Should you use an OTA vendor account, or should you request Procurement Services create a new vendor account in AMS? If you are unsure, you are not alone. The choice can be a daunting one and you may be unsure of which will suit your needs.
Using the checklist below can make this a very simple task.
The OTA vendor account should be used only when ALL OF THE FOLLOWING CONDITIONS EXIST:
|A vendor account does not exist|
|The transaction size does not exceed $9,999.99, pre-tax|
|You do not anticipate using the vendor more than once in a fiscal year|
In addition to the conditions above, using an OTA vendor account is NOT RECOMMENDED if:
If you are creating a purchase requisition or purchase order, you MUST use a permanent vendor number.