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Training Resources

In anticipation of Go-Liv, the Project Team is preparing a portfolio of resources to assist the Penn community and suppliers.

Individuals identified by their School or Center to be Preparers or Approvers of non-PO requests will be assigned web-based training in Knowledge Link. The training is assigned based on the roles individuals will assume in the non-PO Payment Request process.  These roles become part of the basis for an electronic workflow process to create, approve and submit non-PO Payment Requests, Non-PO Credit Memos, and Non-PO Special Payment Requests.

As background, a Preparer is a person within a School or Center who can create and submit Non-PO Payment Requests. There is no limitation on the number of Preparers in any given School or Center and anyone with a PennKey can be a Preparer.  These individuals are tasked with accurately creating a Non-PO Payment Request for submission.

Similar to today’s TAC cardholder, an Approver will have the ability to review and approve a Non-PO Payment Request to authorize payment. Each Approver will be assigned a dollar-level approval and can authorize payments up to that amount. An Approver also may forward Non-PO Payment Requests to additional Penn colleagues for approval if needed. It is the responsibility of an Approver to review all of the information on the request, the account string, and any attachments for complete and accurate information, a valid University business purpose, and compliance with all University policies before authorizing it for payment.

Penn Marketplace Enhancements training  is now open for Preparers and Approvers. Individuals required to take to this training will receive notification from Knowledge Link that training is available.There will be two web-based, self-paced training courses:

  • Preparers of Non-PO Requests – this course will build knowledge about the new procedures, processes, and practices related to the Non-Payment Requests and Credit Memos as well as provide instruction for using the application to prepare and submit form requests in Penn Marketplace.
  • Approvers of Non-PO Requests – this additional training module for Approvers will build upon the Preparers’ course by providing instruction about using the application along with the defined workflow to review and approve form requests.

Questions about these courses for Preparers and Approvers may be directed to

Training materials have been provided to the supplier community.  Visit the Reference Guides section of Purchasing's Doing Business with Penn website.

Penn users also have access to a robust series of Frequently Asked Questions (FAQs).  They have been categorized by several topics:  Preparers and Approvers, Non-P.O Payment Requests, Supplier Onboarding, and General Questions.

All Penn Marketplace Enhancements project-related inquiries can be directed to the team via