2022-03-17 SS meeting notes
- Denise Kidd
SciQuest purchasing
Date
Mar 17, 2022
Participants
Jennifer, Jade, Michelle
General Topic: SciQuest
Found in Gibson
Go to the Shopping tab - usually electronics category
Choose store and click punch out
Can see order status
Where it ships to matters when shipping to remote employees (Santha)
Can search just like on normal site
Submit order and it will take you back to SciQuest to check out. make sure you looking at the correc tcarrt b/c you can have multiples
Can modify shipping information. Materials has to add new address
Accounts payable - always going to be the same info there
Accounting codes - organization auto generates.
Account/Project - make sure to pick the right account code usually office of the registrar
Natural account - come sinto play with check requests - use the search - spreadsheet in Box
Dept use usually 0000, but can be used for hurricane expenses
Place order
In the main dashboard - go to Requestor tab to see status click on any stuck orders - view details - email person it’s stuck with to get them to approve
CIEE purchases - buy it and invoice CIEE - can send them EIT through TAMS
Amazon
Search for items and add to cart proceed to checkout
will see order requires approval submit order for approval
Â
Approval
Goes to Colette and/or Becky and goes to Materials Management. Should receive an email when approved
*Staples refunds require order number
Will receive order confirmation and shipping confirmation
Dont' always get order cancellation email
Amazon
Will receive order confirmation once approved
Cognos finance reporting shows when something was bought and who bought so you can describe why
Found in Gibson
Go to the Shopping tab - usually electronics category
Choose store and click punch out
Can see order status
Where it ships to matters when shipping to remote employees (Santha)
Can search just like on normal site
Submit order and it will take you back to SciQuest to check out. make sure you looking at the correc tcarrt b/c you can have multiples
Can modify shipping information. Materials has to add new address
Accounts payable - always going to be the same info there
Accounting codes - organization auto generates.
Account/Project - make sure to pick the right account code usually office of the registrar
Natural account - come sinto play with check requests - use the search - spreadsheet in Box
Dept use usually 0000, but can be used for hurricane expenses
Place order
In the main dashboard - go to Requestor tab to see status click on any stuck orders - view details - email person it’s stuck with to get them to approve
CIEE purchases - buy it and invoice CIEE - can send them EIT through TAMS
Amazon
Search for items and add to cart proceed to checkout
will see order requires approval submit order for approval
Â
Approval
Goes to Colette and/or Becky and goes to Materials Management. Should receive an email when approved
*Staples refunds require order number
Will receive order confirmation and shipping confirmation
Dont' always get order cancellation email
Amazon
Will receive order confirmation once approved
Cognos finance reporting shows when something was bought and who bought so you can describe why
ID numbers should never be released via ticket, phone, or email. Students can access their ID numbers via Gibson. Students needing ID numbers for transcript orders can enter their SSN or 9 0's in the ID number field.