A Guide to Raising Requisitions for Oligos

Transcription

1 A Guide to Raising Requisitions for Oligos Version: 1.0 Page 1 of 32

2 Table of Contents Before you start... 3 Raising standard oligos using the module on Science Warehouse... 4 Raising Oligo requisitions via CSV file upload using the module on Science Warehouse Raising complex Oligo requisitions using the punch-out facility on Science Warehouse to the Sigma website Version: 1.0 Page 2 of 32

3 Before you start What is covered? The following notes illustrate how orders for complex oligos, including dual probe, SiRNA and RNA oligos, multiple complex oligos, well plates and peptides can be placed via the Marketplace within iprocurement. There is no longer a need to raise a stand order on CUFS. Instead, users can link to the Sigma website via the Oligo module within the Marketplace. From here they will have all the functionality of the Sigma website to configure their oligos, before returning the items to the Marketplace and then iprocurement. This process will mean that all Oligo orders sent to Sigma via the marketplace can now be e-invoiced in the same way as catalogue orders. This is basically a five-step process. Log on to the Marketplace Oligo module Links to Sigma website Specify Oligo(s) required Transfer oligos back to Marketplace shopping basket Transfer items to iprocurement and check out If you haven t ordered from Sigma previously If you have not ordered from Sigma previously, you may receive an order rejection message the first time you place a marketplace order or use a new departmental location. The order is not actually rejected, but on hold on the Sigma system whilst they complete their setup. You will receive a confirmation when the order has been processed. If you do not receive a confirmation message after one day, then please telephone the purchasing helpdesk on Ext and we can follow this up for you with Sigma. Do not fax the order to the supplier until it has been investigated. Alerts to ignore Oligo orders are marked as off-catalogue within Science warehouse. This generates an automatic alert to users as non-catalogue lines can include pricing discrepancies, discontinued catalogue items etc and this gives early warning of a potential problem. It is anticipated that Science Warehouse will at some point refine their system to prevent its generation but in the interim users should ignore these messages in relation to oligo orders. Version: 1.0 Page 3 of 32

4 Raising standard oligos using the module on Science Warehouse The Oligo module enables you to enter details of standard Oligos you wish to purchase, compare prices from multiple suppliers and place orders via iprocurement. Accessing the Oligo module Navigate to: iprocurement responsibility Click on the University of Cambridge Marketplace Link 1. Once you click on the Marketplace link the following screen will display. Version: 1.0 Page 4 of 32

5 2. Click on Oligos from the home page. 2. The screen below will display. There are 3 options for ordering oligos via Science Warehouse. 3. Click on Create new oligo. Version: 1.0 Page 5 of 32

6 Specifying a new oligo There are 5 main steps involved with specifying a new oligo within Sigma s website. 4. To complete the Oligo Sequence field enter the relevant base codes. This can be done either by: typing your sequence directly into the Oligo sequence field; or by clicking on the base codes from the table below. It is not case sensitive and there is no need for spaces between the codes. 5. Do you require any internal modifications? YES: then click on the Internal modifications button and follow the instructions in the box overleaf NO: click on Next and proceed to Purifications (step 6) Version: 1.0 Page 6 of 32

7 Internal Modifications If you have chosen to specify internal modifications this screen will display. Choose the internal modification required add any additional specifications click on Next. 6. Available Purification options are indicated by a green tick. Version: 1.0 Page 7 of 32

8 Click on the row to select the relevant Purification. Once selected the item will be highlighted and bold. Click on Next. 7. Click on the row to select the relevant 5 Modification. Available options are indicated by a green tick. The selected item is highlighted in bold. Click Next 8. Available options for 3 Modifications are indicated by a green tick. Select the relevant modification by clicking on a row, which will then be highlighted in bold. Click Next. Version: 1.0 Page 8 of 32

9 9. Enter an Oligo name and the researcher name if this is not you. Indicate the scale required. Version: 1.0 Page 9 of 32

10 10. Review and Save the oligo. 14. The oligo can now be priced. Click the Pricing button. Version: 1.0 Page 10 of 32

11 Pricing Oligos 11. Prices will show with the names of the supplier who can provide this oligo specification. Version: 1.0 Page 11 of 32

12 5. Check the supplier required and then click on Finalise. 16. Add the item to basket. 17. Click on Checkout to return to iprocurement. Version: 1.0 Page 12 of 32

13 18. Click on Checkout to complete your requisition and follow the normal procedures for checking out as per the iprocurement manual. Version: 1.0 Page 13 of 32

14 Raising Oligo requisitions via CSV file upload using the module on Science Warehouse Navigate to: iprocurement responsibility Click on the University of Cambridge Marketplace Link 1. Downloading the spreadsheet template a) Once you have clicked on the Marketplace link, click on the Oligo button. b) You will need to download the spreadsheet template and save this before you start the requisition process. c) The following screen will open and you will be prompted to save the file. Version: 1.0 Page 14 of 32

15 d) The spreadsheet contains a space for you to enter your oligos and also some guidance notes. NB: The notes must be deleted before the file can be uploaded. e) This is what the file looks like when it is ready for upload. It must be saved as a CSV file. The modifications should be built into the sequence in square brackets, hence if a value is at the start of the sequence it is taken to be the 5' mod, at the end it will be the 3' mod and in the middle will be an internal mod of the code preceding the bracket. Version: 1.0 Page 15 of 32

16 2. Uploading your template and raising the requisition. a) From the home page of the marketplace, select Oligos. b) The screen below will display. c) There are 3 options for the Science Warehouse module. Click on Upload from csv file. d) Click on Browse to find your csv file. Then click on Upload. Version: 1.0 Page 16 of 32

17 e) The results of the upload will be shown as follows: f) Click on Pricing. Version: 1.0 Page 17 of 32

18 g) The supplier pricing will be displayed for each Oligo. Tick the item you wish to select and click on Finalise. h) Click Add items to basket. Note that oligos may only be ordered in quantities of one. Version: 1.0 Page 18 of 32

19 l) Click Checkout from the Marketplace. i) Click on Checkout to complete your requisition and follow the normal procedures for checking out as per the iprocurement manual. Version: 1.0 Page 19 of 32

20 Raising complex Oligo requisitions using the punch-out facility on Science Warehouse to the Sigma website The Oligo module on the marketplace enables you to enter details of standard Oligos. If you wish to order complex oligos such as SiRNA, dual probe, well plate and peptides etc. then you will need to use the punch-out facility on the marketplace. This is a link in the oligo module which will take you directly to the supplier website, where you can create the oligos you need and then return you to the marketplace so that you can check out as normal and create your requisition. Full instructions for ordering the different type of oligos are available on the supplier website. Sigma also provides a number of templates to download from their website to enable you to upload multiple oligos and these are available via the template link. Pre-Requisite: Ensure you have downloaded and populated the template if you are ordering multiple oligos Responsibility - U.F.S XX: iprocurement Requisitioner/Buyer Navigate Marketplace Oligos Create External Sigma Oligo Version: 1.0 Page 20 of 32

21 1. Once you click on the Marketplace link the following screen will display. 2. Select Oligos from the home page. 3. The screen below will display. Click on Create External Sigma Oligo. Version: 1.0 Page 21 of 32

22 4. The quickest route to the oligo configuration page is to click on the Oligos & Peptides link the centre of the page. 5. You enter oligo specification either singularly or via a template for multiple oligos. Version: 1.0 Page 22 of 32

23 a) Single Oligos i. To enter oligos individually and not from a template click on Oligos and Probes. ii. Select the appropriate option from the choices visible below: Version: 1.0 Page 23 of 32

24 iii. Enter the Oligo name, synthesis scale, sequence and any modifications. Also enter the format, concentration and number of tubes per Oligo. Then Click on Preview Price. iv. The price will be displayed if it is a valid Oligo. You may then Add to cart. If it is not a valid Oligo, no price will be displayed and you will need to change the information and re-price it. Version: 1.0 Page 24 of 32

25 v. The screen will return to the blank form, but the cart will appear in the top right hand corner of the screen and show the no of items you have added. vi. Click on Cart to display it in full. Version: 1.0 Page 25 of 32

26 vii. If you are happy with the item, click on Checkout to return to the marketplace in iprocurement. viii. Unless you want to add other items from the Marketplace, click on Checkout to return the iprocurement shopping cart screen. Version: 1.0 Page 26 of 32

27 ix. Click on Checkout to complete your requisition and follow the normal procedures for checking out as per the iprocurement manual. B) Oligos from template uploads i. To enter oligos individually and not from a template click on Multiple Oligos Copy/Paste interface for different types of oligos. Version: 1.0 Page 27 of 32

28 ii. The following screen will display. Select the product you are uploading from the drop down list. Leave the File Format as Tab Delimited. iii. Copy the oligo information from the spreadsheet template, which is available from the Sigma website. Version: 1.0 Page 28 of 32

29 iv. Paste the information into the web form. v. Click on Preview Price. vi. The prices will be displayed if they are valid oligos. You may then Add to Cart. If they are not a valid Oligo, no prices will be displayed and you will need to change the information and re-price them. Version: 1.0 Page 29 of 32

30 vii. viii. The screen will return to the blank form, but the cart will appear in the top right hand corner of the screen and show the number of items you have added. Click on Cart to display it in full. ix. If you are happy with the items, click on Check out to return back to the Marketplace. Version: 1.0 Page 30 of 32

31 x. Unless you want to add other items from the Marketplace, click on Checkout to return back to iprocurement. xi. Click on Checkout to complete your requisition and follow the normal procedures for checking out as per the iprocurement manual. Version: 1.0 Page 31 of 32

32 Other customised products Sigma also provides a range of other customised products, including: Well plates SiRNA RNA Duel probe oligos Peptides Speciality primers. They are all available via the marketplace punch-out and follow similar a similar ordering process to the above. Instructions and templates are available on the Sigma website. Should you need to order complex Oligos from suppliers other than Sigma, then you will need to raise a Non-Catalog order through the iprocurement module. Lifetech has its own website which allows you to create an account to build Oligos similar to Sigma punchout. The main difference is it is not linked directly to CUFS, so ascertain the price of the Oligo through Lifetech s website and then place a non catalog order using this information. Version: 1.0 Page 32 of 32