Description

Required. Select the appropriate vendor type from the Vendor Type list or select if from the Vendor Type lookup . Examples include 'Disbursement Voucher' and 'Purchase Order. A vendor's type determines on which KFS documents it may be used. Different vendor types are used on different documents

Is this a Foreign Vendor?

Required. Select 'Yes' from the list if the vendor should be identified as foreign. Select 'No' if the vendor is not identified as foreign.

   If W-8 Received = Yes, the vendor must be foreign.

Tax Number

Required for non-foreign vendors if the vendor type requires a Tax Number. Enter the vendor's tax ID number or SSN.

   This field is masked to everyone except the Tax Identification Number User role.

Tax Number Type

Required. Select the Tax Number Type option that describes the tax number entered in the Tax Number field. If no Tax Number was entered, select 'None.

Ownership Type

Required. Select the appropriate type from the Ownership Type list, or search for it from the Owner Type lookup . Examples include 'Corporation,' 'Non-Profit,' and 'Individual/Sole Proprietor.

   The W-8 Type Table identifieds allowable ownership types for specific W8 Forms.

Ownership Category

Optional. Select the appropriate category from the Ownership Category list, or search for it from the Owner Category lookup . The ownership category more specifically identifies the vendor, often indicating the type of services this vendor provides. Examples might include 'Health Care Services' or 'Legal Services.

W9 Received

Optional. Select 'Yes' or 'No' from the list to indicate if a W9 has been received for this vendor. Certain types of vendors may be required to have a W9 on file before they may be approved for use.

W-9 Signed Date

Enter the date the W-9 was signed or select it from the calendar .

   If parameter W9_SIGNED_DATE_REQUIRED_IND = Y, this field is required if W9 Received = Yes.

W-8 Received

Optional. Select 'Yes' or 'No' from the list to indicate if a W-8 has been received for this vendor.

W-8 Signed Date

Enter the date the W-8 was signed or select it from the calendar .

   If parameter W8_DATA_REQUIRED_IND = Y, this field is required if W8 Received = Yes.

W-8 Type

Select the W-8 from the list or use the  to look up a value.

   If parameter W8_DATA_REQUIRED_IND = Y, this field is required if W8 Received = Yes.

Country of Incorporation/Citizenship

Select the Country from the list or use the  to look up a value.

   If parameter W8_DATA_REQUIRED_IND = Y, this field is required if W8 Received = Yes.

GIIN Code

Optional. Enter the GIIN code. Format is controlled by parameter GIIN_NUMBER_FORMAT.

   This field is masked to everyone except the Tax Identification Number User role.

Foreign Tax ID

Optional. Enter the vendor’s foreign tax id. Up to 25 alphanumeric characters.

   This field is masked to everyone except the Tax Identification Number User role.

Date of Birth

Optional. Enter the vendor’s date of birth or select it from the calendar .

   This field is masked to everyone except the Tax Identification Number User role.

Chapter 3 Status Code

Optional. Select a value from the list or use the  to look up a value.

Chapter 4 Status Code

Optional. Select a value from the list or use the  to look up a value.

Backup Withholding Begin Date

Optional. Enter the effective date for backup or select it from the calendar , if the vendor is subject to backup withholdings.

Backup Withholding End Date

Optional. Enter the date to discontinue backup withholding or select it from the calendar , if the vendor is subject to backup withholdings.

Debarred

Optional. Select 'Yes' or 'No' from the list to indicate whether or not this vendor has been debarred. This designation indicates that an institution has been barred from doing business with this vendor by the state or federal government.