Customers-Setup and Update

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Customers-Setup and Update: Flowchart

Scope

This procedure describes establishing a customer in IS Accounts Receivable and updating existing customer information.

System References

Customers-Setup and Update

Policy

Customer numbers:

are automatically assigned by the system
are unique to the individual customer
cannot be reassigned to another customer when the customer becomes inactive

Responsibility

The Customer Creator is responsible for:

customer setup and update
verifying all customer information
maintaining customer files

Distribution

AR Administrator^*

AR Billing Specialist^*

AR Billing Specialist-Remote^*

AR Collections Specialist^*

AR Manager^*

Ownership

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

Activity Preface

This activity is performed to add a new customer or update an existing customer.

The job title Customer Creator refers to the following:

AR Administrator
AR Manager
AR Billing Specialist
AR Billing Specialist-Remote
AR Collections Specialist

Customer Creator

1. Begin Customer Setup.

If you are in Accounts Receivable, goto task #2. Otherwise, goto task #5.

2. Receive Customer Setup and Update Request Form from requesting department.

3. Verify the customer information.

Verify that the form contains all of the required information.
Resolve any discrepancies with the AR Manager.
Record any corrections.

If all required information is provided, goto task #5. Otherwise, goto task #4.

4. Reply to requesting department requesting the required information.

End of activity.

5. Add or edit the customer record.

Search for the customer before adding a new customer. If the customer does not exist, continue by adding a new customer. If customer exists, add a new customer site with the appropriate information.

Receivables
N ® Customers ® Standard
Customers - Standard

Refer to Customers-Setup and Update.

Enter all required information for the new or existing customer.

6. File any customer maintenance documentation.

End of activity.

Effective: 08/13/04

Revision: 2

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