SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 1 of 12  Version 1.0   

Create a Shopping Cart Using the Contract Search

Exercise 1          

         

   

SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 2 of 12  Version 1.0   

Exercise 1: Create a Shopping Cart Using the Contract Search

Create shopping cart for non-stock items from an existing contract using NIGP/Contract Search. In this exercise, we will be requesting “Police Pursuit Tires.” 1. Select “Employee Self-Services.”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. From the “Employee Self Services” screen, click “Shop.”

SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 3 of 12  Version 1.0   

3. Select “NIGP/Contract Search” and ENTER.

4. In the next window, type in the search criteria for “*tires*” under the Contract Search Tab.

Then click . This is to verify the item is or is not on contract. Always use “Contract Search” as your first option.

 

SRM 7.2 Shopping Cart Creation     

 

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5. Note five (5) contracts are displayed. Click on contract #4400001933.

 

SRM 7.2 Shopping Cart Creation     

 

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6. Contract 4400001933 shows six (6) contract items on this specific contract.

Check mark the box next to 00001 Police Pursuit Tire and click at the bottom of the screen.  

 

  

7. This will take you back to the contracts for “tires” screen. Click . This will bring you back to the Shopping Cart in SRM.

SRM 7.2 S

 

Exercise 1  

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SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 7 of 12  Version 1.0   

10. Under the  tab, The General Ledger Account and the General Ledger Description are mapped to the Product Category (NIGP) number and are defaulted. Enter the cost center number in the “Assign Number” field. Press the “Enter” key on your keyboard. The Business Area field will automatically populate.

11. Complete the Cost Assignment Section by clicking “Details.” The “Details” button is located directly below the Account Assignment tab (highlighted above).

SRM 7.2 S

 

Exercise 1  

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SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 9 of 12  Version 1.0   

15. An attachment may be added in the “Attachments” Section (highlighted)

16. On the tab, verify the Ship-to Information is correct. This information defaults from your User ID address.

SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 10 of 12  Version 1.0   

17. On the tab, the supplier will default from the contract we chose in our Contract Search. We selected Contract 4400001933 (highlighted), which is tied to Continental Tire North America as the supplier (highlighted).

18. Click the tab. Note the “Process Step.” The Shopping Cart Creator has approval authority under $2500. The example in this scenario is under $2500, thus is automatically approved.

SRM 7.2 Shopping Cart Creation     

 

Exercise 1  Page 11 of 12  Version 1.0   

19. Click at the top of the screen to verify all information is correct. Once all is “green,”

click the button also located at the top of the screen. This takes you to “Shop in 3 steps: Step 3 (Complete and Order) screen.”

20. Name your Shopping Cart.

21. Once the Shopping Cart has been named and the Shopping Cart is in “green” status, click

the button located at the top of the screen.

You have successfully created a Shopping Cart from an existing contract!

SRM 7.2 S

 

Exercise 1  

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