Preconditions:
- Service Code exists that allows Vendor Payments
- Client has an active funding account and authorization for the above service code
- FI Employee is given Vendor Admin Permission
- New Vendor Request Message Template is active
- Optional: Client has Vendor Payments enabled on Client Profile (this allows the Client ability to submit New Vendor Requests and New Vendor Payment Entries in addition to the Employer)
Process:
- Employer or Client submits New Vendor Request
- Vendor Admin Permission receives notification
- Vendor Admin Permission creates new vendor profile
- Vendor Admin Permission replies to DCI message to notify Employer that Vendor Profile has been created
- Employer or Client creates new vendor payment entry
- System checks if a Vendor Service Account exists for vendor/client/service code combo
- If one does not exist, the system will create one
- System creates parent vendor payment entry in canceled status and child vendor payment entries for each date of service in pending status
- Vendor Admin Permission reviews (approve/reject) pending vendor payment entries
- Payroll Processor processes approved vendor payment entries in payroll batch
- Billing Processor process approved vendor payment entries in billing batch
Notes:
- Vendor Service Accounts can also be created by super users or users with Vendor Admin Permission
- Vendor Profiles, Vendor Service Accounts, and Vendor Payment Entries can be imported by super users or users with Import Admin Permission
- Vendor Payment Entries can be also be created by super users or users with Vendor Admin Permission
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