Quick Steps: Order Items from Campus Wide Agreement (CWA) Catalog

Who does this?  Stanford faculty, staff, student employees, and temporary employees

When?  Ordering items (for the conduct of Stanford business) from suppliers who have special price agreements with Stanford

For a list of suppliers and products included in Campus Wide Agreement (CWA) catalogs, see Campus Wide Agreement Vendors and Offerings.

How?  By creating a CWA requisition from an online catalog using the Oracle iProcurement application.

 

Order Items from Campus Wide Agreement (CWA) Catalog (9 steps)

To purchase items from Stanford's online Campus Wide Agreement (CWA) catalog:

1. Launch Oracle Applications.
2. Enter your SUNet ID and password.

Note:  Get Access to iProcurement [link]

Select responsibility SU Internet Procurement.

From the iProcurement Main Shop page:

1. Enter descriptive words or item number in the box titled Search Campus Wide Agreements (CWA).
2. Click Go button to view search results.

To add an item to your shopping cart:

1. Enter the desired order Quantity.
2. Click Add to Cart button.

Repeat steps 3-4 to add additional items to your shopping cart.

When you are ready to check out:

1. Click View Cart and Checkout button in the upper right section of the screen under Shopping Cart.

From the Checkout: Requisition Information screen:

1. The Requisition Description field defaults to the first line item on the requisition. Update the Requisition Description field to provide a clear explanation of the business purpose for the purchase.
2. Enter / Update Delivery information (i.e. Need-By Date, Requestor, Deliver-To Location, Department Name, Room, Attention).

Note:  How-to Set-up iProcurement Preferences (Establish default Delivery Location & Billing Accounts)

3. Enter / Update billing information (i.e. Project, Task, Award, Expenditure Type).

Note:  Expenditure Type Look-up Tool [link]

4. CWA items are normally taxed by California. For federally sponsored PTAs, change the Tax Code to Tax-Exempt.
5. Click Cancel, Save, or Edit Lines as required.
6. Click Next button to continue checkout.

From the Checkout: Review Approver List screen:

1. Verify and Add Approvers as required.
2. Enter an optional Note to Approver.
3. Click Review and Submit button.

From the Checkout: Review and Submit Requisition screen:

1. Click Save to save your requisition with an In-Process status for submittal at a later date.
2. Click Printable Page to print a copy of your order.
3. Click Submit button to route your order for approval.

To check the approval/order status of your requisition:

1. Select Requisitions tab.


~ Or ~

2. Select Shop tab and look under My Requisitions

 

What happens next?

• Items will be delivered to the Deliver-to location specified in Step 6 above.

Questions?

• For more detailed instruction, attend FIN-0410: Purchasing Using Oracle Internet Procurement.
• If you have questions, please submit a HelpSU ticket. Select Request Category Administrative Applications and Request Type Oracle Financials.