Transcript Kuali Catalog Shopping - Colorado State University

CSU Kuali LabTraining
Welcome to Kuali Lab Training!
Lab Training Session for:
Kuali Catalog Shopping
June 2009
Kuali Catalog Shopping
Training Team Members
• Fran Campana, ACNS 1-7976
• John Swaro, Procurement and Contracting
Services 1-7812
• Patty Cashen, Procurement and Contracting
Services 1-1880
Changes to the CSU
Marketplace
•
Access to the CSU Marketplace will be through the Kuali Financial System
via the CAP portal.
•
No accounting information will be entered in the CSU Marketplace.
Account input will be done in Kuali Financial System.
•
All approval workflow will be done in the Kuali Financial System.
•
New Shipping Address input needed.
•
Only Hosted and PunchOut Catalogs suppliers will be available in the CSU
Marketplace. Requisitions and AFE (Disbursement Vouchers) will be
entered in the Kuali Financial System.
Logging in to CAP
The Shop Catalogs link can be accessed via the Kuali
Site through CAP (campus administrative portal) .
CAP URL: https://cap.is.colostate.edu
Log in using eName and ePassword
Logging in to CAP
Once logged in, click on TRAINING Kuali Financial
System (KFS) located in the right column.
• Once logged into Kuali,
select the Shop Catalogs
link within the
Transactions Channel
• Two types of catalogs to use
• Hosted Catalogs
Vendor supplies CSU with a price file. Search
for item and place it on order.
• Punchout Catalog
Punchout Catalog goes directly to the Vendor’s
site. Search for item and place it on order.
• Ex: Hosted Catalog
• Search for product
• Use Quick Search or Advanced Search
• Select Item(s)
• Search was for any item that contains “lab coat”
Select the Add to Cart icon
• Edit Cart
• Select the Carts tab to Edit the Cart when
finished
• Edit Cart
• Rename Cart with a more meaningful name
• Review Cart
• Make sure the order is correct
• Make any necessary changes
• Place Order
• Requisition Side of Placed Order
• Enter Description
For Training Purposes today, please insert “test” in the
description field.
Starting July 1, the Description field will auto populate with the
cart name from SciQuest.
• Requisition Side of Placed Order
• Enter Delivery Information
• Search for Building
• Key in Room Number
• Set as Default
Tip: If you start your search with an *, then you are
asking the system to search for any building that
ends in the text after the *
• Insert Funding for Requisition
• Funding can be inserted at the Header Level or
at the Line level.
• Setup Distribution tab for Header Funding
• For Training, all funding will be keyed in at the
Header Level
• Submit Order
Once delivery and funding have been added to the
requisition, then click on the Submit button at the
bottom of the window.
• Questions?