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Department of Forest Biomaterials

Department of Forest Biomaterials. WHAT IS MARKETPLACE?. Interface between selected vendors and the University’s financial system which allows: Access to contracted prices for goods and services Automated approvals for accountability and to ensure compliance with grant restrictions

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Department of Forest Biomaterials

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  1. Department of Forest Biomaterials

  2. WHAT IS MARKETPLACE? Interface between selected vendors and the University’s financial system which allows: • Access to contracted prices for goods and services • Automated approvals for accountability and to ensure compliance with grant restrictions • Automatic transmission of purchase orders to suppliers • Project/account assignment, split-funding, and automatic invoice settlement

  3. MARKETPLACE VENDORS • Scientific/Lab Supplies • Air Gas - National Welders State Contract • Applied Biosystems University specific pricing agreement • Eton Bioscience University specific pricing agreement • Fisher Scientific State Contract • MSWC State Contract • Sigma-Aldrich University specific pricing agreement • VWR International State Contract

  4. MARKETPLACE VENDORS • Shipping • FedEx Education & Institutional Contract Pricing • Campus Services • Wolf Copy • Copy Center • Campus Travel Management

  5. GETTING STARTED SAR Administrator Teresa Sauls teresa_sauls@ncsu.edu

  6. AFTER YOU ARE APPROVED……

  7. HOW TO PLACE AN ORDER ONMARKETPLACE

  8. Accessing Marketplace Enter through “MYPACK PORTAL” on NCSU Homepage

  9. Select “Main Menu”

  10. Select “Financial Systems”

  11. Select “MarketPlace” from Drop-Down menu.

  12. Select “Create Order” from MarketPlace Drop-Down Menu

  13. MarketPlace Vendors

  14. Selection of a vendor on the previous page will access that vendor’s “storefront”.

  15. After selecting the items to be ordered, click on “Checkout”.

  16. The order request is now directed back to NCSU Financial Systems so that accounting information may be entered.

  17. “Requisition Name” should be your initials and a number in sequence (Start with 001).

  18. Select the arrow on the left hand side to access the box where project i.d.s and distributions can be entered.

  19. Project i.d. is typed into “SpeedType Key” if known. Include phase code if there is one. Hit “Enter”. If Project i.d. and/or phase code are unknown, select the magnifying glass to search for it.

  20. To share costs between two or more projects, select the + sign at the far right side of the row. An identical row will then appear where the accounting information and percentages may be entered.

  21. Costs shared between two accounts. WARNING---Do not split between a grant (“5” account) and other accounts. Neither approver will take action on the order and it will “sit” indefinitely.

  22. When satisfied with the entry, select “Save and Submit” to place the order.

  23. Record “Requisition I.D.” number on the log. Order request has now been sent to the approvers for review.

  24. Was My Order Accepted? Not until you receive an email with this subject line: MarketPlaceOrder For "CHE-1273" Has Been Approved

  25. “Manage Orders” option allows for the review of the status of all orders that have been requested, from initial request through invoicing.

  26. Is That All?? Not so fast!!! You still must “receive” your items in the system once they are shipped to you…..

  27. HOW TO RECEIVE ITEMS ON MARKETPLACE

  28. Once an item is delivered, return to “Receive Items” from the MarketPlace Drop-Down menu.

  29. “Receive Items” Page

  30. Check the box/es of those items which have arrived and then click “Receive Selected” at bottom of page.

  31. Choose the date from the calendar beside the “Received Date” box.

  32. After entering date, select “Save Receipt”.

  33. If there are more items to be received, select “Return to Receiving”. Otherwise, “Sign Out” of MyPack Portal.

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