UW-Whitewater Account Set-up or Revision Request Form

I'm Trying To: (Select All That Apply)*

Add a new MD account
Add or update an address
Add an authorized user to the Pre-Posting Allocation Tool (PAT)
Inactivate an MD account
Re-activate an MD account
Remove an additional address
Remove someone from the Pre-Posting Allocation Tool (PAT)
Reset a Password
Update a primary account holder
Update a financial contact
Update a funding string
Update a supervisor
Update an existing department name

Will you be the Primary Account Holder?*

The Primary Contact is responsible for purchases made with the account. This person may be contacted with questions related to account activity.

Yes
No

Your Contact Information

This information will be used for questions about the request and any possible edits during the approval process.

Your Name*

Your Phone Number*

Your Email*

Add New/ Re-Activate MD Account

Your Employee ID*

This can be found on your earning statement. If you are unable to locate your employee ID please contact Shop@UW Customer Service.

MD Number You Would Like to Re-activate*

Primary Account Holder Information

Primary Account Holder Employee ID*

This can be found on their earning statement. If you are unable to locate your employee ID please contact Shop@UW Customer Service.

Primary Account Holder Name*

Primary Account Holder Phone*

Primary Account Holder Email*

Primary Ship-To Information

Building Name/Room Number*

Delivery Address*

Street Address Address Line 2 City State ZIP Code

Financial Contact Information

Financial Contact Name*

The Financial Contact is a secondary contact person. This person may be contacted with questions related to funding.

Financial Contact Phone*

Financial Contact Email*

Building Name/Room Number*

Financial Contact Address*

Street Address Address Line 2 City State ZIP Code

University of Wisconsin Shared Financial System Funding (SFS)

Fund*

Program*

Department ID*

Account*

Unit*

Project Grant (If Any)

Funding Start Date

Optional

Funding End Date

Optional

Will this account need to be added to any parent accounts?

Yes

Parent Account Email Address*

Use the + button to add additional rows for multiple accounts

Update an Existing Account

MD Number*

Update an Existing Account

Your Employee ID*

This can be found on your earning statement. If you are unable to locate your employee ID please contact Shop@UW Customer Service.

MD Number*

Primary Account Holder Information

Primary Account Holder Employee ID*

This can be found on their earning statement. If you are unable to locate your employee ID please contact Shop@UW Customer Service.

Primary Account Holder Name*

Primary Account Holder Phone*

Primary Account Holder Email*

Department Name*

Building Name/Room Number*

Delivery Address*

Street Address Address Line 2 City State ZIP Code

Add or Update an Address

What do you want to do?*

Update Primary Account Holder Address
Update an Existing Additional Address
Add a New Additional Address

If you are intending to update the primary contact name or contact information on this account, please select "Update a primary account holder" from the list at the top of the form instead

Address ID

This can be found in the drop-down located in your Shipping Info

Shipping Contact Name*

Shipping Contact Email

Shipping Contact Phone

Building Name/Room Number*

Delivery Address*

Street Address Address Line 2 City State ZIP Code

Remove an Address

Shipping Contact Name*

Building Name/ Room Number*

Delivery Address*

Street Address Address Line 2 City State ZIP Code

Financial Contact Information

Financial Contact Name*

The Financial Contact is a secondary contact person. This person may be contacted with questions related to funding.

Financial Contact Phone*

Financial Contact Email*

Building Name/ Room Number*

Financial Contact Address*

Street Address Address Line 2 City State ZIP Code

University of Wisconsin Shared Financial System Funding (SFS)

Fund*

Program*

Department ID*

Account*

Unit*

Project Grant (If Any)

Funding Start Date

Optional

Funding End Date

Optional

Update a Supervisor

New Supervisor Name*

First Last

New Supervisor Email*

Add an Authorized User To The Pre-Posting Allocation Tool

PAT Contact Name*

First Last

PAT Contact Phone*

PAT Contact Email*

Is this user replacing someone who no longer needs PAT access?

Yes

Remove Someone from the Pre-Posting Allocation Tool

PAT Contact Name To Remove*

First Last

PAT Contact Email To Remove*

Inactivate an MD Number

MD Number You Would Like to Inactivate*

Reset Your Password

Only primary account contacts can request password resets

Once the primary account holder has been updated, the password will be reset and the temporary password will be sent to the contact information above.

Reset Your Password

Only primary account contacts can request password resets

Once the account is activated, a temporary password will be sent to the primary account holder.

Reset Your Password

Only primary account contacts can request password resets

Once the account is reactivated, a temporary password will be sent to the primary account holder.

ATTENTION

A mandatory online training course is required for Primary Contacts on ALL New Account Requests, Account Reactivation and Primary Account Holder Updates. You will need your Employee ID to complete this training.
Click here to access the course.

Notes for Approvers or Shop@UW

Contacts for Approval

Enter the name and contact information of your direct supervisor. Once you click submit an email will go to your direct supervisor and then to your purchasing department for approval

Manager Name*

This could be your direct supervisor

Manager Phone Number*

Manager Email*

Ryan Moore

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