This page describes how to submit a Supplier Edit Request Form in BUY.IU to upgrade a supplier. Inviting a non-employee traveler to submit their tax information is the most common reason to upgrade a supplier record.
Complete the following steps or collect the following information before you start:
- Confirm the supplier’s Registration Type is “Profile 3-No Tax ID.” If the supplier record is any other Registration Type this process does not apply.
- Supplier Name.
- BUY.IU Supplier ID (“p” number) or Jaggaer Indirect Supplier ID (JID).
- The supplier’s email address. Review the Tips for Supplier Onboarding article to learn what type of email address to collect.
Review the Search for a Supplier page for help locating this information.
After logging into BUY.IU, select the Supplier Dashboard from the dashboard list at the top of the Shopping module.
On the Supplier Dashboard, locate the Supplier Edit Form widget. Select the Supplier Edit Request tile/link to begin a new request.
Review the Instructions page. Click Next to continue.
In the Details section, enter the supplier’s name in the Form Name field. Do not add any additional information, such as the reason for your request, in this field. Click Next.
Complete the Requestor Information section of the form, then scroll down to the Supplier Information section.
In the Supplier Information section, enter details about the supplier and the edit(s) needed. Click the question mark icon next to a field for help completing it.
- Supplier Name: The name of the supplier. This should match what you entered in the Form Name field.
- BUY.IU Supplier Number or Jaggaer Indirect ID (JID).
- Supplier Edit Request Reason: Check the box for Upgrade Supplier Profile.
Complete the fields that appear:
- What type of profile should the supplier be upgraded to? Select one of the following:
- Domestic (US) Company (Profile 1)
- Foreign (Non-US) Company (Profile 2)
- Individual Person (Foreign or Domestic)
- Supplier Email Address: Enter the supplier’s email address.
- Supplier will have to complete their registration and SDM will need to review/approve before the supplier can be used: Check the “Yes” box.
- Additional Comments for SDM: Describe why the supplier profile needs to be upgraded, along with any additional information which may be useful to SDM.
In this example, we selected Individual Person (Foreign or Domestic) as the supplier profile type since Thomas Jefferson is being paid as an individual. In the Additional comments field, we described how Mr. Jefferson was originally invited as a non-employee guest.
Review your work, then check the box next to each statement in the Certification section. Click Next.
On the Review and Submit page, a green check mark indicates that the required fields have been completed. Click Submit.
The form Status will change to Under Review after you submit the form. The form has routed to Supplier Data Management (SDM) for review. Use the department supplier email template to notify suppliers that they will be contacted by the SDM team and offered support to complete the registration process.
Submitting this form does not automatically upgrade the supplier record. SDM reviews the form, takes the action requested, or may contact you for additional information.
You will receive an email notification from BUY.IU when SDM reviews the form. Their actions are logged as a comment in the History section of the Supplier Edit Request Form.
In the email, select Click here to view the request in your organization’s site button to review comments left by SDM. If the form was accepted and the action carried out per your request, there will likely be no additional comment.
Visit the Locate and Review Edit Request Forms page to learn how to view SDM’s comments or contact them with questions.
The supplier record is ready to use when its Registration Status is “Approved”, and the record is active. Active supplier records have a green checkmark.