Presentation on theme: "Slide 1 FastFacts Feature Presentation September 7, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:"— Presentation transcript:
Slide 2 Todays Topic Well be taking a look at… Team Carts in the Shopping Cart Application
Slide 3 Todays Presenter Bob Sicoli SAP Instructor
Slide 4 Session Segments Presentation Bob will address Team Carts in the Shopping Cart system. During Bobs presentation, your phone will be muted. Q&A After the presentation, well hold a Q&A session. Well open up the phone lines, and youll be able to ask questions. Bob will answer as many of your questions as time allows.
Slide 5 Contact Us If you would like to submit a question during the presentation or if youre having technical difficulties, you can email us at: firstname.lastname@example.org email@example.com You can also send us an instant message! GoogleTalk – HopkinsFastFacts@gmail.comHopkinsFastFacts@gmail.com AOL Instant Messenger – HopkinsFastFacts MSN – FastFacts@jhu.edu
Slide 7 Agenda What are Team Carts? How to set up the Team Cart function Creating a Team Cart Viewing a Team Cart Questions
Slide 8 What are Team Carts? Team Carts are shopping carts that can be viewed, accessed, or confirmed by multiple requisitioners. Team Carts are set up in the Settings section of Shopping Carts. Individual Settings must be completed by every team member to view each others carts. During the creation of a shopping cart, a button must be checked to make the cart a team cart.
Slide 9 Setting Up the Team Cart Function Accessing the Settings section in Shopping Cart 1.Click Go Shopping and Settings 2.A new window will open
Slide 10 Setting Up the Team Cart Function After the Personal Settings window opens… Click the Edit button
Slide 11 Setting Up the Team Cart Function Click the User Account tab
Slide 12 In the My Procurement Substitutes section, click in the Name of Substitute field; then click the search button to the right of the field. Setting Up the Team Cart Function
Slide 13 The Name Search box will open. Type the team persons last name using an * before and after their name. Then click Start Search. Setting Up the Team Cart Function
Slide 14 The results will return. Click once anywhere in the line to return the selection. Setting Up the Team Cart Function
Slide 15 Click the Start Substitution On field and enter the date or click the search field to choose the date. Do the same with the End Substitution On date. Setting Up the Team Cart Function
Slide 16 Click Add Line to add another team member if necessary. Follow the same procedure for all of the substitutes. Setting Up the Team Cart Function
Slide 17 Click the Save button at the top or bottom to save the data. NOTE: Your Procurement Substitutes and those who have you as Substitutes (Persons I Represent As Substitutes) will be listed. Setting Up the Team Cart Function
Slide 18 A message at the top of the screen will confirm that your data has been changed. Setting Up the Team Cart Function
Slide 19 Points to Remember It is necessary to complete your Settings for other people to access your carts. If you want to see someone elses carts, they must set you up as a procurement substitute in their settings. You can establish time frames on substitutes for carts. You can remove substitutes for carts. Setting Up the Team Cart Function
Slide 20 Creating a Team Cart When you are creating a shopping cart, check the Make accessible to my Purchasing Substitutes button so that the substitutes you identified in your User Settings can view the cart.
Slide 21 Accessing Team Carts There are two ways to access Team Carts 1. Access your own Team Carts: This procedure is used for viewing carts that you checked to be made accessible as Team Carts. Note: You cannot access Team Carts that you created and your Non-Team Carts in the same list. You must uncheck the Show Only My Team Carts in the Criteria Maintenance screen to view your Non-Team Carts 2. Access Team Carts that someone else created: This procedure is used to view carts that another Requisitioner made accessible as a Team Cart in which you are set up as a Procurement Substitute.
Slide 22 1. Viewing Your Own Team Carts Click Show Quick Criteria Maintenance in the Last 7 Days query. The Last 7 Days query is the default shopping cart query.
Slide 23 When the Maintenance screen opens, make sure the Timeframe is correct for when the cart was created. And that the Show Only My Team Carts button is checked. Click Apply to run the query. 1. Viewing Your Own Team Carts
Slide 24 A list of carts will appear. Click the Hide Quick Criteria Maintenance button to better view the list. 1. Viewing Your Own Team Carts
Slide 25 If you want to view your Non-Team Carts, you must go back into the Criteria Maintenance and uncheck Show Only My Team Carts and then Apply. 1. Viewing Your Own Team Carts
Slide 26 A List of your Non-Team Carts will be shown again. 1. Viewing Your Own Team Carts
Slide 27 2. Viewing Team Carts that Someone Else Created While in your Shopping Cart Home Page, click the Team Carts query to view a cart created by another Requisitioner. Then click Refresh.
Slide 28 If the list does not update with what you need to view, Click Show Quick Criteria Maintenance to change the criteria used to show carts created by another Requisitioner 2. Viewing Team Carts that Someone Else Created
Slide 29 Change the data, click Apply, then close the screen by clicking Hide Quick Criteria Maintenance after the query runs. 2. Viewing Team Carts that Someone Else Created
Slide 30 After you apply the Query, all you need to do to the next time you come to Shopping Cart, is to Click Team Carts then Refresh. 2. Viewing Team Carts that Someone Else Created
Slide 31 Using Team Carts After you have created a list of your or others team carts, you can now check the Status, print the cart, or copy the cart to create a new one.
Slide 32 Conclusion Set up Team Cart functionality in the User Settings. Each Requesitioner must complete the settings for their Procurement Substitutes. When creating a new Shopping Cart, the cart must be identified as a Team Cart in the General Data section. The Procurement Substitute can view, print, copy, or confirm a Team Cart in their shopping cart home page. There is a job aid for Team Carts at this link: http://ssc.jhmi.edu/supplychain/guides/Training%20and %20Support/using_team_carts.pdf http://ssc.jhmi.edu/supplychain/guides/Training%20and %20Support/using_team_carts.pdf
Slide 33 Were going to open the phone lines now! There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line. Well be answering questions in the order that we receive them. Well also be answering the questions that were emailed to us during the presentation. If theres a question that we cant answer, well do some research after this session, and then email the answer to all participants. Q&A
Slide 34 Thank You! Thank you for participating! We would love to hear from you. Are there certain topics that you would like us to cover in future FastFacts sessions? Would you like to be a FastFacts presenter? Please email us at: firstname.lastname@example.org
Slide 35 Survey Before we close, please take the time to complete a short survey. Your feedback will help us as we plan future FastFacts sessions. Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!