Processing a Quote in the HP...

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Procurement Services M-Marketsite Processing a quote in the HP punchout catalog Version 5 03/03/2017 Processing a Quote in the HP Punchout Catalog This job aid was designed to assist Users with the process of bringing up a custom quote in the HP punchout in M-Marketsite. 1. If you have received a quote from our HP representative, you will see the quote name and number listed. Copy one of these. (Quote number is recommended.) 1

Transcript of Processing a Quote in the HP...

Page 1: Processing a Quote in the HP PunchoutCatalogprocurement-dev.web.itd.umich.edu/.../files/job_aid_for_processing_a… · Procurement Services M-Marketsite Processing a quote in the

Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

Processing a Quote in the HP Punchout Catalog

This job aid was designed to assist Users with the process of bringing up a custom quote in the HP punchout in M-Marketsite.

1. If you have received a quote from our HP representative, you will see the quote name and number listed. Copy one of these. (Quote number is recommended.)

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Page 2: Processing a Quote in the HP PunchoutCatalogprocurement-dev.web.itd.umich.edu/.../files/job_aid_for_processing_a… · Procurement Services M-Marketsite Processing a quote in the

Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

2. Go into M-Marketsite and click on the HP catalog

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Page 3: Processing a Quote in the HP PunchoutCatalogprocurement-dev.web.itd.umich.edu/.../files/job_aid_for_processing_a… · Procurement Services M-Marketsite Processing a quote in the

Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

3. Click on the dropdown list under Purchase for buying organization: Select (United States) University of Michigan REMC, then click on the >> button. (Note: selection will not enter if REMC is not selected and this button is not clicked.)

Page 4: Processing a Quote in the HP PunchoutCatalogprocurement-dev.web.itd.umich.edu/.../files/job_aid_for_processing_a… · Procurement Services M-Marketsite Processing a quote in the

Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

4. Click on >>Quotes. Note: verify that the REMC contract is selected.

Page 5: Processing a Quote in the HP PunchoutCatalogprocurement-dev.web.itd.umich.edu/.../files/job_aid_for_processing_a… · Procurement Services M-Marketsite Processing a quote in the

Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

5. Click on Quote Search.

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Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

6. Enter your quote number in the Quote Search field, and click Search>>

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Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

7. Click on the Quote name link.

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Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

8. This will open your quote; review to make sure it is correct. If it is, click on Add to Requisition>>

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Procurement Services M-Marketsite

Processing a quote in the HP punchout catalog

Version 5 03/03/2017

(Note: If the quote has expired you will get an error message: This quote has expired. As a result, you can no longer use this document to make purchases. In this case you will need to get the quote renewed. If HP has updated product numbers you will get an error message: This quote contains products or

standards that are no longer available for purchase or products whose configuration is no longer valid. As a result, you can no longer use this document to make purchases. In this case you will need the quote updated.)

(Note: Quantities on a quote cannot be change in M-Marketsite, or when returned to an ePro req. If you need a different quantity than what is stated on the quote, you will need to get the quote renewed.) It is allowable to put more than one HP quote into a cart.

9. This will return your quote into M-Marketsite from the punchout, where you can Proceed to Checkout.

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