RFP Confirmation

The RFP Confirmation page is a non-editable page which appears after an RFP has been sent on. You will see a box at the top with a check mark confirming the action you just took (e.g., RFP has been successfully routed to your approver or to Accounts Payable).

Confirmation
You will see a box at the top with a check mark telling you your RFP has been forwarded. For example, you might see the following type of box.

You may see other confirmation messages also depending on your previous action.

Attach or View Receipts
You may Attach a Receipt or View any attached receipts by clicking the buttons. This is the only action you can take on this Confirmation page.

Note to Recipient

Displays any note included to the recipient. This may be blank since a note is optional.

Payment Details

RFP Number: This is the RFP number associated with this record.
Payee: The Payee's name is shown here.
Company Code: This is the entity making the payment.
Name of RFP: If you've given this RFP a name it will be displayed here.</p></td>
Type of RFP: This will display Reimbursement or Payment
Payment Method: This will display Direct Deposit or Check.

Permanent address (for tax purposes on Payment RPFs)

Address: Displays Payee's permanent address.
City: Displays Payee's permanent city
State/Region: Displays Payee's permanent State or Region
Postal Code: Displays Payee's permanent postal code if address is in the United States or Canada.
Tax Entity Type: Displays person or company
SSN/TIN: For security purposes, the Payee's Social Security number or Tax Identification number is not displayed
Type of Visa: Displays Payee's visa type
Citizenship: Displays Payee's country of citizenship

Mailing Instructions

Mail Check to:
Name: Displays Payee's name
Address: Displays Payee's mailing address
City: Displays Payee's mailing city
State/Region: Displays Payee's mailing State or Region
Postal code: Displays Payee's mailing postal code if address is in the United States or Canada
Country: Displays Payee's mailing country

Mailing Instructions

Deliver Check:
Name: Name of person accepting check
Building-Room: Building and room of person accepting check
Check being held
Phone: Phone number of person to be called when check is ready

Line Items

Date of Service: Displays the date of a purchase or of services rendered
G/L Account: This may be blank if the submitter was unsure of the G/L Account to use. It should display the G/L Account if the RFP was sent to Accounts Payable
Cost Object: This may be blank if the submitter was unsure of the Cost Object to use. It should display the Cost Object if the RFP was sent to Accounts Payable.
Explanation: Displays a brief description of the goods or services received and rate of payment

Note to Central Office

Displays any note included for Accounts Payable or OSP. This may be blank since a note is optional.

RFP History

Date: Displays the Date an action was taken on this RFP
Time: Displays the time of the action
Action: display the type of action taken (e.g., Created, Sent, Rejected, Approved)