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Emory Express User Manual - Emory Finance

1. action on 0 items selected Sele All Add Non Catalog Item Free Shipping Product Description Unit Price Quantity Total Dispenser Safety Goggles Glasses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges Mounts to wall free 244 81usD 2 489 62 UsD standing 20 95D x 40 64W x 40 64cm H 8 25 x 16 x 16 in EA Update Part Number 19170637 Manufacturer Info SGD 12 S Curve Technologies Cantrart ELINOAS mara infa change price You will land on the first page with errors Use the workflow banner to access any page you need to edit Workflow Banner 8 1 Shipping T shipping 9 Billing Pf Accounting Codes P Internal Notes and Attachments External Notes and Attachments The Shipping page allows you to edit shipping addresses and delivery options for your items You may update the address and or delivery options for all items in your cart or for individual items Please note PunchOut orders may not deliver to multiples addresses each order must deliver to a single address 8 1 1 Addresses Delivery Changes for all Items 1 To change addresses or delivery options for all items edit the Shipping Address or Delivery Options at the top of your page The Delivery Option defaults to Best Carrier Best Way You may edit the option to expedite delivery Shipping Shipping address Attn Amy Jo
2. No shared folder available me Cancel 3 Access Saved Searches through the Orders amp Documents icon from the vertical menu Then select View Saved Searches Orders amp Documents Approvals Document Search Search Documents Download Export Files Create and Manage Export Templates Emory Express User Manual Version 14 3 Page 46 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 4 Select the applicable Personal folder a You may Export if no search parameter changes are needed Staples Tree Free Paper Orders b Select the search name if you need to edit the criteria Add Shortcut am O edit move copy delete Add Shortcut Export fie edit move copy delete c Select Add Shortcut to add it to your Orders and Documents Simple Search Screen Staples Tree Free Paper Orders Search Purchase Orders All Dates Enter search terms such as document numbers suppliers and product information A edit move copy delete Go to advanced search my requisitions my purchase orders my invoices Saved Searches Shortcuts 13 7 Exporting Searches export You may export Emory Express order data from a screen view level or at a transaction detail level The transaction level includes items ordered delivery addresses and the SmartKeys and Account Codes charged 1 After running a commonly used search select Export Search Start New Sear
3. b Enter the Street Number in the Nickname Address Text box Search My Profile Default Addresses v Amy Jones Default Addresses User Name ademore Ship To Bill To a Baii pe Select an address to edit Select Addresses for Profile User Profile and Preferences Default User Settings Shipping Addresses Address Search Custom Field and Accounting Code Defaults 1599 CLIFTON Nickname Address 15 Default Addresses Radiation Safety Text i 99 Cart Assignees Results Per Page 10 v User Roles and Access Ordering And Approval Settings d Select your Address My Profile Default Addresses v Amy Jones Default Addresses User Name ademore Ship To Bill To TEE E PE ere ee Select an address to edit Select Addresses for Profile VSe Olle anc rererences Default User Settings Shipping Addresses Address Search Custom Field and Accounting Code Defaults 1599 CLIFTON Delad Adddrcscex Radiation Safety Nickname Address 1599 Text Cart Assignees Results Per Page 10 v User Roles and Access Ordering And Approval Settings n Addresses Found 1 a Page 1 of 1 Permission Settings Name Address Notification Preferences i a 1599 CLIFTON Attn Amy Jones mecca Department FINANCIAL OPERATIONS Administrative Tasks Building Room 1599 CLIFTON RD NE ATLANTA GA 30322 United States Emory Express User Manual Version 14 3 Page 15 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES e Enter the Building Room Abbreviate the
4. contracts Advanced Search Everything 7 simple search Find Results That Have All of These Words Supplier Part Number SKU Manufacturer Name Other Options Exact Phrase Exclude Words Any of These Words Custom Attributes Core List Energy Star cas I Search Hide Advanced Search on search results E Emory Express User Manual Version 14 3 Page 18 EMORY PROCUREMENT amp PAYMENT SERVICES UNIVERSITY Preferred Primary Contract indicates top choice suppliers for Emory Emory Contract gt indicates Emory negotiated discount pricing You can filter your search results using links to the left of your search results also Sort by using the drop down at the top of your results Add Keywords Filter Results Where are my counts By Product Flag Green By Supplier A DAIGGER amp SCIENTIFIC COMPANY INC123 Agilent Technologies a AMERSHAM BIOSCIENCES FISHER SCIENTIFIC COMPANY S p GRAYBAR ELECTRIC CO INC By Supplier Class Preferred Primary Contract il Strategic Secondary Contract jl Consortium Contract Emory Contract Contract Supplier By Category Adhesives Sealants Calorimeters and Accessories Chemical resistant gloves Classical Reagents Cleaning Equipment and Accessories By Packaging UOM BG 2 Ye more Ye more wy Ye more Ye Results Per Page 200 v i larger image i larger image i larg
5. 13 8 13 9 14 14 1 14 2 14 2 15 16 16 1 16 2 16 3 I oy voters na te Braue ane 0 2 0 Lge nena ener any meter a ere ee ee ee ey 30 Internal Notes and Attachments 00 eessssssseseseeceseesessecescecesceecseaesceeeseesceessceasseaesceesaceeeseeesacsaees 30 External Notes and A Cia te 10S rssi anena a aeeai aeb 32 FINE PREV ie Wr A IAGO ECE eangen iii eE e aN E SENE 374 CHECKING STATUS winessscssaisiccrcsesccsbessosinetancucassnacesicetssenesmnbionsaeciousbesecseessuseesaionsens 35 RECEIVE COMPLETE AN ORDER wissssincsvssisaveiessondescsenesmabiossaecionsdescasoassossunersassees 36 COMPELS a Rece Pissis aE EE T E ai Gace E 36 Correcting Deleting a Receipt ss czcsisnsecacsosccsovacseveeousasuosoesdensacenncavnouenscsdapavbeevee cansananeicbpecedondaapesensvauvenacs 37 ADPDINGCOMMENTS soeansvscstenacccapivouvescessiwnactssguoisapsitucveesasuiuiesacbuonduqnassousuestseeseds 38 CANCELLING AN ORDER sssresssscorioii niesen nuon E Annn err EErEE Ine 41 DOCUMENT SEARCH sissssssssuscsssessrvassansiseascoesss rE SOE EN P NNE E iEn 42 San A ET L E E E A A NA AA AT 42 PAI AIC SAE GA E E E N E TA AA 43 D E gece soa NA E E E T VE N AE TCN 45 Post TIRE O O S r T E T EEE EE EE TA O 45 Quick View Nel amp Previti eerrasssijeriesronTeen sri OE E EER EE EEEE OE ERES 45 SDAA E A CN AE E N E A E E O E A E E 46 POE oe a CS a E EE EN A A T EA ws 47 Ediling and Starine a New Sear Ducesei e A E E RAE E 49 Customizing Your Export Results ssssse
6. Emory Express User Manual Version 14 3 Page 13 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES b Create New Value and enter the Account Code in the Value box Do not enter a description If this is your only Account Code you may select Default to automatically attach it to all Emory Express carts Search Amy Jones Custom Field and Accounting Code Defaults User Name ademore Header int Purchasing Use Only Codes Code Favorites Internal Information Custom Field Name Default Value Description Edit Values User Profile and Preferences Default User Settings Account Code No Default Value Edit Custom Field and Accounting Code Defaults P Edit Values Default Addresses Create New Value Cart Assignees Search For Value Field Name Account Code _ User Roles and Access m Value Description Ordering And Approval Settings TO Value Permission Settings Description Notification Preferences P Results Per 5 User History Page Administrative Tasks Leaner Custom Field Values marked with an asterisk are role based values Users can only modify the Default status of these Custom Field Values c Select your Account Code Add Values Repeat steps b and c to add additional Account Codes Amy Jones Custom Field and Accounting Code Defaults User Name ademore Header int Purchasing Use Only Codes Code Favorites Internal Information p z Custom Field Name Default Value Description Edit Values User
7. Enterprises on 11 3 2014 901 characters remaining expand clear Attach file to this document optional Attachment Type File k File Name File Browse_ No file selected Add Comment Cancel Emory Express User Manual Version 14 3 Page 41 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 13 Document Search Document Search provides the ability to search across Requisitions Purchase Orders and Invoices at the same time It allows for simple and advanced searches You may export your results into excel for easy reporting 13 1 Simple Search The following fields are searchable in the Simple Search box e Requisition Number e Purchase Order Number e Invoice Number Emory s Voucher ID generated in Compass Financials e Supplier Invoice Number e Catalog Number e Requisition Name e Supplier Name You may enter a single criterion or enter a combination If you enter a combination Emory Express will treat it as an AND search To access Document Search select the Orders amp Documents icon from the vertical menu Then select Search Documents Orders amp Documents Document Search Document Search Approvals View Saved Searches Download Export Files Create and Manage Export Templates Enter your search criteria and Go Search Purchase Orders 697216 staples All Dates v Go Enter search terms such as document numbers suppliers and product information Results will appear
8. State GA Zip Code 30322 Country United States Save 5 Save 14 2 Ordering from Shop or a PunchOut Radioactive materials are flagged in Emory Express with the universal radioactive symbol You may add them to your cart from the Shop catalogs or a PunchOut P PERKIN ELMER LIFE SCIENCES 3k amp more info Poroa 710 BRIDGEPORT AVENUE gait 710 BRIDGEPORT AVENUE PO BOX 360072 SHELTON CT 06484 US The item s in this group was retrieved from the supplier s website What does this mean Need to make changes MODIFY ITEMS VIEW ITEMS Item s was retrieved on 10 28 2014 2 00 40 PM Line s 1 Product Description Ttem added on 32 oaz 2014 dCTP a P 3000Ci mmol 10mCi ml EasyTide 250 pCi 4 Remove Part Number BLU513H250UC Contract EU0139 more info Biochemical Supplies change Capital Expense A Emory Express User Manual Version 14 3 Page 53 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 14 3 Ordering from a Non Catalog Item If the item is not available through Shop or a PunchOut you may request on a non catalog item Complete the non catalog item as instructed on pages 21 22 and select the Radioactive symbol Add Non Catalog Item PERKIN ELMER LIFE SCIENCES sk 4 s S lt ect different supplier Fulfillment Address 710 BRIDGEPORT AVENUE preferred 710 BRIDGEPORT AVENUE PO BOX 360072 SHELTON CT 06484 US select different fu
9. 47747 402 CS check availabili larger image Manufacturer Info 192087 ANSELL HEALTHCARE add favorite Carn lict Vac Showing 1 200 of 4000 Results What does mea Results Per Page 200 v Sort by Best Match hd a Page GLOVE NITRILE LATEX SZ9 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide 186 05 Usp added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 1UNIT CS 198 O from VWR INTERNATIONAL INC 2 Add to Cart v Part Number 47747 400 CS check availability larger image Manufacturer Info 192085 ANSELL HEALTHCARE add favorite remove v Core List Yes sex Ss o GLOVE NITRILE LATEX SZ9 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide 15 50 usp added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 1UNIT PK 198 O from VWR INTERNATIONAL INC 1 Part Number 47747 400 PK eck amelie larger image Manufacturer Info 192085 ANSELL HEALTHCARE add favorite compare Core List Yes Bex s amp GLOVE NR LATEX208 SZ10 PK12PR Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves 186 05 Usp provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile 1UNIT CS strength Style 1980 from VWR INTERNATIONAL INC i Part Number 477
10. ADVANTAGE 4 9 2014 5 39 PM 49284335 Amy Jones Sent amp Closed Fully Invoiced Fully Matched Emory Express User Manual Version 14 3 Page 44 4 Pagelofil PO Total 402 96 USD 407 78 USD EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 13 3 Date Range You may narrow your search results to a specific date range through the Date Range down arrow Options include e Custom Date Range e By predefined days e Calendar Month or Year to Date e Prior Month or Year e Current Fiscal Year to Date e Prior Fiscal Year 13 4 Post Filter Options 13 5 There are a series of post filter options available from search results Examples of post filter options include e Workflow Status e Supplier e Prepared By e Receipt Status e Invoice Status Quick View Next amp Previous Document Search provides a Quick View link for documents you wish to view without leaving your search results Select the to access Quick View Results Per Page 500 v Sort by Best match X 4 Page lofi PO No Supplier Creation Date Time Requisition No Requisitioner Supplier Status Settlement Status PO Total S T182050 STAPLES BUSINESS ADVANTAGE 4 16 2014 10 26 AM 49391715 Amy Jones Sent a Closed 402 96 USD Fully Invoiced Fully Matched vy 1178602 A STAPLES BUSINESS ADVANTAGE 4 9 2014 5 39 PM 49284335 Amy Jones Sent 3 Closed 407 78 USD P Fully Invoiced Fully Matched The Quick View contains a Nex
11. Attachments Remove F Remove Move to External Attachments 8 4 2 External Notes and Attachments External Notes and Attachments are used to provide additional information to Suppliers They often consist of quotes promotion codes and customer account numbers Because the majority of attachments consist of confidential quoted pricing you will attach them only at the line level 1 To add an External Note from the Final Review Page select the Edit button next to the first item you are ordering from the intended supplier recipient Enter the note in the External Notes field and Save e Packaging Unit Price Quantity LEA 2 00 25 EA Internal Note Internal Attachments Add Attachments External Note Attachments for supplier Add Attachments Catalog No Size Packaging 12 1 EA E Internal Note External Note anen Ext Price E 50 00UsD O eat P iadi Unit Price Quantity Ext Price 2 00 25 EA 50 00 USD Select price or contract expand clear Customer Number 1234 expand clear Emory Express User Manual Version 14 3 Page 32 EMQO RY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 2 To add an External Attachment from the Final Review Page a Select the External Attachments add attachment link next to the first item you are ordering from the intended supplier recipient Packaging Unit Price Quantity Ext Price E 1 EA 2 00 25 EA 50 00USD Internal Wote Internal Attachment
12. Code GL Business Unit EMUNV Select from profile values Select from profile values Select from profile values Select from all values Reauired field Select from all values Required field Accounting Codes Smart Key Account Code GL Business Unit Select from profile values Requi M Select from all values Required field Select from profile values Hide profile values Select from all values 0000001331 Vice President for Finance1002 0000001348 Financial Operations PTP1002A 3 Ifthe code is not in your profile enter it directly in the corresponding text box Save Accounting Codes GL Business Unit Smart Key Account Code EMUNV 0000001348 53300 Select from profile values Select from profile values Select from profile values Required 1 Select from all values x Required field Select from all values Required field Emory Express User Manual Version 14 3 Page 29 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 8 3 2 SmartKey Account Code Changes for Individual Items 1 To change the SmartKey or Account Code for individual items edit the Accounting Codes next to the applicable item Catalog No Size 19170637 Product Description 1 Dispenser Safety Goggles Glasses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges Mounts to wall free standing 20 95D x 40 64W x 4
13. available options select from your addresses Shipping address ie al c Enter your street number in the Nickname Address Text box and Search Select the correct address Address Search Text Results Per Page 20 v Addresses Found 1 4 Pagelofil Name Address 1599 CLIFTON Attn Amy Jones select Department FINANCIAL OPERATIONS Building Room 1599 CLIFTON RD NE ATLANTA GA 30322 United States Emory Express User Manual Version 14 3 Page 26 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES d Enter the Building Room number and Save Ship To Complete the fields below to enter your shipping address for this order If yc change select a different address from the available options Shipping address select from your addresses r select from org addresses Address Details Attn Amy Jones his laste ENAT OTRA TON Building Room Address Line 1 1599 CUFTON RD NE City ATLANTA State GA Zip Code 30322 Country United States EO Save this address for future use cance 8 1 2 Addresses Delivery Changes for Individual Items To change addresses or delivery options for individual items edit the Shipping Address or Delivery Options next to the applicable item Please note PunchOut items must deliver to the same location you may choose to ship all PunchOut items to an alternate location however you may not split the order among multiple shipping addresses Product Desc
14. email com v expand clear Internal Note Wii Save Cancel Emory Express User Manual Version 14 3 Page 30 EMO RY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 2 Toadd an Internal Attachment from the Final Review Page a Select the Internal Attachments add attachment link Internal Notes and Attachments Internal Note Internal Attachments b Select Files Add Attachments Attachment Type File Link Maximum upload file size 4 88 MB Required Save Changes Close c Locate your file and double click the name tT Ios m t Computer ademore K H My Quotes E Organize New folder a h F m UY Favorites E Name E Desktop E Uniform Quote mi Downloads TE New Lab Quote i El Recent Places 7 Uj New Lab Quote comparisons 7 50157 162line2 Libraries E 50157 162linel E Documents FE 0048611_392 a Music 7 004861 8 fo Miet rar d Save Changes For multiple files Select Files and repeat steps c and d Add Attachments Attachment Type Fie Link File Select files Done a Uniform Quote pdf 100 x Maximum upload file size 4 88 MB Required Save Changes Close Emory Express User Manual Version 14 3 Page 31 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 3 To remove an Internal Attachment select the corresponding Remove link To move it to External Attachments select the corresponding Remove down arrow and Move to External
15. not combine standard supply orders with large equipment orders Large dollar orders require additional School Division approvals Also capital equipment is recorded through the Emory Assets team before it is approved supplies do not need to route through these approval steps o Keep new suppliers in a separate cart as they require additional processing time in Procurement o Keep radiopharmaceuticals in a separate cart All radiopharmaceuticals require additional approval through Emory s Radiation Safety Office e When searching through the Shop hosted catalogs o Search by part number If the part number returns no results try searching by manufacturer number o Ifanitem cannot be found by part number or manufacturer number try the supplier s PunchOut if available o Search by product description and use the filters to narrow results o Contact a Procurement Strategic Sourcing Specialist for assistance in sourcing your product Strategic Sourcing Specialists are listed on the Procure amp Pay About Us website under Contacts Procure amp Contract Administration e PunchOut Suppliers o May be used for custom designed orders or special quotes Suppliers will advise when your quote or custom product is available in their PunchOut o Are not editable once you leave their website Confirm your order prior to submitting to your Emory Express Shopping Cart Emory Express User Manual Version 14 3 Page 6 ed EMORY PROCUREM
16. that a comment has been added to the document Email notifications Amy Jones Prepared by lt ademore emory edu gt add email recipient Please advise if you have received these products 950 characters remaining expand clear Attach file to this document optional Attachment Type File hd File Mame File No file selected 3 Ifyour recipient is not listed a Select add email recipient Add Comment gt X This will add a comment to the document If you select a user they will receive an email indicating that a comment has been added to the document Email natification s Amy Jones Prepared by lt ademore emory edu gt Emory Express User Manual Version 14 3 Page 39 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES b Search for the recipient and select Results Per Page 10 Users meeting the search criteria 1 jal Fage 1 of 1 A Name 5 User Name Email Phone Action Hulsey Jennifer jhulsey jennifer hulsey emory edu 1 404 727 8096 selet c Enter your comment Attach documentation if needed Add Comment Add Comment X This will add a comment to the document If you select a user they will receive an email indicating that a comment has been added to the document Email notification s Amy Jones Prepared by lt ademore emory edu gt Jennifer Hulsey lt jennifer hulsey emory edu gt add email recipient Please advise if you have received thes
17. 0 64cm H 8 25 x 16x 16 in jy more info 2 Emory Express will notate the line item when the accounting codes differ from the header It is important to note any symbols on your Checkout screen symbols indicate a line level change Always review the applicable page when the symbol appears to verify the line level change is accurate Self Stick Label And Tab Protectors 3 1 2 x1 11 16 Clear more info 334781 Accounting Codes GL Business Unit Smart Key Account Code Department ID EMUNV 0000001348 53200 113010 Emory University Financial Operations PTP1002A Supplies Office Exp Financial Operations PTP copy to other lines 8 4 Final Review Notes and Attachments The Final Review page allows you to edit Notes and Attachments for your items You may attach notes and attachments at an internal or external level 8 4 1 Internal Notes and Attachments Internal Notes and Attachments are used to provide additional information to your order approvers including any special Emory approvers and Procurement Information posted in Internal Notes and Attachments do not transmit to the supplier 1 To add an Internal Note from the Final Review Page select the Internal Notes and Attachments edit button Enter the note and Save Internal Notes and Attachments Internal Note Intermal Attachments add attachment Internal Note New Supplier information is ABC Supplier 123 Main Street Atlanta GA mynewsupplier
18. 3 a Template Name With Accounting Codes Template Description 100 characters remaining Doc Type Purchase Orders Custom Fields All As columns in Data File Custom Field Files Custom Fields Header Leve Custom Fields Line Level Additional Files Approval History x Form Data Required lt Previous 6 You can now choose your Document Search Export Template when you export search results Document Search Export Request Export Step 1 of i File Name Description ania Screen Epot ems E T em p a t e AEPEREPEE SPP REEP PoP PE REPEE PPE EEE EREE AIAPE PEPEE EEEE REPERE TERE Pen errr Screen Export Description Transaction Export Full Export With Accountin g Codes Required Submit Emory Express User Manual Version 14 3 Page 51 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 14 Ordering Radioactive Materials There are special requirements for ordering radioactive materials Failure to complete the requirements will result in rejection of your requisition and may result in loss of ordering privileges for the study The requirements include 1 Shipment directly to Radiation Safety using the pre approved Radiation Safety shipping address The approved address is Radiation Safety Office Attn Radiation Safety lt PI s Full Name gt lt Authorized Permit Number EHSO Room G44 Whitehead Building 615 Michael Street Atlanta GA 30322 2 Charged to account code
19. 32 EMORY moconnsrs UNIVERSITY PAYMENT SERVICES Emory Express User Manual http www finance emory edu home Procure and Pa e market emory edu November 2014 Version 14 3 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES Table of Contents l JHE EMORY MARKETPLACE sssecicctccessavesiessosrcitcceelacssonnseveacdsechiessosbesmseacstevesiciuence A 2 EMORY EXPRESS aurin E ieudacaencneeses i E tense viawsatacectasdehestussuecturamnieg aces 5 94 MR E E T T E gr ene TOA E A A E A ere are ere 5 DZ Pir nacine TIDS eer A E N A AE 6 s PSINGEMORKEXPRESS eoor E E 7 Me o E E O A N OO E A E E E test 7 OE caries scree es Gena EE sire ace ones A E A AE E E E 8 A EMORY EXPRESS HOME PA GR ocsciscdissavencsetsevcncdewesensnuiunaseuwdcavaissesdsiest cucrsssavacduondins 9 Js PROTE ieee asa E aansesdua tense ssauemsueieuens 10 S Aes 0 Coal 2a 6 ar nr en eee er eee ee eee E O 10 52 User Profile anid Preferentes sissscoceseceecaconsdssensenovasseaspoienstccsscsnndeve sadeacnciaacrsananeadsnenvasbbecnteedenstoneansvertese 10 5 2 1 Users Name Phone Number Emaily Cte sissccdsssscansnsasescessoszanivnnescureoneaavornagsniecsferesesaiiose aster aiiin 11 5 2 2 Language Time Zone and Display Settings cee eesseseseeeeeceecseesesceeseceacseeseeecscseeacseeaceeaeeeaeeaees 11 59 SE User setl ingS ominaisena a E aa i aTa SEa 12 5 3 1 Custom Fields and Accounting Code Defaults oo eeseesesseseceseseeeeeeseeeeseseseeeesesceeseaeseeesaceee
20. 47 402 CS check availability larger image Manufacturer Info 192087 ANSELL HEALTHCARE add favorite remove v Core List Yes Hex Sse 6 2 PunchOuts PunchOuts are direct access to Emory contract pricing on a supplier s website You can search for products and add them to your Emory Express shopping cart Some PunchOuts will open in a new window Please ensure your pop up windows are enabled prior to accessing the supplier s PunchOut To access a PunchOut click on the supplier s icon v Punch out A f 0 5 5l 7 Caz i i oe ows R DeL ee HermanMiller Steel Emory Express User Manual Version 14 3 Page 20 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES Search for products add them to your cart and submit your order to your Emory Express shopping cart To return to Emory Express without any products choose the Cancel PunchOut button Your SciQuest Session will expire in 79 45 Cancel PunchOut 6 3 Non Catalog Item The non catalog item is used to request items that are not available through Emory Express It is also used for quotes not accessible via the PunchOut 1 Select the non catalog item link under Shop Shop Everything Go to advanced search favorites forms non catalog item quick order Browse suppliers categories contracts 2 Enter Supplier and select your supplier If the supplier is not found enter New Supplier The supplier s name address and
21. 54580 3 Radioactive flag selected on non catalog items 4 Request radioactive materials in a separate cart 14 1 Storing the Radioactive Shipping Address To ensure you use the approved Radiation Safety address you should add it to your profile You may then select it when needed To add the Radiation Safety Shipping Address 1 Select the down arrow next to the user Name and choose View My Profile 2 Select Default User Settings Default Addresses Amy Jones User Name ademore User Profile and Preferences Default User Settings Custom Field and Accounting Code Defaults Default Addresses Emory Express User Manual Version 14 3 Page 52 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 3 Select Addresses for Profile and enter 615 in the Nickname Address Text box Search Default Addresses Ship To 4ill ja Selec an address to ceir Select Addresses for Profile Shipping Addresses Address Search 159 CLIFTON Mickname Aadress 615 Test Result Per Page 10 searr h 4 Select 615 Michael and enter the following information a Nickname Radiation Safety b Attn Radiation Safety lt PI s Full Name gt lt Authorized Permit Number gt c Department EHSO Room G44 Building Room Whitehead Building Edit Selected Address Nickname Default A Current Default 1599 CLIFTON Address ADDRESS Attn Department Building Room Address Line 1 615 MICHAEL ST City ATLANTA
22. 77 usp 20 15 40 usp E Part Number 521864 ER Manufacturer Info 50605 WOFQD12 BIC Contract EU0025 more info Office Supplies Paper and Related Material change Capital Expense m p ARETE BIC Wite Out Brand Cover It Multipurpose Correction Fluid White 20 ml 4 0 41 usp 20 8 20 usp a EA Part Number 521906 Manufacturer Info 50367 BIC Contract EU0025 v more info Office Supplies Paper and Related Material change Add To Favorites Move to Another Cart Change Supplier Add to Draft Cart or Pending PR PO Add to PO Revision Close Emory Express User Manual Version 14 3 Page 24 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 8 Proceed to Checkout The Proceed to Checkout command provides functionality to view add or change the following criteria 1 Shipping and delivery options 2 Accounting Codes 3 Internal and external notes and attachments Select the Proceed to Checkout button to begin the checkout process 4 Continue Shopping Eg Shopping Cart ior amy Jones Name this cart 2014 10 23 ademore 01 Have you made changes Update B Help Add Non Catalog Item Empty cart Perform an Estes FISHER SCIENTIFIC COMPANY EE more info Fisher ACCT 240212 032 Edit ACCT 240212 032 P O BOX 404705 2000 PARK LANE ATLANTA GA 30384 4705 US 94 Item s for a total of 1 012 23 uso estimated tax shipping amp handling 0 00 USD
23. 9009954 United States Supplier Third Party Ref No 0000005238 aa 5 aanta si ad Email christopher henriksen staples com View edit by line item Phone 1 404 5793321 Toll Free Phone 1 800 7240110 Invoice Date 4 17 2014 aa i Fax 1 800 7240110 Discount Date Address Id MAIN Due Date 5 17 2014 3rd Party Address ID 2 Terms 0 0 Net 30 Terms Discount 0 00 USD Bill To Invoice Name Payment Services PO Box 740046 ATLANTA GA 30348 Match Status Matched United States Invoice Source Electronic Contains substituted item s x Payment Information Discount Tax Shipping amp Handling View edit by line item Accounting Date 5 14 2014 Discount tax shipping amp handling F O B F 0 8 Destination Allocation Method Sum of All Payment Method ACH Header level Payment Reference 0000891393 Discount 5 00 USD Payment Date 5 14 2014 Tax 2 0 00 USD 16 2 Paper Invoices Paper invoices are submitted to Emory s imaging service who uploads the invoice image on your Purchase Order To access images of paper invoices 1 Locate your Purchase Order number and select it using the Document Search Steps on pages 42 45 2 Select the Invoices tab PO Reference Na TO087083 Revision 1 Closed Supplier AVYVE BCGROUP LLC DBA AVYVE Status Purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments 1 History General Information PoO Reference No TO87083 Revision No 1 Supplier Name AVYVE BCGROUP LLC DB
24. A AVYVE 3 FEE gt more info Purchase Order Date 10 17 2013 Total 1 618 00 Emory Express User Manual Version 14 3 Page 59 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 3 Select the Voucher No PO Reference No T087083 Revision 1 Closed Supplier AVYVE BCGROUP LLC DBA AVYVE Status Purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments 1 History Invoicing Summary Voucher No Supplier Invoice Number Invoice Date R482175 19269 11 15 2013 4 The invoice image link is located at the top of your screen Note you may review payment information in the Invoice Header level Select the Image Attachment Invoice Number R482175 Supplier Account No Supplier Invoice No 19269 Image Attachment 11201390046874010005_EMRY_236260 f Supplier Name AVYVE BCGROUP LLC DBA AVYVE 5 Select the file name Save or Open the file OK Opening 11201390046874010005_EMR _236260 tif You have chosen to open 11201390046874010005_EMRY_236260 tif which ts TIF file 16 5 KB from https solutions sciquestcom What should Firefox do with this file Do this automatically for files like this from now on Emory Express User Manual Version 14 3 Page 60 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 16 3 Check Request Invoices Check Request Invoices are attached by the Emory Express requester While invoices are maintained in the department Emory Express
25. CT 240212 032 P O BOX 404705 2000 PARK LANE ATLANTA GA 30384 4705 US Product Description Catalog No 2 Holder Safety Goggles Glasses Curve Eight compartments with 9 4 x 9 4 x 20 32cm 3 7 x 3 7 x 8 in 0 25 in clear acrylic Flame polished 19170655 edges Mounts to wall free standing 20 9D x 20 3W x 40 6cm H 8 25x8x 16in jy more info 3 AK Safety Goggles Holder 12 Pairs 1 EA AK238 jy more info 17987140H STAPLES BUSINESS ADVANTAGE 500 STAPLES DRIVE P O BOX 405386 FARMINGHAM MA 01702 US Product Description Catalog No 4 Paper Mate Dryline Grip Correction Film Non Refillable 1 5 x 27 9 4 more info 467258 5 BIC Wite Out Brand Quick Dry Correction Fluid White 20 ml 4 more info 521864 6 BIC Wite Out Brand Cover It Multipurpose Correction Fluid White 20 ml 4 more info 521906 7 BIC Wite Out Brand EZ Correct Correction Tape White 1 6 x 472 10 Pk more info 483018 8 Staples Correction Tape 1 Line Mini 1 5 x 234 6 Pk 4 more info 611278 8 2 Billing Size Packaging EA 17Lx121 2Wx8inD EA Size Packaging RREEE Catalog No values have been overridden for this line Attn Amy Jones Department FINANCIAL OPERATIONS Building Room Front Desk 1599 CLIFTON RD NE ATLANTA GA 30322 United States Unit Price Quantity 189 64 1EA 136 97 1EA Unit Price Quantity 1 51 20EA 0 77 20EA 0 41 206A 10 84 10 PK 1 69 20 PK All invoices route to Payment Services for review and pr
26. Contact Line 1 Payment Services Address Line 1 PO Box 740046 City ATLANTA State GA Zip Code 30348 Country United States Save d When successfully added the Bill To address will display in your Billing Addresses list My Profile Default Addresses v Amy Jones Default Addresses User Name ademore Ship To Bill To g Select an address to edit Iser Profile and Preferences Default User Settings Billing Addresses Custom Field and Accounting Code Defaults BILLTO Default Addresses Emory Express User Manual Version 14 3 Page 17 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 6 Choosing Products Emory Express offers several shopping methods in order to meet the diverse needs of the university Emory Express shopping options include 1 Shop 2 PunchOuts 3 Non Catalog Item 6 1 Shop Shop provides the tools to search the catalogs within Emory Express You can view and compare products within a product category add items to your shopping cart or add items to your Favorites list 6 1 1 Searching Catalogs To search within a product category click the drop down arrow and select the category Then enter the product description part SKU number or supplier name Click Go Shop Everything 123546 Go For additional search criteria choose advanced search Shop Everything Go Go to advanced search favorites forms non catalog item quick order Browse suppliers categories
27. ENT amp UNIVERSITY PAYMENT SERVICES 3 Using Emory Express Emory Express is easily accessible through the internet on the Procure amp Pay Website Faculty and staff who are activated in Emory Express can access the system with their Emory Network ID and password 3 1 Login To login to Emory Express 1 Go to www finance emory edu 2 Click on the tab Procure amp Pay EMORY Finance Division UNIVERSITY PAYROLL a PROCURE amp PAY Finance Division Organization Chart TRAVEL GRANTS ACCOUNTING REPORTING CASH amp DEBT TRAINING w m Class Codes Functional Categories of Expenditures FY14 Journal Entry Deadlines and GL Close Dates Emory Express Compass website Compass Online Reference Guide Compass Financials Compass Travel and Fvnencec 3 Select the Emory Express quick link x EMORY Finance Division UNIVERSITY PAYROLL PROCURE amp PAY TRAVEL GRANTS ACCOUNTING REPORTING CASH amp DEBT TRAINING Procurement and Payment Services pannoo S ESE SE mayip is iha Marbatpiace Greetings and Welcome to the Procurement and Payment Services 3 Seems eneeesnsseserenssnssesessnsssseesessnsesenssesessesenes i i om NASE website The information presented in this website pertains to the EMORY How to Pay ir EXPRESE a purchasing and payables processes for Emory University PaymentNet es Esey Our Buying in the Marketplace web page lists various goods and services with links to E
28. My Recently Completed Purchase Orders My Recently Completed Requisitions Locate older orders using the Document Search steps on page 32 35 If you have the document reference number you may locate it using the Quick Search tool on the Emory Express banner ny Jones Action Items Notifications a Once you have located your document 1 Click Go in the Available Actions menu EMORY EXPRESS Orders amp Documents Document Search Search Documents v Y Back to Search Results 4 30f43 Results gt PO Reference No 1110472 Revision 1 Closed Supplier STAPLES BUSINESS ADVANTAGE Status purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments History General Information Document Status PO Reference No 7110472 Workflow Dauirinn Nin 1 110 00 USD a oe ir Amy Jones Action Items Notifications 4 110 00USD Q Purchase Order Number s 1110472 v Available Actions Add Comment Te 8 Y Completed 11 27 2013 3 23 PM Emory Express User Manual Version 14 3 Page 38 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 2 All users who have acted on the document will appear Select a recipient if applicable If your recipient is not listed see step 3 Enter your comment Attach documentation if needed Add Comment Add Comment X This will add a comment to the document If you select a user they will receive an email indicating
29. NC Part Number 47747 402 PK Manufacturer Info 192087 ANSELL HEALTHCARE Core List Yes HBe s You may 4 Page 1 of 20 186 05 Usp 1UNIT CS 1 Add to Cart Y check availability add favorite compare 15 50 usD 1UNIT PK 1 Add to Cart Y check availability add favorite compare 186 05 Usp 1UNTT CS oer r check availability add favorite compare 15 50 usp 1UNITT PK ooe r check availability add favorite compare Enter the number of items you wish to order in the text box and select Add to Cart to begin your order 6 1 2 Favorites You may add frequently ordered items to a Favorites folder To save an item as a favorite select the add favorite link The Favorites folder is accessible under your Shop bar Results Per Page 200 Sort by Eest Match r GLOVE NITRILE LATEX 29 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 198 0 from VWR INTERNATIONAL INC Part Nurrber arger mage Manufacturer Io Core List His 7747 400 25 192085 ANSELL HEALTHCARE Ves slpage 1 ofo 2 186 05 lisp 1UNIT CS add favorite compare Emory Express User Manual Version 14 3 Page 19 ap EMQO RY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 6 1 3 Compare To compare multi
30. Profile and Preferences Default User Settings Account Code No Default Value Edit Custom Field and Accounting Code Defaults Edit Values Default Addresses Create New Value Cart Assignees User Roles and A Per aabiiia ser Roles and Access ae a a Value Description Per mo Ordering And Approval Settings Page Found lt Pagelof1 gt Permission Settings 5 y Notification Preferences Select Value Description User History _ Supplies Administrative Tasks 53300 L a kg Custom Field Values marked with an ab Technica asterisk are role based values Users can Add Values i Back to Search only modify the Default status of these Custom Field Values Emory Express User Manual Version 14 3 Page 14 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 5 3 2 Default Addresses You may also store shipping addresses in your profile If you ship to multiple addresses you may assign a primary or default address and any supplemental addresses you may need Addresses not in the system will require approval within your department school before Emory Express Administrators can establish them in the system 1 To add your Shipping Address a Select Addresses for Profile My Profile Default Addresses Amy Jones Default Addresses User Name ademore Ship To Bill To User Profle and Preferences Default User Settings Shipping Addresses Custom Field and Accounting Code Defaults 1599 CLIFTON J Default Addresses
31. PunchOut supplier orders Select the dollar amount in your banner to access your Shopping Cart Then select View my Cart Action Items 1 Notifications 4 2014 10 23 ademore 01 AK Safety Goggles Holder 12 P 1 Checkout Price 136 97 USD Ww Holder Safety Goggles Glasses Quantity 1 Price 189 64 USD W Dispenser Safety Goggles Glass Quantity 1 Price 244 81 USD 971 42 USD 7 1 Changing Quantities You may change the quantity to increase or reduce your order amount Select the applicable Update button to save any changes The Total should reflect the Unit Price multiplied by the Quantity Produet Description item added on Di r Safety Goggles Glasses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges Mounts to wal Oc 28 204 ES f f z 2 standing 20 95D x 40 64W x 40 64cm H 8 25 x 16 x 16 in Part Number 19170637 larger image Manufacturer Info SGD 12 Curve Technologies More Actions Contract EUODAS mote info Laboratory Supplies and Equipment change Capital Expense T Emory Express User Manual Version 14 3 Page 23 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 7 2 Removing Items 1 To remove Shop and non catalog items select the corresponding Remove button Product Description Unit Price Quantity Total epee i Dispenser Safety Goggles Gl
32. Version 14 3 Page 11 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 5 3 Default User Settings Default User Settings stores user accounting codes and addresses Select the Default User Settings link to access these options Amy Jones User Name ademore User Profile and Preferences Default User Settings Custom Field and Accounting Code Defaults Default Addresses 5 3 1 Custom Fields and Accounting Code Defaults Select the Codes tab to store your SmartKey s and commonly used Account Codes There is no limit to the amount of fields stored however it is recommended to only store commonly used codes in order to easily locate them at the time of checkout My Profile Custom Field and Accounting Code Defaults Amy Jones Custom Field and Accounting Code Defaults UserName ademore Header int Purchasing Use Only Codes Code Favorites Internal Information 7 sical Custom Field Name Default Value Description Edit Values GL Business Unit EMUNV Emory University Edit Custom Field and Accounting Code Defaults PAE ee See E Edit Default Addresses L Operating Unit No Default Value Cart Assignees L Department ID No Default Value Ea User Roles and Access L Dept 1 No Default Value Ea cael mq A Approval Settings L Dept 2 No Default Value Ez fier os 5 ae oe t Fund No Default Value Edit User History L Project No Default Value Ea Administrative Tasks L Activity No Default Value Edit Account Code No Def
33. al Version 14 3 Page 36 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 10 2 Correcting Deleting a Receipt You can correct or delete a receipt if it is not matched to an invoice 1 Select your name from the banner Then select My Recently Completed Purchase Orders Amy Jones Y Amy Jones View My Profile Logout My Pending Requisitions My Recently Completed Requisitions 2 Select the Purchase Order number for the receipt you need to correct a Fisher Scientific 0 22 2014 531 PM 51059468 Student 04 Sent Partially Received 358 75 USD No Matches 3 Select the Receipts tab Select the Receipt No you need to correct Status Purchase Order Revisions PO Approvals Shipments Receipts invoices Comments Attachments 1 History Receipts No Receipt Date 10 28 2014 4 Reopen Receipt The system will prompt you to document the reason Enter the reason and confirm Reopen Receipt mm Summary Comments 0 History Header Information Receipt 2014 10 28 student01 01 Receipt 10 28 2014 12 51 56 PM Complete 10 28 2014 1 01 05 PM Source Manual Name Create Date Date Raraint Na Raraint Nata Darkina Slin Na Cunnliar Nama Raraived hu Reopen Receipt Reason ra 4 You must provide a reason for reopening a receipt If you select a user they will receive an email indicating that the receipt has been reopened Email notification s M Student 01 Received by lt nobody sciquest co
34. asses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges Mounts to wall free 244 81usD 2 489 62 USD 4i standing 20 95D x 40 64W x 40 64cm H 8 25 x 16 x 16 in EA wpaate Add to Favorites Update o De Part Number 19170637 larger E Menufacturer Info SGD 12 S Curve Technologies me Contract EU0045 more info Laboratory Supplies and Equipment change Capital Expense 2 To remove PunchOut items select all items using the checkboxes to the right of the extended amount Then select the Perform an action on link at the top of your shopping cart items Remove Selected Items Return to the PunchOut to shop again STAPLES BUSINESS ADVANTAGE gt k EE moreinfo Add Non Catalog Item i i i i ier i i n The item s in this group was retrieved from the supplier s website What does this mean Perform an action on 5 items selected You can no longer access this item s on the supplier s website What does this mean Line s 4 5 6 7 8 Product Description Unit Price Quantity Total 7 pening Paper Mate Dryline Grip Correction Film Non Refillable 1 5 x 27 9 1 51 usp 20 30 20 usp m Part Number 467258 i Manufacturer Info PAP0O6604 Paper Mate Contract EU0025 v more info Office Supplies Paper and Related Material change Capital Expense m grenek BIC Wite Out Brand Quick Dry Correction Fluid White 20 ml 0
35. ater before submission to the supplier Non catalog item is available for products or quotes not available through the hosted catalogs or PunchOuts Radioactive material orders route to Radiation Safety for approval In addition they are delivered to Radiation Safety prior to department distribution Requisitions for Controlled Substances route to Procurement and then to the supplier to monitor licensing A copy of the DEA license is required for every order The shipping address must match the DEA license address Multiple suppliers may be included on the same requisition The Purchase Order PO number is assigned for each vendor See Purchasing Tips on page 6 for guidance on combining multiple suppliers on a requisition Purchasing limits and approval queues are determined at the Department or the School Division level Approvals route according to the Department charged and not the end user This allows for cross charging on joint department projects Emory Express User Manual Version 14 3 Page 5 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES e Procurement Strategic Sourcing Specialists are available to assist with sourcing and special order processing 2 2 Purchasing Tips The following tips will optimize the Emory Express purchasing process e Multiple suppliers may be placed on one requisition however requisitions are approved in their entirety Keep approval workflow in mind when processing orders o Do
36. ating circumstances through the Purchase Order s comments tab see pages 38 40 10 1 Completing a Receipt 1 Select your name from the banner Then select My Recently Completed Purchase Orders Amy Jones Logout View My Profile My Pending Requisitions My Recently Completed Requisitions 2 Select the Purchase Order number you need to receive Click Go Showing 1 2 of 2 Results Results Per Page 500 PO No Supplier Creation Date Time v 3011649 Fisher Scientific 9 22 2014 5 31 PM y 5011643 l Fisher Scientific 9 22 2014 5 31 PM 51059468 Last 90 days 7 31 2014 10 28 2014 Create Quantity Receipt Sort by Best match 7 lt j Page1of1 gt Requisition No Requisitioner Supplier Status Settlement Status PO Total E 51941319 Student 01 Sent No Matches 310 50us0 l Student 01 Sent No Matches 358 75 USD B 3 Update the quantity to reflect the amount received Save Updates and Complete Line Details Show Receipt Details PO No PO Line No Product Name 5011643 l American Educational Products Graduated Polypropylene Beakers S0mL 12 PK 7 595153 sou 2 graduated beakers For Selected Lines Remove Selected items Add to Inventory Actions E Remove Line E Receive amp Return Remove Line I Receive amp Return m Eo Catalog No Qty UOM ordered Previous Receipts Quantity Line Status a Received p oo 595153 15 PK NA 51202 1 Received le Emory Express User Manu
37. ault Value Ea Program No Default Value Event No Default Value Es Emory Express User Manual Version 14 3 Page 12 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 1 To add your SmartKey a L Smart Key Amy Jones User Name ademore User Profile and Preferences Default User Settings Custom Field and Accounting Code Defaults Default Addresses Cart Assignees User Roles and Access Ordering And Approval Settings Permission Settings Notification Preferences User History Administrative Tasks Select the SmartKey Edit Button No Default Value Ea Create New Value and enter the SmartKey in the Value box Do not enter a description If this is your only SmartKey you may select Default to automatically attach it to all Emory Express carts Save Repeat to add additional SmartKeys Custom Field and Accounting Code Defaults Header int Purchasing Use Only Codes Code Favorites Internal Information Custom Field Name Default Value Description Edit Values Smart Key No Default Value Fi Edit Values GL Business Unit EMUNV 7 Create New Value New Value Value Description i Value Description Default Status active Save Custom Field Values marked with an asterisk are role based values Users can only modify the Default status of these Custom Field Values 2 To add your Account Code a Account Code Select the Account Code Edit Button No Default Value
38. building name when possible to reduce the risk of shipping label character limitations Save Repeat steps a e for additional addresses If you are ordering radioactive materials please review page 52 for the mandatory shipping address EMORY EXPRESS My Profile Default Addresses v Amy Jones Default Addresses User Name ademore Ship To Bill To x 3 Select an address to edit User Profile and Preferences Default User Settings Shipping Addresses Custom Field and Accounting Code Defaults 1599 CLIFTON Cart Assignees User Roles and Access Ordering And Approval Settings Permission Settings Notification Preferences User History Administrative Tasks Select Addresses for Profile Delete Address Edit Selected Address Nickname 1599 CLIFTON Default m Current Default 1599 CLIFTON Address ADDRESS Attn Amy Jones Department FINANCIAL OPERATIONS Building Room 3 318 Address Line 1 1599 CLIFTON RD NE City ATLANTA State GA Zip Code 30322 Country United States Save 2 Invoices remit to Payment Services To add the Payment Services Bill To address a Select the Bill To tab My Profile Default Addresses v Amy Jones Default Addresses User Name ademore No addresses defined in profile Ship To Bill To User Profile and Preferences Default User Settings Select an address to edit Custom Field and Accounting Code Defaults Default Addresses No addresses defined in profile Cart Assignees Bill
39. ce No T182050 Revision No 1 Supplier Name STAPLES BUSINESS ADVANTAGE 3 E EE more info Purchase Order Date 4 16 2014 Total 402 96 3 Select the Voucher No PO Reference No 7182050 Revision 1 Closed Supplier STAPLES BUSINESS ADVANTAGE Status Purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments History Invoicing Summary Voucher No Supplier Invoice Number Invoice Date R579596 L 3228750802 4 17 2014 Emory Express User Manual Version 14 3 Page 58 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 4 Invoice Information displays Select the Printer Icon for an easy to read format Note you may review payment information in the Invoice Header level Invoice Number R579596 Supplier Account No Available Actions Add Comment v Supplier Invoice No 3228750802 Image Attachment Supplier Name STAPLES BUSINESS ADVANTAGE Buyer Invoice Approvals Matching Comments Supplier Messages Attachments History Summary General Note Attachments Discount Tax Shipping amp Handling Codes Hide header Hide value descriptions General 2 Addresses 2 Note Attachments 2 Invoice Type Invoice Remit To Remittance Detail 1 000 Chars Max Pay Status Paid Christopher Henriksen Internal Note Invoice Number R579596 00 STAPLES DRIVE P O BOX 405386 Supplier Invoice No 3228750802 FARMINGHAM ye Supplier Name STAPLES BUSINESS ADVANTAGE 9 E more MA rN 01702 Internal Attachments Supplier No V000
40. ch Edit Search Search Terms Keyword 697216 staples Filtered by Type Purchase Orders Date Range All Dates Owner Amy Jones remove all Showing 1 2 of 2 Results Per Page PO No v 7182050 4 v 7178602 Emory Express User Manual Version 14 3 Page 47 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 2 Enter the file name Enter a description if needed Select the Request Export Template down arrow and choose your preferred template Submit Document Search Export Request Export Step 1 of 1 T File Name Tree Free October Description Request Export Screen Export iz Template Description System Default Screen Export 3 If you are ready to extract your report select the Go to Page Download Export Files button If you would like to extract your files later you may access them through the Orders amp Documents icon Select Document Search then Download Export Files Request Submitted The export request has been successfully submitted Pending and completed exports are available in Orders amp Documents gt Document Search gt DownloadExport Files Note The time required to complete this export request depends upon the size of the request as well as the size and number of other pending requests Go to Page Download Export Files Close Orders amp Documents Approvals Document Search Search Documents View Saved Searches Create and Ma
41. e link UNIVERSITY EMORY Finance Division PAYROLL PROCURE amp PAY TRAVEL GRANTS ACCOUNTING REPORTING CASH amp DEBT TRAINING Welcome to the Emory M arketpl ace Procure amp Pay Quick Links ee Se Emory Express EMORY Emory s Procure to Pay system Emory Express provides faculty and be staff with an intuitive easy to use interface catalog shopping and ai RESS electronically enabled workflows to purchase a majority of goods and PaymentNet services In order to use Emory Express you must be approved for access by your department and attend Training Individuals with delegated authority to purchase goods and services on behalf of Emory are required to comply with the University Policy of Procurement of Goods and Services Many goods and services not found in Emory Express can be purchased using Emory s Purchasing Card according to policy Note The Corporate Card is for reimbursable Employee amp Independent Contractor Guidelines expenses and the preferred payment method for travel related charges A summary of how to acquire and or pay for the most commonly ordered items are located here Each Contract Administration commodity listed below links to the Emory contract supplier associated with the product s and provides instruction on how to make your purchase and the preferred method for payment Sais cae ee a A ERASE E EE N Sains Audio Visual Services Training for our Campus and paa eee aren eects nes Scient
42. e established the Check Request becomes a Purchase Order Payment Services will process within 5 business days of receipt The invoice will pay on the later date of the next business day or due date Emory Express User Manual Version 14 3 Page 57 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 16 Invoice Review Suppliers submit Purchase Order invoices directly to Payment Services Invoices are matched to the Purchase Order and available for you and your approvers to view No action is needed from you unless it is over 4999 If it is over 4999 see page 36 37 for steps on acknowledging receipt of your order Suppliers may submit invoices electronically to Emory Express by mail to our imaging service or directly to you if a Purchase Order does not exist Check Requests Steps to access invoices depend on the invoice delivery method 16 1 Electronic Invoices Electronic invoices are submitted directly to Emory Express There is no paper image of the invoice however the Emory Express Invoice page is Emory s official system of record To access electronic invoices 1 Locate your Purchase Order number and select it using the Document Search Steps on pages 42 45 2 Select the Invoices tab PO Reference No 7182050 Revision 1 Closed Supplier STAPLES BUSINESS ADVANTAGE Status Purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments History General Information PO Referen
43. e products L 5 950 characters remaining expand clear Attach file to this document optional Attachment Type File X File No file selected Add Comment Cancel Emory Express User Manual Version 14 3 Page 40 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 12 Cancelling an Order Due to speed of fulfillment please contact the supplier first to cancel your order If they are able to successfully cancel your order please add a comment to the Purchase Order using the steps on pages 38 40 Please use Emory Express as the recipient name to ensure the message delivers to Procurement Operations Your comments should indicate your request to cancel and confirmation that you successfully cancelled with the supplier If you are unable to cancel with the supplier you cannot request to cancel in Emory Express The supplier will discuss return options and supply a credit memo to Payment Services to credit your SmartKey upon returned receipt of goods or completion of the agreed upon return terms Add Comment gt X This will add a comment to the document If you select a user they will receive an email indicating that a comment has been added to the document Email notification s A Amy Jones Prepared for Requisition prepared by lt ademore emory edu gt W Emory Express lt e market emory edu gt add email recipient Please cancel this order I successfully cancelled with Joe Brown at ABC
44. eeaeaeeeeees 12 ED E Cl I A A E O O E A E 15 Gy CHOOSING PRODUC S wvsstiivssccasssscssnnunbiveonncsasvosswesrsdaseossesastesccsitoonnctsswesseseeevacaess 18 CL IC I A E EIE A A A O A N EA A 18 Gil Searching Catalogs sererek a a e a TEA E iia O a a AE E 18 CAE S a E N E E E A ranch van codec E E E E O E bes 19 Os AN AC PEE E EA E E A E A A E A 20 MN ee ET E EE E E 20 oo Non aaa e E A ee ere ere ee 21 Ts SHOPPING Tia ses ose tne cenec E 23 e 80 i E ener ern ae eee reaver ere eee ee 23 r BRET VMI MAG crys soe E cineca E A E E E ET 24 8 PROCEED TOCHECKOUT irris E E E E re reer 25 eE EN TE AE A E A D EN E E aoacns 25 8 1 1 Shipping Changes for all Items secs cceccsesnsyscceseacacncaseaguasavessetyeasvowaretagaseaenstaneseaieavtad essai eaaasleseeaeneees 25 8 1 2 Shipping Changes for Individual Items eee eeeseeseseeeesceecseesesceessceacseescseesesceacsesaceeeseeeeaeeaees 27 A S TT eastes cesses cette es scecese oes geese 28 o 201 0 16 001801 gl O mentee enn Cnet A E ee ee ee eee 29 8 3 1 Accounting Code Changes for all leis sssicecscsazacousiestanedeatine saccanessnnenesoa eereteaeecsddecaietaeenseaseisetoenieaties 29 8 3 2 Accounting Code Changes for Individual Items ee eesesseeeseseeceseeeeseseeeeeseeeeceeeeceeeseeeeeeseeeaees 30 Emory Express User Manual Version 14 3 Page 2 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 8 4 8 4 1 8 4 2 8 5 10 10 1 10 2 11 12 13 13 1 13 2 13 3 13 4 13 5 13 6 13 7
45. eesesesessssesssesesesesssssssssstsesesssssseseseststsreteesesesestseetsresesesesees 49 ORDERING FA TOA PVE icscascreerdcetescnvceseacauedewuativececesenycucestatossednasecusnesusevevencen 52 storing the Radioactive Shipping Address vecacseiseseccessaaisres necceentacandvseneeessescenvvsancebedeandaostarennenesvooenass 52 Ordering from Shop or a PUNCHOUL ee eeeeeeeeseeeeseeceeeseeacsceessceaceesacsessceacseeaesceaceeeaceeeaeeneaeeaees 53 Ordering from a Non CGatalog Ten svssssssessancesetedaseennsnersqunsincnanncienvcensnesaenvanertecenesansuahactestnalepseseessesetons 54 CHECK REQUESTS rorirori a E A O ET E E 55 INVOICE RE VIE Y irarri an r E EA OEO 58 Elecro TA lt tc a e a E EE eT eee E AE EE E E 58 PN OVO O an EAE EEA EEE ETE EE uaceteess 59 Ce k Ree RO C E E E ETE AE E 61 Emory Express User Manual Version 14 3 Page 3 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 1 The Emory Marketplace The Emory Marketplace provides 1 stop shopping with direct links to Emory Express as well as internal and external suppliers The Emory Marketplace also contains commodity specific information including contract suppliers associated with the products instructions on how to make your purchase and the preferred method of procurement i e Emory Express P Card or Corporate Card To access the Emory Marketplace 1 Visit www finance emory edu 2 Select the Procure amp Pay tab 3 Select the Buying in the Marketplac
46. email should be included in the Internal Notes when you checkout see pages 30 31 Non Catalog Item X Enter Supplier OF supplier search 3 Complete the remaining bolded fields The information should match your quote or the supplier s website All quotes should be attached during checkout on the Final Review page Be sure to only attach your quote at the line level to protect contractual agreements see page 32 34 Confirmed Product Description Catalog No Quantity Supplier Packaging Pricing 254 characters remaining expand clear Emory Express User Manual Version 14 3 Page 21 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 4 Select the applicable item classification Please note that the Radioactive symbol must be selected for relevant items failure to classify Radioactive materials accordingly will result in Radiation Safety rejecting your request controlled substance amp 3 Recycled Hazardous material Radioactive Rad Minor 4 Select Agent 4 Toxin A Energy Star Green o aoaaa a a 5 To order additional items from that supplier select Save and Add Another After inputting all items Save and Close Save and Close Save and Add Another Close Emory Express User Manual Version 14 3 Page 22 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 7 Shopping Cart The Shopping Cart allows the user to change the quantities for catalog products and delete
47. ences Some settings are determined by the department division administration or Procurement Services Users can customize the following areas 1 User Profile and Preferences a User Name Phone Number and E Mail address b Language Time Zone and Display Settings 2 Default User Settings a Custom Fields and Accounting Code Defaults SmartKeys and Accounts b Default Addresses Ship To and Bill To 5 1 Access the Profile To access the profile select the down arrow next to your name and choose View My Profile Amy Jones 5 2 User Profile and Preferences User Profiles and Preferences allows you to store your contact information and establish language and time zone preferences Select the User Profile and Preferences link to access these options My Profile User s Name Phone Number Email etc Amy Jones User Name ademore User s Name Phone Number Email etc Language Time Zone and Display Settings Emory Express User Manual Version 14 3 Page 10 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 5 2 1 User s Name Phone Number Email etc Enter or edit your Name Phone Number Department and E mail Address The department should reflect the department you will charge to ensure the appropriate signature authorities are able to review your transactions Do not enter a Badge ID as the field is not used at Emory University Save your changes My Profile User s Name Pho
48. er image i larger image Sort by Best Match M GLOVE NITRILE LATEX SZ9 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 198 0 from VWR INTERNATIONAL INC Part Number 47747 400 CS Manufacturer Info 192085 ANSELL HEALTHCARE Core List Yes Bers GLOVE NITRILE LATEX SZ9 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 198 0 from VWR INTERNATIONAL INC Part Number 47747 400 PK Manufacturer Info 192085 ANSELL HEALTHCARE Core List Yes B ss GLOVE NR LATEX208 Z10 PK12PR Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 1980 from VWR INTERNATIONAL INC Part Number 47747 402 CS Manufacturer Info 192087 ANSELL HEALTHCARE Core List Yes Hits GLOVE NR LATEX208 SZ10 PK12PR Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 1980 from VWR INTERNATIONAL I
49. ess box Remit To Address Remit To Location List WOMEN S CLUB VOLLEYBALL AT UGA WOMEN S CLUB VOLLEYBALL AT UGA UGA REC SPORTS ATTN ELISE HARVEY 201 RAMSEY STUDENT CTR 330 RIVER RD ATHENS GA 30602 United States Add New Remit To Address Check Box New Remit To Address Request special disposition such as hold for pick up or mail enclosures in the Internal Notes box Internal Wotes 1000 char 1000 characters remaining expand clear Select Add Attachments to attach your supporting documentation Retain supporting documentation in your department Payment Services will process your request using the electronic attachments Add Attachments Attachment Type File Link File Done 004861 8 pdf 100 x Maximum upload file size 4 88 MB Add ttachments Emory Express User Manual Version 14 3 Page 56 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 8 For one invoice click the Go button For multiple invoices select Add to Cart and click the Go button Edit to match the next invoice When your final invoice is entered change the action back to Add and Go to Cart and click the Go button Available Actions Add and go to Cart Close Add and go to Cart Add to Cart and Return Add to Cart Add to Craft Cart or Pending PR PO Add to PO Revision Add To Favorites 9 Follow the steps to Proceed to checkout on pages 25 37 10 After the Department Approves and New Suppliers ar
50. ific Supply Center Locations ee Books Barnes amp Noble omen pees ee ae ae pean SE E E eee eee Flew Honorda lertificatian Process Emory Express User Manual Version 14 3 Page 4 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 2 Emory Express Emory Express is an easy to use application for the creation submission and approval of requisitions The application is accessed via a secure website using your Emory Network ID and password Its search engines allow for the requisitioning of thousands of products via hosted catalog searches and supplier websites PunchOuts while ensuring internal controls through its electronic approval process 2 1 Overview All eligible purchases should go through Emory Express Eligible purchases are documented on the Emory Commodity Matrix accessed from the Emory Marketplace webpage Accessible via the Internet with your Emory Network ID and password Approvals are completed online Contract Suppliers are denoted with a 3 Purchase Orders for contract suppliers are sent directly to the supplier via Emory Express and only go through Procurement if they are 10 000 or greater or submitted through a form PunchOut Suppliers provide links to their websites within Emory Express Orders are returned to the Emory Express shopping cart for address and accounting assignment Requisitions to non contract suppliers via the Shop tool route through Procurement if they are 2000 or gre
51. ing Addresses User Roles and Access Select Addresses for Profile Emory Express User Manual Version 14 3 Page 16 42 EMORY PROCUREMENT amp A 4 UNIVERSITY PAYMENT SERVICES b Select Addresses for Profile Click the Down Arrow and choose the Bill To template My Profile Default Addresses v Amy Jones Default Addresses User Name ademore No addresses defined in profile 3 Ship To Bill To User Profile and Preferences Default User Settings Select an address to edit Select Addresses for Profile Custom Field and Accounting Code Defaults Default Addresses No addresses defined in profile Cart Assignees Billing Addresses Select Address Template User Roles and Access z Salat Addres Ordering And Approval Settings Template BILLTO Permission Settings c Save My Profile Default Addresses v Amy Jones Default Addresses User Name ademore No addresses defined in profile Ship To Bill To User Profile and Preferences Default User Settings Select an address to edit Select Addresses for Profile Delete Address Custom Field and Accounting Code Defaults Default Addresses No addresses defined in Cart Assignees profile User Roles and Access Billing Addresses Edit Selected Address Ordering And Approval Settings Nickname BILLTO Default 4 Permission Settings Notification Preferences Current Default User History Sines Administrative Tasks ADDRESS
52. is the official University system of record for Check Request payments To access Check Request invoices using Emory Express 1 Locate your Purchase Order number and select it using the Document Search Steps on pages 42 45 2 Select the Attachments tab PO Reference No T062699 Revision 1 Closed Supplier JP MORGAN CHASE BANK Status Purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments 1 History General Information PO Reference Na T062699 Revision No 1 Supplier Name JP MORGAN CHASE BANK 3 more info Purchase Order Date 9 5 2013 3 Select the Attachment name PO Reference No T062699 Revision 1 Closed Supplier JP MORGAN CHASE BANK Status Purchase Order Revisions PO Approvals Shipments Receipts Invoices Comments Attachments 1 History Attachment Type 387019 1 pafo31 File Form remarketing fees 6 1 2013 8 31 2013 4 Select the file name Save or Open the file OK Opening 387019 Lpdf You have chosen to open T 387019 1 pdf whichis Adobe Acrobat Document from https solutions sciquest com What should Firefox do with this file Open with Adobe Reader default Save File Do this automatically for files like this rom now on Emory Express User Manual Version 14 3 Page 61 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES Notes Emory Express User Manual Version 14 3 Page 62
53. lfillment center 4 Distribution Methods Confirmed Product Description Catalog No Quantity Supplier Packaging Pricing 123456 1 110 1 EA 7 dCTP a 32P 3000Ci mmol 10mCi ml EasyTide 250 u i 199 characters remaining expand clear Product Details Capital Expense UNSPSC controlled substance 3 Recycled E Hazardous material Rad Minor O amp Select Agent Toxin CY Energy Star A Green Save and Close Save and Add Another Close Proceed to checkout Change the shipping address to Radiation Safety Change the Account Code to 54580 Place Order Shipping MR l Account Code Attn Radiation Safety PI Full Name Authorized User s Permit number Department EHSO Room G44 l Building Room Whitehead Building 345380 615 MICHAEL ST ATLANTA GA 30322 United States Radiopharmaceuticals Exp Emory Express User Manual Version 14 3 Page 54 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 15 Check Requests The Check Request form is used to request payments to companies for goods or services when an Emory Purchase Order was not originally issued Common Check Request commodities include memberships and registrations when Visa is not accepted utility payments and payments to municipalities The form contains instructions on submitting documents for payment and is available on the Emory Express homepage under Showcased Services Only one invoice i
54. licable page when the symbol appears to verify the line level change is accurate When your order is correct and you are ready to submit it for approval click the Place Order button B Shop My Carts and Orders Open My Active Shopping Carty gt Summary L 9 Shipping sn 9 Accounting Codes Internal Notes and Attachments External Notes and Attachments Place Order 4 Return to shopping cart 4 Continue Shopping O All done The required information has been completed and this request is ready to be submitted Once you have reviewed the details you may continue by clicking the button at the top of the page Emory Express User Manual Version 14 3 Page 34 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 9 Checking Status Emory Express provides real time information on the status of your requisitions It also delivers the requisition workflow routing and a list of approvers for each approval step Actions throughout the life of the requisition are available through the history tab To check status of your requisition 1 Select your name from the banner Then select My Pending Requisitions Amy Jones View My Profile Logout My Recenth Competed Requisitions My Recenth Competed Purchase Orders 2 Select the requisition number tesults Per Page 500 Requisition No Supplier s a 55079137 24 A Daigger Staples New Supplier Staples 3 Select the PR Approvals tab Re
55. m gt add email recipient Correct quantity received 975 characters remaining expand clear eee oe lem Cancel 5 To make corrections Save Updates and Complete To delete a receipt select Delete Line Details Show Receipt Details For Selected Lines Remove Selected Items 5 Add to A a PO No PO Line No Product Name Catalog No Qty UOM ordered Previous Receipts Quantity Inventory Line Status Actions L s011643 1 American Educational Products Graduated Polypropylene Beakers 50mL 12 PK 7 S95153 95153 15 PK 9 Received X L Remove Line Receive amp Return s011643 amp 2 graduated beakers NA 5 12 DZ 4 Received x Remove Line E Receive amp Return So ea ooo Emory Express User Manual Version 14 3 Page 37 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 11 Adding Comments Emory Express offers an Add Comment action to assist with order communication It is the primary communication tool used in Procurement and Payment Services regarding orders and invoices communicating within your department We encourage end users to use this tool when To add a comment to a document in Emory Express locate the document requisition purchase order or invoice number in Emory Express Recent requisitions and orders are accessible by selecting your name in the Emory Express banner Amy Jones View My Profile Logout My Pending Requisitions
56. mory s contract suppliers Our How to Pay web page will help you to Employee amp Independent i i Contractor Guidelines determine the appropriate payment methods for products and services purchased Emory Express User Manual Version 14 3 Page 7 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 4 Enter your Emory Network ID and password Login s EMORY EMORY 19n UNIVERSITY HEALTHCARE Network ID NetID Login is Emory s authentication tool for logging into multiple web systems and applications If you have any questions problems or comments about Login please Sane contact the Emory UTS Service Desk at 404 727 7777 or the Emory Healthcare Call Center at 404 778 HELP You may also submit an IT support request at ee http help emory edu Forgot Password EMORY HOME CONTACTS EMERGENCY CAREERS GIVE TO EMORY ABOUT EMORY S WEB Copyright 2014 Emory University All Rights Reserved 201 Dowman Drive Atlanta Georgia 30322 USA 404 727 6123 3 2 Support There are several help features available in Emory Express icons indicate helpful information is available for a screen or section in Emory Express e Place your mouse on a symbol icon or form name and additional information will display e Email your questions o Order inquiries e market emory edu o Payment Inquiries actspay emory edu e Useful links are available on the Emory Express Message Board Useful Li
57. nage Export Templates 4 Select the file name Save or Open the file OK Opening Tree Free October zip p M Orders amp Documents Document Search Download Export Files 7 Search Results Exports You have chosen to open Download Exports Recurring Exports Tree Free October zip which is Compressed zipped Folder from https solutions sciquest com Exports with a status of Complete are available to be downloaded Exports with a status of Pending are currently being queued by the sy If you would like to receive a notification when your export is ready make sure Search Result Export Confirmation is selected in your Notif Click to filter exports Results Per Page 20 v File Name a Description a Request Date Time Tree Free October zip 10 29 2014 12 46 PM What should Firefox do with this file Qpenwith Windows Explorer default z olgen a Sa eres Do this automatically for files like this from now on Emory Express User Manual Version 14 3 Page 48 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 13 8 Editing and Starting a New Search Links are available at the top of the Search Results screen that allow you to edit the search or start a new one Selecting Edit Search will take you back to the search screen and retain your criteria Selecting Start New Search will take you back to the search screen and remove your criteria SERB ib Orders amp D
58. ne Number Email etc Amy Jones User s Name Phone Number Email etc User Name ademore ditiis Last Mame Jones Phone Number 1 404 73271234 User Profile and Preferences 1 404 727 1234 User s Name Phone Number Email etc Language Time Zone and Display Settings E mail Address ademore emory edu Email User Default User Settings Department FINANCIAL OPERATIONS FINANCIAL O User Roles and Access Ordering And Approval Settings Badge Id Permission Settings User Name ademore Notification Preferences User History Administrative Tasks Save 5 2 2 Language Time Zone and Display Settings Emory Express has established defaults for Language English Time Zone Eastern Standard Time and Display color theme help options etc You may change them from this screen when applicable If you make changes be sure to Save My Profile Language Time Zone and Display Settings v Amy Jones Language Time Zone and Display Settings Select a Language i v User Name ademore as English Country United States Currency v User Profile and Preferences Time Zone EDT EST Eastern Standard Time v User s Name Phone Number Email etc Color Theme v Language Time Zone and Display Settings F Enable Accessibility Mode Default User Settings Help on mouse over Show help only on click v User Roles and Access Preferred email format v Ordering And Approval Settings Permission Settings Eg Emory Express User Manual
59. nes Department FINANCIAL OPERATIONS Building Room 3 318 1599 CLIFTON RD NE ATLANTA GA 30322 United States Delivery Options este Ship Via Best Carrier Best Way Emory Express User Manual Version 14 3 Page 25 EMQO RY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 2 Ifthe address is in your profile you may select from the down arrow Choose the applicable address and Save Ship To 7 x Complete the fields below to enter your shipping address or this order if you need to make a chenge select a different address from the available options Shipping address select from your addresses 1599 CLIFTON To choose a diferent address sail Radiation Safet adiation Safety Address Details Attn Amy Jones Department AIWARNICIAL OPERATIONS Building Room Address Line 1 1599 CLIFTON RD NE City ATLANTA State GA Zip Code 30322 Country Unred States Save Cancel 3 Ifthe address is not in your profile a Select the click here link J Ship To Complete the fields below to enter your shipping address for this order If you need to make a change select a different address from the available options select from your addresses Shipping address To choose a different address click here b Select from org addresses J x Ship To Complete the fields below to enter your shipping address for this order If you need to make a change select a different address from the
60. nks Emory Express User Manual Lookup Payment Information Account Code Quick Reference List Supplier Promotions Procurement amp Payment Services Forms Emory Express User Manual Version 14 3 Page 8 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 4 Emory Express Home Page The Emory Express screen is comprised of four main sections 1 Banner profile recent transactions bookmarks action items notifications cart review amp checkout 2 Menu home shopping cart document search 3 Dashboard Message Board and News Procurement and Emory Express announcements quick links support information 4 Dashboard Shopping and Forms ordering and check requests eHoey toe gt CEE ET EXPRESS Shop Shopping Dashboard Shopping Home Home Shop a Go to advanced search favorites forms non catalog item quick order Browse suppliers categories contracts Manage Showcases Showcased Suppliers EMO E me es mee nine RESS EMORY CATER TOGO BH Photo and Video Internal Service Prowider Internal Service Provider Internal Service Provider 3 Message Board and News System Notices Showcased Services 4 Shopping and Forms 7 Upcoming Outage Emory Express will be unavailable from Friday July 18th at 6 00PM until Sunday July 20th at 12 00PM to accommodate a SciQuest system upgrade Check Request Contract Review Form Verizon Service Req
61. ocessing Invoices are electronically sent through Emory Express or uploaded into Emory Express through an imaging tool This allows users to view invoice information at any time without handling physical paper For information on how to view your invoices in Emory Express please see pages 58 61 Billing These values apply to all lines unless specified by line item Bill To Billing address Payment Services PO Box 740046 ATLANTA GA 30348 United States 19170637 Ext Price 189 64 USD 136 97 USD Ext Price 30 20 USD 15 40 USD 8 20 USD 108 40 USD 33 80 USD Emory Express User Manual Version 14 3 Page 28 Ss amp Ss EEF amp UNIVERSITY PAYMENT SERVICES xy EMORY PROCUREMENT amp 8 3 Accounting Codes The Account Codes page allows you to edit SmartKey and Account Codes for your items You may update the SmartKey and or Account Codes for all items in your cart or for individual items 8 3 1 SmartKey Account Code Changes for all Items 1 To change the SmartKey or Account Code for all items edit the Accounting Codes at the top of your page Accounting Codes GL Business Unit Smart Key Account Code Department ID Project Activity EMUNV Emory University Required field Required field 0 Required field 2 Ifthe code is in your profile you may Select from profile values Select the down arrow and choose the applicable code Save Accounting Codes Smart Key Account
62. ocuments Document Search Search Documents Document Seanck Showing 1 2 of 2K 4 Search Terms Keyword 697216 staples Results Per Page PO No yw T182050 4 Filtered by Type Purchase Orders Date Range All Dates w T178602 4 remowe all 13 9 Customizing your Export Results You can preset exported fields through custom templates This allows you to only export the data you wish to see and create cleaner reports 1 Select the Orders amp Documents icon Then select Document Search Create and Manage Export Templates Orders amp Documents Approvals Document Search Search Documents View Saved Searches Download Export Files 2 Select Create Template for and choose the Document Search transaction type EMORY EXPRESS Orders amp Documents Document Search Create Export Templates Requisitions 4 My Template Requisitions 0 Purchase Orders Purchase Ordet Invoices Invoices 0 Receipts Receiots 01 Emory Express User Manual Version 14 3 Page 49 UNIVERSITY EMORY PROCUREMENT amp PAYMENT SERVICES codes select Yes To customize imported fields select Let me choose If you are exporting accounting next to Do you want Custom Fields as columns in your data file Choose Custom Fields Line Level to capture line level changes Select additional Export Files if applicable Select the Next button Customize Export Select What Y
63. on the next page Showing 1 2 of 2 Results All Dates Create Quantity Receipt Ret Results Per Page 500 v Sort by Best match X a Page 1of1 PO No Supplier Creation Date Time Requisition No Requisitioner Supplier Status Settlement Status PO Total v 7182050 4 STAPLES BUSINESS ADVANTAGE 4 16 2014 10 26 AM 49391715 Amy Jones Sent Closed 402 96 USD F Fully Invoiced Fully Matched y 7178602 STAPLES BUSINESS ADVANTAGE 4 9 2014 5 39 PM 49284335 Amy Jones Sent amp Closed 407 78 usp C Fully Invoiced Fully Matched Emory Express User Manual Version 14 3 Page 42 UNIVERSITY PAYMENT SERVICES xy EMORY PROCUREMENT amp 13 2 Advanced Search Advanced search allows you to target additional criteria for more specific reporting needs The following fields may be targeted using Advanced Search e Purchase Order Number e Purchase Order Information Participants Dates Amounts Supplier Department originated in e Item Product Information e Contract Information e Requisition Information e Receipt Information e Invoice Information e Workflow Step e Supplier Status e Receipt Invoice or Matching Status e Custom Fields SmartKey Account Codes Department IDs Projects You may enter a single criterion or enter a combination To access Advanced Search select the Orders amp Documents icon from the vertical menu Then select Search Documents Orders amp Documents Document Search A
64. ou Want to Include in Your Export Step 1 of 3 Required 4 Choose the Custo All Which Custom Fields do you want i None Let me choose Do you want Custom Fields as columns in your Data File Which Custom Field L Custom Fields Header Level Export Files do you want E E Which additional Export Files do you want Approval History Form Data m Fields you would like to export If you know the field names you may search for them Select the Next button Customize Export Select your Fields Step 2 of 3 Search System Fields PO ID PO Cr Bil Bil Bil Bil Bil Bil Bil Bil Bil Bil Bil Bil Bil Bil Bil BEGG ngapa An anann aA nAn nnn aa ag Required Buyer First Mame J a O only Show Selected Values Ill Select Al eation Date 3rd Party Address ID Accounting Date Amount UGOM amp UDO mA Austin Tetra Bill To Address 1 ITo Address 2 To Address 3 To Address 4 ITo Address 5 To Address Code To Address Internal Mame To City Ta Contact 1 IToe Contact 2 IToa Contact 3 IToe Contact 4 ITo Contact 5 IToe Country Mo Postal Code ITe State Buyer Phone Buyer username Buyer Email lt Previous Mex Emory Express User Manual Version 14 3 Page 50 EMQO RY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 5 Create a Template Name Then click the Save button Customize Export Name amp Save Step 3 of
65. ple items select the compare link next to the items you wish to relate Then select the Compare Selected button at the top of your search results Results Per Page 200 Sort by Best Match X a Page 1 v of 20 gt GLOVE NITRILE LATEX SZ9 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Hea eight gloves provide 186 05 Usp added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 1UNIT CS 198 O from VWR INTERNATIONAL INC gt Part Number 47747 400 CS deba larger image Manufacturer Info 192085 ANSELL HEALTHCARE add favorite Core List Yes EET SO GLOVE NITRILE LATEX SZ9 PK12 Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves provide 15 50 usp added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile strength Style 1UNIT PK 198 O from VWR INTERNATIONAL INC 1 Add to Cart Part Number 47747 400 PK ee check availability larger image Manufacturer Info 192085 ANSELL HEALTHCARE add favorite compare Core List Yes a Ss amp GLOVE NR LATEX208 SZ10 PK12PR Natural Rubber Latex Cottonflock Lined Extra Heavy Duty Gloves Heavyweight gloves 186 05 Usp provide added protection against chemical and physical hazards due to their increased puncture cut resistance and tensile 1UNIT CS strength Style 1980 from VWR INTERNATIONAL INC g Part Number
66. pprovals View Saved Searches Download Export Files Create and Manage Export Templates Select the advanced search link Search Purchase Orders 7 All Dates X Go Enter search terms such as document numbers suppliers and product information Go to advanced search my requisitions my purchase orders my invoices Emory Express User Manual Version 14 3 Page 43 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES Select a document type to open more filter options Ge to simple search my requisitions my purchase orders my invoices Search All Documents All Documents Requisitions Go Purchase Orders simple search Create Quantity Receipt et Document Information OR ee ee ee oe el A p Enter your search criteria and Go Search Purchase Orders v simple Purchase Order Identification Purchase Order Number s Purchase Order Information Participant s Amy Jones x P Owner pP Prepared By P Approved By P Date Creation Date System v All Dates v Total Amount v Supplier STAPLES BUSINESS ADVANTAGE x P a Results will appear on the next page Showing 1 2 of 2 Results All Dates Results Per Page 500 v Sort by Best match z PO No Supplier Creation Date Time Requisition No Requisitioner Supplier Status Settlement Status JY T182050 STAPLES BUSINESS ADVANTAGE 4 16 2014 10 26 AM 49391715 Amy Jones Sent Closed Fully Invoiced Fully Matched Y 7178602 STAPLES BUSINESS
67. quisition PR Approvals PO Preview Comments Attachments History Summary General Shipping Billing Accounting Codes Internal Hide header General Status Pending Department Approval 1 Submitted 9 25 2014 2 59 PM Cart Name 2014 09 10 student01 01 Description ag n 1 e ma 4 Your requisition is pending in the Active workflow step Select view approvers to see who should approve this requisition Please note only one person per group is required to approve Requisition PR Approvals PO Preview Comments Attachments History Work Step App rs Depa rtment Approval 1 X Approver Group Department ID 113010 Financial Operations Orientation Horizontal x PTP All Values PR Validation Department Approval 1 Department Approval 2 Amy Jones ari ies cee Submitted Notification Sent amp Future approver 01 nobody sciquest com Student 01 v approvers i 9 25 2014 2 59 PM ee approver 02 nobody sciquest com eee Cae im am ee ee eee Emory Express User Manual Version 14 3 Page 35 EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 10 Receive Complete an Order Procurement policy dictates that departments must acknowledge receipt of all orders over 4999 This is done through the Emory Express receiving process The receiving process is an authorization to pay for goods and services received If the goods and or services are still in transit or arrived damaged do not complete this process You may document any extenu
68. ription Catalog No Size 1 Dispenser Safety Goggles Glasses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges 19170637 Mounts to wall free standing 20 95D x 40 64W x 40 64cm H 8 25 x 16x 16 in fy more info Emory Express will notate the line item when the address or delivery option differs from the header It is important to note any symbols on your Checkout screen symbols indicate a line level change Always review the applicable page when the symbol appears to verify the line level change is accurate 1 Dispenser Safety Goggles Glasses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges 19170637 Mounts to wall free standing 20 95D x 40 64W x 40 64cm H 8 25 x 16x 16 in gy more info copy to other lines Delivery Options same as header edit Emory Express User Manual Version 14 3 Page 27 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES To copy this change to another item items select the copy to other lines link Select the additional lines and Copy Product Description 1 Dispenser Safety Goggles Glasses S Curve 12 compartments of size 12 7 x 9 5cm 5 x 3 75 in 0 25 in clear acrylic Flame polished edges Mounts to wall free standing 20 95D x 40 64W x 40 64cm H 8 25 x 16 x 16 in gy more info Shipping address Ship To FISHER SCIENTIFIC COMPANY AC
69. s Add Attachments External Note b Select Files Add Attachments Attachment Type File Link Maximum upload file size 4 88 MB Required Save Changes Close c Locate your file and double click the name vr Fee pes Name MM Desktop TL Uniform Quote Downloads TL New Lab Quote E Recent Places Ti New Lab Quote comparisons TL 50157 162line2 Libraries TL 50157 162linel E Documents TE oo4se11_392 a Music 7 004861 8 a Mite eee d Save Changes For multiple files Select Files and repeat steps c and d Add Attachments Attachment Type File Required File Link Select files Done 100 x a Uniform Quote pdf Maximum upload file size 4 88 MB Close Emory Express User Manual Version 14 3 Page 33 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 3 To remove an External Attachment select the corresponding Remove link To move it to Internal Attachments select the corresponding Remove down arrow and Move to Internal Attachments Remove Y Remove Move to Internal Attachments 8 5 Final Review and Place Order In addition to adding Notes and Attachments the Final Review page is the final step prior to placing your order Verify all fields are correct prior to placing your order Once the order is placed you may not edit it Please remember to note any symbols on your Checkout screen Symbols indicate a line level change Always review the app
70. s allowed per form Shop Everything sl Go to advanced search favorites forms non catalog item quick order B v Showcased Suppliers EMORY CATERING AME i a v Showcased Services Homeland Security Check Req To submit a Check Request 1 Enter the Supplier Name If the supplier is not in the system enter New Supplier and include a copy of the supplier s W9 or W8 BEN and ACH form if applicable Forms are available through a hyperlink on the Check Request Also include a new supplier s email address or fax number in internal notes Please note do not select New Supplier because of the address You may update addresses in the remit to sections on the form Check Request Available Actions Supplier Information ar supplier search 2 Enter the Product Description This may also be the business purpose of the payment Product Description Emory Express User Manual Version 14 3 Page 55 ed EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 3 i In the Quantity field enter 1 In the Price field enter the amount of the payment Quantity 1 Price 75000 Enter the Supplier Invoice If there is no invoice number enter a unique identifier such as your membership identification number Enter the Invoice Date Supplier Inv 123456 OO Invoice Date ho 29 2014 m Select the Remit To Address If it is not listed check Add New Remit to Address and enter it in the New Remit To Addr
71. t amp Previous to help scroll through your results without have to navigate back to the Document Search screen and selecting the next document in line Document Navigator Display PO Summary T182050 PO Reference No Supplier T182050 STAPLES BUSINESS ADVANTAGE General Information T182050 Revision No 1 Shipping Information Billing Payment Ship To Attn Jay Barrett STAPLES BUSINESS ADVANTAGE Department PNANCIAL OPERATIONS EE Building Room Reception Closet Bill To Payment Services PO Box 740046 ATLANTA GA 30348 PO Reference No Supplier Name Emory Express User Manual Version 14 3 Page 45 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 13 6 Saving Searches You can save common search parameters in your Document Search Dashboard When a search is saved it retains all search criteria 1 After running a commonly used search select Save Search Start New Search Edit Search Showing 1 2 of 2 Re Search Terms Results Per Page 50 Keyword PO No 697216 staples z 7182050 Filtered by Type Purchase Orders Y T178602 Date Range All Dates remove all Owner Amy Jones 2 Name the report Select a Personal folder Save Add to Saved Searches Step 1 Edit Saved Document Search Details Document Search Nickname Staples Tree Free Paper Orders Add Description Step 2 Select Destination Folder Ep New Personal My Saved Searches Shared
72. uest Internal Service Provider Homeland Security Check Req Internal Service Provider In order to prevent delays when placing an order for gift cards please include the appropriate supporting documentation when creating your Requisition If the cards will be given as gifts to Emory employees you must complete Gift Reporting in HR Peoplesoft and attach the Payroll approval email If the gift cards will be used in conjunction with a study you must include the IRB number bomair tore Labanan Yerkes Services Emory Uniwersity Marketing Wire Request Copier Form Software Order Form Internal Service Provider If you want to know the status of a Check Request or would like more information about other supplier payments you may lookup that information by clicking here Biosafety Cabinet Certification Lat Cortana Fi a PENA jion Cirta Faan ee Please utilize GE Healthcare Dharmacon formerly named Thermo Fisher Scientific Biosciences for all Dharmacon orders All other supplier contact information will remain the same Punch out Reminders Please remember to Receive purchase orders greater than 4999 If you need alphajeaphics AM aa ANIX E Pi MoteZone S cam assistance with the receiving process vou may refer to the revised Instruction Guide 7 Emory Express User Manual Version 14 3 Page 9 xy EMORY PROCUREMENT amp UNIVERSITY PAYMENT SERVICES 5 Profile The profile contains user information and prefer

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