New native vendors start with their tax details marked incomplete. The vendor editor explicitly states that saving a vendor does not request a W-9. A successful contact save therefore should not be treated as completion of a separate supplier-document collection process.
Enter the supplier's verified contact details and save the record. Then review the actual status shown for that vendor. The contact's Business or Individual selection identifies the record's type; it does not by itself establish that supporting tax information has been collected or reviewed.
If a coworker needs to know whether supplier documentation is complete, report the displayed status and the evidence available to your team. Do not replace an incomplete status with assumptions based on the supplier's name or the fact that a bill exists.
Bill drafting and issuance have their own requirements. Follow the current bill's checks and your company's documented process for any missing supplier records. This article describes the product's saved-contact behavior and does not determine which forms your organization must obtain.
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