Business and Support Services
Transforming Procurement at Cal State Monterey Bay
We are excited to announce that Cal State Monterey Bay is moving forward with the implementation of the CSUBUY Procure-to-Pay (P2P) system. This important CSU-wide initiative will transform how we order, receive, and pay for goods and services—delivering a more efficient, transparent, and modern procurement experience.
What is CSUBUY P2P?
The CSUBUY P2P system is a fully integrated platform designed to streamline procurement and payment operations across the CSU. This implementation will:
- Automate and consolidate procurement and payment processes
- Reduce manual reconciliation and increase visibility into spending
- Improve internal controls, compliance, and customer service
- Support a systemwide strategy (Multi-U) to manage rising costs and improve service delivery
End User Demo Series
July 29th, 2025; 2:00 - 3:00 p.m.
Covers supplier onboarding, tracking status and registration history, and providing assistance.
Power Point Prestation | Recording
August 4th, 2025; 10:00 - 11:00 a.m.
Provides an overview of the platform used for goods and services, covering shopper vs. requester roles, punchouts and forms (Reqs), cart and form management, persona (BUs) selection, chartfield usage, and the full workflow from submission to PO closure.
Powerpoint Presentation | Recording
September 22nd, 2025; 1:00 - 2:00 p.m.
https://calstate.zoom.us/j/84097021264
Covers key approval rules and processes, including when a requester cannot approve, how financial and compliance workflows function, DOA levels and limits, requisition review steps, handling substitutions, approval actions (return, reject, comment, approve), managing shared folders, and reviewing attachments.
Powerpoint Presentation | Recording
October 1st, 2025; 1:00 - 2:00 p.m.
https://calstate.zoom.us/j/89216700078?pwd=swPRrjPf7NfoAeAjn45pZsGlnXZjti.1
Demo on change orders, carts, and searches covers when and how to submit change orders, their approval workflows, cart creation and management, as well as how to perform and save searches for requisitions, POs, suppliers, vouchers, and payments.
Powerpoint Presentation | Recording
October 8th, 2025; 1:00 - 2:00 p.m.
https://calstate.zoom.us/j/81644973009
Explains the voucher and invoice process, methods of invoice submission, match exceptions, distinctions between 2-way and 3-way receiving, PO ownership and updates, centralized vs. decentralized receiving, and how to verify voucher, PO, and requisition links as well as payment status.
Powerpoint Presentation | Recording
November 3rd, 2025: 1:00 - 2:00 p.m.
https://calstate.zoom.us/j/85778941866
Townhall to provide a collaborative forum where campus users can receive updates, ask questions, share feedback, and gain clarity on the CSUBUY procure-to-pay system.
Powerpoint Presentation | Recording
Timeline & Key Milestones
This date marked the formal start of the CSU-wide implementation effort. Planning, system configuration, and campus coordination activities are now underway.
Campus representatives will test the system using real-world purchasing scenarios to ensure functionality, accuracy, and readiness.
All employees who will interact with the CSUBUY P2P system will receive guided training to ensure confidence and competence ahead of launch.
The system becomes the official platform for procurement and payment processing.