The first step in creating a purchase order or paying a vendor is to create them as a Supplier in Workday. This is a process that typically takes two-weeks, so please plan accordingly. This is something that can be started before requesting a purchase order.
Required Documents
The follow two documents should be completed by your vendor and submitted to Rhonda via the Communications Financial Operations portal. Documents must be returned PDF format.
1. W-9 or W-8 | 2. ACH/EFT Payment Form | 3. Required Questionnaire and Supplier Contact Form |
|---|---|---|
W-9: Domestic SuppliersW-8: Foreign SuppliersIf your supplier is a foreign company or person, they’ll need to complete a W-8. | Vendor will need to include a voided bank check or a bank statement with the bank’s logo. Domestic SuppliersForeign Suppliers |
To request a new supplier:
Login to https://ysmweb.atlassian.net/servicedesk/customer/portal/7/group/24/create/47
Provide the pertinent information, including the completed attachments above.