Internal Transfer Form in Mountaineer Marketplace

These instructions show you how to complete the Internal Transfer form to transfer funds within the same bank account or pay another WVU department for goods and services.

Resources

• View a demonstration video showing how to complete an automated form. (4:00) (To view the video, you may need to disable your popup blocker.)

• View a detailed PDF guide showing how to complete an Internal Transfer form.

• View the PCPS webpage.

• Email pcps@mail.wvu.edu for assistance. 

Instructions

1. Access Mountaineer Marketplace.

2. On the Mountaineer Marketplace home page > PCPS Automated Forms, click the Internal Transfer form.

3. Choose the Supplier.

4. After you select the supplier, the Remit to address information populates.

5. Complete all bold fields.

   • Product Description: Description of the internal transfer request.

   • Goods Recd Date: The date you received the goods or services.

   • Grant?: Select 'Yes' only if any of the account you are requesting the transfer to or from is a grant.

6. Enter the full account number of the account being credited.

7. To submit your form, choose Add Item and Close Form in the Available Actions region. It will become a shopping cart.
   Note: To continue completing the same form but for a different internal transfer, 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.

8. After submitting, a shopping cart is created for this form. You may choose Assign Cart or Proceed to Checkout:

   1. Assign the Cart

      This is a means of collaborating with another employee on a purchase before submitting the requisition for approvals.

   2. Proceed to Checkout

      1. Identify a shipping address.

      2. Optionally, enter the account(s) that will pay for the purchase.

      3. Optionally, add a comment to the approver and/or the buyer.

      4. Click Submit Requisition or Assign Cart.

         1. 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. 

         2. Assign Cart

            : This is a means of collaborating with another employee on a purchase before submitting the requisition for approvals.need new link (link was broken)