Additional Fields and Tabs - Agency

When Contracts & Grants Billing is turned on four new tabs will display on the Agency document: 

Customer

The Customer tab connects an Agency with an AR Customer. AR Customers are used when generating invoices. 

Title	Description
Customer Exists?	One value must be selected. Options are: Use Existing Customer A valid AR Customer Number must be entered in the Customer Number field. Create New Customer An AR Customer will be created when the Agency document is Final. No Customer Leave Customer Number and Customer Type blank.
Customer Number	Required when Use Existing Customer is selected.
Customer Type	Required when Create New Customer is selected.

 

Contracts & Grants

The fields in this table are optional and do not drive any functionality in the system. 

Addresses

The Addresses tab is used to populate the Customer address when a new customer is created. Changes to addresses on the Agency do not flow through to the Customer. Address changes have to be done on the Customer. 

The fields in this tab are self explanatory. Validations are as follows:

• At least one Primary address is required. 
• If the Country is United States, State and Postal Code are required; otherwise International Province and International Postal Code are required.
• Address Line 3 and 4 will not transfer to the Customer. 

Collections Maintenance

Both fields in this tab are optional and are used by the Collections functionality to generate dunning letters. 

Title	Description
State Agency	Check this box to indicate that the Agency is a state agency. If this field is checked, parameter STATE_FINAL_DAYS_PAST_DUE is used to determine how many days past due a Final Dunning letter will be generated. If this field is not checked, Parameter FINAL_DAYS_PAST_DUE is used to determine how many days past due a Final Dunning letter will be generated.
Dunning Campaign	The Dunning Campaign associated with this Agency.