Improved Supplier Request process in Workday

October 27, 2021

A new control point has been added to the Create Supplier process in Workday. Whenever a W9, W8BEN, or W88ENE is required, an error message will be displayed indicating that the necessary documents must be attached in order to submit the request.

An warning message will be displayed for other submissions, with a prompt to attach the W-9 form if the purpose of the supplier request is not for reimbursement.

Please note, all attached documents must be signed.

For questions, contact shared.services@yale.edu.