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Shopping Carts List


  1. Go to the Procurement Home Page.
  2. Click Shopping Cart Status in the Shop Menu.
  3. The Procurement application displays the Shopping Cart Status page containing:

The Shopping Carts List has columns, as follows:

Click this icon to expand the Shopping Cart and view its contents, prices, and total cost (including tax.)
Click to close up the Shopping Cart again and hide its contents.
Organization Name
The Buying Organization to which the creator of this Shopping Cart belongs. If that buyer belongs to more than one Buying Organization, then this shows which Buying Organization the buyer selected in the Choose your Organization drop-down menu before starting this Shopping Cart.
Shopping
Cart Name
This is the unique identifier assigned to the Shopping Cart when created, unless the buyer chose to name the Shopping Cart.
Requester
This is the name of the buyer who created the Shopping Cart (the real name not a logon ID. For example, Doris Smith, not User28, or DSmth.)
Creation Date
This is the date on which the Shopping Cart was first created for a new item or from a template.
Status
The current status of the Shopping Cart, which can be:
  • Open, if the buyer has not yet submitted the Shopping Cart.
  • Awaiting Approval, if the total cost exceeds the buyer's Spending Limit or the item requires Commodity approval.
  • Pending Action, if there are unresolved issues, such as a special request, requiring action from an approver / approval group or administrator.
  • Order Created, if the Shopping Cart satisfies the Procurement application workflow, is approved and Orders have been created.
  • Cancelled by the buyer
  • Rejected by the Approver or Approval Group
Action
Click an icon to perform various actions on the selected item.

Note:
  • If you mouse-over an icon, the browser displays a tool tip containing a few words explaining the action represented by the icon.
  • If an Action is not available in any situation, its Action icon is not displayed.

Actions include:
View and edit an un-submitted (Open) or un-approved (Awaiting Approval) Shopping Cart in the Shopping Cart page.
Makes a duplicate of this Shopping Cart (with a new unique identifier) which is displayed in the Shopping Cart page, for submission as-is or after making changes to the items and quantities. (This action creates a single copy; it does not create a template from which multiple copies can be made.)
Prepares a version of the Shopping Cart and displays it for printing.
Cancels a submitted (Awaiting Approval or Pending Action) Shopping Cart and removes it from the workflow.
Deletes an un-submitted (Open) Shopping Cart.
Displays the Shopping Cart History Log of workflow steps and actions.
Displays the Shopping Cart Process Map, showing all the workflow steps through which the Shopping Cart has passed with explanations and comments.
Makes a duplicate of this Shopping Cart and saves it as a template for your personal use.
Every user who has a privilege to create a Shopping Cart can create Personal templates, however Personal templates are only available by the Sys User that created them. Only Shared templates can be viewed by users other than the Sys User that created them
Makes a duplicate of this Shopping Cart and saves it as a template for the use of members of your Buying Organization (you must be granted special permission to do this.)

Note: The Save as Template icons are not displayed for a Shopping Cart that was created for a Blanket Order Release.


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