Presentation on theme: "New Supplier Set-Up Process Training Session. Contents Background & Introduction Before Set-Up What forms you need Where to find the forms How to complete."— Presentation transcript:
Contents Background & Introduction Before Set-Up What forms you need Where to find the forms How to complete the forms Where to send the forms What happens next?
Background & Introduction Agresso is the University’s Financial management system. There are currently over 6000 suppliers on Agresso. 70% of the Suppliers on Agresso have not gone through an approved procurement process; Framework Tender Process Three Quote Process Process currently underway to reduce non-approved and ‘one-off’ suppliers off Agresso.
Background & Introduction The Procurement Team receive on average 21 new supplier set up applications each month. Of these, 70% are submitted to Procurement incorrectly. Reasons include: Missing forms Incomplete forms Out of date forms Procurement process missing (3 quotes etc.) Supplier engaged before Procurement approval Forms submitted directly to Agresso without Procurement approval This results in wasted time, delays in supplier set ups and additional costs.
Before Setting up a Supplier….. Please confirm the following information: What is the proposed value of your procurement? Under £1,000 Is there a current supplier on the approved list that can undertake this service? Is this a one off purchase? – can you use your departments credit card to purchase this service or product? If not, you would need evidence of 1 written quote prior to set-up. £1,000-£20,000 Is there a current supplier on the approved list that can undertake this service? If not, you would need A. Evidence of 3 written quotes prior to set-up. B. Go via a Tender Process C. Go via an approved Framework Consortium £20,000 - £172,000 A. Go via a Tender Process B. Go via an approved Framework Consortium http://www.fxplus.ac.uk/work/procurement/how-order
What Forms do you need? 1. The Supplier Application Form This must be sent to the S upplier to be completed and signed.
What Forms do you need? 2. Supplier Banking Details on Headed Paper. The Supplier must send a copy of their banking details on headed company paper.
What Forms do you need? 3. Tax Assessment Form. The Supplier must Fully complete a tax assessment form if they are not a limited company or VAT registered.
What Forms do you need? 4. Internal Supplier Creation Request Form. The Originator of the request must complete this form.
Where to Find the Forms? All forms can be located via the New Supplier Request section of the Procurement web page. Please note there are separate Supplier Application & Tax Assessment Forms for Falmouth University and Falmouth Exeter Plus. http://www.fxplus.ac.uk/work/procurement/new-supplier-requests
How to Complete the Internal Supplier Creation Request Forms. Your Name Your Cost Centre Date Budget Holder Name Name of Supplier Name of Contact Full Supplier Address
How to Complete the Internal Supplier Creation Request Forms. Supplier Telephone Number Invoice E-mail Address Alternative E-mail Web-Site Address Drop Down menu- Select one Are you Likely to use this supplier again? If not in Drop Down, please enter a category What is the predicted spend for the product or services? Drop Down menu – Select One Tick to confirm documents are available If Different to our standard 30 day payment terms.
Where to Send the Forms? Once all forms have been completed: Supplier Application Form (Supplier Completion) Supplier Banking Details on Headed Paper (Supplier Completion) Supplier Tax Assessment Form (If Necessary) (Supplier Completion) Internal Supplier Creation Request Form (Originator to Complete) Then Please e-mail them to Procurement@fxplus.ac.uk with the heading ‘New Supplier Application’Procurement@fxplus.ac.uk
What Happens Next? Once all Forms have been received, they are checked and authorised by Procurement and forwarded onto the Finance team for final approval and Agresso Set-up. Once reviewed and approved by the finance team. The application is processed (normally within 24 hours) and a new supplier code is created. This information is then issued to Procurement and the originator of the New Supplier Application and a purchase order can then be raised.