Welcome to Vendor - PowerPoint PPT Presentation

1 / 36

About This Presentation

Title:

Welcome to Vendor

Description:

Pressing the Page Down Key on your keyboard will allow you to proceed screen by screen. ... If you wish to repeat the sequence, first press Page Up and then ... – PowerPoint PPT presentation

Number of Views:78

Avg rating:3.0/5.0

Slides: 37

Provided by: jillbr6

Category:

more less

Transcript and Presenter's Notes

Title: Welcome to Vendor

1
Welcome to Vendor Payee Registration Process
Overview
State of Michigan

for
Business Payees

Brought to you by the Office of Financial
Management
2
Getting Started
Use the Page Down Key or Page Up Key to
navigate

Navigation
This training is manually controlled by the
trainee. Pressing the Page Down Key on your
keyboard will allow you to proceed screen by
screen. Pressing the Page Up Key will allow you
to backup to the previous screen. Many screens
contain sequential popup information. If you
wish to repeat the sequence, first press Page Up
and then press Page Down. If you wish to skip
quickly through the sequential information, press
the Page Down Key before the sequence ends. The
scroll bar at the far right will allow you to
navigate quickly through multiple screens.
Linking from the Tutorial
This tutorial contains links to reference
information. Be sure to click the button
on your browser to return to the training.
Clicking the X (Close) button will close the
training tutorial.

When linking, click the BACK button to return to
training
3
What is a Business Payee?
Examples of a business payee are
Sole ProprietorPartnershipLimited Liability
CompanyCorporation501(C)3 NonprofitNon
Resident Aliens, Foreign Corporations or
Foreign Partnerships Church or Church Controlled
Organization Nonprofit Organization
Estate/TrustGovernment Agency School
If you are not a Business Payee, please access
the training for Individual Payee. If you are
already registered and want to find out more
about the new Multiple EFT functionality, please
access the Multiple EFT Overview Tutorial
4
Who is this training for?

Business Payees who are registering for the first
time in Contract and Payment Express
Business Payees who intend or expect to receive
bids, purchase orders, and/or receive payments
from the State of Michigan
Business Payees who are registering in order to
sign up for Multiple EFT (Direct Deposit)
Business Payees who wish to see an overview of
the CPE registration process prior to their
actual registration

5
What is needed to Register as a Business Payee?

Type of ownership (corporation, partnership, sole
proprietor, etc.)
Legal business / sole proprietor name
Tax Identification Number (TIN)
E-mail address (optional)
Primary contact information
Counties in which you are willing to provide
goods/services (optional)
Identify the goods/services you are willing to
provide (optional)
Any additional address and information associated
with each business location

6
Access the Contract and Payment Express
Welcome Page
michigan.gov/cpexpress
7
Click Go to CP Express
The Welcome Page contains instructions that
should be read by all Business Payees who wish
to register. When you have finished reading the
instructions and are ready to register, click on
the Go to CP Express button.

NOTE CPE REGISTRATION HAS A 10 MINUTE TIMEOUT
FEATURE. WHEN REGISTERING, IF YOU EXCEED 10
MINUTES WITHOUT CLICKING THE SCREEN OR TYPING
ENTRIES, YOUR REGISTRATION SESSION WILL EXPIRE.
IF THAT HAPPENS, YOU SHOULD CONTACT US FOR
ASSISTANCE. YOU WILL BE INSTRUCTED TO EITHER
START OVER OR WAIT FOR A PASSWORD TO BE MAILED TO
YOU.
TIP - ONE WAY TO AVOID TIMING OUT IS TO
PERIODICALLY CLICK YOUR SCREEN WHEN YOU NEED MORE
TIME TO READ OR THINK THROUGH YOUR ENTRIES.
8

TIPCLICK ON FAQ FOR FREQUENTLY ASKED QUESTIONS
OR KEYWORDS FOR DEFINITIONS OF TERMS USED

Click the New users button

Create a unique User ID

Enter your Tax Identification Number (TIN)

This Icon means you will need to scroll down the
page when registering
of 28 of all payments.
TIP ENTER YOUR FEIN OR SSN WITH NO SLASHES,
DASHES OR SPACES
NOTE AN ASTERISK () INDICATES REQUIRED FIELDS
10
Select the appropriate Registration type(s)

Select the appropriate TIN type

Click Continue

DID YOU RECEIVE THIS MESSAGE?

TIP IF YOU RECEIVE THE MESSAGE CONFIRM
PASSWORD MAILING ADDRESS IT MEANS YOU ARE
ALREADY ON THE STATE VENDOR FILE. CLICK ON YES
IF THE ADDRESS SHOWN IS CORRECT, A PASSWORD WILL
BE MAILED TO YOU. IF THE ADDRESS IS NOT CORRECT,
CLICK ON CONTACT US AND CALL PAYEE REGISTRATION
FOR ASSISTANCE. THEN CLICK NO TO EXIT.

If yes, confirm information
and record User ID for future use

Enter Security Code

Click Yes

Click No if information is incorrect

Enter Business Name or Names

Enter Contact Information

Note A Sole Proprietor will be asked to provide
their first and last name
Note If you intend to sign up for Direct
Deposit and enter an address in the E-mail field,
you will be notified by E-mail prior to receiving
a payment in your bank account
13

Enter Federal tax reporting address

Select address preferences

Select Type of business

Select type of commodities and
business size

Select Business
characteristics

Select Backup withholding

Click Submit

Confirm Registration Details

Click Yes to add information

Click No if information is incorrect

Your W-9 is automatically filled in for you

Click Submit

TIP IF THERE IS NO SUBMIT BUTTON, YOU MUST
PRINT THE W-9, SIGN, DATE AND MAIL IT TO THE
ADDRESS SPECIFIED ON THE FORM. THEN CLICK
CONTINUE.
TIP IF YOU ARE A FOREIGN BUSINESS PAYEE, THE
W-9 SCREEN WILL NOT APPEAR. FOREIGN PAYEES MUST
SEND A COMPLETED W-8 FORM TO THE STATE OF
MICHIGAN, WHICH CAN BE PRINTED FROM THE FORMS
REFERENCE SECTION.
17

Select your Counties or the Entire State

County map

Click Submit

Note - Click Cancel if you do not wish to
select a county or counties
18

You will next be asked to sign up for Direct
Deposit/EFT of your payments.

What information is needed to sign up?

Account Holder Name(s)
Account Type(s) (Saving or Checking)
Account Indicator(s) (Consumer or Commercial)
Financial Institution Routing Number(s)
Financial Institution Account Number(s)
A printer is required to print the Direct Deposit
Authorization Form for your records
(optional)
For U.S. Financial Institutions Only

19
What are the advantages of Multiple EFT/Direct
Deposit?
Funds may be available more quickly and the risk
of payments being delayed or lost in the mail is
eliminated You can establish multiple Direct
Deposit bank accounts Howeveryou can associate
only one bank account to one mailing address at
a time
20
The Add Direct Deposit Details Screen has 4
sections that must be scrolled to access.
Financial Institution Account Section
We will look at each section separately
Payment Details Section
Status Section
Payment Mailing Address Section
21
Note You are now establishing bank Acct Seq No
001
Note Your Payee number and Payee name should
appear

Enter Joint Account Holders names if any

Select Account type

Select Account indicator

Enter and Confirm Routing number

Enter and Confirm Account number

TIP-YOU WILL SAVE TIME IF YOU OBTAIN YOUR
FINANCIAL INFORMATION PRIOR TO YOUR ACTUAL
REGISTRATION
23

Fill out the Payment details section if needed

NOTE PAYMENT DETAIL FROM YOUR BANK IS GENERALLY
ONLY REQUIRED BY LARGE BUSINESSES. USUALLY,
PAYMENT DETAIL ON THE CPE WEBSITE IS SUFFICIENT
TIP YOU MUST ASSOCIATE AN ADDRESS WITH THE
ABOVE DIRECT DEPOSIT ACCOUNT
TIP CLICK CANCEL IF YOU CHOOSE NOT TO SIGN UP
FOR DIRECT DEPOSIT AT THIS TIME

Click Submit

CHECK THE BOX TO SIGNIFY THE ADDRESS YOU WISH TO
ASSOCIATE TO BANK ACCT SEQ NO 001

Click the printer icon to print the form for your
records

Next, you must submit the authorization
electronically

After reading, check the box to agree to the
Terms and Conditions

Note Click Update Direct Deposit Information if
you wish to change or correct your Direct Deposit
details

Click Submit

Enter your commodity number or
determine your commodity class

TIP THERE ARE 90 PAGES OF COMMODITY NUMBERS
DESCRIPTIONS IN THE LIST YOU MAY VIEW THEM NOW

IF YOU NEED TIME TO THINK OVER YOUR COMMODITY
CODE SELECTIONS, THE BEST APPROACH IS TO VIEW
THEM NOW AND DECIDE YOUR CODES PRIOR TO
REGISTERING.
TIP THIS SCREEN WILL NOT APPEAR IF YOU
PREVIOUSLY INDICATED THAT YOU DID NOT SUPPLY A
COMMODITY TYPE TO THE STATE OF MICHIGAN.
26

NOTE THIS SCREEN WILL APPEAR IF YOU SELECTED
ENTER NUMBER FROM THE SELECT COMMODITY CLASSES
SCREEN YOU MAY ENTER YOUR CODES IF YOU KNOW THEM
27
NOTE THIS SCREEN WILL APPEAR IF YOU SELECTED A
COMMODITY CLASS IT SHOWS ALL THE 5 DIGIT
COMMODITY CODES WITHIN THE 3 DIGIT COMMODITY
CLASS MAKE YOUR SELECTIONS AS APPROPRIATE
28

If you entered or selected commodities/services,
view them here

Click Continue

REGISTRATION TIP ACCESSING THE COMMODITY
LISTING AND SEARCHING FOR YOUR COMMODITY NUMBERS
MAY CAUSE YOU TO TIME OUT AND LOSE YOUR SESSION.
YOU CAN DOWNLOAD THE 90 PAGE LIST, SKIP YOUR
SELECTION AND CONTINUE WITH YOUR REGISTRATION
ENTERING THE COMMODITY CODES AT A LATER DATE.
TO DO THIS CLICK VIEW SELECTED COMMODITIES
FROM THE SELECT COMMODITY CLASSES SCREEN AND
CLICK CONTINUE. YOU CAN ACCESS CPE 24/7 AND
ADD YOUR CODES LATER.
29
Verify all your information you may also add
additional addresses or edit the Registration
Details from this screen

TIP YOU MAY WANT TO PRINT THE REGISTRATION
PAGES YOU ARE SUBMITTING USING YOUR BROWSERS
PRINT OPTION FOR YOUR RECORDS
30
Note Bank Acct Seq No 001 details
Note Address 1 is also Mail code 000/001
SCROLLING DOWN, YOU CAN REVIEW YOUR DIRECT
DEPOSIT ACCOUNT DETAIL AND
THE ADDRESS/ACCOUNT ASSOCIATION YOU ESTABLISHED
Note Acct Seq No 001 is associated to Address
1
31

AT THIS POINT YOU MAY CHOOSE TO ADD
MORE BANK ACCOUNTS BY CLICKING THE
ADD DIRECT DEPOSIT ACCOUNT LINK ON THE PREVIOUS
PAGE
AND/OR
ADD MORE BUSINESS ADDRESSES BY CLICKING THE
ADD ADDITIONAL ADDRESS LINK AT THE TOP OF THE
VIEW
REGISTRATION DETAILS PAGE
OR
YOU MAY FINISH YOUR REGISTRATION

Important Information for future update, edit or
to view payment information
TIP - ONCE YOUR PASSWORD IS RECEIVED, YOU CAN
ACCESS OR CHANGE YOUR INFORMATION 24 HOURS A DAY

Close all Browser windows for security

Next, a temporary password will be mailed to
you...

BUSINESS PAYEE CORPORATION 111 BUSINESS PAYEE
AVE LANSING,
MI 48910 USA
NOTE THE TEMPORARY PASSWORD LETTER YOU RECEIVE
IN THE MAIL WILL LOOK LIKE THIS.
REMEMBER, YOU SHOULD CHANGE YOUR TEMPORARY
PASSWORD AS SOON AS YOU CAN. THE PASSWORD WILL
INACTIVATE AFTER 30 DAYS.

NOTE IF YOU HAVE SIGNED UP FOR DIRECT DEPOSIT
AND ENTERED AN EMAIL ADDRESS, YOU WILL BE
NOTIFIED BY EMAIL PRIOR TO RECEIVING PAYMENT
FUNDS IN YOUR BANK ACCOUNT(S).
THE EMAIL WILL LOOK LIKE THIS. YOU MAY VIEW YOUR
PAYMENT DETAILS BY LINKING TO OUR WEBSITE AND
SIGNING IN WITH YOUR USER ID AND PASSWORD ON OR
AFTER THE DATE SPECIFIED.

34
Congratulations! You have completed the Contract
and Payment Express Vendor Registration Process
Overview for Business Payees If you are
ready to sign up for Vendor Registration
Click on
The CPE site also has forms and reference, a
list of FAQ and Keywords
35