Title

Description

Customer Number

Display only. A unique, system-generated number assigned to identify each organization as a customer at the time the document is approved.

Customer External ID

Display only. A unique number assigned by KFS as customer number if not assigned by external system to identify each customer.

Customer Name

Required if Customer Last Name and Customer First Name fields are blank. Enter the organization . The textual name that commonly references or represents the customer organization if the customer last and first name is not used. If the customer should be identified by a first and last name, leave this field blank.

Customer Last Name

Required if Customer Name field is blank. Enter the Customer Last Name. If the customer should be identified by a company name or title, leave this field blank and use the Customer Name field.

Customer First Name

Required if Customer Name field is blank. Enter the Customer First Name. If the customer should be identified by a company name or title, leave this field blank and use the Customer Name field.

Customer Source Code

Required. A code which identifies the different sources for Accounts Receivable customers which can be used for importing into the Kuali Accounts Receivable document.

Customer Type

Required. The grouping for the desired type of customer (Individual, private business, etc.). Existing customer types may be retrieved from the list or from the lookup .

Indicates whether this customer code is active or inactive. Remove the check mark to deactivate this customer code. After inactive, a customer may not have any further invoices issued to them; however, payments will continue to be accepted.

Customer Record Add Date

Display only. The date this Customer record was added to the data base.

Last Activity Date

Display only. The most recent date on which any part of the Customer record was changed.

Last Address Change Date

Display only. The date this customer's address was last changed.