PRO-U5320.12A Requesting Accounting Services to Create a New Vendor Record
Action By:
University Department
- Provides Form W-9 to vendor to complete.
- Completes Vendor Record Creation and Maintenance Request e-form.
- Scans and attaches to the e-form a:
- Completed Form W-9, and
- Written documentation of vendor service (i.e. invoice, contract).
- Routes e-form to Accounting Services and goes to step 8.
Accounting Services
- Receives e-form.
- Follows the Creating a Vendor Record task (TSK-U5320.12A).
- Locks e-form which notifies the University Department that the vendor account has been updated.
E-Form Originator
- Receives electronic notice of completed request from Accounting Services.
- Shreds hard copy of W-9.
Procedure Information
Approved By:
Director of Business Services
Effective Date:
May 21, 2007