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HokieMart On-line Training Module Revised 07-29-13 www.procurement.vt.edu.

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Presentation on theme: "HokieMart On-line Training Module Revised 07-29-13 www.procurement.vt.edu."— Presentation transcript:

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2 HokieMart On-line Training Module Revised 07-29-13 www.procurement.vt.edu

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4 Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu

5 Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu

6 VTs electronic business system is known around campus as: www.procurement.vt.edu

7 VTs electronic business system is known around campus as: HokieMart. www.procurement.vt.edu

8 Important: www.procurement.vt.edu

9 Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu

10 Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu

11 Important: You must set up your PID before you can set up your User Profile in HokieMart and attend HokieMart Training Classes www.procurement.vt.edu

12 Important: You must set up your PID before you can set up your User Profile in HokieMart and attend HokieMart Training Classes www.procurement.vt.edu

13 Important: You must set up your PID before you can set up your User Profile in HokieMart and attend HokieMart Training Classes www.procurement.vt.edu

14 If you have your PID – Lets go! Later in the module you can work along with me to set up your user profile. You can view this module again or refer to the referenced Requestor Guide. www.procurement.vt.edu

15 If you have your PID – Lets go! Later in the module you can work along with me to set up your user profile. You can view this module again or refer to the referenced Requestor Guide. www.procurement.vt.edu

16 If you have your PID – Lets go! Later in the module you can work along with me to set up your user profile. You can view this module again or refer to the referenced Requestor Guide. www.procurement.vt.edu

17 provide an overview of the main roles and terms used in the HokieMart system www.procurement.vt.edu

18 provide an overview of the main roles and terms used in the HokieMart system give a quick reference of computer system requirements to run HokieMart on your computer www.procurement.vt.edu

19 provide an overview of the main roles and terms used in the HokieMart system give a quick reference of computer system requirements to run HokieMart on your computer show you how to create (set up) or modify your personal profile www.procurement.vt.edu

20 provide an overview of the main roles and terms used in the HokieMart system give a quick reference of computer system requirements to run HokieMart on your computer show you how to create (set up) or modify your personal profile prepare you to attend the HokieMart Requestor Training session www.procurement.vt.edu

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25 At this point: www.procurement.vt.edu

26 At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. www.procurement.vt.edu

27 At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class. www.procurement.vt.edu

28 At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class. www.procurement.vt.edu

29 At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class. www.procurement.vt.edu

30 The full responsibilities of each user is described in one of three guides: www.procurement.vt.edu

31 The full responsibilities of each user is described in one of three guides: Requestor www.procurement.vt.edu

32 The full responsibilities of each user is described in one of three guides: Requestor Approver www.procurement.vt.edu

33 The full responsibilities of each user is described in one of three guides: Requestor Approver Receiver www.procurement.vt.edu

34 The full guides can be found on-line on the Procurement Departments web-page: www.procurement.vt.edu

35 The full guides can be found on-line on the Procurement Departments web-page: www.procurement.vt.edu. www.procurement.vt.edu

36 The full guides can be found on-line on the Procurement Departments web-page: www.procurement.vt.edu. First we will take a quick view of the Procurement Departments home page www.procurement.vt.edu

37 The full guides can be found on-line on the Procurement Departments web-page: www.procurement.vt.edu. First we will take a quick view of the Procurement Departments home page show you where to locate all the User Guides www.procurement.vt.edu

38 The full guides can be found on-line on the Procurement Departments web-page: www.procurement.vt.edu. First we will take a quick look at the Procurement Departments home page show you where to locate all the User Guides then we will provide a brief explain of the roles. www.procurement.vt.edu

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42 Requestor www.procurement.vt.edu

43 The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a cart www.procurement.vt.edu

44 The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a cart www.procurement.vt.edu

45 The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a cart After placing the items in the shopping cart the Requestor will check out. www.procurement.vt.edu

46 The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a cart After placing the items in the shopping cart the Requestor will check out. www.procurement.vt.edu

47 The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a cart After placing the items in the shopping cart the Requestor will check out. www.procurement.vt.edu

48 The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a cart After placing the items in the shopping cart the Requestor will check out. www.procurement.vt.edu

49 After check-out is complete: www.procurement.vt.edu

50 After check-out is complete: a Purchase Requisition (PR) will be created and www.procurement.vt.edu

51 After check-out is complete: a Purchase Requisition (PR) will be created and will be sent electronically to a designated Approver for fund approval. www.procurement.vt.edu

52 On Behalf Of Requestor www.procurement.vt.edu

53 Some departments also have individuals who are identified as an: www.procurement.vt.edu

54 Some departments also have individuals who are identified as an: On Behalf-of-Requestor www.procurement.vt.edu

55 An On Behalf-of-Requestor is a designated individual who initiates the electronic purchase of goods and services on behalf of the Requestor who is authorized to use the funds. www.procurement.vt.edu

56 An On Behalf-of-Requestor is a designated individual who initiates the electronic purchase of goods and services on behalf of the Requestor who is authorized to use the funds. An On Behalf-of-Requestor may be a graduate student or other administrative person in a department. www.procurement.vt.edu

57 Approver www.procurement.vt.edu

58 The Approver electronically receives the PR for approval through the HokieMart system www.procurement.vt.edu

59 The Approver electronically receives the PR for approval through the HokieMart system An Approver is designated to electronically www.procurement.vt.edu

60 The Approver electronically receives the PR for approval through the HokieMart system An Approver is designated to electronically review and/or edit www.procurement.vt.edu

61 The Approver electronically receives the PR for approval through the HokieMart system An Approver is designated to electronically review and/or edit approve or reject all or part of the purchase requisitions within their assigned delegated purchasing authority. www.procurement.vt.edu

62 Receiver www.procurement.vt.edu

63 A Receiver verifies receipt of goods and or services. www.procurement.vt.edu

64 A Receiver verifies receipt of goods and or services. The Receiver logs-in to HokieMart and electronically receives the goods and or services. www.procurement.vt.edu

65 A Receiver verifies receipt of goods and or services. The Receiver logs-in to HokieMart and electronically receives the goods and or services. A Receiver can receive all or part of the order depending on delivery. www.procurement.vt.edu

66 A Receiver verifies receipt of goods and or services. The Receiver logs-in to HokieMart and electronically receives the goods and or services. A Receiver can receive all or part of the order depending on delivery. The receiving process will be discussed in greater detail in the Receiver class or can be reviewed in the on-line guides. www.procurement.vt.edu

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68 HokieMart is a web-based product and is used in conjunction with the Internet. www.procurement.vt.edu

69 HokieMart is a web-based product and is used in conjunction with the Internet. Effective July 1, 2013 the following browser supports have been added: www.procurement.vt.edu

70 HokieMart is a web-based product and is used in conjunction with the Internet. Effective July 1, 2013 the following browser supports have been added: Foxfire – latest version www.procurement.vt.edu

71 HokieMart is a web-based product and is used in conjunction with the Internet. Effective July 1, 2013 the following browser supports have been added: Foxfire latest version Chrome - latest version www.procurement.vt.edu

72 HokieMart is a web-based product and is used in conjunction with the Internet. Effective July 1, 2013 the following browser supports have been added: Foxfire latest version Chrome - latest version Opera 10 and higher www.procurement.vt.edu

73 HokieMart is a web-based product and is used in conjunction with the Internet. Effective July 1, 2013 the following browser supports have been added: Foxfire latest version Chrome - latest version Opera 10 and higher Internet Explore 7, 8, 9, 10 www.procurement.vt.edu

74 SciQuest Supported and Certified Brower/ Operating System Combinations Effective July 1, 2013

75 www.procurement.vt.edu SciQuest Supported and Certified Brower/ Operating System Combinations Effective July 1, 2013 This information is provided for your reference only. If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech Departmental IT support person.

76 www.procurement.vt.edu SciQuest Supported and Certified Brower/ Operating System Combinations Effective July 1, 2013 This information is provided for your reference only. If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech Departmental IT support person. Your IT personnel should contact HokieMart Help Desk

77 www.procurement.vt.edu SciQuest Supported and Certified Brower/ Operating System Combinations Effective July 1, 2013 This information is provided for your reference only. If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech Departmental IT support person. Your IT personnel should contact HokieMart Help Desk

78 www.procurement.vt.edu SciQuest Supported and Certified Brower/ Operating System Combinations Effective July 1, 2013

79 www.procurement.vt.edu

80 For all features to function fully in SciQuest, www.procurement.vt.edu

81 For all features to function fully in SciQuest, HokieMart users should make SciQuest a trusted site. www.procurement.vt.edu

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85 FROM THE BROWSER MENU BAR ON YOUR COMPUTER www.procurement.vt.edu

86 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools www.procurement.vt.edu

87 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options www.procurement.vt.edu

88 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security www.procurement.vt.edu

89 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security Trusted Sites www.procurement.vt.edu

90 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security Trusted Sites Sites www.procurement.vt.edu

91 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security Trusted Sites Sites You can try that now. www.procurement.vt.edu

92 FROM THE BROWSER MENU BAR ON YOUR COMPUTER: www.procurement.vt.edu

93 FROM THE BROWSER MENU BAR ON YOUR COMPUTER: www.procurement.vt.edu This will bring up the Trusted sites window:

94 FROM THE BROWSER MENU BAR ON YOUR COMPUTER: www.procurement.vt.edu This will bring up the Trusted sites window:

95 Enter https://sciquest.com in the field as shown.https://sciquest.com www.procurement.vt.edu

96 Enter https://sciquest.com in the field as shown.https://sciquest.com www.procurement.vt.edu

97 Click www.procurement.vt.edu Add

98 Click to close the box. www.procurement.vt.edu Close

99 www.procurement.vt.edu Once again this information is provided for your reference only. If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person. Your IT personnel should contact HokieMart Help Desk

100 www.procurement.vt.edu Once again this information is provided for your reference only. If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person.

101 www.procurement.vt.edu Once again this information is provided for your reference only. If you experience any computer related difficulties running HokieMart on your computer, contact your Virginia Tech IT support person. Your IT personnel should contact HokieMart Help Desk

102 www.procurement.vt.edu

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104 Each HokieMart user has a personalized profile which must be created prior to performing functions in HokieMart. www.procurement.vt.edu

105 Each HokieMart user has a personalized profile which must be created prior to performing functions in HokieMart. You need to do this in the following location: www.procurement.vt.edu

106 Each HokieMart user has a personalized profile which must be created prior to performing functions in HokieMart. You need to do this in the following location: www.procurement.vt.edu Production URL where orders are entered

107 Each HokieMart user has a personalized profile which must be created prior to performing functions in HokieMart. You need to do this in the following location: www.procurement.vt.edu Production URL where orders are entered http://www.hokiemart.vt.edu

108 Each HokieMart user has a personalized profile which must be created prior to performing functions in HokieMart. You need to do this in the following location: www.procurement.vt.edu Production URL where orders are entered http://www.hokiemart.vt.edu You can pause and go there now or continue to follow the module.

109 www.procurement.vt.edu

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112 If you have trouble logging in…… Hint: Its the same password that you use to log into to view your e-mail. www.procurement.vt.edu

113 USER PROFILE: Navigation in HokieMart is done by using Tabs. www.procurement.vt.edu

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115 USER PROFILE: Navigation in HokieMart is done by using Tabs. www.procurement.vt.edu

116 USER PROFILE: Navigation in HokieMart is done by using Tabs. Not every tab is pertinent to every user. www.procurement.vt.edu

117 USER PROFILE: Navigation in HokieMart is done by using Tabs. Not every tab is pertinent to every user Tabs that are not pertinent to the Requestor will not be discussed in this module. www.procurement.vt.edu

118 USER PROFILE: The Profile tab allows the user to view and manage personal information. www.procurement.vt.edu

119 TABS UNDER USER PROFILE: User Settings www.procurement.vt.edu

120 TABS UNDER USER PROFILE: User Settings The first tab User Settings is divided into various sub tabs. www.procurement.vt.edu

121 TABS UNDER USER PROFILE: User Settings The first tab User Settings is divided into various sub tabs. www.procurement.vt.edu

122 TABS UNDER USER PROFILE: User Settings The first tab User Settings is divided into various sub tabs. www.procurement.vt.edu

123 TABS UNDER USER PROFILE: User Settings The first tab User Settings is divided into various sub tabs. www.procurement.vt.edu

124 TABS UNDER USER PROFILE: User Settings The first tab User Settings is divided into various sub tabs. www.procurement.vt.edu

125 TABS UNDER USER PROFILE: User Settings The first tab User Settings is divided into various sub tabs. www.procurement.vt.edu

126 USER IDENTIFICATION: www.procurement.vt.edu

127 USER IDENTIFICATION: Is the first sub- tab User Settings www.procurement.vt.edu

128 USER IDENTIFICATION: Is the first sub- tab User Settings www.procurement.vt.edu

129 USER IDENTIFICATION: The sub tab, User Identification, allows users to: www.procurement.vt.edu

130 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name www.procurement.vt.edu

131 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number www.procurement.vt.edu

132 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number e-mail address www.procurement.vt.edu

133 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number e-mail address department and www.procurement.vt.edu

134 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number e-mail address department and user name www.procurement.vt.edu

135 USER IDENTIFICATION: Is the first sub- tab User Settings www.procurement.vt.edu

136 USER IDENTIFICATION: Is the first sub- tab User Settings www.procurement.vt.edu

137 USER IDENTIFICATION: Is the first sub- tab User Settings www.procurement.vt.edu

138 USER IDENTIFICATION: Is the first sub- tab User Settings www.procurement.vt.edu

139 USER IDENTIFICATION: If changes are needed, send an email to: www.procurement.vt.edu

140 USER IDENTIFICATION: If changes are needed, send an email to: Penny Falck at plfalck@vt.edu.plfalck@vt.edu www.procurement.vt.edu

141 ROLES www.procurement.vt.edu

142 ROLES Click on the Roles tab. www.procurement.vt.edu

143 ROLES Roles are assigned to a particular user based on information received from departments www.procurement.vt.edu

144 ROLES Roles are assigned to a particular user based on information received from departments Levels of responsibilities within individual departments and are controlled within the HokieMart application. www.procurement.vt.edu

145 ROLES Users can view their assigned roles. www.procurement.vt.edu

146 ROLES If role (or roles) need to be changed, complete the HokieMart Departmental Functions form found at: www.procurement.vt.edu

147 ROLES www.procurement.vt.edu

148 ROLES If roles need to be changed, complete the HokieMart Departmental Functions form found at: Mail the form to: www.procurement.vt.edu

149 ROLES If roles need to be changed, complete the HokieMart Departmental Functions form found at: Mail the form to: Penny Falck Mail Code: 0312 www.procurement.vt.edu

150 ROLES www.procurement.vt.edu

151 EMAIL PREFERENCES www.procurement.vt.edu Lets go back to the HokieMart Home page Click on the Profile Tab again

152 EMAIL PREFERENCES www.procurement.vt.edu Lets go back to the HokieMart Home page Click on the Profile Tab again profile

153 EMAIL PREFERENCES www.procurement.vt.edu Lets go back to the HokieMart Home page Click on the Profile Tab again profile

154 EMAIL PREFERENCES: Now click on the Email Preferences tab: www.procurement.vt.edu

155 EMAIL PREFERENCES: Now click on the Email Preferences tab: www.procurement.vt.edu

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157 EMAIL PREFERENCES: This will bring up options for you to personalize the email notifications that you can receive from the system. www.procurement.vt.edu

158 EMAIL PREFERENCES: When actions are performed in HokieMart, emails can automatically be generated to notify users of these actions. www.procurement.vt.edu

159 EMAIL PREFERENCES: By placing the cursor over the description, a brief definition will be displayed to assist users in making a decision. www.procurement.vt.edu

160 EMAIL PREFERENCES: We recommend users check the following email notification boxes to increase the level of individual notification. www.procurement.vt.edu

161 EMAIL PREFERENCES: Place check marks in the Override Role boxes. www.procurement.vt.edu

162 EMAIL PREFERENCES: Place check marks in the Override Role boxes. www.procurement.vt.edu

163 EMAIL PREFERENCES: This will activate the Role box. www.procurement.vt.edu

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165 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab www.procurement.vt.edu

166 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab www.procurement.vt.edu

167 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab www.procurement.vt.edu

168 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users www.procurement.vt.edu

169 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

170 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

171 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

172 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

173 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

174 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

175 PURCHASING: CUSTOM FIELDS www.procurement.vt.edu

176 PURCHASING: CUSTOM FIELDS - CODES www.procurement.vt.edu

177 PURCHASING: CUSTOM FIELDS - CODES The Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

178 PURCHASING: CUSTOM FIELDS - CODES The Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

179 PURCHASING: CUSTOM FIELDS - CODES The Codes Tab under Custom Fields Tab provides access to other individual tabs allowing users to store specific data associated with their profile. www.procurement.vt.edu

180 PURCHASING: CUSTOM FIELDS - CODES Lets look briefly at two of the fields required when processing a purchase requisition (PR) Fund and Account. www.procurement.vt.edu

181 PURCHASING: CUSTOM FIELDS - CODES Lets look briefly at two of the fields required when processing a purchase requisition (PR) Fund and Account. www.procurement.vt.edu

182 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. www.procurement.vt.edu Edit

183 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Again the only www.procurement.vt.edu Edit

184 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are www.procurement.vt.edu Edit

185 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and www.procurement.vt.edu Edit

186 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and www.procurement.vt.edu Edit

187 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and Account. www.procurement.vt.edu Edit

188 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and Account. www.procurement.vt.edu Edit

189 Adding Fund information to user profile www.procurement.vt.edu

190 Adding Fund information to user profile As funds are selected by the user, they will appear in a list on the left of the screen. www.procurement.vt.edu

191 Adding Fund information to user profile As funds are selected by the user, they will appear in a list on the left of the screen. If a default fund is selected, it will appear in BOLD type. www.procurement.vt.edu

192 Adding Fund information to user profile: www.procurement.vt.edu

193 Adding Fund information to user profile: Select Edit under the Edit Values column on the far right. www.procurement.vt.edu

194 Adding Fund information to user profile: Select Edit under the Edit Values column on the far right. Follow along to view how: www.procurement.vt.edu

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197 Adding Fund information to user profile: Select Edit under the Edit Values column on the far right. Then click Create New Value. www.procurement.vt.edu

198 Adding Fund information to user profile: Select Edit under the Edit Values column on the far right. Then click Create New Value. www.procurement.vt.edu

199 Enter the name of the department, as identified www.procurement.vt.edu

200 Enter the name of the department, as identified in Banner, in the description field. www.procurement.vt.edu

201 Enter the name of the department, as identified in Banner, in the description field. www.procurement.vt.edu

202 Enter the name of the department, as identified in Banner, in the description field. www.procurement.vt.edu

203 Enter the name of the department, as identified in Banner, in the description field. Click Search. www.procurement.vt.edu

204 Enter the name of the department, as identified in Banner, in the description field. Click Search. www.procurement.vt.edu

205 A list of available funds for the department will appear. Place a check mark in the Select box. Click Add Values. The fund number will be added to your listing.

206 www.procurement.vt.edu Place a check mark in the Select box.

207 www.procurement.vt.edu Place a check mark in the Select box.

208 www.procurement.vt.edu Place a check mark in the Select box.

209 www.procurement.vt.edu Click Add Values. The fund number will be added to your listing. Add Values

210 www.procurement.vt.edu Click Add Values. The fund number will be added to your listing. Add Values

211 Users may edit fund numbers. www.procurement.vt.edu

212 If you wish to make a particular fund the default for all purchases: www.procurement.vt.edu

213 Select the fund number and a box will display to the right. www.procurement.vt.edu

214 Select the fund number and a box will display to the right. Check the Default box. www.procurement.vt.edu

215 Click Save. www.procurement.vt.edu

216 Click Save. www.procurement.vt.edu

217 Users may have only one default. www.procurement.vt.edu

218 Users may have only one default. Users may add additional funds as necessary as long as they have access to use them. www.procurement.vt.edu

219 ADDING ACCOUNT CODES TO YOUR PROFILE www.procurement.vt.edu

220 ADDING ACCOUNT CODES TO YOUR PROFILE www.procurement.vt.edu

221 ADDING ACCOUNT CODES TO YOUR PROFILE As accounts are selected by the user, www.procurement.vt.edu

222 ADDING ACCOUNT CODES TO YOUR PROFILE As accounts are selected by the user, they will appear in a list on the left of the screen. www.procurement.vt.edu

223 ADDING ACCOUNT CODES TO YOUR PROFILE As accounts are selected by the user, they will appear in a list on the left of the screen. www.procurement.vt.edu

224 ADDING ACCOUNT CODES TO YOUR PROFILE It is recommended that www.procurement.vt.edu

225 ADDING ACCOUNT CODES TO YOUR PROFILE It is recommended that default account codes not be created. www.procurement.vt.edu

226 ADDING ACCOUNT CODES TO YOUR PROFILE Users should verify the account code. www.procurement.vt.edu

227 ADDING ACCOUNT CODES TO YOUR PROFILE Users should verify the account code at the time the requisition is being prepared. www.procurement.vt.edu

228 ADDING ADDRESSES TO YOUR PROFILE This information should be populated www.procurement.vt.edu

229 ADDING ADDRESSES TO YOUR PROFILE This information should be populated prior to using HokieMart. www.procurement.vt.edu

230 ADDING ADDRESSES TO YOUR PROFILE This information should be populated prior to using HokieMart. The Ship To addresses in HokieMart. www.procurement.vt.edu

231 ADDING ADDRESSES TO YOUR PROFILE This information should be populated prior to using HokieMart. The Ship To addresses in HokieMart www.procurement.vt.edu

232 ADDING ADDRESSES TO YOUR PROFILE This information should be populated prior to using HokieMart. The Ship To addresses in HokieMart are the current addresses in Banner. www.procurement.vt.edu

233 ADDING ADDRESSES TO YOUR PROFILE This information should be populated prior to using HokieMart. The Ship To addresses in HokieMart are the current addresses in Banner. www.procurement.vt.edu

234 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: www.procurement.vt.edu

235 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and www.procurement.vt.edu

236 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. www.procurement.vt.edu

237 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. The addresses may be viewed by selecting www.procurement.vt.edu

238 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. The addresses may be viewed by selecting Profile tab www.procurement.vt.edu

239 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. The addresses may be viewed by selecting Profile tab Purchasing tab www.procurement.vt.edu

240 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. The addresses may be viewed by selecting Profile tab Purchasing tab Addresses tab www.procurement.vt.edu

241 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. The addresses may be viewed by selecting Profile tab Purchasing tab Addresses tab Ship To tab or www.procurement.vt.edu

242 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and Bill To. The addresses may be viewed by selecting Profile tab Purchasing tab Addresses tab Ship To tab or Bill To tab www.procurement.vt.edu

243 SETTING UP A SHIP TO ADDRESS www.procurement.vt.edu

244 SETTING UP A SHIP TO ADDRESS The Ship To address will be the address users would like the item(s) delivered. www.procurement.vt.edu

245 SETTING UP A "SHIP TO" ADDRESS The Ship To address will be the address users would like the item(s) delivered. For some departments, addresses will vary. www.procurement.vt.edu

246 SETTING UP A "SHIP TO" ADDRESS The Ship To address will be the address users would like the item(s) delivered. For some departments, addresses will vary. For this reason, users have the ability to select multiple Ship To addresses. www.procurement.vt.edu

247 SETTING UP A "SHIP TO" ADDRESS The Ship To address will be the address users would like the item(s) delivered. For some departments, addresses will vary. For this reason, users will have the ability to select multiple Ship To addresses. To create a Ship To address in HokieMart, users are able to search all available addresses. www.procurement.vt.edu

248 SETTING UP A "SHIP TO" ADDRESS Click Select Addresses for Profile www.procurement.vt.edu

249 SETTING UP A "SHIP TO" ADDRESS Click Select Addresses for Profile. Users may find it easier to enter their department name or building name in the Address Text field. www.procurement.vt.edu

250 SETTING UP A "SHIP TO" ADDRESS Click Select Addresses for Profile. Users may find it easier to enter their department name or building name in the Address Text field. www.procurement.vt.edu

251 SETTING UP A "SHIP TO" ADDRESS Click Select Addresses for Profile. Users may find it easier to enter their department name or building name in the Address Text field. www.procurement.vt.edu

252 SETTING UP A "SHIP TO" ADDRESS Click Select Addresses for Profile. Users may find it easier to enter their department name or building name in the Address Text field. The text field is not case sensitive. www.procurement.vt.edu

253 SETTING UP A "SHIP TO" ADDRESS Select www.procurement.vt.edu Search

254 SETTING UP A "SHIP TO" ADDRESS Select www.procurement.vt.edu Search

255 SETTING UP A "SHIP TO" ADDRESS The address information will then be displayed. www.procurement.vt.edu

256 SETTING UP A "SHIP TO" ADDRESS The address information will then be displayed. www.procurement.vt.edu

257 SETTING UP A "SHIP TO" ADDRESS Depending on information entered, the listing may be long. www.procurement.vt.edu

258 SETTING UP A "SHIP TO" ADDRESS To add this address to your Profile www.procurement.vt.edu

259 SETTING UP A "SHIP TO" ADDRESS Place the cursor in the radio button and click. www.procurement.vt.edu

260 SETTING UP A "SHIP TO" ADDRESS Place the cursor in the radio button and click. www.procurement.vt.edu

261 SETTING UP A "SHIP TO" ADDRESS Place the cursor in the radio button and click. www.procurement.vt.edu

262 SETTING UP A "SHIP TO" ADDRESS The address will be displayed. www.procurement.vt.edu

263 SETTING UP A "SHIP TO" ADDRESS Type users name in Contact name field. www.procurement.vt.edu

264 SETTING UP A "SHIP TO" ADDRESS Type users name in Contact name field. www.procurement.vt.edu

265 SETTING UP A "SHIP TO" ADDRESS Click www.procurement.vt.edu Save

266 SETTING UP A "SHIP TO" ADDRESS Click www.procurement.vt.edu Save

267 SETTING UP A "SHIP TO" ADDRESS www.procurement.vt.edu

268 SETTING UP A "SHIP TO" ADDRESS If only one address is needed, it will appear as the default. www.procurement.vt.edu

269 SETTING UP A "SHIP TO" ADDRESS If only one address is needed, it will appear as the default. If additional addresses are necessary, users have the ability to select a particular address as their default. www.procurement.vt.edu

270 SETTING UP A "SHIP TO" ADDRESS If only one address is needed, it will appear as the default. If additional addresses are necessary, users have the ability to select a particular address as their default. Users have the ability to select multiple Ship To addresses based on their needs and the needs of their department. www.procurement.vt.edu

271 SETTING UP A "SHIP TO" ADDRESS To select additional addresses: www.procurement.vt.edu

272 SETTING UP A "SHIP TO" ADDRESS To select additional addresses: Click Select Addresses for Profile. www.procurement.vt.edu

273 SETTING UP A "SHIP TO" ADDRESS To select additional addresses: Click Select Addresses for Profile. www.procurement.vt.edu

274 SETTING UP A "SHIP TO" ADDRESS To select additional addresses: Click Select Addresses for Profile. Follow the same steps for adding address information that we just learned. www.procurement.vt.edu

275 SETTING UP A "SHIP TO" ADDRESS The query box will display. The steps are the same as outlined above. www.procurement.vt.edu

276 SETTING UP A "SHIP TO" ADDRESS User has now added multiple addresses in the Ship To section. www.procurement.vt.edu

277 SETTING UP A "SHIP TO" ADDRESS This address will appear as an option in the drop-down menu of the Ship To address. www.procurement.vt.edu

278 SETTING UP A "SHIP TO" ADDRESS When adding multiple addresses, if users select a default address, it will be in BOLD type. www.procurement.vt.edu

279 SETTING UP A "SHIP TO" ADDRESS When adding multiple addresses, if users select a default address, it will be in BOLD type. www.procurement.vt.edu

280 ABOUT ADDRESSES: www.procurement.vt.edu

281 ABOUT ADDRESSES: We encourage users to verify all address information. www.procurement.vt.edu

282 ABOUT ADDRESSES: We encourage users to verify all address information. If changes need to be made, a form is provided by the Procurement Department for these changes. www.procurement.vt.edu

283 ABOUT ADDRESSES: www.procurement.vt.edu

284 ABOUT ADDRESSES: We encourage users to verify all address information. If changes need to be made, a form is provided by the Procurement Department for these changes. We suggest that the Nick Name option not be used. www.procurement.vt.edu

285 BILL TO: www.procurement.vt.edu

286 BILL TO: With central invoicing required in HokieMart, invoices will be received only by the Controllers Office. www.procurement.vt.edu

287 BILL TO: With central invoicing required in HokieMart, most invoices will be received by the Controllers Office. www.procurement.vt.edu

288 BILL TO: With central invoicing required in HokieMart, invoices will be received only by the Controllers Office. The Bill To address may be added by selecting: www.procurement.vt.edu

289 BILL TO: With central invoicing required in HokieMart, invoices will be received only by the Controllers Office. Departments should not receive an invoice. The Bill To address may be added by selecting: Profile tab www.procurement.vt.edu

290 BILL TO: With central invoicing required in HokieMart, invoices will be received only by the Controllers Office. Departments should not receive an invoice. The Bill To address may be added by selecting: Profile tab Purchasing tab www.procurement.vt.edu

291 BILL TO: With central invoicing required in HokieMart, invoices will be received only by the Controllers Office. Departments should not receive an invoice. The Bill To address may be added by selecting: Profile tab Purchasing tab Addresses tab www.procurement.vt.edu

292 BILL TO: With central invoicing required in HokieMart, invoices will be received only by the Controllers Office. Departments should not receive an invoice. The Bill To address may be added by selecting: Profile tab Purchasing tab Addresses tab Bill To tab www.procurement.vt.edu

293 TO CREATE A BILL TO ADDRESS IN HOKIEMART www.procurement.vt.edu

294 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click Select Addresses for Profile. www.procurement.vt.edu

295 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click Select Addresses for Profile. www.procurement.vt.edu

296 TO CREATE A BILL TO ADDRESS IN HOKIEMART From the drop-down list, select Accounts Payable www.procurement.vt.edu

297 TO CREATE A BILL TO ADDRESS IN HOKIEMART From the drop-down list, select Accounts Payable Note: This is the only option www.procurement.vt.edu

298 TO CREATE A BILL TO ADDRESS IN HOKIEMART Accounts Payable is the only address which can be chosen and will always be the default. www.procurement.vt.edu

299 TO CREATE A BILL TO ADDRESS IN HOKIEMART Accounts Payable is the only address which can be chosen and will always be the default. www.procurement.vt.edu

300 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click www.procurement.vt.edu Save

301 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click www.procurement.vt.edu Save

302 www.procurement.vt.edu

303 If you havent worked along with me during the www.procurement.vt.edu

304 If you havent worked along with me during the this module to set up your user profile www.procurement.vt.edu

305 If you havent worked along with me during the this module to set up your user profile be sure to take time and set it up now. www.procurement.vt.edu

306 If you have any questions please email the HokieMart Help desk www.procurement.vt.edu

307 If you have any questions please email the HokieMart Help desk HokieMart@vt.edu www.procurement.vt.edu

308 If you have any questions please email the HokieMart Help desk We will be glad to assist you. www.procurement.vt.edu

309 If you have any questions please email the HokieMart Help desk We will be glad to assist you. Thanks and see you in class. www.procurement.vt.edu


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