TechBuy - Completing the Requisition

Once you have edited and reviewed your cart, it is ready for completion. Select either Submit Req or Assign Cart. Submitting the requisition begins the PR workflow processes. These workflow steps are discussed in the TechBuy Basics document. If you assign the cart, you are relinquishing your ability to submit. The user who receives the assigned cart will need to submit the requisition.

Select Submit Req or Assign Cart button

Submitting the Requisition

Once your cart is complete and accurate, select Submit Req.

Select Submit Req button

You will receive a message that your requisition has been submitted.

Message that requesition was submitted

Make note of the requisition number. We suggest using the requisition number when searching History.

Assigning the Cart

A user may choose to assign their cart to another individual for review and/or submission. Prior to assigning the cart, verify the assignee has Banner fund authority for the fund(s) used on the order. Select Assign Cart.

Select Assign Cart button

The Assign Cart: User Search window will appear. Select Search.

Select Search

The User Search provides a way to look for a desired Assignee by first and last name, email, business unit name, department, position, and role. Enter the search criteria, then click Search.

Enter the name and search criteria and click search

Select the + to the right of the appropriate name to add as the Assignee.

Click the plus sign next to the appropriate assignee

Enter a Note To Assignee, as required, and click the Assign button.

Enter a note to the assignee

You and the Assignee will receive an email notification that your cart has been assigned.

Email message cart assigned

Emails are sent at regularly scheduled intervals as a reminder about carts that have not been processed and require attention. The email reminders are based on the date the draft cart is assigned to the user. The initial email reminder will be sent three days after the cart assignment. Repeat email reminders will be sent daily until action is taken and the cart is processed. The email provides a link for the user to access TechBuy and view the assigned cart(s).

Click hyperlink to view cart in TechBuy

Once the cart has been assigned, it can be viewed from your Assigned Carts until the assignee has submitted the requisition. After the cart is submitted by the assignee, it can be viewed using Document Search.

List of assigned carts that have not been submitted

The assigner retains the option to unassign the cart unless the assignee has submitted the order. To unassign the cart, select Unassign from the Action drop-down menu.

Select Unassign

The cart will open, and you will again maintain control of the cart.

Returning an Unassigned Cart

Occasionally, a requisitioner will have a cart assigned to them by mistake, or the requisitioner may want the shopper to provide additional information or select a different account code. The requisitioner can return the cart to the shopper to allow the shopper to make any corrections to the cart or assign the cart to the appropriate person.

To return a cart to the shopper, select the Return Cart button.

Select Return Cart button

You will be presented with a Return Cart window that will allow you to enter a reason why the cart is being returned and then select Return.

Enter a reason and then the Return button

You will receive a message that the cart has been returned.

Email message cart returned

The returned cart will now appear in Cart Management under Draft Carts. The Type of cart will indicate it has been Returned.

An email will also be sent to the shopper. The email will include the reason for the return from the note that was attached during the return. A View Carts link is also provided in the email that will take the shopper to the Draft Carts page to modify the cart.

Click view carts

Submitting an Assigned Cart

If a user has assigned a cart for your review, you should receive an email notification. If you do not receive an email notification, you will need to modify your email permissions in your profile. Review the TechBuy User Profile training document for additional information.

You can locate carts assigned to you under the Assigned Carts tab of Cart Management.

Click assigned carts tab to see carts assigned

Select the Shopping Cart Name of the assigned cart to open the order.

Select Shopping Cart Name

The cart will open and allow you to edit and/or submit the requisition.

NOTE: When you review the cart, change the Prepared For field to your name. TechBuy sends the name of the person in the Prepared For field to Banner to check for fund security. For additional information about reviewing the cart, please review the Review the Cart document.

Once you have reviewed the cart and entered your name in the Prepared For field, follow the steps above to submit the requisition.

For additional questions about TechBuy, email purchasing@ttuhsc.edu.