Mountaineer Marketplace Training
- Kathy Pepple
Getting Started with Mountaineer Marketplace
How to Request Additional Access in Mountaineer Marketplace
How to request access for approving requisitions or viewing organization documents in Mountaineer Marketplace.
Setting up a Default Shipping Address in Mountaineer Marketplace
Set up a default shipping address to save time when completing your order.
Setting up a Favorite Account in Mountaineer Marketplace
Set up a favorite account so that you can save time when completing your order.
Setting up a Default Cart Assignee in Mountaineer Marketplace
If you will typically need to forward your purchases to a specific employee in your unit, setting up a default cart assignee will save you time.
Set up an Approval Code in Mountaineer Marketplace to Approve Purchases or Forms From an Email
Mountaineer Marketplace approvers can set up a code so that they can approve purchases from an email.
Choosing Your Notification Method for Mountaineer Marketplace Purchases
Choose how to be notified of a Mountaineer Marketplace purchase.
Shopping and Receiving
Supplier Request Registration Form in Mountaineer Marketplace
Learn how to how to verify supplier registration and complete the Supplier Request form to register a supplier or modify the address for an existing supplier.
Shopping from a supplier’s catalog in Mountaineer Marketplace
Learn how to shop from a supplier's catalog in Mountaineer Marketplace
Adding Comments or Attachments to a Shopping Cart in Mountaineer Marketplace
Learn how to add comments or attachments to a shopping cart in Mountaineer Marketplace.
Identifying an Account to Pay for a Purchase in Mountaineer Marketplace
Learn how to enter a General Ledger or Grant account number to pay for a purchase in Mountaineer Marketplace.
Checking out in Mountaineer Marketplace
Learn how to enter a shipping address, account number, and move your shopping cart to the next step.
Non-Catalog Form: Ordering an Item or Service Not Found in a Mountaineer Marketplace Catalog
Learn how to complete the Non-Catalog form to create a purchase order for items or services not found in a Mountaineer Marketplace supplier catalog.
Purchasing WVU Ethanol Alcohol in Mountaineer Marketplace
Learn how to complete the form to request the purchase of ethanol alcohol.
Learn how to complete a request form to purchase computer hardware for HSC use.
PO Change Order Form in Mountaineer Marketplace
Learn how to complete the PO Change Order form to cancel an existing order or to change an existing account code, price, or quantity.
Purchasing Personal Protective Equipment
Learn how to purchase personal protective equipment from the WVU Facilities Warehouse.
Learn how to locate a purchase order and how to determine if a Purchase Order needs to be received.
Receiving Items in Mountaineer Marketplace
Learn how to receive items in Mountaineer Marketplace.
Returning Items in Mountaineer Marketplace
Learn about returning items purchased in Mountaineer Marketplace to the vendor.
Paying an Invoice
Confirming Order Form in Mountaineer Marketplace
Learn how to complete the Confirming Order form to pay an invoice for which the goods/services have already been received/performed and the items are not included on the essential services listing.
Direct Payment Form in Mountaineer Marketplace
Learn 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.
Learn how to wire funds to a recipient within the United States.
Learn how to wire funds to a recipient outside the United States.
Lease Payment Form in Mountaineer Marketplace
Learn how to complete the Lease Payment form for leases approved by WVU's Real Estate Office.
Learn how to submit a requisition for a vendor requirement prepayment.
Learn how to request a prepaid PCard to make payments when registering the recipient as a supplier is not an option.
Utility Payments Form in Mountaineer Marketplace
Learn how to process a utility invoice for WVU-owned/leased space.
WVU Funds Transfer
Internal Transfer Form in Mountaineer Marketplace
Learn how to complete the Internal Transfer form to transfer funds within the same bank account or pay another WVU department for goods and services.
Transfer Between Bank Accounts in Mountaineer Marketplace
Learn how to transfer funds between a state and Research Corporation bank account.
Non-Transactional Forms
Learn how to add an employee to an approver in MyExpenses.
PCard Application and Maintenance Request Form in Mountaineer Marketplace
Learn how to complete the Mountaineer Marketplace form to request a PCard and make necessary changes.
Approving, Rejecting, Returning Carts in Mountaineer Marketplace
Reviewing and Acting on a Mountaineer Marketplace Requisition as an Approver
Learn how to review Mountaineer Marketplace requisitions submitted to you. You may approve, reject, return a requisition, and perform other actions.
Setting up a Code to Enable Approving Mountaineer Marketplace Purchases From Your Email
Learn how to set up an approval code so that you can approve requisitions from your WVU email account.
Delegating a Colleague to Approve Your Mountaineer Marketplace Requisitions
Learn how to give another employee the authority to approve Mountaineer Marketplace requisitions submitted to you.
Running Reports in Mountaineer Marketplace
Running Reports in Mountaineer Marketplace
Learn how to run reports in Mountaineer Marketplace showing details of purchases.
Create and Manage Export Report Templates in Mountaineer Marketplace
Learn how to create and manage export report templates in Mountaineer Marketplace.
Total Contract Management (TCM)
Within TCM, Health Science Center employees can request contracts and create contracts that are only for HSC. Real Estate can create contracts for all real estate leases.
All other departments should contact Procurement, Contracting, and Payment Services for assistance with contracts.
TCM: Directions for Stakeholders