UW-Milwaukee Account Set-up or Revision Request Form

This form is Still In Development.  If you have come here by accident please see our Account Set-up or Revision Page to make a live request.

 

Not sure what to select?

Form options are explained below!

This is an accordion element with a series of buttons that open and close related content panels.

Add a new MD account

You want to:
✔️ create a new Shop@UW account

Add or update an address

You want to:
✔️ add an additional ship-to address
✔️ update any address on the account, including primary contact address

View example of primary contact address
View example of financial contact address
View example of an additional address

You DON’T want to:
❌ update the name of the primary contact
❌ update the name of the financial contact

Add an authorized user to PAT

You want to:
✔️ authorize a user to have access to the Pre-Posting Allocation Tool (PAT)

Inactivate an MD account

You want to:
✔️ suspend access to a Shop@UW account

Re-Activate an MD account

You want to:
✔️  activate an account that is inactive/on hold

Remove an additional address

You want to:
✔️ remove an additional ship-to address

You DON’T want to:
❌ update the primary ship-to address
❌ update the financial contact address

View example of primary contact address
View example of financial contact address
View example of an additional address

Remove someone from PAT

You want to:
✔️ take Pre-Posting Allocation Tool (PAT) access away from a user

Reset a password

You want to:
✔️ reset the password on an account. The primary contact will receive a temporary password

Update a financial contact

You want to:
✔️ update the person Shop@UW will contact for funding related questions
✔️ update the financial contact address

View example of financial contact address

Update a funding string

You want to:
✔️ update the default funding for future purchases

You DON’T want to:
❌ update the funding for a pending or posted transaction

Update a primary account contact

You want to:
✔️ update the person responsible for a Shop@UW account
✔️ update the primary ship-to address
✔️ update the contact information for the Primary Account Contact

View example of primary contact address

Update an existing department name

You want to:
✔️ update the department name