Editing Non-Catalog Carts and Requisitions in the CU Marketplace

This job aid explains how to edit a Requisition for Non-Catalog goods or services in the CU Marketplace. You can save the progress of a draft Goods and Services Request Form and return to it later to complete and submit it as a Cart and Requisition. In the Cart or Requisition, any edits to the Request Detail or Lines must be made by returning to the original Goods and Services Request Form. After you submit your Requisition into workflow, you must request that the Requisition be returned to you by the Approver in order to edit it.

Last revised: March 2025

Details

If you selected to Save Progress before completing your Goods and Services Request Form (e.g., in order to gather required attachments), you can return to your form from the Orders dashboard.

  1. Navigate to the Finance Buying and Paying website, click the CU Marketplace logo, and log in using your Single Sign On. The JAGGAER application launches. 
The CU Marketplace logo.
The JAGGAER application launches.

Note: The CU Marketplace will automatically time out after thirty minutes of inactivity, consistent with other University Enterprise Systems. 

  1. Select the Orders tile. The Orders dashboard appears. 
The Orders dashboard appears.
  1. Scroll to the My Non-Catalog Goods and Services Requests section and select the Goods and Services Request Form to edit. The Goods and Services Request Form appears. 
The Goods and Services Request Form appears.
  1. Continue completing the form. Use the Navigation panel on the left to move between sections. 
  2. After completing all required information, click the Add and go to Cart button on the Review and Submit page. 
Click the Add and go to Cart button on the Review and Submit page.

After completing the Goods and Services Request Form and proceeding to your Cart or to the Requisition at Checkout, you must return to the Goods and Services Request Form in order to make edits to the Request details and Lines. Important Note: After making your edits in the Goods and Services Request Form, DO NOT click the Add and go to Cart button on the Review and Submit page. Instead, click the Save Progress button and the Back to Cart or Back to Requisition link on the top left of the Request form.

From the Cart

  1. From the Cart page, click either the Goods and Services Request Form link or Procurement Request: Goods and Services Request Form link.

From the Cart page, click either the Goods and Services Request Form link or Procurement Request: Goods and Services Request Form link.

The Goods and Services Request Form appears. 

The Goods and Services Request Form appears.
  1. Use the left side Navigation panel to locate and edit the relevant section. 
Use the left side Navigation panel to locate and edit the relevant section.
  1. Click the Save Progress button to save your edits. 
  2. Click the Back to Cart link in the upper left to return to your Cart. DO NOT click the Add and go to Cart button on the Review and Submit page or else the items in the form will be duplicated in your cart. 

From the Requisition at Checkout 

  1. On the Requisition page, click the Goods and Services Request Form link. 
On the Requisition page, click the Goods and Services Request Form link. 

The Goods and Services Request Form appears. 

The Goods and Services Request Form appears.
  1. Use the left side Navigation panel to locate and edit the relevant section. 
Use the left side Navigation panel to locate and edit the relevant section.
  1. Click the Save Progress button to save your edits. 
  2. Click the Back to Requisition link in the upper left to return to your Requisition. DO NOT click the Add and go to Cart button on the Review and Submit page or else the items in the form will be duplicated in your requisition. 

In order to edit Requisitions after they have been submitted into workflow for approval, you must first request that the Requisition be returned to you by the Approver.

You also have the option to Withdraw Entire Requisition while it is pending approval. However, this will terminate the Requisition and you will need to create a new one if you want to resubmit the order.

Viewing Your Submitted Requisitions

Click the Orders tile to navigate to the Orders dashboard.
  1. Click the Orders tile to navigate to the Orders dashboard. 
Click the Orders tile to navigate to the Orders dashboard.
  1. To access your Requisitions, scroll to the My Requisitions section and click the Requisition Number of the Requisition you want to view. 
To access your Requisitions, scroll to the My Requisitions section and click the Requisition Number of the Requisition you want to view.

Adding Comments and Notifying Approvers to Request Return 

Add a Comment that can be emailed to selected Approvers in order to request the document be returned to you for editing. 

  1. Click the Comments tab. 
Click the Comments tab.
  1. Click the New Comments icon. The Add Comment screen appears. 
  2. Type your Comment. Optionally, you can attach a file or add a link/URL. 
Type your Comment. Optionally, you can attach a file or add a link/URL.

You can select the individuals listed who have worked with your document to receive your Comment as an Email Notification, or click Add recipients to search for Approvers or other individuals you wish to send your Comment to. 

You can select the individuals listed who have worked with your document to receive your Comment as an Email Notification, or click Add recipients to search for Approvers or other individuals you wish to send your Comment to.
  1. Click the Complete icon. Comments are indicated on the Comments tab and listed on the Comments screen. 
Click the Complete icon. Comments are indicated on the Comments tab and listed on the Comments screen. 

Once the Approver returns the Requisition, you will receive an alert. The returned Requisition can be accessed from the My Action Items section from the CU Marketplace Welcome Page or the Orders dashboard. 

Editing a Returned Requisition 

1. Click the My Returned Requisition link in the My Action Items section of the CU Marketplace Welcome Page. 

Click the My Returned Requisition link in the My Action Items section of the CU Marketplace Welcome Page.

The Cart Management page appears. 

The Cart Management page appears.
  1. Click the Shopping Cart Name to open the Requisition. 
  2. Click the Goods and Services Request Form link. Make the necessary edits following the instructions in the Editing Request Details and Lines from a Requisition section above. 
Click the Shopping Cart Name to open the Requisition.

PRINTABLE VERSION

View and download the Editing Non-Catalog Carts and Requisitions in the CU Marketplace job aid.