SAR350: Maintaining Customers


Course Objectives

  • Define customer roles
  • Explain the end-to-end process for Accounts Receivable and Billing and how customers fit into that process
  • List roles involved in the customer maintenance process
  • Enter, copy, and add general information to new customers
  • Update customer information



Delivery Method: On-the-job training – provided by agency.
Note to agency staff:  Please use the Participant Guide to facilitate on-the-job training.  The Participant Guide is located in the Course Materials and Resources section at the bottom of this page.


  • SAGN101: Introduction to SMART
  • SAR150: Introduction to Accounts Receivables and Billing

Required Roles:

  • Agency Customer Creator
  • Agency AR Administrator
  • Agency Billing Administrator
  • Agency AR Configurator
  • Agency Billing Configurator





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