New Vendor Registrations & Updates
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      What is Registration Routing?

      Registration Routing is a feature in PaymentWorks designed to streamline the payee onboarding process by comparing a payee's registration request with a payer's existing supplier profiles. This comparison identifies whether a relationship exists between the new request and previously uploaded supplier records, based on the Tax Identification Number (TIN).

      How Registration Routing Works

      1. TIN Matching:

        • PaymentWorks compares the TIN provided on a payee's registration form with the TINs listed in the payer's supplier profiles.
        • If a match is found, the payer's approver can review the related supplier profiles and addresses during the approval process.

      2. Routing Options:

        • The approver has the ability to select a specific action (or "routing option") for the registration request. These routing options include:
          • Add as a New Address: Assign the new registration details as an additional address for an existing supplier record.
          • Overwrite an Existing Address: Replace an existing address in the supplier profile with the new registration details.
          • Create a New Vendor Record: Treat the registration as a new, unique supplier entry.

      How to Identify and Use Routing Options

      1. View Routing Options:

        • If routing options are enabled for the request, the final approver in the workflow will see a "View Routing Options" button at the bottom of the request:

        • Clicking this button allows the approver to review matches and select the most appropriate routing option.

      2. No Routing Options Available:

        • If the "View Routing Options" button does not appear, the final approver will see only the default approval options at the bottom of the screen:

        • In this case, selecting the "Approve" button will automatically default the routing action to "Create New Vendor Record".

      Key Benefits of Registration Routing

      • Streamlined Process: Ensures accurate matching of supplier records to prevent duplicate entries.
      • Customizable Actions: Provides flexibility to tailor the routing of requests based on the payer's existing supplier database.
      • Improved Visibility: Displays supplier records and related information to assist with informed decision-making.

      📘 Need Help?
      For more information about configuring or using Registration Routing, please contact PaymentWorks Support or consult our Knowledge Base.