New Vendor Setup Request – US Citizen – Volunteer, Candidate, or
Participant
2013
New Setup
1. Log in to OSU online services with your ONID user name and password:
https://adminfo.ucsadm.oregonstate.edu/prod/twbkwbis.P_WWWLogin
2. Select the FIS Financial Information link or the Finance Tab.
3. Select New Vendor Setup Request.
4. Your name, phone number, and email will be populated in the Originator fields. Enter department contact name,
phone, and email if needed. The department contact will be included on emails about the vendor setup process.
5. Click Next.
6. Select U.S. Citizen or Resident Alien from the Vendor Entity Type list then click Next.
Note: a request number will be generated at this point, make a note of it if you need to save and exit the setup.
7. Select Volunteer, Candidate or Participant from the Vendor Affiliation list then click Next.
8. Enter the Vendor information.
a. Required fields:
i. Vendor First Name
ii. Vendor Last Name
iii. Vendor Address 1
iv. City
v. State
vi. Zip – must be in XXXXX or XXXXX-XXXX format
vii. Vendor Phone – must be in XXX-XXX-XXXX format
viii. Vendor Tax ID
b. Optional fields:
i. Vendor Middle Name
ii. Vendor Address 2 and 3 (if needed)
iii. Vendor Email – must be in [email protected] format
Note: if you do not include a vendor email, all correspondence from Vendor Maintenance will be sent to you.
iv. Vendor Fax – must be in XXX-XXX-XXXX format
9. Click Next.
10. Verify the information entered is correct.
Note: if changes are needed select the Back button to return to the vendor information entry page.
11. If needed, enter any comments or instructions for Vendor Maintenance.
12. Click Submit.
Note: at any point after step 5 you can Save and Exit the setup process. Make note of the request number in the top
right so you can retrieve the request when you are ready to complete the setup.
Address Update
1. Complete steps 1-12 as outlined above.
2. If the volunteer, candidate, or participant has already been setup, you will be prompted to verify the vendor
information in Banner.
a. Search for the vendor using their Banner ID on the FTMVEND screen; the address tab will list all addresses in the
system.
3. If the address is correct, select Yes to cancel the request.
4. If the address needs to be updated, select No to update the vendor information.
5. Click Submit.
Once submitted, you will receive an email confirmation with the request number. Use this number to follow up with
Vendor Maintenance if needed.
US Citizen – VCP QRC
Last Updated September 2013