Viewing Customer Address Information
Summary
In this article, you will locate the record for the searched customer.
Body
Overview
The UGA Financial Management system provides a search utility that enables you to search for a customer using multiple search criteria. It is important to make sure a customer and or location do not exist in the system before adding a new customer or location. This is required in order to avoid duplicate transactions and to avoid altering information used by other units.
You have been asked to enter a bill for the UGA Athletic Association.
You will search the system to make sure the customer exists before creating the billing transaction.
Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.
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To navigate to the General Information page, select:
Main Menu > Customers > Customer Information > General Information
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The General Information Search page is displayed.
The Find an Existing Value tab is used to enter specific search criteria in order to quickly search and locate the customer . The more fields you populate, the quicker your search results are returned as the system has fewer records to search through.
Note: The SetID field has been automatically populated with UGA01. You can set this up as a default value based on your settings in your user preferences.
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Enter the appropriate Search Criteria into the Search Criteria fields.
Example shown here: Search using the first 4 letters of the customer name, ATHL.
Click the drop-down arrow next to the "begins with" in the Name 1 field.
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Click the contains list item.
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Enter the appropriate information into the Search Criteria fields.
Example shown here: "ATHL" in the Name 1 field.
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Your Search Results appear beneath the search criteria. The list of customers with ATHL in the name are listed.
Click the appropriate Customer ID link.
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The Customer General Info page is displayed. You can use this page to review a customer's name and verify location and address information.
Your search results have returned a customer record for the UGA Athletic Association.
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The Address Locations bar displays the number of locations associated the searched customer . UGA Athletic Association has two address locations.
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Clicking on the View All link will expand the page to view all of the locations for the customer .
Click the View All link.
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You may need to scroll down the page until you locate the address and location information for the searched customer.
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You have located the record for the searched customer.
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Details
Details
Article ID:
149737
Created
Sat 9/24/22 11:22 PM
Modified
Wed 4/17/24 1:10 PM