Under Vendor tab Complete: New - The Vendor Name Corporate Information - Vendor Type (Purchase Order) Ownership Type: Must match the W-9 ownership type Input the tax number from the W-9 Change W9 Received to yes Add date W9 was signed Under the Address tab complete New Address – Address Type Purchase Order – Address, City, State, Postal Code, Country Add Vendor Fax Number. The fax numbers or email address must be added to insure Purchasing is able to distribute the PO to the vendor. Change - Set as Default Address from No to Yes Add In the notes and attachment section add the W9 and copy of invoice if you have one. submit button. If all went well you will get document was successfully submitted message. Once your new address has been approved by Accounts Payable you will get an FYI notification if you open the document you will see the new vendor number. Vendor Create Individual: – As with all documents in KFS Input a description New Vendor and vendor name – – – Vendor tab Complete: New Vendor Name: First name space Last name. Do not use Vendor Last Name/Vendor First Name – Corporate Information - Vendor Type (Purchase Order) Tax number social security number from W9 Tax number type-SSN Ownership Type: Individual/Sole Proprietor W9 Received yes – Date W9 signed
Under Vendor tab Complete: New - The Vendor Name Corporate Information - Vendor Type (Purchase Order) Ownership Type: Must match the W-9 ownership type Input the tax number from the W-9 Change W9 Received to yes Add date W9 was signed Under the Address tab – complete New Address Address Type – Purchase Order Address, City, State, Postal Code, Country Add Vendor Fax Number. The fax numbers or email address must be added to insure Purchasing is able to distribute the PO to the vendor. Change - Set as Default Address from No to Yes Add In the notes and attachment section add the W9 and copy of invoice if you have one. submit button. If all went well you will get document was successfully submitted message. Once your new address has been approved by Accounts Payable you will get an FYI notification if you open the document you will see the new vendor number. Vendor Create – Individual: As with all documents in KFS – Input a description – New Vendor – and vendor name Vendor tab Complete: New – Vendor Name: First name space Last name. Do not use Vendor Last Name/Vendor First Name Corporate Information - Vendor Type (Purchase Order) Tax number social security number from W9 Tax number type-SSN Ownership Type: Individual/Sole Proprietor W9 Received – yes Date W9 signed
Vendor_create_maintenance.docx