Peoplesoft AR Billing Team

Minutes of 28 Feb 2002

Manage Sales Activity

Maintain customers Contacts

Items discussed:

Question regarding salutation

Go (new window)

Define Business Rules

Define General Options (caution – may affect all modules)

Billing cycle

If add and want to delete – make inactive

No deletions

Corrections are allowed in cycle descriptions but not cycle ID

Customer type

Not in billing type

Use A-M

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.