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.