Customers - Searching with Find-Enter

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Distribution

AR Administrator^*

AR Billing Specialist^*

AR Billing Specialist-Remote^*

AR Collections Specialist^*

AR Manager^*

AR Printing Specialist^*

AR Viewer^*

Related Procedures

None.

Ownership

The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Accounts Receivable
N ® Customers
Find/Enter Customers

Choose Customer Type First

Always begin a customer search by selecting which 'Customer Type' you are searching for. There are three types: 'Organization' (the default search type), 'Person,' or 'All.'

1. Choose the desired 'Customer Type.'

2. Enter search criteria in any of the fields displayed. You may key criteria into more than one field to narrow your search. You may use "wild cards" (%) in the search criteria

3. Choose which 'Search Type' you want to execute: 'Exact' or 'Fuzzy.'

'Exact' search will return all instances of the exact search string you keyed into the chosen field. This is the default 'Search Type.'

Note: In this example the user is searching for all organization type customers with the characters [smi] anywhere in the organization's name.

'Fuzzy' search will return organization names with the characters of the search string found in more different positions within the name string. To perform a 'Fuzzy' search you must enter criteria into at least one of these search criteria

'Name' for an Organization customer account type
'First Name' and 'Last Name' for a Person customer type
Address
Postal Code
'First Name' and 'Last Name' in the 'Contact' region

4. Click 'Find'.

5. Select the customer account you searched for.

Click 'OK' to view or update the complete information for any party or customer account
Click 'New' to create a new party or customer account.
Effective: 08/18/04

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