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.
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| “Customer email address” Customer Email Address is a required field that is used to generate eStatements. This field allows multiple addresses for each customer. |
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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.
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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
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or a portion of the name surrounded by asterisks.
To confirm that there is not an existing customer in KFS,
Navigate to
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Accounts Receivable & Cash.
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Click on Customer.
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Click within the Customer Name field.
Enter the customer's name.
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Click the
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All radio button to view all accounts (active & inactive).
Click Search. If the customer exists, results will appear below the Search window.
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To edit the customer bio, click
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Edit
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.
To view the customer's transaction history, click
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Report
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.
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