Vendor Inactivation Process for Agency Customers

Similar documents
Yale Shared Services. Benefits of Creating a Purchase Order: Procure to Pay Tool Kit

Selling and Purchasing Items

BEN Pays - MarkView Workshops

Agenda. 1. Introduce the Contract Request Form & Process. 2. Learn how to initiate & submit Contract Requests

epro FAQ Clearing the Browser Cache

BEST PRACTICES AND COMMON ERRORS

End of Year Planning and Checklists

Accounting Reconciliations

Web InfoPLU$ Account Transfer USER GUIDE

Procurement Gateway & I Want Doc User Guide

External MyVP. Table of Contents

To download the documentation mentioned above, log into your Ariba SN account and navigate to Help link from the top of the page.

Shopping using a UFIT Academic Technology Request Internal Service Provider (ISP) Form in myufmarket

ipad App User Zoom View Use the zoom button to view the book in 1x or 2x zoom. You can also use your fingers to pinch in and out to adjust the view.

Unimarket Approver User Guide

Core Accounting Functions

Company Accounts are identified by a 4-5 digit account number and can be used in all company stores nationally.

10. Position Management- Mass Reorganization Last revised: March 2016 Last reviewed: June 2017 Next review: June 2018

Title: Procurement Card (Visa Purchasing Card) Implementing Procedure For Policy # N/A

How it works. The following pages provide step by step instructions on the main stages of the MYOB Integration Module.

Guidelines to Freight Billing valid from

Restaurant Pro Express Mobile v1.0

PROFESSIONAL SERVICES BULLETIN 17-3 ADDENDUM 2

Inquiry processing. 1. Purpose. 2. Scope. 3. Description

CRE/RPE - QuickBooks Web Portal Export Guide

Extended Inventory Items

RMH SECURITY GUIDE. Retail Management Hero (RMH) Copyright 2016, Retail Management Hero. All Rights Reserved.

Activity=>Sales Order and Invoice=>Create Invoices

Getting Started with General Ledger

Pickup Request Process Update Non-Deposit Bulk Pesticide Containers

VENDOR DISPLAY SERVICE LEVEL AGREEMENT

Procedure for Approval, Purchase, Payment and Inventory of Wireless Communication Devices (WCD*) and Services

Family Support Service Provider Quick Reference Guide to CYBER

CDM Plan Submission and Review Criteria Rules

9 Things QuickBooks Users Should Know About Microsoft Dynamics 365

Live with Customers: BC Hydro and ConvergentIS

MYOB Advanced. Release Notes

ABC Business Magazines Reporting Standards (UK)

Web Financial Office How to Setup a New HR User and Security Specialized Data Systems, Inc Revised Last:

Getting Started. With Exact for Manufacturing, Standard. Exact US LLC 3600 American Blvd W Bloomington, MN United States

Personal Computing Services FAQ s

Buildertrend/Xero Integration Guidelines. Buildertrend/Xero integration guidelines v1.0 February 2018 pg. 1

Working While Disabled

ABC OF... PHYSICAL RESOURCES

BATCH PAYMENTS: A GUIDE FOR SUPPLIERS

Send My Ad Publications User s Guide

DNP Student Exxat Training Guide

ECNG Energy Group. Performance Review Plan

Apply Documents saves time matching many Sage 300 Accounts Receivable payment documents to A/R Invoices.

Financial Management Meeting December 15, Standard UW-Madison Winter Headwear

Manual 11: Energy & Ancillary Services Market Operations Revision History

5.2 RPM Auction Timeline

5.2 RPM Auction Timeline

Completing a 90 Day Evaluation Review Using the Online Performance Appraisal System Standard Form

CHAPTER EIGHT ELECTRICAL ITEMS

Introduction to Enlighten

Completing an Introductory Review Using the Online Performance Appraisal System Standard Form

ABLE Commission Q&A Q&A Regarding Licensing and Application

CIN: U74990MH2008NPL189067

MSCM Logistics Services Limited

EAGLE SCOUT CANDIDATE PREPARATION GUIDE. The Eagle Scout Service Project

Managing Exceptions in Time & Labor A Guide for Approvers and Department Processors

Using EMV Devices with Shift4 Payments

SASKATCHEWAN REPORTING CALENDAR. Sun Mon Tue Wed Thu Fri Sat 1. 5 A1) EVAP Declaration Required Report. M1) Non-Compliance Billing

Company Policy Buying Additional Annual Leave

ADMINISTRATIVE GUIDELINES POLICY 6714 DISTRICT CREDIT CARD USE. Blue Valley School District Purchasing Card Program Overview

1. Why can I modify a purchase requisition although I set the changeability of the release indicator to '1' ('Cannot be changed')?

SASKATCHEWAN REPORTING CALENDAR. Sun Mon Tue Wed Thu Fri Sat. 5 6 M2) Oil and LPG Receipt Volumes M3) Gas Receipt Volumes

Report on Inspection of Grant Thornton LLP (Headquartered in Chicago, Illinois) Public Company Accounting Oversight Board

CHOOSING THE RIGHT RECRUITMENT PARTNER

New Balance Stores New Balance Development Fund *(NBDF) Program & Policy. *(NBDF replaced Coop in 2011)

Administrative Portal Data Management

AutoClerk What s New Version Through

Service Description Transfer of Material XML (C2B)

What is the deadline to sign up for Rockwell Automation TechED EMEA? What is the cost to register for the Rockwell Automation TechED EMEA event?

Data Reconciliation: A How-To Guide for Audit Readiness. Overview of Biddle Consulting Group, Inc.

Job Description. Job title. Department. Reporting structures. Main purpose. Job Description 1. Sales Administrator (Coordinator) * Sales

Headquarter: BTC Europe GmbH Rheinpromenade Monheim am Rhein Germany Tel: Fax:

Customer best practices

SASKATCHEWAN REPORTING CALENDAR. Sun Mon Tue Wed Thu Fri Sat 1 Canada Day - Closed 2 3. M1) Non-Compliance Billing

Merchant Exhibitor Application

SASKATCHEWAN REPORTING CALENDAR

January 28, Tonya Modlin Contracting Specialist Department of Veterans Affairs Spotsylvania Ave, Suite 400 Fredericksburg, VA 22408

Time is Money Profiting from Reduced Cycle Time

Managing Supply Chain with Third Party Logistics Provider an Overview of the Integration

Industry Guide to Cancel Other

Chicago Coordinated Entry System (CES) One List and Housing Provider Contact Protocols:

Verification Summary Report (VSR) Instructions

Industry Guide to Cancel Other

MEDICAID SERVICES UPDATE: August 8, 2014

Configure matching gift conditions. (is this needed? Where does this fit in?)

Quoting Website User Manual. Diamond Plastics Corporation 2/24/2012

Release Notes for SAP ERP Financial Accounting and Operations 2.0

Mini HR Training: Common Issues. Facilitators: Sharon Atkinson Rosalie Montaque Heather Riner

Enrollment. Q. Can my sponsor and enroller be the same person? Yes, your sponsor and enroller can be the same person.

Shipping Procedure Instructions

Manufacturing Information System. Study notes

PLEASE ENSURE THAT YOU SAVE THIS DOCUMENT ON YOUR COMPUTER BEFORE

Disassembly of the CertiflexDimension software is also expressly prohibited.

SPRS V3.2.8 SPRS Reports

Transcription:

Vendr Inactivatin Prcess fr Agency Custmers Last Update: Octber 2017 Vendr Inactivatin Reasns MyFlridaMarketPlace (MFMP) will inactivate a vendr s accunt when: Vendrs request t have their MFMP Vendr Infrmatinal Prtal (VIP) accunt inactivated The Department f Management Services (DMS) r the Department f Financial Services (DFS) request suspensin f the vendr (e.g., vendr has multiple accunts with different tax identificatin numbers) Vendrs are remved via the annual MFMP vendr inactivatin prcess, which is typically scheduled fr Nvember. Vendr accunts will nt be inactivated if any f the fllwing seven criteria are met: Business lcatin has received an MFMP purchase rder () in the last tw fiscal years Business lcatin has received a payment frm the Flrida Accunting Infrmatin Resurce (FLAIR), r a purchasing card (P Card) payment in the last tw fiscal years Business lcatin has made an edit t their MFMP VIP accunt in the last tw fiscal years Business lcatin has lgged int MFMP Surcing in the last tw fiscal years Business lcatin is assciated t a State Term Cntract r an Alternate Cntract Surce Business lcatin is a Flrida Emergency Supplier Netwrk supplier Business lcatin has an Office f Supplier Diversity Flrida Certified Business Enterprise certificate that has nt expired in the last three fiscal years Nn-Annual Vendr Inactivatin Timing Vendrs withut pen transactins are inactivated the week the inactivatin was requested. Vendrs with utstanding transactins are inactivated the last business day f the mnth fllwing the request. The vendr s name will be amended t include IA: MM/YY (ex. Jhn s Office Supply IA: 11/17). The date dentes when the vendr will be remved frm MFMP Buyer; hwever, their accunt infrmatin will remain visible in MFMP VIP after the inactivatin date. Outstanding Custmer Transactins Once a vendr s accunt is inactivated, any utstanding transactins (e.g., requisitins (PR), s and invice recnciliatins (IR)) cannt be cmpleted thrugh MFMP. A warning message will display n the transactin indicating that the Vendr has been deleted. Identifying Outstanding Transactins Every week, MFMP sends a cmmunicatin t the agencies Purchasing and Finance & Accunting Liaisns with an Excel wrkbk cntaining fur spreadsheets: Flagged fr Inactivatin: A list f all vendrs targeted (flagged) fr inactivatin. This list displays inactivatin dates and reasns Cntracts Vendr Inactivatins: A list f all MFMP cntracts issued t the flagged vendrs PRs fr Vendr Inactivatins: A list f all PRs issued t the flagged vendrs Prir Inactivatins: A list f vendrs inactivated in the previus 18 mnths

Actins fr Outstanding Transactins It is imprtant t knw the status f a transactin when MFMP inactivates a vendr. Different actins are required based n the status f the transactin. The MFMP team recmmends that agency custmers place a cmment n any impacted r IR, detailing the actins taken due t a vendr s inactivatin. If assistance is needed, custmers shuld cntact the MFMP Custmer Service Desk (CSD) at BuyerHelp@MyFlridaMarketPlace.cm r 866-352-3776. Tip: If a vendr lcatin is deleted and the accunt has anther active lcatin(s), custmers can prcess any existing invice(s) by updating the lcatin n previusly generated IR(s). Orders withut Submitted Invices Receipt IR Actin Ordered N Receipt N (service-based) Invice r Cmpsing (n apprved receipts) r Received Apprved and/r Cmpsing (Partially Received) N Invice If n gds were received r services were rendered, the shuld be canceled via the Cancel Requisitin efrm and a new issued, if necessary If the vendr has anther active MFMP VIP accunt: Issue a new t the active accunt with the items remaining n the riginal Cmplete a Release Encumbrance efrm fr the riginal, if encumbered, and prcess future invices against the new If the vendr des nt have anther active accunt: Pay the vendr directly thrugh FLAIR Return t the and enter a cmment stating that the invice was paid in FLAIR as the vendr was inactivated. Place the in Received status by finding the last receipt cmpleted, making an edit, and selecting Yes n the Clse Order? field Vendr Inactivatin Prcess fr Agency Custmers 2

Orders with Submitted Invices Ordered r Receipt N receipt (service) r Cmpsing (n apprved receipts) IR Apprving r Recnciling Actin If the vendr has ther active lcatin(s) in the same MFMP accunt: Review the active lcatin(s) s Remit-T-Address t cnfirm that it matches the lcatin n the vendr s invice If it des, update the vendr lcatin n the IR If it des nt, wrk with the vendr t update their accunt If the vendr des nt have ther active lcatins within the same accunt, but has anther active MFMP accunt: Reject the IR and issue a new t the ther accunt with the items remaining n the riginal Cmplete a Cancel Requisitin efrm fr the riginal and prcess future invices against the new If the vendr des nt have anther active accunt: Reject the IR and pay the vendr directly thrugh FLAIR Return t the and enter a cmment stating that the invice was paid in FLAIR as the vendr was inactivated. Place the in Received status by finding the last receipt cmpleted, making an edit, and selecting Yes n the Clse Order? field r Received Cmpsing (partially received) r Apprved (fully received) Apprving r Recnciling If the vendr has anther active lcatin(s) in the same MFMP accunt: Review the active lcatin(s) s Remit-T-Address t cnfirm that it matches the lcatin n the vendr s invice If it des, update the vendr lcatin n the IR If it des nt, wrk with the vendr t update their accunt If the vendr des nt have ther active lcatins within the same accunt but has anther active MFMP accunt: Vendr Inactivatin Prcess fr Agency Custmers 3

Reject the IR and issue a new t the ther accunt with the items remaining n the riginal Cmplete a Release Encumbrance efrm fr the riginal and prcess future invices against the new If the vendr des nt have anther active accunt: Reject the IR and pay the vendr directly thrugh FLAIR Return t the and enter a cmment stating that the invice was paid in FLAIR as the vendr was inactivated. Place the in Received status by finding the last receipt cmpleted, making an edit, and selecting Yes n the Clse Order? field Vendr Inactivatin Prcess fr Agency Custmers 4

N rder N rder Receipt N receipt N receipt IR Open Cntracts withut Releases Actin N invice If the vendr has anther active MFMP VIP accunt: Apprving r Recnciling Clse the cntract and create a new cntract request (CR). In the Vendr Lcatin field, select the active MFMP VIP accunt. In the Histrical Amunt Spent field, enter the ttal amunt f all previus payments If manually encumbered, release the encumbered funds directly in FLAIR Prcess all future payments against the new cntract If the vendr des nt have anther active accunt: Add a cmment t the cntract with the details f the payment(s) and then clse the cntract Prcess all future payments t the vendr directly thrugh FLAIR If the vendr has anther active lcatin(s) in the same MFMP accunt: Review the active lcatin(s) s Remit-T-Address t cnfirm that it matches the ne n the vendr s invice If it des, update the vendr lcatin n the IR If it des nt, wrk with the vendr t update their accunt If the vendr des nt have ther active lcatins within the same accunt but has anther active MFMP accunt: Reject the IR Clse the cntract and create a new CR. In the Vendr Lcatin field, select the active MFMP VIP accunt. In the Histrical Amunt Spent field, enter the ttal amunt f all previus payments If manually encumbered, release the encumbered funds directly in FLAIR Prcess all future payments against the new cntract If the vendr des nt have anther active accunt: Add a cmment t the cntract with the details f the payment(s) and then clse the cntract Prcess all future payments t the vendr directly thrugh FLAIR Vendr Inactivatin Prcess fr Agency Custmers 5