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How to Request a New Vendor or Address Type for Department Order
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Summary: Follow these steps to submit a request to add a new vendor or new vendor address type for a Department Order. |
| What to do |
How to do it |
| 1 |
Gather the information. |
- You will need to have the vendor's business name, Federal Employer Identification Number (FEIN), address, and telephone number. If the vendor is an individual, you will need to provide the individual's name and Social Security Number (SSN).
Note: You may need to contact the vendor to obtain the vendor’s FEIN or SSN.
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| 2 |
Go to the Department Order Screen in Financial Link. |
- Access FinancialLink and click the For IFIS Users link.
- Click the Establish a Department Order link.
- If the Login page appears, type your ACT user ID and password in the login box and click the Login button.
You must have a valid ACT user ID to access FinancialLink. Please see How to Get A User ID (Business Systems) if you need to obtain a User ID.
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| 3 |
Place your request. |
- For a new vendor, click the Request a New Vendor to be set up button on the left side bar.
- Complete the New Vendor and Address form.
- Click the Submit button.
- Proceed to Step 4.
- For a new address type, click the Request New Address Type for a vendor button on the left side bar.
- Complete the Additional Address For Existing Vendor form.
- Use the Comments section to indicate if the new address is a replacement, and the address it is replacing
- Click the Submit button.
- Proceed to Step 4.
Note: When requesting a new address type, if the new address replaces an existing one, please indicate the address it is replacing.
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| 4 |
Receive confirmation that the vendor or address has been added. |
- Purchasing will notify you by return e-mail when the new vendor or address type is ready for use on a Department Order, usually within 24 hours.
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Questions? Contact Donna Wilmot, (858) 534-6749, or Kathy Meadows, (858) 534-3091. You can also fax information about new vendors or address types to Purchasing at (858) 534-5803. |
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