How To Order From A Purdue Shopping Cart

SRM Purchasing Handbook for

Physical Facilities Staff

Page 2 of 29

Table of Contents

User Settings (Change my settings)

Page 1

Go Shopping

Default Settings (Ship to and Cost assignment)

Page 2-3

Adding Items to Shopping Cart

Page 3

Old PO’s and Templates Ordering

Page 4

Catalogue (BoilerMart) Ordering

Page 5-6

Describe Requirement Ordering

Internal Goods/Services Ordering

Page 7-8

Page 9-10

Completing Each Line Item

•

Entering Cost Assignment

Page 11

•

Entering Documents and Attachments

Page 11-12

•

Entering Ship-to Address/Performance Location

Page 13

•

Entering Sources of Supply/Service Agents

Page 13-15

•

Entering Additional Specifications

Page 15

Adding Approvers

Page 16-18

Executing the Approver Search

Page 19-20

Monitor Shopping Carts

Page 21-24

References

Page 25

Change My Settings

Once logged in to One Purdue portal click on: Purchasing Services

Click on: Work Bench

Click on: Change My Settings

It is critical that each requestor update this information as it is displayed on the PO that is sent to the vendor. This will enable the vendor to contact you as the requestor if

questions arise with the order. (For example, product not available, product backordered, confirmation of order, etc.)

GO SHOPPING

Default Settings for Items

The information displayed defaults from your user profile when your requestor role was established. These settings must be changed prior to adding any line items to the shopping cart. Once changed, these defaults will be inherited by any line item being added to the shopping cart. If one or more line items will have information different than the default, you can change it for those lines only.

Step-by-step approach:

Once logged in to One Purdue portal click on: Purchasing Services

Click on: Go Shopping

Click on: Shop

Click on: Display Details

Below--Fill in top three lines only. Change Ship to Address

See Page 8 for instructions on how to enter Ship to information for General Stores Orders.

Change Cost Assignment

Select the “Type” of account distribution you will be entering along with the account distribution in the “Assigned to” box and “GL Account”. Click on the “Magnifying Glass” to enter the fund associated with your account distribution.

****Physical Facilities Work Orders use “order” only.

The following links contain information on “Cost Assignment” and “Split Cost Assignment”.

http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_Cost_Assignme nt.pdf

http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_EnteringSplitCo stAssignmentonline.pdf

Add Items to Shopping Cart

There are five ways to order in the shopping cart:

• Old Purchase Orders and Templates can be used to copy information from

previous shopping carts or to use standard templates set up by Purchasing

• SciQuest (BoilerMart) can be used to order items from catalog vendors • Describe Requirement can be used to order non-catalog items

• Internal Goods/Services • Printing Services

Old Purchase Orders and Templates

Click on: Old Purchase Orders and Templates

Click on: Shopping Cart to view items to be added OR

Click on: Start to execute search criteria for other carts not displayed

To copy items from a previously entered cart:

Click on: The Check Box for all items to be added

Click on: to add all selected items to the current shopping cart

All information from the selected lines will be copied to the shopping cart and will override any default information you have set.

Catalogue (BoilerMart) Ordering

Once logged in to One Purdue portal click on: Purchasing Services

Click on: Go Shopping

Click on: Shop Click on: BoilerMart

If using the Kirby Risk punch-out, please refer to the following link first:

http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_Accept%20Coo kies%20from%20Kirby%20Risk.pdf

The following links contain information on how to use BoilerMart.

Navigating Home Page:

http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_HomePageNav_ v7.pdf

Search Showcase/Punch Out:

http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_SearchPunchOut _v4.pdf Simple Search: http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_SimpleSearch_v 4.pdf Shopping Cart: http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_ShoppingCart_v 5.pdf Manage Favorites: http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_FavoritesManag e_v6.pdf Carts Tab: http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_CartsTab_v5.pdf History Tab: http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_ViewHistory_v4 .pdf View Profile: http://www.purdue.edu/business/bstraining/BPM/pdf/QRCs/SRM/QRC_View_Profile_v 4.pdf

Describe Requirement

(non-catalog)

Ordering

Once logged in to One Purdue portal click on: Purchasing Services

Click on: Go Shopping

Click on: Shop

Click on: Describe Requirement

For every non-catalog line item, you will need to do the following:

Product Type: Always select the “Goods” radio button. Purdue’s version of One Purdue does not allow us to use the “Services” button. So even if you are purchasing a service (for example - Inspect Elevators) select goods button

Description: Type a “short description”of the item you wish to buy. There are only 37 characters so try to be as specific as possible. There is a vendor text area where you will be able to add additional description under the “Documents and Settings” section of the shopping cart.

Internal note:This field is not required to be completed and will only be seen by you, approvers, and purchasing. Anything you type here will NOT go to vendor.

Quantity: Always order by the quantity you will be invoiced for. You must enter a whole number. Fractions are not allowed. If needed contact vendor to see how they will invoice you. One Purdue requires invoices to match with orders and if not, the payment

will appear on the “Blocked Invoice Report” and will need to be resolved by the Business Office providing approval for payment to Disbursements.

A correct Unit of Measure (UOM) needs to be selected for the quantity entered. To change the unit of measure (example: case, each, dozen, bale, etc), click on the drop down arrow and select the three dots. This will up a page with many different units of measure. Select the UOM you would like by clicking on the abbreviation and this choice will be returned to the cart. (Hint: SAP will save the last several categories you’ve used previously).

Price: Enter the price per unit (each) in the internal notes.

To change the product category, click on the drop down arrow and select the three dots. This will bring up the product category search where you can enter your description in the “Category Description” box. You can enter a partial description with the asterisk * (wildcard) to assist with finding all potential options. Click “Start” to execute the search.

Select the item that best describes your selection and click the link to return that

selection. These Product Categories are delivered with the SAP software and a limited number were chosen to be implemented. (Hint: SAP will save the last several categories you’ve used previously)

Required on Date: This date defaults to today’s date and it should be changed to a meaningful date.

Add to Shopping Cart: Click this button when you have completed all fields and are ready to add the item to the shopping cart.

Repeat the previous steps to add more line items to this order, including shipping if charged for a separate line for shipping costs.

Internal Goods/Services Ordering

Once logged in to One Purdue portal click on: Purchasing Services

Click on: Go Shopping

Click on: Shop

Click on: Internal Goods/Services

Input product number of item needed and click start.

Enter quantity and click on “Add to Shopping Cart”

Click on “Check”, if ok click on “Order”

Regardless of what method you use for ordering an item, you will need to do the following for each line item entered in the shopping cart.

Enter Cost Assignment

If you have not set your Default “Cost Assignment” at the beginning of your order, scroll down to the “Cost Assignment” and expand this section.

Select the “Type” of account distribution you will be entering along with the account distribution in the “Assigned to” box and “GL Account”. Click on the “Magnifying Glass” to enter the fund associated with your account distribution.

Enter Documents and Attachments

If your order is from UNIVERSITY STORES, you must complete the following: Reservation Unloading Point- Click the link and then type in large box below where you would like goods delivered from Stores.

Reservation Goods Recipient- Click the link and then type in large box below to whom you would like goods delivered from Stores.

Vendor Text – Click this link and then type in the large box below. This is where you can put additional detail description about the item being ordered. This information prints with this line item on the PO for the vendor to see. This is the area where you can indicate contact numbers for drop-shippers to reach you at, specify finishes, refer to quotes, etc.

Adding Attachments

To add an attachment to the order, enter a description of the attachment and browse your computer to find the file to add (just like attaching a file to an email). After you locate the file click the “add” button. Do not use any special characters (%, $, #, @, /) when naming the attachment.

If you need to request a new supplier, complete the new supplier request form from the Purchasing website and attach it to the shopping cart.

Enter Ship-to Address/Performance Location

If you have not set your Default “Ship-to Address” at the beginning of your order,scroll down to the “Ship-to Address” and expand this section.

Change your building name by clicking on the binoculars and performing a building search.

Type the name of the goods recipient and building location in the “C/O” field. This will appear on the PO in the deliver to section as described on Page 1.

Enter Sources of Supply/Service Agents

Scroll down to the “Sources of Supply” and expand this section to select your vendor.

There are two methods for choosing a vendor:

• Vendor List – These are vendors that are associated with a product category • Vendor Search – This is the option to choose a vendor of preference

In the example below, the product category of “Cleaning and Janitorial Supplies” was selected for the order. This product category provides a list of 17 vendors (known as a vendor list), that have been associated with this product category. If you choose one of these vendors and the order is under $10,000, the order will be submitted to the vendor without purchasing intervention once the shopping cart is fully approved.

To select a vendor from the vendor list use the arrow buttonsto scroll through the list and if you find a vendor you would like to buy from click the circle next to their name and then click the “Assign Vendor” button.

If you don’t select a vendor from the vendor list or you don’t have a vendor list

displayed, you will have to do a vendor search by clicking on the “Binoculars” next to the “Preferred Vendor” box.

In “Search term 1” box, enter the name of your supplier or a partial name for your desired supplier. (Hint: use “*” on either side of name of vendor to assist with your vendor search). For example, type "Kirby*" to search for Kirby Risk as the vendor. The click the “Start” button at the bottom of the page.

A list will be displayed as shown below.

Scroll through the results and “click the number” of the vendor you want to select. (Hint: if you order from the vendor frequently keep a list of these numbers)

Enter Additional Specifications

Change the “Name of the Shopping Cart” to be something meaningful to you. Different areas have different preferences. In this example, the name starts with the initials of the requestor, a short description of the cart and the date.

You should now click the “Check” button to check your shopping cart for errors. You can also click the “Hold” button to save your order if you would like to continue working on it at a later time.

You can also click the “Refresh” button if you would like to refresh the screen after changing a field.

When you are ready to submit the order, click the “Order” button and the order will be submitted to the first fiscal approver.

Since there is no automatic notification that the first approver has shopping carts waiting for approval in their “Workbench”, you may want to contact them by email or phone to let them know they have an order in the “Inbox”.

Adding Approvers

Repeat these steps for every approver you wish to add

Approvers can be added either by the requestor or any approver in the routing path. It is ultimately the responsibility of the $2,500 Fiscal Approver to build the complete routing path but all approvers should ensure the routing path is accurate and complete. **It seems to work best if approvers are added by expeditors while PO’s are in the inbox.

To add approvers (or reviewers) to the shopping cart look for the link under “Additional Specifications” called “Approver Preview”. Click this link and the “Approval

Preview” box is displayed.

The list of names displayed should represent the appropriate account clerks who have the role of $2,500 Fiscal Approver. If you see names of the OnePurdue project team or other names not associated with your cost center, DO NOT SEND YOUR ORDER. This means that you have or had an error in your cost assignment. If you are the requestor, review your information and make changes as appropriate. Click the “Refresh” button to correct the approval path.

To add additional approvers, click the “Add Approver” Button.

You can add an approver before or after the approver listed. Remember there are no more parallel approvers. Click the “Add Here” where you want to add the next approver. If you are the $2,500 Fiscal Approver, you should add all subsequent approvers after you.

After clicking on the appropriate “Add Here” link, the diagram above will be displayed. Type in the last name of the approver you want to add in the “Approver” box and click the “Find” button. Consider using the “*” on either side of the name just to make sure it comes up, especially if you are unsure of the spelling.

Review the list of names that is displayed. Select the name you would like to add by clicking on the name and then clicking the “Transfer” button.

Executing the Approver Search

To run the approver search, you must know the “Shopping Cart” number. To find the shopping cart number, click on the shopping cart in your “Inbox”.

Click on the “Magnifying Glass” to open the order.

Scroll down to the “Follow-on Documents” Section and click the arrowto open the box.

The Shopping Cart number is listed and should be used to execute the “Approver Search” to verify if additional approvers need to be added to the approval path.

Click on “Workbench” and then click on “Approver Search”. The following window will open.

Enter the Shopping Cart number in the box and click the “Execute” button.

Once the approver search is executed, it will display all required approvers needed for the shopping cart. In this example, the shopping cart requires a Level 1 approver (which is you ;-) and a level 2 approver (since the shopping cart is over $2,500). Please select your financial manager unless they are unavailable to approve the order.

Monitor Shopping Carts

Once logged in to One Purdue portal click on: Purchasing Services

Click on: SRM Administration

Click on: Monitor Shopping Carts

The “Monitor Shopping Carts” provides the ability to check on the status of any user’s Shopping Cart. You can search by a variety of search criteria such as Requestor, Cost Center, Shopping Cart Number, Vendor, and Description and so on.

To search by requestor, click on the “Binoculars”. The following search window opens. Enter the requestor’s last name in the “Last Name” field and click the “Start” Button.

The selection is returned to the main screen. Click the “Start” Button to preview all shopping carts entered by your requestor.

The following is a list of all shopping carts entered by your selected requestor.

To check on the status of this particular order, click the “Shopping Cart Name” to open the cart details.

Click on any line item description or the “Magnifying Glass” to check the status of the order. Scroll down to “Follow-on Documents” to preview all activity that has happened with this shopping cart.

So far a Purchase Order has bee created. By scrolling down in the “Follow-on” documents, you can see that the material has been received and the invoice has been entered for payment to the vendor.

If you see a description “In Purchaser’s Worklist”, that means this shopping cart was routed to Purchasing for processing. Once the Purchasing agent completes their process, the description will turn to the Purchase order number.

REFERENCES

https://www.purdue.edu/purchasing/Helpdesk/index.html

Purchasing Services Home Page - https://www.purdue.edu/purchasing/

Business @ Purdue - https://www2.itap.purdue.edu/bs/BPP/index.cfm

Eproc Mail List – Everyone who has an SRM role is on this list automatically. All SRM related information is sent through this list.

If you are not getting the messages, check your “Junk Mail Folder” to see if the message was delivered there. If so, add this “Sender” to the “Safe List” as follows:

If the message is not there and you have not received any to date, go to the Purchasing Services Home Page and click on the link:

Can’t find a vendor:

If you do not find the vendor you are looking for try using our non-entry/cross reference list @ https://www2.itap.purdue.edu/Purchase/nonentry/ Type in the vendor name to see if they responded with a different name or maybe had a name change. This is similar to the ARIBA non-entry/cross reference list.

What do I need to order?

(catalog order)

University Stores Order

FOR EACH LINE ITEM:

Under documents and attachments I will need to add:

Reservation Unloading Point (Where to deliver items) Reservation Goods Recipient (Who will be receiving the goods)

Under Cost assignment I will need to add: Accounting information:

Fund

Cost Center (or Order if WIP) and G/L account number

Outside Vendor

FOR EACH LINE ITEM: Under Cost assignment

I will need to add: Accounting information:

Fund

Cost Center (or Order if WIP) and G/L account number

If Work order funds used

Under Cost Assignment: Must be set to Order NOT Cost Center

FOR ENTIRE ORDER: Under Notes for Approvers: Add names of people that need added

(Example: Financial Manager, Property Accounting) FOR EACH LINE ITEM:

Click on magnifying glass

FOR EACH LINE ITEM: Click on magnifying glass

What do I need to order?

It is a describe requirement item

(Non-catalogue item)

FOR EACH ITEM:

I need to add description (don’t use the large box it is only for internal approvers to read) quantity (use drop down and click

on “three dots” to select unit of measure ex. Each, case, dozen, etc.), and add price

I need to select Product Category that best fits:

(If you are unsure call purchasing, they can get you the correct number)

To do so go to drop down and select the “three dots”

Enter ONE OF THE FOLLOWING:

In line for category description type name of category as follows: *description*

(Hint: the less you type the more items will be found) Or

If I know the number of the category In Category ID field type the number

Click on the start button and select from the list the category I would like to assign

FOR EACH LINE ITEM: Under Cost assignment

I will need to add:

Accounting information: Fund

Cost Center (or Order if WIP) and G/L account number

FOR EACH LINE ITEM: Under Documents and

Attachments I will need to add:

Vendor Text: anything that I want the vendor to see (reference a quote, shipping instructions, etc.)

Internal note: anything you want approvers or Purchasing to see (people to add as approvers for

example)

Add a document (if you need to attach a quote) works similar to

attaching an email _{Under Sources of Supply/Service Agents} FOR EACH LINE ITEM: I will need to add:

Vendor from preferred vendor list

If none are listed click on binoculars (or type in vendor number if known)

Search term 1 search by vendor name, city located in, or other information you would like to search by

Enter search parameter as follows: *example*

If MIDA or CRR FUNDS USED

FOR EACH LINE ITEM: Under Cost Assignment: Must be set to Order NOT Cost Center

FOR ENTIRE ORDER: Under Notes for Approvers:

Add names of people that need added (Example: Financial Manager, Property

Accounting)

For Each Line Item: