Reviewing and Approving a Mountaineer Marketplace Requisition as an Approver

Overview:

These instructions show you how to review requisitions submitted to you. 

Resources:

Approving a requisition within Mountaineer Marketplace:

  1. Access Mountaineer Marketplace.
  2. Within Mountaineer Marketplace, click the flag in the upper message panel.
  3. In the Action Items area, choose one of the two types of requisitions:
    1. My assigned Approvals: requisitions you assigned to yourself to review/approve.
    2. Unassigned Approvals: requisitions submitted to the SBA.
  4. Click the triangle for one of the folders to expand and view a list of the requisitions.
    1. SBA: shopper provided all or partial funding account.
    2. Acct Code Assign: shopper provided no funding information.
    3. GRANT Approval: the funding source is a Grant.
  5. Click the requisition number to view requisition details.
  6. Within the requisition, click any tab to navigate to a section.
  7. Click Go (adjacent to Assign to myself).
  8. Make any necessary edits. If the account information is incomplete, you will need to complete it before approving.
  9. In Available Actions, click the dropdown arrow to view choices.
  10. To approve the requisition, click Approve/Complete & Show Next or Approve/Complete Step.

Approving a Requisition From an Email:

  1. View emails from pcpshelp@mail.wvu.edu.
  2. Scroll within the email to view details about the purchase.
  3. Click Take Action.
  4. In the browser window that opens, scroll to the Actions area. Enter the Approval Code you established.
  5. Click one of these options.
    • Approve
    • Return to Shared Folder.
    • Return to Requisitioner.
    • Forward to...
    • Reject/Cancel
  6. A message verifies that your action was successful.

Details

Article ID: 49022
Created
Fri 2/23/18 10:47 AM
Modified
Thu 7/22/21 10:56 AM