JOB AID FOR EMARKET REQUESTERS THIS JOB AID IS FOR THOSE INDIVIDUALS THAT HAVE THE FSU_PO_REQUESTER ROLE IN OMNI ONLY.

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1 JOB AID FOR EMARKET REQUESTERS THIS JOB AID IS FOR THOSE INDIVIDUALS THAT HAVE THE FSU_PO_REQUESTER ROLE IN OMNI ONLY. IF YOU DO NOT CREATE REQUISITIONS IN OMNI, THEN YOU WILL USE THE JOB AID TITLED EMARKET SHOPPER AND ASSIGNING CARTS. SPECIAL NOTE: REQUESTERS SHOULD NOT ENTER THE EMARKET USING THE OMNI EMARKET PORTAL. ALWAYS ENTER THE EMARKET THROUGH FINANCIALS OR YOUR SHOPPERS WILL NOT BE ABLE TO ASSIGN CARTS TO YOU. ONLY ENTER AS SHOWN BELOW! TO CREATE REQUISITION AND SHOP AT THE SAME TIME Log in using your User ID and Password to the OMNI Portal, then go to the Financials portal. Link: Financials>eProcurement>Create Requisition

2 The requisition template will open up and you need to enter the Vendor ID for the Vendor To Be Determined, which is , the Ship To code that applies to this order, the Due Date (defaults to two weeks if left blank), a name in the Attention To field if necessary, and the Dept ID, Fund, Project (if applicable) that this order is to be charged against. Then hit Continue to move to Step #2.

3 Click on the Web tab Click on the EMarket Punchout link to get to EMarket.

4 Once you have gotten into the EMarket site, you can shop using either the Hosted catalogs or the punchout catalogs. The process is a little different for each type of catalog search. The first example is how to shop for items in a Hosted catalog. There are several choices to use to search for an item. Demonstrated below is a simple word search. To search in a hosted catalog you can either enter a word directly in the blank above or click on the advanced search link to open up for a more detailed or filtered search.

5 This search resulted in 256 items that contain syringe in the description. To the left you can see which suppliers have the items the make up the results. You can filter the search further down by clicking on the specific supplier or by the other choices shown. The above view shows the filter using a vendor. You are now only seeing Fisher Scientific syringes. Click on show all to remove this filter if needed. Since there are so many results, you can click the blue arrow in the Sort by box and choose how to list the items. The Price sorts will only work if the results are less than 200, so you may need to filter further, then sort by price. You can refine the search further or select an item and enter a quantity. Note that when you enter the quantity and click on Add to Cart, you see the message that the items are added..

6 When you are done selecting items for your cart, go to the top right of the screen and click on the cart. The cart will look like the picture below. Click Save. To submit the cart back to OMNI, click Submit Cart to OMNI.

7 Click on the Review and Submit to get the lines to show up and then click Save and Submit.

8 TO CREATE REQUISITION AND SHOP AT THE SAME TIME USING A PUNCHOUT CATALOG Do Steps as described above to create a requisition and then punchout to the EMarket site. This example shows how to shop for items in a Punchout catalog. To find a punchout catalog, simply scroll down on the page and click on the icon for the vendor from which you need to order under the section labeled Punch-out. All the suppliers you see below the word Punch-out are the catalogs that will take you to the vendors sites. Then you search, click on items, and add items to the cart using the specific prompts in the site specific.

9 This example is the OfficeMax web site. To search for items within this site, click on the Create New Office Product Order link in the menu.

10 Now you can search for items using the search criteria in Advanced Search or simply add product codes and quantities to the Order by Product Code tab (if you know the OfficeMax item numbers, this is the way to go!) Keep filtering the search until you find the items needed. Enter the quantity and then follow the prompts to check out. In this case, you click the Add to Cart button to add items. Each vendor site may be different.

11 Once you have made a cart, you can then checkout and submit the cart to the EMarket, to be pulled into OMNI. Then you continue with the same process as submitting the requisition as used for the Hosted catalog order.

12 TO CREATE REQUISITION USING A CART ASSIGNED TO YOU BY A SHOPPER Step #1: When you are notified via an that one of your shoppers has assigned a cart in EMarket to you, log into OMNI and go to: Financials>eProcurement>Create Requisition

13 The requisition template will open up and you need to enter the Vendor ID for the Vendor To Be Determined, which is , the Ship To code that applies to this order, the Due Date (defaults to two weeks if left blank), a name in the Attention To field if necessary, and the Dept ID, Fund, Project (if applicable) that this order is to be charged against. Then hit Continue to move to Step #2. Note: The EMarket Shopper that assigned you the cart is responsible to tell you what Dept ID, Fund, Project to use for each requisition.

14 Click on the Web tab Click on the EMarket Punchout link to get to EMarket.

15 Once you are in the EMarket, you can click on View Approvals to find the cart assigned. When you click, you will see any carts that are assigned to you by your shoppers. Click on this link to see the carts that are assigned to you. Look for the cart that is mentioned in the and click on the Shopping Cart Name to pull this cart up in your EMarket.

16 Once pulled up, you can name the cart if your Shopper did not already do so. Be sure to hit the Save icon to save that name. Then click Submit Cart to OMNI to get back into OMNI and finish the requisition.

17 When you click on the Submit Cart to OMNI link, you will go back to the page shown below. Just click on the Review and Submit to finish the requisition. When your items are listed, you can verify that the vendor name, quantities, and prices all came over in the requisition. If for any reason, TBD or To Be Determined is still showing under the Vendor Name area instead of the vendor you wanted, click on one of the item description links, which will take you back out to the EMarket site. Then click the submit cart to OMNI link again to refresh the information. Once you are ready to submit the requisition, click on the Save and Submit button. You will get a confirmation that your requisition is in pending status as with any requisition.

18 TO CHANGE A CATEGORY CODE FROM EXPENSE TO OCO ON AN EQUIPMENT ITEM. Go through steps to create the requisition and bring back an item into OMNI to submit. If you see that an item is OCO (costs >=$1000 with life expectancy of one year or more), you must change the category code to OCO in OMNI when the cart is brought back. To do this, click on the details icon to the right of the price for that particular item. You will see the category that came over from the catalog on this page. Make note or copy this number to find a corresponding OCO category. Then hit cancel to get back to the previous page.

19 Type in the entire category code that you copied or wrote down from the previous page and hit search. If you cannot find the exact item with an OCO code to match, then remove the last two digits from the code. Another option is to click on the magnifying glass next to the category field, and in the description field, put contains in the box to the left, then OCO in the field at the right. This will pull up every category code that is OCO in OMNI. Select the closest code to the one you are trying to match, then hit Apply. Select the Matching Distribution Lines option to make the change effective on only the line being changed and click OK. When you save the requisition, you will see the change.

20 Now you can Save and Submit to send the requisition to your approver.