Marketsite+ Frequently Asked Questions (FAQ)

Marketsite+ is the University’s procurement ordering website. Marketsite+ supports catalog ordering from suppliers with which the university has negotiated contracts.

• Marketsite+ orders are placed through the M-Pathways eProcurement module.
• University faculty and staff can also search and view items in the supplier catalogs by using the Marketsite+ Browse Only link located on Wolverine Access in the Faculty & Staff > Finance category. This link opens a view-only version of the website. After searching for and viewing items, a browser can select items for purchase and assign the shopping cart to an individual in their unit who has system access to create the ePro requisition. Please refer to Marketsite+ Browse Only User Information for details.

You will use Marketsite+ to select goods from strategic suppliers’ catalogs. Briefly, the procedure is:

1. Access the M-Pathways Financials and Physical Resources System from Wolverine Access and navigate to Homepage: Purchasing and Payments; Tile: Create Requisition. 
2. Click Marketsite+ on the Web Suppliers tab.
3. In Marketsite+, search for your items either by:
   • Clicking the applicable Hosted or Punch-out supplier from the Home/Shop page and searching for your item(s) using the pop-up search field that appears.
   • Using the Shop field.
4. When your cart is complete, return to M-Pathways eProcurement to save and submit the order as an ePro requisition.

For complete instructions, see Enter a Marketsite+ Order.

You will use the Special Request link on the eProcurement Requisition page to order goods and services from external suppliers that do not have a strategic supplier contract with the University of Michigan. 
Note: Not all users who can order from Marketsite+ have the ability to place Special Request requisitions in eProcurement. Users with the PR EPRO USER role have the ability to place both Marketsite+ orders and Special Request requisitions.

My LINC (My Learning & Information Center) is a documentation repository for M-Pathways systems training. My LINC is available from the Wolverine Access Gateway under the Faculty and Staff > University Business category.

My LINC contains step-by-step instructions, system simulations, and eLearning course information to guide you in using Marketsite+ to place an order. Search for these documents and system simulations using the keyword Marketsite+ or from the My LINC Catalog under ITS > Financials > Procurement > Marketsite+ catalog path.

The Procurement Services website contains information about the Marketsite+ suppliers and their purchasing contracts with the university, including a search function.

Yes. The types of system access are:

• Marketsite+ Browse Only is view-only access. It is available through Wolverine Access > Faculty & Staff > Finance. Browse Only users can create shopping carts and assign them to individuals who are able to place orders. These users cannot place their own orders.
• PR EPRO MARKETSITE USER is the system access role that grants the user the ability to place Marketsite+ orders using the M-Pathways eProcurement module. This role doesn’t provide other eProcurement transaction activity.
• PR EPRO USER is the system access role that allows the user to place both Marketsite+ orders and Special Request ePro requisitions using the M-Pathways eProcurement module. 

You can locate descriptions and associated training for the PR EPRO MARKETSITE or PR EPRO USER role using the ITS Online Access Request (OARS) system.  After logging into OARS, search for the desired role.

You can view and register for the training courses associated with either role using My LINC. From the My LINC catalog, follow the ITS > Required & Recommended Training > Financials catalog path. Click the link for the desired role to view a list of any required and/or recommended training courses.

Many university departments have IT areas that ensure the standard software for the systems you use is available on your computer. Check with your unit’s systems administrator to verify that the following software is loaded on your machine.

See the Web browsers and desktop operating system support page.

• Browse-only users should follow the guidelines for M-Pathways.
• Windows or Macintosh users who will be placing orders in Marketsite+ should follow the guidelines for M-Pathways.
• This page also lists the software requirements for My LINC and other software that supports Marketsite+ use.

Your browser (e.g., Chrome or Safari) settings may need to be changed to accept all cookies and to allow pop-up windows to complete certain tasks in Marketsite+ and M-Pathways.

The link you select depends on your system access to Marketsite+. 

• Marketsite+ Browse Only: Click the Marketsite+ Browse Only under Finance to open the view-only system.
• M-Pathways ePro and/or Marketsite+ User: Click the M-Pathways Financials & Physical Resources System under University Business to navigate to Marketsite+ via eProcurement. 

• Hosted suppliers provide their catalog directly within Marketsite+. 
• Punch-out suppliers provide links to their websites and catalogs in Marketsite+.

Note: When you search for items on the Home/Shop page, Marketsite+ searches all suppliers (based on a pre-set list of keywords). Individual items from hosted suppliers appear in the search results. The results from a punch-out supplier depend on their catalog set-up in the system. You will either see:

• Items from punch-out suppliers either appear in the search results, or
• A line for a supplier indicating a matching item will be found in their punch-out catalog.

For these suppliers, a link displays that enables you to go (i.e. punch out) to the catalog.

• If you have system access to Marketsite+, either as a PR ePro M-marketsite User or PR ePro User, you need to click the M-Pathways Financials & Physical Resources System link from the Wolverine Access Faculty & Staff > University Business page to navigate to Marketsite+ via eProcurement.
• If you are an Marketsite+ Browser only, this is correct. The message is a reminder that Marketsite+ orders cannot be placed from this link, but you can view the items offered by the suppliers and assign a cart to the person in your unit who has system access to place the order.

Using the Assign a Cart feature, you can create a draft shopping cart of the items you would like to order and route it to the person in your unit responsible for placing Marketsite+ orders. The cart recipient (i.e., the assignee) receives a system-generated email and notification in Marketsite+ informing them of the draft cart and who assigned it. They are able to complete the order for you.

To use the Assign a Cart feature, users must set up or modify their Marketsite+ browser profiles. Marketsite+ Browse Only users can obtain step-by-step instructions for setting-up a browser profile and assigning a cart from the Procurement Services website.

You can use the Assign Substitute link on the Shopping Cart – Drafts page to choose a substitute ePro user. During the substitution period, any carts that are assigned to you will be automatically re-routed to the specified substitute. When you return to the office, click the End Substitution link that appears on the Shopping Cart – Drafts page.

The individual who assigns a cart to you while you are out of office is notified if the cart is being re-routed to a substitute ePro user. This information displays after they click Assign Cart.

Note: Cart Assignees can view the notes from the requestor (if any) by clicking the Comments tab on the Summary – Draft Requisition page.

No. However, you can begin a new Marketsite+ order.

Yes.

1. Locate the ePro req using the Manage Requisitions page in M-Pathways eProcurement module.
2. Select Edit Requisition from the Select Action drop-down list. Click Go. The ePro req opens at the Edit Requisition page.
3. Complete your edits applicable to an ePro req originating from an Marketsite+ order and click Save & submit.
4. Click Check Budget to ensure that a corresponding budget line exists for the ChartField combination(s) in the ePro req and that the ePro req is eligible to be built into a PO.

No. Change Orders are not available for Marketsite+ orders.

There are two ways to track your Marketsite+ order:

• The Requisition Cycle diagram on the Manage Requisitions page in M-Pathways eProcurement module allows you to view the transaction starting with the requisition and continuing with the Purchase Order, Invoice, and Payment stages. This is the same tracking mechanism used for any other ePro requisition. See Manage eProcurement Requisitions and Purchase Orders for instructions.
• The Orders & Documents > Search Documents page in Marketsite+ allows you to search for your order by M-Pathways PO number, by supplier, or by date range. Use this page when you want to see the date and time the PO was dispatched to the supplier by SciQuest (the supplier that supports Marketsite+).

The method you use to cancel an Marketsite+ order depends on where the requisition is in the process.

• If you have not saved and submitted the ePro req yet, click Cancel requisition on the Review and Submit page.
• If you have saved and submitted the ePro req, but the PO hasn’t been built from the req yet, access the My Requisitions page in M-Pathways and select Cancel Requisition from the Select Action drop-down list. Click Go. The Requisition Details page opens. Click Cancel Requisition.
• After the PO has been built, there are two steps to canceling the PO and the shipment of the order:
1. E-mail Procurement at procurement.services@umich.edu with the M-Pathways ePro requisition number or PO number and your contact information (i.e., name and phone number).
2. Contact the supplier to cancel the shipment of the order from the supplier’s standpoint. Search for Supplier contact information on the Procurement Services’ Find Products and Services page.
• If you are a Browse Only user and you need to unassign or delete a draft shopping cart, you can do so from Shop > My Carts and Orders > View Draft Shopping Carts. Or, you can contact the cart assignee. They have the ability to delete or modify the cart you created.

Marketsite+ is available for use when the M-Pathways Financials and Physical Resources System (FINPROD) is available. Generally, 6:00 AM to midnight Monday – Friday, 6:00 am – 11:00 PM Saturday, and 7:30 AM – 5 PM Sunday.