Add a Vendor

In this topic you will learn how to Add a Vendor.

NOTE: Prior to adding a vendor to PeopleSoft, the user should obtain a completed W-9 from the vendor. If the vendor exists in ISIS, a screen print of the VENC screen can be substituted for the W-9.

The SetID, Vendor ID and Persistence will default as follows:

Set ID = SHARE

Vendor ID = NEXT

Persistence = Regular.

NOTE: All information must be entered in ALL CAPS.

NOTE: Make sure the Open for Ordering box is checked.

Click the Expand All button and scroll down to the Additional ID Numbers section.

Enter the desired information into the ID Number field. Enter "999888766".

Scroll down to the Government Classifications section for small and emerging businesses.

For small and emerging businesses, select the SEB option.

For small entrepreneurship's, select the SEH option.

NOTE: The Effective Date will always be the 1st day of the current month and year.

Enter the desired information into the Parish field. Enter "ORLEANS".

NOTE: For vendors located in another state enter "OUT OF STATE" as the Parish.

Rows may be added if addition telephone information is available.

Blank rows cannot be saved.

The following Location Descriptions can be used in the Description field:

• BIDS

• BILLING

• GENERAL

• MAILING

• ORDER

• REMIT

NOTE: The Effective Date will always be the 1st day of the current month and year.

View the Freight Terms, Ship Method, etc., if applicable.

Click the Expand All button.

Scroll Down the page to view additional fields.

Click the Save button.

NOTE: The Vendor will change from NEXT to a ten-digit number.

The Summary tab displays after saving the vendor information. The Summary page provides a history of who entered or modified the vendor.

Click the Summary link.

The Status, Persistence, and Classification will default as follows:

Status = Approved

Persistence = Regular

Classification = Supplier

If the Status, Persistence and Classification do not default correctly, click the drop-down to the right of the field to select the correct option.

Enter the desired information into the State field. Enter "LA".

Scroll down the page to view the Payment/Withholding Alt Names section.

NOTE: We now have the ability to fax purchase orders to vendors. When faxing purchase orders, the vendor's telephone information is pulled from this page.

It is important that you enter the telephone number in the exact format: 000/000-0000. DO NOT enter the area code in the Prefix field.

You will have the option of changing the fax number at the PO level when you change the dispatch method to FAX.

Add a Vendor

This completes Add a Vendor.

NOTE: All information must be entered in ALL CAPS.

Enter the desired information into the ID Number field. Enter a valid value e.g. "999888766".

Scroll down to the Government Classifications section for small and emerging businesses.

NOTE: The Effective Date will always be the 1st day of the current month and year.

Enter the desired information into the Parish field. Enter a valid value e.g. "ORLEANS".

NOTE: For vendors located in another state enter "OUT OF STATE" as the Parish.

The following Location Descriptions can be used in the Description field:

• BIDS

• BILLING

• GENERAL

• MAILING

• ORDER

• REMIT

NOTE: The Effective Date will always be the 1st day of the current month and year.

Enter the desired information into the State field. Enter a valid value e.g. "LA".

Scroll down the page to view the Payment/Withholding Alt Names section.

NOTE: We now have the ability to fax purchase orders to vendors. When faxing purchase orders, the vendor's telephone information is pulled from this page.

It is important that you enter the telephone number in the exact format: 000/000-0000. DO NOT enter the area code in the Prefix field.

You will have the option of changing the fax number at the PO level when you change the dispatch method to FAX.

Click the Vendors link.

Click the Vendor Information link.

Click the Add/Update link.

Click the Vendor link.

Click the Add a New Value link.

Click the Add button.

Enter the desired information into the Vendor Short Name field. Enter

a valid value

e.g.

"JOE'S CRAB"

Enter the desired information into the Vendor Name 1 field. Enter

a valid value

e.g.

"JOE'S CRAB SHACK"

Click the Expand All button.

Enter the desired information into the Type field. Enter

a valid value

e.g.

"TIN"

Enter the desired information into the ID Number field. Enter

a valid value

e.g.

"999888766"

Click the Look up Source button.

Click the ADDRESS tab.

Enter the desired information into the Description field. Enter

a valid value

e.g.

"GENERAL"

Enter the desired information into the Effective Date field. Enter

a valid value

e.g.

"05/01/2011"

Enter the desired information into the Address 1 field. Enter

a valid value

e.g.

"111 HUMMINGBIRD LANE"

Enter the desired information into the City field. Enter

a valid value

e.g.

"NEW ORLEANS"

Enter the desired information into the Parish field. Enter

a valid value

e.g.

"ORLEANS"

Enter the desired information into the Zip field. Enter

a valid value

e.g.

"71101"

Click the button to the right of the Type field.

Click the FAX list item.

Enter the desired information into the Telephone field. Enter

a valid value

e.g.

"800/555-5555"

Click the Add a new row at row 1 button.

Click the Delete row 2 button.

Click the Vendors pane.

Click the Contacts tab.

Enter the desired information into the Description field. Enter

a valid value

e.g.

"GENERAL"

Click the button to the right of the Type field.

Click the Billing Contact list item.

Click the Location tab.

Enter the desired information into the Location field. Enter

a valid value

e.g.

"01"

Enter the desired information into the Description field. Enter

a valid value

e.g.

"GENERAL"

Enter the desired information into the Effective Date field. Enter

a valid value

e.g.

"05/01/2011"

Click the Expand All button.

Click the OK button.

Click the Payables link.

Click the OK button.

Click the Save button.

Click the Summary link.

Click the Home link.

Enter the desired information into the State field. Enter

a valid value

e.g.

"LA"

Enter the desired information into the Name field. Enter

a valid value

e.g.

"JOE CRAB"

Enter the desired information into the Title field. Enter

a valid value

e.g.

"OWNER"