ࡱ > @ s- bjbjVV D; r< r< " 2 2 2 2 $ " * B 5 $ $ R Q @ 5 2 2 K x x x 2 8 x x x j x 6 Q 4 x a 0 x X x 2 2 2 2 x ( 4 - x ; G d h Purpose Use this procedure to setup Business Categories. Business Categories are used to categorize Accounts Receivable information for Aging Report generation (Occupancy Leases and Railroad Leases are examples of Business Categories for DOT).The Team Member pages in Core-CT are used for Business Category setup. Business Category is a required field when entering customer information.This field defaults in on the Bill Header once a customer is selected.Business Categories have been configured as part of the Accounts Receivable Implementation. Billing Processors and/or Receivables Processors are responsible for adding new Business Categories and maintaining existing Business Category information. To edit an existing Business Category, click INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\correct_history_button.gif" \* MERGEFORMATINET or click INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\plus_sign.gif" \* MERGEFORMATINET on the Support Team Member page to add a new row and update the appropriate field information after searching for and selecting the value. To discontinue using a Business Category, click INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\correct_history_button.gif" \* MERGEFORMATINET or click INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\plus_sign.gif" \* MERGEFORMATINET on the Support Team Member page to add a new row and select Inactive using the Status drop down list after searching for and selecting the value. Procedure 1. Begin by selecting Set Up Financials/Supply Chain C o m m o n D e f i n i t i o n s T e a m M e m b e r s T e a m M e m b e r P e r s o n a l D a t a t o d i s p l a y t h e T e a m M e m b e r P e r s o n a l D a t a S e a r c h p a g e . 2 . C o m p l e t e t h e F i n d a n E x i s t i n g V a l u e o r A d d a N e w V a l u e t a b . E n t e r t h e S e t I D a n d B u s i n e s s C a t e g o r y I D ( T e a m M e m b e r f i e l d ) t o d i s p l a y t h e Member Data page. The SetID is your Business Unit.If you are adding a new value, type a Business Category ID in the Team Member field that will easily identify the Business Category. Member Data INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\member_data_tab.gif" \* MERGEFORMATINET 3. Type the Name of the Business Category. 4.Click the Member Commission tab to display the Member Commission page. Member Commission INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\member_commission_tab.gif" \* MERGEFORMATINET 5.Select Sales in the Team Member Type Code field. 6. Click the Member Address tab to display the Member Address page. Member Address INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\member_address_tab.gif" \* MERGEFORMATINET 7.Select a value in the Address Type field. 8. Leave the defaults in the other fields. 9. Click INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\save.gif" \* MERGEFORMATINET .The Business Category ID (Team Member ID) you created can now be selected on the Support Team Members page. Steps 10 - 18 will guide you through setting up the Business Category ID that can be selected on the Miscellaneous General Info page w h e n e n t e r i n g c u s t o m e r i n f o r m a t i o n . 1 0 . S e l e c t S e t U p F i n a n c i a l s / S u p p l y C h a i n C o m m o n D e f i n i t i o n s T e a m M e m b e r s S u p p o r t T e a m M e m b e r s t o d i s p l a y t h e S u p p o r t T e a m M e m b e r s S e a r c h p a g e . 1 1 . C o m p l e t e t h e F i n d a n E x i s t i n g V a l u e o r A d d a N e w V a l u e t a b . E n t e r the SetID and Business Category (Support Team Code field) to display the Support Team Members page. The SetID is your Business Unit. If you are adding a new value, type the Business Category ID (Team Member ID) that you entered in step 2 in the Support Team Code field. Support Team Members INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\support_team_members_page.gif" \* MERGEFORMATINET 12.Type 01/01/1900 in the Effective Date field. 13. Leave the default of Active in the Status field. 14.Type the Description for the Support Team (Business Category). 15.Type the Short Description for the Support Team (Business Category). 16. Select the Business Category (same value that you entered in steps 2 and 11) in the Team Member field. There should be a 1:1 ratio of Team Member to Support Team Member, meaning the Team Member that you select must match the value in the Support Team Code field. 17. g h i j q & ' . / 8 9 ; O * , H J ȸȸȸȸȸȸȸȸyyy hL 5CJ OJ QJ \aJ jN hL CJ OJ QJ UaJ j hL CJ OJ QJ UaJ j^ hL CJ OJ QJ UaJ j hL CJ OJ QJ UaJ hL CJ OJ QJ aJ hL hL 5CJ OJ QJ \aJ 0j hf 5CJ OJ QJ U\aJ mH nH u/ / 9 } : I 0 [ L x % L gdL d d [$\$^ gdL P- r- y z { | } % 3 9 : H I J / 0 2 Z [ ] d ᾶٮ j9v hf UhL OJ QJ hL 5OJ QJ \ jD@ hf Uj hf Uj hL UhL hL CJ OJ QJ aJ hL 5CJ OJ QJ \aJ >d e a v J L R b 4 \ ^ j v x K _ $ % & K L O , !, ", %, ,, -, , ııığ Uj hL Uj hL UhL 5CJ OJ QJ \aJ hL hL 5CJ OJ QJ \aJ jy hL CJ OJ QJ UaJ hL CJ OJ QJ aJ j hL CJ OJ QJ UaJ > ", O- P- p- q- r- s- gdN d d [$\$^ gdL Type 001 in the Priority field. 18. Click INCLUDEPICTURE "M:\\WLA\\FIN_WLA\\eng\\wla\\applets\\content\\default\\peoplesoft_billing\\job_aids\\billing_job_aid_procedures\\images\\save.gif" \* MERGEFORMATINET . 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