How to Register as a Vendor with CA Technologies. Supplier Registration Portal Region: North America

Transcription

1 How to Register as a Vendor with CA Technologies Supplier Registration Portal Region: North America

2 Table of Contents To navigate to a particular section, click any green section number or link below. 1 What information do I need to know before I get started? 2 I am not a registered user on ca.com & I am requesting to be a new vendor for CA Technologies 3 I am a registered user on ca.com & I am requesting to be a new vendor for CA Technologies 4 I am an existing vendor & need to update my information with CA Technologies

3 Section 1: Technical Requirements & Frequently Asked Questions (FAQs) Supplier Registration Portal at CA Technologies

4 Technical Requirements & FAQs Question Who do I contact if I have any questions on purchasing, vendor numbers, or other items? Are there any specific requirements for my web browser when accessing and using the CA Technologies Supplier Registration portal? What do I do if a blank page error appears while I am filling in the online application? What if I get a java script error while I am filling in the online application? What do I do if the page disappears while I am filling in the online application? Answer Contact the CA Technologies Supplier Help Desk at NASupplierHelp@ca.com or go to the Supplier Enablement page on ca.com. Internet Explorer 8 is the only supported browser, Internet Explorer 9 may work in compatibility view. Clear your temporary internet files (cache)* and try logging in again. If that fails, contact the CA Technologies Supplier Help Desk (at the address above). Clear your temporary internet files (cache)* and try logging in again. If that fails, contact the CA Technologies Supplier Help Desk (at the address above). Clear your temporary internet files (cache)* and try logging in again. If that fails, contact the CA Technologies Supplier Help Desk (at the address above). * Follow these steps to clear your temporary internet files (cache): 1. Click Tools from the Internet Explorer menu bar 2. Click Internet Options 3. Click the General tab 4. Click the Delete Files button in the Temporary Internet files section 5. If you still have a problem, repeat these steps and restart the computer.

5 Section 2: Register on ca.com and Apply as a New Vendor Supplier Registration Portal at CA Technologies

6 New Vendor Registration Process Flow 1 Navigate to the ca.com Procurement page 2 Click the Register link and enter initial information 3 Receive with activation link and instructions from CA Technologies 4 Click to Complete Registration (from ) & log in 5 6 Complete Vendor Registration Form & Submit for Review Receive notification of application status from CA Technologies

7 Navigate to the ca.com Procurement page Click the Register link Note: Internet Explorer is the only web browser that supports the Supplier Registration Portal.

8 Enter your initial information 1. Fill in the information at the top of the page 2. Scroll down to select additional options 3. Click Register Now to complete this form

9 Confirmation of Your ca.com Registration This message appears after you have submitted your registration.

10 Complete Your ca.com Registration Confirmation is sent to you Perform one final step to complete your registration Click the button included at the bottom of your message. Note: If you do not complete this final step, your ca.com registration will be incomplete and you will not be able to log in.

11 ca.com Registration Completion You are directed to this page on ca.com. Your registration is complete. Click log in.

12 Log in from the ca.com MyCA page (Or you can navigate to Once registration is complete, you can log in with the address and password you set up.

13 Accept the Terms and Conditions (if prompted) Click Continue to accept Terms and Conditions.

14 Vendor Registration Form Application Guidelines ➊ After logging in, you are redirected to this Vendor Registration Form. The Vendor Registration form is divided into multiple sections within this guide for easier reference.

15 Vendor Registration Form Key Information Region, Address ➋ The region and country you choose determines the fields available and the required fields in the form. Select NA (North America) in the region field. All North American Vendors are REQUIRED to complete registration with JPM prior to submitting this form.

16 Vendor Registration Form Purchase Order and Remittance Details A unique address must be entered for each address type: PO/Ordering address Remittance Advice address ➌

17 Vendor Registration Form Remittance Address and Bank Details If you choose yes for Remittance Address same as Corporate Address, the Corporate Address information will populate the address fields in this section. ➍ You must enter your bank account information here. Click Add to enter. Note: The bank routing number and bank must be valid in order to proceed.

18 Vendor Registration Form Tax Details ➎ The Tax Details visible in this section are dependent on the region and country you selected. Any fields that are not applicable to the North America region, are grayed out.

19 Vendor Registration Form Comments and Submit ➏ Enter comments as needed, then Submit the application. Click the check box to indicate that you agree to the statements above and are authorized by your company. Click Submit to submit your application to CA Technologies.

20 Vendor Registration Form Validation - Warnings, Errors ➐ If there are missing or invalid values, a validation error message appears at the top of the page. 1. Based on the messages, scroll up in the form and make the necessary edits/entries within the fields. 2. Once complete, click Submit again. 3. Repeat until all errors are gone.

21 Vendor Registration Form Confirmation of Bank Details ➑ Once the request is successfully submitted, a Bank Details confirmation appears. Click Confirm.

22 Vendor Registration Form Request Submitted ➒ 1. View the message that appears at the bottom of the page once the request is submitted. 2. Click log off at the top right of the page. 3. Now that your application is submitted, please submit your company s banking details on company letterhead. This information can be ed to NASupplierHelp@ca.com

23 Vendor Registration Form Application is in Process If you return to the Vendor application page, while your request is in the process of approval, this message is displays. If you need to update additional information please or dial to reach our Purchasing Helpdesk. ➓

24 Notification of Application Status You are notified of the decision via . Here is a sample If your application is rejected, you are able to log in and edit the Registration form.

25 Section 3: Sign in on ca.com and Apply as a New Vendor Supplier Registration Portal at CA Technologies

26 New Vendor Registration Process Flow 1 Navigate to the ca.com MyCA page 2 Log into ca.com with your and password 3 Complete Registration Form & Submit for Review 4 Receive notification of application status from CA Technologies

27 Log in from the ca.com MyCA page (Or you can navigate to Log in with the address and password you set up.

29 Vendor Registration form Application Guidelines After logging in, you are redirected to this Vendor Registration Form. The Vendor Registration form is divided into multiple sections within this guide for easier reference.

30 Multiple Vendors Determination Two Scenarios A. If you sign in and your address is associated with one vendor, you will go right into the application screen. B. If you sign in and your address is associated with more than one vendor (within region or across multiple regions), Click to select the first column next to the appropriate vendor for which you want to submit a vendor registration form Click Edit below the list Result: Vendor Registration form appears.

31 Follow the steps to complete the Vendor Registration Form Go to Page/Slide 15 in this guide Click here to go to Slide/Page 15

32 Section 4: Sign in as an Existing Vendor & Update Information Supplier Registration Portal at CA Technologies

33 Existing Vendor Process Flow For Updating Information 1 Navigate to the ca.com MyCA page 2 Log into ca.com with your and password 3 4 Edit Registration Form as needed & Submit for Review Receive notification of update status from CA Technologies

34 Log in from the ca.com MyCA page (Or you can navigate to Log in with the address and password you set up.

35 Vendor Registration Form Application Guidelines After logging in, you are redirected to this Vendor Registration Form. Edit the information within the form as needed.

37 Vendor Registration Form Comments and Submit Enter comments as needed, then Submit your updates. Click to check this box to indicate that you agree to the statements above and are authorized by your company. Click Submit to submit your application to CA Technologies.

38 Vendor Registration Form Request Submitted ➒ 1. View the message that appears at the bottom of the page once the request is submitted. 2. Click log off at the top right of the page.

39 Vendor Registration Form Application is in Process If you return to the Vendor application page, while your request is in the process of approval, this message is displays. for assistance ➓

40 Notification of Application Update Status You are notified of the decision via . Here is a sample If your application is rejected, you are able to log in and edit the Registration form.

41 Thank You