寻找供应商

These are the steps for users when selecting existing suppliers and onboarding new 的. Supplier is also known as a vendor.

现有的供应商

注意: The supplier must exist in the Financial Transaction 服务 (FTS) database in order to complete a 征用 or 直接付款凭证. 如果有的话 not exist, please see section on “新供应商”.

• If you are creating a requisition

  • 搜索 for existing supplier in FTS by selecting the 征用 选择下 采购/付款.

    • Utilize the drop down menu under 供应商信息 在 征用 page by either selecting a listed supplier or the 更多的 option if desired vendor/supplier is not found.
    • If 更多的 被选中时, 用户首选项 search criteria panel appears.
    •在 标准 field, enter supplier’s name (full or part of it).
    •点击 搜索.

    For detailed instructions, see the 征用 教程. 

• If you are creating a direct payment

  • 搜索 for existing vendor/supplier in FTS by selecting the 直接付款凭证 选择下 采购/付款.

    • Utilize the drop down menu under Vendor/供应商信息 在 直接付款凭证 page by either selecting a listed vendor/supplier or the 更多的 option if desired vendor/supplier is not found.
    • If 更多的 被选中时, 用户首选项 search criteria panel appears.
    •在 标准 field, enter vendor/supplier’s name (full or part of it).
    •点击 搜索.

    For detailed instructions, see the 直接付款凭证 教程.

• 寻找某人/ DVBE?

  • 请参阅 某人/ DVBE 了解更多信息.

新供应商

The Supplier I Want is Not in FTS

他们是犯罪现场组的员工吗?

如果是... they cannot be onboarded as a supplier.  They will need to be paid through payroll for 菠菜网lol正规平台 employees or a CPO 对于所有其他校园.

如果没有... the department needs to determine if supplier qualifies as an independent 承包商.  请参阅 美国广播公司(ABC)测试 provided by the State of California.  Independent 承包商s can be onboarded with 菠菜网lol正规平台.

什么是入职?

部门 cannot submit requisitions or direct payment vouchers in FTS until their 供应商已上岗.

Onboarding is the process of setting up a supplier in our financial system.  供应商 are onboarded through PaymentWorks.  要了解更多信息，请访问 成为供应商.

How Do I Onboard a 新供应商?

• When initiating your 征用/直接付款凭证 in FTS, invite your supplier to onboard as a new supplier. For detailed instruction refer to the 征用 or 直接付款凭证 教程. 
• Once your supplier has completed their onboarding, you will receive an email notification and will then be able to complete the requisition/direct payment process.

Documentation Requirements

• Certificate of Liability Insurance, including Additional Endorsement (for services 校园演出)
• Health permit (Catering only)

For high dollar requisitions, you might consider using the 某人/ DVBE选项.  请参阅 bid thresholds and requirements.

I Don't Know Which Supplier to Use

When you are submitting a 征用, you can select Supplier ID 0000043479 - Suppler 竞标.  This will route the requisition to the university buyers and they will work with you to provide supplier recommendations.

For more information, please see Scenario 3 in the Supplier Request Process Tutorial [pdf].