Process:

Marketsite Purchases

The requestor enters a ticket in the OPS system to request an order
The ticket triggers an email to alert the shortcode approver and the finance approver to let them know a new request needs approval. The ticket also alerts the purchaser
The shortcode approver and the finance approver will either waive or approve the purchase
The system automatically waives orders under an established threshold
A shortcode is required to process the Purchase Request
The purchaser makes sure the order has been properly approved or waived. If so, the purchaser processes the order.

Begin the ordering process by clicking on the Begin Processing button in the Purchaser Actions section - At this point the ticket can no longer be edited by the requester.
If you need to add a new permanent supplier, please click here for instructions: Tips & Tricks

Choose Marketsite in the Payment Method dropdown box in the Purchaser Actions section
Begin creating a requisition in Marketsite or begin processing an assigned shopping cart
When processing the request in Marketsite, record the shortcode and the OPS ticket number in the Requisition section in Marketsite - required
Save a pdf copy of the requisition to upload to the Attachments section of the OPS ticket for future reference

Record the requisition number in the Requisition ID field in the Purchaser Actions section - required
After you've processed the order an email will be sent to the purchaser with a PO number for the requisition in question
Do not set the status to Ordered yet. This step lets you know that you're still waiting for a PO.
Once the PO number is known, enter it into the PO# field in the Purchaser Actions portion of the OPS ticket - required

After entering the PO number, change the OPS ticket status to Ordered in the Current Status section

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