Finance, Marketplace & CIW Access

The University of Colorado licenses Oracle's PeopleSoft® finance software to manage our financial transactions. Access to PeopleSoft is required to update the general ledger and to post journal entries (JEs).

The University of Colorado's procurement system, ¶¶Òõ¶ÌÊÓƵ Marketplace, is managed by the ¶¶Òõ¶ÌÊÓƵ System Procurement Service Center (PSC). ¶¶Òõ¶ÌÊÓƵ Marketplace is used to purchase office supplies, computer equipment and more. 

 

A more reliable and modern ¶¶Òõ¶ÌÊÓƵ Identity Manager makes requesting and approving HCM, Finance and ¶¶Òõ¶ÌÊÓƵ Martketplace access easier.

  • Visit the  page to request or approve access
  • Click Boulder IDP

Determine Your Access Type & Find Required Training

To determine which types of access you require review Common Roles and Training. The chart indicates which training(s) you must complete in SkillSoft prior to requesting access. Please wait one (1) day after completing training before requesting access using OIM in order for the training data to transfer from SkillSoft to HCM.

Incompatible Access

Many of the roles in ¶¶Òõ¶ÌÊÓƵ Marketplace work with other roles in order for users to have the access they need to ensure timely processing of accounts payable. Learn more about Incompatible Access.

The University of Colorado licenses Oracle's PeopleSoft® finance software to manage our financial transactions. This is referred to as the University's Finance System (FIN) and is accessed through the campus portal. Access is required to update the general ledger and to post journal entries (JEs).

The Finance System upgrade to PeopleSoft 9.2 more clearly defined two major access roles:

  • FIN: ¶¶Òõ¶ÌÊÓƵ GL Journal Entry 9.2 - for creating journal entries, and
  • FIN: ¶¶Òõ¶ÌÊÓƵ WF Journal UCB Dept Appr - for approvers of journal entries.

For approvers who might also need to create a journal entry, we now offer both roles. Please note that in general, users are unable to approve any journals they create.

Temporary Journal Entry Access

Journal entry access can be granted temporarily in advance of the classroom training. If you requested journal entry access using OIM, and you received an email from identity@cu.edu explaining that training is required, please:

  • Register for the required courses in SkillSoft.
  • Send an email to finance.access@colorado.edu to request temporary journal entry access. Submit your name, a note that you registered for the next classroom training course for journal entries, and the reason for your access: create or approve journal entries. (Budget journal entry access is create only for department level access; approval is only done by Planning, Budget and Analysis.)

The University of Colorado's procurement system, ¶¶Òõ¶ÌÊÓƵ Marketplace, is managed by the ¶¶Òõ¶ÌÊÓƵ System Procurement Service Center (PSC). This is the access used to purchase office supplies, computer equipment and more. Access to this system is provided by the ¶¶Òõ¶ÌÊÓƵ Boulder Campus Finance Access Coordinator. You will work directly with the Campus Controller's Office to obtain access. You will work with your department to determine your purchasing limits.

¶¶Òõ¶ÌÊÓƵ Marketplace Roles

There are several roles for ¶¶Òõ¶ÌÊÓƵ Marketplace available to campus users: Shopper, Requestor, Receiver, Approver, Invoice Match/Exception Approver and Inquiry.

In ¶¶Òõ¶ÌÊÓƵ Identify Manager (OIM), the terms ePro and Marketplace go together to mean the ¶¶Òõ¶ÌÊÓƵ Marketplace system. You can search in the ¶¶Òõ¶ÌÊÓƵ Identity Manager (OIM) Catalog by placing the name of any of those roles in the search bar and clicking enter. From the list of roles that are displayed, select the role that reads MARKETPLACE: ePro (role name).  

Note: There are ten roles that reflect ‘Approver’ in ¶¶Òõ¶ÌÊÓƵ Marketplace; campus department users should either use the:

  • MARKETPLACE: ePro Approver role,
  • MARKETPLACE: ePro Approver Invoice (Invoice Match/Exception Approver) or
  • MARKETPLACE: ePro Approver IA for users who need both the Requestor and Approver roles (added with compensating controls).

Please do not request the other roles within ¶¶Òõ¶ÌÊÓƵ Marketplace. Several of those roles are set up for users with special circumstances, many of them at the PSC.