The Create New Vendor Dialog in Corpay Complete

The Create New Vendor dialog includes the following pages:

• Vendor Details
• Additional Details
• Add Vendor Contact
• Add Payment Method
• Documents Requested

  • Document Requirement/Upload Document Dialog

    • Upload Tab
    • Template Tab
    • Forms Tab
• Final Review

NOTE: The visibility of fields in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, the fields in the following images may be different from the fields in your Create New Vendor dialog. Follow your company’s policies when entering information on the Create New Vendor dialog.

Vendor Details Page

The following table describes the fields on the Vendor Details page.

Field	Description
Vendor Name	The Vendor Name field contains the vendor’s name. NOTE: This field is required when creating a new vendor.
Legal Name	The Legal Name field contains an optional legal name for the vendor.
Vendor ID	The Vendor ID field contains the vendor’s identification number. This field populates automatically but can be overwritten with any number. NOTE: This field is required when creating a new vendor.
Master ID	The Master ID field contains the vendor’s master identification number in the Corpay Complete vendor database.
Vendor Type	The Vendor Type drop-down contains the vendor type: Company Employee Internal
Status	The Status field contains the vendor status. This field defaults to New but may be changed by users with an Admin role.
Phone	The Phone field contains the vendor’s telephone number.
Email	The Email field contains the vendor’s email address.
Website	The Website field contains the vendor’s website, if any.
Address Type	The Address Type drop-down contains the vendor address type: Billing Shipping Mailing
Attention	The Attention field contains an optional attention line for the vendor address.
Address Label	The Address Label contains an optional label for the vendor address.
Address 1	The Address 1 field contains the vendor address street or post office box number.
Country	The Country field contains the vendor address country.
State	The State field contains the vendor address state or province.
City	The City field contains the vendor address city.
Zip Code	The Zip Code field contains the vendor address zip or postal code.
Cancel	Select the Cancel button to close the Create New Vendor dialog. NOTE: Selecting Cancel will cause you to lose all entered data.
Next	Select the Next button to move to the Additional Details page. NOTE: You must complete all required fields before the Next button is enabled.

Additional Details Page

The following table describes the fields on the Additional Details page.

Field	Description
Purchaser Account	The Purchaser Account field contains the vendor’s purchaser account.
External ID	The External ID field contains the internal identification number from your company’s ERP system.
Primary Subsidiary	The Primary Subsidiary drop-down contains the primary subsidiary for the vendor. NOTE: This field is required when creating a new vendor.
Additional Subsidiary	The Additional Subsidiary drop-down contains a secondary subsidiary for the vendor.
Requestor/Account Manager	The Requestor/Account Manager drop-down contains the vendor’s requestor or account manager name.
Receiver	The Receiver drop-down contains the name of the vendor’s receiver.
Currency Code	The Currency Code drop-down contains the currency code(s) accepted by the vendor.
Default Currency Code	The Default Currency Code drop-down contains the vendor’s default currency code. This drop-down changes based on the value(s) selected from the Currency Code drop-down.
Contract End Date	The Contract End Date field contains an optional contract end date for the vendor.
Payment Term	The Payment Term drop-down contains the vendor’s payment term.
EIN/Tax ID/VAT ID	The EIN/Tax ID/VAT ID field contains the vendor’s EIN, tax identification number, or value-added tax identification number (VAT ID).
Back	Select the Back button to return to the Vendor Details page.
Cancel	Select the Cancel button to close the Create New Vendor dialog. NOTE: Selecting Cancel will cause you to lose all entered data.
Next	Select the Next button to move to the Add Vendor Contact page. NOTE: You must complete all required fields before the Next button is enabled.

Add Vendor Contact Page

The following table describes the fields on the Add Vendor Contact page.

Field	Description
First Name	The First Name field contains the vendor’s first name.
Last Name	The Last Name field contains the vendor’s last name.
Phone	The Phone field contains the vendor’s telephone number.
Email	The Email field contains the vendor’s email address.
Back	Select the Back button to return to the Additional Details page.
Cancel	Select the Cancel button to close the Create New Vendor dialog. NOTE: Selecting the Cancel button will cause you to lose all entered data.
Next	Select the Next button to move to the Add Payment Method page. NOTE: You must complete all required fields before the Next button is enabled.

Add Payment Method

The following table describes the fields on the Add Payment Method page.

Field	Description
Payment Type	The Payment Type field indicates the payment type that will be used to pay the vendor.
Status	The Status field contains the status of the payment type. Active means the payment type can be chosen when paying vendor invoices while Inactive means the payment type cannot be selected .
Account Type	The Account Type drop-down contains the account type.
Account Holder Name	The Account Holder Name contains the account holder’s name.
Account Nick Name	The Account Nick Name field contains a nickname for the payment method.
Delivery Method	The Delivery Method drop-down contains the delivery method for the payment.
Account Number	The Account Number field contains the account number or card number.
Confirm Account Number	The Confirm Account Number field contains the account number or card number again for confirmation.
Bank Address Line	The Bank Address Line field contains the payment method mailing address.
State	The State field contains the payment method state or province.
City	The City field contains the payment method state or province.
Zip Code/Postal Code	The Zip Code/Postal Code contains the payment method zip or postal code.
Back	Select the Back button to return to the Add Vendor Contact page.
Cancel	Select the Cancel button to close the Create New Vendor dialog. NOTE: Selecting the Cancel button will cause you to lose all entered data.
Skip	Select the Skip button to add payment data later.
Next	Select the Next button to move to the Documents Requested page. NOTE: You must complete all required fields before the Next button is enabled.

Documents Requested

The following table contains the fields and actions on the Documents Requested page.

Field	Description
Requested Documents	The Requested Documents pane contains document icons that may be required by your company. Select a document icon in the Requested Documents pane to open the Document Requirement dialog.
Uploaded Documents	The Uploaded Documents pane contains documents that were uploaded via the Upload Documents dialog.
Other Documents	The Other Documents pane contains additional documents that may be required by your company. Select a document icon in the Requested Documents pane to open the Upload Document dialog.
Back	Select the Back button to return to the Add Payment Method page.
Cancel	Select the Cancel button to close the Create New Vendor dialog. NOTE: Selecting Cancel will cause you to lose all entered data.
Next	Select the Next button to move to the Final Review page. NOTE: You must complete all required fields before the Next button is enabled.

Document Requirement/Upload Document Dialog

To access the Document Requirement or Upload Document dialogs, select a document icon from the Requested Documents or Other Documents pane.

Upload Tab

On the Upload tab, use the drag and drop feature or click the Browse button to upload documents to Corpay Complete.

Template Tab

On the Template tab, select a template to download, complete the necessary details, and upload the completed document to the Uploads tab.

Forms Tab

On the Forms tab, select a file, complete the necessary information, and click the Submit button.

Final Review

The following table describes the fields and actions on the Final Review page.

Field	Description
Vendor Details	Review the information in the Vendor Details pane. If changes are needed, select the Edit button, and then click the Next button to return to the Final Review page.
Additional Details	Review the information in the Additional Details pane. If changes are needed, select the Edit button, and then click the Next button to return to the Final Review page.
Add Vendor Contact	Review the information in the Add Vendor Contact pane. If changes are needed, select the Edit button, and then click the Next button to return to the Final Review page.
Add Payment Method	Review the information in the Add Payment Method pane. If changes are needed, select the Edit button, and then click the Next button to return to the Final Review page.
Documents Requested	Review the information in the Documents Requested pane. If changes are needed, select the Edit button, and then click the Next button to return to the Final Review page.
Notes	Enter vendor notes or additional information in the Notes field.
1099 Eligible?	Select the 1099 Eligible? checkbox if the vendor is eligible for a 1099.
Paid Outside?	Select the Paid Outside? checkbox if the vendor will be paid externally from Corpay Complete.
Has W-9?	Select the Has W-9? checkbox if the vendor has a W-9 tax form.
Override EIN Check?	If the Override EIN Check? checkbox is selected, the system will not check if another vendor in the Corpay Complete database has the same EIN or tax ID after clicking the Submit button. When this checkbox is selected and a vendor with the same EIN or tax ID is located, the new vendor will be saved with the duplicate EIN.
PO Not Required	Select the PO Not Required checkbox if purchase orders are not required for this vendor.
Contact Address on PO	Select the Contact Address on PO checkbox if the vendor’s contact address should be listed on purchase orders.
Do not push to ERP	Select the Do not push to ERP checkbox if this vendor should not be pushed to your enterprise resource planning (ERP) system.
Portal Disabled	Select the Portal Disabled checkbox to disable Vendor Portal access for this vendor.
Force Sync with ERP	Select the Force Sync with ERP checkbox to force a synchronization to your ERP.
Cancel	Select the Cancel button to close the Create New Vendor dialog. NOTE: Selecting Cancel will cause you to lose all entered data.
Submit	Select Submit to save the vendor to Corpay Complete.