SAR350: Maintaining Customers
Course Objectives
- Define customer roles
- Explain the end-to-end process for Accounts Receivable and Billing and how customers fit into that process
- List roles involved in the customer maintenance process
- Enter, copy, and add general information to new customers
- Update customer information
Logistics
Delivery Method: On-the-job training – provided by agency.
Note to agency staff: Please use the Participant Guide to facilitate on-the-job training. The Participant Guide is located in the Course Materials and Resources section at the bottom of this page.
Prerequisites:
- SAGN101: Introduction to SMART
- SAR150: Introduction to Accounts Receivables and Billing
Required Roles:
- Agency Customer Creator
- Agency AR Administrator
- Agency Billing Administrator
- Agency AR Configurator
- Agency Billing Configurator