Navigation: Suppliers > Supplier Information > Add/Update > Add/Update Supplier

1. On the Supplier Information search page, select the Find an Existing Value tab.
2. Enter or select "WACTC" in  SetID.
3. Enter or search for Supplier Name. In this example, search for a name that contains “college”.
4. Select Search.  The Supplier Information search page will redisplay with the search results.
5. In the Search Results section, select the Supplier.  The Supplier Information page will display.

6. Summary tab of the selected Supplier will open with a message box. The message indicates the audit for the supplier fields are enabled and any updates to supplier will be recorded.
7. Select OK.

8. On the Supplier Information page, select Correct History to allow modification of this record.
9. Select the Address tab.  

10. On the Address tab, in the Supplier Address section, select the “+” to add a new address.  The Supplier Address page will redisplay with an empty address.  

11. In the Supplier Address section, the Address ID will pre-fill with the next sequential number.  In this example, "4".
12. Enter Description.
13. Enter Address 1.  Enter  Address 2 and Address 3 if appropriate.
14. Enter Zip Code.  The City, State and County will be filled based on the Zip Code.  The Address will also be verified as a valid address.
15. Enter Email ID if appropriate.
16. Select Save.

17. Once you select save, another window for “Preview Audit, Enter Reason Codes/Comments” will open to enter the reason code and comment for the update done in each field.

Note: You have to give the reason code & comment for each field you modified.

18. Select a Reason Code using the magnifying glass.

19. Enter a Comment describing the reason for the change.
20. Select OK.

21. A Message box will appear to submit the Vendor for Approval.
22. Select OK to submit approval or Cancel to discard changes.

23. If you select OK to submit Approval, the Approval Comments Box will appear to add Additional Details.
24. Select OK.

25. The Vendor is submitted for Approval.  
26. The User will be notified via Email and/or Worklist when the action will be taken by the Approver.

27. Section complete.

Navigation: NavBar > Navigator > Suppliers > Supplier Information > Add/Update > Supplier

1. On the Supplier Information page, select the Add a New Value tab.
2. Enter or search for "WACTC" in SetID.
3. Leave “Next” in Supplier ID for the system to assign the next sequential Supplier ID.
4. Select Persistence from the following choices:
   1. One Time  Use this selection for a supplier that will only be used one time. After the one time use, the supplier will be inactivated automatically. However, it will still be available for re-activation if needed.  Note: A one-time supplier is different from a single payment supplier in that a one-time supplier adds rows to the supplier tables. A single payment supplier does not affect supplier tables and is used as the default master supplier for single payment vouchers.
   2. Permanent: Select for suppliers you know your organization will always use, even if not on a frequent basis. The supplier is not purged from the system unless you specifically request that they be archived in a supplier archive request. Only a select number of suppliers will be given this Persistence.
   3. Regular: This selection will be most of your suppliers. It is for a regularly used supplier that needs to be maintained for some time. Suppliers with this Persistence can be inactivated if not used. However, it will still be available for re-activation if needed.
   4. Single Payment Supplier: There is one Supplier that is already setup as a Single Payment Supplier. This option will not be available to any other suppliers.
5. Select Add.  The Supplier page will display.

6. On the Supplier page, use the Identifying Information tab to enter the required (*) supplier information.
7. Enter Supplier Name.
8. Enter Additional Name.
9. Enter Supplier Short Name.
10. Select Classification from the following choices:
    1. Attorney: This classification is not being used.
    2. Employee: This classification is only used when you don’t have HCM module, therefore we will not be using it.
    3. HCM: This is the designation for a Payroll supplier. The HCM Class is required if you choose this classification.
    4. Outside Party: This will be most of your suppliers.
11. Select HCM Class. The following classifications are for payroll suppliers:
    1. Garn Payee: This is for a garnishment supplier.
    2. General Deduction: This is for a general deduction supplier.
    3. General Provider: This is for payroll benefit suppliers.
    4. Imp Partner Provider: This HCM Class is not being used.
    5. Industrial Ins Board Provider: This HCM Class is not being used.
    6. National Health Serv Provider: This HCM Class is not being used.
    7. Tax Collector: This HCM Class is not being used.
12. Select the Withholding checkbox to set Supplier up for 1099 withholding/reporting. See Withholding Supplier Update QRG for details.
13. In the Supplier Relationships section, select the InterUnit checkbox and enter the InterUnit Supplier ID if this is an InterUnit supplier.
14. In the Additional ID Numbers section, enter or search for "TIN" or" SSN" in Type. (Enter other identifiers such as UBI, DB, etc. if appropriate.)
15. Enter ID Number.
16. Select the Address tab.

17. On the Address tab, in the Supplier Address section, the Address ID number will be automatically filled with the next sequential number.
18. Enter Description.  This is a free text field to describe the address.
19. In the Details section, enter Country.
20. Enter Address 1.  Enter Address 2 and Address 3 if appropriate.
21. Enter Zip Code.  The City, State and County will be filled based on the Zip Code.  The Address will also be verified as a valid address.

22. Enter Email ID.  Enter the supplier’s email address. This is the address that the Email application engine process uses when you select the dispatch method of email in PeopleSoft Purchasing.
23. In the Payments/Withholding Alt Names section, enter Alternate Names.

24. Select the Contacts tab.

25. On the Contacts tab enter contact information if available.
26. Select the Location tab.

27. On the Location tab, enter Location.
28. Enter Description.
29. Select the Payables link.  The Payables Options page will display.

30. On the Payables Options page, enter the location in the Invoicing and Remitting addresses.
31. For suppliers that have remittance addresses to a different supplier, select the supplier here (factoring).
32. The following are additional options sections.  Select the arrows to expand the sections.
    1. Additional Payables Options section:  You can set definitions for the fields and controls that handle how the payment is done. Such as, Payment Control, Bank, Draft Processing Control, Additional Payment Information, Holiday Processing Options, Document Sequencing Type, and Late Charges.
    2. Matching/Approval Options section:  You can set definitions that handle the Workflow Approval, Matching Options and ERS Invoice Date.
    3. Electronic File Options section:  You can set definitions that handle Pre-Notification, Fund Transfer Details, Bank Charge Options, and Treasury Payment.
    4. Self-Billed Invoice Options section:  You can set definitions that handle SBI Numbering.
    5. Supplier Bank Account Options section:  You can enter the Bank information for the supplier.
    6. Supplier Type Options section: You can set the Preferred language along with the Primary Type and Service Type for the supplier.
    7. Debit Memo Options section: You can set the option to Allow Debit Memos along with Defaults, Dispatch Options and Address Options.
    8. Payment Notification section: You sent an e-mail address to receive a payment advisory.
33. Select OK.  The Payables Options page will close.

34. On the Supplier page, select the Procurement link.  The Procurement Options page will display.

35. Use the Procurement Options page to enter the location to the Ordering, Pricing, Returning and Ship From addresses.
36. Select OK.  The Procurement Options page will close.

37. On the Supplier Page, select the Global/1099 Withholding link.  The Withholding Supplier Information page will display.

38. Under the Details section, expand the Additional ID Numbers section.
39. Select or enter the Type = 'TIN'.
40. Enter the Taxpayer ID Number.
41. Select Save.

42. To add the TIN for a non-1099 vendor, select the Identifying Information tab.
43. Expand the Additional ID Numbers section.
44. Input the type 'TIN'.
45. Enter the Taxpayer Identification Number.
46. Select Save.

47. Use the Withholding Supplier Information page to specify withholding options for the supplier location.
48. Select OK.  The Withholding Supplier Information page will close.

49. On the Supplier page, select Save.

50. A Message box will appear to submit the Vendor for Approval.
51. Select OK to submit approval or Cancel to discard changes.

52. If you select OK to submit Approval, the Approval Comments box will appear to add Additional Details.
53. Select OK.

54. The Vendor is submitted for Approval.
55. The User will be notified via Email and/or Worklist when the action will be taken by the Approver.

56. Section complete.

1. On the Supplier page, select the Identifying Information tab.
2. Select the Withholding checkbox to enable withholding for this supplier.
3. Select the Location tab.

4. On the Location tab, select the Global/1099 Withholding link.  The Withholding Supplier Information page will display.

5. On the Withholding Supplier Information page, select the Main Information tab in the Withholding Information section.
6. Enter or select the Withholding Entity to which the withholding amounts are reported. The withholding entity is the tax authority. You can define more than one entity for a single supplier location.
7. Enter or select the Withholding Type. For each withholding type, there may be classes and categories associated with that type.
8. Enter or select the Withholding Jurisdiction for this type of withholding. The Jurisdiction field enables you to define where the supplier is located or where the transaction took place.
9. Indicate which jurisdiction is the default by selecting the Default Jurisdiction check box in that jurisdiction’s row. You can select more than one row as the default jurisdiction. However, you must select at least one row as the default jurisdiction or the withholding defaults are not copied to the invoice.
10. Enter or select the Default Withholding Class for this type of withholding.
11. Enter or select the Withholding Status for this withholding class combination or supplier location.
12. Select the Overrides tab.

13. On the Overrides tab, for Hold Pay Indicator, accept the default from the control hierarchy, or select "Specify" to override the default and activate the Hold Payment field.
14. Select Hold Payment from the following options:
    1. Hold All: Hold both the payment and the withholding amount for this supplier.
    2. No Hold: Do not hold payments for this supplier.
    3. Wthd Only (withhold only): Hold only the withholding amount.
15. For Withholding Rule Indicator, accept the default from the control hierarchy, or select "Specify" to override the default and activate the Rule field.
16. Select Withholding Rule. The withholding rule describes the actions to be taken during withholding.
17. Select the Withholding Condition for this withholding class combination and supplier location. Some suppliers enjoy special withholding privileges. This privilege is termed exoneration and enables the supplier to be withheld less than other suppliers. For instance, a supplier may have a condition that stipulates that only half of the regular amount be withheld during the first six months of the year. These three fields provide a way to specify an exoneration percentage and expiration date for the exoneration at the supplier level:
    1. Exempt: The supplier is completely exempt from withholding. The Condition Percent field should be 100.00. Enter the date until which this supplier is exempt, in the Valid Until field.
    2. Exonerate: The supplier is withheld less than other suppliers. Enter the exoneration percentage in the Condition Percent field. Enter the date until which this supplier is exonerated, in the Valid Until field.
    3. None: The supplier is neither exempt nor exonerated from withholding. The Percent and Valid Until fields should be blank.
18. Enter Condition % if appropriate.  For a location with a withholding condition of Exonerate, enter the percentage of withholding from which the supplier is exonerated.  For a location with a withholding condition of Exempt, enter the 100.00.
19. Enter Condition Valid Until if appropriate.  For a location with a withholding condition of Exempt or Exonerate, enter the date until which the supplier is exonerated or exempt.
20. Select the Withhold if missing checkbox to activate withholding for this withholding class combination for supplier location.
21. Select the Remit tab.

22. On the Remit tab, enter or select Withholding Entity or Supplier to indicate to whom you remit withholding payments for this supplier location.
23. Enter or select Remit Supplier.  Select the supplier to whom you want to remit withholding information.
24. Enter or select Remit to Location. Select the supplier’s remit to location.
25. Enter or select Remitting Address.  Select the supplier’s remitting address.
26. In the Withholding Reporting Information section, select the Main Information tab.

27. On the Main Information tab, enter or select the Withholding Entity to which the withholding information is reported. You can define more than one entity for a supplier location.
28. Enter or select Address Seq. Select the supplier’s address from the addresses defined on the Supplier Information Address page. The entity needs the supplier’s address.
29. Enter or select TIN Type. Select the Taxpayer Identification Number (TIN) type for the supplier from these options:
    1. F: Federal Employer ID Number.
    2. S: Social Security Number.
30. Enter or select the supplier's Taxpayer Identification Number (TIN) for the withholding entity.
31. Select the Additional Info tab.

32. On the Additional Info tab, select the Direct Sales of $5000 or More checkbox if you had more than $5,000.00 USD worth of direct sales with this supplier.
33. Select the IRS Notified Twice of Invalid checkbox if the IRS has informed you twice that the TIN number that your supplier gave you is not valid.
34. Enter the amount of State Income tax Withheld for this supplier.
35. Enter the Withholding Control Name as defined by the IRS. It is usually the first four characters of the surname of the payee. The control name is included in the file provided to the IRS.
36. Select the Trade or Business Income Ind checkbox to indicate whether the withholding involves trade or business income for IRS 1099-G (Government Payments) reporting.
37. Enter the amount of Foreign Tax Paid for IRS 1099-INT (Interest Income) reporting.
38. Enter Country Paid. This is the country to which the foreign tax was paid for IRS 1099-INT (interest Income) reporting.
39. Select the TIN Match tab.

40. On the TIN Match tab, select the Match TIN checkbox if you have used the IRS online matching process. If the checkbox is selected, then the TIN Match Code is set to "0" and the TIN Match Status set to "Matched".
41. TIN Match Status displays the various options which include New, Pending, Matched or Error. TIN Match Status is set using the results of the batch verification or is set to Matched if the online verification is used.
42. TIN Match Code displays the match code returned by the IRS. The valid TIN Match Codes are as follows:
    1. 0: TIN and Name match
    2. 1: TIN missing or entered incorrectly
    3. 2: TIN entered is not currently issued
    4. 3: TIN and Name do not match
    5. 4: Invalid TIN matching request
    6. 5: Duplicate TIN matching request
    7. 6: TIN Match found only on SSN (Social Security Number)
    8. 7: TIN Match found only on EIN (Employer Identification Number)
    9. 8: TIN Match found on both the SSN and EIN
43. The IRS assigns an IRS Tracking Code to every file you download. If you enter the tracking code when the file is loaded into PeopleSoft, the supplier/location can be tracked enabling you to tie the TIN to a bulk file.
44. Match Date is the date you enter when the file is uploaded. If the TIN was manually matched, you can enter the match date from the Interactive TIN matching process. The Match Date can be entered only if the Match TIN check box is selected.
45. The Manually Matched checkbox is selected by the system if the match was done through the online matching process.
46. Select OK.  The Withholding Supplier Information page will close.

47. On the Supplier page, select Save.

48. Another window for “Preview Audit, Enter Reason Codes/Comments” will open to enter the reason code and comment for the update done in each field.

Note: You have to give the reason code & comment for each field you modified.

49. Select a Reason Code using the magnifying glass. Repeat as needed.

50. Enter a Comment describing the reason for the change. Repeat as needed.
51. Select OK.

52. A Message box will appear to submit the Vendor for Approval.
53. Select OK to submit approval or Cancel to discard changes.

54. If you select OK to submit Approval, the Approval Comments box will appear to add Additional Details.
55. Select OK.

56. The Vendor is submitted for Approval.
57. The User will be notified via Email and/or Worklist when the action will be taken by the Approver.

58. Section complete.

1. On the Supplier page, select the Location tab.
2. Select the Payables link.  The Payables Option page will display.

3. On the Payables Options page, enter or select Supplier in the Remitting section.  
4. Expand the Additional Payables Options by selecting the arrow to the left. The Supplier page will redisplay with the Additional Payables Options section expanded.

5. In the Additional Payables Options section, select the Factoring checkbox in the Payment Control area.
6. Select OK.  The Additional Payables Options page will close.  

7. On the Supplier page, select Save.

8. A Message box will appear to submit the Vendor for Approval.
9. Select OK to submit approval or Cancel to discard changes.

10. If you select OK to submit Approval, the Approval Comments box will appear to add Additional Details.
11. Select OK.

12. The Vendor is submitted for Approval.
13. The User will be notified via Email and/or Worklist when the action will be taken by the Approver.

14. Section complete.

1. On the Supplier page, select the Location tab.
2. Select the Payables link.  The Payables Options page will display.

3. On the Payables Options page, enter the Address in the Invoicing section.
4. In the Remitting section, enter Supplier.
5. Enter Address.
6. Enter Location.
7. For suppliers that have remittance addresses to a different supplier, select the supplier here.

8. Expand the Additional Payables Options section by selecting the arrow to the left.
9. Use the Additional Payables Options section to define payment and draft control options for the supplier location.

10. Expand the Electric File Options section by selecting the arrow to the left.
11. Use the Electric File Options section to to specify the electronic file setup for this supplier location.

12. Expand the Supplier Bank Account Options section by selecting the arrow to the left.
13. Us the Supplier Bank Accounts section enter the Supplier's banking information.

14. Expand the Payment Notification Options section by selecting the arrow to the left.
15. Use the Payment Notification Options section set up the Supplier's Payment Notification options.
16. Select OK.  The Payables Options page will close.

17. On the Supplier page, select Save.

18. A Message box will appear to submit the Vendor for Approval.
19. Select OK to submit approval or Cancel to discard changes.

20. If you select OK to submit Approval, the Approval Comments box will appear to add Additional Details.
21. Select OK.

22. The Vendor is submitted for Approval.
23. The User will be notified via Email and/or Worklist when the action will be taken by the Approver.

24. Process complete.

1. On the Supplier page, select Location tab.
2. Select the Procurement link. The Procurement Options page will display.

3. On the Procurement Options page, at the bottom expand Procurement Card Information section.

4. In Procurement Card Information section, click the Accepts Procurement Card as payment method check box.
5. Then select Contact Cardholder from the Procard Dispatch Option dropdown.
6. In Types of Procurement Card Accepted section, select Visa as a Card Type.
7. Select OK.

8. Process complete.