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Customers-Setup and Edit Request

Scope

This procedure describes how a department without access to IS Accounts Receivable establishes a customer and updates existing customer information.

System Reference

None

Policy

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.

Responsibility

The AR Viewer is responsible for:

• completing Customer Setup and Update Request Form
• verifying all customer information
• forwarding Customer Setup and Update Request Form to Accounts Receivable
• maintaining customer files

Distribution

AR Viewer^*

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 when a customer record must be created or updated.

AR Viewer

1.   Complete a Customer Setup and Update Request Form.

• Navigate to the U.Va. Forms directory.

Refer to the University of Virginia Forms Directory [http://uvaforms.virginia.edu/cgi-local/formsDir.cgi].

• Follow the directions provided to locate the desired form.
• Open and complete the form.

The forms are Microsoft Excel spreadsheets.

Complete the appropriate sections.

• Save the form.

2.   Forward the form as an email attachment to Accounts Receivable.

Send the form to: accountsreceivable@virginia.edu.

Accounts Receivable will complete the request within 24 hours.

End of activity.

Effective: 08/13/04

Revision: 2

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