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HokieMart On-line Training Module Revised 07-29-13

HokieMart On-line Training Module Revised 07-29-13. Virginia Tech Electronic Business System. Virginia Tech Electronic Business System. Getting Started in HokieMart: Setting Up Your User Profile Version 1.1. Virginia Tech Electronic Business System. Getting Started in HokieMart:

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HokieMart On-line Training Module Revised 07-29-13

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  1. HokieMart On-line Training Module Revised 07-29-13 www.procurement.vt.edu

  2. Virginia TechElectronic Business System www.procurement.vt.edu

  3. Virginia TechElectronic Business System Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu

  4. Virginia TechElectronic Business System Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu

  5. VT’s electronic business system is known around campus as: www.procurement.vt.edu

  6. VT’s electronic business system is known around campus as: HokieMart. www.procurement.vt.edu

  7. Before we get started…. • Important: www.procurement.vt.edu

  8. Before we get started…. • Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu

  9. Before we get started…. • Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu

  10. Before we get started…. • Important: You must set up your PID before you can set up your User Profile in HokieMart and attend HokieMart Training Classes www.procurement.vt.edu

  11. Before we get started…. • Important: You must set up your PID before you can • set up your User Profile in HokieMart and attend HokieMart Training Classes www.procurement.vt.edu

  12. Before we get started…. • Important: You must set up your PID before you can • set up your User Profile in HokieMart and • attend HokieMart Training Classes www.procurement.vt.edu

  13. Before we get started…. • If you have your PID – Lets go! • Later in the module you can work along with me to set up your user profile. • You can view this module again or refer to the referenced Requestor Guide. www.procurement.vt.edu

  14. Before we get started…. • If you have your PID – Lets go! • Later in the module you can work along with me to set up your user profile. • You can view this module again or refer to the referenced Requestor Guide. www.procurement.vt.edu

  15. Before we get started…. • If you have your PID – Lets go! • Later in the module you can work along with me to set up your user profile. • You can view this module again or refer to the referenced Requestor Guide. www.procurement.vt.edu

  16. This module is designed to: • provide an overview of the main roles and terms used in the HokieMart system www.procurement.vt.edu

  17. This module is designed to: • provide an overview of the main roles and terms used in the HokieMart system • give a quick reference of computer system requirements to run HokieMart on your computer www.procurement.vt.edu

  18. This module is designed to: • provide an overview of the main roles and terms used in the HokieMart system • give a quick reference of computer system requirements to run HokieMart on your computer • show you how to create (set up) or modify your personal profile www.procurement.vt.edu

  19. This module is designed to: • provide an overview of the main roles and terms used in the HokieMart system • give a quick reference of computer system requirements to run HokieMart on your computer • show you how to create (set up) or modify your personal profile • prepare you to attend the HokieMart Requestor Training session www.procurement.vt.edu

  20. HokieMart is designed to be www.procurement.vt.edu

  21. HokieMart is designed to be open to the entire university and www.procurement.vt.edu

  22. HokieMart is designed to be open to the entire university and to reduce paper processing. www.procurement.vt.edu

  23. Roles in HokieMart www.procurement.vt.edu

  24. Roles in HokieMart At this point: www.procurement.vt.edu

  25. Roles in HokieMart At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. www.procurement.vt.edu

  26. Roles in HokieMart At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class. www.procurement.vt.edu

  27. Roles in HokieMart At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class. www.procurement.vt.edu

  28. Roles in HokieMart At this point: Your Supervisor or Department Head should have advised you which role or roles, you will have in HokieMart. You need to be familiar with your role or roles when you set up your User Profile today and before attending Requestor Training Class. www.procurement.vt.edu

  29. Roles in HokieMart The full responsibilities of each user is described in one of three guides: www.procurement.vt.edu

  30. Roles in HokieMart The full responsibilities of each user is described in one of three guides: • Requestor www.procurement.vt.edu

  31. Roles in HokieMart The full responsibilities of each user is described in one of three guides: • Requestor • Approver www.procurement.vt.edu

  32. Roles in HokieMart The full responsibilities of each user is described in one of three guides: • Requestor • Approver • Receiver www.procurement.vt.edu

  33. Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu

  34. Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. www.procurement.vt.edu

  35. Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. • First we will take a quick view of the Procurement Department’s home page www.procurement.vt.edu

  36. Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. • First we will take a quick view of the Procurement Department’s home page • show you where to locate all the User Guides www.procurement.vt.edu

  37. Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu. • First we will take a quick look at the Procurement Department’s home page • show you where to locate all the User Guides • then we will provide a brief explain of the roles. www.procurement.vt.edu

  38. www.procurement.vt.edu

  39. www.procurement.vt.edu

  40. www.procurement.vt.edu

  41. Roles in HokieMart: Requestor www.procurement.vt.edu

  42. Roles in HokieMart • The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart” www.procurement.vt.edu

  43. Roles in HokieMart • The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart” www.procurement.vt.edu

  44. Roles in HokieMart • The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart” • After placing the items in the “shopping cart” the Requestor will “check out.” www.procurement.vt.edu

  45. Roles in HokieMart • The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart” • After placing the items in the “shopping cart” the Requestor will “check out.” www.procurement.vt.edu

  46. Roles in HokieMart • The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart” • After placing the items in the “shopping cart” the Requestor will “check out.” www.procurement.vt.edu

  47. Roles in HokieMart • The Requestor is an individual who initiates the electronic purchase of goods and services by shopping and creating a “cart” • After placing the items in the “shopping cart” the Requestor will “check out.” www.procurement.vt.edu

  48. Roles in HokieMart • After “check-out” is complete: www.procurement.vt.edu

  49. Roles in HokieMart • After “check-out” is complete: • a Purchase Requisition (PR) will be created and www.procurement.vt.edu

  50. Roles in HokieMart • After “check-out” is complete: • a Purchase Requisition (PR) will be created and • will be sent electronically to a designated “Approver” for fund approval. www.procurement.vt.edu

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