Master and Mail Code Setups and Changes
After the research is complete, the user is 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 an existing setup needs changes, the user 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 the:
- 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.