Reassign a Cart or Reject a Cart in iBuyNU (NUFinancials)

This guide will walk users with the Shopper or Requester roles through the process of reassigning a cart or rejecting a cart in iBuyNU.

When you create a cart and assign it to a Requester, the cart is stored as a draft. The cart’s status is Pending, waiting for the assigned Requester to take action on it. You can reassign a cart or reject (delete) it as long as the cart’s status is Pending.

Reassign a Cart

To reassign the cart to another Requester:

  1. Display the Shopping Cart page by clicking the cart /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC01.JPG .
  2. Click Assignments.
/images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC02.JPG
  1. Find the cart that you want to reassign and click /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC03.JPG.

/images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC04.JPG  

  1. Delete the assigned requestor by clicking the x to the left of the name.

  /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC05.JPG

  1. Enter the name of the new Requester.
  2. Optionally, change the reminder date.
    1. To prevent a reminder from being sent, clear the Send a reminder
    2. To send a reminder, click the Send a reminder checkbox, click the date, and select a date from the calendar pop-up.
  3. Optionally, type a note.
  4. Click Submit.

 /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC06.JPG

 

Reject a Cart

To reject (delete) a cart:

  1. Display the Shopping Cart page by clicking the cart /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC07.JPG.
  2. Click Assignments.
/images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC11.JPG
  1. Find the cart that you want to reject and click /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC08.JPG .

  /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC09.JPG

  1. Type a reason for the rejection; a rejection reason is required.
  2. Click Submit.

  /images/group293/shared/ESAF/NUFinancials/iBuyNU/RRC10.JPG

Additional Resources

Procurement and Payment Services 

https://www.northwestern.edu/procurement/

phone: 847-491-8120 

email: procurement@northwestern.edu

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




Keywords:NUFinancials, iBuyNU, Reassign, Reject, Cart   Doc ID:111114
Owner:ESAF PTP Team .Group:Northwestern
Created:2021-05-28 16:09 CDTUpdated:2021-08-04 14:12 CDT
Sites:Northwestern
Feedback:  0   0