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Introduction:
As discussed under Project Organizations, a Unanet Project Organization represents the customer for direct or billable projects. A Unanet Customer Profile for a Project Organization is associated with individual Unanet Legal Entities or with all Unanet Legal Entities.  

Description: 
After an Organization is created, it can be designated in the Customer Profiles menu option as a customer of "All Legal Entities" or as a customer of selected legal entities (see screenshots below). Recall that a legal entity is an organization within Unanet under which a separate set of books is maintained. For projects where the GENERATE UNANET INVOICE box is checked (Billing > Invoice Setup > Setup tab), the Project Organization must be
 a Customer of the Legal Entity of that project's Project Owning Organization. An organization can be specified as a customer for one, many, or all Legal Entities.  

User-defined fields are also available on the customer profile.

If importing Customer Profiles: If this is a customer for ALL legal entities, you may leave the legal_entity_code value in the import template BLANK, in which case it will default to All legal entities. If this is a customer for a specific legal entity, then populate that legal entity in the import file.

Note that an internal organization can also be set up as a Customer.

Best Practices: 
Determine in which legal entities the organization should show up as a customer.

Multiple customer profiles may need to be created if the customer is associated with a subset of legal entities, if there are variances in payment terms, or if there are any Customer Profile user-defined fields specific to a legal entity.

Navigate to Organizations > List > List tab > Edit Pencil Icon > Customer Profiles > +Customer Profile.





Additional Information

Help Docs - Customer Profile



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