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New "Assign a Cart" Functionality in M-marketsite Enhances User Collaboration

The new "Assign a Cart" functionality allows users to create a draft cart in the M-marketsite and assign it to another user for submission as an ePro requisition. The assignee receives an email notification to review, update, and submit the cart. This feature streamlines the purchasing process by enabling workload sharing, allows departments to better manage order processes, and provides users access to their profiles to save default settings. A note can be added when assigning the cart to facilitate communication.

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New "Assign a Cart" Functionality in M-marketsite Enhances User Collaboration

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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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