Page 424 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022

STANDARD OPERATING PROCEDURE Research Administration
SOP No: F002
SOP Title: Adding & Editing Research Customers in Lawson: Adding a New charges in Lawson
3.2.1. Click the drop-down menu next to View Options and select “Customer Group/Customers”. Search until you get to the last customer in the number sequence for the department (this may vary with each department). Once you’ve located the last customer added in Lawson, continue in the same number sequence with the next available number.
3.3. On the Customer Group Address template, the Financial Analyst will add: Customer Group, Customer Number, Name (customer name), Address (billing address), Search Name, PO#, Velos#, and STU #. Additional items including office contact, telephone and Tax ID are helpful to have as a reference but are