Supplier Registration Status

This guide will cover: 

Information  

This report is designed to help campus users (Business Managers, Accountants, Procurement Support) determine if a supplier they are working with has registered with the university and track their application until it is approved, and they are able to initiate a procurement action. Until a supplier is in the “Approved” Status, no contracts/work can be initiated in WyoCloud (the supplier will not show up in the system).

Suppliers should utilize the Supplier Lookup tool to see if they are already registered prior to starting the registration process.  

 

Step One 

Navigating to the Reporting Table of Contents

  • Navigate to WyoCloud and click on the Reporting Table of Contents tile.

  • Under, Procurement and Payment Services, select the Supplier Registration Status link. 

 

Step Two 

Setting Your Search Parameters  

  • Select a date range that narrows down when the supplier would have registered. If the registration date is not know, it is recommended to pull a large data range.

  • For Company, Supplier Name and D-U-N-S Number, you can (1) click on the drop-down to either (2) scroll through available fields or (3) open a search menu:  

  • The Search menu allows users to search on keywords, and defaults to the “contains” parameter. Select a result and use the > button to bring it over to the “Selected” column to use as a filter.

  • Click OK.  

 

Parameter

Description

Search Tips

Request Date Between

Date range that a new supplier submitted their request to procurement

Select at least a month; this report should pull quickly.

Company

Any part of the company name to search on.

Less is better. This report searches for the exact text used, so “3M” would not show results if the actual company name is “3 M”.

Supplier Name

Name of Supplier or contact.

Not all suppliers have a Supplier Name.

D-U-N-S Number

Dun & Bradstreet Number

If known, helps distinguish between companies with similar/same name. Not all suppliers will have this.

 

Step Three

Parameters Defined

Report Field

Description

Request Date

Date the supplier submitted their request

Supplier Number

Number given to the selected supplier

D-U-N-S Number

Number that helps to distinguish between companies with similar names.

Supplier Name

Name of the selected supplier

Company

Name of the selected company

Requested by First Name

First name of who the supplier was selected by

Requested by Last Name

Last name of who the supplier was selected by

Requested by Email

Email of who the supplier was selected by

Tax Organization Type

The type of tax organization of the supplier

Approval Action Date

Date of the supplier approval

Note to Approver

A note to an approver is a brief message providing key details and requesting review and approval of a document or request. Any notes to the approver will be here

Reject Comment

Any notes related to the rejection of a supplier

Approval Status

The status of the supplier registration

Reject Reason

If rejected, this is where the reason why will be

Justification

A message explaining why a request or document is not approved.

Business Relationship

What type of business relationship the company has with the University such as prospective or spend authorized.

 

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