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New Functionality “Assign a Cart”

New Functionality “Assign a Cart”. Fin UL Meeting April 18, 2007. Functionality. Users can shop in the M-marketsite and assign a draft cart to another M-marketsite user who has access to submit M-marketsite ePro requisitions The Assignee will get an email notifying them of the assigned cart

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New Functionality “Assign a Cart”

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  1. New Functionality“Assign a Cart” Fin UL MeetingApril 18, 2007

  2. Functionality • Users can shop in the M-marketsite and assign a draft cart to another M-marketsite user who has access to submit M-marketsite ePro requisitions • The Assignee will get an email notifying them of the assigned cart • The Assignee will be able to review and update the cart in M-marketsite and return the lines to an ePro requisition in MPathways

  3. Practical Uses - Benefits • Department users will be able to share the workload of the Purchasing/ordering process • Browsers will have full access to their M-marketsite Profile where they can save and set default shipping address, ShortCodes, department reference numbers, and assignees • Departments will have even more control over who has access to place orders • Departments can have designated Requisitioners in their unit to whom users can send draft carts (self managed departmental workflow) • Browsers will be able to assign a cart 24/7

  4. New Assign Cart Button

  5. Note to Assignee • When a user is assigning a draft cart they will be able to add a note for the assignee. The note will be displayed in the e-mail the assignee receives.

  6. Assigned Carts are accessed via the Draft Cart folder

  7. Training Documents • M-marketsite documents/Job Aids will be updated with Assign a Cart information • Browse Only documents – are located on the Procurement Services Web Site • On the M-marketsite How To page • http://www.procurement.umich.edu/ • ePro and ePro M-marketsite user documents are located in MAIS LINC

  8. Time Line • Present at Buyers Interchange 4/13/2007 • Train MAIS Helpdesk 4/17/2007 • Present at FIN UL Meeting 4/18/2007 • Make functionality available and send Targeted e-mail 4/23/2007 • After 4/23/2007 Procurement Services Buying Staff, Contract Administrators, and M-marketsite IT Support to meet with customer groups as needed

  9. Questions ?

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