Master and Mail Code Setups and Changes
After completing your research, you are ready to set up:
- The new payee on the Payee Master Level Setup (PMSTUP) screen
- A new mail code for a payee already in TINS on the Payee Mail Code Setup (PMCTUP) – Existing Payee
If changes are needed to an existing setup, you will use these screens:
Companies with an Assumed Name, DBA or Subsidiaries
Determine the legally established business name to enter in the NAME field of the Payee Mail Code Setup (PMCTUP) or Payee Mail Code Change (PCHGMC) screen for the payee setup. If needed, use the LINE 1 address field to enter:
- Assumed name if the corporation or limited partnership does business under a name other than the legal name in its certificate of formation
- Doing business as (DBA) name in a sole proprietorship if the business is conducted under a name other than the surname of the individual
Companies should not be paid under multiple EINs unless they are a wholly owned subsidiary.