Onboarding is the process by which suppliers are added to the Kuali Financial System (KFS).
In KFS, a "vendor" or "supplier" is anyone who receives a payment that is not an employee or a student. It may be a supplier (of goods or services) or an individual receiving payment for some other reason.
KFS Vendor Document
Supplier records are added using the KFS Vendor Document, listed on the main page of KFS, under the Purchasing/Accounts Payable menu. This document is also used to update records for existing suppliers.
- Using the Vendor Request document
- Creating a New Vendor
- Editing an Existing Vendor (includes Adding New Address and Reactivating a Record)
Supplier Services will ask for W-9 forms from anyone that is being added to the KFS vendor database. Although they are only required for tax purposes when the payment is tax reportable, it is also used to verify that there are no duplicate records in KFS. For more information, visit the W-9 instruction page.
NOTE: Do NOT attach a W9 to the Vendor document or to any other document in the Kuali Financial System (KFS). The W9 contains sensitive financial information and the secure upload page ensures that the data is securely handled and transmitted.
If you have any questions about the vendor onboarding process, please contact Supplier Services.