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Amended Registration

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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 ... – PowerPoint PPT presentation

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Title: Amended Registration


1
Amended Registration
  • This document takes you through the process of
    amended registrations for the Universitys 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.

2
Amended Registration
The following information will need to be entered.
  • 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.

3
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.

4
Select Amendment
Amended Registration
Step 1 Select Amendment
5
Amended Registration (Cont)
Enter reason for amendment
Step 2 Enter reason for amendment
6
Amended Registration (Cont)
Registration Type (for this example we will
select both)
  • Step 3
  • Select Funding Type
  • State
  • (b) Research
  • (c) Both

7
Amended Registration (Cont)
Step 4 Enter your First and Last Name
Enter your first and last name
8
Amended Registration (Cont)
Enter your e-mail address
Step 5 Enter your e-mail address
9
Amended Registration (Cont)
Step 6 Enter your phone number
Enter Phone Number
10
Amended Registration (Cont)
Enter Department
Step 7 Enter your department
11
Amended Registration (Cont)
Step 8 Enter your building and room. You may
enter 2nd building and room location.
Enter Building and Room
If needed, enter 2nd Building and Room
12
Amended Registration (Cont)
Enter Street Address
Step 9 Enter your street address. You may enter
2nd street addresses
If needed enter a 2nd Street Address
13
Amended Registration (Cont)
Enter City and Zip
Step 10 Enter your city and zip code. You may
enter a 2nd city and zip code.
If needed enter a 2nd City and Zip.
14
Amended Registration (Cont)
Order Approval (for this example we will select
yes)
Step 11 Order Approval. Yes or No?
15
Amended Registration (Cont)
Enter approvers first and last name
Enter approvers e-mail address
Step 12 Enter your approvers First and Last
Name and e-mail address
16
Enter accounts with a between accounts and none
after the last one.
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 State Accounts (for this example we have
both State and Research Accounts)
Only enter the accounts that you are adding to
your profile.
17
Amended Registration (Cont)
Enter accounts with a between accounts and none
after the last one
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 Research Accounts (for this example we have
both State and Research accounts)
Only enter the accounts that you are adding to
your profile.
18
Amended Registration (Cont)
Step 15 Select your vendors.
Select the Vendors (you must select at least one)
19
Amended Registration (Cont)
Step 16 Click the Submit Button
Click the Submit Button
20
This is the screen that you will receive if all
of the information was entered properly.
Click the X to close out.
When you get this screen, please close out of the
application. Do not hit the back arrow.
21
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.
22
Amended Registration
  • To access the Registration Page, please go to the
    following link http//www.albany.edu/purchasing/o
    nline_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 purchasing_at_uamail.alba
    ny.edu
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