How Do I . . . Request a Vendor

Step 2: Confirm that vendor request is necessary INTRO 1 2 3 NEXT

What to do How to do it

A. Active employees are not entered as vendors. As mentioned earlier, active employees are not entered as "vendors" in DaFIS. If you are trying to process a document for an active employee (e.g., reimbursement for university purchase) and are unable to find them in the Employee Lookup table, you should contact the payroll processor in your department. They can assist in determining the payroll status of the employee.
Note: Prospective employees are treated as vendors in DaFIS and will need to be entered as appropriate (e.g, travel expense reimbursement for faculty candidate).

B. Some documents don't require a vendor number. Several DaFIS documents don't require a vendor number for processing:

A Requisition (PR) doesn't require a vendor number. Since the vendors on a PR are only suggested, the document allows you to enter information manually. Leave the Vendor Number blank, and complete the other fields in the Suggested Vendors section. After Purchasing determines the vendor for the Purchase Order, they will request additions or updates to vendor records as needed.
AP Direct Charge (DC) documents for refunds or reimbursements do not require a vendor record in DaFIS. When the Payment Type is changed to Refund or Reimbursement, choose Other Payee in the Payee Type and Remit-To Payee fields. This will allow you to type the payee’s information directly on the document.
Note: It is important to check to see if a vendor number exists before directly entering payee information on the DC.

Step 2: Confirm that vendor request is necessary INTRO 1 2 3 NEXT
	What to do	How to do it
A.	Active employees are not entered as vendors.	As mentioned earlier, active employees are not entered as "vendors" in DaFIS. If you are trying to process a document for an active employee (e.g., reimbursement for university purchase) and are unable to find them in the Employee Lookup table, you should contact the payroll processor in your department. They can assist in determining the payroll status of the employee. Note: Prospective employees are treated as vendors in DaFIS and will need to be entered as appropriate (e.g, travel expense reimbursement for faculty candidate).
B.	Some documents don't require a vendor number.	Several DaFIS documents don't require a vendor number for processing: A Requisition (PR) doesn't require a vendor number. Since the vendors on a PR are only suggested, the document allows you to enter information manually. Leave the Vendor Number blank, and complete the other fields in the Suggested Vendors section. After Purchasing determines the vendor for the Purchase Order, they will request additions or updates to vendor records as needed. AP Direct Charge (DC) documents for refunds or reimbursements do not require a vendor record in DaFIS. When the Payment Type is changed to Refund or Reimbursement, choose Other Payee in the Payee Type and Remit-To Payee fields. This will allow you to type the payee’s information directly on the document. Note: It is important to check to see if a vendor number exists before directly entering payee information on the DC.

Next - Process Vendor Add/Update Request Form