Training for Jaggaer / TBR eShop

Quick Reminders

• Notate TBR contract number
• Include pre-existing invoice as Internal Attachment
• Check Invoice Already Exists Box if an invoice is attached
• Quotes or proposals included as External Attachment
• Selecting different fulfillment centers (same supplier different address)

Accounts Payable Document Searches

• Document Search for purchase orders not recorded in Jaggaer as received
• Document Search for Receiving Report

Jaggaer Training

Getting Started in Jaggaer

• 1.1 User Registration and Login Training Presentation.pdf
• 1.2 Partially Completed TBR ERP Systems Access Request Form (sent to Jeff).pdf

User Training

• Jaggaer Roles, Entering Requisitions and Approving Requisitions

Approver Training

• 3.2 Assign substitute approver.pdf

Business Cards

• 4.1 Business Card Ordering Presentation.pdf

Reminders

• 5.1 Notate Contract # in Internal Notes Not in Comments.pdf
• 5.2 Check Invoice Already Exists box if an invoice is attached.pdf
• 5.3 Add Invoice as Internal Attachment when Inv Already Exists box is checked (1).pdf
• 5.4 Quotes & Proposals added as External Attachment.pdf
• 5.5 Selecting different fulfillment centers (same supplier different address).pdf

Archived Jaggaer Training Presentations

• User Registration and Login Training Presentation
• Explanation of Users and Roles Training Presentation
• Navigation Tabs Training Presentation
• Creating a Shopping Cart Training Presentation
• Submitting a Requisition Training Presentation
• Approving a Requisition Training Presentation
• Assign Substitute Approver