amended registration this document takes you through the process of amended registrations for the...

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Amended Registration This document takes you through the process of amended registrations for the University’s online systems. An amended registration is defined as a change to one of the following: Name E-Mail Phone Department Street Address Building/Room Approver Accounts All other registrations are new registrations. In order to register, you must be authorized for all of the accounts that you select. If you are not authorized you must have the Account Manager complete and submit the Account Authorization Form.

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Page 1: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration This document takes you through the process of amended registrations for the

University’s online systems.

An amended registration is defined as a change to one of the following:

Name E-Mail Phone Department Street Address Building/Room Approver Accounts

All other registrations are new registrations.

In order to register, you must be authorized for all of the accounts that you select. If you are not authorized you must have the Account Manager complete and submit the Account Authorization Form.

Page 2: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration Reason for Amendment

Funding/Registration Type: You will need to select the type of funds to be used. Are you using state funds or research funds or both?

First and Last Name

E-Mail

Phone

Department

Building and Room Number: You may enter up to 2 ship to locations.

Street Address: You may enter up to 2 street addresses.

City and State: You may enter up to 2 city and zip codes.

The following information will need to be entered.

Page 3: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont) Approver Required: Do your orders require approval

Approver Information: If orders require approval the name and e-mail of the approver will need to be entered.

List of State Accounts, if necessary: If you have state funded accounts you must enter the account number(s). Accounts must contain 8 digits. For accounts with only 6 digits, please enter 00 for the 7th and 8th digits.

List of Research Accounts, if necessary: If you have research funded accounts you must enter the account number(s). Accounts are entered in one of the following manners: 1234567-1-12345 or 1234567-12-12345.

Online Systems Requiring Access to: Check all systems for which access is required.

Submit Button: Once all information is entered select the submit button.

Page 4: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration

Step 1:

Select Amendment

Select Amendment

Page 5: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 2:

Enter reason for amendment

Enter reason for amendment

Page 6: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 3:

Select Funding Type

(a) State

(b) Research

(c) Both

Registration Type (for this example we will select both)

Page 7: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 4:

Enter your First and Last Name

Enter your first and last name

Page 8: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 5:

Enter your e-mail address

Enter youre-mail address

Page 9: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

AmendedRegistration(Cont)

Step 6:

Enter yourphone number

Enter PhoneNumber

Page 10: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 7:

Enter your department

Enter Department

Page 11: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 8:

Enter your building and room. You may enter 2nd building and room location.

Enter Buildingand Room

If needed, enter 2nd Building and Room

Page 12: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 9:

Enter your street address. You may enter 2nd street addresses

Enter StreetAddress

If needed enter a2nd Street Address

Page 13: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 10:

Enter your city and zip code. You may enter a 2nd city and zip code.

Enter City and Zip

If needed enter a 2nd City and Zip.

Page 14: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 11:

Order Approval. Yes or No?

Order Approval (for this example we will select yes)

Page 15: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 12:

Enter your approver’s First and Last Name and e-mail address

Enter approver’s first and last name

Enter approver’s e-mail address

Page 16: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 13:

Enter State accounts (if necessary). Depending on the Registration Type you selected in Step 2 one or two account boxes will appear.

Enter accounts with a ;between accounts and none after the last one.

Enter State Accounts (for this example we have both State and Research Accounts)

Only enter the accounts that you are adding to your profile.

Page 17: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 14:

Enter Research accounts (if necessary). Depending on the Registration Type you selected in Step 2 one or two account boxes will appear.

Enter accounts with a ; between accounts and none after the last one

Enter Research Accounts (for this example we have both State and Research accounts)

Only enter the accounts that you are adding to your profile.

Page 18: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 15:

Select your vendors. Select the

Vendors (you must select at least one)

Page 19: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration (Cont)

Step 16:

Click the Submit Button

Click the Submit Button

Page 20: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

When you get this screen, please close out of the application. Do not hit the back arrow.

This is the screen that you will receive if all of the information was entered properly.

Click the X to close out.

Page 21: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

This screen will list the sections where information was entered incorrectly. Select OK and correct those sections.

Please note that only those sections where information is entered incorrectly will be listed.

Page 22: Amended Registration  This document takes you through the process of amended registrations for the University’s online systems.  An amended registration

Amended Registration To access the Registration Page, please go to the

following link: http://www.albany.edu/purchasing/online_ordering_registration.html

The Office of Purchasing and Contracts will review your information. If there are no issues with the information that you provided it will be transmitted to the vendor(s) that you selected. If any issues are found you will be asked to resubmit the amendment.

If you have any questions regarding this matter, please do not hesitate to contact the Office of Purchasing and Contracts at [email protected]