Customer Number Tab

The Customer Number tab collects information about numbers the vendor uses to identify your institution. Multiple customer numbers may exist for the same vendor and they are specific to a chart and organization.

Description: Wor85C3

Customer Number tab definitions:




Customer Number

Required. Enter the number this vendor uses to identify your institution or organization as a customer.

Chart Code


Required. Select the chart this customer number should be associated with from the Chart Code list or select it from the Chart lookup Description: searchicon.

Organization Code


Optional. Enter an organization code to associate with this customer number or select it from the Organization Code lookup Description: searchicon.

Active Indicator


Required. Select the check box if the customer number is active. Clear the check box if it is inactive.

After entering a customer number, click Description: tinybutton-add1 to add it to the document.

Note: For more information about adding multiple contracts, see 'Collections'.


Contracts Tab