Tips:

Enter a Request to Add or Modify a Vendor

Follow these steps to:

Search in NUFinancials for the Vendor

Navigation: NUPortal > Financial > Purchasing or Payment tab > Vendor Add/Maintenance > Vendor Request Center

Alternate Navigation: NUFinancials > Vendors > Vendor Information > Add/Update > Vendor Request Center

  1. Click Search for, Add or Modify a Vendor

  1. Enter any of the following criteria to perform a search:
    •   Name
    •   Address
    •   Vendor ID
    You may use the drop down menu to select Equal To. This is useful if you know the exact Vendor ID you are looking for. Click Clear before executing a new search.
  1. Click Search

Review Results

  1. Review the search results. Note that the Vendor ID remains the same for multiple addresses.

  1. Select the type of change needed:

Modify Vendor Name Only

Note: If the vendors Tax ID Number (TIN) has also changed, add a new vendor instead.

  1. Enter Vendors new Name from W-9 or W-8
  2. Add Required attachment W-9 or W-8 (you can still save the request if attachments are not ready to upload)
    1. Click the Paperclip icon
    2. Click Browse, locate the file on your computer and click Open
    3. Click Upload
    4. To remove, click the Trash Can icon
    5. To view click the Paper icon
  3. Click Next

  1. Optionally, enter Additional Comments for approval justification to Vendor File Management
  2. Optionally, enter or look up the CC Net ID of another NUFinancials user you would copied on this request
  3. Click Save (for later) or Save & Submit

Modify Vendor Address (Active)

Modify an existing, active address for a vendor

  1. Select Address to be Changed
    • Order identifies where purchase orders should be sent
    • Remit identifies where payments should be sent
    • Both - vendor uses same address for order and remit
  2. Select PO Dispatch Method required for Supplier, optional for Attorney
  3. Enter New Address Details enter a complete address
    •  Foreign addresses; click the magnifying glass in the Country field and select a country from the list. The address fields will update appropriately for the country selected.
  4. Add Required attachment Invoice, Quote, and/or Letter from Vendor indicating changed address (you can still save the request if attachments are not ready to upload)
    1. Click the Paperclip icon
    2. Click Browse, locate the file on your computer and click Open
    3. Click Upload
    4. To remove, click the Trash Can icon
    5. To view click the Paper icon
  5. Click Next

  1. Optionally, enter Additional Comments for approval justification to Vendor File Management
  2. Optionally, enter or look up the CC Net ID of another NUFinancials user you would copied on this request
  3. Click Save (for later) or Save & Submit

Reactivate Vendor Address (Inactive)

This is to reactivate an address with the status of inactive

  1. Add Required Attachment - Invoice, Quote, and/or Letter from Vendor indicating this address (you can still save the request if attachments are not ready to upload)
    1. a.  Click the Paperclip icon
    2. b.  Click Browse, locate the file on your computer and click Open
    3. c.  Click Upload
    4. d.  To remove, click the Trash Can icon
    5. e.  To view click the Paper icon
  2. Click Next

  1. Optionally, enter Additional Comments for approval justification to Vendor File Management
  2. Optionally, enter or look up the CC Net ID of another NUFinancials user you would copied on this request
  3. Click Save (for later) or Save & Submit

Add New Address for Vendor

Vendor has a new address in addition to those already on file

  1. Address to be Changed (added)
    •   Order identifies where purchase orders should be sent
    •   Remit identifies where payments should be sent
    •   Both - vendor uses same address for order and remit
  2. Enter Address information as needed by change selected above
    •   New Order Address identifies where purchase orders should be sent
    •   Same as Order vendor uses same address for order and remit
    •   New Remit Address identifies where payments should be sent
    •   Foreign addresses; click the magnifying glass in the Country field and select a country from the list. The address fields will update appropriately for the country selected.
  3. Select PO Dispatch Method required for Supplier, optional for Attorney
  4. Required Attachments Invoice, Quote, and/or Letter from Vendor indicating new address (you can still save the request if attachments are not ready to upload)
    1. a.  Click the Paperclip icon
    2. b.  Click Browse, locate the file on your computer and click Open
    3. c.  Click Upload
    4. d.  To remove, click the Trash Can icon
    5. e.  To view click the Paper icon
  5. Click Next

  1. Optionally, enter Additional Comments for approval justification to Vendor File Management
  2. Optionally, enter or look up the CC Net ID of another NUFinancials user you would copied on this request
  3. Click Save (for later) or Save & Submit