department of forest biomaterials
DESCRIPTION
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 - PowerPoint PPT PresentationTRANSCRIPT
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Department of Forest Biomaterials
1
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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
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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
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MARKETPLACE VENDORS
ShippingFedEx Education &
Institutional Contract Pricing
Campus Services• Wolf Copy• Copy Center• Campus Travel Management
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GETTING STARTED
How to Register for the MarketPlace
All Categories:Request a MaketPlace Shopper role from your SAR administrator. Complete the 'My Profile' page in MarketPlace (see below).
Shipping:
Request a MaketPlace Shopper & MarketPlace Shipping role from your SAR administrator. Complete FedEx shipping section on the 'My Profile' page in MarketPlace (see below).
SAR AdministratorTeresa Sauls
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AFTER YOU ARE APPROVED……
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HOW TO PLACE AN ORDER ON
MARKETPLACE
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Accessing Marketplace
Enter through “MYPACK PORTAL” on NCSU Homepage
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Select “Main Menu”
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Select “Financial Systems”
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Select “MarketPlace” from Drop-Down menu.
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Select “Create Order” from MarketPlace Drop-Down Menu
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MarketPlace Vendors
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Selection of a vendor on the previous page will access that vendor’s “storefront”.
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After selecting the items to be ordered, click on “Checkout”.
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The order request is now directed back to NCSU Financial Systems so that accounting information may
be entered.
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“Requisition Name” should be your initials and a number in sequence (Start with 001).
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Select the arrow on the left hand side to access the box where project i.d.s and distributions can be
entered.
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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.
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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.
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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.
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When satisfied with the entry, select “Save and Submit” to place the order.
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Record “Requisition I.D.” number on the log.Order request has now been sent to the approvers for
review.
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Was My Order Accepted?
Not until you receive an email with this subject line:
MarketPlace Order For "CHE-1273" Has Been Approved
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“Manage Orders” option allows for the review of the status of all orders that have been requested, from initial request through
invoicing.
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Is That All??
Not so fast!!!
You still must “receive” your items in the system once they are shipped to you…..
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HOW TO RECEIVE ITEMS ON MARKETPLACE
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Once an item is delivered, return to “Receive Items” from the MarketPlace Drop-Down menu.
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“Receive Items” Page
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Check the box/es of those items which have arrived and then click “Receive Selected” at bottom of page.
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Choose the date from the calendar beside the “Received Date” box.
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After entering date, select “Save Receipt”.
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If there are more items to be received, select “Return to Receiving”. Otherwise, “Sign Out” of MyPack Portal.