Add and Change Vendor Screen Examples

Transcription

1 SECTION 10: VENDORS Add and Change Vendor Screen Examples Table of Contents Add Vendor Screen Examples BRD: Board and Commission Member Page ELE: Election Worker Page EST: Estates/Trusts Page FGN: Foreign Entity Page GOV: Government Entity Page INC: General Corporation Page LLC: Limited Liability Corporation Page LLC: Single Member LLC Page LSC: Legal Services Corporation Page MSC: Medical Services Corporation Page NEE: Non Employee Page NPC: Nonprofit Corporation Page PAR: Partnership/LLP Page PCF: Petty Cash/Change Fund Custodian Page SEE: State Employee Page SOL: Sole Proprietor Page Parent Company/Subsidiary of Parent Company Page Change Vendor Screen Examples Address Change Page Re-activating a record Page Change in ownership (add vendor transaction involved) Pages 10.29,

2 Add Vendor Example: Board and Commission Member Add Vendor Example: Election Worker 10.18

3 Add Vendor Example: Estate/Trusts Add Vendor Example: Foreign Entity 10.19

4 Add Vendor Example: Government Entity Add Vendor Example: Corporation (General) 10.20

5 Add Vendor Example: Limited Liability Corporation Add Vendor Example: Single Member LLC NOTE: If Single Member LLC has an EIN, the Tax ID should be EIN and Line 1 of the VENDOR NOTES field should say SINGLE MEMBER LLC WITH EIN

6 Add Vendor Example: Legal Services Corporation Add Vendor Example: Medical Services Corporation 10.22

7 Add Vendor Example: Non Employee Add Vendor Example: Nonprofit Corporation 10.23

8 Add Vendor Example: Partnership 10.24

9 Add Vendor Example: Petty Cash/Change Fund Custodian Add Vendor Example: State Employee 10.25

10 Add Vendor Example: Sole Proprietor Add Vendor Example: Parent Company/Subsidiary of Parent Company 10.26

11 Change Vendor Example: Address Change Existing record: Change vendor transaction to change address on existing record: 10.27

12 Change Vendor Example: Re-activating a record Existing record: Change vendor transaction to re-activate existing record: 10.28

13 Change Vendor Example: Change in ownership where changed occurred in current tax year Existing record: Change vendor transaction to inactivate existing record, documenting date of ownership change, and cross-referencing to new Tax ID in VENDOR NOTES field: 10.29

14 Add vendor transaction documenting new owner on VENDOR LEGAL NAME field as well as date of ownership change and cross-referencing to the old PVN in VENDOR NOTES field: 10.30