CSU Marketplace Shopper Training

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CSU Marketplace Shopper Training
Ken Katona Training Organizational Development
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CSU Marketplace Powered by Application Service
Provider Sciquest Brings together CSUs vendors
and customers in one place
AFE

• Hosted Catalogs
• Local
• CSU Pricing

• Punchout Vendor
• Link to vendor
• Site shopping cart
• CSU Pricing
• Round-trip

• AFE

• Purchase Req
• Vendor needs PO

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Current Customers of SciQuest
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Accessing the CSU Marketplace
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CSU Marketplace
Payment
Supplier
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CSU Marketplace Integration

• Acct and Title
• Subcode
• Security Data
• Dept
• Approval Data
• Vendor Name/Address
• Check /Date non-GE Payments

To Marketplace nightly
To FRS Nightly

• PO Encumbrance Data
• Invoicing from GE Payment
• Special Forms (AFE, Hospitality)
• Invoicing for non-GE data

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Bids
Contracts
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Policy Animal Procurement
Researcher
Approver
Approver CSU Veterinarian
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CSU Marketplace Homepage
Tab Options
Sub-Tab Options
Purchasing Msg
Quick and Easy shopping options
Search Hosted Catalogs
View of Activity
Go directly to vendor websites With CSU pricing
Help and Learning Resources
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Order Basics

• Finding Items
• Hosted
• Punchout
• Keywords
• Supplier
• Category
• Key Data
• Quick Order
• Favorites

Quantity

• Account Codes
• Account
• Subcode
• Split Funding

External Vendor Notes
Internal CSU Notes
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General Flow
Incomplete Information

• Finding Items
• Hosted
• Punchout
• Non-catalog

Approvals

• Complete Information
• Accounting
• Ship to
• Deliver to

• Sent to Supplier
• Their choice on method
• Electronically
• Fax / Hardcopy

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Approval Flow

• Submit to Approval Process
• CSU Approval Matrix
• Electronically
• Single Sequence

Order
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Approval Flow
Approver
To originator
Assign to myself
My Approvals Folder
User Preference

• Approvers Options
• Edit (account, subcode...)
• Approve All
• Reject All or Lines (add note)
• Forward to another approver

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Finding items for your shopping cart

• Hosted Catalogs are different from Punchout
  Catalogs
• By Product via keywords
• By Supplier
• By Category
• By knowing key data
• Quick Order
• Using Favorites

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Finding Items
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Punchout Vendors

• Only searched when you go to the site
• Each site has their unique characteristics
• You can use them in Favorites

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Punchout Flow

• Normal CSU Processing
• More shopping
• Accounts
• Attachments
• Notes
• Approvals

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Tracking Your Orders

• Finding Orders
• My Purchase Orders
• My Requisitions
• History tab

• View
• History
• Approvals

• Modifications
• Withdraw lines
• Withdraw entire Requisition
• Cancel Order

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Order Effectively
Comparison Shopping

• Manage Shopping Carts
• Add
• Copy
• Delete

• Add/Delete
• Order from
• Use sub-folders

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Order Effectively - Email
Email Preferences
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Order Effectively - Addresses
Selection Tabs
Press Search
Select an Address
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Order Effectively Accounting Data
Selection Tabs
Click on Edit Tab
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Order Effectively Accounting Data
Selection Criteria
Click on Tab
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Order Effectively Accounting Data
Select one and Click on Add Values Tab
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Order Effectively Accounting Data
Account added. Note the bold one is the default.
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AFE Authorization for Expenditure

• Payment to vendor or employee
• Not a purchase order
• Used for non-ACARD Vendors
• 5,000 limit for Goods/Services
• Do not try and circumvent the limit
• Reimbursements to individual limited to 1,000
• New CSU Supplier usage

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AFE Flow
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Resources
Jan 14 Mar 15

• Area Selected
• Schedule agreement
• 90 Days to go LIVE

Online Training - http//www.training.colostate.ed
u/bus_apps/busapps_index.htm
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Exercises

• Training Website http//www.training.colostate.ed
  u/bus_apps/busapps_index.htm
• Test Application https//usertest.sciquest.com/o
  rg/Colostate
• User SUSERnn Password
  SUSERnnwhere nn is 1 to 50. MUST be in caps.
• Test environment is periodically cleansed.
• Exercises
• Profile Shipping and Accounting defaults
• Basic Order
• Favorites
• Finding your documents
• Delete Folder
• Check Order Request (AFE)