How To Use Vendor Search in WISDM for SFS AP Transactions
(Does not apply to legacy AP transactions.)
1. On the WISDM Main Menu, click "Vendor" under AP/PO Searches
2. For search criteria, enter the Vendor Number (Vndr ID), vendor's name or short vendor name, then click "Submit". Here we used "Miner" and "starts with".
Tips for searching by vendor name:
For Individuals and Employees:
Switch the dropdown to “starts with”
Format: LAST,<no space>FIRST MI
For good results, you should enter the last name plus a few letters of the first name. Middle initials are not entered if they are not available.
For companies and organizations:
Switch the dropdown to “contains”
Enter in one or two of the key words of the company name
NOTE: You can also use the % character as a wildcard to stand for multiple characters, which can be helpful when searching for companies.
3. After clicking "Submit" you will see a selection of vendors that meet your criteria for that search.
4. If a vendor number is found for your payee, you may provide the vendor number on the TER, PIR, or Direct Payment Form instead of the Social Security Number by typing the number in the provided vendor number box.
If no number is found, you must continue to provide SSN/ITIN until a vendor number is created for your payee. On TERs: For account codes 2101 and 2146 a full SSN and home address are required for tax reporting purposes. For all other account codes only the last 4-digits of the SSN are required.