In CU Marketplace, users with Incompatible Access can enter requisitions over $10,000, and then proceed to approve them.

The inquiries described in these procedures cannot be performed by individuals with the Shopper role in CU Marketplace, as Shoppers can only view their own information.

Read the procedures

  1. Perform a Document Search. Use your side navigation bar and go to Orders > Search > Requisitions.

  2. Use the Add Filter option to add the following filters:

    a. Add Prepared By filter to search for the Requestor.
    b. The User Search pop-up window appears. Search for the Requestor by last name, first name, email address, and/or department.
    c. Select the appropriate Requestor(s) from the list of results. 
    d. Click the Apply button.
    e. Add Approved By filter and search for the same individual(s) as the Requestor(s) in step c.
    f. Use the Date filters to enter the time period for which you want to review data.
    g. Use the Total Amount filter to select Is Greater Than and enter “10000” in the next field.

Export your list into Excel to print a copy or edit…

  1. Click the Export All button located at the left side of the page.
  2. The Request Export pop-up window will appear. Enter a File Name and select Screen Export as the Export Type.
  3. Click Submit, then close the pop-up window.
  4. You may receive an email notification from CU Marketplace once your export is ready. (This depends on how you set your email preferences in your CU Marketplace profile.)
  5. Use the Action Items (flag icon) in the upper right ribbon to go to Manage Search Exports.
  6. The Status will show whether or not your file is ready.
  7. Select the name of your export and open the .zip file.
  8. Open the CSV file.
  9. Your list now appears as an Excel spreadsheet. You may want to resize some of the columns before printing. 

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