Checking Out in Mountaineer Marketplace

These instructions show you how to complete your work on the shopping cart.  

Resources

• View a detailed PDF guide.

• View the PCPS webpage.

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

Open

Instructions

1. Access Mountaineer Marketplace.

2. Shop for products using the instructions here.

3. Click Proceed to Checkout or Assign Cart.

   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 Steps: 

      1. If you have not set up a default shipping address, you will be required to enter a shipping address. 

         1. Click Required Field.

         2. Click select from org addresses.

         3. Click Search.

         4. After locating the address, click Select.

         5. Enter your room number and phone details; click Save.

         6. (You can set up a default shipping address.  Instructions are located here.)

      2. Optionally, enter an account number.

         1. In the Account type field, click Select from all values.

         2. Choose GL - General Ledger or Grant - Grant Account.

         3. For the Campus/Project, DA/Task, Fund/Award, Line Item/Exp Type, and Function/Org fields, you can either type directly in the field, or you can click Select from all values, and then enter the beginning digits of the segment, a partial segment value enclosed within % signs, or a complete or partial or description. (For the Account segments (Campus/Project, etc.), the first segment listed is for GL accounts; the second segment listed is for a Grant account.)

         4. After retrieving possible matches, click select in the row with the correct segment.

         5. Review the completed fields.  If all are correct, click Save.  If the payment will be from two or more accounts, click add split.

         6. The values you entered in step 3 will populate the second line.  Change any values, and identify the % of Price each account will pay for a purchase.  Click Save. (You can also identify by quantity instead of by percent of price.)

      3. Attach invoices or documentation.

      4. Complete your work:

         1. Click Submit Requisition or Assign Cart.

            1. 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.