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Table of Contents

Introduction

  1. KSAMS Access
    1. Ecommerce

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Ecommerce - Department Profile Creator
  1. Create, update, delete, submit, and archive programs for authorized organization(s)
  2. View Program Query for authorized organization(s)
Ecommerce - Department Head
  1. Approve programs for authorized organization(s)
  2. View Program Query for authorized organization(s)
KSAMS Role
Description

Marketplace KSAMS Roles

uStore KSAMS Roles

Marketplace - uStore Manager
  1. Responsible for managing store settings, such as the store images, store categories, store payment methods, and shipping rates.
  2. Responsible for assigning uStore clerks, a uStore accountant, and fulfiller users (including a fulfiller with refund/cancel rights).
  3. Responsible for adding and editing products.
  4. Responsible for creating store promotions.
  5. Can view uStore reports.
Marketplace - uStore Clerk

  1. Responsible for adding and editing products.

  2. Responsible for moving products among categories.

Marketplace - uStore Fulfiller
  1. Responsible for fulfilling orders.
Marketplace - uStore Fulfiller with Cancel/Refund Rights

  1. Responsible for fulfilling orders as well as refunding and cancelling orders.

Marketplace - uStore Accountant
  1. Responsible for viewing uStore reports.
KSAMS Role
Description

uPay KSAMS Roles

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  1. Responsible for managing uPay site settings.

  2. Responsible for assigning uPay payment clerks and accountants.

  3. Can view uPay reports.

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  1. Responsible for issuing uPay refunds.

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  1. Responsible for viewing uPay reports.
  2. Responsible for viewing and updating the Posting Status report.

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KSAMS Role

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      1. Request routed to Department Security Administrator (DSA)
    2. Marketplace
      1. Request routed to Payment Card Services (Central Office)
      2. Approved after Ecommerce program profile is approved (e.g. might take time)
  2. Ecommerce
    1. Create program profile with Chart of Account (COA) distribution
      1. Indicate uStore or uPay in description
      2. For uPay - name is used in customer receipt email signature. Plan accordingly.
    2. Submit for approval
    3. Central Office will create uStore/uPay skeleton before approving program
    4. Business rules:
      1. 1-1 mapping between Ecommerce program and uStore or uPay site
        1. Name is used to map for ledger processing
        2. uStore products will share same COA distribution
        3. uPay transactions will share same COA distribution
      2. If COA distribution is different (chart, account, sub-account, object, sub-object, project, org doc no, org ref ID, or distribution percentage), department must create different programs and have separate uStore/uPay sites
  3. Marketplace Authorization
    1. Central Office will setup users and send out login information
    2. Central Office will assign appropriate access to uStores/uPay sites
  4. Marketplace
    1. Authorized department users can configure uStore/uPay
      1. uStore products must have "Auto Fulfill" set to Yes
    2. Verify uStore/uPay with personal card (e.g. Marketplace does not have test credit card numbers in PRODUCTION)
      1. Can void before midnight cutoff, or issue a refund after
    3. Bring uStore/uPay live accordingly