Log in

1. Visit PeopleSoft production

Navigate to the search page

1. Access the main menu
2. Select customers
3. Select customer information
4. Select general information

Submit the form

1. Complete the form
   • Please reference the Customer & supplier naming conventions below for customer name and addresses.
2. Submit the form for approval

Log in

1. Visit PeopleSoft production

Navigate to the search page

1. Select Billing tile
2. Select Customers
3. Select Add/Update – Customer

Submit the form

1. Complete the form
   • Please reference the Customer & supplier naming conventions below for customer name and addresses.
2. Submit the form for approval

Guidance

• Utilize abbreviations where possible to ensure consistency & accuracy in queries and processing customer information.
• Customer name searches are case-sensitive, so please use all caps.
• No spaces or punctuation are used in the abbreviation.
• Two-letter postal abbreviations are used in states listed in customers names.
• Please use abbreviations for directions (N, S, E, W, NE etc).

You can access additional guidance on customer naming and address convention rules in the Accounts Receivable and Billing Training Guide.

Abbreviations

 

Name	Abbreviation
Administration	ADMN
Academy	ACAD
Agriculture	AG
American	AMER
Associate(s)	ASSOC
Association	ASSN
Biology(ical)	BIO
Building	BLDG
Bureau	BUR
Center	CTR
Chemistry(ical)	CHEM
Columbia	COL
Commission	COMM
Company	CO
Cooperative	COOP
Corporation	CORP
County	CTY
Department(al)	DEPT
Development(al)	DEV
Diagnostic	DIAG
District	DIST
Division(al)	DIV
Economic	ECON
Education	EDUC
Elementary	ELEM
Employment	EMPL
Engineer(ing)	ENGR
Environment(al)	ENV
Equipment	EQUIP
Executive	EXEC
Extension	EXT
Federal/Federated	FED
Foundation	FNDTN
General	GEN
Government	GOVT
Hospital	HOSP
Incorporated	INC
Independent	INDEP
Information	INFO
Institute	INST
International	INTL
Kansas City	KC
Laboratory	LAB
Library	LIB
Limited	LTD
Litigation	LITI
Management	MGMT
Manufacturing	MFG
Marketing	MKTG
Medical	MED
Memorial	MEM
National	NATL
Nutritional	NUTR
Production	PROD
Professional	PRO
Protection	PROT
Psychiatry/Psychology	PSYCH
Publication/Publishing	PUB
Region(al)	REG
Rehabilitation	REHAB
Resource(s)	RES
Saint	ST
Saint Louis	STL
Science(s)	SCI
Secondary	SEC
Service(s)	SVC
Society	SOC
System(s)	SYS
State	ST
System(s)	SYS
Technical(ology)	TECH
United States	US
University	UNIV
Veteran's Administration	VA
Veterinary(ian)	VET
Volunteer	VOL

8899 customer number

Only to be billed by the grants office. Please do not bill these customers. If you need to bill the customer, please submit a customer request form to our office to have a new customer created for your use.

RET, EMP, and LTD customer number

Only to be billed by the faculty and staff benefit office. Please do not bill these customers unless the bill is for insurance. If you need to bill the customer, please submit a customer request form to our office to have a new customer created for your use.

Navigate to the item list page

1. Access the main menu
2. Select accounts receivable
3. Select customer accounts
4. Select item information
5. Select item list

Enter your customer information

1. Enter the customer number (include leading zeros if applicable) into the customer field
2. If viewing a customer's history:
   1. Select all or closed from the status drop down
      • ✓ Tip: A status of all would return a list of all invoices billed to the customer, while closed would return a list of all invoices paid by the customer or close by a credit
      • ✓ Tip: This is a good way to determine whether or not a customer has ever had any invoices written off; written off invoices are denoted with a WO at the end of the invoice
3. If retrieving a summary of a customer's open invoices and credits:
   1. Select open from the status drop down
   2. Highlight and then remove your business unit
4. Click search