Internal Vendor Onboarding Request

Internal Vendor Onboarding Request
ALL VENDORS MUST BE ONBOARDED BY VENDOR COMPLIANCE PRIOR TO USE
except in rare cases of emergency
when approved by VP for one-time use
Vendors that are not in Acumatica are
non-compliant and cannot be used
Vendors in Acumatica with XXX
in their Company Name
cannot be used without VP approval

contact Vendor Compliance if you would like to use an XXX Vendor
Do not send documentation to Vendors,
commit to payment terms,
or discuss specific Vendor requirements
Is your request URGENT or does it have a specific timeline?*

YesNo
Choose the approximate date the vendor is needed.

MonthDayYear
Note: The onboarding process timeline is dependent upon the Vendor responding to requests for information and documentation.
Does the Vendor provide services, rent equipment, or provide material/consumables TO Watterson (not for a Client)?*

YesNo
Does Watterson also provide services TO the Vendor (meaning they are a Client of Watterson)?*

YesNo
Company Name (DBA)*
Company Name (Legal)
If known
Company Phone #*
Address - If Known (add just City & State if you do not have a full address)

Street Address

Street Address Line 2

CityState

Zip Code
Vendor Contact*

First NameLast Name
Vendor Contact's Title
If known
Vendor Contact's Direct Phone #
If known
Email*
example@example.com
Have you worked with this Vendor in the past?*

YesNo
Was this Vendor referred to you by a Client or another Vendor?*

YesNo
What is the name of the Client or Vendor?
Should be Empty: