New Vendor Setup Request – US Citizen – Student/Employee
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 OSU Student or Employee from the Vendor Affiliation list then click Next.
8. Enter the student or employee’s OSU ID number then click Next.
Note: if the student/employee is already setup as a vendor, see Address Update instructions below.
9. Verify the student or employee’s name is correct and is the person you are setting up for reimbursement. Vendor
Maintenance will use the information in Banner for the person listed.
10. 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 1-8 as outlined above.
2. If the student or employee is already setup as a vendor, you will be prompted to verify their address before
submitting an address update.
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 in Banner click No to cancel the request.
4. If the address needs to be updated click Yes to update the vendor information.
5. Update the vendor information.
a. Required fields:
i. Vendor Address 1
ii. City
iii. State
iv. Zip – must be in XXXXX or XXXXX-XXXX format
b. Optional fields
i. Vendor Address 2 and 3
ii. Phone – must be in XXX-XXX-XXXX format
iii. Email – must be in [email protected] format
iv. Fax – must be in XXX-XXX-XXXX format
6. Click Next.
7. Verify the information entered is correct.
Note: if changes are needed select the Back button to return to the vendor information entry page.
8. If needed, enter any comments or instructions for Vendor Maintenance.
9. 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 – Student/Employee QRC
Last Updated September 2013