IT Shopping Cart and Billing Portal - Instructions

Depending on your access, options are available on the IT Shopping Cart and Billing Portal website at https://mysoftext.emory.net/selfservice for Shopping Cart (to request new billable services or deactivate or change existing billable services), Reports (to run real-time reports of LITS equipment/services currently billing to a SmartKey) and Invoices (to pull copies of IT historical invoices by SmartKey or by FAS/CODA for prior to 9/1/2009).

To log in you must have an EmoryUniv NetID/EHC login and password. Access to this site is available ONLY from on campus or by connecting through a VPN if off campus.

Shopping Cart:

  1. Select Shopping Cart from the navigation pane on the left side of the browser window.
  2. Click the Category of the service you'd like to select.
  3. When the selected category choice appears, select a sub category or item to add to your cart.
  4. When the item selected appears, enter the quantity needed into the Qty field and click the ADD button located under the Qty field.
    • Repeat this step for each item; items must be added one at a time.
    • The default value of each item will be listed as 1, but no value is assigned until the ADD button is clicked.
  5. When the Additional Information for Item Requested window appears, complete the required description fields deonoted with an * and the optional fields as needed, then click the CONTINUE button to complete your selection.
    • If the Additional Information for Item Requested screen does not appear, click Pop-up blocked at the top of your browser window and select Always Allow Pop-ups from This Site.
    • When the Allow pop-ups from this site dialog appears click Yes.
  6. To select more items, repeat the steps above.
  7. When you have completed selecting your items, click the VIEW CART button to verify the contents of the shopping cart are correct.
    • To alter any values in the shopping cart, add or remove values in the Qty field as needed and click the UPDATE button.
    • If items are missing from the shopping cart, click the Continue Shopping link in the upper right hand corner and repeat the steps above.
  8. To complete checkout, click the CHECKOUT button.
  9. When the Check Out Information screen appears, ensure the Contact Name, Contact Email and Contact Phone fields are completed.
  10. The General Description of Service Request field is required and should include a general description of the services requested.
  11. Attach ALL supporting documentation for the charges, if required.
  12. Enter the SmartKey for the item(s) into the SmartKey for One-Time Charge or Installation Fee field.
    • As the SmartKey is typed in it will auto-populate, if the SmartKey is not found in the IT Billing system, an error message will appear.
    • Click OK to clear the message and complete the SmartKey information section on the bottom of the screen.
      • The SmartKey To Be Added field must be completed, all other fields should be completed to the extent known.
  13. Click the checkbox next to Check Box to Verify You are Authorized to Use Specified SmartKey to verify your authority to charge the shopping cart to the SmartKey entered.
  14. Click the CONTINUE button.
  15. When the Confirm Order screen appears, click the SUBMIT button to complete the checkout process.
    • If the items in the cart are incorrect, click Edit Cart to correct the errors by repeating the steps above.
  16. Upon checkout, a Shopping Cart Order Number will appear on-screen confirming your order.
    • Please note this number should you need to reference your order.

To run a Current Equipment report:

  1. Select Reports from the navigation pane on the left side of the window.
  2. In the Search By field select Report Title and click Get.
  3. Double-click the Self Service Current Equipment report.
  4. When the Report Parameters window appears, type the SmartKey into the SmartKey field and click Add.
    • Repeat this step for each SmartKey to be included in the report.
    • In FireFox or Safari browsers you must type the SmartKey directly into the text box below the SmartKey Add and Remove buttons. To enter multiple SmartKeys separate each with a semicolon leaving no space between the SmarKey and the semicolon.
  5. Click the Run Report button.
    • If your report does not appear, click Pop-up blocked at the top of your browser window and select Always Allow Pop-ups from This Site.
    • When the Allow pop-ups from this site dialog appears click Yes.
  6. If you want to export the report, select the type of file to export from theExport Format Type dropdown list and then click the Export button.
    • When the File Download dialog appears, select to Open or Save the file.
  7. When you are finished running reports, select Log Out from the navigation pane on the left side of the MySoft window.

To view invoices from prior months:

  1. Select Invoices from the navigation pane on the left side of the window.
  2. In the Search By field select GL Number, type the SmartKey into the GL Number field and click Get.
  3. Double-click the Invoice to be viewed from the results window.
    • If your report does not appear, click Pop-up blocked at the top of your browser window and select Always Allow Pop-ups from This Site.
    • When the Allow pop-ups from this site dialog appears click Yes.
  4. If you want to export the report, select the type of file to export from theExport Format Type dropdown list and then click the Export button.
    • When the File Download dialog appears, select to Open or Save the file.
  5. When you are finished viewing reports, select Log Out from the navigation pane on the left side of the MySoft window.

To view your Shopping Cart requests submitted under your NetID:

  1. Select My Cart Requests from the navigation pane on the left side of the window.
  2. When the My Cart Requests window appears, click Get.
  3. Double-click the Shopping Cart item to review.

To view work orders and Shopping Cart requests based on a variety of search options:

  1. Select WO/Cart Request Info from the navigation pane on the left side of the window.
  2. When the WO/Cart Request Info List window appears, select the criteria to search with from the Search By dropdown list.
  3. Type the corresponding number or text into to the Work Order Number field, depending on the search selected and click the Get button.
  4. Double-click the item to review from the results window.