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Customers v. Suppliers in Workday

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Customers and suppliers are not to be used interchangeably. They represent different types of parties in Workday and have two distinct setup processes associated with them.

A customer is an entity that the university bills to receive payment for services rendered by Yale. This is accomplished through the Workday Accounts Receivable system, and for non-sponsored accounts receivable at the School of Medicine, this is a centralized function managed byysm.invoicing@yale.edu. Sponsored award invoices should be processed through the Office of Sponsored Projects.

A vendor or supplier is an entity or business that sells products or services. Yale then pays through Accounts Payable via the Finance Support Center (FSC). This is a university-wide centralized function.

There is a separate process for customer setup and vendor/supplier setup in Workday. The setup for vendors/suppliers and customers are processed by two different departments. Please use the Yale University Customer Registration Form for customer setup.

To locate a customer in Workday, use the Find Customers – Yale report. To locate a supplier/vendor in Workday, use the Find Suppliers – Yale report.

Contact:

Ysmcontroller@yale.edu

Training:

Review the Training Opportunities Calendar on the YSM Finance & Administration site.

Month-End Close:

Consult the FY23 Month- End Closing Calendar for MFT, journal entry, and PAA/AA submission and approval deadlines.

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