Agency merged into Customer

Overview

To simplify creating customers for Contracts & Grants Billing, the Agency document has been merged into the Customer document.

Agency and Agency Type documents have been removed.
Customer was changed as follows:
- New field Record Type was added to identify Customers as Customer, Sponsor or both (Customer/Sponsor).
  - This field is required.
  - When set to Customer or Customer/Sponsor, Customer Address is required.
  - Record Type Code was added as a qualification to the Accounts Receivable Manager route node so that different Record Types can be approved by different users.
- Full Name was moved from Agency to Customer
- Address 3 was added to Customer
- When CBG is turned on, State Indicator and Dunning Campaign fields will display.
- The following fields were moved to the Address section
  - Email Address
  - Phone Number
  - Fax Number
  - Contact Name
The following documents were modified to access Customer in place of Agency
- Asset - Owner field goes to Customer
- Award
- Milestone Schedule
- Predetermined Billing Schedule
- Contracts & Grants Invoice
- Award Balances Report
- Collection Activity Report
- Contracts & Grants Aging Report
- Federal Financial Report
- Ticklers Report
- Generate Dunning Letters
- Routing Field Configuration added the following fields:
  - Full Name
  - Dunning Letter
  - Record Type will be added in a future release
Customer CSV and XML uploads have been updated to reflect the changes
Parameter FEDERAL_AGENCY_TYPE was changed to FEDERAL_CUSTOMER_TYPE and moved to Effort Certification.