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 definitions:

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 Description: searchicon.

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 Description: searchicon.

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 Description: searchicon.

Zip

The zip code for this PDP customer's address. Existing postal zip codes may be retrieved from the lookup Description: searchicon.

Country

 

The country for this PDP customer's. Existing countries may be retrieved from the list or from the lookup Description: searchicon.

Active Indicator

 

Indicates whether this customer profile ID is active or inactive. Remove the check mark to deactivate ID.

 

More:

Customer Check/ACH Tab