Lease Payment Form in Mountaineer Marketplace

These instructions show you how to complete the Lease Payment form for leases approved by WVU's Real Estate Office.

Resources

• View a detailed PDF guide showing how to complete a lease payment form. Before attempting to complete this form, verify that the supplier is properly registered by following the instructions located at this link.

• View a video showing how to complete a request form.

• View the PCPS webpage.

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

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Instructions

1. Access Mountaineer Marketplace.

2. In the lower right corner of the Mountaineer Marketplace landing page, click the icon for Order Goods or Services.

3. Click the icon for Non Catalog and Procurement Forms.

4. Click Supplier Search to find the supplier. (Please be patient; this search can sometimes take up to ten seconds.)

5. Click Select to choose the correct supplier.

6. After choosing a registered supplier, the Remit to address information populates.

7. Complete all bold fields in the General Information region.

   1. Product Description: Description of the payment request.

   2. Contract: Select the lease number for this supplier.

   3. Service Begin and End Dates: The first and last dates of the months that will be paid during the current fiscal year.

   4. Additional Info: If supporting documentation is not available, provide the reason.

   5. Quantity: Number of months to be paid in the fiscal year.

   6. Unit Price: Monthly rental cost.

8. To submit your form, choose Add Item and Close Form in the Available Actions region.  It will become a shopping cart.

   1. To continue completing the Lease Payment form but for a different lease agreement, in the Available Actions region in the upper right corner, choose Save to Cart and Add Another Item.

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

   1. Assign the Cart

      Forward the cart to an employee who can view the transaction, and then (depending on the employee's role) identify the account paying for the purchase, approve the transaction, or submit the requisition to the SBA.

   2. Proceed to Checkout

      1. Identify a shipping address.

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

      3. Attach the invoice or other documentation.

      4. Click Submit Requisition or Assign Cart.

         1. Submit Requisition: If you did enter an account number, the cart will be forwarded to the SBA owning that account. If you did not enter an account number, the cart will be forwarded to the Strategic Business Advisor (SBA) in charge of your department's finance accounts. 

         2. Assign Cart

            Forward the cart to an employee who can view the transaction, and then (depending on the employee's role) identify the account paying for the purchase, approve the transaction, or submit the requisition to the SBA.

10. Each month, return to the Purchase Order and receive for that month. Attach the invoice for that month to the Purchase Order.

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