Purpose: This guide helps ESM Consumer Role™ users re-order recently or frequently purchased items using Quick Buy.
Before you begin:
1) You are logged into ESM Purchase™ ESM Consumer Role™.
2) Items to re-order are available in the Quick Buy carousel (My Recent Items, My Frequent Items, Frequent Items, or My Favorites).
3) You know the GL Acct Code to charge.
Steps — Creating a Quick Buy Request
Figure 1: Quick Buy carousel — select your tab to locate items
1. From the landing page, select the Quick Buy carousel at the top of the screen.
2. Select the tab for the items you want: My Recent Items, My Frequent Items, Frequent Items, or My Favorites.
3. Locate your item and select Buy.
4. On the item details screen, confirm or update the following fields:
| 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. |
Figure 2: Quick Buy item details screen — confirm fields before submitting
5. If splitting costs across multiple budget lines, select multiple Account Codes and assign a percentage. All splits must total 100%.
6. Review the real-time budget impact displayed below the Account Code field.
7. Select Submit to route the requisition through the approval workflow.
| CAUTION Watch out for: A budget overspend warning appears if the account code has insufficient funds. Depending on [Institution]'s configuration, the transaction may be blocked or re-routed for additional approval. Contact the Finance office with questions. |
| NOTE ✓ You're done when: Your requisition appears in the Recent Transactions card with a Submitted or Pending Approval status. |
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