Description

Customer

Identifies a customer for billing purposes.

Collection Activity Type

Defines various steps taken to collect on outstanding invoice balances from customers, used on the Contracts & Grants Collection Activity document.

Collection Event

Facilitates editing of existing collection events to correct errors or add information. 

Cost Category

Defines the categories used to group expenditures on invoices generated for cost reimbursable Awards, and assigns object codes to the categories.

Customer Address Type

Distinguishes between primary and alternative addresses for customers. A customer can only have one primary address but can have many alternate addresses.

Customer Invoice Item Code

Sets up identifiers for default information for items or services being invoiced in the Accounts Receivable Customer Invoice document.

Customer Type

Categorizes various business types for customers (Individual, private business, etc.)

Dunning Campaign

Defines a series of progressively stronger letters sent to customers asking for payment of past due invoices.

Dunning Letter Template

Defines the letters used in each dunning campaign, and provides a means for uploading the templates used to generate the dunning letter pdf files.

Invoice Recurrence

Creates a recurrence record for existing customer invoices so that future invoices will be automatically created based on the recurrence details in this maintenance document.

Invoice Template

Defines the invoice formats and, if restricted, the orgs that can use them.  Also provides a means for uploading the templates used to create the invoice pdf files.

Method of Invoice Transmission

Defines the ways an invoice can be sent to a customer (by email, through the mail).

Milestone Schedule

Defines the schedule of events that are billable for Awards that are set up with the invoicing option of milestone, along with the associated amounts and estimated completion date for each event.

Organization Options

Defines invoice and remit-to information for an accounts receivable billing organization. It also links the billing organization to a processing organization that is defined in the System Information table.

Organization Accounting Default

Defines accounting defaults for an accounts receivable billing organization.

Payment Medium

Defines payment types (check, credit card, etc.) for use on the Cash Control document.

Predetermined Billing Schedule

Defines the schedule of dates and associated amounts that are billable for Awards that are set up with the invoicing option of predetermined billing schedule.

System Information

Defines data specific to each accounts receivable processing organization.