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SmartCART Manual - Case Western Reserve University

1. To edit or perform another action on a requisition make a selection from the Action dropdown list and click Go Reg ID Requisition Name BU Date Status Budget Total 1000099296 1000099296 CASE1 04 08 2010 Pending Not 1 869 50USD Select Action gt Set Up Financials Supply Chkd Chain i Entered By Nicole NDyme Priority Medium gt Worklist gt Tree Manager gt Reporting Tools 1 gt PeopleTools TA My Personalizations WG My System Profile Requisition Approvals inventory Change Receiving My Dictionary Request Line Information CD3 CD4 CD45 with BD TrucountT Drea sobs Ase Biosciences x f Bio Rad Tubes Conical 1 5 ml Pending Approval 79 50000 USD Laboratories 1000099295 1000099295 CASE1 04 06 2010 Pending Valid 685 62USD Select Action Go 1000099294 testing templates CASE1 04 06 2010 Approved Not 685 62USD lt select Action v Go Chkd i javascript submit ction_win0 document win0 PY_REQSTAT_WRK_PY_COLLAPSE_SECT 0 E Internet 100 Note the status The status Pending Approval indicates there are approvals in the workflow a Click the Req ID link for the requisition to view 1000099296 Page 79 User Manual SmartCART Manual CASE WESTERN RESERVE ERSITY TINT TV UNIS S26 CASE WESTERN RESERVE UNIVERSITY Fer 1826 Worklist Add to Favorites Sign out New Window Help Customize Page Req
2. Manage Requisitions Confirmation Receive Items My Profile gt Services Procurement D Accounts Payable Requested For Nicole N Dyme Number of Lines 3 gt Commitment Control gt General Ledger Requisition Name 1000099292 Total Amount 1 218 05 USD Requisition ID 1000099292 Business Unit CASE1 Description sae i Laie Priority Medium E4300 IntelREG Co Budget Status Not Checked CULT TUBE SC CAP 1 CS 13X100MM Stage 4 Staples PolyBinder 5 EA Green gt Requisition 1000099292 Pending Total Lines 3 Amount and Category Approval Total Amount USD 1 218 05 Pending Ken Fusion lt 5000 Approver Edit Requisition Check Budget View printable version Manage Requisitions Create New Requisition amp internet The Approval page appears If no approvals are necessary the items are approved If there are more approvals needed those will be listed here To review the requisition you can use the Manage Requisitions link Manage Requisitions This completes How to Place an Order from Multiple Vendors using SmartCART End of Procedure Page 59 User Manual MA CASE WESTERN RESERVE SmartCART Manual MUNIVERSITY 26 E l Ship To Locations Procedure Shipping Addresses will now be available within the eProcurement system Users will not need to Modify Shipping Addresses The information below will explain how to choose a different shipping address If your add
3. Total Lines Total Amount USD CASE WESTERN RESERVE UNIVERSITY est 1826 Welcome to the SmartCart Step Action my CASE WESTERN RESERVE UNIVERSITY Fer 1826 Home Worklist Add to Favorites Sign out Menu A eProcurement gt Buyer Center ctSite Punchout Procurement Matrix Create Requisition oer ae tis Place Rapid Order View Shopping Cart Receive tems Nicole N Dyme Mv cte View Order Status Receive tems Fisher Safety P e Pur hOut Partner My Hotlists Order Status My Profile My Templates Review Requisitions gt Services Procurement My Quotes gt Accounts Payable gt Commitment Control gt General Ledger Home Browse by Product Supplier Application Help SAFETY Search Requisition Summary Browse By Product Guan Please add new line in order to SY Substructure Search Controlled Environments Detection and Monitoring save this requisition Sdeedidahdl Certificate Of Analysis e Housekeeping e Air Sampling e Wipers e Gas Detection Total Lines e More e More Total Amount USD Shopping Cart Viev Ergonomics Eyewashes and Showers No items in cart e Back Supports e Combination Eyewash and Shower e Wrist Supports Units More e Drench Hoses For security reasons you More A will be sutomstically logged out after 30 minutes of inactivity Facility Safe e Facility Securi Fall Protection and Confined S
4. YF Check 4aj Translate amp gt Sign In w ow Create Requisition cd tm v Page v G Tools Gi G CASE WESTERN RE SERVE MmapUNIVERS Home Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile Everything co advanced Requisition Summary search There are no lines on this request Please add new line in order to Go to favorites quick order Browse suppliers categories save this requisition Action Items Total Lines Total Amount USD My Orders Carts Recently Completed 5 Ng CASE WESTERN RESERVE 182 Lab Supplies Welcome to the SmartCart i Fisher Airgas sasin IDT P vf Trusted sites Protected Mode On 100 v es a E Microsoft Excel Case Western Reser Create Requisition m gt lt WF 11 57 AM The SmartCART Home page appears Showcased Suppliers are those suppliers that Procurement has chosen to highlight They may be new vendors or those having specials for that month Showcased Suppliers Punch out suppliers are listed by category those listed are the most popular vendors in their category More punchout suppliers may be available than are listed on the home page Click the suppliers link to see the full list of suppliers that are available in the SmartCART system Browse
5. Internet amp 100 3 J A new cart will appear Enter a new Cart Name Pk Altering the Quantity is allowed if the item is a hosted catalog Click the Place Order link Place Order Page 86 CASE WESTERN RESERVE User Manual ee rst 1826 SmartCART Manual Hs CASE WESTERN RESERVE NIVERSI a Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions Receive Items k 1 Define Requisition 2 Add Items and Services My Profile gt Services Procurement Review the details of your requisition make any necessary changes and submit it for approval gt Accounts Payable gt Commitment Control Business Unit CASE1 Case Western Reserve Univ gt General Ledger vi Requester NA001 Nicole N Dyme Currency Requisition Summary Requisition Name Priority Description Requisition Lines Tube Strips and Line Description Vendor Name Quantity UOM Domed Cap C 1 Tube Strips and Domed Cap Stri Bio Rad Laboratories Total Lines Fj Select All Deselect AIl Total Amount USD L Add to Favorite ites 3 Add to Template s Justification Comments C Send to Vendor _ Show atReceipt C Show at Voucher Find more items LE internet 100 roceed to process the requisition as usual This conludes the section how to copy an old cart to re order or add
6. Page 9 User Manual SmartCART Manual The Categories screen appears Each category can be expanded and drilled down for more detail For our example click the Lab Supplies button The category becomes finer by smaller categories For our example click the Cell Biology button v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD Ws OIVENeiHiite VUllipuuUlUS Vice incur SuUU LeLeyuiies El Cell Biology view incl sub categories El Cell Biology Kits view incl sub categories Apoptosis Detection view incl sub categories Cell Lysis view incl sub categories i Cell Proliferation Viability Assays view Add to Favorites General Purpose Cell Biology view incl sub categories i Transfection Reagents and Kits view Cell Biology Reagents view incl sub categories Cell Culture Reagents view incl sub categories Cell Products wiew incl sub categories Eukaryotic Cells view incl sub categories Immunology view incl sub categories Chemical Reagents view incl sub categories Chromatography view incl sub categories Electrophoresis view incl sub categories Information Technology Broadcasting and Telecommunications Laboratory Eq
7. Procurement Matrix Create Requisition Home Support Log Off Cart W 11 98 Manage Requisitions STAPLES Keyword Item Number Set Default Shopping List Items 1 Receive Items Search _ View Order NOT SAVED My Profile 02 10 10 List 1 v gt Services Procurement gt Accounts Payable z gt Commitment Control Products Toner amp Ink Shopping Lists gt General Ledger Shopping Cart Items Requisition Summary There are no lines on this request To locate your saved orders please access Order Status and select the order Please add new line in order to Printable Version save this requisition _ SECURE Total Lines Total Amount USD Available Backorder Unit Extended Qty Ordered Item To Be Shipped Item Description Qty Qty Price Price Symbols Key Item Note STP648919 STP648919 Staples Poly 2 25 EA 11 25 Binder Green 1 Ring Diameter Sub Total 11 25 Estimated Tax 73 Total 11 98 Check Out The Staples shopping cart will appear with all the items purchased If the cart is correct click the Secure CheckOut button Fa Page 43 User Manual SmartCART Manual CASE WESTERN RESE RVE UNIVERSI went CASE WESTERN RESERVE UNIVERSITY Fer R Home Worklist Add to Favorites Sign out Menu v eProcurement Procurement Matrix Create Requisition Home Suppor
8. 1000099292 1 218 05 USD Nicole N Dyme Business Unit CASE1 04 01 2010 Requisition ID 1000099292 Pending Priority Medium Requester s Justification No justification entered by requester Edit Requisition v Line Information Line Item Description Vendor Name Qty UOM Price Curr Latitude a 1 E4300 IntelREG DELL 001 1 0000 EA 1 005 21000 USD D Commitment Control Core gt General Ledger CULT TUBE SC gt SCM Integrations O 2 CAP 13X100MM FISHER SCI 001 1 0000 CS 201 59000 USD gt Set Up Financials Supply Mi Chain 3 Staples Poly Binder EENE o 3 oa Poly Binder CORP EXP 001 5 0000 EA 2 25000 USD 7 Worklist Worklist go Select All Deselect All Worklist Details L E Navigator E3 View Line Details gt Review Edit Approvers Enter Approver Comments Change My Password f My Personalizations My System Profile My Dictionary Approve Deny Return to Worklist Mi gt a internet 100 The Requisition Approval screen appears As in all requisitions being approved you can Edit the Requisition or Approve or Deny it NOTE Editing at this point will not update the SmartCART so the Requistion and Purchase Order will not be in sync when doing historical searches To Approve the Requisition click the check box for the item s to approve Page 74 CASE WESTERN RESERVE User Manual NINERS ITY ueia SmartCART Manual Case WESTERN RESERVE UNIVERSI prt Ho
9. Action Items My Orders i Carte Rerenth Camnleted 5 re Jo Trusted sites Protected Mode On lt ES E https fintrn case edu psp fintrn EMPLOVEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAMPTCN x Google P File Edit View Favorites Tools Help yConvert v P Select Contribute E Edit in Contribute Fj Post to Blo Google 2B Search B gt py GB shares Ge I Sidewiki P Check gt 3 Translate gt amp O Signin We ft Create Requisition ED BL y aby Ep Page G Took 7 H G cas WESTERN RESERVE UNIVERSITY he tie z Worklist Add to Favorites Sign out Menu i v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items __ MyProfile Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD Always include similar terms for searches Hide Advanced Search on search results vf Trusted sites Protected Mode On stern Reser A lt Page 69 CASE WESTERN RESERVE UNIVERSIT ent User Manual SmartCART Manual 6 Click the Always include similar terms for searches option MO ip Free Hotmail Windows E Edit View Favorites Tools Help Convert P Select e Mba f Bse B st We fe Create Requisition CAS
10. End of Procedure Page 76 CASE WESTERN RESERVE User Manual ES IE oag SmartCART Manual Manage Requisitions that were created in SmartCART This section will explain how to view and manage the created requistions from SmartCART Procedure To begin log into Financials and navigate to the SmartCART Home page K CASE WESTERN RESERVE Bae UNIVERSITY pas Personalize Content Layout gt My Favorites gt Employee Self Service gt Vendors gt Purchasing gt eProcurement gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger gt Case Departmental Deposits gt Case Petty Cash Management gt SCM Integrations gt Set Up Financials Supply Chain gt Worklist gt Tree Manager gt Reporting Tools gt PeopleTools My Personailizations My System Profile My Dictionary Fr Qe Internet The navigation path for Manage Requisitions is not different for SmartCART Click the eProcurement link Page 77 User Manual SmartCART Manual Page 78 Bap UNIVERS CASE WESTERN RESERVE gt My Favorites gt Employee Self Service gt Vendors gt Purchasing v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger gt Case Departmental Deposits g
11. Manage Requisitions Receive Items Ck L Define Requisition 2 Add Items and Services My Profile Review the details of your requisition make any necessary changes and submit it for approval Business Unit CASE1 Case Western Reserve Univ Requester TRNAOO1 Nicole N Dyme epee Seema Description Qty UOM Requisition Lines CD ICESB Penguin 1 LBS Line Description Vendor Name Brand D 7 1 CDICESB Penguin Brand Dry Airgas Great Lakes Inc RITT T Consolidate with other Reqs Override Suggested Vendor Total Amount USD Shipping Line 14 Due Date EJ Quantity 1 0000 Status Active ShipTo CEDARAP Q Review Shipping Address Quantity UOM Pounds Attention Nicole N Dyme Amt at z P Customize Find View All Bs First Last Accounting Lines Find Chartfields1 Penaas Line Percent Amount Speed Type Account Event Fund Dept Project Class 1 100 0000 1 95 Q 531200 Q Q 97600 261221 10 C Select All Deselect All L Add to Favorites Add to Template s Justification Comments LE internet To see the current address associated with the Ship To code Click the Review Shipping Address link Review Shipping Address Page 103 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSITY 26 1 K CASE WESTERN RESERVE AJ UNIVERSITY EST 1826 7 eProcurement gt Buyer Center Procurement Matrix oe Create Requisition
12. WY CASE WESTERN RESERVE BUNIVERSITY sr 1826 SmartCART Manual Created on 6 3 2010 11 37 00 AM COPYRIGHT amp TRADEMARKS Copyright 1998 2009 Case Western Reserve University Information Technology Services Customer Service and Support CAPS ERP CASE WESTERN RESERVE User Manual SmartCART Manual Table of Contents POPE CC ANG A EA OEE E O E EEA EN EEE A NEE T O EEE TT 1 Using the SmaritCAR T syste essesi nense r n eoi EE NED E a 2 Viewing Vendors and new vendors sssssccscooococcccccccsccoscccccccscsossesssessssosssossssssssssssssssssssssssssso 12 Ordering from a Hosted Catalon waa seccceeessicesesiecedcserescessstecedsassssecsessecedcasteseussstecedeussssecsestecedeass 15 Ordering from Dell in SmartCART eeeeeeececeeeccccccccccccccccccccececececcecceccccececcececcecceccccececsceseeeee 29 Ordering from multiple vend Ors ssevsssccsevcasccscecsssccevesecsscsssesessssessestustsweccusseasesbusesecsuscecssseseeceseus 38 Smp Fo Location creron r E EEE REE 60 viewing Carts and Drail Caris ccsccsesersssssesescasssesscosenesacevesessssesesss cosasesetetessaneessbesscossnsss ccseveeses 64 Scarching in Smart AEC secs cass scessetssececstheceasatacscesusavcansetusteussthscensatacsesssssccncetusteassthesescetncdessusaes 68 Approving Requisitions ordered in SmartCART ccccssssssssssssssssssssssssssssssssssssssssssssssees 73 Manage Requisitions that were created in SmartCART cccccccccssscsssssssssscssccsccccsccssss
13. gt Set Up Financials Supply Nicole N Dyme 03 29 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 Chain REQ 1D 1000099289 gt Enterprise Components Requisition 1861 Nicole N Dyme 03 29 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 Worklist REQ 1D 1000099288 Worklist Details Requisition 1841 Navigator Nicole N Dyme 03 25 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 REQ _1D 1000099286 Requisition 1832 Nicole N Dyme 03 18 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 REQ 1D 1000099285 Requisition 1791 Nicole N Dyme 03 17 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 REQ 1D 1000099281 Requisition 1821 Nicole N Dyme 03 17 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 REQ 1D 1000099284 Requisition 1801 Nicole N Dyme 03 17 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 REQ 1D 1000099282 Daruticitinn A764 P Internet The Worklist screen looks the same choose a requisition by clicking on the detailed link for example Requisition 1881 BUSINESS_UNIT CASE1 REQ_ID 100009929 in the link column Page 73 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSIT Ai CASE WESTERN RESERVE UNIVERSITY ra B26 Worklist Add to Favorites Sign out Requisition Approval
14. 685 62USD 685 62USD 700 00USD 1 218 05USD F ke Internet lt Select Action Select Action lt Select Action Select Action lt Select Action CASE WESTERN RESE UNIVERSIT Y Sign out RVE IAA As you can see the Requisitions that were created in SmartCART appear the same as those created using the Special Item option Click the Select Action dropdown to see options for the Requisition lt select Action Click the Circle of Life icon to see the status of the processing of the Requisition ASE WESTERN RESERVE User Manual 25 22 2S ie SmartCART Manual ERN RESERVE SrIET A Home Worklist Add to Favorites Sign out New Window Help Customize Page Manage Requisitions vy Search Requisitions To locate requisitions edit the criteria below and click the Search button v eProcurement Business Unit CASE1 Q Requisition Name gt Buyer Center bee Procurement Matrix Requisition ID Request Status All but Complete V Budget Status Q Create Requisition Date From 04 01 2010 E Date To 04 08 2010 BI Manage Requisitions Receive Items TRNA001 Q Entered By Q PO ID My Profile gt Services Procurement gt Accounts Payable gt Commitment Control Requisitions To view the lifespan and line items for a requisition click the Green Circle icon D
15. Accounts Payable gt Commitment Control gt General Ledger Cart Name 2010 04 08 TRNAOO1 01 Prepared for Nicole N Dyme Requisition Summary Select a different user There are no lines on this request Prepared by Nicole N Dyme Please add new line in order to Supplier Line Item Details save this requisition Show line details For selected line items Add To Favorites Total Lines BD Biosciences E more info Total Amount USD idii Size Unit ji B Product Description n Catalog No Packaging Price Quantity Ext Price F CD3 CD4 CD45 vith Trucount Tubes FITC PE PerCP Anti Hu 340402 SOTEST 895 00 2 EA Clone SK7 50 tests more info EA 1 790 00 USD oO Supplier subtotal 1 790 00 USD Bio Rad Laboratories ET more info Product Description Catalog No Size linit Quantity Ext Price o Packaging Price Tubes Conical 1 5 ml ore info 2240100 1 5mL 79 50 79 50 USD EA Supplier subtotal 79 50 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal 1 369 50 here are for estimation purposes budget checking and workflow approvals Taxi 0 00 Tax2 0 00 Shipping 0 00 Handling 0 00 Total 1 869 50 USD a Internet 100 25 The cart that has been created appears Name the cart by clicking in the Cart Name field In our example enter Lab 2 Order 26 When ready to buy
16. CASE WESTERN RESERVE UNIVERSITY Pa E Menu Procurement Matrix Create Requisition Manage Requisitions Receive Items Requisition Summary There are no lines on this request Always include similar terms for searches Hide Advanced Search on search results lL l ile ED internet A new box Change Search Preferences will open Click the check box Always include similar terms for searches option 22 Click the Save button save Note the Preferences Saved text in the bottom right of the Advanced Search box 24 To return to the Shop at the Top box click simple search in the top right of the Advanced Search box To see all vendors and suppliers in SmartCART click the suppliers link next to Browse Page 7 User Manual SmartCART Manual D Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD CASE WESTERN RESERVE i UNIVERSIT Y 1626 CASE WESTERN RESERVE UNIVERSITY ia P Home Worklist Add to Favorites Sign out icole N Dyme profile cost A Browse by Supplier favorites Supplies 1 item s 22 00 USD
17. Case Software Ted Remove Item OptiPlex 960 OptiPlex 960 Small Form Factor Base Up to 90 Percent Efficient Power Supply Create Order Requisition Qty Unit Price 1 819 99 Genuine Windows Vista Business SP2 Downgrade XP Professional Installed E gt Adjust System Estimated Ship date 4 26 2010 Update Total Sub total 819 99 Sub total 819 99 Tax Create Order Requisition g Print Cart Continue Shopping Save as E quote Click the Create Order Requisition button Create Order Requisition Choose the correct option for Trade Compliance In our example click the I WILL NOT export this order outside the United States option _Trade Compliance Page 47 User Manual SmartCART Manual i CASE WESTERN RESERV E L Iy i i i IAZ CASE WESTERN RESERVE UNIVERSTTY a ila Home Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center J SelectSite Punchout Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement i gt Accounts Payable Systems v Standard Configurations v Software amp Peripherals v gt Commitment Control gt General Ledger Case Western Reserve University Institutional Purchases faa Shop Windows Life without Walls Requisition Summary Secure Shoppin There are no lines on this request S hi pping im pping Guarantee Please add new l
18. F amp Internet A 100 The cart will appear Review the cart In some cases a Modify Items and or View Items option will appear above the item This is dependent on the vendor and type of catalog that was used to place the order Page 92 For our example click VIEW ITEMS to see the details about the purchase Click the VIEW ITEMS link 1ODIFY ITEMS VIEW ITEMS The example vendor is a punchout so the system is going to the vendor website User Manual SmartCART Manual eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement b Co coast megana gt General Ledger PO VI EW E oe Guarantee Windows Life without Walls Dell recommends Windows 7 Requisition Summary There are no lines on this request Order Date and Time April 08 2010 1 01 PM CST Shipping amp Handling Method Payment Method No Charge Lowest Cost 3 5 Day Delivery Credit Terms Total Lines ee Code Total Amount USD Contact Information fea View Print Cart Please add new line in order to save this requisition Optiplex 960 SFF w Case Software Date amp Time April 08 2010 12 52 PM CST SYSTEM COMPONENTS Optiplex 960 SFF w Case Software Qty 1 OptiPlex 960 Small Form Factor Base Up to 90 Percent Unit Price 819 99 Efficient Power Supply Genuine Windows Vista Business SP2 Downgrade XP Professi
19. Menu El v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD pee BG wal Substructure Search EAk Certificate Of Analysis Total 201 59 Checkout For security reasons you A will be automatically logged out after 30 minutes of inactivity CASE WESTERN RESERVE NIVERSI 1 Ai Home Worklist Add to Favorites Sign out P SelectSite Punchout CULT TUBE SC CAP 13X100MM M CS has been added to your cart Fisherbrand Reusable Glass Tubes with Phenolic Screw Caps gt O D x L 13 x i s Fisherbrand Reusable High quality Borosilicate Glass Closure Black phenolic screw cap With white rubber liner With marking spot O D x L 13 x 100mm No Per Tray 500 Case of 1000 See Details hy a 1 Accessories recommended for you a Accessories Fisherbrand Reusable Glass 02 707 10 Tubes with Phenolic Screw Caps 0 923mm Closures ball of Green 1000 for Add to Hotlist Add to Cart Fisherbrand Reusable Glass she 02 707 11 Tubes with Phenolic Screw N 100 p E P F amp Internet 32 Page 54 Note the item purchased appears
20. Thank You For Coming S N 7 a d mRD Factiies Ww Trusted sites Protected Mode On Click the my recent requisitions object my recent requisitions Page 83 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSIT EI I l Ai MA CASE WESTERN RESERVE MSBUNIVERSITY gs6 v eProcurement gt Buyer Center Procurement Matrix TREEGE catalog No SKU YE O es oi ates home shop favorites forms history settlement profile Manage Requisitions active cart draft ts fav Receive Items My Profile gt Services Procurement gt Accounts Payable b Commitment Control My Recent Requisitions gt General Ledger Requisition No Requisition Name Requisition Date Time Requisition Total ct Draft Ca dd Iten a or 379900 2010 04 06 TRNAOO1 02 4 6 2010 4 10 PM 284 00 USD resubmit cart Requisition Summary 380810 Lab 2 Order 4 8 2010 1 12 PM 1 869 50 USD resubmit cart There are no lines on this request 377987 2010 03 30 TRNA001 01 4 6 2010 2 14 PM 1 959 60 USD resubmit cart Please add new line in order to save this requisition 379793 2010 04 06 TRNAOO 1 01 4 6 2010 2 11 PM 700 00 USD resubmit cart i 379904 2010 04 06 TRNA001 02 4 6 2010 4 27 PM 685 62 USD resubmit cart Total Lines Total Amount USD F amp Internet A list of My Recent Requisitions appears Click on one of the Requisition No link For this example click 379793 Page 84 CASE W
21. Total Lines Total Amount USD Review and Submit f Trusted sites Protected Mode On CASE WESTERN RESERVE UNIVERSITY fen E Worklist Add to Favorites Sign out eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions Receive Items Ek 1 Define Requisition B 3 Review and Submit My Profile a a g i Add lines to the requisition specifying the information necessary to procure each item or service Search Favorites Templates SmartCART Special Request Merchant Description Requisition Summary Am cout SmartCART 7 There are no lines on this request Please add new line in order to save this requisition Review and Submit Total Lines Total Amount USD vf Trusted sites Protected Mode On Page 3 User Manual SmartCART Manual STERN RESERVE Click the SmartCART link SmMatlART rv eProcurement gt Buyer Center Procurement Matrix i Manage Requisitions Receive Items My Profile gt Services Procurement vant gt Accounts Payable ve ing Go hanad gt Commitment Control Lco search D General Ledaer x history settlement Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items Showcased Suppliers Please add new line in order to My Orders save this requisition ron Car
22. ZEREA Catalog No SKU eh o profile ia shop settlement home shop forms history settlement Click to expand Search for Supplier Filter Showing 1 10 of 10 results back to shop Page Size 20 v Sortby Best Match w q Page 1 w of1 P legend Supplier Name Type Preference Supplier Name Type Preference Airgas Great Lakes Fisher Scientific Apple Computer Grainger BD Biosciences Integrated DNA Technologies Inc Bio Rad Laboratories R amp D Systems Inc Dell Staples Advantage Page Size 20 v q Page 1 w of 1 b The list of vendors page opens through the bullseye icon vf Trusted sites Protected Mode On Punch out Suppliers are indicated by the arrow Hosted Catalog Suppliers are indicated by an open book icon To return click the back to shop link in the top right of the page Page 8 UNIVE KS CASE WESTERN RESERVE ent een 1 ret S20 MA CASE WESTERN RESERVE ASM UNIVERSITY Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD w B26 cout Home Shop home shop favorites settlement PAARA Catalog No S
23. 06PM Page 71 User Manual SmartCART Manual The search returns all items with the keywords you entered from all Hosted Catalog suppliers Way CASE WESTERN RESERVE To purchase an item from your search proceed to enter the amount and add to your Cart Process the order and cart 10 This completes how to search Hosted Catalogs in the SmartCART system End of Procedure Page 72 CASE WESTERN RESERVE User Manual HIVE RSE 826 SmartCART Manual l i rh Approving Requisitions ordered in SmartCART Procedure To begin log into Financials and click your Worklist to begin CASE WESTERN RESERVE UNIVERSITY aiga Home Workist AddtoFavorites Sign out E New Window Help Customize Paae Worklist for TRNA101 Ken Fusion Detail View Work List Filters Date From Work Item Worked By Activity Priority Link gt eProcurement Requisition 1881 gt Services Procurement Nicole N Dyme 04 01 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 gt Program Management REQ 1D 1000099292 gt Project Costing Requisition 1872 gt Accounts Payable Nicole N Dyme 03 30 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 D eSettlements REQ 1D 1000099291 Requisition 1871 o E Nicole N Dyme 03 30 2010 Approval Routing Approval Workflow 2 Medium BUSINESS UNIT CASE1 gt General Ledger REQ 1D 1000099290 gt SCM Integrations Requisition 1862
24. Case Departmental Deposits gt Case Petty Cash Management gt SCM Integrations gt Set Up Financials Supply Chain gt Worklist gt Tree Manager gt Reporting Tools gt PeopleTools My Personalizations My System Profile My Dictionary 1 Page 38 Jv Trusted sites Protected Mode On Click the eProcurement link gt eProcurement Click the Create Requisition link You may also follow the navigation on the left Menu to Create Requisition Create Requisition The Create Requisition screen appears Click the 2 Add Items and Services link 2 Add Items and Services User Manual SmartCART Manual Click the SmartCART link SomatlaArRy CASE W ESTERN RE SERV E IVERS Y v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement venta gt Accounts Payable ve ing advanced gt Commitment Control Lco search gt gt General Ledger Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request E l equ Action Items Showcased Suppliers Please add new line in order to My Orders save this requisition Carts Recently Completed 5 Total Lines eO O RD BD CASE WESTERN RESERVE Total Amount USD Punch out Lab Supplies Welcome to the SmartCart Airgas Office Compu
25. Dept gt Buyer Center Pooma tai 14 100 0000 1 790 00 JoPR261221 Q 531200 Q Q 97600 261221 Create Requisition Manage Requisitions O 2 Tubes Conical 1 5 ml Bio Rad Laboratories 4 0000 Each Receive Items z My Profile Consolidate with other Reqs M Override Suggested Vendor gt Services Procurement b Acana Parie Shipping Line 1 Due Date E Quantity 1 0000 D Commitment Control Status mee ShipTo CEDARAP Q Modify Shipping Address Attention Nicole N Dyme Requisition Summary Accounting Lines Customize Find View All BH First L Last Chartfieldst Ponas Line Percent Amount Speed Type Account Event Fund Dept Project Class 14 100 0000 79 50 OPR261221 Q 531200 Q Q C Select All Deselect All Total Amount 1 869 50 U L Madd to Favorites Add to Template s Justification Comments C Send to Vendor _ Show at Receipt C Show at Voucher Find more items o B nene o Qio Page 25 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSIT 2c Note that the Requisition Summary on the left is populated with the 2 items we ordered from the hosted catalogs If the Ship To will be to a location that is not the default your Case ID click the lookup icon to search locations See the section Ship To Locations for details on using the new Ship To address ASE WESTERN RESERVE NIVERS Worklist Add to Fa
26. General Ledger Status Requisition No Requisition Name Requisition Date Time Requisition Total ave ces 379793 2010 04 06 TRNAOO1 01 4 6 2010 2 11 PM 700 00 USD resubmit cart resubmit cart There are no lines on this request 377987 2010 03 30 TRNA001 01 4 6 2010 2 14 PM 1 959 60 USD resubmit cart Please add new line in order to save this requisition 379904 2010 04 06 TRNAOO1 02 4 6 2010 4 27 PM 685 62 USD resubmit cart 379900 2010 04 06 TRNA001 02 4 6 2010 4 10 PM 284 00 USD resubmit cart Total Lines Total Amount USD a internet 100 Click the 380810 link The My Recent Requisitions screen appears There will be a list of all the SmartCART purchases with the name date time total dollar amount purchased Click the Cart number link of the cart you would like to view EEDEST Page 65 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVERSITI Ai WMA CASE WESTERN RESERVE ASM UNIVERSITY AE Workiist Add to Favorites Sign out v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger H s Comments History Requisition Summary There are no lines on this request Please add new line in order to Summary Taxes S amp H Hide header General save this requisition Lab 2 Orde
27. Green Total Lines Total Amount USD 1 EA 1 CS 5 EA 3 1 218 05 fan UNI BETI Worklist Create Requisition Ek 1 Define Requisition 2 Add Items and Services Review the details of your requisition make any necessary changes and submit it for approval CASE1 Case Western Reserve Univ Nicole N Dyme Requisition Lines Line Description Vendor Name Quantity UOM J 1 Latitude 4300 intelREG CoreTM Dell Computers a 1 2 CULTTUBE SC CAP 13X100MM M CS Fisher Scientific Company LLC 2 3 Staples Poly Binder Green 1 Corporate Express C Select All Deselect All L Add to Favorite avorites 93 Add to Template s Justification Comments VERSITY Add to Favorites Sign out C Send to Vendor Show at Receipt Show at Voucher items Find more i O 8 nenet Click the Expand Section button Cast WESTERN RESERVE UNIVERSI v eProcurement Page 58 gt Buyer Center Procurement Matri IX Create Requisition Manage Requisitions Receive Items My Profile Requisition Summary Description Latitude E4300 IntelREG Co CULT TUBE SC CAP 13X100MM Staples Poly Binder Green Total Lines Total Amount USD Qty UOM 1 EA cs 5 EA 3 1 218 05 per 126 Worklist Create Requisition Define Requisition 2 Add Items and Services Review the details of your requisition make any necessary changes and submit it f
28. Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD E WESTERN RESERVE Ey 1 ESI wah CASE WESTERN RESERVE se B26 profile ipplier Click to expand Search for Supplier Filter Showing 1 10 of 10 results Page Size 20 bi Sort by Best Match Match User Manual SmartCART Manual Home Worklist Add to Favorites Sign out history settlement back to shop q Page 1 Ml oF 4 gt legend Supplier Name Type Preference Supplier Name Type Preference Airgas Great Lakes Apple Computer BD Biosciences AT Bio Rad Laboratories soi Dell Page Size Fisher Scientific Grainger Integrated DNA Technologies Inc R amp D Systems Inc Staples Advantage q Page 1 vlofi gt P Internet Q100 suppliers Click a Hosted Catalog Suppliers icon Hosted Catalog Suppliers are indicated by the open book icon in the list of Page 17 User Manual SmartCART Manual Ban UNIVERS Menu El v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition S
29. Management gt Resource Management D Lease priere Create New Requisition Inquire Change Request Inquire Receipts Requisition Report gt Travel and Expenses gt Travel Administration gt Billing gt Accounts Receivable gt IT Asset Management gt Banking gt Cash Management a internet 100 The Joe Case requisition is in the list of Requisitions and shows a status of Approved The Purchase Order will be dispatched within 20 minutes of approval submission Use the Select Action dropdown to manage the requisition However editing a SmarCART requisition that has been approved is not possible The PO process for SmartCART items runs about every 20 minutes lt select Action The completes the section about approving and managing Window Shopper orders in SmartCART End of Procedure Page 96 CASE WESTERN RESERVE User Manual 826 SmartCART Manual Appendix Best Practices using SmartCART Procedure SmartCART is an additional way to purchase items from vendors using eProcurement This section lists some best practices when working with SmartCART purchases that will make your work easier and navigation through the history easier Search Preference Set up your search to be able to find similar terms Click Advanced Search in Shop at the Top gt Search preferences gt Make sure Similar terms box is checked See Using the SmartCART System section in this manual for detailed screen shots and in
30. N Dyme x x Select a different user There are no lines on this request R Prepared by Nicole N Dyme Please add new line in order to Supplier Line Item Details Save this requisition Show line details For selected line items Add To Favorites Total Lines Dell more info Total Amount USD The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more details Click the link to MODIFY ITEMS VIEW ITEMS Punch out returned 3 25 2010 10 21 07 AM aa 1 Size eect Description Catalog No a naian Quantity Ext Price OPTIPLEX 960 MT OptiPlex 960 Minitower Base 90 Percent Efficient 224 8146 EA 979 80 1EA 979 80 USD F Power Supply 4 more info Supplier subtotal 979 80 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal 979 30 here are for estimation purposes budget checking and workflow approvals Taxi 0 00 Tax2 0 00 Shipping 0 00 Handling 0 00 Total 979 30 USD 1 item remaining Downloading picture http usertest sciquest com app_docs art printer png E wW Trusted sites Protected Mode On The system will return you to the Financials system and integrate your order into SmartCART To add more items to your order from the same or different vendor click the Add Products link More information is available in the se
31. Punchout Procurement Matrix Create Requisition Home Support Log Off Cart W Manage Requisitions Keyword Item Number Set Default Shopping List ee o Desi 02 10 10 List 1 I View Order NOT SAVED My Profile A dvan D Services Procurement tage gt Accounts Payable gt Commitment Control Products Toner amp Ink shopping Lists gt General Ledger Category Art amp Drafting Supplies 852 All your breakroom needs m E Binders amp Accessories 1411 es Business Cases amp Accessories 222 in one convenient place Calendars amp Organizers 896 Facility Maintenance 750 Filing amp Record Storage 4551 Foodservice amp Breakroom 1 Total Lines Forms Recordkeeping amp Total Amount USD References 624 General Supplies 4208 Janitorial Supplies 4217 Get 5 Promotional Laminating amp Binding 412 organized pa prod ucts Mailroom amp Shipping Supplies 2431 Money Management amp Handling 504 for for all z everyday Office Furniture 3 spring your tech Paper Pads amp Rolls 2192 needs Please add new line in order to save this requisition Post it Self Stick Notes amp Flags 293 a Promotional Products 141 SHOP NOW P LEARN MORE gt SEE OUR SEL Safety amp Security 1025 School Furniture 22 School Supplies 1027 Tapes Glues amp Adhesives 492 Technology 4828 Toner Ink amp Ribbons 8040 HON 600 Series 6 Shelf
32. Quantity Ext Price F Staples Poly Binder Green 1 Ring Diameter pom more info STP648919 EA 2 25 5 ga 11 25 USD Oo Supplier subtotal 11 25 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal 1 016 46 here are for estimation purposes budget checking and workflow approvals Taxi 0 00 Tax2 0 00 Shipping 0 00 Eq LP internet 100 v The order is placed in the SmartCART Notice both vendors in the same cart For this example we are going to purchase another item Click the Add Products link Add Products Page 50 CASE WESTERN RESERVE User Manual SRAM Ts 826 SmartCART Manual CASE WESTERN RESERVE BapUNIVERSITY ma B26 Home Worklist Add to Favorites Sign out Menu v eProcurement AFF 2010 04 01 TRNA001 01 2 item s 1 016 46 USD Create Requisition Manage Requisitions home shop revontes m ANESSE l iii Receive Items My Profile gt Services Procurement i gt Accounts Payable Everything Go d d gt Commitment Control co oat gt General Ledger gt Buyer Center i owt vane Procurement Matrix C Home Shop Search for u Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items My Orders Carts Recently Completed 5 Please add new line in order to save this requisition
33. RESERVE UNIVERSITY er wis Home Worklist Add to Favorites Sign out Menu E 7 eProcurement A Help A gt Buyer Center i Procurement Matrix Create Requisition Look Up Ship To Manage Requisitions Receive Items SetiD My Profile Ship To Location begins with v gt Services Procurement Description begins with v Description Look Up Clear Cancel Basic Lookup CD ICESB Penguin Brand D Search Results Only the first 300 results can be displayed Enter more information above and search again to reduce the number of search results Total Lines View All 4 1 100 of 200 P Last ee hip To Location Description Marissa Ross DeMell Al Estok Angie Franco Adolfo Lisowitz Alicia Sallay Ashley Agatha A Exner Deptowicz Amy Alfred Anderson Aaron Hunyady Locci Ana Melville Alexis Schnittlinger Alex Schmidt Amy v a internet 100 Inter Dw Adobe D M 2 Micro Spark jl Ej Cert_Sig Google sd f J H s 10 44 AM i 2 Ja A gt jo aE 2 eo e Eg 5 The Look Up Ship To page appears Enter the location you want to search in the Ship To Location field Use the begins with or contains dropdown to help with your search for example if you are not sure of the building code use contains Click the Look Up button Page 106 k T hy k CASE U Vi KS Create Requisition
34. Strips and Domed Cap pO Created 175 00000 USD aooo0EA BioRad TE Laboratories v ji gt a internet A100 In this example in Manage Requistions this SmartCART item has a PO Created in the status Utilize the Cycle of Life within Financials Manage Requisitions to follow the life of your requisition and Purchase Orders status PO Created The concludes the section how to Manage Requisitions that were created in SmartCART End of Procedure Page 82 CASE WESTERN RESERVE User Manual oe 82 SmartCART Manual Copying Carts for new orders This section explains how to copy a SmartCART carts and place a new order of the same items Procedure To begin log into Financials and navigate to the SmartCART Home page 1 Click the carts menu item ASE WEST ERN RESERVE INIVERS j v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions carts history settlement profile Receive Items My Profile gt Services Procurement j gt Accounts Payable Everything Go advanced search Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items Showcased Suppliers Please add new line in order to save this requisition My Orders Carts Recently Completed 5 PENER RD GBD Total Amount USD CASE WESTERN RESERVE Welcome to the SmartCart
35. Submit Order Requisition Requisition Summary View Print Cart paced parap a roles There are no lines on this request Print Order Summary April 01 2010 12 4 S Please add new line in order to Print Order Details save this requisition Total Lines Shipping amp Handling Infe Total Amount USD Shipping amp Handling Method Payment Method No Charge Lowest Cost 3 5 Day Delivery Credit Terms Z Edit Contract Code 70158 Contact Information Detailed View ipti Latitude E4300 w Case Software Date amp Time April 01 2010 12 45 PM CST SYSTEM COMPONENTS Latitude E4300 w Case Software Qty 1 Intel Core 2 Duo SP9400 with VT 2 40GHz w Latitude ON ready Unit Price 1 005 21 Genuine Windows Vista Business SP2 Downgrade XP Professional SP3 Install E Catalog Number 25 RCRC957231 2118676 Lil F amp Internet Page 48 CASE WESTERN RESERVE User Manual SNA Ts ita SmartCART Manual Review the order Printing the Order Summary and Order Details are also available from this page CASE WESTERN RESERVE UNIVERSITY rer 1826 Home Worklist Add to Favorites Sign out Menu E v7 eProcurement gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile Your Order Requisition is nearly complete Please review the following details and edit if necessary Select Submit Order gt Services Procurement Requisi
36. This document describes how eliminate the error This application was uanable to route the session back to the login A Create Requisition Google docs Download 63K Print 1 page Plain HTML Save in Google Docs v te Internet Step Action If you receive this error after E on the SmartCART link from the Financials system follow these steps to remedy the issue Go to the Safari Menu Click Preferences Click the Security button Check the radio button Always for the Accept cookies section 5 Close the window Close Safari open and continue using SmartCART with Financials End of Procedure Page 100 CASE WESTERN RESERVE User Manual aan SmartCART Manual Appendix Airgas Shipping Information Procedure This document explains how to check and verify shipping addresses for Airgas deliveries that are ordered through SmartCART Start by navigating eProcurement gt Create a Requisition Enter your Requisition Name and click the 2 Add Items and Services link 2 Add Items and Services Click the SmartCART tab SmartCART Click oe SmartCART link Details on How to use SmartCART are in the SmartCART and Window Shopper Manuals at http www case edu projects erp learning finguides html After you have Placed the Order in SmartCART you are returned to Financials Click the 3 Review and Submit link 3 Review and Submit Continue to the SmartCART Home pa
37. VERIFY amp SUBMIT ORDER REQUISITION By on Guarantee Please add new line in order to SHIPPING PAYMENT save this requisition l Your Order Requisition is nearly complete Please review the following details and edit if necessary Select Submit Order Total Lines Requisition bottom right to submit Total Amount USD Submit Order Requisition View Print Cart Order Requisition Date and Time March 25 2010 9 20 AM CST Print Order Summary Print Order Details Shipping amp Handling Method Payment Method No Charge Lowest Cost 3 5 Day Delivery Credit Terms 4 Edit Contract Code 70158 Contact Information Detailed View J Trusted sites Protected Mode On Page 32 CASE WESTERN RESERVE User Manual A 82 SmartCART Manual 11 Once you have reviewed your order for accuracy click the Submit Order Requisition button Printing your Order Summary and Order Details is also available from this page Submit Order Requisition Wc Case W EST ERN RESERVE E NIVE F eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile aias maaa gt Services Procurement Create Cart gt Edit Cart tas gt Place Order OF Assign Cart to Approver gt Accounts Payable gt Commitment Control gt General Ledger L save Cart Name 2010 03 25 TRNAOO1 01 Requisition Summary Prepared for Nicole
38. View Assigned Carts Page 89 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVERSITI dae 15 PA CASE WESTERN RESERVE AM UNIVERSIT bec E v7 eProcurement pan varis o gt Buyer Center E Procurement Matrix Search for g No S Create Requisition 4 history settlement Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable Everything aiana gt Commitment Control Go search gt General Ledger Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items s Please add new line in order to My Orders save this requisition Carts Recently Completed 5 Total Lines Total Amount USD Assigned Carts My Assigned Carts Carts Assigned to me 2 K CASE WESTERN RESERVE UND tS ST 1826 Welcome to the SmartCart Thank You For Coming a internet R 100 Click the Carts Assigned to me 2 link The number in parenthesese 2 in this example indicates the number of carts that are to be approved Carts Assigned to me 2 Page 90 CASE WESTERN RESERVE User Manual UNIVERSITY seritae SmartCART Manual MA CASE WESTERN RESERVE LX UNIVERSITY per R26 Worklist Add to Favorites Sign out Menu E v eProcurement n PETAR ERAP X 20 gt Buyer Center Procurement Matrix Selmer Catalo Create Requisition A Manage Requisi
39. gt General Ledger gt Case Departmental Deposits gt Case Petty Cash Management gt SCM Integrations gt Set Up Financials Supply Chain D Worklist gt Tree Manager D Reporting Tools gt PeopleTools My Personalizations My System Profile My Dictionary J Trusted sites Protected Mode On Click the eProcurement link gt eProcurement e Click the ae ee link The Create Requisition screen appears Click the 2 Add Items and Services link 2 Add Items and Services Page 2 CASE WESTERN RESERVE User Manual eR ESTs 86 SmartCART Manual NIVERSI fen 1826 Worklist Add to Favorites Sign out GY CASE WESTERN RESERVE aS U p Sts a v eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions i ae Ck 1 Define Requisition Z My Profile Add lines to the requisition specifying the information necessary to procure each item or service Search Favorites Templates SmartCART Special Request Select a Request Type Special Item Request an item that is not listed in the Catalog There are no ines on this request Fixed Cost Service Request a one time service for a flat fee Please add new line in order to Variable Cost Service Request a service for which the fee is based on the time worked save this isition a Time and Materials Request a service for which the fee is based on the time worked and materials used
40. gt Services Procurement __ Create Cart gt Accounts Payable gt Commitment Control Assign Substitute gt General Ledger My Drafts Active Cart Shopping Cart Name Date Created Cart Description Total Delete Requisition Summary j j i 2 There are no lines on this request a3 2010 04 06 TRNAOO 01 4 6 2010 0 00 USD Delete Please add new line in order to save this requisition Total Lines Total Amount USD io Internet 100 3 A list of My Drafts will appear These are carts that have not been ordered or have been started and not completed To return back to the SmartCART Home click the home shop object h omes ho P This concludes the section on Viewing your Carts in SmartCART End of Procedure Page 67 User Manual CASE WESTERN RESERVE SmartCART Manual l VERSIT fe OSA Searching in SmartCart This section describes using the search feature in SmartCART Searching in SmartCART is only available for Hosted Catalogs Punchout Catalogs can not be searched within SmartCART Procedure To begin log into Financials and navigate by Creating a Requisition and entering the SmartCART Home Page Shop at the Top is located on the home page The drop down allows you to narrow your search by categories Create Requisition Windows Internet Explorer COW _ https fintrn case edu psp fintrn EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAM_PTCh v Links Customize Links Fr
41. in the Fisher Scientific Shopping Cart The purchase is finished for this example Click the Checkout link CASE WESTERN RESERVE User Manual eR NES Ts 86 SmartCART Manual MA CASE WESTERN RESERVE Map UNIVERSITY ber IRIG v eProcurement a gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition f Manage Requisitions _ Sa _ O Fisher Scientific gt Services Procurement gt Accounts Payable gt Commitment Control D General Ledger Requisition Summary Log Out a a NOTE You must click Submit to return your cart to There are no lines on this request of Fish r session your purchasing application otherwise your cart will be Please add new line in order to lost thi isition ace If you need to further edit this cart please submit the Tote Lince existing cart and then re punchout from your 5 purchasing application to edit the cart Total Amount USD Shopping Cart Account Number 943590 001 Fisher Cart 114 959 254 Estimated Detivery TUBE OOMM MICS 1 Case of 1000 for 201 59 4 12 2010 201 59 LAT EBEE From FLORENCE KY CDC Group Total 201 59 SHOPPING CART TOTAL 201 59 vf Trusted sites Protected Mode On The Fisher Scientific confirmation page appears If the order is correct Click the Submit Order button Page 55 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVE i ae I AG CASE WESTERN RESERVE gt UN
42. items BD internet 100 Page 94 CASE WESTERN RESERVE User Manual n 826 SmartCART Manual The Requisition screen appears Click the Expand Section for each item to proceed to enter Speedtype and shipping details Enter the desired information into the Speed Type field Enter OPR261221 Click the Save amp submit button a CASE WESTERN RESERVE MapUNIVERSITY or 36 Worklist Add to Favorites v eProcurement gt Buyer Center Procurement Matrix Manage Requisitions Confirmation Receive Items My Profile gt Services Procurement gt Accounts Payable Requested For Loudiana Jennifer Number of Lines r Baer ro LE y Requisition Name Joe Case Total Amount 819 99 USD Requisition ID 1000099297 Requisition Summary Business Unit CASE1 Description Qty UOM anes OPTIPLEX 1 EA Priority Medium 960S OptiPlex 960 Budget Status Not Checked Total Lines Stage 4 Total Amount USD V Joe Case Approved Amount and Category Approval Self Approved S Loudiana Jennifer lt 5000 Approver Edit Requisition Check Budget View printable version Manage Requisitions Create New Requisition E a internet 18 The Requisition Confirmation page appears Note the item is approved A Purchase Order will be generated v Joe Case Approved To view the status of the Requisition Click the Manage Requisitions link Page 95 User Manual CASE WESTERN RESERVE S
43. s pa n da top menu bar to view links to your Price 819 99 Genuine Windows organization s online store services A Vista Business and more o SP2 Downgrade XP Professional gt Read More Installed E gt Contact Your Account Team Customize Addto Cart View All Optiplex 960 Mini Tower w Case Software Ee Price 979 80 Genuine Windows Plantronics AUDIO 470 s Vista Business Foldable Headset aa o SP2 Downgrade XP Professional Price 37 63 Installed E Customize Customize Add to Cart Addto Cart J Trusted sites Protected Mode On Page 46 User Manual SmartCART Manual 18 Choose and or customize the item to purchase and click the Add to Cart link Wc Case W ESTERN RE SERV E IVER Worklist Add to Favorites E SelectSite Punchout Case Western Reserve University Institutional Purchases ii Shop Systems v My Cart Please add new line in order to 5 Cart 2 save this requisition A eProcurement gt Buyer Center Procurement Matrix Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Standard Configurations v AT a Windows Life without Walls Requisition Summary There are no lines on this request Total Lines Total Amount USD Summary View gt Detail View tee Print Cart Continue Shopping Save as E quote Optiplex 960 SFF w
44. subtotal 11 00 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal 11 00 here are for estimation purposes budget checking and workflow approvals Taxi 0 00 Tax2 0 00 Shipping 0 00 Handling 0 00 Total 11 00 USD Jv Trusted sites Protected Mode On Page 44 ERN RESERVE E User Manual 82 SmartCART Manual 15 To add more items from a different vendor to the SmartCART cart click the Add Products link C ASE WESTERN RESERVE E UN I j vy eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement Everything co advanced search gt General Ledger Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items 2 Showcased Suppliers Please add new line in order to save this requisition Carts Recently Completed 5 Total Lines RD O BD Total Amount USD My Orders K CASE WESTERN RESERVE 132 Welcome to the SmartCart For this example we will order a computer Click the Dell button The Punchout will go to the Dell Premier website Page 45 User Manual CASE WESTERN RESERVE SmartCART Manual aa OSG WMA CASE WESTERN RESERVE Ba RAS VESES ES Home Worklist Add to Favori
45. suppliers Page 13 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVERSITY Ai H e roy a Pani a OO https fintrn case edu psp fintrn EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAM PTCN 4 X Google Links Customize Links g Free Hotmail Windows Windows Marketplace Windows Media File Edit View Favorites Tools Help Convert v P Select Contribute J Edit in Contribute Fj Post to Blo Google F Search to Q D Sidewiki gt 3 Check a Translate amp O Signin ww Create Requisition Ei v odh v i Page v G Tools amp H Case W ESTERN RESERVE UNIVERS Home Worklist Add to Favorites Sign out Menu I v eProcurement a gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile history settlement Click to expand Search for Supplier Filter T back to shop Requisition Summary There are no lines on this request Showing 1 10 of 10 results Please add new line in order to Page Size 20 v Sortby Best Match w q Page 1 B of 1 P legend save this requisition Supplier Name Type Preference Supplier Name Type Preference Total Lines Airgas Great Lakes Fisher Scientific Total Amount USD 2 Apple Computer Grainger BD Biosciences F Integrated DNA Technologies Inc Bio Rad Laboratories rT R amp D Systems Inc Dell Staples Advantage Pa
46. to a paper catalog that you can search across and are specific to CWRU The SmartCART system also has a Window Shopper feature This allows users who do not have access to Financials to create a cart and then assign that cart to their approver to create the requisition and buy the product s Window Shoppers can be set up by filling out the form on the eProcurement and Distribution website and completing training to gain access to the system Ultimately the SmartCART system will have 40 vendors In addition items ordered through SmartCART will not require a buyers approval Therefore expediting the approval and Purchase Order process The workflow is based on the existing workflow that has been set up for your department For more information please see the Procurement and Distribution website at http campusservices case edu PDSHome aspx Page 1 User Manual SmartCART Manual CASE WESTERN RESERVE LJ YVER IT fh OSAT Using the SmartCART system This section reviews the SmartCART screen s and the various options that are available to shop in the SmartCART system Procedure To navigate to SmartCART login to PeopleSoft Financials JA CASE WESTERN RESERVE BSBUNIVERSITY cr 1826 Worklist Add to Favorites Sign out Personalize Content Layout gt My Favorites gt Employee Self Service gt Vendors gt Purchasing gt eProcurement D Services Procurement D Accounts Payable gt Commitment Control
47. 00 OPR261221 Q 531200 Q Q 97600 261221 v 2 Tubes Conical 1 5 ml Bio Rad Laboratories Consolidate with other Reqs M Override Suggested Vendor Shipping Line 1 Due Date E Quantity 1 0000 Status Active ShipTo CEDARAP Q Modify Shipping Address Attention Nicole N Dyme TE Accounting Lines Chartfields1 Penas Line Percent Amount Speed Type Account Event Fund Dept Project 100 0000 79 50 OPR261221 Q 531200 Q Q 1 0000 Customize Find View All E8 Class C Select All Deselect All L Ada to Favorites 93 Add to Template s Justification Comments Total Amount 1 869 50 U C Send to Vendor _ Show at Receipt C Show at Voucher Find more items Worklist Confirmation Add to Favorites Sign out Help Number of Lines 2 Total Amount 1 869 50 USD Nicole N Dyme 1000099296 1000099296 CASE1 Medium Not Checked Pending Ken Fusion lt 5000 Approver Sidri Apply Approve lenendes __Check Budget View printable version Manage Requisitions Create New Requisition L internet Q100 Page 27 User Manual SmartCART Manual Way CASE WESTERN RESERVE If you need approvals the Approvals page will appear If you are a self approver the page will show approved A Purchase Order will be dispatched The process runs about every 20 minutes to dispatch SmartCART Purchase Orders Once the approver has approved the purchase a Pu
48. 97 item s 12345 NEXT Please add new line in order to PEPE Substructure Search a save this requisition Certificate Of Anslysis Product Category gt Tubes Test Tubes Total Lines gt Racks Tube Racks Test Tube Racks Total Amount USD Custom Oligos gt g gt Tubes Test Tubes Reusable Glass Test Tubes gt Tubes Test Tubes Disposable Plastic Test Tubes gt Tubes Test Tubes Disposable Glass Test Tubes Refinements click image to enlarge Sam 1 Fisherbrand Poxygrid Test Tube Racks 15 Special Interests stem Science Education 104 Resist rust corrosion abrasives organic solvents acids and alkalis Epoxy coated he sana Environmentally friendly Three decks and no legs Square holes hold testtubes securely Autoclavable W 96 Ey Homeland Security 6 Category Tubes 776 Fisherbrand Reusable Glass Tubes with Phenolic Screw Caps 6 Racks 601 Phenolic screw cap with white rubber liner High quality borosilicate glass Marking sc Microbiology Supplies 33 100mm O D x L 16 x 150mm O D x L 20 x 125mm O D x L 16 x 125mm O D x L 13 x 1 Specimen Collection 25 150mm Tape Labels Labeling Tapes 24 Baths 21 Water and Wastewater Testing Supplies 20 more BL internet 100 28 The list of anything with test tube in the name appears 29 Choose an item and click the name in this example click the Fisherbrand Reusable Glass Tubes with Phenolic S
49. A gt SCM Integrations gt Set Up Financials Supply Chain gt Worklist Bio Rad Laboratories more info gt Tree Manager a gt Reporting Tools Product Description Catalog No ee Dito Quantity Ext Price F D PeopleTools s 2 Tubes Conical 1 5 ml more info 2240100 1 5mL 79 50 1 EA 79 50 USD oO My Personalizations EA My System Profile My Dictionary Supplier subtotal 79 50 USD Supplier subtotal 1 790 00 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal here are for estimation purposes budget checking and workflow approvals Taxi Tax2 Shipping Handling Total a internet R100 The SmartCART cart appears with the item information Depending on the vendor some will allow View Details links which will allow you to go to the cart and view the item s you purchased a To return to the Manage Requistions screen click the Manage Requisitions link in the left Financials Menu Manage Requisitions Page 81 User Manual CAS ASE WESTERN RESERVE SmartCART Manual UNIVE il LY Case WESTERN RESERVE A NIVERS Home Worklist Add to Favorites Sign out New Window Help Customize Page Manage Requisitions vy Search Requisitions To locate requisitions edit the criteria below and click the Search button v eProcurement Business Unit CASE1 Q Requisition Name gt B
50. ARAP Q Modify Shipping Address Total Lines Total Amount USD i Attention Nicole N Dyme Distribute by AMt__ Accounting Lines Customize Find View All BH Chartfieids1 Pas Line Percent Amount Speed Type Account Event Fund Dept Project Class 14 100 0000 979 80 OPR261221 Q 531200 Q Q C Select All Deselect All L Add to Favorites Q3 Add to Template s Justification Comments C Send to Vendor ShowatReceipt C Show at Voucher a Check Budget E Save amp submit Save amp preview approvals Cancel requisition Find more items S M 979 80 U P a internet R100 18 Click the Save amp Submit button You may Check Budget first if you prefer Page 36 MA CASE WESTERN RESERVE User Manual oR ot SmartCART Manual a CASE WESTERN RESERVE BSBUNIVERSITY het Worklist Add to Favorites eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Confirmation Receive Items My Profile gt Services Procurement gt Accounts Payable Requested For Nicole N Dyme Number of Lines came Requisition Name 1000099291 Total Amount 979 80 USD Requisition ID 1000099291 Business Unit CASE1 Description Qty UOM Oe OPTIPLEX 960 1 EA iii aa MT OptiPlex 9 Budget Status Not Checked Total Lines Stage 41 Total Amount USD v Requisition 1000099291 Pending Amount an
51. Ck 1 Define Requisition Z 3 Review and Submit My Profile p TS gt Services Procurement Add lines to the requisition specifying the information necessary to procure each item or service gt Accounts Payable Search Q Search b Commitment Control gt General Ledger Favorites Templates SmartCART Special Request Request Select a Request Type Requisition Summary Special Item Request an item that is not listed in the Catalog Fixed Cost Service Request a one time service for a flat fee Variable Cost Service Request a service for which the fee is based on the time worked 1 CS Time and Materials Request a service for which the fee is based on the time worked and materials used 13X100MNM Staples Poly Binder 5 EA Green Total Lines 3 Review and Submit Total Amount USD 1 218 05 gt EJ CP internet Q100 The items are integrated into Financials Notice the items in the Requisition Summary to the left To finish creating the requisition click the 3 Review and Submit link 3 Review and Submit Page 57 User Manual SmartCART Manual A CASE WESTERN RESERVE BSP UNIVER v eProcurement gt Buyer Center Procurement Matrix Create Requisition SIT Manage Requisitions Receive Items My Profile Requisition Summary Description Qty UOM Latitude E4300 IntelREG Co CULT TUBE SC CAP 4 3X100MM Staples Poly Binder
52. E WESTERN TT UNIVERSITY deii v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD Alvays include similar terms for searches Hide Advanced Search on search results ase Western Reser Click the Save button ma Page 70 CASE WESTERN RESERVE User Manual NE esr 18a SmartCART Manual GO https fintrn case edu psp fintrn EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAM_PTCN X Google P Links Customize Links Free Hotmail Windows amp gt Windows Marketplace Windows Media File Edit View Favorites Tools Help EjConvert P Select Contribute J Edit in Contribute F Post to Blo Google 4 Search t A Share amp L Sidewiki YW Check aj Translate gt amp Sign In Ww he Create Requisition 4 a N v Page v Cj Tools v ii CASE WESTERN RESERVE UNIVERSITY fev SARE Worklist Add to Favorites Sign out Menu v eProcurement Nicol pme profile Select Draft Cart or Add Item to Ca gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile simple search Advanced Search Everything Requisition S
53. ESTERN RESERVE User Manual BUNITVE RSID meim SmartCART Manual PA ASE WESTERN RESERVE D U N I V L R Ss I T fer R26 Worklist eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions Receive Items fa My Profile S Rm gt Services Procurement Review the details of your requisition make any necessary changes and submit it for approval gt Accounts Payable gt Commitment Control Business Unit Case Western Reserve Univ gt General Ledger 1 Define Requisition a 2 Add Items and Services Requester i Nicole N Dyme Currency Requisition Summary Requisition Name Priority Medium Description Requisition Lines OPTIPLEX 960 Line Description Vendor Name MT OptiPlex 9 4 OPTIPLEX 960 MT OptiPlex 960 M Dell Computers 1 0000 979 80000 Total Lines Total Amount USD Select All Deselect All Total Amount L Add to Favorites Add to Template s iJ Delete Justification Comments Send to Vendor Show at Receipt Show at Voucher Eg Check Budget B Save amp submit aSave amp preview approvals X Cancel requisition Find more items The Create Requisition screen appears To complete your requisition follow the same steps to create a requisition Click the paper next to each line item to enter the due date verify or change shipping and enter the Speedtype and verif
54. ESTERN RESERVE User Manual UNIVERSITY sm6 SmartCART Manual CASE WESTERN RESERVE MBSBUNIVERSITY a0 v eProcurement Draft profile raft Cart gt Buyer Center p Amar Procurement Matrix cot Summary Requisition 379793 Search for e Create Requisition i Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger history settlement profile Available Actions Add Comment Requisition Summary Summary Taxes S amp H There are no lines on this request r g Ee Hide header Hide value descriptions Please add new line in order to General save this requisition Cart Name 2010 04 06 TRNA001 01 Prepared by Nicole N Dyme Total Lines Total Amount USD Supplier Line Item Details Hide line details For selected line items Add To Favorites Go Bio Rad Laboratories ssi more info P Catalog No size Unit Ext Price roduct Description Packagi Pri Quantity i Tube Strips and Domed Cap Strips 0 2 ml more info TBC1202 0 2mL 175 00 4EA 700 00 USD FI EA Manufacturer Bio Rad Laboratories Taxable x Name Manufacturer TBC1202 Part Number More http vwa bio Information rad com prd en US ad A URL UNSPSC 41 12 17 01 more info Capital Expense x Supplier subtotal 700 00 Taxi 0 00 Tax2 0 00 Shipping 0 00 a internet R 100 The de
55. Favorites Sign out Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable Everything advanced gt Commitment Control test tubes search gt General Ledger Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items i Showcased Suppliers Please add new line in order to My Orders save this requisition i Carts Recently Completed 5 Total Lines RD BD Total Amount USD CASE WESTERN RESERVE Welcome to the SmartCart Thank You For Coming Mi internet 100 To search all hosted catalogs use the Shop at the Top search area For this example search everything and enter test tubes in the keyword search field Note see the Using The SmartCART system document to set up your search preferences test tubes Click the Go button Page 19 User Manual SmartCART Manual C ASEW ESTERN RESERVE E 7 eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable Everything EE EE gt Commitment Control fest tubes search gt General Ledger Go to favorites quick o
56. File Letter 36 W x 13 fC NEA MA Green Mountain French PRA 2 4 D x 75 7 8 H 2 Wire z J Roast Coffee K Cups Manufacturer Dividers Per Shelf amp Glia 24 8x 3M 1214 Lock Putty SE Avery 1713 Bic 275 Brother 461 a internet Page 40 1 CASE WESTERN RESERVE UNIVYERSIT 3 ina User Manual SmartCART Manual The Staples website appears Click the Products menu item to see a list of all Staples Categories For this example click the Binders amp Accessories link Binders amp Accessories CASE WESTERN RESERVE map UNIVERS v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD ot ERG Keyword Item Number Home Support Set Default Shopping List Worklist Add to Favorites Sign out SelectSite Punchout Log Off 02 10 10 List 1 v Advantage Products Toner amp Ink Shopping Lists Category Showing 1 to 25 of 1 411 items Binders amp Accessories Binder Accessories 230 Binders 1181 Manufacturer Avery 385 Smead 8 Staples 57 Acco 64 Aurora General Box 47 C Line Products 57 Cardinal Brands 179 Charles Leonard 8 Esselte Pendaflex 20 Id
57. IVERSITY ra R26 Home Worklist Add to Favorites Sign out Menu eProcurement A gt Buyer Center s Procurement Matrix Add Products gt ERZSI gt Place Order Create Requisition Manage Requisitions B Receive Items My Profile gt Services Procurement Prepared for Nicole N Dyme gt Accounts Payable Select a different user gt Commitment Control Prepared by Nicole N Dyme gt General Ledger Supplier Line Item Details Show line details For selected line items Add To Favorites Requisition Summary Dell more info There are no lines on this request 2 10 04 01 TRNAOO1 01 The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited EPs Click this message for more details Please add new line in order to Click the link to MODIFY ITEMS VIEW ITEMS Punch out returned 4 1 2010 1 46 17 PM Line s 1 save this requisition Product Description Catalog No p a pric it Quantity Ext Price F Total Lines Latitude E4300 IntelREG CoreTM 2 Duo SP9400 with VT 224 0631 EA 1 005 21 1 EA 1 005 21 USD oO Total Amount USD 2 40GHz w Latitude ONTM ready more info Supplier subtotal 1 005 21 USD Fisher Scientific more info The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more de
58. KU YE o User Manual SmartCART Manual Home Worklist Add to Favorites Sign out Hos ct Draft Cart or Add Item to Cart settlement profile Everything Go to favorites quick order Browse suppliers categories Action Items My Orders Carts Recently Completed 5 JA CASE WESTERN RESERVE IU N VERSITY r 1826 Welcome to the SmartCart Thank You For Coming http usertest sciquest com apps Router SupplierList tmstmp 1270746964588 co advanced search internet R 100 29 To see items to purchase by category click the categories link next to the Browse CASE WESTERN RESERVE BapUNIVERSITY v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD ee RIG Out home sho Categories Category Search oj Lab Supplies ap Medical Clinical Wh Office Computer MRO Facilities Furniture Services M supplies Manager iu Manufacturing fe 0ks amp Electronics Tf Specialty At Food Food Equipment Worklist Add to Favorites Sign out F F Supplies 1 item s 22 00 USD eerie Catalog No SKU e siL back to shop A Trusted sites Protected Mode On
59. Loudiana Jennifer E Jv Trusted sites Protected Mode On a p Spark JST gt Create Requisition e Page 60 CASE WESTERN RESERVE User Manual a SmartCART Manual The Look Up Ship To page appears and will default to the location already in the ShiptTo on the screen in this example it was a user ID For the Description click contains from the dropdown list begins with Enter a short search into the Description field for example enter cedar to send an item to the Accounts Payable office Click the Look Up button Links Customize Links Free Hotmail Windows Windows Marketplace Windows Media File Edit View Favorites Tools Help Convert v fl Select Contribute Edit in Contribute Post to Blo Google z 24 Search to A Share amp L Sidewiki gt YF Check aj Translate gt O Signin w k Create Requisition vodh v Page v G Toos y amp CASE W ESTERN RESERVE F U IVERS Home Worklist Add to Favorites Sign out Menu Z 7 eProcurement Help gt Buyer Center Procurement Matrix Look Up Ship To Create Requisition Manage Requisitions Receive Items SetiD CASE1 My Profile s Ship To Location begins with v Description contains v cedar Requisition Summary Description Qty UOM Architect Scale ca LookUp Clear Cancel Basic Lookup Triangula Search Results Total Lines 1 2 of 2 Total Amou
60. M EA 15 By Result Type Products 15 CD3 CD4 CD45 with Trucount Tubes FITC PE PerCP Anti Hu Clone SK7 50 tests from 8D Biosciences Part Number 340402 Manufacturer Info 340402 BD Biosciences ra CD3 CD16 CD56 CD45 with Trucount Tubes FITC PE PE PerCP Anti Hu Clone NCAM16 2 50 tests from BD Biosciences Part Number Manufacturer Info aa 340403 340403 BD Biosciences IgG 1 IgG 1 CD45 Isotype Control with Trucount Tubes PerCP Anti Hu Clone 2D1 50 tests from BD Biosciences Part Number 340404 Manufacturer Info 340404 BD Biosciences SOTEST EA add favorite compare 895 00 Usp SOTEST EA E add favorite compare 680 00 Usp SOTEST EA b add favorite compare F k Internet Wy CASE WESTERN RESERVE User Manual UNIVE SIT 826 SmartCART Manual The 15 items that were listed appear in a list Choose an item by entering the amount if more than 1 Click the Add to Cart button Add to Cart 23 Notice that our cart on the top left of the home page has 2 items and increased in dollar amount 24 Click the cart icon link to return to your active cart 2010 04 08 TRNAOO1 01 2 item s 1 369 50 a CASE W EST ERN RESERVE E UNIVERS 7 eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement __ Create Cart gt Ee gt
61. Receive Items Ee 02 10 10 List 1 J View Order NOT SAVED My Profile gt Services Procurement Advantage gt Accounts Payable gt Commitment Control gt General Ledger Products Toner amp Ink shopping Lists Item STP648919 has been added to your cart Requisition Summary There are no lines on this request Qty Item NoJAKA Description Unit Price Symbols Key Availability 5 STP648919 Staples Poly Binder 2 25 EA B Please add new line in order to Green 1 Ring Diameter save this requisition Most items ship within 1 3 j business days Total Lines Total Amount USD Gm E amp Internet Step Action 11 The detailed item information appears Click the Continue button E Continue a CASE WESTERN RESERVE l UNIVERSITY rer IRG Home Worklist Add to Favorites Sign out Menu E v eProcurement gt Buyer Center g SelectSite Punchout Procurement Matrix Create Requisition Home Support Log Off Cart W 11 98 Manage Requisitions Keyword Item Number Set Default Shopping List Peas 4 Recelve tems 02 10 10 List 1 View Order NOT SAVED My Profile gt Services Procurement Advantage gt Accounts Payable gt Commitment Control gt General Ledger p Category Showing 1 to 25 of 1 411 items Requisition Summary Binders amp Accessories Compare Selected Sort by Top Sellers 12345Nett gt gt There are no lines on this request Binde
62. Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD Home Worklist Add to Favorites Sign out history settlement profile Everything advanced search Go to favorites quick order Action Items My Orders Carts Recently Completed 5 CASE WESTERN RESERVE Welcome to the SmartCart Thank You For Coming Browse suppliers categories Showcased Suppliers RD BD Punch out ee Airgas Office Computer Dog MRO Facilities GRAINGER z F amp Internet A 100 The SmartCART home page has an Action Items box that will appear after you have placed SmartCART orders Click the Carts Recently Completed 5 link Carts Recently Completed 5 Page 64 ERN RESERVE User Manual a rr 1826 SmartCART Manual CASE WESTERN RESERVE BSeUNIVERSITY ma RRG Home Worklist Add to Favorites Sign out Menu v7 eProcurement a na M os gt Buyer Center a Procurement Matrix TERCA Catalog No i So home shop favorites forms history settlement profile Manage Requisitions active cart draft carts favori Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control My Recent Requisitions gt
63. Shipping Address Manage Requisitions Receive Items Line Description Quantity Price My Profile Services Procurement 1 CD ICESB Penguin B 1 0000 Pounds 1 95000 USD gt Accounts Payable uanti gt Commitment Control cc on cha anita _ a 1 Cedar Aven 1 0000 1 95 USD Description CD ICESB Penguin Address 1 Brand D Requisition Summary Country USA United States Address 2 Total Lines Address 3 Total Amount USD City County State Deliver To C Internet 1i00 7 a R a Review the Address information If the address is incorrect fill out this form to update the information https spreadsheets google com a case edu viewform formkey dEFY OGF6 dko3dk JBTOM3eTgxQVV1TGc6OMQ amp AuthEventSource SSO Click the OK button to return to the requisition Page 104 UNI s RSI A Case Western RE CASE WESTERN RESERVE CASE WESTERN RESERVE User Manual SmartCART Manual rst 18200 Worklist Add to Favorites UNIVERSITY oss wi v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile Description Qty UOM CDICESB Penguin 1 LBS Brand D Total Lines Total Amount USD Edit Requisition Ck L Define Requisition Review the details of your requisition make any necessary changes and su
64. SmartCART Manual Way CASE WESTERN RESERVE Viewing Vendors and new vendors This section explains how to find and view vendors in the SmartCART system Vendors will be added regularly to SmartCART throughout the year There will be a maximum of 40 vendors in SmartCART by 2011 New vendors will be advertised in The Daily email newsletter and on the Procurement and Distribution website at http campusservices case edu PDSHome aspx If you have vendors you would like to suggest for SmartCART please email smartcart case edu with the information about the vendor and details about how often purchases are made from that vendor Procedure To begin log into Financials Follow the steps to navigate to the SmartCART Home page To access SmartCART follow the steps to Create a Requisition Click the eProcurement link in the Menu Click Create Requisition Click 2 Add Items and Services Click SmartCART tab Click SmartCART link gt eBProcuremeni Page 12 CASE WESTERN RESERVE User Manual 82 SmartCART Manual re ae ndows Internet a ee z i oc QJ https fintrn case edu psp fintrn EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAM_PTCN 44 X Google Py Links Customize Links Free Hotmail Windows Windows Marketplace Windows Media File Edit View Favorites Tools Help Convert v PP Select Contribute J Edit in Contribute SF Post to Blo Google z 4 Search nlna Qv L Sidewiki
65. Windows Internet Explorer s NESTERN RESERVE User Manual SmartCART Manual 1 CS1 i20 aaa G4 Y r https fintrn case edu psp fintrn EMPLOYEE ERP c PY_MAIN_MENU PY_REQ_ENTRY GBL PORTALPARAM_PTCNAY EP_PV Y File Edit View Favorites Tools lek Help Esconvert P Select w k create Requisition Menu eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement RK oon ke MW Description Qty UOM CD ICESB Penguin 1 LBS Brand D Total Lines Total Amount USD Inter Y EST 1826 ah gt Page Tools CASE WESTERN RESERVE UNIVERSITY Home Worklist Add to Favorites Sign out Help A Look Up Ship To SetiD Ship To Location begins with v Description Look Up Clear Cancel Basic Lookup Search Results begins with v 4 1 62 of 62 p Ship To Location Description CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB CWRU BRB BRB1010A BRB1010B BRB1040B BRB1048 BRB1048B v a internet 100 Google gt Ow Adobe D M 2 Micro v Spark jl E Cert_Sig 10 45 AM 12 A list of locations that match your search will appear Click the
66. ability Assays Include similar terms Showing 1 7 of 7 results Compare Selected 0 Please add new line in order to save this requisition Refine and Filter Search 7 Products per page Sortby Best Match Add Keywords 20 v Total Lines Go BrdU from BD Biosciences 115 00 usp Total Amount USD Part Number 555627 0 img EA By Supplier Page 1 v of i P Manufacturer Info 555627 BD Biosciences BD Biosciences 7 add favorite compare By Category Showing only results BrdU from BD Bioscience 320 00 uso matching 5 A ee Part Number 556028 100TEST EA Cell Proliferation Viability e Lae Assays Manufacturer Info 556028 BD Biosciences Lag return to browse add favorite compare By Packaging UOM EA 7 BrdU from BD Biosciences 410 00 uso Part Number 556029 100TEST EA Manufacturer Info 556029 BD Biosciences Products 7 By Result Type add favorite compare PCNA from BD Biosciences 320 00 uso Part Number 56030 100TEST EA Manufacturer Info BD Biosciences add favorite compare PCNA from BD Biosciences 410 00 usp J Trusted sites Protected Mode On 100 34 The SmartCART home pages appears with items from the hosted catalogs that match the category ies that we chose To return to the Home Page you can click home shop Users should now be familiar with the SmartCART Home page links and location of items End of Procedure Page 11 User Manual
67. all B Personal o personal foicer a ailable Shared April Items December Sale Items Organization Forms Dyme Worklist Add to Favorites fF Supplies 1item s 22 00 USD PAARA catalog No SKU e Oo profile a history settlement Get started by selecting a folder to browse favorites or create a new folder on the left Use Favorites for quick access to items saved by you or shared by your organization You may create a new folder by simply clicking on the New button selecting the type of folder you wish to create You can start adding new favorites items to the folder right away Get started The favorites area works similar to your file Explorer on your computer Personal are those favorites that have been selected by the user Shared are those that have been posted by Procurement to highlight items or vendors The carts item will allow you view your active carts draft carts carts that are assigned to you by a window shopper favorites you have selected and your recent purchases The history item allows you to search by PO Cart purchase order or invoice These items are historical Active and draft carts and purchases are not viewed here The Showcased Suppliers box shows those suppliers that Procurement has chosen to highlight They may be new vendors or vendors having specials for that month Punch out suppliers are listed by category those listed are the most popular vendors in th
68. anual STERN RESERVE Click the SmartCART link SmMatlART V eProcurement t Cart or Add Iter to Cart gt K Select g No T Amit Nicole N Dyme rofile ct nto Ca gt Buyer Center Procurement Matrix cot Home Shop Search for io Peo Manage Requisitions Receive Items My Profile gt Services Procurement Everythi gt Accounts Payable ve ing mra advanced gt Commitment Control Lo search gt General Ledger z home shop favorites history Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items Showcased Suppliers Please add new line in order to s My Orders save this requisition Carts Recently Completed 5 Total Lines RD O BD Total Amount USD CASE WESTERN RESERV 1526 Punch out Lab Supplies Airgas IDT Welcome to the SmartCart Office Computer EE i i Jv Trusted sites Protected Mode On The SmartCart Home page appears Click the Dell logo box Dell is a Punchout supplier The Showcased Suppliers section will have links to suppliers that Procurement wants to highlight such as new suppliers to the system or those that are having specials Punch Out suppliers are those that have catalogs you will order from directly Hosted catalogs are those that have catalogs that the University hosts that you can purchase fro
69. are Genuine Windows Vista Latitude E6400 w Case l Business SP2 Price 923 61 Genuine Windows Downgrade XP Professional Vista Business SP3 Install E d SP2 Downgrade XP Professional Price 923 61 w Waiting for http premierconfigure us dell com dellstore config aspx cs RC EJ Jv Trusted sites Protected Mode On The Premier website appears After you have selected and customized the item you want to purchase click the Add to Cart button Add to Cart Ea Choose the correct option for Trade Compliance In our example click the I WILL NOT export this order outside the United States option Page 31 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSITY 12d Wm CASE WESTERN RESERVE UNIVERSITY a 1826 Home Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition E DOLL A Manage Requisitions Systems v Standard Configurations v Software amp Peripherals v Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control n Secure D General Ledger S hi pping my Shopping Guarantee SHIPPING PAYMENT VERIFY amp SUBMIT ORDER REQUISITION Requisition Summary There are no lines on this request Windows Life without Walls I Indicates Required Fields Please add new line in order to save this requisition T
70. bmit it for approval 2 Add Items and Services CASE1 Case Western Reserve Univ TRNAOO1 Nicole N Dyme Business Unit Requester Requisition Name Requisition Lines Line Description v C 1 CDICESB Penguin Brand Dry Airgas Great Lakes Inc Consolidate with other Reqs Override Suggested Vendor Due Date Quantity 4 0000 Ship To CEDARAP Q Review Shipping Address 1000099675 Quantity UOM Pounds Vendor Name 1 0000 Shipping Line 14 Status Active Attention Nicole N Dyme Amt tte Last q 531200 Q Q 97600 261221 10 Accounting Lines Customize Find View All First L a Chartfields1 Penaas Line Percent Amount Speed Type Account Event Fund Dept Project Class 1 E 100 0000 1 95 C Select All Deselect All L Add to Favorites Add to Template s Justification Comments 100 LE internet If you want to change the location your order will be shipped to click the look up icon Page 105 User Manual SmartCART Manual CASE WESTERN RESERVE lIVERSIT Ra gt Create Requisition Windows Internet Explorer mef Ge J gt https fintrn case edu psp fintrn EMPLOYEE ERP c P _MAIN_MENU P _REQ_ENTRY GBL PORTALPARAM_PTCNAV EP_PY 4 X j Pe File Edit View Favorites Tools Help amp convert F Select ww create Requisition P d H dah z Page Tools MA Case WESTERN RE CASE WESTERN
71. ccount Event Fund Dept Project Class 4 100 0000 1 95 Total Lines Total Amount USD C Select All Deselect All L Add to Favorites Q3 Add to Template s iJ Delete Justification Comments C Send to Vendor _ Show at Receipt Show at Voucher fr Check Budget B Save amp submit Save amp preview approvals X Cancel Changes Find more items F amp e Internet Use the Attention field to change the name to the correct person receiving the items If you are using a generic building and room number we recommend that you use this field for your name and any clarifying remarks that you would typically provide the Airgas team The field is limited to 30 characters Click the Save amp Submit button to process your requistion and order JBTOM3eTgxQVV 1TGc6MQ amp AuthEventSource SSO 17 Additional Contact Information General SmartCART inquiries By E mail SmartCART case edu By Phone Customer Care Team 368 2560 Airgas Assistance By E mail airgas case edu By Phone Ship to Location Assistance By E mail cwrushipto case edu To request an addition or modification complete this form https spreadsheets google com a case edu viewform formkey dEFY OGF6 dko3dk End of Procedure Page 110 CASE WESTERN RESERVE User Manual i SmartCART Manual Page 111
72. crew Caps link Page 52 CASE WESTERN RESERVE User Manual SAI tT hae SmartCART Manual CASE WESTERN RESERVE DM UNIVERSITY mfa Home Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center J SelectSite Punchout Procurement Matrix Create Requisition z ae a END Place Rapid Order View Shopping Cart Receive Items Nicole N Dyme Mv akie ee manent Fisher PunchOut Partner My Hotlists Status My Profile My Templates Review Requisitions gt Services Procurement My Quotes gt Accounts Payable gt Commitment Control gt General Ledger supplier Application Requisition Summary Back to Search Results There are no lines on this request Scania ear ie hadi in iin Ais isherbrand Reusable Glass Tubes with Phenolic Screw Caps save this requisition Phenolic screw cap with white rubber liner Total Lines Total Amount USD See details 4 959 25A O D x L 13 x 100mm 14 959 25A aooo Case of 1000 for 201 59 Add to Hotlist Add to Cart e Case of 1000 for 200 46 ta P UA View Accessories Add to Hotlist A Add to Car v lt gt P aO meme CTER k a a _ View Accessories O D x L 16 x 100mm Enter the quantity in the Quantity field For this example enter 1 Click the Add to Cart button Fa _ _ _ _ _ Add to Cart Page 53 User Manual SmartCART Manual CASE WESTERN RESERVE x NIVERSI
73. ction Ordering from multiple vendors section To finish shopping click the Place Order button Page 33 User Manual SmartCART Manual Step Notice the purchase in the Requisition Summary 15 Page 34 CASE WESTERN RESERVE UNIVERSIT Y 2d CASE WESTERN RESERVE UNIVERSITY ra 1826 Worklist Add to Favorites v eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions F TST Ess k Receive Items Ck 1 Define Requisition Add Items 3 Review and Submit My Profile R z b Services Procurement Add lines to the requisition specifying the information necessary to procure each item or service gt Accounts Payable Search gt Commitment Control gt General Ledaer Favorites Templates SmartCART Special Request Select a Request Type Special Item Request an item that is not listed in the Catalog Description OPTIPLEX 960 z MT OptiPlex 9 Variable Cost Service Request a service for which the fee is based on the time worked Fixed Cost Service Request a one time service for a flat fee Time and Materials Request a service for which the fee is based on the time worked and materials used Total Lines Total Amount USD Review and Submit vf Trusted sites Protected Mode On To submit the Requisition with your SmartCart order Click the 3 Review and Submit link MA CASE W
74. d Category Approval Pending Ken Fusion Edit Requisition Check Budget View printable version Manage Requisitions Create New Requisition EP a internet A 100 19 The Confirmation screen appears If there are approvals those will appear in the Approvals box If you are a self approver the item will be approved and processed You can view and monitor the requisition the same way you do for any Special Requests you order by clicking Manage Requisitions lanage Requisitions 20 End of Procedure Page 37 User Manual SmartCART Manual CASE WESTERN RESERVE OSG Ordering from multiple vendors This section explains how SmartCART allows orders from multiple vendors and suppliers on the same Requisition Each supplier receives a Purchase Order In addition each item is a line on the requisition Therefore each line item will need to have a SpeedType entered The advantage of this is that you can order for multiple projects or speedtypes on the same requisition Each vendor will recieve their own Purchase Order from SmartCART Procedure To begin lo D g in to Financials and proceed to the SmartCART Home page CASE WESTERN RESERVE UNIVERSITY a Rik Personalize Content Layout gt My Favorites gt Employee Self Service gt Vendors gt Purchasing gt eProcurement gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger gt
75. e Chartfields1 Penaas Line Percent Amount Speed Type Account Event Fund Dept Project Class i Q 100 0000 1 95 Q C Select All Deselect All L add to Favorites Add to Template s Justification Comments C Send to Vendor Show at Receipt Show at Voucher Find more items a internet 100 Comments entered in the Justification Comments section will not be seen by the Vendor This comments field should not be used for SmartCART orders to communicate with the vendor Page 109 User Manual ly CASE WESTERN RESERVE SmartCART Manual MUNIVERSIT Ai K CASE WESTERN RESERVE UNIVERSITY afi 7 eProcurement Requisition Lines gt Buyer Center Procurement Matrix Create Requisition 7 1 CDICESB Penguin Brand Dry 1 Airgas Great Lakes Inc 4 0000 Pounds Manage Requisitions Receive Items Consolidate with other Reqs M Override Suggested Vendor Line Description Vendor Name Quantity My Profile D Services Procurement Shipping Line 4 Due Date EJ Quantity 1 0000 gt Accounts Payable CEDARAP S i aa E Status Active Ship To Q Review Shipping Address gt General Ledger Attention Nicole N Dyme Lab by the desk Requisition Summary cat j Amt v Description Distribute by CD ICESB Penguin Accounting Lines Customize Find View Au MM First 4 4 ofa gt Last Brand D Chartfieldst Ponas Line Percent Amount Speed Type A
76. e click the BD Biosciences 15 link BO Biosciences 15 CASE WESTERN RESERVE UNIVERSITY cn 1G Home Worklist Add to Favorites Sign out Menu El v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger wg 2010 04 08 TRNA001 01 1 item s 79 50 USD TREEGE Catalog No SKU VP history settlement profile Everything advanced search test tubes i Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Showing 1 15 of 15 results Compare Selected 0 q Page 1 vilofi P 1 010 00 Usp SOTEST EA Results for Everything BD Biosciences test tubes Include similar terms Please add new line in order to save this requisition Refine and Filter Search 7 Add Keywords Products per page CD4 CD8 CD3 with Trucount Tubes FITC PE PerCP Anti Hu Clone SK7 50 tests from 8D Biosciences Part Number 340401 Manufacturer Info 340401 BD Biosciences ra Best Match Total Lines Total Amount USD By Supplier Showing only results add favorite compare matching BD Biosciences show all 895 00 Usp Page 22 By Category Flow Cytometry Controls 1 Flow Cytometry Reagents 14 By Packaging UO
77. e or our customer care department CE internet Step Action 14 Review the Order Click the confirm order button OLO CASE WESTERN RESERVE UNIVERSITY PAE Worklist Add to Favorites Sign out v eProcurement gt sme W 2010 04 09 TRNAOO1 01 1 item s 11 00 USD gt Buyer Center Procurement Matrix ei Catalog No SKU P Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement TF F gt EAR place Order D Accounts Payable gt Commitment Control B gt General Ledaer history settlement profile Cart Name 2010 04 09 TRNAOO 01 Requisition Summary Prepared for Nicole N Dyme z Select a different user There are no lines on this request g Prepared by Nicole N Dyme Please add new line in order to Supplier Line Item Details save this requisition Show line details For selected line items Add To Favorites Total Lines Staples Advantage more info Total Amount USD The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more details The following lines cannot be accessed on the supplier s website Click this message for more details Line s 1 Product Description Catalog No p oa eid Quantity Ext Price Staples Presentation Binder 6 Sleeve Cap White more info STP463380 EA 2 20 5 EA 11 00 USD F Supplier
78. e searching for all options which includes partial searches of your keyword Click the advanced search link CASE WESTERN RESERVE INIVERSIT Y tak v7 eProcurement gt Buyer Center Procurement Matrix Manage Requisitions Receive Items My Profile gt Services Procurement f D Accounts Payable Advanced Search Everything Sepie saatii gt Commitment Control gt General Ledger v Find Results That Have All of These Words Supplier Requisition Summary Part Number SKU Manufacturer Name There are no lines on this request Please add new line in order to Other Options save this requisition Include similar terms Exclude Words Total Lines Exact Phrase Any of These Words Total Amount USD Search change preferences Go to favorites quick order Browse suppliers categories Action Items Showcased Suppliers My Orders Carts Recently Completed 5 RD GBD CASE WESTERN RESERVE 15206 Lab Supplies Welcome to the SmartCart Ai Fisher Thank You For Coming rgas sistin l p IDT P amp Internet Page 6 CASE WESTERN RESERVE User Manual ESE ee meni SmartCART Manual The advanced search options will open The first time you search change your preferences Click the change preferences link on the bottom right of the search area hange preferences
79. earch in the Shop field For our example enter tubes Welcome to the SmartCart The first time the search is used set your preferences to allow searching for all like items with the keywords Click the advanced search link Page 68 CASE WESTERN RESERVE User Manual aS rs 1826 SmartCART Manual ES https fintm case edu psp fintm EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAM_PTCN s x Googe 2x Links Customize Links Free Hotmail Windows W Windows Marketplace Windows Media File Edit View Favorites Tools Help jConvet P Select Google 2B search gt py E Sharer gt E Sidewiki We Ge E Creste Requisition CASE WESTERN RESERVE UNIVERSITY P EN E Worklist Add to Favorites Sign out Menu v7 eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items __ MyProfile simple search Advanced Search Everything Requisition Summary Find Results That Have There are no lines on this request All of These Words tubes Supplier Please add new line in order to save this requisition Part Number SKU Manufacturer Name Total Lines Total Amount USD Other Options Include similar terms Exclude Words Exact Phrase Any of These Words change preferences Go to favorites quick order Browse suppliers categories
80. eastream Consumer Prod LLC 10 NIB National Industries for the Blind Officemate International 5 Panter 8 Samsill 164 Stride Writing 16 United Stationers 102 US Gerslyn 1 View All gt Ecoffice EPA 441 Other 15 Recycled 847 Cart y Items 0 Order NOT SAVED masy Compare Selected Sort by Top Sellers Staples Poly Binder Green 1 Ring Diameter Staples STP648919 E Compare S Simply Economy Round Ring View Binder 3 Ring Diameter Black Staples STP807724 E Compare Staples Color Edge Plus Plastic Frosted Binders Blue 350 Sheet Capacity 1 1 2 Ring Diameter Staples STP429285 E Compare Staples 3 Hole Punch Sheet Protector Clear 12345 Next gt gt Qty 5 2 25 EA eam Add To List Qty __ 4 69 EA em Add To List Qty 5 72 EA eun Add To List 100 Enter the quantity to purchase in the Qty field For this example enter 5 Click the Add To Cart button Add to Cart Page 41 User Manual SmartCART Manual CASE WESTERN RESERVE SIT UNIVERSI 826 MA CASE WESTERN RESERVE UNIVERSITY for B26 Home Worklist Add to Favorites Sign out Menu T v eProcurement gt Buyer Center B SelectSite Punchout Procurement Matrix Create Requisition Home Support Log Off Cart W 11 98 Mana e Requisitions Keyword Item Number Set Default Shopping List ne 1
81. ee Hotmail Windows Windows Marketplace Windows Media File Edit View Favorites Tools Help Convert v PD Select Contribute J Edit in Contribute Fj Post to Blo Google pi 24 Search to hr Sidewiki YF Check 4a Translate gt N O Sign In we k Create Requisition a A y am y i Page v G Toos 4 amp s CASE WES TERN RESERVE E INIVERS Home Worklist Add to Favorites Sign out Menu i eProcurement D Buyer Center Procurement Matrix Create Requisition Manage Requisitions if Receive Items My Profile Everything advanced Requisition Summary co search There are no lines on this request 3 Lab Supplies Medical Clinical Please add new line in order to Office Computer yse suppliers categories save this requisition MRO Facilities 4 Furniture Fi Action Items Services wcased Suppliers Supplies Manager Vf Total Lines Total Amount USD My Orders Manufacturing Carts Recently Completed 5 Books Electronics D RAD RD ms BD Specialty Food Food Equipment CASE WESTERN RESERVE 1626 Punch out Lab Supplies Airgas IDT P vf Trusted sites Protected Mode On 100 v De a T o E a _ E Microsoft Excel Case Western Reser Create Requisition Case Western Reser a lt m CY gt 4 05 PM Click the Shop dropdown to view a list of the searchable categories Enter your the key words for the items to s
82. ees 77 Copying Carts for new O6dGi Sei ssccssecsscceseseseccsecsscsesesesecsewesscsesesesewssecsscsesesssacseucescsessseseossecssciees 83 Window Shopper Approvers Approving amp Placing Order ssssssccsssssssssssssssssseees 88 Appendix Best Practices using SmartCART ccccssssssssssssssssssssssssssssssssssssssssssssssssssssses 97 Appendix Processing Returns from SmartCART orders ccsssssssssssssssssssssssssssssssssees 99 Appendix Mac OS X and Safari 4 using SmartCART sccccccccccssssssssssssssssssssssseees 100 Appendix Airgas Shipping Information ccccsssssssssssssssssssssssssssssssssssssssssssssssssssssssss 101 Page ili CASE WESTERN RESERVE User Manual St 826 SmartCART Manual SmartCART SmartCART Convenient Advanced Requisitioning Tool is a software tool that consolidates the ordering of those things that you need to get your job done How does it work Think Amazon com one place where multiple vendors will list their products so your transaction and invoicing is automatic The SmartCART system went live on campus May 2010 The system has various vendors to purchase items The Punchout Catalogs are those that go directly to the company website and allow a user to purchase items online and then pull that information back into the SmartCART system and and ultimately create a requisition in the Financials system The Hosted Catalogs are vendors that have catalogs similar
83. eir category More punchout suppliers may be available than are listed on the home page Use the Browse suppliers link to see all suppliers available in SmartCART Page 5 User Manual SmartCART Manual The Action Items box shows on the SmartCART home page when orders have been completed or carts that have been assigned to you CASE WESTE RN RESERVE E Completed orders are those that have been Placed and a requisition created in PeopleSoft Financials Assigned Carts are those that have been Assigned to you for approval and purchase from a Window Shopper The Welcome box will contain messages from Procurement for SmartCART users Messages can include but are not limited to new vendor information specials from a vendor or notices to users The Cart icon and information on the top right of the home page will contain information about the cart that is being created Information includes the name of the cart default or custom number of items and the total dollar amount purchased The Search for area will allow searching in hosted catalogs only These catalogs are hosted within the system Searching punchout catalogs is not available from the SmartCART system since these catalogs leave SmartCART and enter the vendor website Another area for searching is the Shop at the Top option This is for hosted catalogs only Search by category using the drop down and selecting or search using the Everything category To utiliz
84. eopleTools My Personalizations My System Profile My Dictionary Jv Trusted sites Protected Mode On The Create Requisition screen appears Click the 2 Add Items and Services link 2 Add Items and Services Click the SmartCART tab omantlaART Page 15 User Manual MA CASE WESTERN RESERVE SmartCART Manual MUNIVERSIT Ap 12 Click the SmartCART link SmMatlART CASE WESTERN RESERVE UNIVERSITY Aai N eProcurement I Amit Nicole N Dyme yrofile gt Buyer Center Procurement Matrix C cb Home Shop favorites history settlement profile Manage Requisitions Receive Items My Profile gt Services Procurement Everything co advanced search Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request P Action Items Please add new line in order to ies My Orders save this requisition Carts Recently Completed 5 Total Lines Total Amount USD K CASE WESTERN RESERVE s f i y 1526 Welcome to the SmartCart J Trusted sites Protected Mode On The SmartCart screen appears To see all hosted catalogs click the Browse suppliers link Browse suppliers Page 16 CAs 7 I k L Y rk 4 ame UNIVERS Menu E v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive
85. essary to procure each item or service Search Favorites Templates SmartCART Special Request Select a Request Type Special Item Request an item that is not listed in the Catalog Description Fixed Cost Service Request a one time service for a flat fee OPTIPLEX 960 i 3 MT OptiPlex 9 Variable Cost Service Request a service for which the fee is based on the time worked Time and Materials Request a service for which the fee is based on the time worked and materials used Total Lines Total Amount USD Review and Submit To submit the Requisition with your SmartCart order Click the 3 Review and Submit link CASE WESTERN RESERVE UNIVERSITY pa Worklist Add to Favorites v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items 1 Define Requisition 2 Add Items and Services My Profile gt Services Procurement Review the details of your requisition make any necessary changes and submit it for approval Business Unit CASE1 Case Western Reserve Univ Requester jg Loudiana Jennifer Currency RequisitionName Joe Case Priority Description Requisition Lines OPTIPLEX Line Description Vendor Name Quantity UOM 960S OptiPlex 960 C 1 OPTIPLEX 960S OptiPlex 960 Sma Total Lines C Select All Deselect All Total Amount USD L Add to Favorites G3 Add to Template s Justification Comments Find more
86. formation on set up Cart Name The Cart Name will default to today s date your ID and a number for example 2010 04 07 TRNAOO1 01 This naming scheme can become problematic when you are working with multiple cart purchases in the same day as well as working with Window Shopper carts The Best Practice recommendation is that the name be changed to something meaningful regarding the items in the cart For example Joe Smith purchasing for or Summer 2010 lab supplies location and term purchase January 2010 Office supplies regular purchase by month Editing Items The ability to edit SmartCART carts is available anytime while you are in SmartCART The Best Practice recommendation is to edit and finalize the cart for purchase before clicking Place Order or Assign Cart This allows the cart to stay in synch with your Requisition and Purchase Order Modifications may be done in PeopleSoft Financials however keep in mind that the Requisition and the Cart may not be the same when you view them historically Editing Assigned Carts from Window Shoppers The ability to edit Window Shopper carts is available The Best Practice recommendation is the same as when creating carts in SmartCART through eProcurement make sure to edit and finalize your carts in SmartCART Approvers are able to delete and change quantities in Window Shopper carts Ship To locations Ship To locations will be in the system Before doing purchasing in SmartCART c
87. ge Size 20 v q Page 1 of 1 b E Jv Trusted sites Protected Mode On 100 v ee ees E Microsoft Excel Case Western Reser Create Requisition m a a CH fo 11 57 AM 5 Punch out Suppliers are indicated by an icon that looks like an arrow through a bullseye Hosted Catalog Suppliers are indicated by a open book icon New vendors will be posted here as well as on the Procurement and Distribution website at http campusservices case edu PDSHome aspx They will also be announced in The Daily email newsletter End of Procedure Page 14 CASE WESTERN RESERVE User Manual ae 826 SmartCART Manual Ordering from a Hosted Catalog Hosted Catalogs are catalogs from suppliers that are hosted for and at CWRU and are located within the SmartCART system Using hosted catalogs allows a user to search across catalogs and vendors and compare items from all hosted catalogs Procedure To begin an order from a Hosted Catalog log into Financials to get started JA CASE WESTERN RESERVE Bap UNIVERSITY Ae Personalize Content Layout gt My Favorites gt Employee Self Service gt Vendors gt Purchasing gt eProcurement gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger gt Case Departmental Deposits gt Case Petty Cash Management gt SCM Integrations gt Set Up Financials Supply Chain gt Worklist gt Tree Manager gt Reporting Tools gt P
88. ge and buy the items from Airgas When ready to order Click the Place Order button Page 101 CASE WESTERN RESERVE UNIVERSITI e 182 User Manual SmartCART Manual UNIVERSITY wee esa MA Cast Wester Re CASE WESTERN RESERVE Worklist Add to Favorites v eProcurement gt Buyer Center Procurement Matrix Create Requisition Edit Requisition Manage Requisitions Receive Items Ck 1 Define Requisition 2 Add Items and Services My Profile gt Services Procurement gt Accounts Payable gt Commitment Control Business Unit CASE1 Case Western Reserve Univ Review the details of your requisition make any necessary changes and submit it for approval Nicole N Dyme Currency Requester Requisition Name 1000099675 Description Requisition Lines CD ICESB Penguin Tp ee Brand D J C 1 CDICESB Penguin Brand Dry Airgas Great Lakes Inc Total Lines Total Amount USD C Select All DeselectAll L Add to Favorites Q3 Add to Template s Justification Comments C Send to Vendor _ Show at Receipt C Show at Voucher Find more items ir internet Click the Payment and Shipping Icon Page 102 CASE WESTERN RESERVE User Manual EE csr 1826 SmartCART Manual PF Case Western RE CASE WESTERN RESERVE UNIVERSITY _ ger ge Worklist Add to Favorites v eProcurement gt Buyer Center Procurement Matrix Create Requisition Edit Requisition
89. heck eProcurement to see that other locations for your department are there The are locations you normally would enter in the Modify Shipping Address area for one time shipping The location associated with your ID will be the same How to check Log into PeopleSoft Financials gt Click eProcurement gt Click Manage Requisitions gt Choose any Requisition and Copy it gt Click the paper icon to expand one of the items Click the lookup icon looking glass next to the Ship To box to see the list and descriptions of locations To view the additional department locations search for the building they will be coded by building and room When finished Cancel this requisition Page 97 User Manual SmartCART Manual Way CASE WESTERN RESERVE l a End of Procedure Page 98 CASE WESTERN RESERVE User Manual 826 SmartCART Manual Appendix Processing Returns from SmartCART orders SmartCART has changed the return process for items Contact the vendor Customer Service to process returns Contact Procurement amp Distribution for more details at 368 2560 or smartcart case edu Procedure SmartCART has changed the return process for items Contact the vendor Customer Service to process returns Contact Procurement amp Distribution for more details at 368 2560 or smartcart case edu Page 99 User Manual SmartCART Manual Way CASE WESTERN RESERVE Appendix Mac OS X and Safari 4 using SmartCART Procedure
90. iana Jennifer Currency Architect Scale nr y Triangula Requisition Name Priority Requisition Lines Total Lines Line Description Vendor Name Total Amount USD v E 41 Architect Scale Triangular 1 Consolidate with other Reqs Shipping Line 4 Due Date E Quantity 1 0000 Status Active Ship To CEDARAP Q Review Shipping Address Attention Loudiana Jennifer Distribute by AM P vf Trusted sites Protected Mode On 100 Create Requisition al lt s il CH gt 8 33AM The Ship To is now CEDARAP To make sure the address is correct click the Review Shipping Address link Review shipping Address Page 62 MA CASE WESTERN RESERVE User Manual MENIER 1826 SmartCART Manual kele OO https verpuapd102 case edu 8290 psp findev EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL FolderPat v 4 X Google P Links Customize Links Free Hotmail Windows W Windows Marketplace Windows Media File Edit View Favorites Tools Help E_Convert P Select Contribute E Edit in Contribute Fj Post to Blo Google 8 Search P B hr L Sidewiki YF Check 4al Translate gt gt amp Signin ww Create Requisition a v odh y i Page G Toos Ov 4i CASE WESTERN RESERVE UNIVERSI Home Worklist Add to Favorites Sign out Menu Z v eProcurement A Help gt Buyer Center Procurement Matrix B Create Requisitio
91. ine in order to PAYMENT VERIFY amp SUBMIT ORDER REQUISITION save this requisition Indicates Required Fields Total Lines Total Amount USD Delivery Option No Charge Lowest Cost 3 5 Day Delivery 2nd Business Day Delivery Fast Delivery Your order will be delivered up to 2 business days after it ships Next Business Day Delivery Fastest Delivery Your order will be delivered on the next business day after it ships WILL NOT expor this order outside the United States IWILL export this order outside the United States The export of any product and software purchased from Dell must be made in accordance with all relevant laws of the United States v innhidina nand wrth ard limbatinn tha tl C Cunnart A dminintentinan Mamnliatinnn Thin mar eramirien that sanm nhinin a fnrmal awnart innnna nr i gt EJ P a internet 100 Action Click the Continue button CASE WESTERN RESERVE UNIVERSITY se R Home Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center p SelectSite Punchout Procurement Matrix a Create Requisition J SHIPPING PAYMENT Manage Requisitions Receive Items My Profile Your Order Requisition is nearly complete Please review the following details and edit if necessary Select Submit Order gt Services Procurement Requisition bottom right to submit gt Accounts Payable gt Commitment Control gt General Ledger
92. items End of Procedure Page 87 User Manual SmartCART Manual CASE WESTERN RESERVE Window Shopper Approvers Approving amp Placing Orders Procedure Approvers will recieve an email to let them know a cart has been completed and assigned to them Once this email has been recieved the approver can log into Financials and proceed to the SmartCART home page Approvers will receive an email from support sciquest com with the subject of A shopping cart has been assigned to you Back to Inbox Archive Reportspam Delete Movetow Labelsv More actions A shopping cart has been assigned to you inbox x support sciquest com to me show details 1 55 PM 13 minutes ago Reply Re A shopping cart has been assigned to you Cart Name 2010 04 08 jcase 01 Prepared for Joe Case Prepared by Jennifer Loudiana Dear Jennifer Loudiana A shopping cart has been assigned to you by Joe Case noreply case edu The shopping cart can be accessed for review in Draft Carts in Smart Cart Please log in to PeopleSoft to create the requisition and access Smart Cart If applicable the user has submitted the following additional comments Please order Speedtype should be OPR2621221 If you have any questions with regard to this shopping cart please contact your Smart Cart Support Team Support Team Contact Information Thank you Case Western Reserve University Reply gt Forward The email will be from support sciquest c
93. j P gt Buyer Center co Absolute Counting Tubes from BD Biosciences 395 00 uso Procurement Matrix B Part Number 340334 Create Requisition J y Sa Manufacturer Info 340334 BD Biosciences Manage Requisitions BD Biosciences 19 Receive Items Bio Rad Laboratories 130 add favorite compare My Profile R amp D Systems Inc 2 _ __ Capillary Tubes With Casting Tube 69 00 usp Spee from Bio Rad Laboratories T Part Number 165296 There are no lines on this request Bio LC System Manufacturer Info 16529 Accessories 5 7 Please add new line in order to Buffers 1 save this requisition Desiccants 1 Glass Tubes from Bio Rad Laboratories 65 00 usp Flow Cytometry Part Number 6PC EA Total Lines Controls 1 es Manufacturer Info 1652978 Bio Rad Laboratories Total Amount USD By Packaging UOM om add favorite compare cs 1 EA 148 5 0 mm ID Glass Tubes from Bio Rad Laboratories 89 00 uso 1 EA 2 Part Number 1653122 7mm EA Bio Rad Laboratories ae ee ee add favorite compare By Result Type Manufacturer Info 1653122 Bio Rad Laboratories Products 151 add favorite compare 1 0 mm ID Glass Tubes from Bio Rad Laboratories Part Number Manufacturer Info 1653136 Bio Rad Laboratories add favorite compare P J Trusted sites Protected Mode On 100 i E Microsoft Excel Case Western Reser Create Requisition Case Western Reser z i CY o 4
94. link of the location and room you want to ship your items BRB303 Page 107 User Manual SmartCART Manual Create Requisition Windows Internet Explorer CASE WESTERN RESERVE UNIVERSIT 826 Mek Go https fintrn case edu psp fintrn EMPLOYEE ERP c PY_MAIN_MENU PY_REQ_ENTRY GBL PORTALPARAM_PTCNAY EP_PV Y Be File Edit View Favorites Tools Help convert F select we k create Requisition fa A eh gt Page Tools il Ng CASE WESTERN RESERVE UNIVERSITY _ esr ise Menu I v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement Create Requisition Ck 1 Define Requisition Business Unit CASE1 Requisition Summary gt iption Requester Home Worklist Add to Favorites Sign out Help 2 Add Items and Services Review the details of your requisition make any necessary changes and submit it for approval Case Western Reserve Univ Nicole N Dyme CD ICESB Penguin Brand D Requisition Name Requisition Lines Line Description a e Total Lines Total Amount USD CD ICESB Penguin Brand Dry I Consolidate with other Reqs Due Date Ship To Shipping Line 1 Status Active Vendor Name Quantity UOM Airgas Great Lakes Inc Pounds V Override Suggested Vendor 1 0000 EJ Quan
95. m Since Dell is a punch out catalog the system will go directly to the Premier website Page 30 CASE UNY WESTERN RESERVE User Manual oe avii SmartCART Manual i Worklist Add to Favorites Sign out v eProcurement gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition Receive Items My Profile Specially Priced t Case Get Started gt Services Procurement s aor gt Accounts Payable Optiplex 960 SFF wi Case Software Click on the category names in your gt Commitment Control 819 99 Genuine Windows top menu bar to view links to your gt General Ledger Ea A Price 819 z organization s online store services Vista Business and more SP2 Downgrade Requisition Summary okin gt Read More There are no lines on this request Customize Addto Cart Please add new line in order to save this requisition gt Contact Your Account Team Featured Products View All Optiplex 960 Mini Tower w Case Software Total Lines i Genuine Windows ClearChat Comfort USB Total Amount USD amiz di aat Vista Business Stereo Headset with Micropho amia SP2 Downgrade XP Professional Price 35 79 Installed E Customize Customize Addto Cart Addto Cart Latitude E4300 w Case Software Price 1 000 11 Genuine Windows Vista Business SP2 Downgrade XP Professional SP3 Install E Customize Addto Cart Latitude 6400 wi Case softw
96. martCART Manual UNIVERSIT i pee CASE WESTERN RESERVE E UNIVERS Home Worklist MultiChannel Console Add to Favorites Sign out v eProcurement New Window Help Customize Page gt Buyer Center gt Manage ERP Integration Procurement Matrix Manage Requisitions Create Requisition Manage Requisitions z Approve Requisitions To locate requisitions edit the criteria below and click the Search button Receive Items Business Unit CASE1 Q Requisition Name a Requisition ID Q Request Status All butComplete Budget Status Administer Procurement Date From 04 01 2010 EJ Date To 04 08 2010 E Q My Profile D Services Procurement Requester jil91 Entered By Q POID Search Clear gt Production Control gt Configuration Modeler To view the lifespan and line items for a requisition click the Green Circle icon g9 gt Product Configurations gt Quality To edit or perform another action on a requisition make a selection from the Action dropdown list and click Go gt Demand Planning Req ID Requisition Name BU Date Status Budget Total gt Inventory Policy Planning lt gt Supply Planning 1000099297 Joe Case CASE1 04 08 2010 Approved Not 819 99USpD Select Action v Go gt Grants Chkd gt Program Management gt Project Costing gt Proposal Management gt Maintenance
97. me Worklist Add to Favorites Sign out Awe JUL Eine ay a o v Line Information Item Description Vendor Name Latitude 1 E4300 IntelREG t 1 005 21000 USD Core CULT TUBE SC 2 CAP 13X100MM FISHER SCI 001 K 201 59000 USD Mi 3 Staples i Binder CORP EXP 001 2 25000 USD Green M Select All Deselect All L E view etaiic Pending Ken Fusion Ken Fusion Worklist Details lt 5000 Approver Navigator Enter Approver Comments tax Center Order is good Change My Password My Personalizations My System Profile My Dictionary amp Approve Deny Return to Worklist Cast WESTERN RESERVE UNIVERSIT tee tie Home Worklist Add to Favorites Sign out Saved Requisition Approval Confirmation 1000099292 has been approved Review Edit Approvers Stage 1 v Requisition 1000099292 Approved gt ViewHide Comments Approved S Ken Fusion lt 5000 Approver 4 1 2010 11 19 AM Return to Worklist Worklist Details Navigator Change My Password My Personalizations My System Profile My Dictionary CE internet Page 75 User Manual SmartCART Manual Way CASE WESTERN RESERVE You may return to your worklist Click the Return to Worklist link This conludes the section on how to approve SmartCART requisitions Note after approvals there is not buyer a Purchase Order will automatically be created for the items ordered
98. n Shipping Address Manage Requisitions Receive Items Line Description My Profile 1 Architect Scale Tri 1 0000 Each 22 07000 USD Sched Num Ship To Quantity Due Date Total Requisition Summary Description 1 Cedar Aven 1 0000 22 07 USD Architect Scale Triangula Country SA United States Prefix Total Lines Address 1 P asing A ts Payable Phone Total Amount USD Address 2 Ext Address 3 0900 Euclid Avenue Fax City County State OK amp A Trusted sites Protected Mode On amp 100 v o 7 m gt rr Spark j9 Create Requisition m lt ee Wot 8 33AM A non editable Shipping Address screen appears Review for accuracy when finished click OK to return the requisition For questions on Ship To locations contact Procurement and Distribution at 368 2560 or email smartcart case edu End of Procedure Page 63 User Manual SmartCART Manual Viewing Carts and Draft Carts This section will demonstrate how to view and navigate your carts Procedure CASE WESTERN RESERVE UNIVERSIT R To begin log into Financials and proceed to Create Requistion and navigate to the SmartCART Home Page See the document Using the SmartCART System for information CASE WESTERN RESERVE Map UNIVERSITY on tak Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt
99. ns from your search For example by Supplier or By Category It also lists the number of items in that category Refine and Filter Search 14 The compare link can be used only with hosted catalogs Click compare on each item you would like to compare a green check appears next to the word compare for those items that are to be compared compare 15 To change this preference and not compare items you can click the remove link When ready to compare click the Compare Selected 2 button on the top right of the page _Compare selected 2 Page 20 CASE WESTERN RESERVE User Manual a 826 SmartCART Manual CASE W ESTERN RE SERVE w IRIG eProcurement gt Buyer Center y Procurement Matrix rd OE Product Comparisons Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable Add To Active Cart gt Commitment Control gt General Ledger favorites Select go oO Add to Cart Requisition Summary There are no lines on this request Qty 1 2 Qty 1 B Product Details Tubes Conical 1 5 ml Tubes Conical 1 5 ml Please add new line in order to save this requisition Catalog No 2240100 2240110 Total Amount USD Price 79 50 USD 109 00 USD Supplier E Bio Rad Laboratories E Bio Rad Laboratories Category Microtubes Microtubes UOM Price per UOM 79 50 USD unit 109 00 USD uni
100. nt USD Ship To Location Description CEDARDOCK Cedar Ave Loading Dock CEDARAP Cedar Avenue Services AP J Trusted sites Protected Mode On 7 Spark HST f Create Requisition Results for any description that has the word cedar will appear To send to Accounts Payable click the CEDARAP link Page 61 User Manual CASE WESTERN RESERVE SmartCART Manual VERSIT UNIVE IAA Sea https verpuapd102 case edu 8290 psp findev EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL FolderPat v 4 X Google P Links Customize Links Free Hotmail Windows amp Windows Marketplace Windows Media File Edit View Favorites Tools Help Convert P Select Contribute E Edit in Contribute Fj Post to Blo Google A Search B dP A Share amp Sidewiki YW Check 4aj Translate gt amp gt Sign In ww Create Requisition in fh y By a bp Page v GToos y i amp K CASE WESTERN RESERVE BSPUNIVERSITY cov shi Home Worklist Add to Favorites Sign out Menu ie v eProcurement Help a gt Buyer Center E Procurement Matrix E Create Requisition Create Requisition Manage Requisitions Receive Items 1 Define Requisition 2 Add Items and Services E My Profile 2 Review the details of your requisition make any necessary changes and submit it for approval Business Unit SE1 Case Western Reserve Univ Description i a Loud
101. om with the subject of A shopping cart has been assigned to you Details will include the name of the Cart who prepared the cart and who the approve is yourself the message will contain messages from the Window Shopper about the purchase and explain how to retrieve the cart Page 88 Ny CASE WESTERN RESERVE User Manual M UNIVERSITY img SmartCART Manual CASE WESTERN RESERVE BapUNIVERSITY at Worklist Add to Favorites Sign out Menu A v eProcurement A gt Buyer Center y Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement aoa gt Accounts Payable ve ing advanced gt Commitment Control Lco search gt General Ledger Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Action Items Showcased Suppliers My Orders Carts Recently Completed 5 Please add new line in order to save this requisition Total Lines View Assigned Carts Total Amount USD ox RD on WD CASE WESTERN RESERVE 1826 Welcome to the SmartCart Thank You For Coming internet R 100 Point to the View Assigned Carts link Follow the process to log into Financials and Create a Requisition Navigate to the SmartCART home page Click the View Assigned Carts link to see the carts that were assigned to you
102. on Comments E xY lt i gt a internet 100 31 Enter the SpeedType in the SpeedType field Speed Type Total Amount 1 869 50 U Each line item will need to have a SpeedType entered The advantage of this being per line is that you can order for multiple projects or speedtypes on the same requisition Each vendor will recieve their own Purchase Order from SmartCART Page 26 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSI rst 1826 CASE WESTERN RESERVE UNIVERSI ror RRG Home Worklist Add to Favorites Sign out Menu E v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Description Qty UOM CD3 CD4 CD45 with 2 EA Trucount Tubes Conical 1 5 ml 1 EA Total Lines 2 Total Amount USD 1 869 50 Cast WESTERN RESERVE UNIVERSI Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Description Qty UOM CD3 CD4 CD45 with 2 EA Trucount Tubes Conical 1 5 ml 1 EA Total Lines 2 Total Amount USD 1 869 50 f B26 Home Line Percent Amount Speed Type Account Event Fund Dept 100 0000 1 790
103. onal Installed E Estimated Delivery Date 4 29 2010 Catalog Number 25 RCRC957231 2244086 Module Description Show Details OPTIPLEX 9605 OptiPlex 960 Small Form Factor Base Up to 90 Percent Efficient Power Supply Genuine Windows Vista Business SP2 Downgrade XP wooo en Professional Installed E Intel Core 2 Duo F8500 with VT 3 16GH7 6M oS P a internet R 100 The website page with the order and summary will appear From this page you may view print the cart Point to the View Print Cart link No changes are needed to return to the SmartCART click the Cancel Punch out button in the top right of the page Return to the SmartCART cart The Approver should change the Cart Name 1f the Window Shopper did not See Best Practices appendix in the SmartCART manual After reviewing the cart and order if ready to proceed click the Place Order link NOTE This is the best time to edit the order See Appendix on Best Practices in the SmartCART Manual Place Order Page 93 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSITY mer AAi K CASE WESTERN RESERVE E TY NIVERSI ror R26 Worklist Add to Favorites Sign out v eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions Receive Items Ck 1 Define Requisition Z Eg 3 Review and Submit My Profile Add lines to the requisition specifying the information nec
104. or approval Case Western Reserve Univ Add to Favorites Sign out Nicole N Dyme Currency Requisition Lines Line Description Vendor Name Quantity UOM Latitude E4300 IntelREG CoreTM Shipping Line 4 Due Date EJ Quantity 1 0000 Status Active ShipTo CEDARAP Q Modify Shipping Address Attention Nicole N Dyme Distribute by Accounting Lines Customize Find V Chartfields1 Ponas Line Percent Amount Speed Type Account Event Fund Dept Project 100 0000 1 005 21 Q 531200 Q q JO 2 CULTTUBE SC CAP 13X100MM WCS Fisher Scientific Company 1 0000 235 LLC C 3 Staples Poly Binder Green 1 Corporate Express C Select All Deselect All L Add to Favorites Q3 Add to Template s Class 201 59000 201 2 25000 1 Total Amount 1 218 05 U E e Ce nenet CASE WESTERN RESERVE ots CASE WESTERN RESERVE User Manual eae ee 826 SmartCART Manual E Enter the correct SpeedType in the Speed Type field To input the Accounting Lines for the next item click the Expand Section button F A Enter the correct SpeedType in the Speed Type field To input the Accounting Lines for the last item click the Expand Section button a Enter the correct SpeedType in the Speed Type field Click the Save amp submit button CASE WESTERN RESERVE OM UNIVERSITY _ aik Worklist Add to Favorites eProcurement gt Buyer Center Procurement Matrix Create Requisition
105. otal Lines Total Amount USD Delivery Option No Charge Lowest Cost 3 5 Day Delivery O 2nd Business Day Delivery Fast Delivery Your order will be delivered up to 2 business days after it ships Next Business Day Delivery Fastest Delivery Your order will be delivered on the next business day after it ships x WILLNOT export this order outside the United States WILL export this order outside the United States The export of any product and software purchased from Dell must be made in accordance with all relevant laws of the United States including and without limitation the U S Export Administration Regulations This may require that you obtain a formal export license or make certain declarations to the United States Government regarding product s to be exported their destination or their end use Jv Trusted sites Protected Mode On Action Click the Continue button CASE WESTERN RESERVE BapUNIVERSITY sr BAG Home Worklist Add to Favorites Sign out Menu v eProcurement gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition Case Western Reserve University Institutional Purchases Ii Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable Systems v Standard Configurations v Software amp Peripherals v gt Commitment Control gt General Ledger Shop Windows Life without Walls I
106. owing 1 20 of 53 results Compare Selected 2 q Page 1 vl of 3 gt 79 50 usp 1 5mL EA add favorite remove Refine and Filter Search Add Keywords Products per page Tubes Conical 1 5 ml from Bio Rad Laboratories 2240100 2240100 Bio Rad Laboratories Please add new line in order to Sortby Best Match save this requisition Total Lines Total Amount USD Part Number By Supplier Manufacturer Info BD Biosciences 15 Bio Rad Laboratories 38 By Category Flow Cytometry Controls 1 Flow Cytometry Reagents 14 Microtubes 14 Tubes Conical 1 5 ml from Bio Rad Laboratories Part Number 2240110 Manufacturer Info 2240110 a Bio Rad Laboratories 109 00 Usp 1 5mL EA add favorite remove Preparative Electrophoresis System Accessories 1 Test Tube Accessories 2 2 0 ml Skirted Tubes from Bio Rad Laboratories 79 50 usp Part Number 2240130 P Manufacturer Info 2240130 a more Bio Rad Laboratories 1 on E add favorite compare By Packaging UOM EA 53 By Result Type 2 0 mi Skirted Tubes from Bio Rad Laboratories 110 00 uso Products 53 2240140 2240140 Bio Rad Laboratories Part Number Manufacturer Info add favorite compare 110 00 usp 0 5mL EA Tubes Conical 0 5 ml from Bio Rad Laboratories Part Number 2240165 100 ir amp Internet Using the Filter Search for our exampl
107. pace e Fire Safe Entry e Connections and Hardware e Harnesses First Aid and Medical e More Cardiac Response Emergency Medical Training Equipment First Aid Kits and Supplies First Responder First Receiver More e Decontamination and Isolation e Firefighting Equipment e Turnout Gear and Firefighter PPE Hazardous Storage and Spill Control More e Hazardous Storage e Spill Control Lighting https demo fishersci com wps myportal PRODUCTS store Safety amp segment safetyStandard EJ P P e Internet Page 51 User Manual CASE WESTERN RESERVE SmartCART Manual SITA UNIVER Ii The Fisher Scientific website appears For this example we are going to use the Search Enter test tubes in the Search box and click the Submit button CASE WESTERN RESERVE BSBUNIVERSITY ags Menu v eProcurement gt Buyer Center p SelectSite Punchout Procurement Matrix A Create Requisition ee Place Rapid Order View Shopping Cart Receive Items Nicole N Dyme My Hotlists ae Status Receive Items Fisher Scientific Feher PurchOut Partner My Hotlists View Order Status My Profile My Templates Review Requisitions gt Services Procurement My Quotes gt Accounts Payable gt Commitment Control gt General Ledger Home Browse by Product Supplier Application Home Worklist Add to Favorites Sign out Requisition Summary S b There are no lines on this request gt Your Results 18
108. r Nicole N Dyme Cart Name Prepared by Total Lines Total Amount USD Supplier Line Item Details Hide line details For selected line items Add To Favorites v Lco BD Biosciences ri more info Size Unit J Product Description Catalog No Pee Price Quantity Ext Price F 1 CD3 CD4 CD45 with Trucount Tubes FITC PE PerCP Anti Hu 340402 SOTEST 895 00 2EA 1 790 00 USD g Clone SK7 50 tests more info EA Manufacturer BD Biosciences Name Manufacturer 340402 Part Number More Information URL UNSPSC more info Taxable x Capital x Expense http vwas bdbiosciences com ptProd A 41 11 60 15 Supplier subtotal Taxi 1 790 00 0 00 0 00 0 00 Internet 100 io R Tax2 Shipping The cart opens with the Supplier Line Item Details The items purchased in this cart and details are able to be viewed Click the draft cart menu item Page 66 CASE WESTERN RESERVE User Manual SNE T sata SmartCART Manual CASE WESTERN RESERVE b UNIVERSITY ma REG Home Worklist Add to Favorites Sign out Menu E iaae profile 2H Select Draft Cart or Add Item to Cart g No Amor Nicole N Dyme e R art gt Buyer Center Procurement Matrix Count Shopping Cart Drafts TRGA Catalo skov O Create Requisition home sho favorites histor settlement rofile Manage Requisitions P l y p Receive Items F My Profile
109. r Accessories 220 Binders 1181 Staples Poly Binder Green 1 Ring Diameter Products Toner amp Ink Shopping Lists Please add new line in order to save this requisition Manufacturer Staples STP648919 2 25 EA Acco 64 E Compare S Add to Cart Add To List Aurora General Box 47 C Line Products 57 Simply Economy Round Ring View Cardinal Brands 179 Binder 3 Ring Diameter Black aty Charles Leonard 8 Esselte Pendaflex 20 Staples STP807724 4 69 EA Officemate International 5 Total Lines Total Amount USD Ideastream Consumer Prod LLC 10 E Compare Add to Cart Add To List Panter 6 NIB National Industries for the Blind as akg Staples Color Edge Plus Plastic rgb i eee Frosted Binders Blue 350 Sheet Stride Writing 16 Capacity 1 1 2 Ring Diameter aty United Stationers 102 US Gerslyn 1 View All gt 5 72 EA Staples STP429285 Ecoffice Compare S Add to Cart EPA 441 Other 15 Recycled 847 Staples 3 Hole Punch Sheet Protector Clear s gt E internet A 100 Page 42 CASE WESTERN RESERVE User Manual HAE ST iii SmartCART Manual 12 Continue to follow the same steps to order more items When finished shopping click the Go to Cart button Kg CASE WESTERN RESERVE BSBUNIVERSITY Fer RG Worklist Add to Favorites Sign out v eProcurement a
110. rchase Order will go out within 20 minutes No buyer is involved in SmartCART purchases 34 This completes how to place an order in SmartCART from a Hosted Catalog End of Procedure Page 28 CASE WESTERN RESERVE User Manual o 826 SmartCART Manual Ordering from Dell in SmartCART This section will explain how to order from Dell using SmartCART Ordering from Dell in SmartCART is very similar to the previous method Using SmartCART an equote is not needed the system will connect to your SmartCART that will have the system configuration and information available even after the purchase Procedure To begin login to Financials and enter the SmartCART home page CASE WESTERN RESERVE BaeUNIVERSITY aaa Personalize Content Layout gt My Favorites gt Employee Self Service gt Vendors gt Purchasing gt eProcurement gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger gt Case Departmental Deposits gt Case Petty Cash Management gt SCM Integrations gt Set Up Financials Supply Chain gt Worklist gt Tree Manager gt Reporting Tools gt PeopleTools My Personalizations My System Profile My Dictionary J Trusted sites Protected Mode On The Create Requisition screen appears Click the 2 Add Items and Services link 2 Add Items and Services Click the SmartCART tab SmantlaARt Page 29 User Manual SmartCART M
111. rder Browse suppliers categories Requisition Summary There are no lines on this request Results for Everything test tubes Include similar terms Showing 1 20 of 53 results einen init nie tant aar Refine and Filter Search ru per page Sortby Best Match EN EEIE save this requisition Add Keywords Leo Tubes Conical 1 5 ml from Bio Rad Laboratories 79 50 uso Total Lines Part Number 2240100 1 5mL EA Total Amount USD By Supplier Manufacturer Info 2240100 Bio Rad Laboratories BD Biosciences 15 a Bio Rad Laboratories 38 add favorite compare By Category How Cytometry Controls 1 Tubes Conical 1 5 ml from Bio Rad Laboratories 109 00 usp Flow Cytometry TIPAI EENE Reagents 14 Part Number 2240110 1 5mL EA Microtubes 14 nufacturer Info Preparative Electrophoresis System Accessories 1 Test Tube Accessories 2 add favorite compare more 2 0 ml Skirted Tubes from Bio Rad Laboratories 79 50 usp Part Number 2240130 2mL EA Manufacturer Info 2240130 Bio Rad Laboratories By Packaging UOM EA 53 By Result Type Products 53 add favorite compare 2 0 ml Skirted Tubes from Bio Rad Laboratories 110 00 usp Part Number 2240140 2mL EA Manufacturer Info 2240140 Bio Rad Laboratories add favorite compare Home tmstmp 1270746619729 a internet 100 13 The Refine and Filter Search box on the left populates with filtered optio
112. ress is not in the system please fill out the Ship To Location form on the Procurement website at http campusservices case edu PDSHome aspx or by emailing information to smartcart case edu L The Ship To will default to your ID as the location If you want to change the location click the Look up button to see a list or search for a location Create Requisition Windows Internet Explorer G j https verpuapd102 case edu 8290 psp findev EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL FolderPat v Links Customize Links Free Hotmail Windows Windows Marketplace Windows Media File Edit View Favorites Tools Help Convert P Select Contribute J Edit in Contribute Fj Post to Blo Google 24 Search dp Share Khe Sidewiki Y Check 4al Translate gt gt O Sign In w k Create Requisition i vodh v Page v G Toos y 4i D JA CASE WESTERN RESERVE MMUNIVERSITY Home Worklist Add to Favorites Sign out Menu gt eProcurement D Buyer Center _ Procurement Matrix Look Up Ship To Create Requisition Manage Requisitions Receive Items SetiD CASE1 Me Profle Ship To Location begins with JLL91 Description begins with v Requisition Summary Description Qty UOM Architect Scale 1 EA LookUp _Clear_ Cancel Basic Lookup Triangula Search Results Total Lines 1of1 Total Amount USD Ship To Location Description JLL91
113. s requisition Total Lines Total Amount USD Cat Cart Worklist Add to Favorites Sign out AFF 2010 04 08 jcase 01 1 items 819 99 USD PRAGA Catalog No SKU YA O profile la my recent requisitions Add Products gt REYSTI Draft Requisition home shop favorites forms history settlement active cart draft carts _ Create Cart favorites Cart Name 2010 04 08 jcase 01 Joe Case Select a different user Jennifer Loudiana Prepared for Prepared by Supplier Line Item Details Show line details For selected line items Add To Favorites Dell more info The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more details Click the link to MODIFY ITEMS VIEW ITEMS Punch out returned 4 8 2010 1 54 47 PM Line s 1 Size Unit n n Product Description Catalog No PNA A etn Quantity Ext Price go OPTIPLEX 960S OptiPlex 960 Small Form Factor Base Up to 90 224 5422 EA 819 99 1EA Percent Efficient Power Supply more info 819 99 USD Fj Supplier subtotal 819 99 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal here are for estimation purposes budget checking and workflow approvals Taxi 819 99 0 00 0 00 0 00 0 00 Tax2 Shipping Handling Total 819 99 USD
114. t Product Size 1 5mL 1 5mL Price per Product Size Unit Select units v Additional Information with separate O ring screvcaps unsterilized 500 with installed O ring screv aps sterilized 500 53 00 USD mL 72 6667 USD mL Category UNSPSC 41 12 17 00 41 12 17 00 Color Height a 10 5 internet S 100 The items will appear in a side by side comparison To choose any item to purchase enter the quantity if more than 1 and Click the Add to Cart button the cart icon FF a Notice on the top right of the home page that your cart is now populated with that item Click the cart icon link in the top right to go to your cart To return to your original search click the lt lt Back to Search Results button Page 21 User Manual CASE WESTERN RESERVE SmartCART Manual UNI i YERSI ist CASE WESTERN RESERVE Bap UNIVERSITY Home Add to Favorites Sign out ra IRIG Worklist Menu E v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger history settlement Everything advanced search test tubes Go to favorites quick order Browse suppliers categories Requisition Summary I There are no lines on this request Results for Everything test tubes Include similar terms Sh
115. t Log Off Cart W 11 98 Manage Requisitions Keyword Item Number Set Default Shopping List Items 1 Receive Items 02 10 10 List 1 J View Order NOT SAVED My Profile Advantage gt Services Procurement gt Accounts Payable CE Caeal Products Toner amp ink shopping Lists gt General Ledger Click the Confirm Order button to complete submission of your order or click the Back to Previous Page button to edit your order Requisition Summary Back to Previous Page x Confirm Order There are no lines on this request Order Lines Le SS See sacs i i rr a toed save this requisition Item Shipped Qty Price STP648919 STP648919 Stsples Poly Binder Green 1 Ring Dismeter 2 25 EA 11 25 Total Lines Total Amount USD Sub Total 11 25 Estimated Tax 73 Total 11 98 Disclaimer We reserve the right to substitute with similar items of comparable quality Occasionally item s displaying immediate availability may become unavailable We will automatically back order that item and or provide a similar item of comparable quality and ship the item as soon as it becomes available If your order contains furniture items additional charges for delivery and installation are not reflected in the order total and may be added to this order at the time of processing For questions regarding a backorder or a substitution on your order please contact your sales representativ
116. t Case Petty Cash Management gt SCM Integrations gt Set Up Financials Supply Chain gt Worklist gt Tree Manager gt Reporting Tools gt PeopleTools My Personalizations My System Profile My Dictionary pee IRG Manage Requisitions Search Requisitions To locate requisitions edit the criteria below and click the Search button Business Unit CASE1 Q Requisition ID Date From Q 04 01 2010 E TRNA001 Q Requisition Name Request Status Date To Entered By Home Worklist New Window Help Customize Page Add to Favorites AIl but Complete w 04 08 2010 EJ Q To view the lifespan and line items for a requisition click the Green Circle icon D To edit or perform another action on a requisition make a selection from the Action dropdown list and click Go Req ID 1000099296 1000099295 1000099294 1000099293 1000099292 Create New Requisition Requisition Name 1000099296 1000099295 testing templates 1000099293 1000099292 BU Date CASE1 CASE1 CASE1 CASE1 CASE1 Inquire Change Request Inquire Receipts 04 08 2010 04 06 2010 04 06 2010 04 06 2010 04 01 2010 Status Budget Pending Not Chkd Pending Valid Approved Not Chkd PO s Valid Created Approved Not Chkd Requisition Report Total 1 869 50USD
117. tailed cart will open Click the Available Actions dropdown list Add Comment 5 Choose Copy to New Cart list item Click the Go button Page 85 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVERSITY a Perii MA CASE WESTERN RESERVE AM UNIVERSITY v R v eProcurement gt Buyer Center Smal b A smn SC tena C ew Cart Draft Requisition Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt BERR gt Place order gt Accounts Payable i gt Commitment Control gt General Ledger S 2010 04 08 TRNAOO1 01 Requisition Summary Prepared for Nicole N Dyme Th lin thi t Select a different user Seo AU MONOS ON E ee Prepared by Nicole N Dyme Please add new line in order to Supplier Line Item Details save this requisition Show line details For selected line items Add To Favorites Total Lines Bio Rad Laboratories isei more info Total Amount USD Size Unit i i Product Description Catalog No eee Price Quantity Ext Price F Tube Strips and Domed Cap Strips 0 2 ml more info TBC1202 0 2mL 175 00 4 ga 700 00 USD g EA Supplier subtotal 700 00 USD Shipping Handling and Tax charges are calculated and charged by each supplier The values shovm Subtotal here are for estimation purposes budget checking and workflow approvals Taxi Tax2 Shipping Handling Total
118. tails Click the link to MODIFY ITEMS VIEW ITEMS Punch out returned 4 1 2010 1 58 19 PM Line s 2 Product Description Catalog No p ain Pade it Quantity Ext Price F CULT TUBE SC CAP 13X100MM M CS 9 more info 14959254 cs 201 59 1 CS 201 59 USD g Supplier subtotal 201 59 USD Staples Advantage more info The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more details The following lines cannot be accessed on the supplier s website Click this message for more details Line s 3 Product Description Catalog No p a prian Quantity Ext Price Oo Staples Poly Binder Green 1 Ring Diameter more info STP648919 EA 2 25 5 ea 11 25 USD pf Supplier subtotal 11 25 USD El P a internet amp 100 34 The purchase goes back to your SmartCART There are 3 vendor orders in the same Cart Name this cart for reference by entering a name in the Cart Name field For this example enter Smith Lab Order Click the Place Order link Page 56 CASE WESTERN RESERVE User Manual SNA Ts ita SmartCART Manual Y rm 4 UNIVERS CASE WESTERN RESERVE LN SITY aiai Home Worklist Add to Favorites Sign out Menu v eProcurement a Help gt Buyer Center p Procurement Matrix Create Requisition Create Requisition Manage Requisitions T Receive Items
119. ter LA internet 4 100 Action The SmartCart Home page appears For this example click the Staples Advantage button The Showcased Suppliers section will have links to suppliers that Procurement wants to highlight such as new suppliers to the system or those that are having specials Punch Out suppliers are those that have catalogs you will order from directly Hosted catalogs are those that have catalogs that the University hosts that you can purchase from Page 39 User Manual SmartCART Manual ERSI I CASE WESTERN RESERVE UNIV 1 ist WA CASE WESTERN RESERVE BSBUNIVERSITY Fee R26 Home Worklist Add to Favorites Sign out Menu El v eProcurement gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition Manage Requisitions 5 S Receive Items Connecting to punchout Please wait My Profile a gt Services Procurement D Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD a internet R100 Action Step I Staples is a Punchout catalog the system is going directly to the Staples eway website CASE WESTERN RESERVE d UNIVERSITY Fer R26 Home Worklist Add to Favorites Sign out Menu eProcurement gt Buyer Center SelectSite
120. tes Sign out Menu rv eProcurement gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition n Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD Please wait while your customized Premier page is loaded E internet Step Action 17 The Premier website will appear and will be loading MA CASE WESTERN RESERVE BSUNIVERSITY HAA Home Worklist Add to Favorites Sign out Menu E rv eProcurement a gt Buyer Center SelectSite Punchout Procurement Matrix Create Requisition z Case Western Reserve University Institutional Purchase g Manage Requisitions Receive Items My Profile Shop gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Standard Configurations Systems v Standard Configurations v Software amp Peripherals v Requisition Summary There are no lines on this request Please add new line in order to ASE save this requisition ESTE RN ESERVE Total Lines tae UNIVERSITY P rem j er Welcome to Premier Total Amount USD Specially Priced Systems for Case Get Started Click on the category names in your Optiplex 960 SFF w Case Softwa
121. the items Click the Place Order link There will be a moment when the information is integrating from SmartCART into Financials Place Order Page 23 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVERSITI IAA A CASE WESTERN RESERVE Man UNIVERSITY don ease Worklist Add to Favorites v eProcurement gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions r Receive Items k 1 Define Requisition E i 3 Review and Submit My Profile s a 5 gt Services Procurement Add lines to the requisition specifying the information necessary to procure each item or service gt Accounts Payable Search Q Search gt Commitment Control gt General Ledger Favorites Templates SmartCART Special Request Request Select a Request Type Requisition Summary Special Item Request an item that is not listed in the Catalog Description Qty UOM Fixed Cost Service Request a one time service for a flat fee ere pictues Variable Cost Service Request a service for which the fee is based on the time worked Tubes Conical 1 5 1 EA Time and Materials Request a service for which the fee is based on the time worked and materials used ml Total Lines 2 Total Amount USD 1 869 50 Review and Submit Internet 100 La si Page 24 The Create Requisition page appears Continue creating the requisition as usual to finalize the p
122. tion bottom right to submit gt Accounts Payable gt Commitment Control gt General Ledger SHIPPING Submit Order Requisition ViewiPrint Cart Order Requisition Date and Time There are no lines on this request gt Print Order Summary April 01 Please add new line in order to Print Order Details save this requisition Total Lines Shipping amp Handling Information Billing Info Total Amount USD Shipping amp Handling Method Payment Method No Charge Lowest Cost 3 5 Day Delivery Credit Terms L Edit Contract Code 70158 Contact Information CELE ova vw Latitude E4300 w Case Software Date amp Time April 01 2010 12 45 PM CST SYSTEM COMPONENTS Latitude E4300 w Case Software Qty 1 Intel Core 2 Duo SP9400 with VT 2 40GHz w Latitude ON ready Unit Price 1 005 21 Genuine Windows Vista Business SP2 Downgrade XP Professional SP3 Install E Catalog Number 25 RCRC957231 2118676 iit E1 amp CE internet A 100 Click the Submit Order Requisition button Submit Order Requisition Page 49 User Manual CASE WESTERN RESERVE SmartCART Manual UNIVERSITY NIVERSI Ai MA CASE WESTERN RESERVE BSPUNIVERSITY rer RRG Worklist Add to Favorites Sign out Menu v eProcurement 5 i A Dyme profile AFF 2010 04 01 TRNA0O1 01 2 item s 1 016 46 USD gt Buyer Center Create Requisition Manage Requisitions Receive Items My Profile gt Ser
123. tions lili l Receive Items My Profile gt Services Procurement Accounts Payable gt Commitment Control gt General Ledger My Drafts legend Shopping Cart Name Date Created Cart Description Total Delete Requisition Summary a p i E 7 There are no lines on this request 2010 04 08 jll91 01 4 8 2010 0 00 USD _ Delete Please add new line in order to thi isition SE A Drafts Assigned To Me legend Total Lines Shopping Cart Name Date Created Cart Description Total Delete Total Amount USD 2010 04 06 jcase 03 4 6 2010 3 820 00 USD Delete 2010 04 08 jcase 01 4 8 2010 819 99 USD __Delete Internet 100 a A a The draft carts page appears Notice there is a new section titled Drafts Assigned to Me These are the carts from Window Shoppers waiting for approval Click the name of the cart to be approved in this example 2010 04 08 jcase 01 2010 04 08 jcase Page 91 User Manual SmartCART Manual CASE WESTERN RESERVE iU NIYWYERSIT Y Qae 12 PA CASE WESTERN RESERVE coe RG Man UNIVERSI Menu v eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control gt General Ledger Requisition Summary There are no lines on this request Please add new line in order to save thi
124. tity 1 0000 Q Review Shipping Address BRB303 Attention Nicole N Dyme Amt v Accounting Lines Chartfields1 onas wits Customize Find View All rst 4 of 4 Last Fund Dept Project Class Line Percent Amount Speed Type Account Event lann annn Inter Dw Adobe D M 2 Micro Spark jl M Ikanna M i E Ca By Cert_Sig 2 7 w 10 45 4M The location is now in the Ship To field To double check click the Review Shipping Address link to verify Proceed to enter your Speedtype and submit the requisition Page 108 CASE VESTERN RESERVE User Manual Lh SmartCART Manual N o t 126 MA Cast WESTERN Re CASE WESTERN RESERVE UNIVERSITY _ esr gis Worklist Add to Favorites Sign out v eProcurement Requisition Lines gt Buyer Center Line Description Vendor Name Quantity UOM Procurement Matrix Create Requisition v C 1 CDICESB Penguin Brand Dry Airgas Great Lakes Inc Manage Requisitions 7 a Receive Items Consolidate with other Reqs M Override Suggested Vendor My Profile ipping Li Due Date E Quantity 1 0000 Shipping Line 1 Status Active ShipTo CEDARAP Q Review Shipping Address 1 0000 Attention Nicole N Dyme y Distribute by AM ttt 4 gt ze Fi fiew All k First J 4 of 4 Last Description ane CD ICESB Penguin Accounting Lines Customize Find View t
125. ts Recently Completed 5 RD BD Total Amount USD OT e Ee a E CASE WESTERN RESERVE Welcome to the SmartCart Punch out Lab Supplies Airgas isin IDT oftice Computr 5 l EN oe MRO Facities l 2 i wv Trusted sites Protected Mode On The SmartCART home page appears suppliers SmartCART is now within the PeopleSoft Financials system The left Financials Menu stays in the left corner You may minimize the menu by clicking the button on the top right The Requisition Summary is on the left side and will populate with the items that you purchase from SmartCART in the same way it does when a requisitin is created for a Special Item in Financials The home shop link will always bring you back to the Home page Page 4 User Manual SmartCART Manual The favorites item shows a view of those items that you have marked as favorites for the ease of frequent purchasing favorites CASE WESTERN RESERVE BapUNIVERSITY ak eProcurement gt Buyer Center Procurement Matrix Create Requisition Manage Requisitions Receive Items My Profile gt Services Procurement gt Accounts Payable gt Commitment Control D General Ledger Requisition Summary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD nee fei E expand all collapse
126. uipment view incl sub categories Laboratory Supplies view incl sub categories Molecular Biology view incl sub categories Radiochemicals view incl sub categories Safety and Cleaning view incl sub categories Spectroscopy view incl sub categories a Medical Clinical WA Office Computer MRO Facilities Furniture Services E Supplies Manager iu Manufacturing Bi cooks amp Electronics ae Specialty Af Food Food Equipment view incl sub categories Sign out vf Trusted sites Protected Mode On Note as you drill down the view link and view incl sub categories link In our example we will click an item that does not have sub categories by clicking the view link Page 10 y N CASE WESTERN RESERVE User Manual SILY mtag SmartCART Manual WMA CASE WESTERN RESERVE BSUNIVERSITY iiliaine Worklist Add to Favorites Sign out v eProcurement W Supplies 1 item s 22 00 USD gt Buyer Center Procurement Matrix emer Catalog No SKU eh Create Requisition Manage Requisitions l settlement profile Receive Items My Profile gt Services Procurement f gt Accounts Payable Lab Supplies Go d d gt Commitment Control Lco a i gt General Ledger Go to favorites quick order Browse suppliers categories Requisition Summary There are no lines on this request Results for Lab Supplies Cell Proliferation Vi
127. uisition Details Requisition Name RequisitioniD Unit Date Status Toth v eProcurement 1000099296 1000099296 CASE1 04 08 2010 Pending gt Buyer Center Procurement Matrix Manage Requisitions Receive Items 1 CD3 CD4 CD45 with Trucount T Not Sourced 2 0000 Each 895 00000 USD Pending 1 790 00 My Profile gt Services Procurement He escheat 2 Tubes Conical 1 5 mi Not Sourced 1 0000 Each 79 50000 USD Pending Return to Manage Requisitions Requisition Schedule and Distribution My Personalizations My System Profile My Dictionary F Internet The Requisition opens with a list of the items To see the details about each item click the item name link COS CD4 CD45 with Trucount T Page 80 User Manual SmartCART Manual CASE WEST ERN RESERVE UNIVERS history settlement gn EIRE gt ace orse Procurement Matrix Create Requisition amp Manage Requisitions Cart Name Lab 2 Order Receive Items Prepared by Nicole N Dyme My Profile Supplier Line Item Details gt Services Procurement SE WP a gt Accounts Payable ow line details For selected line items o Favorites gt Commitment Control BD Biosciences E more info Product Description Catalog No p a z Bask Quantity Ext Price g S aa a 1 CD3 CD4 CD45 with Trucount Tubes FITC PE PerCP Anti Hu 340402 895 00 2EA 1 790 00 USD oO Management Clone SK7 50 tests more info E
128. ummary There are no lines on this request Please add new line in order to save this requisition Total Lines Total Amount USD A CASE WESTERN RESERVE profile CONG home shop suppliers favorites shop settlement CASE WESTERN RESERVE UNIVERSITY NEA 15a Worklist Add to Favorites Sign out gt R Select Draft Cart or Add Item to Cart search for FEET i Se art history settlement profile BD Biosciences A Fulfillment Address 1 2350 Qume Dr San Jose CA 95131 us Fax No Toll Free Phone No 1 800 223 8226 1 408 954 2007 Categories Category Search Biochemical Compounds view incl sub categories Cell Biology Chemical Reagents view incl sub categories view incl sub categories Laboratory and Measuring and Observing and Testing Equipment Laboratory Equipment view incl sub categories Laboratory Supplies view incl sub categories Molecular Biology view incl sub categories Radiochemicals view incl sub categories back to shop view incl sub categories F amp Internet 100 Page 18 The top area shows information about the supplier The bottom area shows the categories this vendor provides and drill down for more information and details To return to the home shop page click the back to shop link CASE WESTERN RESERVE User Manual aS 826 SmartCART Manual CASE WESTERN RE SERV E UNIVE 2 Worklist Add to
129. ummary See Find Results That Have There are no lines on this request All of These Words tubes Supplier Please add new line in order to save this requisition Part Number SKU Manufacturer Name Total Lines Total Amount USD Other Options Include similar terms Exclude Words Exact Phrase Any of These Words Search Preferences Saved change preferences Go to favorites quick order Browse suppliers categories Action Items g Showcased Suppliers My Orders Carte Rerenthy Caomnleted 5 weer J Trusted sites Protected h Mode On 100 T cEeEeme eee itt E Microsoft Excel Case Western Reser Create Requisition Case Western Reser i fl e 4 05PM Click the Search button to execute your search _search_ i Create Requisiti boe Q https fintrn case edu psp fintrn EMPLOYEE ERP c PV_MAIN_MENU PV_REQ_ENTRY GBL PORTALPARAM_PTCN 4 X Google P Links Customize Links Free Hotmail Windows Windows Marketplace Windows Media File Edit View Favorites Tools Help Ej Convert P Select Contribute J Edit in Contribute Fj Post to Blo Google 8 Search t Bir Sidewiki YW Check 4al Translate gt amp Signin We Ge Create Requisition an _ fe GD ae Page v G Tools y amp GH CASE WESTERN RESERVE UNIVERSITY ton E Worklist Add to Favorites Sign out Menu E 7 eProcurement Add Keywords 2U _ v
130. urchases Click the 3 Review and Submit link 3 Review and Submit CASE WESTERN RESERVE User Manual CNIVERSIIY oo a SmartCART Manual Cas WESTERN RESERVE NIVERS VET ee ihas Home Worklist Add to Favorites Sign out Menu v7 eProcurement Help gt Buyer Center Procurement Matrix Create Requisition Create Requisition Manage Requisitions Receive Items 1 Define Requisition My Profile F o a i gt Services Procurement Review the details of your requisition make any necessary changes and submit it for approval gt Accounts Payable gt Commitment Control Business Unit CASE1 Case Western Reserve Univ D General Ledger 2 Add Items and Services Requester TRNAOO1 Nicole N Dyme Description Qty UOM Requisition Lines CD3 CD4 ICD45 with 2 EA Line Description Vendor Name Quantity UOM Trucount Tubes Conical1s 1 Ea CL 1 CD3 CD4 CD45 with TrucountTub BD Biosciences ml 2 Tubes Conical1 5 mi Bio Rad Laboratories Total Lines 2 O Select All Deselect All Total Amount USD 1 869 50 L Wadd to Favorites Add to Template s Justification Comments Find more items lt Downloading picture https fintrn case edu cs Fintrn cache P _ADDFAVORITES_ICN_1 gif Click the paper dollar icon to expand the item line CASE WESTERN RESERVE UNIVERSITY ca ive Home Worklist Add to Favorites Sign out Menu v eProcurement Line Percent Amount Speed Type Account Event Fund
131. uyer Center Procurement Matrix Requisition ID Request Status AN but Complete Q Create Requisition Date From 04 01 2010 E Date To 04 08 2010 Manage Requisitions Receive items Requester TRNA001 Q Entered By My Profile gt Services Procurement gt Accounts Payable Se _Clear gt Commitment Control To view the lifespan and line items for a requisition click the Green Circle icon D To edit or perform another action on a requisition make a selection from the Action dropdown list and click Go Req ID Requisition Name BU Date Status Budget Total Management 2 gt SCM ee 1000099295 1000099296 CASE1 04 08 2010 Pending Not 1 869 50USD Select Action D Set Up Financials Supply Chkd 1000099295 1000099295 CASE1 04 06 2010 Pending Valid 685 62USD lt Select Action 1000099294 testing templates CASE1 04 06 2010 Approved Not 685 62USD lt select Action Chkd My Personalizations 1000099293 1000099293 CASE1 04 06 2010 PO s Valid 700 00USD lt select Action My System Profile Created My Dictiona Requester Nicole N Dyme Entered By Nicole N Dyme Priority Medium Request Lifespan cy a l f A t Si Purchase Change Ms Requisition Approvals Inventory Driers Request Receiving Returns Invoice Payment Line Description Status Price Curr Quantity VOM Vendor 1 Tube
132. vices Procurement Create Cart gt BARRE gt Place order gt Accounts Payable gt Commitment Control B gt General Ledger history settlement profile Cart Name 2010 04 01 TRNAOO1 01 T Prepared for Nicole N Dyme Requisition Summary Select a different user There are no lines on this request Prepared by Nicole N Dyme Please add new line in order to Supplier Line Item Details save this requisition Show line details For selected line items Add To Favorites Total Lines Dell more info Total Amount USD The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more details Click the link to MODIFY ITEMS VIEW ITEMS Punch out returned 4 1 2010 1 46 17 PM Line s 1 Product Description CatalogNo p sn wane Quantity Ext Price Latitude E4300 IntelREG CoreTM 2 Duo SP9400 with VT 224 0631 EA 1 005 21 1EA 1 005 21 USD 2 40GHz w Latitude ONTM ready more info Supplier subtotal 1 005 21 USD Staples Advantage more info The items were retrieved from an external supplier site therefore your ability to edit or view the items in this application may be limited Click this message for more details The following lines cannot be accessed on the supplier s website Click this message for more details Line s 2 Product Description Catalog No p ae eit it
133. vorites Sign out eProcurement 3 gt Buyer Center VO 1 CD3 CD4 CD45 with Trucount Tub BD Biosciences f a 895 00000 Procurement Matrix Consolidate with other Reqs X Override Suggested Vendor Create Requisition Hea Shipping Line 4 Tora BI Quantity 2 0000 Receive Items E My Profile Status Active ShipTo CEDARAP Q Modify Shipping Address gt Services Procurement gt Accounts Payable Attention Nicole N Dyme gt Commitment Control gt General Ledger Distribute by AT Accounting Lines Customize Find View All zi First 4 4 of 4 gt Last enn gt Chartrieids1 pea Line Percent Amount Speed Type Account Event Fund Dept Project Class 41 100 0000 1 790 00 OPR261221 Q 531200 Q Q 97600 261221 10 Tubes Conical 1 5 7 2 Tubes Conical 1 5 ml Bio Rad Laboratories 4 0000 Fach 79 50000 Total Lines Consolidate with other Reqs Override Suggested Vendor Total Amount USD Shipping Line 4 Due Date EI Quantity 4 0000 Status Active ShipTo CEDARAP Q Modify Shipping Address Attention Nicole N Dyme Distribute by ATt Accounting Lines Customize Find View All HH First L 4 of 4 L gt Last Chartfieids1 pnas Line Percent Amount Speed Type Account Event Fund Dept Project Class 4 100 0000 79 50 OPR261221 Q 531200 Q C Select All Deselect All Add to Favorites Add to Template s iJ Delete Justificati
134. y the account information Each line item will need to have a SpeedType entered The advantage of this being per line is that you can order for multiple projects or speedtypes on the same requisition Each vendor will recieve their own Purchase Order from SmartCART Page 35 User Manual SmartCART Manual CASE WESTERN RESERVE UNIVERSITI R26 Enter your SpeedType in the Speedtype field and verify the account number is correct Justification Comments will not be seen by a buyer it is not necessary to enter information However if there is an approval that person will see the comments Worklist Add to Favorites Sign out gt eProcurement Lx 1 Vetine Kequisition Eg Z Add Items and Services gt Buyer Center Procurement Matrix Create Requisition i ieee eea Business Unit CASE Case Western Reserve Univ Receive Items My Profile gt Services Procurement Requisition Name Priority gt Accounts Payable gt Commitment Control Requisition Lines gt General Ledger Line Description Vendor Name Quantity UOM Review the details of your requisition make any necessary changes and submit it for approval Requester TRNAOO1 Nicole N Dyme Currency 70 1 OPTIPLEX 960 MT OptiPlex 960 M Dell Computers 4 0000 Each 979 80000 Consolidate with other Reqs Z Override Suggested Vendor Description UOM abd Sa Shipping Line 1 Due Date E Quantity 1 0000 Status Active Ship To CED

SmartCART Manual - Case Western Reserve University

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