Overview

This knowledge base article provides the necessary training materials to help you utilize all the features of Rowan ProConnect. This user-friendly system streamlines the process of buying and paying for goods and services across the university. The materials in this article will help you get started with Rowan ProConnect, including logging into ProConnect, setting up your default home page or dashboard, definitions and icons, finding help and support, and other links to helpful Rowan ProConnect training articles.

Note: If you are a new employee at Rowan University, you will need access to your FOAPAL before using Rowan ProConnect. For more information, go to the Banner Finance Security website.

Solution

Logging Into Rowan ProConnect

Go to http://go.rowan.edu/rowanproconnect.
Enter your Rowan NetID.
Select Login and complete the Duo two-factor authentication if prompted.

Set Shopper Home Page as the Default Home Page

User can customize their dashboards and set a preferred page as their home page for easy navigation.

Log in to http://go.rowan.edu/rowanproconnect with your Rowan NetID.
Select the User Icon in the top right corner.
Select Dashboards.
Select the Shopping Home tab at the top of the page.
Select the User Icon in the top right corner again.
Select Set My Home Page.
Select Save Changes.
Select the Home Icon in the top left corner. This will now be your default Home Page.

Navigating Shopping Home Page

The Shopper Home page is a one-stop shop for your most recent activity, action items, frequently used forms, and quick links.

If you scroll down, you can also view all of your contracts, vendor requests, and requisitions.

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Vendor Request

Note: First, check to see if the vendor is in the system.
- How to Search for a Vendor
Complete a New Request Vendor Form
- Complete a New Non-PO Banner ID Request
Check the Status of Your Request
Vendor Requests Statuses

Contract Request

What happens after your contract request has been approved? Review the sections listed below:

If a contract request is approved, the contract manager will create the contract record. The record will be submitted to the relevant parties for review and approval, and the contract will be sent for electronic signature by the respective departments.

Purchasing Goods and Services

Note: All users must complete the required fields of their Rowan ProConnect profile before shopping for goods and services in Rowan ProConnect.

Getting Started with Shopping in Rowan ProConnect

Shopper Role:

A Shopper is a role in ProConnect. As a shopper, you can browse for goods or services, add items to your cart, and assign the cart to the requester or requisitioner. Review the training materials below for assistance with Rowan ProConnect, tailored to your role as a Shopper.

Requester/Requisitioner Role:

A Requester/Requisitioner is a role in ProConnect. As a requester, you can review carts assigned to you, make the necessary adjustments, or return them for the shopper to make the adjustments and create a requisition. You can also receive goods or services. You CANNOT approve your goods or services in ProConnect. Review the training materials below for assistance with Rowan ProConnect, specifically tailored to your role as a Requester or Requisitioner. Note: A requisitioner can also shop and create a requisition if a shopper is not involved.

Approver Role:

An Approver is a role in ProConnect. As an approver, you can review your assigned requisitions and invoices and determine whether they should be approved, returned, or rejected. Note: An approver cannot approve their own order, even if they have both the Requisitioner and Approver roles in the system.

Important Definitions and Icons

Navigation Menus

Name	Definition and Icon
Home and Default Page
Shop	order goods and services.
Orders	view your requisitions, purchase orders, change orders placed.
Contracts	request, view, or search contacts.
Accounts Payable	search for invoices, receipts, etc.
Vendors	vendor request, search for a vendor.
Reporting	vendor management, deleted vendors.
Shopping Cart	your current orders or services will be in the cart.
Bookmarks	bookmark your most used page and view your bookmarks.
Action Items	view any actions that need to be completed.
Notifications	view messages.
User Profile	view your profile and dashboards, search for help for a solution.

Shopper Definitions

Shopper Name	Definition
Shopper	Role in ProConnect. Allows you to shop for goods or services you need, create a cart with your items, and assign the cart to the correct requester or requisitioner.
Punchout Catalog	Shop for items or services straight from the vendor's site. You can access the punchout catalog from the Shopping Home page.
Non-Catalog Form	A form used to add products or services to a cart. You can access the form from the Shopping Home page. Examples: standing order requests, services, change orders, sub-awards, and honorarium payments. Each form requires different information to complete.
Shop Search Bar	Search for goods and services.
Assign Cart or Proceed to Checkout	Depending on your role in ProConnect, you can assign the cart, proceed to the requisition, and make any necessary updates. Users with Shopper roles will not have the ability to update accounting information.
Shopping Home Page	Rowan ProConnect's default screen contains the shop search bar and showcases, including punchout catalog and non-catalog forms.

Requester/Requisitioner Definitions

Requester/Requisitioner Name	Definitions
Requester/Requisitioner	Role in ProConnect. It allows you to review carts assigned to you, make the necessary adjustments, or return them for the shopper to make the adjustments and create a requisition. You CANNOT approve your own goods or services in ProConnect. Note: A requisitioner can also shop and create a requisition if a shopper is not involved.
Punchout Catalog	You can shop for items or services directly from the vendor's site, which you can access from the Shopping Home page.
Non-Catalog Form	A form used to add products or services to a cart. You can access the form from the Shopping Home page. Examples: standing order requests, services, change orders, sub-awards, and honorarium payments. Each form requires different information to complete.
Shop Search Bar	Search for goods and services.
Action Items	Items awaiting your action, such as unassigned carts, incomplete carts, incomplete requests, match exceptions, and items pending receiving, will be displayed here.
Shopper Dashboard	It is Rowan ProConnect's default screen. It contains the shop search bar and showcases, including punchout catalog and non-catalog forms.

Contact

Help and Support

For help with Rowan ProConnect: proconnectsupport@rowan.edu

For Contract Inquiries & Submissions: contracts@rowan.edu

General Inquiries & Purchasing Information: requisitions@rowan.edu

Open Public Records Act (OPRA) Requests: opra@rowan.edu

Public Bidding Questions and Correspondence: bids@rowan.edu

Supplier Diversity and Inclusion Questions: supplierdiversity@rowan.edu

Vendor Builds, Questions and Correspondence: vendors@rowan.edu

Rowan ProConnect Training Resources and Support Materials