Instagram Combined Shape quotation Created with Sketch. 69

Jaggaer

Jaggaer is our new primary shopping environment and electronic requisitioning, payment and receiving system. It provides a completely electronic and paperless workflow for purchase requisitions, purchase orders, receiving and payment vouchers, and improves efficiency by allowing state and Research Foundation orders to be processed, and campus departments to access all documents, within a single system.

Jaggaer is an online requisition/purchasing tool.  When users shop, items are routed through various stages: From shopping through to any necessary approvals, the purchase order being sent to the supplier, the commodities being received and then the account being payable to the supplier.

Research Foundation is anticipated to begin using Jaggaer in June 2023.

Benefits of eProcurement

  • Savings with lower pricing, ability to leverage combined spending and increased vendor relationships.
  • Efficiencies by reducing manual communication, reducing reliance on paper and utilizing staff for more strategic activities.
  • Compliance by tracking spending to contracts, use of approved sourcing and adherence to procurement law and policies.

Jaggaer Implementation Plan

Phase Departments Anticipated Date
Beta Testing Facilities 10/2021
Implementation Round A Academic Affairs 12/2021
Implementation Round B Enrollment Management, Student Services, Institutional Advancement, President's Office, CTS 1/2022
Research Foundation Research Foundation 6/2023

 

With the transition to Jaggaer as our primary procurement system, the use of procurement cards will remain restricted.

Upcoming Training Opportunities

Join us for two upcoming in-person trainings regarding purchasing rules and regulations and travel guidelines for state business.

For meeting and additional information, contact Regional Procurement Services at (518) 564-3606 or email Sara Munson at smuns004@plattsburgh.edu

Topic Date Time
Making Purchases: Purchasing 101 Friday, November 18, 2022 1–2 p.m.
Travel 101 Friday., November 18, 2022 2–3 p.m.

Jaggaer Basics

In-person training providing overview and introduction to the e-procurement system, Jaggaer. Contact Regional Procurement Services for additional meeting information.

Topic Date Time
Basic User Training Session Fri., September 23, 2022 9 a.m.– Noon
State Account Approver Training Fri.., September 23, 2022 1–2 p.m.

Additional Jaggaer Training

We will be holding continued training opportunities for Jaggaer users throughout Fall 2022. 

To receive the open Zoom session link, please email Sara Munson at smuns004@plattsburgh.edu.

Topic Date Time
Best Practices: Search Orders Wed., November 2, 2022 9 - 10 a.m.
Best Practices: Receivers (Cost, Quantity, and Partial) Wed., November 9, 2022 9 - 10 a.m.
Best Practices: Funds Check Wed., November 16, 2022 9 - 10 a.m.
Best Practices: Finding What You Need Wed., November 30, 2022 9 - 10 a.m.
Best Practices: Jaggaer Tips & Tricks Wed., December 7, 2022 9 - 10 a.m.

Jaggaer Best Practice Videos

The best practice training videos below are available in Sharepoint for those with a Campus Computer Account (CCA).

Helpful Documents

The PDF documents below are available in Sharepoint for those with a Campus Computer Account (CCA).