VDOT Only: Excel spreadsheet containing a list of common procurement error messages, an explanation of each, and instructions on how to resolve the error.

VDOT Only: Explains the setup and management of procurement items (i.e., NIGP codes) in Cardinal, including adding a new item, creating a new item/supplier relationship, adding a new unit of measure, and inactivating an item.

VDOT Only: Explains the setup and management of procurement items (i.e., NIGP codes) in Cardinal, including adding a new item, creating a new item/supplier relationship, adding a new unit of measure, and inactivating an item.

VDOT Only: Instructions on how to update, cancel, and review requisitions in Cardinal, including viewing sourcing status, approvals, and related purchasing documents.

VDOT Only: Instructions for creating a purchase order for professional services. Includes creating the purchase order from the contract, and updating the purchase order via a task (change) order. 

VDOT Only: Instructions for creating a purchase order for professional services. Includes creating the purchase order from the contract, and updating the purchase order via a task (change) order. 

VDOT Only: Explains the reconciliation process for WebIMS purchase orders, including steps to ensure aggregate-type POs are fully received before reconciliation and transmitted to eVA.

VDOT Only: Explains the reconciliation process for WebIMS purchase orders, including steps to ensure aggregate-type POs are fully received before reconciliation and transmitted to eVA.

VDOT Only: Instructions for event and bid analysis collaboration, including inviting collaborators, collaborating on the event or bid analysis, and reviewing collaboration results.

VDOT Only: Instructions for event and bid analysis collaboration, including inviting collaborators, collaborating on the event or bid analysis, and reviewing collaboration results.

This job aid provides step-by-step instructions for creating, managing, and viewing Inventory Issuance Requisitions in Cardinal. It specifically covers initiating requisitions, entering ChartField distributions, and validating inventory availability within WebIMS.

This job aid provides step-by-step instructions for managing the full lifecycle of Restock Requisitions and Receipts in Cardinal, including creation and cancellation. It details the integration process with WebIMS for inventory replenishment and outlines how to view associated Purchase Orders.

VDOT Only: Details the setup and administration of Procurement Cards (PCards) and Integrated Supply Services Program (ISSP) cards. ​ Includes instructions for setting up cardholders, correcting errors in the inbound PCard file, running the voucher load process, and running the PO from PCard data extract process.

VDOT Only: Explains how to identify new PCard merchants and add them to the Preferred Suppliers list for SWAM reporting. ​ Includes steps for running the New PCard Supplier Report query and accessing the Preferred Suppliers page in Cardinal.

VDOT Only: Explains the reconciliation process for PCard and ISSP transactions, including verifying each transaction for accuracy and updating existing data/entering new data (e.g., accounting distributions, descriptions, supplier ID, item ID, eVA PO type) as applicable.

VDOT Only: Instructions for reviewing and approving PCard and ISSP transactions. ​ Includes instructions for setting up the approvals pagelet, approving single and multiple transactions, and using queries to review transactions by transaction date.