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Special Customer Number Issue

Contents

The Special Customer Number Issue transaction is used to enter a new customer number without providing a social security number or FEIN.

Before beginning the Issue Special Customer Number transaction, do the following:

i.	Inquire by name and social security number to be sure a record has not already been established for your customer.

ii.	Clear all information from Keys, by clicking the Clear All button.

To Issue a Special Customer Number

1.	In the Direct command field enter SPECUS, then press Enter. A message appears requesting the Customer Number.

2.	Click the OK button. The Issue Special Customer Number form appears.

IssueSpecCus_1

3.	In the Customer Number field enter a "T" or "A".

4.	Click the Process button. The new customer number is issued. A message appears stating "VERIFY THE NEW T-NUMBER CREATED AND CONTINUE PROCESSING".

Dialog_VerifyTNumber

5.	Click OK to close the dialog. The Issue Special Customer Number transaction forms appears.

6.	In the Full Legal Name field enter the name using the following format:

LASTNAME,FIRSTNAME,MIDDLENAME

If the customer does not have a middle name, you must put in the last comma after the first name like this:

LASTNAME,FIRSTNAME,

7.	Press Tab.

8.	From the Name Type field type I to select Individual.

9.	Press Tab.

10.	From the Reason Code field, select ALTERNATE CUSTOMER NUMBER (AC), or whatever is the appropriate reason for your customer's scenario.

11.	In the Transliteration Code area, for each name indicate whether there are special characters in the name by clicking Yes or No.

12.	In the Customer Description area fill in the required information.

13.	Press Tab.

14.	In the Primary Mailing Address area fill in the required information.

15.	Press Tab.

16.	In the Picture Information area, select Yes next to Send to Camera.

17.	Click the Process button. The customer record is created.