Page 10 - Participant Guide - Unanet GovCon Using Accounts Receivable

Configuration

AR Configuration: The Unanet role of AR Admin can add and modify:

• Organizations
• Bank accounts
• Payment methods

Organizations

Customer Organization - Any entity you intend to receive payments from will need to
be defined in Unanet as a Customer Organization.
• A Customer may represent an individual or a company.
• There is no attribute on the Organization entity that designates it as a Customer
Organization, but rather, associating an organization via the Customer Profiles
screen is where you will define the Legal Entities to which the current
organization is to be considered a Customer

Payment Terms in Unanet are associated with both payments to vendors and
payments from customers so that payments are made and received within a reasonable
period of time. The invoice’s due date, discount date, and discount amount is calculated
based on these terms. Discount Terms may be set in order to accelerate cash
collections and to receive discounts

Activity 1.2 Verify Customer Organization Profiles
Log-in as Parker Poster (AR Admin) – pposter / welcome

Activity Steps
1. View Customer Org to confirm a Customer Profiles exists
a. Navigate: Organization > List
b. Filter the Search criteria using the info below:
• ORGANIZATION TYPE Customer
• COLUMN OPTIONS Show Customers

2. List results to Verify if a Customer Profile exists for Customer Organizations.
Note if a checkmark is under the Customer column, a profile exists.
Answer the question below:
Question: Answer

Are there any Customers that do NOT have a Customer
Profile?

LESSON 1: ACCOUNTS RECEIVABLE (AR)
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