Suggest a New Supplier

Approving Requisitions

 First Approver

 Second Approver: Approving and Denying Requisitions

 Second Approver: Pushback Requisitions

 Manage Requisitions

 Managing Requisition Approvals