Edit Customer Profile Tab

Core Modules > Pre-Disbursement Processor > PDP Attribute Maintenance E-Docs and Operations > Customer Profile > Document Layout

Edit Customer Profile Tab

This tab contains basic identifying and contact information for this PDP customer. It also indicates the campus where this customer's payments are to be processed.

Edit Customer Profile tab definition

Title	Description
Customer Profile ID	Display only. A system-generated unique number to identify this customer.
Chart	Required. The chart code associated with this customer. Existing charts may be retrieved from the lookup .
Unit	Required. A unit code to identify this customer. Unit codes are free-form and up to four characters in length.
Sub-Unit	Required. A sub-unit code to identify this customer. Like unit codes, sub-unit codes are free-form and up to four characters in length.
Description	Required. A text description of this PDP customer.
Campus Process Location	Required. The campus code identifying the campus on which this customer's payments are normally to be formatted. Existing campus locations may be retrieved from the lookup .
Customer Process E-Mail Address	Required. The primary e-mail address for this PDP customer.
File Threshold Amount	Required. A dollar amount limit for payment file batches from this customer. Payment files over this amount will still load into the PDP but will generate a warning e-mail indicating that the threshold was exceeded.
File Threshold E-Mail Address	Required. The e-mail address to which warning messages should be sent when a customer's batch of payments exceeds the file threshold amount.
Payment Threshold Amount	Required. A dollar amount limit for individual payments from this customer. Payments over this amount will still load into the PDP but will generate a warning e-mail indicating the threshold was exceeded.
Payment Threshold E-Mail Address	Required. The e-mail address to which warning messages are to be sent when a payment exceeds the payment threshold amount.
Primary Contact Name	Required. The name of the primary contact person for this PDP customer.
Address 1-4	The mailing address for this PDP customer. Up to four lines may be entered. Only Address Line 1 is required.
City	Required. The city for this PDP customer's address.
State	Required. The state for this PDP customer's address. Existing state abbreviation codes may be retrieved from the list or from the lookup .
Zip	The zip code for this PDP customer's address. Existing postal zip codes may be retrieved from the lookup .
Country	The country for this PDP customer's. Existing countries may be retrieved from the list or from the lookup .
Active Indicator	Indicates whether this customer profile ID is active or inactive. Remove the check mark to deactivate ID.

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