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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 www.procurement.vt.edu
Virginia TechElectronic Business System www.procurement.vt.edu
Virginia TechElectronic Business System Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu
Virginia TechElectronic Business System Getting Started in HokieMart: Setting Up Your User Profile Version 1.1 www.procurement.vt.edu
VT’s electronic business system is known around campus as: www.procurement.vt.edu
VT’s electronic business system is known around campus as: HokieMart. www.procurement.vt.edu
Before we get started…. • Important: www.procurement.vt.edu
Before we get started…. • Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu
Before we get started…. • Important: Please note if you do not have a Virginia Tech PID www.procurement.vt.edu
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
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
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
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
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
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
This module is designed to: • provide an overview of the main roles and terms used in the HokieMart system www.procurement.vt.edu
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
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
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
HokieMart is designed to be www.procurement.vt.edu
HokieMart is designed to be open to the entire university and www.procurement.vt.edu
HokieMart is designed to be open to the entire university and to reduce paper processing. www.procurement.vt.edu
Roles in HokieMart www.procurement.vt.edu
Roles in HokieMart At this point: www.procurement.vt.edu
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
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
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
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
Roles in HokieMart The full responsibilities of each user is described in one of three guides: www.procurement.vt.edu
Roles in HokieMart The full responsibilities of each user is described in one of three guides: • Requestor www.procurement.vt.edu
Roles in HokieMart The full responsibilities of each user is described in one of three guides: • Requestor • Approver www.procurement.vt.edu
Roles in HokieMart The full responsibilities of each user is described in one of three guides: • Requestor • Approver • Receiver www.procurement.vt.edu
Roles in HokieMart The full guides can be found on-line on the Procurement Department’s web-page: www.procurement.vt.edu
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
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
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
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
Roles in HokieMart: Requestor www.procurement.vt.edu
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
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
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
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
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
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
Roles in HokieMart • After “check-out” is complete: www.procurement.vt.edu
Roles in HokieMart • After “check-out” is complete: • a Purchase Requisition (PR) will be created and www.procurement.vt.edu
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