CatBuy Preparer Training Course

Transcription

1 CatBuy Preparer Training Course Section II UC Merced 5200 N. Lake Road Merced, CA Please retain and keep available for your reference. CatBuy Training Course

2 Section II The CatBuy Shopping Engine Page I. Creating A CatBuy Catalog Shopping Cart A. Create B. Browse Catalog Search Parameters Keyword/Manufacturer/Part Number/Supplier Group By/Sort By Shopping Cart Name C. Shopping Cart Parameters Verify Current Shopping Cart Submit Workshop 3 6 Creating A Single Item Catalog Shopping Cart D. Shopping Cart Details UC Details Item Details Item FAU Distribution Workshop 4 27 Creating A Multiple Vendor Catalog Shopping Cart E. Closing A Shopping Cart F. Editing A Shopping Cart Workshop 5 32 Editing A Catalog Shopping Cart 2 CatBuy Training Course

3 Section II The CatBuy Shopping Engine [Continued] II. CatBuy Special Requests Page A. Additional Classes of Orders 1. Agreement Releases [Class of Order A] 2. Departmental Repair Authorization [DRA Class of Order D] 3. Blanket Requisition [Class of Order J] 4. Educational Media [Class of Order M] 5. Low Value Orders [LVO - Class of Order N] 6. Purchase Requisition [Class of Order R] 7. Travel Direct Payments [Class of Order T] 8. Special Items [Class of Order X] 9. Regular Vendor Shopping Carts B. Vendor Search Parameters Workshop 6 47 Processing A Regular Vendor Purchase C. Fax Purchase Order D. Check Requests and Reimbursements E. One Time Payee Vendors Workshop 7 54 Processing A One Time Payee Check Request F. Special Request Additional Information 3 CatBuy Training Course

4 Workshop Format All workshops have the following basic format: General information and instructions for the workshops are contained in paragraphs such as this one and in bulleted paragraphs. Bulleted paragraphs usually provide: Examples or - Alternatives Headings are used to orient you to CatBuy screens or process names. Workshop Instructions 1. Instructions for selecting icons and buttons or entering data are contained in numbered paragraphs. 2. Data input will be indicated with CatBuy screen images. 4 CatBuy Training Course

5 The workshops are designed to help you become more comfortable using CatBuy. As with all systems, you will need to use the system in your office to build experience and confidence. NOTE: Special notes about the process, messages on the screen or other important points are contained in an indented note paragraph such as this. HINT: Hints or reminders are contained in indented, italicized paragraphs. 5 CatBuy Training Course

6 Workshop 3 Creating A Single Item Catalog Shopping Cart In this workshop, you will use CatBuy to create a single item catalog order from one of the CatBuy vendors utilizing the Search Catalog options. Create Catalog 1. Locate the Create Menu in the Orders section 2. Select Catalog Orders The Catalog web page appears and automatically defaults to the Catalog button. The Home, Help and Log Off icons appear at the top of the web page along with your User Name and Organization. In addition to the Catalog button you will find the Favorite Items and Shopping Cart buttons. You may create a shopping cart by using the Search Criteria or the Browse Catalog option. 6 CatBuy Training Course

7 Search Criteria You may search the catalog by Keyword, Manufacturer, Part Number and/or Supplier. You may also utilize the Group By and Sort By options. 3. Position the cursor in the Keyword field and type toner 4. Click on the Find button 7 CatBuy Training Course

8 Sorted Results CatBuy will then display all items that match the search criteria. The results will display up to 25 items on each web page. A maximum of 500 items will display in the CatBuy Sorted Results. The fields that display in the Sorted Results include Quantity, Item Description, Manufacturer, Manufacturer Part Number, Supplier, Supplier Part Number, Order Price [and Unit Of Measure] and Actions. 5. Click on the Sort By drop down icon 6. Select Price 7. Click on Find CatBuy will reorder the items in the Sorted Results by price. You may use the Pagination icons to display the First Page, Previous Page, Next Page and Last Page. 8. Click on Last Page icon CatBuy advances you to the last page of the Sorted Results. 9. Locate the HP Color LaserJet toner 8 CatBuy Training Course

9 10. Click on the Add to Favorite Items icon You will now receive the CatBuy message The item was successfully added to the Favorite Items List. 11. Click on OK 12. Position the cursor in the Quantity field of the item you wish to purchase and type Click on the Add Item to Shopping Cart icon in the Actions field 9 CatBuy Training Course

10 Shopping Cart Details The UC Details web page appears with all of your default settings. 14. Enter Toner in the PAN Subject field and verify that all of the remaining required data has been entered in for this transaction 15. Click on Save/Close You will return to the Catalog web page. Creating A Shopping Cart Name We will now name the shopping cart for future reference. 16. Go to the Status Bar at the bottom of the web page and select [highlight] the information in the Shopping Cart Name field 17. Type in Toner as the name of your Shopping Cart 10 CatBuy Training Course

11 18. Click on the Save Shopping Cart Name icon You may enter in up to fifty [50] characters in the Shopping Cart Name field. 19. Click on the Shopping Cart button 11 CatBuy Training Course

12 Shopping Cart The Shopping Cart web page appears. 20. Click on the Item Description for the HP Color LaserJet Toner 12 CatBuy Training Course

13 Item Details The Item Details web page displays. This web page includes the Item Description, Manufacturer, Supplier, Supplier Part Number, Supplier Part Number Extension, Manufacturer Part Number, Increment Quantity, Minimum Order Quantity, Order Price, Unit of Measure and Comparable Price. Many items also include the Display options which may include Picture, Website, etc. 21. Click on Close 22. Click on the UCLA Product Commodity Description icon 13 CatBuy Training Course

14 UCLA Product Commodity Description The UCLA Product Commodity Description web page displays. This web page includes the UNSPSC Code, Product Commodity Description and UCLA Sub/Object Code. 23. Click on Close 24. Click on the Preview Submit button 14 CatBuy Training Course

15 Preview Submit The Preview Submit web page appears. This web page includes all of the detail information that will appear in the approved Purchase Order. 25. Click on Close 15 CatBuy Training Course

16 You are returned to the Catalog Shopping Cart web page. 26. Click on the Review Distributions button 16 CatBuy Training Course

17 Review Distributions The Review Distributions web page appears. This web page includes the Full Accounting Unit [FAU] data at the Header level as well the distribution for each line item. 27. Click on the Close button 17 CatBuy Training Course

18 You are returned to the Catalog Shopping Cart web page. 28. Click on the Submit button 18 CatBuy Training Course

19 Order Successfully Submitted You will now receive the CatBuy message Order Successfully Submitted. The dialog box also includes the Supplier Name, Vendor Number and PO Number. 29. Click on OK We will now view the Shopping Cart information and the CatBuy Order Number assigned to your transaction. 30. Locate the Actions Menu in the Orders section 31. Select Existing Shopping Carts 19 CatBuy Training Course

20 Shopping Cart Status The Shopping Cart Status web page appears. The search criteria on this web page includes Sort By, Filter By Shopping Cart Name, Filter By Status, From Date and To Date. The Actions icons that appear on this web page are Edit, Copy, History, Approval Map, Cancel, Forward, Delete, Print and Personal Template. 20 CatBuy Training Course

21 32. Click on the Expand icon The CatBuy System will expand the data to include the Shopping Cart Total, Item Description, Quantity, Unit Of Measure, Unit Price, Manufacturer and Part Number. 33. Click on the Collapse icon You may also use the Expand icon to view several shopping carts consecutively. 34. Position your cursor on the Orders menu 35. Select My Orders in the Actions section 21 CatBuy Training Course

22 Order Summary/Change Order The Order Summary/Change Order web page appears. The system defaults to your Department Code and LogOn ID. The system also defaults to orders within the past thirty [30] days. The search criteria on this web page includes Order Number, Filter By Vendor Number, From Create Date, To Create Date, Filter By Authorization ID and Sort By. 36. Click on the cursor on the Actions Help icon 22 CatBuy Training Course

23 The Actions Icons web page appears. The Actions icons that appear on this web page are 37. Close the Actions Help web page The fields of information that appear on the Order Summary/Change Order web page are Order Number, PAN Subject, VCK [Vendor Control Key] Vendor Name, Posted, Requester, Status, Order Amount, PO Date and Auth Date. We can now view the order data information and PO Number assigned to your transaction. 38. Position your cursor on the Order Number 39. Click on the PO Number 23 CatBuy Training Course

24 Order Detail Inquiry The Order Detail Inquiry appears beginning with the Order Header data. You now have access to all of the details associated with this transaction. We will discuss each of these options in more detail during this class. 24 CatBuy Training Course

25 Purchase Order [PO] Number The PO Number uniquely identifies an order to CatBuy. The format is DDDD C NNNNN SS DDDD = Department Code C = Class of Order NNNNN = Order Sequence Number The first position indicates the fiscal year according to the following codes N = FY 10/11 J = FY 07/08 M = FY 09/10 H = FY 06/07 K = FY 08/09 G = FY 05/06 SS = Change Order Sequence Number 40. Click on Cancel The original order will always end with 00. This will automatically increment when change orders are created. Congratulations! You have completed Workshop 3! 25 CatBuy Training Course

26 Workshop 4 Creating A Multiple Vendor Catalog Shopping Cart In this workshop, you will use CatBuy to create a multiple vendor catalog order utilizing the Browse Catalog and various Search Catalog options. Creating A New Shopping Cart 1. Click on Catalog Orders The Catalog web page appears and automatically defaults to the Search Catalog button. You will use the drill down method of selecting items utilizing the Browse Catalog options. This will display a list of results based on your selections. 2. Scroll down and click on Office Equipment, Accessories and Supplies 3. Click on Office and Desk Accessories 4. Click on Boards 5. Click on Bulletin Boards or Accessories Results The results will display up to twenty five [25] items on each web page up to a maximum of 500 items. You may use the First Page, Previous Page, Next Page and Last Page navigation buttons to display the items. Contract items will appear in the Results color coded in blue or gold. The CatBuy system defaults to display contract items first. You have the option to override this default. Non contract items are color coded to appear in gray or white. 6. Click on the Last Page icon 26 CatBuy Training Course

27 7. Select the Quartet Enclosed Cork Bulletin Board by clicking on the Item Description Item Description The Item Description appears for the item you have selected. This information includes a detailed description along with a picture of the item. 8. Click on Add Item to Shopping Cart icon in the Actions field UC Details The UC Details web page appears with all of your default settings. 9. Verify that the Display this section only when Sub Object changes button is selected 10. Verify that the Display this section only when the vendor changes button is selected 11. Verify that the Class of Order is F This is the order class for CatBuy purchases from contract suppliers/vendors. 12. Verify that CatBuy has automatically entered in the Base Agreement Number 13. Enter Office Supplies in the PAN Subject field 14. Click Save/Close You will return to the Item Description web page. 15. Click on Close Catalog You will return to the Catalog web page We will now use the Keyword and Supplier fields 27 CatBuy Training Course

28 16. Position your cursor in the Keyword field and enter Wilson Jones Blue Binders 17. Click on the search icon for the Supplier field 18. Select OfficeMax 19. Click on Sort By and select Price 20. Select on All Categories 21. Click on Find Results The results will display. 22. Position your cursor in the Quantity field for the Wilson Jones D-Ring Binders and enter Click on Add Item to Shopping Cart icon in the Actions field The UC Details screen does not display because the Sub Object codes and Vendor has not changed. Notice the line item count in the Status Bar at the bottom of the web page. 24. Click on Reset We will once again use the Keyword and Supplier fields. 25. Position your cursor in the Keyword field and enter Kimwipes 26. Click on the search icon for the Supplier field 27. Select Fisher Scientific 28. Click on Find 28 CatBuy Training Course

29 Results The results will display. For this exercise we are to order three [3] cases of Kimwipes. 29. Position your cursor in the Quantity field for the kimwipes and enter Click on Add Item to Shopping Cart icon in the Actions field UC Details The UC Details web page appears with all of your default settings. Review the information and verify that the object code has been entered in by the CatBuy system. 31. Enter 4700 in the Object Code field 32. Verify Class of Order and Base Agreement Number 33. Verify the information in the PAN Subject field 34. Click on Save/Close You will return to the Catalog web page. 35. Verify your Line Item Count total and your Requisition total 36. Click on Reset 37. Position your cursor in the Part Number field and enter kv13a 38. Click on Find Results The results will display. 39. Verify the Item and Part Number 40. Position your cursor in the Quantity field for the gloves and enter CatBuy Training Course

30 41. Click on the Add Item to Shopping Cart icon in the Actions field UC Details The UC Details web page appears with all of your default settings. 42. Verify Object Code 43. Verify that the Class of Order is U This is the class of order for items in the CatBuy catalog that are not included in the CatBuy contract. 44. Enter Gloves in the PAN Subject field 45. Click on Save/Close 46. Verify the Line Item Count and your requisition total 47. Name the Shopping Cart Office Supplies & Gloves Note: The Shopping Cart Name can be revised prior to Submit. Once the Shopping Cart has been submitted, the Shopping Cart name can no longer be changed. 48. Click on Shopping Cart 30 CatBuy Training Course

31 Shopping Cart The Shopping Cart web page appears. 49. Verify your Shopping Cart Items The Shopping Cart Name web page has four [4] available buttons that include Close, Update Total, Delete All and Submit. 50. Click on the Review Distributions button 31 CatBuy Training Course

32 Review Distributions The Review Distributions web page appears. This web page includes the Full Accounting Unit [FAU] data at the Header level as well the distribution for each line item. 51. Click on the Close button 52. Click on the Preview Submit button 32 CatBuy Training Course

33 The Preview Submit web page appears. 53. Click on the Close button 33 CatBuy Training Course

34 You are returned to the Catalog Shopping Cart web page. 54. Click on Close Congratulations! You have completed Workshop 4! 34 CatBuy Training Course

35 Workshop 5 Editing A Catalog Shopping Cart In this workshop, you will use CatBuy to edit an existing catalog shopping cart. Editing A Shopping Cart 1. Click on Open Shopping Carts The Shopping Cart Status web page appears. 2. Locate the shopping cart entitled Office Supplies and Gloves 3. Select the shopping cart entitled Office Supplies and Gloves by clicking on the button in the first column 4. Click on the Edit icon in the Actions toolbar 35 CatBuy Training Course

36 The Shopping Cart web page appears with the four [4] items previously selected. 5. Click on the Catalog button The Catalog web page appears. Catalog 6. Click on the Supplier Search icon 36 CatBuy Training Course

37 7. Select Lanier 8. Click on the Find button The results will display. 37 CatBuy Training Course

38 Sorted Results 9. Click on the Add to Favorite Items icon 38 CatBuy Training Course

39 You will now receive the CatBuy message The item was successfully added to the Favorite Items List. 10. Position the cursor in the Quantity field and type Click on the Add Item to Shopping Cart icon in the Actions field 39 CatBuy Training Course

40 UC Details The UC Details web page appears with all of your default settings. 12. Review the following table and enter the appropriate object code for this transaction in the Object Code field of the FAU Unit Object Price Sub Code Title Category Less than $ Copying Supplies or Equipment Supplies $200 - $4, Copying Equipment Non Inventorial Equipment $5,000 and over Copying Equipment Inventorial Equipment Note: Please utilize the Object Code search icon to obtain the appropriate object codes for your transaction. 13. Enter 04 in the Sub field 14. Enter 9111 in the Object Code field 15. Enter Copiers in the PAN Subject field 16. Click Save/Close You will return to the Catalog web page. 40 CatBuy Training Course

41 Editing a Shopping Cart Name We will now rename the shopping cart. 17. Go to the Status Bar at the bottom of web page and select [highlight] the information in the Shopping Cart Name field 18. Change the Shopping Cart name to Office Supplies, Gloves and Copiers 19. Click on the Save Shopping Cart Name icon Note: You may enter in up to fifty [50] characters in the Shopping Cart Name field. The Shopping Cart Name can be revised prior to Submit. Once the Shopping Cart has been submitted, the Shopping Cart Name can no longer be changed. Shopping Cart 20. Click on Shopping Cart button The Shopping Cart web page appears Shopping Cart Actions Icons 21. Click on the UC Details icon The UC Details Line Items Details web page appears with all of the Requisition Defaults. 22. Close the UC Details 23. Click on the Line Item Details icon The Line Items Details web page appears with the bill to, ship to and contact information. 24. Close the Line Item Details 41 CatBuy Training Course

42 25. Click on the Item FAU Distribution icon The Item FAU Distribution web page appears with the FAU information. 26. Close the Item FAU Distribution 27. Click on the Preview Submit button The Preview Submit web page appears. 28. Click on the Close button 29. Click on the Submit button You will now receive the CatBuy message Order Successfully Submitted. The dialog box also includes the Supplier Names, Vendor Numbers and PO Numbers. 30. Click on OK We will now view the shopping cart information and the CatBuy Order Numbers assigned to your transactions. 31. Click on My Orders 42 CatBuy Training Course

43 Order Summary/Change Orders The Order Summary/Change Orders web page appears. This web page lists all transactions that matches the indicated criteria. We can now view the shopping cart information and the CatBuy Order Numbers assigned to your transactions. 32. Click on CatBuy Orders in the Actions menu 43 CatBuy Training Course

44 CatBuy Orders The CatBuy Orders web page appears which includes the Sort By, Filter By Buyer Status, Filter By Supplier Status, Filter By Transmission Status, Filter By Order Number, Filter By Order Name, Filter By Supplier, From Date and To Date fields. All Catalog orders will initially have Sent To MarketSite in the Transmission Status field. The Supplier Status will change to Accepted once the Catalog order has been electronically transmitted to the Supplier. We will discuss the other items available on this web page in more detail during this class. 44 CatBuy Training Course

45 Workshop 6 Processing A Regular Vendor Purchase In this workshop, you will use CatBuy to create an order and purchase an item that is not listed in the CatBuy catalogs from a regular vendor utilizing the Special Request web page. Creating A New Shopping Cart 1. Click on Create Special Request The Special Request web page appears with all of your default settings. 2. Verify that the information is correct 3. Click on the Vendor Search icon The Vendor Search web page appears. There are three [3] search options which include Long Name, Short Name and Tax ID. 4. Enter Kinkos in the Search For field 5. Click Search The results will appear. 6. Select Kinko s The Vendor information will automatically be transferred to the Special Request web page. 7. Enter Copies in the PAN Subject field 8. Click on Sub Object Search icon adjacent to the Object field 45 CatBuy Training Course

46 Sub Object Search The Sub Object Search web page appears which includes Sub, Object and Description. 9. Enter 03 in the Sub field 10. Enter Copying in the Description field 11. Click on Search 46 CatBuy Training Course

47 12. Select the Object Code 6030 for Copying Services Note: The object codes that appear in red have been discontinued and are no longer available. We will now concentrate on entering in the line item information. CatBuy will display up to five [5] items on each web page. You may enter in up to a total of 999 items for each Special Request. 13. Type 1 in the Quantity field 14. Verify that UOM - Unit of Measure defaults to EA - each 15. Type in the Unit Price field Note: CatBuy will automatically recalculate the Line Amount based on the Quantity and the Unit Price. 47 CatBuy Training Course

48 16. Enter the following item description. Description Photocopies for CatBuy Class The Item Description field is not case sensitive and you may enter in up to 999 lines of information in this field. CatBuy will automatically convert all of the data to uppercase once it is saved. 17. Verify that all of the information for the special request is entered in and that it is correct 18. Click on Description The Description web page appears with the Spell Check option. 19. Verify the Line Item Count and the Shopping Cart Total in the Status Bar at the bottom of the web page 20. Scroll to the bottom of the Special Request web page and verify the Subtotal and the Total 21. Enter Copies in the Shopping Cart Name field Reminder: You may enter in up to fifty [50] characters in the Shopping Cart Name field. The Shopping Cart Name can be revised at any time prior to Submit. Once the shopping cart has been submitted, the Shopping Cart Name can no longer be changed. 22. Click on Save 23. Click on Preview Submit The Preview Submit web page appears. 24. Click on the Close button 25. Click on the Submit button You will now receive the CatBuy message Order Successfully Submitted. 48 CatBuy Training Course

49 The dialog box also includes the Supplier Name, Vendor Number and PO Number. 26. Click on OK We will now view the shopping cart information and the CatBuy PO Number assigned to your transaction. 27. Click on CatBuy Orders Special Requests Special Requests transactions are not automatically transmitted to the vendor. All Special Request orders must be physically placed with the vendor by system generated fax, telephone, in person, mail, or [if available] web or procedure[s] established with the supplier or vendor. For this workshop we are going to place the order with the vendor by utilizing the faxing capability available in the CatBuy Orders web page. 28. Select the Kinko s orders 29. Click on the Fax icon in the Actions field A Fax can be transmitted for Low Value Orders (N) [CatBuy] Educational Media orders (M) Blanket Releases (A) Low Value Orders (V) [PAC] 49 CatBuy Training Course

50 Fax Order The Fax Purchase Order web page appears with the PO Number already filled in by CatBuy. 30. Enter in Your Fax Number in the Fax to Phone Number field 31. Enter Your Name in the Attention Name field 32. Click on Send 33. Verify the message Fax Sent 34. Click on OK 50 CatBuy Training Course

51 Workshop 7 Processing A One Time Payee Check Request In this workshop, you will use CatBuy to create a check request for an honorarium to a One Time Payee utilizing the Special Request web page. For more information regarding creating One Time Payee transactions, please refer to Chapter 8, Creating Shopping Carts - One Time Payees in the CatBuy Reference Manual. Creating A New Shopping Cart 1. Click on Create Special Request The Special Request web page appears with all of your default settings. Special Request 2. Select X in the Order Class field 3. Type Honorarium in the PAN Subject field 4. Enter 7900 in the Object Code field 5. Type 3000 in the Line Amount field 51 CatBuy Training Course

52 Line Codes The five [5] Line Code options are COM F/N FRT MAT SVS Comments File Notes Freight Materials Services 6. Select SVS in the Line Code field Note: The SVS [Services] Line Code is normally utilized for nontangible items. Tax Codes The three [3] Tax Code options are E I T Exempt Included Taxable 7. Select E in the Tax Code field Note: The E [Exempt] Tax Code is normally utilized for refunds and services and indicates that it is not subject to California Sales Tax. 8. Verify that the Rate field is blank Note: The Rate is blank to indicate that the refund is not subject to California Sales Tax. 52 CatBuy Training Course

53 9. Select N in the Exempt Reason field Note: The N code in the Exempt Reason indicates that the item is nontaxable. 10. Enter the following information in the Item Description field Description Honorarium CatBuy Symposium 2011, 11 May 2011, UCLA Mark Taper Forum You may enter in up to 999 lines of data in the Description field. Description On Check Field The Description On Check field gives you the option of having information printed on the check stub and/or remittance detail regarding the transaction. It is recommended that this information be brief but descriptive, normally indicating who, what, why and where details. 11. Select [ ] the Desc on Chk field Note: It is recommended that you utilize the Description on Check field for transactions such as Conference Registration Fees, Honoraria, Medical Licenses, Reimbursements, Refunds and Participant/Subject Payments. 12. Verify that the information is correct 53 CatBuy Training Course

54 13. Select the One Time Payee button 54 CatBuy Training Course

55 The One Time Payee Info (B10) Details The One Time Payee Info (B10) Details web page appears. The fields that appear on this web page include the Tax ID, Tax Type, CA Resident, US Resident, Payee Name, Address Lines, City, State, Zip Code and Country Code. The button options that appear above the fields of input are Save/Close and Cancel. The tab options that appear at the top of the web page are Requisition Header [C10], One Time Payee [B10], and Header/Lines. 14. Enter in the Tax ID field 15. Click on the box to indicate that Social Security is the Tax Type Note: CatBuy will automatically format the Tax ID based on the Tax Type indicated. 55 CatBuy Training Course

56 16. Click to enter in the CA Resident field [as applicable] 17. Click to enter in the US Resident field [as applicable] 18. Enter your Last Name, First Name in the Payee Name Note: The correct format for the Payee Name field should always be Last Name, First Name with no prefixes [ie, Dr., Mr., Mrs., Ms., etc.] or subtitles [ie, PhD, Esq., etc]. 19. Enter Wilshire Blvd Ste 840 in the Address field Note: No punctuation is allowed in the Address field and all street descriptions and directions must be abbreviated following the US Postal Service listing. 20. Enter Los Angeles in the City field 21. Select California in the State field 22. Enter in the Zip Code field Note: For all foreign addresses the State and Zip Code fields should be blank and the appropriate Country Code should be entered into the Country field. For more information regarding foreign addresses, please refer to the CatBuy Reference Manual. For Non Resident Aliens, please refer to the Glacier Non Resident Alien Tax Compliance System. 23. Click Save/Close For more information regarding the One Time Payee format see 56 CatBuy Training Course

57 This returns you to Special Request web page Please note that Vendor Name for all One Time Payee transactions is B10 Vendor and that the Vendor Number for all One Time Payee transactions is Special Request We are now going to access the Special Request Additional Information web page. 24. Click on the Additional Information icon 57 CatBuy Training Course

58 The Special Request Additional Information web page appears. The Special Request Additional Information This web page gives you the Receiving Required, Delivery Date, Required Date, Mail Check to Department, Check to Department Code, Attention Name, Documentation to AP, FOB Code, 1099 Flag and 1099 Code. Documentation To Accounts Payable [Doc To AP] Codes The two [2] Doc To AP Code options are E I Exception Invoice [or other Required Documentation] 58 CatBuy Training Course

59 25. Select E in the Doc To AP field 26. Select [ ] the 1099 [Income Reportable] Flag? field This indicates that the transaction is income reportable to the IRS. 27. Select 2 [Non University Employees Miscellaneous Income] in the 1099 [Income Reportable] Code field 28. Click on Save This returns you to Special Request web page 29. Verify the Line Item Count and the Requisition Total in the Status Bar at the bottom of the web page Creating a Shopping Cart Name We will now name the shopping cart for future reference. 30. Highlight the information in the Shopping Cart Name field 31. Change the Shopping Cart Name to Honorarium Reminder: You may enter in up to fifty [50] characters in the Shopping Cart Name field. The Shopping Cart Name can be revised at any time prior to Submit. Once the Shopping Cart has been submitted, the Shopping Cart Name can no longer be altered, changed or revised. 32. Click Save 33. Click on the Preview Submit button 59 CatBuy Training Course

60 Preview Submit The Preview Submit web page appears. This web page includes all of the detail information that will appear in the approved One Time Payee Special Request. The vendor information identifies this order as a One Time Payee transaction with B10 Vendor as the Vendor Name and as the Vendor ID. The Payee information is contained in the B10 details and for confidentiality and security purposes the Tax ID is encrypted. 34. Click on Close 35. Click on the Submit button 60 CatBuy Training Course

61 You will now receive the CatBuy message Order Successfully Submitted. 34. Click on OK 61 CatBuy Training Course