New Functionality “Assign a Cart” (April 23, 2007)

1. New Functionality “Assign a Cart” (April 23, 2007)

2. Assign a Cart Functionality • M-marketsite browsers and users can shop in M-marketsite and assign a draft cart to another user who has access to submit M-marketsite ePro requisitions • The Assignee will get an email notifying them of the assigned cart • The Assignee can review and update the cart in M-marketsite and return the lines to an ePro requisition in M-Pathways

3. Practical Uses - Benefits • Department users can to share the workload of the Purchasing/ordering process • Browsers have full access to their M-marketsite Profile where they can save default shipping addresses, ShortCodes, department reference numbers, and assignees • Departments now have even more control over who has access to place orders • Departments can have designated Requisitioners in their unit to whom browsers and users can send draft carts (self-managed departmental workflow) • Browsers can assign a draft cart 24/7

4. New Assign Cart Button

5. Note to Assignee • When a user is assigning a draft cart they can add a note for the assignee. The note will be displayed in the e-mail the assignee receives. • You must have the Cart Assigned Notice checkbox turned on in your M-marketsite User Profile to receive email notification of a draft cart. See the Setting Up Your M-marketsite User Profile step-by-step procedure in MAIS LINC for instructions.

6. Assigned Carts are accessed via the Draft Cart folder

7. Training Documents • Up-to-date M-marketsite documents and job Aids with Assign a Cart information are located on the web. • Browse Only documents – are located on the Procurement Services Web Site • On the M-marketsite How To page • http://www.procurement.umich.edu/ • ePro and M-marketsite user documents are located in MAIS LINC