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

Virginia Tech Electronic Business System www.procurement.vt.edu

Virginia Tech Electronic Business System Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu

Virginia Tech Electronic Business System Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu

VT’s electronic business system is known around campus as: www.procurement.vt.edu

VT’s electronic business system is known around campus as: HokieMart. www.procurement.vt.edu

Before we get started…. Important: www.procurement.vt.edu

Before we get started…. Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu

Before we get started…. Virginia Tech PID Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu

Before we get started…. set up your User Profile in HokieMart and 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

Before we get started…. set up your User Profile in HokieMart and 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

Before we get started…. set up your User Profile in HokieMart and 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

Before we get started…. 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

Before we get started…. 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

Before we get started…. 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

This module is designed to: provide an overview of the main roles and terms used in the HokieMart system www.procurement.vt.edu

This module is designed to: 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

This module is designed to: 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

This module is designed to: 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

HokieMart is designed to be www.procurement.vt.edu

HokieMart is designed to be open to the entire university and www.procurement.vt.edu

HokieMart is designed to be open to the entire university and to reduce paper processing. www.procurement.vt.edu

Roles in HokieMart www.procurement.vt.edu

Roles in HokieMart At this point: www.procurement.vt.edu

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart 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

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

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

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

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

Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu

Roles in HokieMart www.procurement.vt.edu. The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. www.procurement.vt.edu

Roles in HokieMart www.procurement.vt.edu. The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. First we will take a quick view of the Procurement Department’s home page www.procurement.vt.edu

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

Roles in HokieMart www.procurement.vt.edu. The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. First we will take a quick look at the Procurement Department’s 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

www.procurement.vt.edu

www.procurement.vt.edu

www.procurement.vt.edu

Roles in HokieMart: Requestor www.procurement.vt.edu

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

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

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart After “check-out” is complete: www.procurement.vt.edu

Roles in HokieMart After “check-out” is complete: a Purchase Requisition (PR) will be created and www.procurement.vt.edu

Roles in HokieMart 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

Roles in HokieMart: On Behalf Of Requestor www.procurement.vt.edu

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

“On Behalf-of-Requestor” Roles in HokieMart Some departments also have individuals who are identified as an: “On Behalf-of-Requestor” www.procurement.vt.edu

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart: Approver www.procurement.vt.edu

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

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

Roles in HokieMart review and/or edit 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

Roles in HokieMart review and/or edit 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

Roles in HokieMart: Receiver www.procurement.vt.edu

Roles in HokieMart A Receiver verifies receipt of goods and or services. www.procurement.vt.edu

Roles in HokieMart 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

Roles in HokieMart 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

Roles in HokieMart 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

Browser Requirements and Settings www.procurement.vt.edu

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

Browser Requirements and Settings 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

Browser Requirements and Settings 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

Browser Requirements and Settings 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

Browser Requirements and Settings 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

Browser Requirements and Settings 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

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

Browser Requirements and Settings 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. www.procurement.vt.edu

Browser Requirements and Settings 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 www.procurement.vt.edu

Browser Requirements and Settings 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 www.procurement.vt.edu

Browser Requirements and Settings 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 IT support person. Your IT personnel should contact HokieMart Help Desk HokieMart@vt.edu www.procurement.vt.edu

Set a Trusted Site for SciQuest www.procurement.vt.edu

Set a Trusted Site for SciQuest For all features to function fully in SciQuest, www.procurement.vt.edu

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

Set a Trusted Site for SciQuest www.procurement.vt.edu

Set a Trusted Site for SciQuest www.procurement.vt.edu

Set a Trusted Site for SciQuest www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your computer www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your computer Select Tools www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your computer Select Tools Internet Options www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your computer Select Tools Internet Options Security www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your computer Select Tools Internet Options Security Trusted Sites www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your computer Select Tools Internet Options Security Trusted Sites Sites www.procurement.vt.edu

Set a Trusted Site for SciQuest 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

Set a Trusted Site for SciQuest From the Browser Menu Bar on your Computer: www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your Computer: This will bring up the Trusted sites window: www.procurement.vt.edu

Set a Trusted Site for SciQuest From the Browser Menu Bar on your Computer: This will bring up the Trusted sites window: www.procurement.vt.edu

Set a Trusted Site for SciQuest Enter https://sciquest.com in the field as shown. www.procurement.vt.edu

Set a Trusted Site for SciQuest Enter https://sciquest.com in the field as shown. www.procurement.vt.edu

Set a Trusted Site for SciQuest Click Add www.procurement.vt.edu

Set a Trusted Site for SciQuest Click to close the box. Close www.procurement.vt.edu

Set a Trusted Site for SciQuest 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 www.procurement.vt.edu

Set a Trusted Site for SciQuest 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. www.procurement.vt.edu

Set a Trusted Site for SciQuest 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 www.procurement.vt.edu

Set a Trusted Site for SciQuest 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 HokieMart@vt.edu www.procurement.vt.edu

Creating and Managing Your User Profile www.procurement.vt.edu

Creating and Managing Your User Profile Each HokieMart user has a “personalized” profile which must be created prior to performing functions in HokieMart. www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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 www.procurement.vt.edu

Creating and Managing Your User Profile 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 http://www.hokiemart.vt.edu www.procurement.vt.edu

Creating and Managing Your User Profile 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 http://www.hokiemart.vt.edu You can pause and go there now or continue to follow the module. www.procurement.vt.edu

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Creating and Managing Your User Profile If you have trouble logging in…… Hint: It’s the same password that you use to log into to view your e-mail. www.procurement.vt.edu

Creating and Managing Your User Profile Navigation in HokieMart is done by using Tabs. www.procurement.vt.edu

www.procurement.vt.edu

Creating and Managing Your User Profile Navigation in HokieMart is done by using Tabs. www.procurement.vt.edu

Creating and Managing Your User Profile Navigation in HokieMart is done by using Tabs. Not every tab is pertinent to every user. www.procurement.vt.edu

Creating and Managing Your 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

Creating and Managing Your User Profile The Profile tab allows the user to view and manage personal information. www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

Creating and Managing Your User Profile Tabs under User Profile: User Settings The first tab “User Settings” is divided into various sub tabs. www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: view their name www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: view their name phone number www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: view their name phone number e-mail address www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: The sub tab, “User Identification,” allows users to: view their name phone number e-mail address department and www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: Is the first sub- tab User Settings www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: If changes are needed, send an email to: www.procurement.vt.edu

Creating and Managing Your User Profile User Identification: If changes are needed, send an email to: Penny Falck at plfalck@vt.edu. www.procurement.vt.edu

Creating and Managing Your User Profile Roles www.procurement.vt.edu

Creating and Managing Your User Profile Roles Click on the “Roles” tab. www.procurement.vt.edu

Creating and Managing Your User Profile Roles Roles are assigned to a particular user based on information received from departments www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Roles Users can view their assigned roles. www.procurement.vt.edu

Creating and Managing Your User Profile Roles If role (or roles) need to be changed, complete the HokieMart Departmental Functions form found at: www.procurement.vt.edu

Creating and Managing Your User Profile Roles If role (or roles) need to be changed, complete the HokieMart Departmental Functions form found at: http://www.procurement.vt.edu/HokieMart/forms.html www.procurement.vt.edu

Creating and Managing Your User Profile Roles If roles need to be changed, complete the HokieMart Departmental Functions form found at: Mail the form to: www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Roles If roles need to be changed, complete the HokieMart Departmental Functions form found at: http://www.procurement.vt.edu/HokieMart/forms.html Mail the form to: Penny Falck Mail Code: 0312 in the Controller’s Office. www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences Let’s go back to the HokieMart Home page Click on the Profile Tab again www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences Let’s go back to the HokieMart Home page Click on the Profile Tab again profile www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences Let’s go back to the HokieMart Home page Click on the Profile Tab again profile www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences: Now click on the “Email Preferences” tab: www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences: Now click on the “Email Preferences” tab: www.procurement.vt.edu

www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Email Preferences: When actions are performed in HokieMart, emails can automatically be generated to notify users of these actions. www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Email Preferences: We recommend users check the following email notification boxes to increase the level of individual notification. www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences: Place check marks  in the Override Role boxes. www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences: Place check marks  in the Override Role boxes. www.procurement.vt.edu

Creating and Managing Your User Profile Email Preferences: This will activate the Role box. www.procurement.vt.edu

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Creating and Managing Your User Profile Purchasing: Custom Fields The Custom Fields sub tab under the Purchasing tab www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom Fields The Custom Fields sub tab under the Purchasing tab www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom Fields The Custom Fields sub tab under the Purchasing tab www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom Fields The Custom Fields sub tab under the Purchasing tab provides access to other individual tabs allowing users www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Purchasing: Custom Fields www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom Fields - Codes www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Purchasing: Custom Fields - CODES Let’s look briefly at two of the fields required when processing a purchase requisition (PR) Fund and Account. www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom Fields - CODES Let’s look briefly at two of the fields required when processing a purchase requisition (PR) Fund and Account. www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Edit www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Again the only Edit www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Edit www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and Edit www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and Edit www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and Account. Edit www.procurement.vt.edu

Creating and Managing Your User Profile Purchasing: Custom FIELDS - CODES For each field Edit is available. Again the only required fields when processing a requisition are Fund and Account. Edit www.procurement.vt.edu

Creating and Managing Your User Profile  Adding Fund information to user profile www.procurement.vt.edu

Creating and Managing Your User Profile  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

Creating and Managing Your User Profile  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

Creating and Managing Your User Profile  Adding Fund information to user profile: www.procurement.vt.edu

Creating and Managing Your User Profile  Adding Fund information to user profile: Select “Edit” under the “Edit Values” column on the far right. www.procurement.vt.edu

Creating and Managing Your User Profile  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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www.procurement.vt.edu

Creating and Managing Your User Profile  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

Creating and Managing Your User Profile  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

Creating and Managing Your User Profile Enter the name of the department, as identified www.procurement.vt.edu

Creating and Managing Your User Profile Enter the name of the department, as identified in Banner, in the description field. www.procurement.vt.edu

Creating and Managing Your User Profile Enter the name of the department, as identified in Banner, in the description field. www.procurement.vt.edu

Creating and Managing Your User Profile Enter the name of the department, as identified in Banner, in the description field. www.procurement.vt.edu

Creating and Managing Your User Profile Enter the name of the department, as identified in Banner, in the description field. Click “Search.” www.procurement.vt.edu

Creating and Managing Your User Profile Enter the name of the department, as identified in Banner, in the description field. Click “Search.” www.procurement.vt.edu

Creating and Managing Your User Profile 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.   www.procurement.vt.edu

Creating and Managing Your User Profile Place a check mark in the “Select” box.   www.procurement.vt.edu

Creating and Managing Your User Profile Place a check mark in the “Select” box.    www.procurement.vt.edu

Creating and Managing Your User Profile Place a check mark in the “Select” box.    www.procurement.vt.edu

Creating and Managing Your User Profile Click Add Values . The fund number will be added to your listing. Add Values    www.procurement.vt.edu

Creating and Managing Your User Profile Click Add Values . The fund number will be added to your listing. Add Values    www.procurement.vt.edu

Creating and Managing Your User Profile Users may edit fund numbers. www.procurement.vt.edu

Creating and Managing Your User Profile If you wish to make a particular fund the default for all purchases: www.procurement.vt.edu

Creating and Managing Your User Profile Select the “fund number” and a box will display to the right. www.procurement.vt.edu

Creating and Managing Your User Profile Select the “fund number” and a box will display to the right. Check the “Default” box.  www.procurement.vt.edu

Creating and Managing Your User Profile Click “Save.” www.procurement.vt.edu

Creating and Managing Your User Profile Click “Save.” www.procurement.vt.edu

Creating and Managing Your User Profile Users may have only one default. www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Adding Account Codes to Your Profile www.procurement.vt.edu

Creating and Managing Your User Profile Adding Account Codes to Your Profile www.procurement.vt.edu

Creating and Managing Your User Profile Adding Account Codes to Your Profile As accounts are selected by the user, www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Adding Account Codes to Your Profile It is recommended that www.procurement.vt.edu

Creating and Managing Your User Profile Adding Account Codes to Your Profile It is recommended that default account codes not be created. www.procurement.vt.edu

Creating and Managing Your User Profile Adding Account Codes to Your Profile Users should verify the account code . www.procurement.vt.edu

Creating and Managing Your User Profile Adding Account Codes to Your Profile Users should verify the account code at the time the requisition is being prepared. www.procurement.vt.edu

Creating and Managing Your User Profile Adding Addresses to Your Profile This information should be populated www.procurement.vt.edu

Creating and Managing Your User Profile Adding Addresses to Your Profile This information should be populated prior to using HokieMart. www.procurement.vt.edu

Creating and Managing Your User Profile Adding Addresses to Your Profile This information should be populated prior to using HokieMart. The “Ship To” addresses in HokieMart . www.procurement.vt.edu

Creating and Managing Your User Profile Adding Addresses to Your Profile This information should be populated prior to using HokieMart. The “Ship To” addresses in HokieMart www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Adding Addresses to Your Profile The addresses available are: www.procurement.vt.edu

Creating and Managing Your User Profile Adding Addresses to Your Profile The addresses available are: “Ship To” and www.procurement.vt.edu

Creating and Managing Your User Profile Adding Addresses to Your Profile The addresses available are: “Ship To” and “Bill To.” www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile SETTING Up a “Ship to” Address   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Click “Select Addresses for Profile”   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Select Search   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Select Search   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address The address information will then be displayed.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address The address information will then be displayed.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Depending on information entered, the listing may be long.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address To add this address to your Profile   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Place the cursor in the “radio” button and click.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Place the cursor in the “radio” button and click.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Place the cursor in the “radio” button and click.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address The address will be displayed.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Type users name in Contact name field.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Type users name in Contact name field.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Click Save   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address Click Save   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address If only one address is needed, it will appear as the default.   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address To select additional addresses:   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address To select additional addresses: Click “Select Addresses for Profile.”   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address To select additional addresses: Click “Select Addresses for Profile.”   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address The query box will display. The steps are the same as outlined above.   www.procurement.vt.edu

Creating and Managing Your User Profile SETTING Up a "SHIP TO" Address User has now added multiple addresses in the “Ship To” section.   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile About addresses:   www.procurement.vt.edu

Creating and Managing Your User Profile About addresses: We encourage users to verify all address information.   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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. http://www.procurement.vt.edu/HokieMart/forms.html   www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile Bill To:   www.procurement.vt.edu

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office.   www.procurement.vt.edu

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, most invoices will be received by the Controller’s Office.   www.procurement.vt.edu

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office. The “Bill To” address may be added by selecting:   www.procurement.vt.edu

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office. Departments should not receive an invoice. The “Bill To” address may be added by selecting: “Profile” tab   www.procurement.vt.edu

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, invoices will be received only by the Controller’s Office. Departments should not receive an invoice. The “Bill To” address may be added by selecting: “Profile” tab “Purchasing” tab   www.procurement.vt.edu

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, invoices will be received only by the Controller’s 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

Creating and Managing Your User Profile Bill To: With central invoicing required in HokieMart, invoices will be received only by the Controller’s 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

Creating and Managing Your User Profile To create a “Bill To” address in HokieMart www.procurement.vt.edu

Creating and Managing Your User Profile To create a “Bill To” address in HokieMart Click “Select Addresses for Profile.” www.procurement.vt.edu

Creating and Managing Your User Profile To create a “Bill To” address in HokieMart Click “Select Addresses for Profile.” www.procurement.vt.edu

Creating and Managing Your User Profile To create a “Bill To” address in HokieMart From the drop-down list, select Accounts Payable www.procurement.vt.edu

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile 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

Creating and Managing Your User Profile To create a “Bill To” address in HokieMart Click Save www.procurement.vt.edu

Creating and Managing Your User Profile To create a “Bill To” address in HokieMart Click Save www.procurement.vt.edu

Before we finish…. www.procurement.vt.edu

Before we finish…. If you haven’t worked along with me during the www.procurement.vt.edu

Before we finish…. If you haven’t worked along with me during the this module to set up your user profile www.procurement.vt.edu

be sure to take time and set it up now. Before we finish…. If you haven’t 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

Before we finish…. If you have any questions please email the HokieMart Help desk www.procurement.vt.edu

Before we finish…. If you have any questions please email the HokieMart Help desk HokieMart@vt.edu www.procurement.vt.edu

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

Before we finish…. 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