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.