Previous steps - Accessing Your Work List

Determining Action

Supplier Operations work items require different types of actions, such as:

• Completing Supplier Self-Registration

• Adding a new supplier
• • Regular supplierRegular supplier, state employee supplier, foreign supplier, petty cash supplier, business unit, etc.
    • Individual, Sole ProprietorSole Proprietor, Corporation, Partnership, Nonprofit, Trust, LLC, Association, Government Entity

      A sole proprietorship is a business entity with a SSN # or EIN and a single owner is entirely responsible for business decisions and liabilities.

     

• Updating supplier information
• • Addresses, names, payment terms, Tax ID number, contacts, EFT, etc.
• Obsoleting regular supplier record
• Adding and updating EFT for Medicaid Providers
• IRS Tax Levies

Review the Supplier Forms

Once the work item has been accessed from the Supplier Operations Tracker, all supplier forms must be reviewed in their entirety to determine the request type, scope, and whether all the required compliance specifications are met.

• The Supplier Operations work item(s) may require multiple actions.

• To determine if the form is complete, refer to the applicable topic within the "Understanding Supplier Forms" section.

• If the supplier form(s) is incomplete, refer to the "Updating the Supplier Operations Tracker" topic for instructions on how to reject the form.

Review the OAKS FIN Supplier Record

If the supplier forms are complete, refer to the search instructions in the Reviewing Supplier Information topic to determine if the supplier already has a Supplier ID in OAKS FIN and review the record (if exists).

• If the work items contains an IRS Notice of Levy, Form 668-A(ICS)IRS Notice of Levy, Form 668-A(ICS), proceed to the "IRS Tax Levies" topic.

  

   

• If the supplier record already exists, compare the data on the form to the supplier record.
• • If updates are needed, proceed to the "Updating Supplier Information" topic.

  • If updates are needed, but discrepancies exist between the OAKS FIN supplier record and the supplier forms, refer to the "Updating the Supplier Operations Tracker" topic for instructions on how to reject the form.

  • If no updates are needed, item is a duplicate. Refer to the "Updating the Supplier Operations Tracker" topic for instructions on how to reject the form using the Reject Reason, "Duplicate."

• If the supplier record does not exist, proceed to the "Adding a New Supplier" topic.