Purpose: This guide helps ESM Consumer Role™ users create a requisition for items available in a supplier catalog.
Before you begin:
1) You are logged into ESM Purchase™ ESM Consumer Role™.
2) The item to purchase is available in the ESM Purchase™ ESM Consumer Role™ catalog.
3) You know the GL Acct Code to charge and your Ship To / Bill To Locations.
Steps — Searching and Adding Items
1. From the landing page, select The Store in the left navigation bar.
2. Select a catalog to order from in the Catalog section.
3. A pop-up of the customer website will open.
4. Find your item, enter the Qty, and select Add to Cart.
5. Select the supplier's checkout or transfer button (labeling varies by supplier) to transfer your items back to ESM Purchase™.
6. The pop-up window will close and the cart counter (top-right) in ESM will update.
| CAUTION Watch out for: Only items and catalogs from contracted suppliers appear in The Store. If your item is not here, submit it as a Non-Catalog Purchase (see Creating a Non-Catalog Purchase (Manual Entry)). |
Steps — Submitting Your Request
1. Before selecting Submit, confirm all fields in the checklist below:
| Field | What to Do |
|---|---|
| Item Name | View the product being purchased |
| Ship To Location | Confirm your delivery address or select a different one. |
| Bill To Location | Confirm your billing address or select a different one. |
| GL Acct Code | Enter the GL Acct Code to charge. Budget impact updates in real time. |
| Fiscal Date / Need-By Date | Confirm or adjust the dates. |
| Quantity | Adjust as needed. Total and budget impact update automatically. |
2. Select Submit to route the requisition through the approval workflow.
| CAUTION Watch out for: You cannot edit a requisition after it has been submitted. If changes are needed, contact your approver to reject it back to you for revision. |
Figure 1: New Request screen
Using Shopping Lists
Figure 2: Shopping List in Quick Buy carousel — select Buy Shopping List to add all items to cart
Shopping Lists group related items for repeat purchases. To use a saved list:
1. From the Quick Buy carousel, select your Shopping List tab.
2. Select Buy Shopping List to add all items to your cart at once.
3. Continue with the Steps — Submitting Your Request section above to check out.
| NOTE ✓ You're done when: Your requisition appears in the Recent Transactions card with a Submitted or Pending Approval status. |
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