Procurement How-to Guide September 12, 2017

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Presentation transcript:

Procurement How-to Guide September 12, 2017

How-to Guide Landing Page University Procurement Service’s landing page can be accessed at http://procurementservices.rutgers.edu/

How-to Guide Supplemental Tips Supplemental Tips are located under Related Links on each page of University Procurement Service’s website Find additional How-to tips

How-to Supplemental Tips Placing Orders Quick Orders Blanket orders are not allowed on quick orders Orders are not allowed to be inputted in small quantities to bypass the $5,000 threshold Wire Transfers All wire transfer payments must go through the check request process or the purchase order process PRIOR TO initiating the wire transfer process Change orders Cancel a PO: 1. Go to Forms in RU Marketplace and look for Change Order Form 2. Go to PO Line Close/Cancel Increase/Decrease a PO: 2. Use the PO Line Modification

How-to Supplemental Tips Adding/Updating Suppliers Add a New Supplier in RU Marketplace: 1. Go to the Suppliers tab in RU Marketplace. 2. Go to Requests, then Request a New Supplier 3. Wait 7 business days for University Procurement Services to approve and enter a new supplier Modify an Existing Supplier in RU Marketplace: 1. Complete a Supplier Maintenance Form found in Forms in RU Marketplace and include an accounting string (accounting string won’t be charged) 2. Wait 7 business days for University Procurement Services to approve and update a supplier

How-to Supplemental Tips Search Documents in RU Marketplace How to Search in RU Marketplace by Name: 1. Go to Documents in RU Marketplace, then Search Documents 2. Choose the option pertaining to your search (e.g. Supplier, Prepared For, Approved By) and hit Search 3. Results will show everything associated with your name Invoicing Duplicate invoices 1. Reference the Duplicate Invoice job aid for detailed instruction on resolving duplicate invoicing