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Interest and Ownership for Statewide Vendors

This feature allows agency users to select vendors of interest for payments. It simplifies cross-referencing vendors and reduces data sharing. Agencies can designate interest on vendor records independently. Ownership feature applies to client records, providing agency authorization for record changes. SWV Payee Unit manages client ownership. For inquiries, contact Solutions Center.

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Interest and Ownership for Statewide Vendors

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  1. Interest and Ownership for Statewide Vendors watech.wa.gov August 2015

  2. Interest Feature • Allows agency authorized users to select vendors/payees that are of interest to them. • An “interest vendor/payee” is one that is utilized by an agency internal system that generates transactions for AFRS to process payments. Designating Interest on a SWV Number watech.wa.gov August 2015

  3. Interest Feature • Provides a cross-walk to vendors/payees back to the agency internal system • Reduces the need to provide download of the SWV table to agencies. • Agencies can run reports in ER WebI and query for vendor/payees that they have added interest to. Designating Interest on a SWV Number watech.wa.gov August 2015

  4. Interest Feature • Feature is optional • Interest applies to all SWV records. • Interest is added manually by each agency. Designating Interest on a SWV Number watech.wa.gov August 2015

  5. Process for marking SWV with Interest Interest Feature watech.wa.gov August 2015

  6. Process for marking SWV with Interest Interest Feature watech.wa.gov August 2015

  7. Process for marking SWV with Interest Interest Feature watech.wa.gov August 2015

  8. Ownership Feature • This feature applies to agencies with vendors/payees that are classified as clients. (e.g. ESD, DSHS, SAC) • State Administrative and Accounting Manual (SAAM), Section 16.10.20.a defines clients as individuals, external to state government, who have social, physical, medical, economic, or educations needs. State agencies have statutory responsibility to serve different type of needs for individuals, thus often serve different clients. Designating Ownership on a SWV Number watech.wa.gov August 2015

  9. Ownership Feature • Applies to Client type records (Vendor types: N, Y and Z). • Every Client record should have an agency owner. • Only an agency owner can authorize SWV Payee Unit to make changes to the client record(s). • Any agency can use any vendor/payee record (including clients) to make payments. Designating Ownership on a SWV Number watech.wa.gov August 2015

  10. Ownership Feature • Only SWV Payee Unit can add ownership to and manage a client record. • SWV Payee Unit have written procedures for agencies with clients. Designating Ownership on a SWV Number watech.wa.gov August 2015

  11. Ownership Feature Interest/Ownership in Enterprise Reporting WebI watech.wa.gov August 2015

  12. Ownership Feature Interest/Ownership in Enterprise Reporting WebI watech.wa.gov August 2015

  13. Ownership Feature Interest/Ownership in Enterprise Reporting WebI watech.wa.gov August 2015

  14. Questions/Comments? Solutions Center Phone: 360-407-9100 Email: solutionscenter@watech.wa.gov watech.wa.gov August 2015

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