Get Vendor Management Form (peoplesoft Financial System) - Dch Georgia

This guide provides clear instructions on completing the Vendor Management Form, essential for submitting vendor information to the Vendor Management Group for approval. By following these steps carefully, users can ensure a smooth process in the PeopleSoft Financial System.

Follow the steps to fill out the Vendor Management Form online:

1. Click ‘Get Form’ button to access the document and open it in the designated editor.
2. Complete all applicable fields in Section 1: Vendor identification. Provide details such as vendor number, FEI/SSN/Employee ID number, vendor name, payment alternate name, address including city, state, zip code, country, phone number, fax number, and email.
3. Move to Section 2: Bank account information. Attach a copy of a voided check and fill in the routing number and bank account number. Indicate if the general bank account can be used by all State of Georgia agencies or specify if it can only be used for a specific purpose.
4. In Section 3: Specify type of action, check all that apply such as new vendor, employee, classification change, or bank account changes. Provide necessary documentation for vendor name/TIN changes, if applicable.
5. Add any additional comments in Section 4 if needed.
6. Finally, Section 5 is for State of Georgia agency contact information, typically filled out by the requestor. Ensure that the requestor's name, agency business unit number, date, email, phone number, and fax number are entered accurately.
7. After completing the form, save changes, and you may then download, print, or share the form as needed.

Complete your Vendor Management Form online today to streamline your vendor approval process.