Customers-Setup and Edit Request
This procedure describes how a department without access to IS Accounts Receivable establishes a customer and updates existing customer information.
New customers will be entered in the system within 24 hours of receipt of the request.
Updates to existing customers will be entered in the system within 24 hours of receipt of the request.
The AR Viewer is responsible for:
The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
This activity is performed when a customer record must be created or updated.
1. Complete a Customer Setup and Update Request Form.
Refer to the University of Virginia Forms Directory [http://uvaforms.virginia.edu/cgi-local/formsDir.cgi].
The forms are Microsoft Excel spreadsheets.
Complete the appropriate sections.
2. Forward the form as an email attachment to Accounts Receivable.
Send the form to: firstname.lastname@example.org.
Accounts Receivable will complete the request within 24 hours.
End of activity.
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