AggieMart

Procure2Pay electronic system.

AggieMart is the university’s electronic Procure2Pay system. It allows for the integration of purchasing and accounts payable to streamline the process for the university through:
  • Goods and services selections
  • Compliance and order enforcement
  • Receiving and reconciliation
  • Invoicing and payment

 

Key Facts

To use AggieMart, employees must be an approved user. Approved users fall into three categories:
  • Shopper – can create a cart but does not have access to the Banner Finance fund. The shopper assigns their cart to the requisitioner. Banner training is required.
  • Requisitioner – can create a cart and has access to the Banner Finance fund. The requisitioner enters the appropriate accounting codes and submits the requisition to the Approver. Banner training is required.
  • Approver – Banner training is preferred.
    • Department Approver – approves requisitions from a department level, area level, or functional level. This allows the cart to be delivered to the vendor for fulfillment.
    • Area Approver – approves a specific area or specific items.
Under the management of the university's Procurement Services Office, the portal supports:
  • Purchasing transactions
  • Accounts Payable transactions

How To:

For Shoppers:

A Shopper is a person that can create a cart in AggieMart but does not have access to the Banner Finance fund, but will assign the cart to a Requsitioner to complete and validate the financial transaction. For example, the original shopper may select the items, but the cart assignee (requsitioner) is needed to enter the appropriate accounting codes.

In order to become a Shopper, you must:

 

For Requsitioners:

A Requsitioner is a person that can create a cart in AggieMart and has access to the Banner Finance fund, and enter the appropriate accounting codes for submission to an approver.

In order to become a Requsitioner, you must first:

 

For Approvers:

An Approver is a person that has been granted access to approve requisitions from a department level, area level, or functional level. This person is granting permission to allow the cart to be delivered to the vendor to fulfill the order.

In order to become an Approver, you must first:
  • Complete the online Banner Finance Training
  • Once Banner Finance Training has been completed, complete the Banner Finance User Request Form and send it to financesecuritygroup@ncat.edu for processing and you will receive your Banner Access Profile.
  • Once you have received your Banner Access Profile you may move forward with registering for the online AggieMart Approver Training.
  • You will receive an email once approved to take the online training.
  • Once the modules are complete, you will receive an email which includes your credentials for AggieMart Access

 

  • Log into AggieMart
  • Enter the Purchase Order Number you are receiving into the search bar and click the magnifying glass.
  • The quick search box should appear with the purchase order number and requisition, and any other documents associated with this PO.
  • Click on the Purchase Order
  • Click on the Receipts Tab
  • Click on the Available Actions drop down box arrow
  • Click Create Quantity Receipt (for quantity orders)
  • Click Create Cost Receipt (for cost orders)
  • At the Receipt Line screen, the total amount to be received will automatically default in the Quantity boxes. You will change the amount (if needed) by entering the actual Quantity received for each line you are receiving.


Important note: Check the box(s) for those lines items that you are not receiving and click Go or enter a zero in the Quantity box(s) for each line you are not receiving.

 

  • Click Complete to Receive the line items
  • AggieMart will generate a Receipt No. which is now associated with the PO No.
  • Click on the PO No. to see the settlement status for your Purchase Order.

 

Aggiemart Forms

 

Additional Resources

To either report a better price or an issue with AggieMart, please email AggieMartSupport@ncat.edu.

If there are technical issues with AggieMart, please email Lem Williams.

 

 

 

Questions? Contact the Procurement Services Office.

AggieMartSupport@ncat.edu
336.334.2791
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