Internal Transfer Form in Mountaineer Marketplace

Overview:

These instructions show you how to complete the Internal Transfer form to transfer funds within the same bank account or pay another WVU department for goods and services.

Resources:

Instructions:

  1. Access Mountaineer Marketplace.
  2. In the lower right corner of the Mountaineer Marketplace landing page, click the icon for Paying an Invoice and then the icon for Internal Transfer.
  3. Choose the Supplier who will be paid for the good or service provided.
  4. Complete all bold fields.
    • Product Description: Description of the internal transfer request.
    • Goods Recd Date: The date you received the goods or services. If you do not have this date, enter the date you are submitting the form.
    • Grant?: Select 'Yes' only if any of the account you are requesting the transfer to or from is a grant.
  5. Enter the full account number of the account being credited. If you are using this form to pay another internal department, enter only the credit amount, and not the full account number. 
  6. To submit your form, choose Add Item and Close Form in the Available Actions region. It will become a shopping cart.
    Note: To continue completing the same form but for a different internal transfer, in the Available Actions region in the upper right corner, choose Save to Cart and Add Another Item. Complete another Internal Transfer form for a different payment.
  7. 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. Optionally, enter the account(s) that will pay for the transfer.
      3. Optionally, add a comment to the approver and/or the buyer.
      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 is displayed. Click the requisition number in this message to return to the requisition to see the routing path in the right panel of the requisition.
        2. Assign Cart: This is a means of collaborating with another employee on a purchase before submitting the requisition for approvals.

Details

Article ID: 49581
Created
Tue 3/6/18 10:53 AM
Modified
Tue 11/16/21 4:44 PM