Steps:
End User MUST have an Address Book Role to request new Address Book records or changes to existing records.
Step 1Click the State of Nebraska link.
Step 2Click the Address Book link.
Step 3Click the Address Book Request/Change link.
Step 4Filters
Search for existing address book record to change.
Use as many Filters as necessary to narrow search for a specific Address Book Record.
o Address Number
o Long Address Number
o Alpha Name
o Search Type
o Tax ID
Step 5Click in the Tax ID field.
Step 6Enter the desired information into the Tax ID field.
Enter "742616805".
Step 7To populate grid based on Filter criteria, click the Find button.
Step 8Click the radio button for the Address Book record to be changed.
Step 9Click the Select button.
Step 10REQUESTOR INFORMATION
o Name
o Agency
o Phone
o Email Address - confirmation of address book record creation or update will be e-mailed to this address
Requestor Information is required. This information is used for communication between the Requestor and the individual updating/creating the Address Book Record. Information populates based on the Requestor's User ID and Address Book information.
This information can be overridden, if desired.
Step 11Comments
Communicate information specific about this request.
This can include information like:
o Request to change Search Type to **
o Associate an existing V - Vendor address book record to a request for a PP
o Indicate attachments to the submitted request
Note: Comments field can be updated on all tabs.
Step 12To update informaiton specific to the Address Book record, click the Address Information tab.
Step 13ADDRESS INFORMATION
Information specific to address book records must entered in appropriate format.
Real-time Address Book data populates from the ERP system.
Overwrite data as necessary.
NOTE: It is beneficial to communicate information regarding changes in the Comments field.
Step 14Address Verification
Verify proper Address Information through www.usps.com > Find a Zip Code.
Reference Training Guide - Address Verification - USPS.
To ensure accuracy of data and compliance with USPS standards, copy address information directly from USPS look-up into Address Book Request/Change fields.
Step 15ATTACHMENTS
Attachments can be included with requests for changes to existing Address Book records.
Attachments can be W-9s or Text Attachments.
Note: The documents attached to the Address Book Request/Change are to provide information concerning W-9's to the AS Accounting Address Book Team. These attachments are NOT automatically attached to new or existing Address Book records.
This eliminates the requirement to mail, fax, or e-mail W-9 documentation to AS Accounting Division.
Step 16W-9 Submissions can be submitted via:
o Attachments in Address Book Change/Request
o FAX to (402) 471-0887
o E-mail to as.stateaccounting@nebraska.gov; Subject Line: "W-9"
o Mail
Step 17Click the OK button.
Step 18Click the OK button.
Step 19Click the Close button.
Step 20