Updating your Local Unit Information/Transaction Types

When a local unit is initially set up to process invoices through Oracle Receivables, the unit is assigned a Transaction Type (TT) based on the tub and billing unit (e.g. DINE (tub)-DUDLEY( billing unit). The Transaction Type determines your default coding when entering invoices setting the default values for tub, org, fund, activity, sub-activity, and root.

The Transaction Type also records the local unit contact name and telephone number that you would like published on the individual invoices and with each listed transaction on the monthly statements. The telephone number listed should be the number you wish to have your customer call with questions. Customer service contact names should be updated with the Central Accounts Receivable office so that we may contact you as necessary.

If the telephone number, local unit name, or contact representative that should appear on the invoice/statement has changed, please use the Transaction Type Setup and Maintenance Form to update. Upon completion this form should be e-mailed to AR_setup@harvard.edu.

If you no longer require access to the AR system