1. Using the SRM Life Technologies e-Catalog

2. Introduction
These reference materials show specifically how to use the Life Technologies
e-catalog to purchase Life Sciences and other scientific products within the Supplier Relationship Management (SRM) system.
Departmental staff placing orders must first hold the SRM Shopper role and have the related tab within myUK. If needed, additional information is available on the Purchasing website at:
How-To Guide for Establishing Roles, including information on booking and taking the online curriculum to receive the Shopper tab in myUK.
Full SRM Shopper Training Guides
This Quick Reference Guide assumes the Shopper has already set their Personal Settings, including default delivery building. If assistance is needed with Personal Settings or other features beyond what is reflected here, you may find the larger Shopper training documents useful.
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3. Who Uses the Life Technologies e-Catalog?
The Life Technologies e-catalog is used solely with the Supplier Relationship Management (SRM) system. All areas of campus use SRM as their procurement system with the exception of Hospital areas.
All areas of the academic campus are to utilize the e-catalog through SRM for purchases of Life Technologies products regardless of order amount. This includes items previously purchased utilizing procurement card.
There are additional charges for freight, dry ice, and haz-mat items for Life Technologies orders.
Custom orders are non-returnable.
Life Technologies offers a promotions website for University customers. Offers are updated periodically; Shoppers can apply promotional codes from the link below to their Shopping Cart purchases within the e-catalog for additional savings:
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4. Overview of the Life Technologies e-Catalog
The e-catalog contains the entire line of Life Technologies products available to the University. Shoppers may order standard products and custom primers directly from the Direct Ordering catalog section. The direct ordering catalog also contains a feature for purchase of items via customized quotes. In addition, the catalog contains a link for products that can be picked up at the Gluck Equine Research building.
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5. Shipping and Related Costs
Catalog items ship directly to the office/laboratory of the Shopper or end-user. Departments, at their choosing, can reduce shipping and handling fees by ordering products for pickup at the Gluck Equine Research Building . Deliveries are made to Gluck every Tuesday and Thursday.
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6. Direct Catalog Orders

7. Begin Shopping Cart from POWL
11/8/2018
Begin Shopping Cart from POWL
1. Start from the Shopper tab within myUK
2. Select Shopping Cart from Site Navigation to display the POWL
3. Click Create Shopping Cart
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8. 4. Click Set Values within Default Settings
Set Header Values
Two Header values – Account Assignment and Delivery Address – are set at the beginning of the ordering process. This will copy the data to all line items as they are placed into the Shopping Cart.
4. Click Set Values within Default Settings

9. Set Account Assignment (Header Level)
Enter Cost Center or WBS Element information if the entire order will be charged to the same cost object structure. Alternatively, if you need to charge various line items to different cost objects, this can be entered later within Line Item Details.
5. Default Account Assignment Category is Cost Center. You can also select WBS Element from the dropdown if needed.
6. Enter the Cost Center or WBS Element number as applicable
TIP: A WBS Element relates to grants.

10. Set Delivery Room/Floor
7. Select the Delivery Address / Performance Location tab

11. Set Delivery Room/Floor
Building information flows in from Personal Settings and reflects your building address only. The Shopper must add the contact person, floor, and room number, etc. This must be completed for each cart and will populate to all line items placed into the cart.
Important: Be sure to enter this delivery information at the header level. Bypassing entry of the contact person, floor, and room number within Set Values will require the information to be entered for each line item in the bottom Details section.
8. Complete contact person, floor, room, etc.

12. Setting an Alternate Delivery Building
At the Shopper’s choosing, you can enter an alternate building for delivery on a cart-by-cart basis. After selecting the new building by speed sort number, complete the section with contact person’s name and room and floor numbers.
If desired, click the possible entries icon and select alternate building by speed sort number. Remember to add the contact person, floor, and room number to the new selection. Important: Do not freehand building delivery information.
9. Click OK when done with Delivery Address

13. Select Life Technologies Catalog from Add Item Menu
E-catalog items are ordered through the Add Item dropdown menu.
10. Click Add Item and select Life Technologies Catalog. Shopper will be transferred to the Life Technologies
e-catalog.

14. Life Technologies e-Catalog Landing Page Welcome
Welcome message confirms entry onto landing page
Note: E-catalog orders may time out after several minutes of inactivity. It is a good idea to move through the shopping process expeditiously and in one sitting.

15. Life Technologies e-Catalog Landing Page Navigation
Shoppers may order products and custom primers for desktop/laboratory delivery via the Direct Ordering – Catalog link
Shopper can exit e-catalog at any time and return to SRM
Shoppers can also order products that are stocked at, or to be shipped to, the Gluck Equine Research Building.

16. Product Search Options
Upon arrival at the e-catalog site, utilize the Search feature to locate supplies or equipment you need. You can also navigate the category menu to locate needed item(s).
11. Enter keyword(s) or product number to find matches against product information, etc. As you type, the search feature will auto-suggest possible items.

17. Product Search Options
If you choose to navigate the categories structure, tools are available to
assist in locating products.

18. Locate Items and Add to Cart
12. As you locate items, enter quantity needed and click Add to Cart

19. View Shopping Cart
You can access your Life Technologies cart any time while on the e-catalog
13. Once you have added all items to the cart, click View Cart and Checkout

20. Cart shows all items, quantities, stock status, pricing, etc.
Proceed to Checkout
Cart shows all items, quantities, stock status, pricing, etc.
You can update quantities or remove items before proceeding to checkout

21. Customized Quote Pricing & Promotional Codes
If you have customized quote pricing from a sales representative, it will apply to items after they are placed in the cart. Enter the quote number and click Apply. Holders of a promotional code can also enter this here to reflect the discounted promotional pricing.
15. Click Begin Checkout when finished Shopping

22. Checkout Life Technologies Shopping cart
Checkout shows final quantities and freight/handling costs, if applicable.
16. Click Return Cart for Checkout to return items to SRM

23. E-Catalog Items Return to SRM Shopping Cart
Optional: Shopper can add an Approval note (internal only; does not print on purchase order) or Note to Supplier (prints on purchase order).
The e-catalog order populates back to the SRM Shopping Cart
Note: Although freight/handling charges are usually applicable to Life Technologies orders, they will not appear within the SRM cart line items.

24. E-Catalog Items Return to SRM Shopping Cart
17. Click to open Details (bottom) section of Shopping Cart

25. Review/Complete Account Assignment
If you need to assign cost object information to different line items, complete Account Assignment tasks here. If you completed this within Set Values earlier, you do not need to make changes to the cost object structure.
18. Select Cost Center or WBS Element from the dropdown menu
19. Enter the cost center or WBS Element number
Note: If you apply account assignment information at the line item level, it will need entered manually, or copied and pasted, for each line.

26. Complete Account Assignment – GL Account
20. GL Account will load by default. You can overwrite with a different GL Account if desired.
Reminder: If ordering a single item that is over $5000, a capital GL Account must be used is the most common capital GL used with scientific equipment.

27. e-catalog Order – Details Section
TIP: Delivery Address information was already set at header level under Default Settings/Set Values. Thus, nothing needs entered or modified in Details section.
21. Optional: Notes and file attachments can be added at the line item level. (Note: There is no quote attachment involved for a Life Technologies e-catalog order.)

28. Check and Complete Order
Remember: Only click the SAVE button if the order is to be placed on HOLD.
A Saved Shopping Cart is incomplete; it resides in the Shopper’s POWL and does not move forward.
22. Click Check to confirm whether errors exist
23. Click Order to finish. Close cart window after order shows complete.

29. What Happens Next?
Orders totaling < $5000 from the Life Technologies e-catalog do not require approval. SRM automatically places the purchase order once a cart orders.
Carts > $5000 route to appropriate approver(s). SRM automatically transmits the purchase order after approval(s) .
The Shopper receives an confirmation shortly after the order is placed along with an Advance Shipping Notice (ASN) when the order ships.
Life Technologies generates an electronic invoice and transmits to Accounts Payable.
Goods Confirmations are required for all Life Technologies e-catalog orders upon physical receipt.

30. Ordering Customized Equipment Quotes
Quotes for purchase of higher-end or customized equipment are written by the customer sales representative and placed onto the e-catalog. Shoppers can enter the quote number and load all items from the quote into their Life Tech cart.
The sales representative provides a quote # to the department. From an empty cart, enter quote number and click Apply.
All items on the equipment quote will appear on the screen and can be transferred into the Life Tech cart. Check-out from Life Tech, return to SRM, and complete order as normal.

31. Check Order Status
Shoppers can check status of an existing order from within the e-catalog. Information on order status, backorder, tracking information, etc. is available.
Click Orders under the Account menu item. Order status is available using the 75XXXXXXXX purchase order number.

32. Order Items For Pickup at Gluck Equine Research Center

33. Order Items For Pickup at Gluck Equine Research
Life Technologies offers an on-campus storage location designed to provide lower shipping costs to departments as well as stock items that are immediately available when needed. Note: Gluck pickup orders must be done separately from Direct Ordering – Catalog orders
Click Gluck Equine Research link
Notes: The Life Technologies term “Supply Center” is not affiliated with the University’s Supply Center operated by UK Stores.

34. Order Items For Pickup at Gluck Equine Research
For Stock Items available at the Gluck Building, click Supply Center Stock List.

35. Order Items For Pickup at Gluck Equine Research
Locate needed Stock items and enter quantity. Click Add to Cart.

36. Order Items For Pickup at Gluck Equine Research
Proceed to View Cart and Begin Checkout. Remember to enter Promotional Code if applicable. Complete the remainder of the ordering process as normal and order Shopping Cart through SRM.

37. Order Items For Pickup at Gluck Equine Research
To order Non-Stocked Items for pickup at Gluck, use the Search feature to locate/place items into your cart.
Important: This page and search feature must be used for ordering any other product to be shipped to and picked up from Gluck. For orders direct to your office or laboratory, navigate back to the landing page and use Direct Catalog ordering.

38. Order Items For Pickup at Gluck Equine Research
For Gluck Equine Center pickups, take the Life Technologies confirmation to Room 416, Monday through Friday, during standard business hours for pickup. Stock items are housed on the premises; non-stock shipments arrive at Gluck every Tuesday and Thursday.

39. Life Technologies Product Support
Questions regarding Life Technologies products, MSDS, supporting documents, order inquiries, customized quotes, etc. should be directed to:
Alejandra Betancourt, Consumables Associate Sales Representative
Thermo Fisher Scientific, Life Sciences Solutions
Mobile: (859)
Standard shipping for in-stock products is 48 hours. Support staff can also assist with rush orders via phone. Reference PO (75XXXXXXXX) PO number when placing phone support requests. Additional support resources are below:
Team
Phone
Description
Customer Care
, option 1
General inquiries, missing/incorrect shipments, order status checks, invoice disputes for catalog products, primers, etc.
Supply Center
, option 5, ext
Questions relating to the Gluck Supply Center location, including general inquiries, order status checks, etc.
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40. Post-Order Changes and Purchasing Support
If changes are needed after a purchase order is placed, contact Purchasing with questions or for guidance.
The Contracting Officer for the Life Technologies, International agreement and scientific / laboratory purchases for the University is:
Debbie Konichek
Phone:
Alternatively, you can at any time for system or ordering assistance.

41. SRM Help Resources
SRM Resource Page on Purchasing web site:
Assistance for any SRM-related inquiry:
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