*NEW*
SBF is transitioning to the Team Dynamics (TDX) ticketing system.
Currently, users can submit New Vendor Requests, Payment Inquiries, Credit Card Applications,
Credit Card Increase Requests and Credit Card General Inquiries through the TDX system.
Instructions for using these processes are explained below.
New Vendor Requests, Payment Inquiries, Credit Card Applications & Credit Increases,
and Requests to Void/Reissue Checks will no longer be accepted via email. They must
be made through the SBF Team Dynamics (TDX) ticketing system.
These are only the first services to be integrated into the new SBF Service Center
in Team Dynamics. New services will be announced and rolled out as they are released.
New Vendor Setups:
- ***Prior to distributing a payment to any payee/vendor, the payee/vendor needs to
be set up in our system. This procedure can take at least 5-7 business days, so please
plan accordingly.
- SBF is no longer accepting new vendor creation requests via e-mail. All requests must
be submitted via the new TDX ticketing system. Please do the following:
■ Navigate to the SBF Team Dynamics (TDX) ticketing system
■ Click on the “Make A Request” button
■ Click on the “Vendor Profiles” button
■ Select “New/Update Vendor”
■ Select the applicable button: W-9 (Domestic vendor) or W-8 (International vendor)
■ Complete the vendor information
■ Remember to attach the applicable W-9 or w-8 form before submitting
Purchase Orders:
- If you need to open a Purchase Order, or have questions regarding an existing Purchase
Order, please e-mail: SBF_PO@stonybrookfoundation.org
- *NEW Please be aware, a PO request for a new vendor will require you to submit a new vendor creation request via the SBF Team Dynamics (TDX) ticketing system
- Follow the directions above for New Vendor Setups to complete the vendor creation request
- *Invoices received by departments that need to be paid by an existing PO should be
emailed to SBF_AP@Stonybrookfoundation.org
Inquiries on Existing Payment Submissions including:
- AVID
- CONCOURSE PAYMENTS
- CONCUR TRAVEL REIMBURSEMENTS
- INDEPENDENT CONTRACTOR PAYMENTS
- PAYMENTS ON A PURCHASE ORDER
- INTERNAL PAYMENTS TO SBU AND RF
■ Navigate to the SBF Team Dynamics (TDX) ticketing system
■ Click on the “Payment Inquiry” button
■ Click on “General Payment Inquiry” button
■ Select the “Inquiries” button
■ Complete the form and include as much detail as possible
Void/Reissue Checks:
- Navigate to the SBF Team Dynamics (TDX) ticketing system
- Click on the “Payment Inquiry” button
- Click on either “Request to Void and/or Reissue Missing or Lost Payment” button
- Select the “Void or Reissue Payment” button
- Complete the form and be as specific as possible
Credit Card Applications, Credit Limit Increases & Credit Card Inquiries:
- Navigate to the SBF Team Dynamics (TDX) ticketing system
- Click on “Make A Request”
- Click on the “Spending Money From Your Account” button
- Click on the “Credit Card” button
- Click on the applicable button on the right for the action you would like to perform.
- When applying for a new credit card, please complete the entire form and ensure you
include the name of the account director or an account signatory (even if this person
is also your immediate supervisor) for the SBF Account ID you identified on the form.
- Always include the amount requested for the credit card increase and a justification
for the increase.
