GUITINH SSN/SIN/TIN History to determine whether the vendor already exists in Banner.

Enter SSN/EIN/TIN from W-9

If a tax ID exists in Banner, entities/persons will be listed with their Banner ID. If the name is the same, update the vendor utilizing with the next step for new vendors. If the name is different, it must be updated separately as an alias for the existing name.

FOAIDEN Person Identification Form - Finance

Enter ID

Alternate Identification - Insert

Name Type: select from list

■ Change Type: Name or ID

Update name information from W-9

Update remaining items utilizing with the next step for new vendors

ID: + to generate new Banner ID

Matching Source: Non-Person (businesses) or Person (personal contractors)

GOAMTCH to check for potential matches in existing records

Complete data entry fields: Last Name, First Name or Non-Person Name

SSN/SIN/TIN from W-9

Next Block to perform matching

No matches found, create as new? Yes

New ID created message - Generated ID: XXXXXXX. Identification record created. Warning - Biographical Information was created for a Non Person; Address record create failed. Telephone record not created. E-mail record not created. Additional ID not created.

■ Generated ID and Vendor name pulls into FTMVEND form

Start Date: defaults to today, can backdate if needed to make vendor invoice payment date earlier than today

Address Defaults: leave blank, this requires Purchasing and Accounts Payable to select the correct address from the list of addresses entered

More Details:

Discount Code: 30 Net 30 payment terms

Next Block

1099 Information – if applicable – address defaults are required for 1099 vendors

Tax ID: SSN from W-9

Income Type: