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. On the Mountaineer Marketplace home page, locate the PCPS Automated Forms region and click the Direct Payment form.
  3. Click Supplier Search to find the supplier.  (Please be patient; this search can sometimes take up to ten seconds.)
    1. If the supplier is listed but is inactive (red X next to the name), exit the Direct Payment form. From the Supplier Request Forms region on the Mountaineer Marketplace home page, complete “Update an Existing Supplier.”

    2. If the supplier is not listed at all, exit the Direct Payment form. Locate the Supplier Request Forms region on the Mountaineer Marketplace home page. Complete the appropriate New Supplier form (WVU Employee or non).

    3. After the supplier has been registered, you will receive a notification in Mountaineer Marketplace. You can then return to complete the Direct Payment form. (To receive an email notification, make sure you have the Supplier Management email notification turned on in your profile in Mountaineer Marketplace. View the instructions for Notification settings.)
  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.
    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 in the Available Actions region. It will become a shopping cart.
    1. To continue completing the same form but with different information, in the Available Actions region in the upper right corner, choose Save to Cart and Add Another Item. Complete another Direct Payment form for a different payment.
  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. You can view the routing path in the PR Approvals tab in the Checkout 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
Tue 6/1/21 11:23 AM