The Customer eDoc (CUS) is used to create new customers and edit existing customers through Kuali Financial Systems (KFS).
KFS enables users to auto-generate new customer account numbers and store customer biographical information , like addresses, phone numbers, customer type, tax ID, etc.
Info | ||
---|---|---|
| ||
“Customer email address” Customer Email Address is a required field that is used to generate eStatements. This field allows multiple addresses for each customer. |
Note | title | Note
---|
Customer statements are only mailed to the primary address. |
Customer eDoc Specifications
The customer account number is based on user entry in the customer name field.
The customer name must be entered using the following format:
last name, first
Last Name, First name.A customer account number will be auto-generated and consist of the first 3 letters of the last name and 4 to 5 numerical digits.
For example, the customer account number for a customer named John Doe would be DOE12345.
Customer accounts should not have special characters in the first 3 digits.
For example, the customer name C&S Distributors has an ampersand (&) for the second character.
You would thusIn this case, enter their customer name as
‘DistributorsDistributors C&
S’S.
Customers who have special characters in their account number will affect reporting when running reports in Web FOCUS.
If you are setting up a new customer which is an organization, use the organization name as the customer name , instead of the name of the organization’s contact.
...
Before you create a new customer, you must search KFS to verify that the customer does not already exist.
For example, before creating a new customer for Mansfield Supply, you would click into the customer name field and enter the name
...
or a portion of the name surrounded by asterisks.
...
To confirm that there is not an existing customer in KFS,
Navigate to
...
Accounts Receivable & Cash.
...
Click on Customer.
...
Click within the Customer Name field.
Enter the customer
...
's name.
Click the
...
All radio button to view all accounts (active & inactive).
Click Search. If the customer exists, results will appear below the Search window.
...
To edit the customer bio, click
...
Edit
...
.
To view the customer's transaction history, click
...
Report
...
.
...
Related Articles
Filter by label (Content by label) | ||||||||
---|---|---|---|---|---|---|---|---|
|
...
|
...
|
Page Properties | ||
---|---|---|
| ||
|