Approving Registrations from the Portals

  1. Open the Unit Registration Posting form.
  2. Assign a customer or consumer number to a selected registration record using one of these methods:
    • If you know the number to use, in the New Registration section, select the customer or consumer number in the drop-down list.
    • If you don't know the number to use, in the Registration Request section, click Search to find an existing customer or consumer number that coincides with the Registration Request information for this entry. Once found, you can  type the number into the field in the New Registration section.
    • If this registration is for a new customer or consumer, in the Registration Request section, click Add As Customer or Add As Consumer. You can add a new customer or consumer record for this entry, and the new number is automatically entered in the New Registration section.
    Note: In order to add a new customer or consumer record for this entry, you must have a default bank code specified on the Accounts Receivable Parameters form.
  3. Click Post Current. You are prompted to approve.
  4. Click Yes. After the registration is posted, the Customer and Customer Ship To or Consumer and Consumer Ship To fields in the upper grid are updated with information from the registration record. Also, an email is sent to the portal user with notification that the registration has been approved.
    Note: You can add customer or consumer numbers for multiple registration records before posting. In this case, click Post All to post the entries.
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