1. Use a Free Text item to only order items not available from a Supplier Catalog. The Product Category is important because it determines the G/L Account, so try to select the correct one. The Product Category defaults to 999999 and MUST be changed when creating cart. If the dollar value of the free-text shopping cart exceeds $1000, then a Sourcing and Procurement Buyer will need to approve it. Do NOT combine Free Text and Catalog items in the same Shopping Cart. Remember to use the Check button to check for any errors. A 20 min. idle time limit – remember to save before you leave your desk. Do NOT put a supplier for a limit order, or it changes to standard PO. Internal Service Requests Shopping Cart Templates Appear Here Carts you saved but did not order also here Think of this as your “rough draft” area Check on the status of any cart you created. Helpful Tips Manufacturer #, Part # or Item # Always Assign a new value Unit Price Model Name Click here to begin shopping Items that require your attention Units of Measure Quantity Requested Delivery Date DO NOT USE USE Set your default attributes like cost center and delivery location Search Hosted Catalogs Browse Punchout Catalogs Create Free-Text Carts Keep This In Mind When Choosing a Vendor SAP SRM – Shopper Quick Reference Card Details to Look For Send a Note to the Buyer or Supplier Before You Begin Personalization What products or services are you buying? - the quantity of each - requested delivery date What Product Category? - formerly “Commodity Code" What Cost Objects will you charge to? - Cost center - WBS Element - Internal Order Click the Procurement tab in the navigation bar Click the Personalization link Click the Attribute drop down menu Select the Attribute you would like to assign default values for Click the Edit button Click Add Line button Click within the Value field and use the pop-up search tool to browse for your attribute Click the Standard radio button Click Save button (These attributes will affect all lines in cart)

2. Assigning Item Data Click the line item Details button in shopping cart view Click the Item Data tab Input a model name in the Description field Click the pop-up search tool 1 button to assign a Product Category number Use two wildcards 2 to search for a Product Category in the Description field Input a model number in the Supplier Product Number field Assign an Order Quantity Use the pop-up search tool 1 button to assign a unit of measure Assign unit price under Price/Currency Assign a requested Delivery Date Assigning Account to Charge Click the line item Details button in shopping cart view Click the Account Assignment tab Click on the Account Assignment category dropdown arrow and select the Cost Object Type Input the Cost Object in the Assign Number field Click Save button to save your work Click Edit Cart to continue working Adding Notes and Attachments Click the line item Details button in shopping cart view Click the Notes and Attachments tab Click Supplier Text to send a note to the vendor Click Internal Note to send a note to the buyer Uploading Attachments Click the line item Details button in shopping cart view Click the Add Attachment button to access the Attachment Browser pop-up tool 1 Click the Browse button to find and upload your file Assign a file name in the Description field Click OK Setting Delivery Location Click the line item Details button in shopping cart view Click Delivery Address/Performance Location Click Reset button Click the pop up search tool button 1 in the Name field to access delivery address search Use two wildcards 2 to search for street name in the street field Click Start Search Select the desired delivery address and click the OK button Assign end user name in the Additional Name field Assign a Phone Number Assign an Email Address Assign a Room number and Floor number 1 pop up search tool 2 see How to Use a Wildcard section Hosted Catalog Items Click the Procurement tab in the navigation bar Click Place and Manage Orders in the Detailed Navigation menu Click 4 Step Shopping in the Services menu listed under Create Document category Click Terrier Marketplace link Or Browse by Supplier, Category, etc. Click Add to Cart button Click Check Out link Click Save button to save your work Click Edit Cart to continue working Follow Modifying a Cart instructions that follow Punchout Catalog Items Click the Procurement tab in the navigation bar Click Place and Manage Orders in the Detailed Navigation menu Click 4 Step Shopping in the Services menu Click on a punch-out catalog in the Browse parameter Add desired items and click Check Out Click Save button to save your work Click Edit Cart to continue working Follow Modifying a Cart instructions that follow Non-Catalog Items Click the Procurement tab in the navigation bar Click Place and Manage Orders in the Detailed Navigation menu Click 4 Step Shopping in the Services menu Click “Describe what you need” Input a description for the first line item in the Description Click OK Click Save button to save your work Click Edit Cart to continue working Follow Modifying a Cart instructions that follow Go to Sourcing webpage to see active SRM- Suppliers: http://www.bu.edu/sourcing/preferred- suppliers2/ http://www.bu.edu/sourcing/preferred- suppliers2/ If your intended supplier is not on the list, please add an Internal Note on your free- text shopping cart Revised 7-15-11 Finding an Order Click the Procurement tab in the navigation bar Click Awaiting Approval link in the Active Queries section Click on the cart number hyperlink Viewing Approval Status and History Once you have found your order, click on the Approval Process Overview tab in the Details view of your cart Confirming Order Placement Once you have found your order, click on the Related Documents tab in the Details view of your cart If a PO has been generated for your cart, it will show in the Backend Document Number column Cancelling a Cart Awaiting Approval Click the Procurement tab in the navigation bar Click Awaiting Approval link in the Active Queries section Highlight the line items you would like to cancel Click the Delete button Assigning a Vendor/Changing a Vendor Click the line item Details button in shopping cart view Click the Sources of Supply/Service Agents tab Click the pop up search tool 1 button in the Supplier field Use two wildcards 2 to search for your vendor in the Name 1 field Click Start Search Select your desired supplier and click OK Click the Assign Supplier button (Click Remove Assigned Supplier button and repeat process to change vendor) Wildcard Usage This is what a wildcard looks like this: * This is what two wildcards look like: ** This is how you can use two wildcards: *Apple*, *Computer*, *Visual*, *Dell* Contact IT Help Center Charles River Campus ithelp@bu.edu | 617-353-4357 Medical Campus bumchelp@bu.edu | 617-638-5914 Approval Mapping Questions? Contact your SAP Readiness leader Looking for Help? 2 How to Use a Wildcard Search Creating a CartModifying a CartModifying a Cart (Continued) Canceling an Order Tracking an Order Looking for a vendor in SAP?