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STANDARD OPERATING PROCEDURE
Research Administration
SOP No: F002
SOP Title: Adding & Editing Research Customers in Lawson: Adding a New charges in Lawson
1. PURPOSE & INTRODUCTION
The purpose of this standard operating procedure (SOP) is to outline the process of Adding/Editing Research Customers in Lawson and adding a new charge in Lawson.
2. SCOPE
The Research Finance Team will add new customers in Lawson for research billing purposes. Lawson is an online system used by the institution in effort to manage key occupational functions, such as the customer profiles, payments, debits, pending invoices, and much more. In Lawson there is also the ability to add new charges for research billing.
3. RESPONSIBILITIES & SPECIFIC PROCEDURE
This SOP applies to Children’s Health Finance group in Research Administration.
3.1. In Lawson, the Financial Analyst will type AR09 in the search bar then click search. This will populate the Customer Group Address (AR09.1) template to add/edit customer information.
3.2. To assign a new customer number for a new study, enter the Customer Group as “CMC”. Click the drop-down menu on the Customer line.
