No you should not copy Marketplace orders as it is quite possible that the price would have changed since the old order. This would result in the order being rejected by Science Warehouse who manage the Marketplace.

The only option is to raise a non-catalog request but change the type to 'Goods or Services billed by Amount' and enter the value up to which you wish to call-off. Checkout in the normal way. Ensure you receipt as and when a delivery call-off is made and pay the invoice for the amount received so far.

Transaction controls can be set up to prevent spending on a particular Expenditure Category if this is required. This error message indicates that the expenditure category selected has not been set up to allow expenditure to be posted. The user should check the award budget screen to ensure that there is a budget for the expenditure category that they wish to charge the expenditure to. If there is a budget, contact your Research Services Administrator/Advisor (RSA).

For more information about Grant funds checking in iProcurement, refer to the Funds Checking detailed document.

No, you would need to have two different lines in the requisition. As a buyer before you checkout your original cart simply return to the iProc home page. From 'My Requisitions' then copy the requisition just started and 'Add' it to your existing cart. This way you get an extra item line for the same item where you can now amend the Requestor as desired.

Not in the same way as splitting expense over more than once code. The best workaround is to add the first line to the cart for one of the requesters then repeat the process of adding another line for the other requester. Ensure that you 'Edit Line' to amend the requester field.

If a requisition has been sent to you for you to approve, and you chose to Edit the Requisition, it will bring the lines into your cart as an approval checkout. Once you have made the relevant changes and submitted, the screen will take you back to iProc with note asking you to complete the process by clicking on ‘Continue’. You then ‘Approve’ from that screen.

No, the process is the same as it is now. You can either click on Edit Requisition which pulls the items into your cart for you to check out and approve, or you can View Requisition Details, which enables you to look at the item lines and then simply click Approve or Reject.

The failed correctness check indicates the Tax Classification Code was not correctly selected during checkout. Your requisition will now be listed as incomplete.

To rectify this problem you need to re-checkout the requisition and ensure the tax classification code is properly selected. Refer to the detailed document below for information on how to do this.

Detailed Document: Requisition Failed Correctness Check - How to Resolve this issue

Yes, otherwise the invoice will go on hold. Ensure you only receipt what you have received!

This is due to a timing difference between the system generated notification emails advising you that the requisition has approved and the subsequent purchase order/s have approved. The email can be ignored as it is has no impact on the requisition or order.

Yes, you can personalise your screen so that it only shows orders after a certain date. Refer to the detailed document on how to set this up.

No. If the order is to a marketplace supplier it still transmits electronically and non-catalog orders will print based on your personal profile automatically. Only if you go back and re-print the order will it go to PDF.

If the PO has not yet been receipted and no invoice has been matched then you can amend the tax code, cancel a line and cancel an order, you cannot amend an account code. Once receipting has taken place then amendments to codes, whether tax or account will need to be amended at the AP stage.

If the PO has not yet been receipted and no invoice has been matched then you can amend the tax code, cancel a line and cancel an order, you cannot amend an account code. Once receipting has taken place then amendments to codes, whether tax or account will need to be amended at the AP stage.

Refer to detailed guidance Buyers Work Center: Amending Purchase Orders.

You can only add a line to an approved Non-Catalog purchase order. Do not add a line to an approved Marketplace Order as the revised version does not transmit to the supplier, and as a result it causes significant problems when the supplier electronically or manually submits the invoice.

Refer to the Buyers Work Centre: Adding a Line to a Purchase Order detailed document for instructions.

You can only amend the tax code of an order if it has not been receipted and/or matched to an invoice. Once you have found the order, click ‘Update’ then select ‘Change Amount’ from the Actions drop down list and click ‘Go’. Then select ‘Manage Tax’ from the Actions drop down list and click ‘Go’. This will display the tax screen ,where you then click on ‘Additional Tax Information’rsquo;. Detailed guidance available Buyers Work Centre: Amending Purchase Orders.

You will need to amend each line if the tax code is incorrect.

No, not once an order has been approved. If it is incorrect, and the items have not yet been receipted or matched to an invoice, you could cancel the order and raise another one. Refer to detailed guidance Buyers Work Centre: Amending Purchase Orders.

Yes, once you have found the order, drill down on the order number and click ‘Update’. This will enable you to update the description field, save and then submit again to ensure the status is approved, reserved.

This is mainly due to the order being re-approved in a financial month different to when it was originally raised. Refer to detailed guidance Amending the GL date for a previously approved order.

You need to query the order via the Buyers Work Centre. Once you have clicked on the order number, click ‘Update’ and this will enable you to enter information in the note to supplier fields under the Instruction Notes section. Save your work and submit to ensure the status of the PO is approved, reserved.

Refer to detailed guidance Buyers Work Centre: Amending Purchase Orders

When cancelling a line, once you have entered a reason and a note to supplier you can select the communication method as Print, as long as you have done personal profile set up, otherwise follow instructions on re-printing.

If you are wanting to add a line to an order for a replacement product due to the original item no longer available, then please cancel the original line/order and raise a new requisition for the replacement item. Advise the supplier that you are cancelling the original line/order and that a replacement order will be sent.

Refer to detailed guidance Buyers Work Center: Amending Purchase Orders.

After making changes to a purchase order in the Buyers Work Centre, depending on your approval limit, you may need to get the purchase order re-approved.

Refer to the Buyers Work Centre: Forwarding a Purchase Order for Approval detailed document for instructions.

This can only be done through the Buyers Work Centre. Follow the guidance on Buyers Work Centre: Amending Purchase Orders and instead of selecting ‘cancel’ you would select ‘close’.

Yes if the invoice was not matched to the order, but once it is finally closed then it cannot be opened again. If it is simply an order raised in error and not yet receipted you can cancel it.

No, as the only sorting on coding is on the Distributions tab and add in a project field and it will then display all orders coded to that project.

You can enter the colleagues name in the Buyer field and any other relevant search fields can also be used.

The request list will store all the request that you have run on the system, as each request, whether it be a report, print of an order will have a unique request ID given to it by the system.

Refer to detailed guidance Buyers Work Centre: Re-printing orders. When raising a non-catalogue requisition the purchase order will automatically approve as long as personal profile of the final approver has been completed. Refer to guidance on Buyers Essential Setup: Personal Profiles.

If you navigate to Buyers Work Centre, click on the Requisitions Tab. This will display requisitions to autocreate however towards the top right of the screen there is a link called ‘Summary’. Click on the link and you can then search requisitions. Detailed guidance is available ‘Buyers Work Centre: Searching’ page 5.

Yes you can, Detailed guidance is available ‘Buyers Work Centre: Personalization’.

Please don't use these icons as it is for functionality we don't have within the University set up of iProcurement.

Yes, follow the guidance document titled 'Buyers Work Centre: Amending Purchase Orders'

This is usually due to the order being stuck in the system. Please contact the helpdesk hub on 65101 who will provide you with guidance.

Yes but only if the status of the purchase order is In-Process or Pre-Approved. However, due to the way the University is configured for iProc it is not often you will have a purchase order with this status.

You would need to navigate to the shipments tab, click on the details icon, input the grant code, apply and then save. It should then pull through to the Distribution tab. You can only amend a GL code on the Distribution tab.

Yes it can, if you naviagte to Personalize and add in the field of Requester, then navigate to the bottom of the screen where you will need to add in an additional search field e.g Ship To and, apply and apply again. When you are back at the autocreate screen select your new view and it will display the requester field as well.

No, if you want to see whether any notes have been added either at cart or line level then you will need to click on the requisition number. At the top of the screen there is 'Header Attachments' where you can click on and view any notes added at cart level. In addition, at the bottom of that screen there is an attachment section where you can view attachments entered at line level.

No, I have had a look at the personalize screen and there is nothing in there to suggest a tax field.

To view tax on a requisition line you would need to click on the requisitioner number and on the left side of the screen half way down there is a Tax Info field, which you can then click on to review the tax code for that line.

No as it misses out step 4 which is the output as the only option is print and to PDF.

The request list will store all the request that you have run on the system, as each request, whether it be a report, print of an order will have a unique request ID given to it by the system.

Refer to detailed guidance Buyers Work Centre: Re-printing orders. When raising a non-catalogue requisition the purchase order will automatically approve as long as personal profile of the final approver has been completed. Refer to guidance on Buyers Essential Setup: Personal Profiles.

Yes it is. You can use the search facility if you are wanting to look for something specific.

This indicates that Science Warehouse who maintain our Marketplace has encountered a problem, not your PC. Please contact the CUFS helpdesk on 65999 and advise them. There is no need to take a screenshot.