New Customer Set up
Conditions of Sale and Supply
All new customers MUST be notified of the University's Standard Conditions of Sale and Supply (46kb) (Terms and Conditions). Departments are responsible for sending this document to the 'orderer' before the order is accepted/processed further.
Complete and submit set-up form
The Accounts Receivable Customer Set-up form should be completed for either a new customer, or a new invoice address, and submitted to the Accounts Receivable team.
Review set-up form
Accounts Receivable will check all requests to ensure that the customer does not exist before creating a new record. Where the customer/address is found to exist, they will contact you with the account details.
Where a new customer is required, Accounts Receivable will carry out credit checks (where relevant). During this activity if any issues with the set-up request are identified they will refer back to your department. It is at the discretion of your department to decide the appropriate action to take, i.e. to take a risk and continue with the transaction, to renegotiate the transaction or, to request payment in advance.
Where a new customer/invoice address is to be set-up, Accounts Receivable will do so in Oracle Financials within 48 hours of receipt of the request, allocating a customer number. If Standard Conditions of Sale and Supply (46kb) have not previously been sent by the department to the customer, Accounts Receivable will do this if requested on the customer set-up form.