What is a Customer in Oracle? How do I Request a Customer Account?

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• Learn how to look up customer accounts
• Submit a request to set up a new customer, or edit an existing customer in Oracle
• In Oracle, invoices are sent to customers and payments are sent to Suppliers
• Use PaymentWorks to set up supplier accounts

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:

• Complete the New Oracle Customer form
• Provide as much information as possible

Q: How do I add a new address or request Other changes for a Customer in Oracle?

A:

• Complete the Edit Existing Oracle Customer form
• 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
   

Q: How do I access the Customer General Information Report in Oracle?

A: 

1. Log into Oracle
2. On the Home Page, select Tools, then Financial Reporting Center
3. In the Search field, enter Customer General Information (ensure the search is under All)
4. Select Customer General Information Report
5. Enter at least one of the search criteria
6. e.g., In Customer Name Between, enter customer name in both fields 
7. Click Apply