Page 11 - Participant Guide - Unanet GovCon Using Accounts Payable

Activity 1.2 Add a New Vendor Organization
Login: Victor Voucher (AP Admin) – vvoucher / welcome

Activity Steps:
1. You have received the W-9 (shown below) and need to add this new vendor.

2. Navigate: Organization > List and click +Organization
a. Profile:
• ORGANIZATION CODE V-CCAPTAINLLC (no spaces)
• ORGANIZATION NAME C. Captain, LLC
• ORGANIZATION TYPE Vendor
• ORGANIZATION PARENT V-VENDORS - A/P Vendors
b. 1099 Select box for 1099 VENDOR
c. Other (Vendor Classification) Women Owned Small Business
SAVE
3. Organization Addresses click +Address and fill in per W-9 above for Remit To
SAVE
4. Vendor Profiles click +Vendor Profile
• LEGAL ENTITIES All Legal Entities
• PAYMENT TERMS 1% 10 Net 30
• CHECK PRINTING Select Require a separate payment
SAVE
5. Confirm new Organization exists in the Hierarchy under V-VENDOR – A/P Vendors.
a. Navigate: Reports > Reference > Organization Trees Views and Run Report
b. Expand All and search list to confirm that C. Captain, LLC is listed under V-
VENDOR – A/P Vendors

LESSON 1: ACCOUNTS PAYABLE (AP)
©2022 Unanet. All rights reserved.
11