Supplier Name Change

Review Supplier Forms

• Verify the required documentation with information that matches the supplier record and the new name has been received.

Ensure that the proper and complete documentation for the requested change has been received:

• Change of Supplier Name Form

• Supplier Information Form (OBM-5657)

• Updated IRS Form W-9

Search for Supplier Record

• Refer to the search instructions in the Reviewing Supplier Information topic to determine if the supplier already has a Supplier ID in OAKS FIN. If supplier is not found, proceed to "Adding a New Supplier."
• If the supplier exists in OAKS FIN and the requested supplier name change is future-dated, click here.

Updating the Supplier Name

• myOhio.gov > MY WORKSPACE > Financials Globe > NavBar > Navigator > Suppliers > Supplier Information > Add/Update > Supplier

1. Enter identifying information on the Find an Existing Value tab to search for the supplier, TIN/SS#.
2. Click Search.

3. Select the correct supplier from the Search Results.
4. Click the Identifying Information tab.
5. Update the Supplier Short Name to the first 10 characters of the new name.
6. Update the name of the supplier in the Supplier Name field to the new name.
7. All supporting documentation must be attached to the supplier's record on the Identifying Information tab.
   • Acceptable form formats include JPEG, PDF and TIF.

7. Click herehere for instructions on attaching supporting documentation to the supplier record.
   1. Click the Attachments link.
      • The Supplier Attachment page displays.

      

    

   1. Click Add Attachment.
   2. Copy the Document URL from the Supplier Operations Tracker.
   3. Click Browse.
   4. Paste the Document URL into the File name.
   5. Click Open.
   6. Click Upload.
      • The Supplier Attachment page displays.

   7. Update Description with <descriptive name of the document> (e.g., "VIF W9 EFT").

      • Repeat steps 2-8 for each document to be uploaded.

   8. Click OK.

      • The Identifying Information tab displays.
8. Click on the Location tab:

• Click the Add a new row icon in the details section to add a row to the CHK location.
• • Effective Date displays today's date.

9. Click Save at the bottom of the screen.
• The Preview Supplier Audit page displays an audit of the changes made to the suppliers account.

10. Click OK.
11. Click the Summary tab.

Next steps - Updating the Supplier Operations Tracker