- oGUITINH SSN/SIN/TIN History to determine whether the vendor already exists in Banner.
○ FTMVEND Vendor Maintenance
- 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
- oEnter ID
- oAlternate 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
Vendor Maintenance:
- 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:
- oDiscount Code: 30 Net 30 payment terms
- Next Block
Additional Information:
- 1099 Information – if applicable – address defaults are required for 1099 vendors
- oTax ID: SSN from W-9
- oIncome Type: