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Submitting changes to a Marketplace store

Submitting changes to an existing Marketplace store is made easy with the Marketplace Change Request form in PeopleSoft. This form allows for streamlined workflow, progress tracking, and documentation of changes. Improve customer service and communication with this defined method.

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Submitting changes to a Marketplace store

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  1. Submitting changes to a Marketplace store Treasury 3/15/2019

  2. About the Marketplace Change Request Form • In order to streamline the process for submitting request to make changes to existing Marketplace stores, we have created a form that can be accessed in PeopleSoft. • This provides the opportunity to take advantage of PeopleSoft’s workflow capabilities, provide insight into the progress of the request, and maintain documentation of changes. • Our goal is to provide greater customer service and a defined method for communicating these changes.

  3. Using the Marketplace Change Request form This form must be submitted to make the following changes: • Add User • Remove User • Change revenue cost center • Change expense cost center • Change account code • Add/Edit products • Deactivate/Activate store

  4. Using the Marketplace Change Request form Use the More Information field to describe any changes to products or store settings in detail, or to add additional names of users to add or remove.

  5. Instructions for completing the form

  6. Instructions for completing the form

  7. Instructions for completing the form

  8. Guidelines Please note that the cost center manager or alternate is also the Merchant Store Manager/MDR. Submitting the form • The requester completes the form and submits. • If the requestor is not the cost center manager/alternate, the form is routed to them. • The cost center manager/alternate approves the form and submits. • The form is routed to the Treasury Analyst for review and approval. Review and approval typically takes less than 24 hours, but may take 1-2 days. • Upon approval, the Treasury Analyst will forward the form to the FMS Business Process Analysts for processing. Please remember these guidelines when completing the request form: • Allow sufficient time for all approvals to be completed. • Ensure that the cost center manager/alternate is available to approve the request. • Do not contact the web developers directly to make these changes. • Ensure that all new users read the UTD Credit Card Acceptance Policy that is attached to the form.

  9. User Roles MDR/Store Manager • The MDR/Store Manager will be the cost center manager or alternate • Can approve user changes and changes to storefront settings Fulfiller with cancel/refund rights • Can fulfill orders paid by ACH • (Credit card orders will be automatically fulfilled unless manual fulfill is requested and approved) • Can issue refunds and cancel orders Fulfiller • Can fulfill orders paid by ACH • (Credit card orders will be automatically fulfilled unless manual fulfill is requested and approved) • Store Accountant • Can view reports • Store Contact • Email address for customers to contact for questions

  10. Please contact FMS-Treasury@utdallas.edu with any questions

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