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Office of Financial Management Services
Accounts Receivable |
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Business Rules For Creating A New Customer
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- Enter names such as 3M, JL Construction, or AFSCME with no spaces or punctuation.
- Enter person's names as last name, first name.
- "The" must not be used at the beginning of a customer's name.
- When titles are included in a name such as Dr. John L. Doe, the customer should be listed as Doe, Dr John L.
- If a last name is hyphenated it is acceptable to include the hyphen.
- Do not use shift key characters (e.g., @, #).
- Do not use punctuation or ampersands (&).
- Avoid abbreviations such as hosp for hospital.
- In the case of military branches, leave off United States. These should be entered as Army, Navy, Air Force, etc.
- It is acceptable to use Inc, Corp, Assoc, Co, Ltd at the end of a customer name.
- Cities should be entered as follows: Bloomington, City of.
- Organizations such as the School of Music must be listed as Music, School of.
- Words such as Saint, Fort, Mount, etc. must be spelled out in their entirety. Do not abbreviate.
- The numbers one through ten must be spelled out in customer names.
- It is not necessary to spell out commonly used acronyms such as IBM and ABC.
- Spaces or dashes should not be used when entering telephone numbers.
- Attention lines should be noted on the invoice--not in
the address lines.
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