Chartwells Dining Services is a Punchout Catalog Supplier that can be accessed through Oracle. This guide explains how to place and edit orders.

 

• Place Orders
• Edit Orders

 

Place Orders

1. Select Company Single Sign-On to access your Oracle account.

 

2. Navigate and select the Procurement module.
3. Select Purchase Requisitions (New).

 

 

4. Search for or select Chartwells Dining Services.

 

5. This has opened the Punchout Catalog. Search for the items you want to order and select Add to Cart.

 

6. When all items are in the cart, select Check Out.

 

7. Choose the date of the event.
8. Open the dropdown to select the deliver method as On Campus Delivery.

 

9. Fill out the Delivery Information and Event Details.
10. Select Continue.

 

11. Review the Order Summary. Select Continue.

 

12. Open the dropdown to select the Payment Method as Purchase Order.
13. Add in any additional email addresses of people who should be copied on communications regarding this order.
14. Select Process This Order.

Note: Unlike other Punchout Catalog requisitions, this automatically sends the order to Chartwells Dining Services and you will receive a confirmation email from orders@catertrax.com.

 

Note: Even though the supplier has already received the order, you must complete the requisition in Oracle.

15. Select the pencil icon.

 

16. Add a description for the requisition.
17. Change the distribution information if needed. Find information on split distributions in this guide.
18. Select Update.

 

19. Select Submit.

Note: Any changes to the deliver-to location or item quantity in Oracle will not be communicated to Chartwells Dining Services. All changes must go through the Chartwells site.

 

20. Review the confirmation email you received. Select Cart Details to see the full order information.

 

21. The order will list Pending PO until the requisition is fully approved and the Purchase Order has been communicated to Chartwells Dining Services. Then, it will change to Confirmed PO.

You have now completed the process of creating an order with Chartwells Dining Services.

 

 

All changes to orders with Chartwells Dining Services must be entered and approved in Oracle and then entered in the Chartwells site. Note that all changes must be entered in Chartwells no later than 24 hours before the delivery date. Make sure to allow for appropriate approval time.

 

1. Create a Change Order in Oracle to update the order. Follow the instructions in the Creating a Change Order Quick Reference Guide.
2. Wait for the Change Order to be approved.
3. In the Chartwells confirmation email, select Request Changes.

 

4. Update the Quantity of the items, the Delivery Information, and/or the Event Details.
5. Leave the Payment Type as Purchase Order.
6. Select Save Change/Update Request.

Note: If you are only updating the delivery information, you do not need to complete an Oracle Change Order.

 

You have now completed the process of editing an order with Chartwells Dining Services.