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This document outlines the steps to add a Vendor Profile to an existing Organization.

Quick Steps

  1. Navigate to the Organization dashboard and click List
    1. Using the search criteria on the next screen, enter the Organization Code or Name you'd like to set up as a vendor
    2. Click List to view the resulting Organizations
    3. Locate the organization you'd like to set up as a vendor and click the edit pencil
      1. ***Note: the default remit to address on the Organization Profile is the address that prints on checks generated in Unanet.  Ensure this is entered as desired for the check printing.
  2. Navigate to the Vendor Profiles setup area on the left menu

  3. Click + Vendor Profile to add this organization as a vendor

    1. Verify that the Active checkbox is checked
    2. Select the legal entity for which this organization is a vendor (select the "All Legal Entities" option if the organization should be a vendor for all legal entities).
    3. Select the appropriate payment terms
    4. Enter a vendor account number if desired
      1. This field can be referenced in exports from Unanet to downstream systems
    5. Enter a Payee Name, if different than the organization
      1. The payee on system checks will default to the organization name unless there is data in the Payee Name(s) section
    6. If the vendor requires each invoice to be paid on a separate check, check the Require a separate payment for each invoice checkbox
    7. The Other tab contains up to 10 user defined fields that can be customized to meet your business requirements


  • This functionality is available to users with the following Financials roles on their person profile: AP Admin
  • If the organization you want to set up as a vendor doesn't exist; you will need to create the organization before you can create a vendor profile for it.

Additional Information

Help Docs - Organization List (for creating Vendor Profile)


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