What is UD Exchange?
UD Exchange, powered by JAGGAER, is an end to end solution for eProcurement. You may hear the solution referred to as Source to Settle, Procure to Pay, or Req to Check. It helps everyone purchasing on behalf of the University adhere to procurement policy since it centralizes sourcing events such as RFPs, as well as Suppliers, Contracts, Purchasing, and Payments.
How does it work?
Every UD employee is, by default, a Shopper in the system, and can create a cart with items for purchase.
A Requester submits the cart for approval as a requisition.
Approvers review the requisition. Every requisition requires approval by the Cost Object Approver (purpose code owner). Other approvals may be required based on dollar amount, funding source, and commodity.
Department Purchasing Specialists are the department's procurement experts. They review requisitions for compliance with procurement policy and serve as the "named others" on the Table of Authority. They are also responsible for requesting changes to user roles and workflow.
UD Exchange reference materials are located on the Resources & Help Guides page of the Procurement Services website.