Peoplesoft AR Billing Team
Minutes of 28 Feb 2002
Manage Sales Activity
Maintain customers Contacts
Question regarding salutation
Go (new window)
Define Business Rules
Define General Options (caution – may affect all modules)
If add and want to delete – make inactive
Corrections are allowed in cycle descriptions but not cycle ID
Not in billing type
Customer type field is limited to 1 character length
Maximize using 0-9 plus A-Z
Rules in place to define structure
College/Department possibly identified by customer ID
Input – AR generates bill
Type box to identify department
Define customers for specific department
AR customers from CG customers
Rachel Strickland to confer with University of Kansas personnel/consultants regarding Customer reporting by Customer ID. Also customers with multi-location (example: Dupont)
Amy Taylor to ask UD Peoplesoft Reporting difference between search and query function.
Next Meeting 3/14/02 at 8:30am in 003 Hullihen.
Submitted by Katie Hutton.