Transcription
Enterprise Accounting System (EAS)EAS Vendor InquiryEAS Help Desk (202) 994-4948ithelp@gwu.edu
Agenda General Information Using ‘GW SC Supplier Inquiry’ Vendor Name Search Address Book Business Classification Invoice Management Wildcard SearchVersion 2(06/16/16)2
General InformationSUPPLIER REGISTRATION Information regarding the GW Supplier Registrationprocess is available on the Procurement & TravelServices webpage in the Doing Business With GWSection The GW online supplier registration portal putsVendors in control of their own information GW personnel should not enter supplier registrationinformation on behalf of the VendorVersion 2(06/16/16)3
General InformationSUPPLIER SEARCH To assist GW personnel in identifying Vendorsthat have registered with GW, a new EAS‘Responsibility’ is now available to all EAS userswith users with a ‘GW SC Departmental UserXXXXX’ responsibility The new responsibility is named ‘GW SC SupplierInquiry ‘will be automatically assigned to eligibleusers Other users can request access via the normalEAS access requests processVersion 2(06/16/16)4
General InformationVendor Types: GW SC Supplier Inquiry provides a Vendor searchcapability allowing the user to view information for all Vendors andRestricted Use (Conflict of Interest) suppliers.Information available: Supplier Name Supplier Number Payment Terms End Date (Suppliers with end dates cannot receive POs orPayments) Supplier Addresses (Active and Inactive) Workers Classification Form (WCF) Expiration Date (if applicable) W9 Received (if applicable) Other supplier informationVersion 2(06/16/16)5
General Information Suppliers Excluded: GW SC Supplier Inquirywill not return results for ‘Student’ or‘Employee’ suppliers Supplier records for Students and Employeesmay contain sensitive informationNote: Vendor Inquiry exclusion does not affect aStudent or Employee eligibility to be awardedPurchase Orders or received payments throughAccounts PayableVersion 2(06/16/16)6
Using GW SC Supplier InquiryLogin to the EAS WebsiteUSING GW SC SUPPLIER INQUIRY Use your GW email usernameand password EAS Webpage Login: NetIdVersion 2(06/16/16)7
Vendor Inquiry (Search)System Access Connect Login: EAS UserId Password: EAS PasswordVersion 2(06/16/16)8
Vendor Inquiry (Search)GW SC Supplier InquiryStep 1: From the MainMenu select ‘GW SCSupplier Inquiry’Version 2(06/16/16)9
Vendor Inquiry (Search)GW SC Supplier InquirySearch using one or more ofthe available parametersStep 2 Enter searchparameter(s) and press ‘Go’ The system performsbegins with search basedon the parameters Note: % sign is a wildcardthat can be used whenentering a partial Vendorname, Wildcard searchesare covered laterVersion 2(06/16/16)10
Vendor Inquiry (Search)GW SC Supplier InquirySample Partial NameSearch: Searching for ‘SYMONSSERVES, INC.’, entersymons then press ‘Go’.Results will list allCommercial Vendorswhose Supplier Namebegins with symonsVersion 2(06/16/16)11
Vendor Inquiry (Search)GW SC Supplier InquirySample Partial NameSearch: SYMONS SERVES, INC isthe only supplier whosename begins withSymons so fordemonstrationpurposes we will searchfor suppliers beginningwith sym 8 Suppliers begin withsym, Symons Services,Inc. is highlightedVersion 2(06/16/16)12
Vendor Inquiry (Search)GW SC Supplier InquirySearch Results: To view supplierinformation click thepages icon on the farright and the QuickUpdate view screenopensVersion 2(06/16/16)13
Vendor Inquiry (Search)GW SC Supplier InquirySearch Results: Quick Update view screen opensNote: Only view accessVersion 2(06/16/16)14
Vendor Inquiry (Search)Suppliers MenuSuppliers Menu - Key items: Organization: W8 Received, W9Received, WCF Expiration Date, etc. Address Book: Vendor Addresses,telephone numbers and emailaddresses Business Classification: Business Sizeand other import socioeconomicclassifications Invoice Management: Payment Terms(discount payment terms would belisted), Payment HoldsVersion 2(06/16/16)15
Vendor Inquiry (Search)Suppliers MenuSuppliers Menu - Key items: Organization Information (populated when applicable):W8 Received, DC Certificate Number , W9 Received, WCF Expiration Date, DUNS Number and otherbusiness size and structure informationVersion 2(06/16/16)16
Vendor Inquiry (Search)Suppliers MenuSuppliers Menu - Key items: Business Classification: Vendors who self-register will include BusinessClassification information such as Small Business, Woman Owned, Minority,etc. Legacy Vendors will need to add Business Classification to their vendorrecord.Version 2(06/16/16)17
Vendor Inquiry (Search)Suppliers MenuSuppliers Menu - Key items: Invoice Management: Invoice Payment Terms and Payment Hold informationare listed on this pageVersion 2(06/16/16)18
Vendor Inquiry (Search)Vendor Search Using WildcardsPartial Name with ‘wildcard’: The wildcard search is idealwhen you are uncertain of theexact supplier name or how thesupplier is listed in EAS The wildcard is the percent sign(‘%’)Recommendations: If the exact vendor name is notknow perform a partial-namesearch Remove all punctuation, replaceany punctuation with %punctuation may or may not beadded to the supplier name The search is not case sensitiveVersion 2(06/16/16)19
Vendor Inquiry (Search)Vendor Search Using WildcardsPartial Name with ‘wildcard’:Sample Search: Search for ‘THE MAYERSONFIRM PLLC’. Enter‘%Mayerson%’ and pressGo Notice the wildcard can beplaced both in front andbehind the partial nameVersion 2(06/16/16)20
Vendor Inquiry (Search)Vendor Search Using WildcardsPartial Name with ‘wildcard’:Results: When only one Vendor matches the search no list is shown, the Suppliersscreen with vendor information appears To view additional vendor information click the Suppliers menus previouslyreferencedVersion 2(06/16/16)21
EAS Vendor InquiryGW SC Supplier InquiryENDEAS Help Desk (202) 994-4948ithelp@gwu.eduVersion 2(06/16/16)22
Enterprise Accounting System (EAS) EAS Vendor Inquiry . EAS Help Desk (202) 994-4948 . ithelp@gwu.edu . Version 2 (06/16/16) 2 Agenda General Information Using ‘GW SC Supplier Inquiry’ Vendor Name Search Ad
