ADF - Business Partner RequestSTEP 1: Go to Communication Management > Business Partner Request.
Note: Search to see if the Business Partner (BP) all ready exists in CMiC by using the "Find" box.
STEP 2: From the Business Partner Maintenance screen, click Add New in the upper-right-hand-corner of the screen.
NOTE: click the caps lock, the entire business partner should be entered in all caps
STEP 3: Complete the Business Partner Maintenance screen:
b. Also Known As (Optional)
c. Company Address
d. Contact Information
e. Company Information:
Legal Entity Type: CORP, EMP, SOLE, etc.
Registration Code: TAX ID OR SSN (for Sole).
Class: Consultant, Employee, Subcontractor, Vendor (Skip this step for Customer BP).
f. Click SAVE.
g. Click User Extensions.
NOTE: Check the SSN box only if the Business Partner is Sole Proprietor and the SSN was used as Tax ID.
If you are entering a Customer BP, you are done. Adding a W9 as an Attachment is not required for Customers.
User Extensions Steps:STEP 4: Complete the BP Update Request screen:a. Click Insert.b. Select Business Partner Type from LOV.c. Click SAVE.d. Click Attachments.
STEP 5: Browse for where you stored the Subcontractor's W9.
STEP 6: Click Upload.
STEP 7: Click EXIT.
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