To search to see if a customer already exists,
- You should log into PeopleSoft Production. On the main menu please click “Customers” -> “Customer Information” -> “General Information.” In the box to the right of “Name 1:” you need to enter the customer name (example Missouri department of transportation = MO Dept of Transportation) making sure to use the naming conventions for vendors and customers. Once you have entered the customer name you can either press “Enter” or Click “Search” and the results are listed below.
- You may narrow your search by entering more search criteria such as postal code for the invoice mailing address or telephone number for the customer. Once you have a manageable list below you can go through to see if your customer address is already listed for an existing customer and if it is then please feel free to bill that customer (as long as the customer number does not start with “8899” or “RET”).
If a customer does not exist or your billing address does not exist then you must request a new customer.
- You request a new customer by Outlook form. To access the customer request form, in Outlook 2007 or 2003 please click “File” -> scroll over “New” -> click “Choose Form” then highlight the form titled “UM Customer Request Form” and click “Open.” To access customer request form, in Outlook 2010 please click “Home” -> scroll over “New Items” -> scroll over “More Items” -> and click “Choose Form.” Fill the form out with the appropriate information and then email the form to MU ACCTG ACCT REC. Customers will be entered exactly as you have presented them on the customer request form so PLEASE double check your information before submitting.