Benefit Bank How-To Guides

 

To access the Generic Supplier choices, enter three asterisks *** into the Supplier search field. You will be presented with the following choices.

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Generic Supplier NameDescription
*** New Supplier Request

If your Supplier is not currently setup in Benefit Bank, select the option: *** New Supplier Request” option. Add the Supplier’s legal name at the top of the Benefit Description field.
 

A Help Desk ticket will be automatically generated to initiate the addition of the new supplier. The Benefit submitter may proceed with entering the Benefit and save it in draft status while the supplier is being added. The Help Desk will complete the supplier setup within one business day.

**** InternalSelect when the Benefit(s) received come from an internal department.
**** EfficiencySelect when a new or enhanced technology and/or process(es) results in increased productivity. The Benefit resulted from increased productivity has to be quantifiable and justifiable.
**** TaxSelect when the Benefit received comes from tax exemption filed by Procurement.
**** Revenue

Select when income is received based on external sales, e.g. goods, services, or brand licensing.

The buying party (external) information should be entered in the Benefits Description section.

 

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