Overview
This article answers frequently asked questions regarding customer accounts in Oracle, and also provides a comprehensive list of articles regarding the CIPERB (Customers, Invoices, Project Expenses Report & Billing) application.
- In Oracle, invoices are sent to customers and payments are sent to Suppliers.
- A Customer is a person or business that UCSD needs to bill for services that UCSD provided.
- A Supplier is a person or business that provided UCSD with a service that UCSD needs to pay the business for.
- If a supplier account is required instead, please use PaymentWorks.
CIPERB is a new tool that will provide full functionality for individuals to manage customers under the Accounts Receivable module in the OFC application. Customer data created and updated via CIPERB will be updated real-time in Oracle to improve customer experiences and increase operational efficiency (reference Blink page CIPERB: Customers, Invoices, Project Expenses Report & Billing for full details).
FAQ's
Q: What is a customer?
A:
- Customers receive invoices.
- Customers pay for goods and services provided by UC San Diego.
Q: How do I request a new customer in Oracle?
A:
- Access the campus-user application CIPERB to create Parties and Customer Accounts as needed.
- Utilize KBA KB0035096 on How To Use The CIPERB Application For Customer Accounts In Oracle
- Utilize KBA KB0035155 on How to Request CIPERB Roles to Create & Edit Customers (Parties)
- Utilize KBA KB0035154 on How to Request CIPERB Roles to Create & Edit Customer Accounts (Not Parties)
Q: How do I add a new address or request other changes for a customer in Oracle?
A:
- Utilize KBA KB0035096 on How To Use The CIPERB Application For Customer Accounts In Oracle
- A customer account may have more than one address or contact associated with the account.
Q: Were existing customers from ISIS imported into Oracle?
A:
- Yes, most customer accounts were migrated into Oracle.
- In most cases, the old account # was used as the account description.
- To view customers in Oracle, select Tools > Financial Reporting Center > use the Customer General Information Report