Finance maintains data in customer records
Finance must maintain and modify many areas of customer records. Therefore for many customer record changes, you will need to contact Finance. Once the changes have been made in the Finance system, the information is changed in Vantive during the nightly interface.
New customer records are created by Finance.
The following is a list of customer record changes which must be processed by Finance:
For information on updating shipping and billing information,
click here.
For information about updating a field in Vantive, see document
18010 — How to update fields in Vantive.
Customer name changes are maintained in the Finance system based on information provided in the customer's license agreement. If a customer's name has changed because they have merged with another company or have simply changed their name, PeopleSoft must be notified prior to the change being made in the system.
To request a name change, the customer must
send a letter approved by Legal to Sandi Dorkin in Finance with a copy sent to the Account Manager. The customer should state that all reference to the
old company name should be changed to the new company name and why.
Once the letter has been received by Finance, the name change will be processed in the Finance system. The change will be reflected in
Vantive the following day after the nightly interface has successfully completed. Every Friday, a process runs to update the customer name in the Status Reports in CSv2 which reflect the old customer name.
Note: If the customer name is correct on the license agreement, but incorrect in Finance and Vantive, you will need to work with Sandi Dorkin to update the Finance system which will update Vantive.
Click here to return to the beginning of this document. To update Project Account Manager, use Vantive.
For information about assigning a Project ID, see document
18072 — How to assign a Project ID in Vantive.
To request an
additional Project ID for a customer, or
changes in description or
status changes to a Project, please contact one of the following people:
A
project deletion is only done if the project was created in error. Please contact
Sandi Dorkin.
Your customers' PeopleSoft Web Administrator can update their organization's shipping and billing information with an easy-to-use on-line form. This will help us serve them faster by ensuring that we have their most up-to-date data. Users can access this form 24 hours a day, seven days a week to add or update:
Direct customers to this form under Your Profile on Customer Connection. Once submitted, updates will be reflected in our system within two business days.
Please note: Beginning July 15, 2002 only requests submitted by PeopleSoft customers will be accepted. We will no longer process internal requests for customer data changes. For more information: Contact Vonne Kehn at (925) 694-7130
Click here to return to the beginning of this document.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002
All rights reserved.
Created: dcb 06/25/1998
Revised: amq 06/06/2002