AR - Customers Set-up

New

With the upgrade to R12, and following a pilot of centralising AR customer set up, departments have the option of setting up Accounts Receivable customers in CUFS themselves or requesting for it to be set up by Credit Control, Research Accounting. To maintain this set up within the department a new AR Manager responsibility will be required, and to receive this you must attend this master class. The master class will provide you with the opportunity to practice setting up and amending customers within the new look R12 customer screen. Upon completion of the course you will receive your AR Manager responsibility.

eSales Departments are encouraged to consider if using the CUFS module to set up and raise invoices to private individuals is the best option and whether it would be more appropriate to use the University’s online store. For more information please see the eSales website or watch the three short videos below which give an overview of what the eSales system looks like and what it can do.

Introduction to the Online Store

Events and Conferences in the Online Store

Product Catalogues in the Online Store

New users

Number of sessions: 1