Banking information should only be provided to CPQ accounts. This should not be shared with JMP Store accounts.
Reach’s EU VAT number
Reach's GST form (India)
Issue
A customer inquiries about a W-9 for JMP and/or JMP banking information and/or Japan Consumption Tax (JCT)
In Salesforce case:
- Appropriate JMP Product selected
- Topic = Contracts/Licensing
- Subtopic = Verify banking
Resolution
W9s and bank account verification can be found in the Finance Common Forms confluence page.
JET Salesforce case management
Example case - 00143201
During new vendor set up, companies first receive banking information from JMP. They then need to verbally verify the information the were provided.
Scenario 1 - a case is created because company needs information to call JMP to verify our banking information
- Provide our phone number and hours to call:
- 1-877-594-6567; Mon - Fri; 9AM - 5PM ET
- Give case number for caller to reference
- Post banking information in case
- This is makes it easy for whoever is on phone duty to quickly find the information
Scenario 2 - a company is calling in to verify banking
