These instructions show you how to complete the Direct Payment form to pay an invoice off of the Essential Service policy listing other than a lease payment, utility payment, or purchases that require purchase orders.
Resources
View a detailed PDF guide showing how to complete a Direct Payment form.
View the PCPS webpage.
Email pcps@mail.wvu.edu for assistance.
Instructions
Access Mountaineer Marketplace.
In the lower right corner of the Mountaineer Marketplace landing page, click the icon for Paying and Invoice and then click the icon for Direct Payment form.
Click Supplier Search to find the supplier. (Please be patient; this search can sometimes take up to ten seconds.) Verify according to the supplier registration instructions that you can proceed completing this form.
When the supplier name is displayed, click Select.
After you select the supplier, the Remit to address information populates.
Complete all bold fields.
Product Description: Description of the refund purpose.
Supplier Inv #: Enter the number from the supplier's invoice. If the invoice does not contain a number, create one using the state's guidelines.
Professional Dues and Memberships: 0463 plus the individual's last name and the four-digit year of the beginning year of the dues period.
Non Professional Dues and Memberships: 0463 plus the invoice date. If the invoice has no date, use the date the invoice was received by WVU.
Invoice Date: Enter the date on the supplier's invoice.
Goods Recd Date: The date you received the goods or services.
Amount: The total amount of the payment.
To submit your form, choose Add Item and Close Form in the Available Actions region. It will become a shopping cart.
To continue completing the same form but with different information, in the Available Actions region in the upper right corner, choose Save to Cart and Add Another Item. Complete another Direct Payment form for a different payment.
After submitting, a shopping cart is created for this form. You may choose Assign Cart or Proceed to Checkout:
This is a means of collaborating with another employee on a purchase before submitting the requisition for approvals.
Identify a shipping address.
Attach the invoice to the shopping cart.
Optionally, enter the account(s) that will pay for the purchase.
Click Submit Requisition or Assign Cart.
Submit Requisition: Your shopping cart becomes a requisition and will automatically route for electronic approvals based on WVU compliance rules. You can view the routing path in the PR Approvals tab in the Checkout screen.
Assign Cart
This is a means of collaborating with another employee before submitting the requisition for approvals. FD XC
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