Utility Payments Form in Mountaineer Marketplace

Overview:

These instructions show you how to process a utility invoice for WVU-owned/leased space. Before attempting to complete this form, verify that the supplier is properly registered by following these instructions.

Resources:

Instructions:

  1. Access Mountaineer Marketplace.

  2. In the lower right corner of the Mountaineer Marketplace landing page click the icon to Pay an Invoice or Transfer Funds.

  3. Click the icon for Utility and Postage Payment.

  4. Click Supplier Search to find the supplier. (Please be patient; this search can sometimes take up to ten seconds.)

  5. Provide payment information.

    1. Product Description: a description of the utility payment request.
    2. Account Number: the account number listed on the supplier-provided invoice
    3. Supplier Inv #: from the invoice you received from the supplier. If the supplier did not provide an invoice, use the utility bill account number followed by the six-digit MMDDYY of the end date of service. If no service date is provided, use the bill date of the invoice. For summary bills containing multiple accounts/meters, use the bill date
    4. Invoice Date: from the invoice you received from the supplier. If the supplier did not provide an invoice, use the date you are submitting the form
    5. Good Recd Date: the last date of the billing period.
    6. Service Begin Date: the first date of the service period.
  6. Service End Date: the last date of the service period.
  7. Additional Info: If you are not attaching documentation, such as an invoice, please explain why an attachment is not available.

  8. Amount: total amount of the payment, entered as a positive number.

  9. 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 Solicitation Request form but for a different utility payment, in the Available Actions region in the upper right corner, choose Save to Cart and Add Another Item.

  10. After submitting, a shopping cart is created for this form. You may choose Assign Cart or Proceed to Checkout:

    1. Assign the Cart: forward the cart to an employee who can view the transaction, and then (depending on the employee's role) identify the account paying for the purchase, approve the transaction, or submit the requisition to the SBA.
      1. Identify a shipping address.
      2. Optionally, enter the account(s) that will pay for the purchase.
      3. Attach the invoice or other documentation for the approver and/or the buyer.
      4. Click Submit Requisition or Assign Cart.
        1. Submit Requisition: If you did enter an account number,the cart will be forwarded to the SBA owning that account. If you did not enter an account number, the cart will be forwarded to the Strategic Buisness Advisor (SBA) in charge of your department's finance accounts. 
        2. Assign Cart: forward the cart to an employee who can view the transaction, and then (depending on the employee's role) identify the account paying for the purchase, approve the transaction, or submit the requisition to the SBA.
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Details

Article ID: 50709
Created
Wed 3/21/18 2:19 PM
Modified
Tue 11/16/21 4:38 PM