This job aid will show step-by-step instructions on how to create a supplier request in UGAF@Work.
Create Supplier Request
You can create requests for suppliers that are not set up in UGAF@Work. After entering the required information, the request will route to the supplier administrator for approval and completion.
From the UGAF@Work home page:
1. In the global search bar, type “create supplier request” and select the Create Supplier Request task.
2. Include supplier information, if available:
(1) Supplier Name (required)
(2) DUNS Number
(3) Unique Entity Identifier
(4) Restricted to Companies
(5) Supplier Category
(6) Parent
(7) Tax Authority Form Type
(8) TIN Type
(9) Tax ID
(10)Justification
3. Enter at least one piece of contact information. If you enter a phone number, you will need to identify it as Primary.
4. In the Attachments tab, you are required to attach the appropriate W-9 documentation.
5. Select OK.
6. This will route to the Supplier Administrator who will review and process approval of the new Supplier.
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Reminder: Once your supplier request has been approved, you will receive a notification informing you of its completion.
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View Your Supplier Requests
In UGAF@Work, you have the ability to view your supplier requests and their respective statuses.
1. In the global search bar, type “my supplier requests” and select the My Supplier Requests report.
2. The My Supplier Requests report displays. It shows the Proposed Supplier Name, Status, Supplier Created (if the request was successfully completed), Next Assigned (if the request is in progress and awaiting action from another individual), and any associated Actions.
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Tip: If you started a supplier request but did not complete it, you can select the Edit button in the Actions section to continue filling out the request.
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