This section outlines the primary methods for assigning financial codes and selecting payment methods. During the requisition and order process, in Unimarket.
Financial Coding
On Account (General Ledger Codes)
Definition: The community can configure one or many account code formats (also known as GL account codes) used to code the requisition lines. These formats should match the structure used in the organization's Financial System (ERP).
Usage: Users must select the appropriate account code when completing their requisitions.
Blanket Orders
Definition: Blanket Order functionality allows for the creation of a contract order with one supplier for unspecified products/services over a specified time-frame. The order is pre-approved upfront.
Usage: Users draw down on the BO as required on a purchase-on-demand basis, eliminating the need for a new purchase order each time.
Enablement: Blanket Orders must be enabled for your community (contact support@unimarket.com). Once enabled, it can be enabled/disabled for specific suppliers.
Payment Options
Credit Card
Supplier Requirement: This payment option requires coordination with suppliers who accept credit cards.
Visibility: The credit card payment option will only appear for integrated suppliers that have it enabled.
Enablement: Credit Cards must be enabled for your community (contact your Unimarket Customer Success Manager).
Shared Credit Cards
Functionality: Shared Credit Cards allow users to pay using a credit card stored at the supplier's end. Specific cards can be allocated to users within your community and selected as a payment method during checkout.
Security: Suppliers are only sent the last four digits of the credit card number, which they use to match the card on file and process the payment.
Enablement: Shared Credit Cards must be enabled for your community (contact your Unimarket Customer Success Manager).