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Supplier Records & W-9

Contact Supplier Records & Reporting
  • 734-615-2000 press 3, press 1
  • supplier.maintenance@umich.edu
  • M-F, 8:00AM-5:00PM

Remember

We process requests in the order they were received. If you have an urgent request, please contact the Finance Customer Care Center at 734-615-2000, press 3 press 1.

Find existing supplier records in M-Pathways Financials & Physical Resources System (M-Pathways FINPROD) by searching in the Review Suppliers screen. This screen allows many search options including, but not limited to, name, address, and taxpayer identification number or social security number.

Navigate to the Review Suppliers screen in M-Pathways using the Navigator function on the NavBar; go to Suppliers > Supplier Information > Add/Update > Review Suppliers.

The following steps demonstrate how to locate a Supplier ID using the Review Suppliers screen.

Remember

Use the “%” as a wildcard to expand your search. Putting a % between first and last name while searching will help you locate a supplier if you are unsure if their middle name is in the system.

Step 1: Enter in search criteria in one or more of the fields available.

For example, entering in the full or partial name in the Name Field.
Note: If applicable, increase the number of Max Rows prior to clicking Search.

Remember

We recommend entering the Tax Identification Number into the Withholding Tax ID field if you have it available.

Step 2: Click Search

Step 3: Locate the Supplier ID and/or view supplier information in the search results section.

Click View All to see all available records.

  • Supplier Status:
    • If Approved, the supplier can be used.
    • If Inactive, follow the instructions under Reactivate or Change A Supplier Record section.
  • Open for Ordering: If the box is checked, the supplier can be used for an ePro req.
  • Alt Payee Name: If this field is populated, the name only applies to that Address Seq number.

Step 4: View additional information

Under the Actions column > click the dropdown arrow > Maintain Supplier

Remember

Looking for a specific address for a supplier with many addresses?

Type part of the address in the address search fields. The column labeled “Address Seq Number” will tell you which address sequence number is tied to that address so you may use it on your voucher or ePro req.

Remember

Found multiple active records and not sure which one to pick?

Try using more search fields to narrow down your search, especially the taxpayer identification number. If you are still unable to determine which supplier ID to use, email or call us and we can assist you in locating the correct supplier record .

Step 1: Check for Existing Records

First use the “Review Supplier” screen in M-Pathways Financials & Physical Resources System (M-Pathways FINPROD) to determine if the supplier already exists in the database and identify the correct supplier ID if multiple records already exist.

  • In M-Pathways FINPROD , go to Main Menu > Suppliers > Supplier Information > Add/Update > Review Supplier.
  • You will need the Taxpayer Identification Number (TIN) to ensure that you are locating the correct supplier.
Remember
Paying a foreign individual for a service, royalty, or gift/prize/award does not require a Supplier ID. Please follow the PeoplePay Decision Tool. Once you find the appropriate PeoplePay form, follow the routing instructions at the bottom to pay a foreign individual.

Step 2: Required Documents

Two important pieces of information are critical to the process:

Checklist
  • A current Substitute W-9  for the supplier. Email us if you would like us to contact your supplier to secure a Substitute W-9.
  • A sample invoice from the supplier if the company is doing business under more than one name.
Caution

To protect our suppliers, please do not email W-9s or other documents that contain an individual’s social security number or other sensitive information.  Email transmission, including email attachment, is not a secure method of sending this information.  Here are the acceptable methods to send W-9s or other documents containing sensitive information:

  • Attach the document to the online Request a Supplier ID form in M-Pathways
  • Attach the documents to your existing case in Case Connect
  • Fax the documents to our secure line at 734-615-5704 (please reference your existing case number)

The Substitute W-9 Form is a critical document needed when adding a new supplier. These documents will ensure that the supplier record is being created and updated accurately so all of your transactions can be processed as seamlessly as possible.

Why do I need to send a Substitute W-9? Before a payment is made to your supplier, current and accurate tax information is needed. Providing this information up front will ensure the record is set up correctly and help expedite payment processing. Email us if you would like us to contact your supplier to secure a Substitute W-9.

Step 3: Creating the Record

The quickest and most secure way to add a supplier record is directly within the “Request Supplier” screen of  M-Pathways FINPROD, using the path: Main Menu > Suppliers > Supplier Information > Add/Update > Request Supplier

To reactivate or change a supplier record, please fill out the Supplier Modification or Reactivation Eform.  You will need the following information:

Checklist
  • M-Pathways Supplier ID number
  • Supplier name
  • What we will be paying the supplier for

For domestic suppliers we will also need the following information:

  • Taxpayer Identification Number (TIN)
    • For company records: Full Employer Identification Number (EIN)
    • For individual records:  The last four digits only of the social security number (SSN) – DO NOT INCLUDE THE FULL SSN

For foreign individual suppliers you will also need Country of Citizenship.

Caution

To protect our suppliers, please do not email W-9s or other documents that contain an individual’s social security number or other sensitive information.  Email transmission, including email attachment, is not a secure method of sending this information.  Here are the acceptable methods to send W-9s or other documents containing sensitive information:

  • Attach the documents to the eform when submitting your request to reactivate or change a supplier record
  • Attach the documents to the your existing case in Case Connect
  • Fax the documents to our secure line at 734-615-5704 (please include your request or reference your existing case number)
Remember

If you have a foreign supplier please go to Pay a Foreign Supplier.

The Substitute W-9 Form is a critical document needed when adding a new supplier. These documents will ensure that the supplier record is being created and updated accurately so all of your transactions can be processed as seamlessly as possible.

Why do I need to send a Substitute W-9?

Before a payment is made to your supplier, current and accurate tax information is needed. Providing this information up front will ensure the record is set up correctly and help expedite payment processing. Email us if you would like us to contact your supplier to secure a Substitute W-9.

Caution

DO NOT EMAIL Substitute W-9s containing a Social Security Numbers. Please fax a Substitute W-9 that includes a Social Security Number to our secure fax line at 734-615-5704. This ensures we are protecting the people who trust us with their personal information.

Substitute W-9 (PDF)

Want help using M-Pathways for supplier records? View the Supplier Maintenance Resources located in MyLinc. Navigation: Click Procurement Resources > Click the green Start button on the right > click Supplier Maintenance Resources > Request a Supplier ID

Caution

If you don’t have access to M-Pathways you can send us a Supplier Request Form and Substitute W-9  by fax to 734-615-5704, or email us. To protect our suppliers, if the Supplier Request Form and/or Substitute W-9 contain a Social Security Number, please send by fax as email transmission is not secure.