- Include information regarding the order in the “Approval Justification” section of the “Checkout – Review and Submit” page. This could include the name and date of the event the items you are ordering are for or that it is a general office supply order.
- While on the “Checkout – Review and Submit” page check the project and account number “assigned’ to each item you are ordering BEFORE you submit the order for approval. The project is determined by what you have set up as your default on the “My Profile” page in Marketplace, however you have the option of changing the project on an item by item basis when placing the order. The account number is determined by a code that has been assigned to each item by the vendor that is then interpreted by the Marketplace system and an expense account is assigned based on that code. Unfortunately the account code assigned is wrong about 30% of the time and it needs to be manually changed before the order is submitted.
For those Marketplace shoppers that are not familiar with the process to check the project and the account number here is are step by step instructions that include the most common “supply” account numbers (90% of all Marketplace orders fall into this expense category) as well as a link to the Chart of Accounts, which is a complete listing of all expense accounts.