Overview
This document serves as a general guide for searching customers in Oracle
Critical Concepts
- Review Customer Name, Account Number, Sites, and Invoice Delivery Method for customers
- Further account details are populated accordingly: Description, Status, Address, Collector, Contact, etc.
- One Account may contain multiple Sites for different purposes i.e. bill-to, ship-to, dunning, statements
Steps to Take
1. Open the Business Analytics Hub
2. Select the Budget & Finance tab
3. Select the Central Office Panoramas tab > FinOps Analytical Dashboard > click on Launch
4. The UCSD-DSH FinOps Analytical Dashboard opens to the List of Reports tab > select Customer General Information
5. Enter search values for Customer Name, Customer Registry ID, or Account Number and click Apply to generate specified search
6. Account details will be populated in the Panorama
Customer General Information:
Customer Address Information:
Customer Contact Information:
If you still have questions or need additional assistance, please submit a ticket