Supplier Set Up and Supplier Change Requests

For payments to be made on goods/services, or to reimburse an individual, a supplier must be set up in Workday. Different types of suppliers include businesses, organizations and individuals. Guest speakers that you reimburse or Yale students are set up as individuals. The most efficient way to setup Yale University students as a supplier is to use PandA.

Supplier Set-Ups are initiated via Supplier Gateway. Supplier information is updated by Suppliers or Proxy Users (Departments responsible for supplier changes).

• Start with the preferred Suppliers found in the Buying Guide to fulfill procurement needs. Suppliers found in the guide are already set-up and have had pricing negotiated
• The Supplier must be active in Supplier Gateway before payment can be issued. This is determined by viewing the supplier status in Supplier Gateway to assure it’s active.
  • If the Supplier is inactive, a Supplier Invite must be initiated via Supplier Gateway.
• Supplier changes and updates must take place within Supplier Gateway.
• Use the Disbursement Type Selection Chart as a guide to choosing an appropriate disbursement type for the supplier.

• 3401 PR.01 Supplier Setup and Change
• 3201.3 Competition and Supplier Selection
• 3401 PR.03 Disbursing Funds for Prizes, Awards, Stipends, and Fellowships

• Buying Guide
• Payments to Non-US Individuals and Entities
• Payment Planning Tool for Paying Individuals
• Payment Planning Tool for Paying Entities
• Paying a non-employee individual or an entity
• Accounting Manual
• Supplier Gateway - Email Template for Business Units
• Supplier Gateway - Reference Guide for Suppliers
• Supplier Gateway - Reference Guide for Business Units
• Supplier Gateway – Editing Your Bookmark for Business Units
• Supplier Gateway – FAQ for Business Units
• Supplier Gateway Supplier Status Glossary
• Support Guide for Supplies Registering in the Supplier Gateway
• Supplier Gateway – Supplier Registration Guide