CIPERB: Customers, Invoices, Project Expenses Report & Billing

• In Oracle, invoices are sent to customers, and payments are sent to Suppliers.
• A Customer is a person or business that UCSD needs to bill for services that UCSD provides.
• A Supplier is a person or business that provides UCSD with a service that UCSD needs to pay the business for.
• If a supplier account is required instead, please use PaymentWorks.

Customer: A party, an organization, or a person, with whom you have a selling relationship. This selling relationship can result from purchasing products and services or negotiating terms and conditions that provide the basis for future purchases.

Customer Account: A customer account represents the attributes of the business relationship that a customer can enter into with UCSD. The account has information about the terms and conditions of doing business with UCSD.

You can create multiple customer accounts for a customer, to maintain information about different categories of business activities. For example, to track invoices for different types of sales, you can maintain an account for sponsored research, service agreements, consulting services, etc.

Contact: A person who communicates for or acts on behalf of a customer or customer account. Contacts are added at the customer level internally and can be assigned at the account or address/site level. Multiple contacts can be added.

Sites/Addresses: A site is where the customer is physically located. Party sites are added internally at the customer level but created at the account level. An account site is a customer site used in the context of an account. Multiple sites can be added under an account.

The following primary roles will be defined for CIPERB application:

1. CIPERB_MANAGE_GP_USER + CIPERB_MANAGE_CUSTOMER = Manage Customer & Others Customers (Parties and accounts) (GP Super User)
2. CIPERB_MANAGE_GP_USER + CIPERB_MANAGE_CUSTOMER_ACCT  = Able to add/edit Other Accounts

To request CIPERB access, please use the Oracle and Concur Role Requests Form selecting one or more of the role names.

KB0035096 - How To Use The CIPERB Application For Customer Accounts in Oracle

KB0032971 - How to Search for a Customer

CIPERB Overview

1. Homepage defaults to the Dashboard and provides ability to toggle between light & dark themes  
2. When performing searches, select the Customer Type (Organization or Person) prior to conducting the Search                                
3. When editing customer accounts, the Organizational Chart View and the Explorer View on the left-hand panel provide a flowchart for customer account details