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Process
This job aid describes steps for creating a customer account.
Before you can create a detailed receivable for a customer, you need to establish that customer in CORE through the creation of a Vendor/Customer Creation (VCC) transaction. In addition, you must also create a customer account.
Before a customer can be used, an entry needs to exist in the Customer Account Options (CACT) table. This table is the primary place to establish and maintain billing options for customers. The customer account links the relationship between the customer and a billing profile and tracks receivables, payments, and other financial information at the customer account level.
A customer account can be specific to a department if the corresponding billing profile is department-specific. Otherwise, if the billing profile is configured with the Department Code designation of ALL, it will apply to all valid department codes.
1. Enter CACT in the Global Search field.
2. Search for current customers by Department or VCC record
3. Select the Customer pick list, Dept or VCC Record
If record does not exist, select Create
4. Complete details on the CACT Table
Select the Billing Profile pick list, enter the desired search criteria (e.g. Department code)
Select the Address ID pick list and click Select corresponding to the desired Billing Address Type..
Select corresponding to the desired Billing Profile
5. Continue completing details for CACT table by clicking show more caret
Select an appropriate Billing Location from the drop-down list.
Check the Suppress Billing and Suppress Past Due Billing checkboxes when regular and/or past due billing should be suppressed.
Select Collection Cycle pick list.
Select Save.
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