Adding General Information for a New Customer

In this topic, you will learn how to add general information for a new customer.

Steps:

1. Begin by navigating to the General Information page.

    

   Click the Main Menu button.

   Step 1

2. Click the Grants menu.

   Step 2

3. Click the Sponsors menu.

   Step 3

4. Click the General Information menu.

   Step 4

5. Click the Add a New Value tab.

   Step 5

6. Click the Look up SetID (Alt+5) button.

   Step 6

7. Click the USCSP link.

   Step 7

8. Click the Add button.

   Step 8

9. Click in the Name 1 field.

   Step 9

10. Enter the desired information into the Name 1 field.

     

    Enter "Joanne's Foundation".

    Step 10

11. Click in the Short Name field.

    Step 11

12. Enter the desired information into the Short Name field.

     

    Enter "JF".

    Step 12

13. Click the Look up Currency Code (Alt+5) button.

    Step 13

14. Click in the Currency Code field.

    Step 14

15. Enter the desired information into the Currency Code field.

     

    Enter "us".

    Step 15

16. Click the Look Up button.

    Step 16

17. Click the USD link.

    Step 17

18. Click the Look up Rate Type (Alt+5) button.

    Step 18

19. Click the CRRNT link.

    Step 19

20. Click the Bill To Customer option.

    Step 20

21. Click the Ship To Customer option.

    Step 21

22. Click the Sold To Customer option.

    Step 22

23. Click the Grants Management Sponsor option.

    Step 23

24. Use the scrollbar to view additional information on the page.

    Step 24

25. Click the Look up Team Code (Alt+5) button.

    Step 25

26. Click the USCSP link.

    Step 26

27. Click the Default option.

    Step 27

28. Click the Bill To option.

    Step 28

29. Click the Primary option.

    Step 29

30. Click the Ship To option.

    Step 30

31. Click the Primary option.

    Step 31

32. Click the Sold To option.

    Step 32

33. Click the Primary option.

    Step 33

34. Click in the Address 1 field.

    Step 34

35. Enter the desired information into the Address 1 field.

     

     Enter "1600 Hampton Street".

    Step 35

36. Click in the City field.

    Step 36

37. Enter the desired information into the City field.

     

    Enter "Columbia".

    Step 37

38. Click in the State field.

    Step 38

39. Enter the desired information into the State field.

     

    Enter "SC".

    Step 39

40. Click in the Postal field.

    Step 40

41. Click the View Phone Information link.

    Step 41

42. Enter the desired information into the Prefix field.

     

    Enter "803".

    Step 42

43. Click in the Phone field.

    Step 43

44. Enter the desired information into the Phone field.

     

    Enter "7774850".

    Step 44

45. Click in the Fax field.

    Step 45

46. Enter the desired information into the Fax field.

     

    Enter "7778817".

    Step 46

47. Click the OK button.

    Step 47

48. Use the scrollbar to view additional information on the page.

    Step 48

49. Click the Details tab.

    Step 49

50. Click the Allow CO-PI's option.

    Step 50

51. Click the Allow Multiple PI's option.

    Step 51

52. Click the Look up Sponsor Type (Alt+5) button.

    Step 52

53. Click the PHI link.

    Step 53

54. Click the Bill To Options tab.

    Step 54

55. Click the Look up Credit Analyst (Alt+5) button.

    Step 55

56. Click the CA link.

    Step 56

57. Click the Look up Collector (Alt+5) button.

    Step 57

58. Click the COLMG link.

    Step 58

59. Use the scrollbar to view additional information on the page.

    Step 59

60. Click the Look up Payment Terms ID (Alt+5) button.

    Step 60

61. Click the NET30 link.

    Step 61

62. Use the scrollbar to view additional information on the page.

    Step 62

63. Click the General Info tab.

    Step 63

64. Click the General Info Links list.

    Step 64

65. Click the 0130 - User Defined list item.

    Step 65

66. Click in the Cust Char30 A field.

    Step 66

67. Enter the desired information into the Cust Char30 A field.

     

    Enter "1234".

    Step 67

68. Click the Save button.

    Step 68

Congratulations, you have successfully learned how to add general information for a new customer.

Table of Contents  Start Topic