When submitting a Non-Tax Levy (NTL) payment request in CUNYBuy, you may encounter situations where the vendor providing the services is not yet in the system. In such cases, follow these steps to ensure the new vendor is properly onboarded and added to the payment request.
- When filling out the NTL payment request form in CUNYBuy, select “No Supplier” in the Supplier Information section.
- In the comments section of the payment request, provide the following details about the new vendor:
- Vendor/Supplier Name
- Email Address
- Employer Identification Number (EIN)
- Submit the NTL payment request as usual. The business office, which has the vendor add role, will use the information you provided to request the addition of the new vendor to CUNYBuy.
- Once the request is made, the Vendor Management Unit (VMU) will initiate a process with the vendor to onboard them into CUNYBuy. This process involves sending the vendor a link to fill out a W-9 form and provide additional necessary information.
- After the vendor completes the onboarding process, the VMU will finalize its addition to CUNYBuy.
- The business office will then edit the NTL payment request and update it with the newly onboarded vendor to complete the payment process.
It is important to note that end users should not ask vendors directly to complete a W-9 form, as this is handled by the VMU during the onboarding process. Additionally, end users do not have the ability to add vendors to CUNYBuy themselves.
By following these steps and providing the necessary information in the NTL payment request, you can ensure that new vendors are properly onboarded and added to your payment requests in CUNYBuy, streamlining the process for all parties involved.