PRO-U5320.12B Requesting Accounting Services to Update a Current Vendor Record
Action By:
University Department OR Accounting Services
- Receives from vendor a notice for change to existing vendor Accounting Services record.
- If it is a University Department receiving the notice from the vendor, go to step 2.
- If it is Accounting Services receiving the notice from the vendor, go to step 6.
- Completes Vendor Record Creation and Maintenance Request e-form upon receipt of an invoice, purchase order, or other correspondence indicating new account information.
- Attaches to e-form a scanned copy of written documentation from vendor requesting change.
- If University department has vendor maintenance permissions, completes step 3 and then goes to step 6.
- Submits e-form to Accounting Services.
Accounting Services
- Receives e-form.
- Follows the Updating New Vendor Record Accounts in the Financial System task (TSK-U5320.12B).
Exception: Accounting Services skips step #6 if e-form is submitted by a University Department with approved maintenance permissions.
Procedure Information
Approved By:
Director of Financial Services
Effective Date:
May 21, 2007