How to Use Your PCard in the Marketplace A guide to placing orders through the Marketplace using your PCard 1/5/2015

Topics PCard Use in the Marketplace Why should I use my PCard in the Marketplace? PCard Rebate Adding PCard to User Profile How do I use my PCard in the Marketplace? PCard Purchase Orders PCard Suppliers

PCards in the Marketplace Alternate payment method Many high volume vendors are set up as PCard enabled suppliers All Hosted and Punch-out suppliers PCards may only be used with PCard enabled suppliers PCard enabled suppliers are denoted with the symbol PCard use in the Marketplace is not mandatory

Advantages Faster process No invoices required UDAK approval not required for non-UMS users No receiving required No invoice review and approval required Prompt payments result in less vendor issues Most payments are made within 24 hours Establishes good relationships with vendors Access to Spend data Allows Purchasing to negotiate with vendors Less paper which supports Green Initiatives By reducing invoices and checks

Setting up User Profile PCard users will need to have an additional role in the Marketplace This will allow a PCard number to be added in the user profile by adding “Payment Options” link under “Default User Settings” Only add your own PCard information into the user profile It is a violation of PCard policy to use a PCard belonging to someone else Do not add a personal credit card to your profile

PCard Role Before the PCard role is added No “Payment Options” link

PCard Role After the PCard role is added The “Payment Options” link appears

Payment Options Click “Payment Options” link Click “Add a New Card” Add Card Details and Save Add the entire card number and when you save it will mask Clicking the Default checkbox will add the card as your default Clicking the Apply the default card checkbox will apply the card to every order

Placing a PCard Order Fill your Shopping cart with items from any PCard enabled vendor and Proceed to Checkout Enter Accounting Codes and review order The PCard heading has been added to the Billing Section of the Requisition Click the Edit button

Placing a PCard Order The PCard window opens You can choose your default card by clicking the dropdown or type in your PCard information in the space provided Click Save

Placing a PCard Order After clicking Save, the PCard information populates on the Requisition You may then click the “Place Order” button on the top right to place your order

Workflow Where does your Requisition go on its way to becoming a Purchase Order? For non-UMS users For UMS users UMS users will require UDAK approval and the Requisition will export to the UMS system

PCard Purchase Orders Orders placed using the PCard as the payment method will have a different PO number All have PCARD as a prefix, for example PCARD1 The PCard orders do not require receiving No invoice will need to be attached Must be maintained within the Department

PCard Suppliers Hosted BD Biosciences Roche Diagnostics Punch-out Bio-Rad Dell Fisher Scientific Grainger Henry Schein Life Technologies Apple Lenovo Perkin Elmer Qiagen Sigma-Aldrich Staples VWR

PCard Suppliers Non-Catalog Suppliers Airgas ABCAM Cell Signaling Technologies Santa Cruz Biotechnology Cardinal Health 200 HD Supply USA Scientific Continental Carbonic Diamond Springs R&D Systems Non-Catalog Suppliers eBioscience EMD Millipore US Ink & Toner SourceOne Biolegend Mac Paper McJunkin Red Man Corporation Miltenyi Biotech Office Max Appalachian Springs

Questions? If you have any questions please contact Sylvia Kelly – Marketplace Help Desk – Sarah Wall – PCard Administrator – Teresa Rogers – Sourcing Coordinator –