Adding or Viewing Customer Information

This topic provides an overview of customer record creation and discusses where to:

  • Enter identifying customer information.

  • Enter address and phone number information.

  • Enter billing information.

  • View and add related contacts.

  • Enter PeopleSoft Pay/Bill Management credit information.

  • Enter additional PeopleSoft Pay/Bill Management credit information.

  • Attach files to customer records.

There are additional customer pages in the PeopleSoft Financials database that are useful for adding or editing customer information. For example, you can set up additional customer attributes, such as tax or value added tax (VAT) information, using the PeopleSoft Financials core components.

To perform the previous tasks, refer to the product documentation PeopleSoft Order to Cash Common Information.

See Adding General Customer Information.