Related Topics
The Customer ID Map displays the agency’s ID number assigned by the Collector Administrator.
Use this function to assign your accounting system Customer ID to a specific agency ALC. Mapping your Customer ID to an ALC supports invoice record eFile upload and PO and Payment download mapping and posting. You can assign the same Customer ID to multiple ALCs in the same agency account. However, do not assign multiple ALCs to one Customer ID for non-PO based invoices.
To help vendors automate the matching of downloaded data to their ERP systems, the vendor-assigned Customer ID field is included in the PO Batch Download (XML), Remittance Download (CSV), and EDI 850 PO Batch Download.
Only the Collector Administrator can update this page.
|
Field Name |
Description |
|---|---|
|
Existing Map Entries |
|
|
Customer ID |
Displays the Customer ID from the Collector user's ERP system. |
|
ALCs |
Displays the ALC and Agency name. |
|
New Map Entries |
|
|
Customer ID |
Enter a vendor assigned identification number for your agency; up to 80 characters. |
|
Available ALCs |
Select available ALCs and agencies. |
|
Selected ALCs |
Displays the ALCs and agencies selected. |
|
Customer ID Audit Trail |
|
|
Date |
Displays the date that changes were made to the Customer ID Mapping page. |
|
Activity |
Displays the type of activity taken by the Collector Administrator. |
|
User |
Displays the Collector Administrator User ID. |
|
Comment |
Displays the information about changes made to the Customer ID Mapping page. |