Presentation is loading. Please wait.

Presentation is loading. Please wait.

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

Similar presentations


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

1

2 HokieMart On-line Training Module Revised

3

4 Getting Started in HokieMart: Setting Up Your User Profile Version 1.1

5 Getting Started in HokieMart: Setting Up Your User Profile Version 1.1

6 VTs electronic business system is known around campus as:

7 VTs electronic business system is known around campus as: HokieMart.

8 Important:

9 Important: Please note if you do not have a Virginia Tech PID

10 Important: Please note if you do not have a Virginia Tech PID

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

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

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

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.

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.

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.

17 provide an overview of the main roles and terms used in the HokieMart system

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

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

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

21

22

23

24

25 At this point:

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

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.

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.

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.

30 The full responsibilities of each user is described in one of three guides:

31 The full responsibilities of each user is described in one of three guides: Requestor

32 The full responsibilities of each user is described in one of three guides: Requestor Approver

33 The full responsibilities of each user is described in one of three guides: Requestor Approver Receiver

34 The full guides can be found on-line on the Procurement Departments web-page:

35 The full guides can be found on-line on the Procurement Departments web-page:

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

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

38 The full guides can be found on-line on the Procurement Departments web-page: 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.

39

40

41

42 Requestor

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

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

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.

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.

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.

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.

49 After check-out is complete:

50 After check-out is complete: a Purchase Requisition (PR) will be created and

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.

52 On Behalf Of Requestor

53 Some departments also have individuals who are identified as an:

54 Some departments also have individuals who are identified as an: On Behalf-of-Requestor

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.

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.

57 Approver

58 The Approver electronically receives the PR for approval through the HokieMart system

59 The Approver electronically receives the PR for approval through the HokieMart system An Approver is designated to electronically

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

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.

62 Receiver

63 A Receiver verifies receipt of goods and or services.

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

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.

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.

67

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

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:

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

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

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

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

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

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

79

80 For all features to function fully in SciQuest,

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

82

83

84

85 FROM THE BROWSER MENU BAR ON YOUR COMPUTER

86 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools

87 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options

88 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security

89 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security Trusted Sites

90 FROM THE BROWSER MENU BAR ON YOUR COMPUTER Select Tools Internet Options Security Trusted Sites Sites

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

92 FROM THE BROWSER MENU BAR ON YOUR COMPUTER:

93 FROM THE BROWSER MENU BAR ON YOUR COMPUTER: This will bring up the Trusted sites window:

94 FROM THE BROWSER MENU BAR ON YOUR COMPUTER: This will bring up the Trusted sites window:

95 Enter https://sciquest.com in the field as shown.https://sciquest.com

96 Enter https://sciquest.com in the field as shown.https://sciquest.com

97 Click Add

98 Click to close the box. Close

99 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 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 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

103

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

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:

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: 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: Production URL where orders are entered

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: Production URL where orders are entered You can pause and go there now or continue to follow the module.

109

110

111

112 If you have trouble logging in…… Hint: Its the same password that you use to log into to view your .

113 USER PROFILE: Navigation in HokieMart is done by using Tabs.

114

115 USER PROFILE: Navigation in HokieMart is done by using Tabs.

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

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.

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

119 TABS UNDER USER PROFILE: User Settings

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

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

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

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

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

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

126 USER IDENTIFICATION:

127 USER IDENTIFICATION: Is the first sub- tab User Settings

128 USER IDENTIFICATION: Is the first sub- tab User Settings

129 USER IDENTIFICATION: The sub tab, User Identification, allows users to:

130 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name

131 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number

132 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number address

133 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number address department and

134 USER IDENTIFICATION: The sub tab, User Identification, allows users to: view their name phone number address department and user name

135 USER IDENTIFICATION: Is the first sub- tab User Settings

136 USER IDENTIFICATION: Is the first sub- tab User Settings

137 USER IDENTIFICATION: Is the first sub- tab User Settings

138 USER IDENTIFICATION: Is the first sub- tab User Settings

139 USER IDENTIFICATION: If changes are needed, send an to:

140 USER IDENTIFICATION: If changes are needed, send an to: Penny Falck at

141 ROLES

142 ROLES Click on the Roles tab.

143 ROLES Roles are assigned to a particular user based on information received from departments

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.

145 ROLES Users can view their assigned roles.

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

147 ROLES

148 ROLES If roles need to be changed, complete the HokieMart Departmental Functions form found at: Mail the form to:

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

150 ROLES

151 PREFERENCES Lets go back to the HokieMart Home page Click on the Profile Tab again

152 PREFERENCES Lets go back to the HokieMart Home page Click on the Profile Tab again profile

153 PREFERENCES Lets go back to the HokieMart Home page Click on the Profile Tab again profile

154 PREFERENCES: Now click on the Preferences tab:

155 PREFERENCES: Now click on the Preferences tab:

156

157 PREFERENCES: This will bring up options for you to personalize the notifications that you can receive from the system.

158 PREFERENCES: When actions are performed in HokieMart, s can automatically be generated to notify users of these actions.

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

160 PREFERENCES: We recommend users check the following notification boxes to increase the level of individual notification.

161 PREFERENCES: Place check marks in the Override Role boxes.

162 PREFERENCES: Place check marks in the Override Role boxes.

163 PREFERENCES: This will activate the Role box.

164

165 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab

166 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab

167 PURCHASING: CUSTOM FIELDS The Custom Fields sub tab under the Purchasing tab

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

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.

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.

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.

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.

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.

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.

175 PURCHASING: CUSTOM FIELDS

176 PURCHASING: CUSTOM FIELDS - CODES

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.

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.

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.

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

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

182 PURCHASING: CUSTOM FIELDS - CODES For each field Edit is available. Edit

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

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

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

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

189 Adding Fund information to user profile

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.

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.

192 Adding Fund information to user profile:

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

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

195

196

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

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

199 Enter the name of the department, as identified

200 Enter the name of the department, as identified in Banner, in the description field.

201 Enter the name of the department, as identified in Banner, in the description field.

202 Enter the name of the department, as identified in Banner, in the description field.

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

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

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 Place a check mark in the Select box.

207 Place a check mark in the Select box.

208 Place a check mark in the Select box.

209 Click Add Values. The fund number will be added to your listing. Add Values

210 Click Add Values. The fund number will be added to your listing. Add Values

211 Users may edit fund numbers.

212 If you wish to make a particular fund the default for all purchases:

213 Select the fund number and a box will display to the right.

214 Select the fund number and a box will display to the right. Check the Default box.

215 Click Save.

216 Click Save.

217 Users may have only one default.

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

219 ADDING ACCOUNT CODES TO YOUR PROFILE

220 ADDING ACCOUNT CODES TO YOUR PROFILE

221 ADDING ACCOUNT CODES TO YOUR PROFILE As accounts are selected by the user,

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.

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.

224 ADDING ACCOUNT CODES TO YOUR PROFILE It is recommended that

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

226 ADDING ACCOUNT CODES TO YOUR PROFILE Users should verify the account code.

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

228 ADDING ADDRESSES TO YOUR PROFILE This information should be populated

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

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

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

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.

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.

234 ADDING ADDRESSES TO YOUR PROFILE The addresses available are:

235 ADDING ADDRESSES TO YOUR PROFILE The addresses available are: Ship To and

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

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

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

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

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

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

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

243 SETTING UP A SHIP TO ADDRESS

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

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.

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.

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.

248 SETTING UP A "SHIP TO" ADDRESS Click Select Addresses for Profile

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.

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.

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.

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.

253 SETTING UP A "SHIP TO" ADDRESS Select Search

254 SETTING UP A "SHIP TO" ADDRESS Select Search

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

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

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

258 SETTING UP A "SHIP TO" ADDRESS To add this address to your Profile

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

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

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

262 SETTING UP A "SHIP TO" ADDRESS The address will be displayed.

263 SETTING UP A "SHIP TO" ADDRESS Type users name in Contact name field.

264 SETTING UP A "SHIP TO" ADDRESS Type users name in Contact name field.

265 SETTING UP A "SHIP TO" ADDRESS Click Save

266 SETTING UP A "SHIP TO" ADDRESS Click Save

267 SETTING UP A "SHIP TO" ADDRESS

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

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.

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.

271 SETTING UP A "SHIP TO" ADDRESS To select additional addresses:

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

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

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.

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

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

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

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

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

280 ABOUT ADDRESSES:

281 ABOUT ADDRESSES: We encourage users to verify all address information.

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.

283 ABOUT ADDRESSES:

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.

285 BILL TO:

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

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

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:

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

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

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

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

293 TO CREATE A BILL TO ADDRESS IN HOKIEMART

294 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click Select Addresses for Profile.

295 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click Select Addresses for Profile.

296 TO CREATE A BILL TO ADDRESS IN HOKIEMART From the drop-down list, select Accounts Payable

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

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.

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.

300 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click Save

301 TO CREATE A BILL TO ADDRESS IN HOKIEMART Click Save

302

303 If you havent worked along with me during the

304 If you havent worked along with me during the this module to set up your user profile

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.

306 If you have any questions please the HokieMart Help desk

307 If you have any questions please the HokieMart Help desk

308 If you have any questions please the HokieMart Help desk We will be glad to assist you.

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


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

Similar presentations


Ads by Google