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How do I add a new Accounts Receivable customer?

To add a new Accounts Receivable customer in the PeopleSoft Financial System follow the steps outlined below:

  1. Go to MyPack Portal.
  2. Click on the NavBar: Navigator.
  3. Click on Financial Systems > Customers.
  4. Click on Customer Request.
  5. Click on Add a New Value.
  6. Select New Customer from the Request Type drop-down menu.
  7. Fill in the required fields.
  8. Click on the “I Agree” box.
  9. Click on Save.
  10. Review the entered information and click on Submit.
  11. At the prompt “Are you sure you want to submit the request for approval?”, click on Yes.
  12. Once submitted, a Customer Request ID will be displayed and the Approval Workflow will show the next level of approval.



Updated on November 13, 2020

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