Scenario #3: Vendor - Corporation

Scenario #3: Professor Peabody, chairman of Ophthalmology and Visual Sciences, noticed one day that his eyeglasses were inadequate for seeing his computer screen properly. Upon the recommendations of his eye doctor, Dr. Yu C. Um, at the Yale Health Plan and the Office of Environmental Health and Safety, he has asked his Senior Administrative Assistant, Natasha, to order a special magnifying filter for his computer that also reduces glare. After contacting the Strategic Vendors recommended for Computer Equipment & Supplies in the e-Portal, Natasha discovers that none of these vendors carry a screen that both magnifies and reduces glare. Ever-efficient, Natasha searches on the Internet and locates the Rocky & Bullwinkle Optical Lens Company at www.R&Bopticallens.com in the Canadian Rockies. that carries this special product.

In preparing to place the order, Natasha searches in Web Query and determines that the vendor has not previously been created in the database. In order to set up the vendor in the database, Natasha calls the vendor back in Canada and finds out that she can only purchase the product through a US distributor in Denver, Colorado. Natasha proceeds to contact Boris, the US distributor, who appears to be running this business from a hotel room. Although she is a bit wary of Boris and wonders if she'll be able to return the product if Professor Peabody isn't satisfied, she continues to get the information she needs to fill out her Vendor Setup Request form. Because Boris won't accept the Yale Purchasing Card and she is a bit wary of Boris's business ethics, she insists that he accept a purchase order from Yale which will require that she complete a purchase requisition. Still in need of the vendor setup information, Natasha asks Boris for the company's TIN, type of organization, contact information, as well as the purchase order and payment addresses. At first, Boris wants Natasha to use his name and the hotel address for the purchase order and payment. However, in pressing him for more details on the business, she learns that the shipment will be coming directly from the manufacturer in Canada and subsequently so will the invoicing. Suddenly needing to run out to a sales call, Boris is quick to end the phone call and agrees to send her the following faxed proposal with the correct information. Nearly exhausted, Natasha completes the Vendor Setup Request form and purchase order information. Natasha can be reached at X5-1111 (phone) or X5-2222 (fax). Dudley Doright, Business Manager, will be authorizing for Natasha and can be reached at X5-3333.

Proposal

Please send purchase order to:

The Rocky & Bullwinkle Optical Lens Company, Inc.
45 Rocky Mountain Way
Nowheresville, Alberta AL0001
CANADA
(555) 555-1111

Please mail payments to:
The Rocky & Bullwinkle Optical Lens Company, Inc.
Rocky, Accounts Receivable Manager
PO Box 100
Nowheresville, Alberta AL0001
CANADA (555) 555-2222
We have a US TIN which is 99-7777777

(1) Ergonomic, optical magnifying glare filter for an IBM PC with 17" monitor $250.00.