Process: Self Service



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Transcription:

How Do I Login to the Online Vendor Self-Service Application? 1. Using the information provided in the email sent to the primary Contact: Navigate to the URL for the application, the PeopleSoft Sign In page appears. Enter NY_SFS_VENDOR into the User ID field. Enter the assigned Login Password into the Password field. Click the Sign In button

2. If the message below stating the User ID and/or Password are invalid, check to ensure all Caps are used and the Num lock is turned on before trying again. 3. Click the Register as a Supplier link.

4. The system navigates the user to the Supplier Registration page. Enter the registration code (Code) and NYS Vendor ID(s) (Vendor ID). Click the Generate PIN button to create a unique PIN number. This PIN number will be emailed to the primary contact associated with the vendor number entered. Users with multiple Vendor ID s Note: If the same person is the designated Primary Contact for multiple Vendor ID s, click the to create additional Vendor ID rows. A PIN must be generated for each Vendor ID.

5. The PIN is sent to the Primary Contact s email. Upon receipt of the email containing the PIN(s), enter the PIN(s) into the appropriate field(s). 6. Complete the remainder of the Supplier Registration page to create a personal user account. User ID Description Email ID Password Confirm Language Currency Create a Unique User ID to use when logging into the system in the future. Note: The system will not allow two of the same User ID s in the Online Vendor Self Service system. When creating a User ID, if the User ID already exists, create a different User ID. Optional The users email address Create a unique password to access the profile created. 1. This password must be eight characters in length. 2. Include one special character. 3. Include one digit. Confirm the password created Default to English Enter USD. New York State only pays vendors in United States currency. 7. Click the Terms of Agreement link to read and accept the Terms of Agreement. The Terms of agreement must be accepted before a User ID can be created.

8. At the bottom of the Terms of Agreement page, click the Vendor Online Services Terms of Service. 9. Once the Terms of Agreement and the Vendor Online Services Terms of Service have been read, click the I Agree button.

10. The system navigates back to the Supplier Registration page. Click the Create button.

11. If the following error message is received: 1. Ensure all the necessary values are entered on the Registration page. 2. Verify the password is in accordance with the acceptable parameters: o This password must be eight characters in length. o Include one special character. (e.g. *! &) o Include one digit. 3. Re-enter the password into the Confirm password field and then click the Create button. 4. Try another User ID. The Vendor Self Service System does not allow the same User ID to be used for more than one user. 12. The system indicates that the new user has been successfully created. To access NYS Vendor Self Service, click the Sign-in as New User button.

13. The system navigates to the main menu page. Create a question/response in case the password created is forgotten. Click the My System Profile link on the left-side menu. 14. The system navigates to the General Profile Information page. Click the Change or set up forgotten password help link.

15. The system navigates to the Change or set up forgotten password help link page. Select a question from the drop down list and type in the desired response. NOTE: Select a question and response combination they will remember in the future. 16. Click the OK button. 17. The system navigates back to the Change or set up forgotten password help link page. Click the Save button. 18. Use the Menu on the left-side to navigate to a different page. 19. You did it!! Navigate around to look at some of the screens you will soon be using to look up the status of your payments and manage your own account.