Accounting

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Vendor - Create

Updated: 12/7/15

Steps

Link: Main Menu > Lookup and Maintenance > Vendor > Vendor

  1. Click the create new button in the upper right hand corner.
    • Complete the following fields on the Vendor tab for an SP vendor:
      • Vendor Name (company name, not a person’s name) or Vendor Last Name and Vendor First Name
      • Vendor Type = SP
      • Ownership Type = Individual
    • Complete the following fields on the Address tab for an SP vendor:
      • Address Type = Remit
      • Address 1
      • City
      • State
      • Postal Code
      • Country
      • Set as Default = Yes
  2. Click the submit button when finished.

Notes

  • For a DV vendor set Vendor Type = DV and complete the following in addition to the fields shown above:
    • Tax Number
    • Tax Number Type
    • Ownership Type
    • W9 Received = Yes or No
  • PO type vendors can only be created by the Purchasing Dept.
  • In the explanation field explain what the vendor is being used for so that the Vendor Reviewer can validate that the vendor type is correct.
  • A W9 is not required when a DV vendor is using a Social Security Number (SSN) as their Tax ID. If available, please attach it to the vendor document.
  • A W9 is required when a DV vendor is using a Federal Employee Identification Number (FEIN) as their Tax ID.
  • A W9 is not required for SP vendors.

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