Requisitions - Shopping Cart
On the Shopping Cart page, you can add, update, or remove shopping cart items, and when ready you can checkout your items. The selected catalogue name and vendor name display at the top of the page (vendor name will be a hyperlink to the vendor website, if the URL has been configured to display in Catalogue Maintenance).
Note that you may also choose to leave the Shopping Cart page and go directly to a different Shopping Cart or Wish List.
To navigate directly to a different Shopping Cart you can select the shopping cart from the dropdown located at the top right of the page
To navigate directly to a Wish List you can select the wish list from the dropdown located at the top right of the page
Add Non-Catalogue Item - You can add additional non-catalogue items to the shopping cart by clicking the Add Non-Catalogue Item button. A popup will open where you can fill in the item details, and once complete, click Save and the cart will be updated
Add Catalogue Item - You can add additional catalogue items to the shopping cart by clicking the Add Catalogue Item button. Once clicked you will be re-directed to the Browse Catalogue page where you can select additional items to add to the shopping cart. Once you have added the desired items to the Cart, simply click on the shopping Cart icon to return to the Shopping Cart page where the additional item(s) will be displayed.
Mass Update GL Account - rather than updating the GL for each line item in the cart, you could update all at one time by entering the GL account in the mass update field.
If the GL is known, type it directly into the Mass Update GL Account text box and then click Go
if no GL’s have been previously entered then when you click Go all lines items will be updated with the GL and a success message will be displayed
if one or more lines already has a GL entered then when you click Go the following popup will display providing you with a choice to either Add the GL account to all lines, or Replace all existing GL accounts
If the GL is not know then click the search icon (magnifying glass) to the right of the text field and the GL search popup will open. Enter your search criteria and then select the desired GL by clicking on the GL hyperlink. Once selected the popup will close and the selected GL will display in the text field. Glick Go to mass update the GL.
Catalogue Items
The list of the cart catalogue items is displayed in the grid table, with basic information about the item, including, the Title, Stock ID and Description. To access additional information about the item, click on the items title (hyperlink) which opens the Item Detail popup. Note that the details that display are dependent on the catalogue type (LRS or Other as defined in Catalogue Maintenance)
Item Detail popup
Item details can be printed as needed, and once you are done viewing the item details click the Close button to return to the Shopping Cart page.
Working with a Line Item
To Edit a requisition line item click the edit pencil icon for that item and the Edit Requisition Line Item popup will open where you can make changes.
Enter/Update the following information:
Quantity
GL Account (one or more as required)
optionally, if more than one GL is selected you can split the transaction by number of items or you can split by a percentage of the total dollar amount
to remove a GL line, click the minus sign at the end of the corresponding row
If you do not know the GL account number to directly type it in, you can use the GL search by clicking the search icon (magnifying glass) to the right of the text field.
Comments - enter comments that you would like the buyer to see while in Buyer Processing on the purchase order
Internal Notes - enter any additional internal notes for the requisition
Once all information is entered click Save to return to the Shopping Cart where the new line item will display. Continuing adding more line items to the requisition as needed.
Or, Click Cancel to return to the Shopping Cart page, the line item will not be added.
When Comments for Buyer Processing, or Internal Notes are entered on the Edit Requisition Line Item popup, you can quickly view those comments on the Shopping Cart page by hovering your mouse over the appropriate icon.
To Remove an item from the Shopping Cart select the delete icon (trash can) for that item. A confirmation message will be displayed. Click Yes, to remove the item, or click Cancel to disregard and return to the Shopping Cart.
To delete an entire cart, click the Delete Cart button located at the bottom right of the page. A confirmation message will be displayed. Click Yes, to delete the cart, or click Cancel to disregard and return to the Shopping Cart page.
To proceed with the creation of the requisition click the Checkout button located at the bottom right of the page and the Shipping Details page will display.
Fill in the following fields:
Required Date - defaults to ‘today’s’ date - update as appropriate
Select the Shipping Location, and the additional information (as defined in your location database) will automatically populate in the remaining fields. Note that all remaining fields are editable and can be modified before submitting the order.
Ship To
Contact/Phone
Address 1
Address 2
City
Country
Province
Postal Code
If you would like to return to the Shopping Cart page without submitting the order, click the Cancel button, or if you are ready to proceed click the Submit Order button to submit the requisition for further approval and processing. A confirmation message will display indicating that the requisition was successfully submitted as well as the new requisition number. Click OK on the confirmation message to return to the Create Requisition page.
