Clemson buyway$ Requisitioner Training

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1 Clemson buyway$ Logon Enter your Clemson Userid and Password Review carts assigned to you by clicking the Draft Carts folder or by clicking on the Carts Tab along the top row of tabbed items.

2 This view displays the Carts assigned to you, the date created, cart description and total $ amount of the cart. Clicking on the Shopping Cart Name will open the cart. Clicking on the cart icon next to the cart, makes that cart your Active Cart simply means that the Active Cart is the one that products would be added to if you were shopping and adding products to the Active Cart Cart Facts: Carts are place holders for products to be purchased Carts are Draft Requisitions Carts are only visible to the creator and the assignee Edit Cart View The requisitioner can add products and/or delete items if necessary Missing Information is displayed this just means that the shopper does not have default information set in their profile or that the chartfield information was not entered by the shopper. Most shoppers will not know the chartfield information required for their purchases. Missing information required before placing the order.

3 Requisition Tabs & Sub Tabs PR Approvals displays the workflow required by buyways for the purchase PO Preview displays an example of the what the PO will look like History records all of the activity on the Cart/Requisition from adding products to final workflow step Summary is the header of the draft requisition. Shipping details the Ship To information (modifications can be made here on the summary tab) Billing details the Bill To information (modifications can be made here on the summary tab) Accounting Codes details the accounting/chartfield information by line item (modifications made on this tab will override the header defaults) Supplier Info details the supplier data on the draft requisition (no modifications are necessary on this tab) Taxes/S &H details the tax, shipping and handling amounts by line item (modifications on tax rates must be made here on this tab) General / Shipping / Billing Edit as necessary, however, the shopper should have this information correct. Accounting Codes This section is the header level of the Requisition click edit to enter the correct chartfield for this purchase. Splits at the header level are only by percent of quantity and price. The chartfield entered here will be applied to the entire Requisition. Modifications can be made at the line level by clicking the Accounting Codes tab at the top of the Requisition. Accounting Codes are required before the order can be placed. Internal Notes and Attachments Enter information that is relative to the purchase. Electronic documents can be attached. R&D Approval, specifications, s, word, excel, etc. Items attached or notes entered here can be reviewed by all buyways users. External Note and Attachments Enter information here that is relative to the purchase that is necessary or required to be sent to the supplier. Any notes or attachments will be sent to the supplier when the order is sent. (NOTE: attachments should not be sent to CXML suppliers, i.e., Office Max)

4 Supplier / Line Item Details Edits on the line are necessary when: the item is not taxable if the item is a capital expense if the item qualifies for R&D if the item is a DPV exemption if quantities need to be changed View when EDIT is selected on the line item Modifications can be made here. Click Save after modifications are made Requistion / Accounting Codes Use this tab when chartfield changes need to be made at the line level

5 Make the necessary chartfield splits and split by amount or percent as necessary. Save the modifications. Changes here will override the header level information. Edit this section when Sales tax is other that 7% Use Tax is applicable Shipping amounts are known Handling amounts are known Use this Edit to apply the tax overrides, shipping and handling for multiple lines. After Review and Modifications are made, click the Place Order box to submit the Requisition into the buyways Workflow. buyways will assign the Draft Requisition a valid Requisition Number.

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