UB Marketplace Requests - Workflow

^* Required Information

Department Contact Information

Staff Contact Name*

First Name

Last Name

Staff Email Address*

Confirm Staff Email Address *

@buffalo.edu

Staff Campus Phone Number

xxx-xxx-xxxx

Department Name*

Department Chair or Department Head*

Authority for granting UB Marketplace requests

Request Information

What would you like to do?*

Request Access to a Store (Add or Delete) Request a Discount Code Request a GL Code Request a Refund

Store Information

Store Name*

Administrative Support Store College of Arts & Sciences General Store Health and Wellness Store Health Sciences Store Professional Schools Store Recreation Store SEAS Store Student Life Store

Access or Delete Information

To have access, each person must first be registered in the store. To register, go to UB Marketplace and select Register from the top menu.

Types of Access:

Reviewer: Can review all transactions

Store Admin: Can edit product information and text; includes Report access

Refund: Can grant refunds only

Vendor: Can view reports and edit products assigned to their Vendor Group

Add Access for how many registered people?*

0 1 2 3

Delete Access for how many people?*

0 1 2 3

Add Registrant Information

Name of Registrant 1*

First Name

Last Name

Email of Registrant 1*

@buffalo.edu

Registrant 1: What type of access is needed?*

Reviewer Store Admin Vendor Refund

Registrant 1: If you selected Reviewer access, and require access to a specific vendor group, which vendor group?

Registrant 1: If you selected Vendor access, which vendor group?*

Name of Registrant 2*

First Name

Last Name

Email of Registrant 2 *

@buffalo.edu

Registrant 2: What type of access is needed?*

Reviewer Store Admin Vendor Refund

Registrant 2: If you selected Reviewer access, and require access to a specific vendor group, which vendor group?

Registrant 2: If you selected vendor access, which vendor group? *

Name of Registrant 3*

First Name

Last Name

Email of Registrant 3*

@buffalo.edu

Registrant 3: What type of access is needed? *

Reviewer Store Admin Vendor Refund

Registrant 3: If you selected Reviewer access, and require access to a specific vendor group, which vendor group?

Registrant 3 If you selected vendor access, which vendor group?*

Delete Registrant Information

Delete Name of Registrant 1*

First Name

Last Name

Delete Email of Registrant 1*

@buffalo.edu

Delete Name of Registrant 2*

First Name

Last Name

Delete Email of Registrant 2 *

@buffalo.edu

Delete Name of Registrant 3*

First Name

Last Name

Delete Email of Registrant 3*

@buffalo.edu

Discount Information

Has the discounted fee been approved for each requested discount?*

Yes No

You cannot complete this request without prior fee approval. Please obtain approval by submitting the Fee Approval Request form.

Restart this request after receiving fee approval.

Learn more about creating State fees.

Contact us at ubs-fees@buffalo.edu for questions.

Discount applied to how many products?*

1 2 3

Discount on Product 1

Product 1 Name*

Product 1 GL Code*

2, 3 or 4 digits

Original Price Product 1*

$x.xx

Product 1 Type of Discount*

Dollar Percentage

Product 1 Discount Dollar Amount*

$x.xx

Product 1 Discount Percentage Amount*

x.x%

Discounted Price Product 1* $

$x.xx

Product 1 Discount Code*

Please create a brief code that is appropriate for your intended use. Example: CODE20

Product 1 Discount Description and / or Purpose*

Discount on Product 2

Product 2 Name*

Original Price Product 2*

$x.xx

Product 2 GL Code *

2, 3 or 4 digits

Product 2 Type of Discount*

Dollar Percentage

Product 2 Discount Dollar Amount*

$x.xx

Product 2 Discount Percentage Amount*

x.x%

Discounted Price Product 2*

$x.xx

Product 2 Discount Code*

Please create a brief code that is appropriate for your intended use. Example: CODE20

Product 2 Discount Description and / or Purpose*

Discount on Product 3

Product 3 Name*

Original Price Product 3*

$x.xx

Product 3 GL Code*

2, 3 or 4 digits

Product 3 Type of Discount *

Dollar Percentage

Product 3 Discount Dollar Amount*

$x.xx

Product 3 Discount Percentage Amount*

x.x%

Discounted Price Product 3*

$x.xx

Product 3 Discount Code*

Please create a brief code that is appropriate for your intended use. Example: CODE20

Product 3 Discount Description and / or Purpose *

Product Information

Do you have fee approval for this product?*

Yes No

You cannot complete this request without prior fee approval. Please obtain approval by submitting the Fee Approval Request form.

Restart this request after receiving fee approval.

Learn more about creating State fees.

Contact us at ubs-fees@buffalo.edu for questions.

Was this previously an ePay product?*

Yes No

Approved State IFR Account Number*

8 digits; Funds collected for this item to be deposited here

3 Digit ePay #*

Product Name*

Must match the name on the Fee Approval

Product Description*

Is the price a set price or is it variable? *

Set Variable Customer Entered

Price Type Options

Set: One price for everyone for this product

Variable: The price can vary with a variety of options or circumstances, such as affiliation of the customer, date of purchase, product variations

Customer Entered: As from a previous price quote

Set Price*

Same price for each purchase

Number of Different Prices for this Product*

1 2 3 More than 3

Additional Product Price Notes

Variable Prices

Variable Price 1*

$x.yy

Variable Price 1 Description*

Describe the qualification for Price 1

Variable Price 2*

$x.yy

Variable Price 2 Description *

Describe the qualification for Price 1

Variable Price 3*

$x.yy

Variable Price 3 Description*

Describe the qualification for Price 1

More than 3 Variable Prices

List each additional price and its description

Refund Information

GL Code Refund Product*

2, 3 or 4 digits

Order ID #*

5-6 digits

Product Name Refund Product*

Dollar amount of original order for refund*

$x.xx

Is this a full or partial refund?*

Full Refund Partial Refund

Dollar amount to be refunded*

$x.xx

Fees Group Review

Reviewer Name*

First Name

Last Name

Reviewer Email*

@buffalo.edu

Fee Group Review Discount Request

Discount Product Name 1*

Discount Fee Verified Product 1*

Yes No

Discount Product Name 2*

Discount Fee Verified Product 2*

Yes No

Discount Product Name 3*

Discount Fee Verified Product 3*

Yes No

Fee Group Review GL Code Review

Product Name*

Approved Fee on File*

Yes No

State IFR Account Verified*

Yes No

Last Step in UB Marketplace Request

Add Access Request*

Completed as Requested Partially Completed Cannot be Completed

Delete Access Request *

Completed as Requested Partially Completed Cannot be Completed

Discount Code Request for General Store*

Completed as Requested Partially Completed Cannot be Completed

Discount Code Request for Departmental Store*

Completed as Requested Partially Completed Cannot be Completed

Reason for Incomplete Discount Code Request*

GL Code Request*

Completed as Requested Cannot be Completed

Product Name for this GL Code*

The GL Code*

2, 3 or 4 digits

Why the GL Code Request Cannot be Completed*

Refund Request*

Completed as Requested Cannot be Completed

Product Name for Refund*

Amount of Refund*

Why can't the Refund request be completed*

Describe why the request cannot be completed and what the requestor needs to do.

Last Step Add Access Request

Access has been setup for Registrant 1*

Yes No

Access has been setup for Registrant 2*

Yes No

Access has been setup for Registrant 3*

Yes No

Reason for Incomplete Additions*

Last Step Delete Access Request

Access has been deleted for Registrant 1*

Yes No

Access has been deleted for Registrant 2*

Yes No

Access has been deleted for Registrant 3*

Yes No

Reason for Incomplete Deletions*

Last Step Discount Code for General Store

Discount Code for Product 1 applied in General Store*

Yes No

Discount Code for Product 1*

Discount Code for product 2 applied in General Store*

Yes No

Discount Code for Product 2*

Discount Code for Product 3 applied in General Store*

Yes No

Discount Code for Product 3*

Last Step Discount Code for Department Store

Discount Code for Product 1 created for Department Store*

Yes No

Discount Code for Product 1*

May be overwritten

Discount Code for product 2 created for Department Store*

Yes No

Discount Code for Product 2*

May be overwritten

Discount Code for Product 3 created for Department Store*

Yes No

Discount Code for Product 3*

May be overwritten