Currently, there are two payee types: "Vendor" or "Employees Students Alumni." This message is telling you which type of payee you can use with the Payment Reason you selected.
Currently, there are two payee types - "Vendor" or "Employees Students Alumni" - and the payee type must be valid with the Payment Reason you selected. For example, if you selected Payment Reason O - Honoraria and put an employee's last name in Person Last Name, the name would be returned in the search results, but there would be no "return value" option. This is because the individual is the payee type of "Employees Students Alumni," but this payment reason only allows payee type of "Vendor." So, if you don't see "return value," make sure that you are searching on Vendor Name when the payment type indicates that only payee type of Vendor is valid. Conversely, if the payment type indicates only the payee type of Employees Student Alumni is valid, then do your search using the Person Last Name.
If the payment is taxable, the individual must be set up as a vendor. Prizes, awards, and stipends require vendor setup, even if the individual is a Cornell student.
The Disbursement Voucher uses address information maintained in Workday and PeopleSoft as the address for reimbursements to faculty and staff members, alumni, and students. The home address is used for faculty, staff members and alumni. Any address information is updated by the employee through Workday.
The address used for students is the best address we have on file in PeopleSoft. Any address is updated by the student using Student Center, a self-service application.
If you get an error message stating that your document does not balance, you can determine where the error exists by viewing the debits and credits you entered in the e-doc. Take the following steps to review your entries:
No matter how you review your results, your debit and credit entries must balance.
An Internal Billing (IB) e-doc records the sales of goods or services between units. The billing of these costs would typically include some overhead costs. This document is restricted to internal object codes to allow the university to eliminate internal entries from our financial report.
A Distribution of Income or Expense (DI) e-doc is used when you are sharing costs.
It's an unfortunate coincidence. What we used to call a Payment Request is actually a Disbursement Voucher (DV). The DV is available in the Financial Processing e-docs section on the KFS Main Menu tab. In KFS, the payment request function is actually the invoice payment that follows a purchase order, and only staff in the central Accounts Payable office can access this.