Direct Payment Form in Mountaineer Marketplace

Overview:

These instructions show you how to complete the Direct Payment form to pay an invoice off of the Essential Service policy listing other than a lease payment, utility payment, or purchases that require purchase orders.

Resources:

Instructions:

  1. Access Mountaineer Marketplace.
  2. In the lower right corner of the Mountaineer Marketplace landing page, click the icon for Paying and Invoice and then click the icon for Direct Payment form.
  3. Click Supplier Search to find the supplier.  (Please be patient; this search can sometimes take up to ten seconds.) Verify according to the supplier registration instructions that you can proceed completing this form.
  4. When the supplier name is displayed, click Select.
  5. After you select the supplier, the Remit to address information populates.
  6. Complete all bold fields.
    1. Product Description: Description of the refund purpose.
    2. Supplier Inv #: Enter the number from the supplier's invoice. If the invoice does not contain a number, create one using the state's guidelines.
      1. Professional Dues and Memberships: 0463 plus the individual's last name and the four-digit year of the beginning year of the dues period.
      2. Non Professional Dues and Memberships: 0463 plus the invoice date. If the invoice has no date, use the date the invoice was received by WVU.
    3. Invoice Date: Enter the date on the supplier's invoice.
    4. Goods Recd Date: The date you received the goods or services.
    5. Amount: The total amount of the payment.
  7. To submit your form, choose Add Item and Close Form and Go in the Available Actions region. It will become a shopping cart
  8. After submitting, a shopping cart is created for this form. You may choose Assign Cart or Proceed to Checkout:
    1. Assign the Cart: This is a means of collaborating with another employee on a purchase before submitting the requisition for approvals.
      1. Identify a shipping address.
      2. Attach the invoice to the shopping cart.
      3. Optionally, enter the account(s) that will pay for the purchase.
      4. Click Submit Requisition or Assign Cart.
        1. Submit Requisition: Your shopping cart becomes a requisition and will automatically route for electronic approvals based on WVU compliance rules.  A confirmation message containing the requisition number will be displayed. Click this number to return to the requisition. You can view the routing path in the panel on the right side of the screen.
        2. Assign Cart: This is a means of collaborating with another employee before submitting the requisition for approvals.
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Details

Article ID: 49493
Created
Fri 3/2/18 4:48 PM
Modified
Mon 11/15/21 9:07 AM