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Slide 1 FastFacts Feature Presentation November 13, 2008 We are using audio during this session, so please dial in to our conference line… Phone number: 877-322-9648 Participant code: 182500
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Slide 2 Todays Topic Well be taking a look at… Shopping Cart Shortcuts
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Slide 3 Todays Presenter John Tetreault JHHS SAP Trainer
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Slide 4 Session Segments Presentation John will look at tips and tricks for easier, quicker shopping using the SAP Shopping Cart. During Johns 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. John will answer as many of your questions as time allows.
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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: fastfacts@jhu.edu fastfacts@jhu.edu You can also send us an instant message! GoogleTalk – HopkinsFastFacts@gmail.comHopkinsFastFacts@gmail.com AOL Instant Messenger – HopkinsFastFacts MSN – FastFacts@jhu.edu
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Slide 6 Survey At the end of this FastFacts session, well ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
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Slide 7 Shopping Cart Shortcuts
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Slide 8 Agenda Tips and tricks for easier shopping cart transactions include: Using the Clipboard Using the cost assignment clipboard to ease the pain of filling in budget numbers, or Cost Centers, and G/L numbers for each item in a Hopkins eMarketplace order. Recycling Old Carts Using the old purchase orders and templates feature when ordering items that youve purchased previously. Renaming Shopping Carts Making strategic use of the name of the shopping cart to facilitate finding and sorting your carts.
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Slide 9 Tip 1 Using the Clipboard
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Slide 10 Using the Clipboard In this example, were ordering several items from Office Depot. We selected 7 different kinds of notebooks. Our order looks like this.
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Slide 11 Using the Clipboard Select the Transfer Items to SAP Cart button
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Slide 12 Using the Clipboard
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Slide 13 Using the Clipboard
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Slide 14 Using the Clipboard Scroll down to the Items in Shopping Cart section. Click the magnifying glass icon (details ) next to the first item in the list.
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Slide 15 Using the Clipboard Under the Basic Data section for the item, select Cost Assignment.
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Slide 16 Using the Clipboard
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Slide 17 Using the Clipboard Now the cost assignment is complete and correct for the first item. Using the clipboard feature: To copy this information into the cost assignment fields for the other six notebooks, well use the clipboard feature.
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Slide 18 Using the Clipboard Step 1: Select the Copy to Clipboard button.
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Slide 19 Using the Clipboard This copies the information into an area called the clipboard, which is located below the account assignment overview.
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Slide 20 Using the Clipboard Step 2: Click the check box next to Change All Items in Document.
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Slide 21 Using the Clipboard Step 3: Click the Insert from Clipboard button.
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Slide 22 Using the Clipboard Important note: When the Insert from Clipboard button is clicked, the check mark is removed from the Change All Items in Document box.
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Slide 23 Using the Clipboard No error messages!!!
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Slide 24 Using the Clipboard Select item description to view details.
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Slide 25 Using the Clipboard The correct information is already filled in.
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Slide 26 Using the Clipboard To review: Transfer items to SAP Cart from Office Depot Select details for the first item in your list Enter the correct Cost Assignment information Click the Copy to Clipboard Button (1) Check the Change all items in Document box (2) Click the Insert from Clipboard button (3) 1 2 3
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Slide 27 Tip 2 Recycling Old Carts
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Slide 28 Recycling Old Carts Tip 2 uses the Old Purchase Orders and Templates option, located in the Add Items section of the Shopping Cart.
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Slide 29 Recycling Old Carts Click the expand triangle to view details.
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Slide 30 Recycling Old Carts If there are several items in the cart, click All to select all items in the old cart. -OR- Click each item to select individually.
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Slide 31 Recycling Old Carts Select the Add to Shopping Cart button to move the items into your Items in Shopping Cart grid.
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Slide 32 Recycling Old Carts Once in your cart, you can change the quantities as needed. Note: the items selected are copied into a brand new cart having a new Shopping Cart number.
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Slide 33 Recycling Old Carts Good News Bad News 1.Reusing a cart lets you avoid entering much of the detailed information for your items. G/L account numbers and other such information is all copied over from the old cart.) 2.Because the items were ordered previously you know they are the ones you use. (No guessing.) 1.Use this trick with extreme caution: prices may have changed since the last time the items were ordered. 2.Items may have gone out of stock.
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Slide 34 Tip 3 Renaming Shopping Carts
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Slide 35 Renaming Shopping Carts Renaming tips: Strategize naming conventions Think ahead about searching Shopping Cart Name is a searchable field in these screens: o Check Status o Old Purchase Orders and Templates o Confirm Goods / Services
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Slide 36 Renaming Shopping Carts
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Slide 37 Renaming Shopping Carts
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Slide 38 Renaming Shopping Carts Use the wild card character * to help find your cart.
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Slide 39 Conclusion Today we covered three tips for Shopping Cart: Tip 1 – Using the Clipboard Tip 2 – Recycling Old Carts Tip 3 – Renaming Shopping Carts
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Slide 40 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
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Slide 41 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: fastfacts@jhu.edu
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Slide 42 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!
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