Creating customer representatives, versions released before June 2022

Use this procedure to create a customer representative in Financials versions released before June 2022. Landmark Security is used for the registration, authentication, and authorization of customer representative contacts in the Billing and Receivables portal.

  1. Select Financials > Receivables > Manage Customers > Customer Representatives.
  2. Click Create.
    The Create button is available on Validated, Rejected, and All tabs.
  3. Specify this information:
    Customer Group
    Select a customer group.
    Customer Representative Name
    Specify the name of the customer representative.
  4. On the Primary Contact Information tab, specify this information:
    User Name
    Assign a user name for the customer representative.
    Password/Confirm Password
    Specify a password and retype it to confirm.
  5. In the Primary Contact section, specify this information:
    First Name
    Specify the first name of the customer representative.
    Last Name
    Specify the last name of the customer representative.
    Phone Number/Ext.
    Select the phone country code and specify the phone number/extension for the vendor.
    Email Address
    Specify the email address of the customer representative.
  6. On the Company Information tab, specify this information:
    Dun & Bradstreet
    Specify the Dun and Bradstreet number.
    Tax Id Type
    Select the tax ID type.
    Tax Id
    Specify the tax ID.
  7. In the Related Company Customer section, specify this information:
    Company
    Select the associated company.
    Customer
    Select the associated customer.
  8. In the Mailing Address section, specify this information:
    Country
    Select a country code for the mailing address.
    Street Address
    Specify a street address.
    City
    Specify a city for the mailing address.
    State/Province
    Select a state or province for the mailing address.
    Post Code
    Specify a postal code for the mailing address.
    County/District
    Specify a county or district for the mailing address.
  9. Click Save.
    The Contacts and Comments tabs are now available.