This document provides Instructions for assigning a cart in iProcurement.

Users are able to assign a cart to another Stanford user in iProcurement from any of the shopping applications within iProcurement: Amazon, Non-Catalog Requisition, CardinalTemps and SmartMart.

When using SmartMart, you have the option of assigning a cart with this new functionality, or using the Assign a Cart option that is available within SmartMart.

  1. Enter ofweb.stanford.edu in the browser
  2. Click Login
  3. As prompted, log in using SUNet ID and password
  1. Select SU Internet Procurement

If you are adding an item having a category prefix (e.g., ZWA vs. STANDARD) different from the one in the original cart, the item will not be added to the cart in either Amazon or SmartMart and an error message will display in Non-Catalog Requests. Refer to the Before You Start section above for more information.

Amazon
  1. Find the item
  2. Select Add to Cart
  3. Select Submit these items for approval when done adding items
SmartMart
  1. Find the item
  2. Select Add to Cart
  3. Select the view cart link below the Add to Cart button
  4. Select Create iProcurement Requisition
Non-Catalog Requests
  1. Enter all required fields
  2. Select Add to Cart
  3. Select View Cart and Checkout when done adding items
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Assign
  1. Review the items in the Edit and Submit Requisition page
  2. Select Assign Cart on the top right of the screen
  3. Enter the Assignee's name in last name, first name format, including a space before the first name. Optionally, search for an assignee by selecting the magnifying glass icon and the user
  4. Enter notes in the required Notes to Assignee fieldThe requisition will be sent to the assignee immediately once the Assign button is selected, then the browser will return to the iProcurement home page. From here it’s possible to access, unassign or reassign for the requisition and view the assign history from the My Assigned Carts icon (from the header row of iProcurement).
  5. Select Assign
Unassign
  1. Select the My Assigned Carts icon in the header section of iProcurement
  2. Select All carts assigned by me from the View drop-down menu on the Assigned Carts screen
  3. Select Go
  4. Locate the Cart Number
  5. Select the radio button of the Cart Number
  6. Select the Unassign button
  7. Enter Notes to Assignee in the Unassign Cart screen
  8. Select Unassign
Delete

An assigned cart must be unassigned before deletion. Refer to the Unassigned section above for instructions.

  1. Select the My Assigned Carts icon in the header section of iProcurement
  2. Select All carts assigned by me from the View drop-down menu on the Assigned Carts screen
  3. Select Go
  4. Locate the Cart Number
  5. Select the radio button of the Cart Number
  6. Select Delete
  7. Select Yes to the warning – Once the requisition is deleted, it cannot be undone. Do you still want to delete the requisition?

The requisition/cart is removed from the Assigned Carts table.

Reassign
  1. Select the My Assigned Carts icon in the header section of iProcurement
  2. Select All carts assigned by me from the View drop-down menu on the Assigned Carts screen
  3. Select Go
  4. Locate the Cart Number
  5. Select the radio button of the Cart Number
  6. Select the Reassign button
  7. Enter the Assignee's name in last name, first name format, including a space before the first name, or search for an assignee by selecting the magnifying glass icon and the user
  8. Enter notes in the required Notes to Assignee field
  9. Select Assign
What Happens Next?
Additional Information

The new owner of the cart can add additional lines to the cart but only if the Category Prefix is the same. The Category Prefix can be found in the Category column of the cart line items (e.g., ZWA.GOODS, STANDARD.SERVICE). For example, prefix ZWA can be from SmartMart or Amazon and the prefix STANDARD is from Non-Catalog Requisition. A single requisition can have Amazon and SmartMart products and can have different suppliers for products, but must adhere to the same Category Prefix.

One requisition can only have one deliver-to address.

Questions?

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