Requesting a Customer - UGA Customer Request Form

First, log into the Financial Management System.

Click the Classic Home button.

To navigate to the Customer Request page, select:

Main Menu > UGA > UGA Billing Processes > Customer Request

Click the Customer Request link.

The Customer Request search page is displayed.

Click the Add button.

Enter the appropriate information into the  Customer Name  field .

Example shown here: " Avon Deli ".

Click the Type drop-down list.

From the *Type Drop-down list,select the appropriate customer information.

Note : The Customer *Type is a mandatory field that must be filled out.

Example shown here: Other .

To add the Address information, 

click the arrow to expand the Address Details section.

To send invoices to this address, click the Send Invoices to this Address? option.

To send statements, click the Send Statements to this Address?  option.

The Address Description field is used to enter a brief description of the location. This is a required free-form field, limited to 30 characters.

Enter the appropriate information into the  Address Description  field.

Example shown here: " Main Location " in the Address Description field.

Enter the appropriate information into the  Country  field. 

Note: You can use the lookup magnifying glass to the right of the Country field to locate the country information if necessary.

Example shown here: " USA ".

Enter the appropriate information into the  Address 1  field.

Example shown here: " 111 Clark ".

Enter the appropriate information into the  City  field.

Example shown here: " Athens ".

Enter the appropriate information into the  State  field.

Example shown here: " GA ".

Enter the appropriate information into the  Postal Code  field.

Example shown here: " 30602 ".

When you have completed entering the information, click the Save button.

A Customer Request ID number is assigned.

Click the Submit button.