View Assignments and Cart History in NUFinancials

This guide describes how Shoppers and Requesters can view iBuyNU shopping cart assignments and cart history. It also describes how Requesters can check out a cart that has been assigned to them.

View Cart Assignments

Shoppers can view shopping carts they have assigned to Requesters to see the status of a cart, reassign it, or reject it. Requesters can view and work the carts that have been assigned to them as well as view carts they have created or assigned to other Requesters.

To view cart assignments:

  1. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART01.JPG on the purple header bar.
  2. Click Assignments.

Shoppers

/images/group293/shared/ESAF/NUFinancials/iBuyNU/CART02.JPG
  1. The Carts Assigned To Me section is for Requesters only. Shoppers will not see anything displayed in this section.
  2. Status – There are 3 cart statuses:
    1. Pending – The assigned cart is waiting for the assigned Requester to either check out or reject the cart.
    2. Completed – The cart has been retrieved by a Requester.
    3. Rejected – The assigned cart was rejected by the Shopper or the assigned Requester.
  1. Click a cart name to see the cart details.
  2. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART03.JPG to reassign the cart to another Requester.
  3. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART04.JPG to reject the cart.
  4. Click the Show More / Show Less buttons to display or hide more carts.

Requesters

 /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART05.JPG

  1. The Carts Assigned To Me section lists carts from Shoppers and Requesters assigned to you.
  2. There are 5 statuses:
  • Pending – The assigned cart is waiting for the assigned Requester to either check out or reject the cart.
  • Claimed – You have taken ownership of the cart and have locked it so no changes can be made by anyone other than you.
  • Active – After claiming an assigned cart, you have made the assigned cart your active cart.
  • Completed – The cart has been retrieved and checked out by a Requester.
  • Rejected – The assigned cart was rejected by the Shopper or the assigned Requester.
  1. Click the cart name to display cart details.
  2. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART06.JPG to claim and lock the cart.

Note: You cannot ‘unclaim’ a cart. Once you claim a cart, you can reassign it, reject it, or check it out. To check the cart out: click the cart name to view its contents, click Make Active to make it your active cart, and click Check Out.

  1. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART07.JPG to reassign the cart to a Requester.
  2. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART08.JPG to reject the cart.
  3. Click the Show More / Show Less buttons to display or hide more carts.
  4. The My Assigned Carts section lists carts that you have assigned to other Requesters.

 

Check Out an Assigned Cart (Requester Only)

If you are a Requester and have been assigned a cart, you can check the cart out to purchase the order by following the steps below.

  1. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART09.JPG on the purple header bar.
  2. Click Assignments.

iBuyNU displays carts that have been assigned to you.

/images/group293/shared/ESAF/NUFinancials/iBuyNU/CART10.JPG


  1. Click the name of the cart that you want to check out.

iBuyNU will display the contents of the cart, verify pricing, and check to see if there are any alternate suppliers who may have the item you are purchasing for a lower price or available in another brand. The Assign Cart button will be visible but disabled while pricing is being verified.

/images/group293/shared/ESAF/NUFinancials/iBuyNU/CART11.JPG

iBuyNU will also check item availability. Check the items in your cart to make sure all are available and there are no red messages where the price normally appears. If there is a red message (e.g., “ITEM NOT FOUND”), you will have to delete the item from your cart to assign the cart or check out (Requester); optionally shop for an alternative item.

./images/group293/shared/ESAF/NUFinancials/iBuyNU/CART12.JPG

  1. Click Check Out.

You will be directed to the NUFinancials requisition page to complete the order.

View Cart History

You can view all of your shopping cart requests. 

  1. Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART13.JPG from the left side menu.

    or

Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART14.JPG on the purple header bar, and then click Cart History.

/images/group293/shared/ESAF/NUFinancials/iBuyNU/CART15.JPG

  • Click /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART16.JPG to change the number of shopping carts that display on the page. Choices are 20, 40, 80, and 100.
  • Click a page number to navigate to a different page.
  • Filter the list by typing a keyword in the Filter Orders text box and pressing Enter or by selecting a Start Date and End Date. Note: Keyword can be the Request Number or a word part of the description.
  • Click any column /images/group293/shared/ESAF/NUFinancials/iBuyNU/CART17.JPG to sort the list by that column type.
  • Click a request number to display request details.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:NUFinancials, iBuyNU, Cart, "Cart Assignments", "Cart History", Shopper, Requester   Doc ID:110887
Owner:ESAF PTP Team .Group:Northwestern
Created:2021-05-18 15:05 CDTUpdated:2021-08-04 16:30 CDT
Sites:Northwestern
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