How to Create and Activate W9 VSS Attachment types

Description of Issue

How to create/activate a W9 attachment type for VSS.

Context

EERP
System Administration
General Administration
Attachment Types

Cause

VSS users need to attach required W9's during or after VSS registration.

Resolution

Go to System Admin>General Admin> Attachment Types
Search by selecting Vendors for the Context/application field to make sure W9 doesn't already exist
If exists set to Active and Required
If it doesn't exist select Add
Select Vendors for Context/application
Add type W9
Select Document Type APVendorW9 from field help
Add check mark in Use in Search for Federal ID, Vendor Name, Vendor Number
Use field help in MUNIS Field and select Federal ID, Vendor Name, Vendor Number
Select Active and Required
Select Accept to save

Additional Information

Additional attachments for vendors and VSS can be added using the same steps but selecting a different Doc Type and setting associated searchable fields