Self Service depends on the SARA Receivables company information to provide data to display on the Self Service customer portal.
Each company can have a different setup, including:
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Company Name
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Company logo
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Company email address
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Address line, city, state and zip
There are 3 levels of the setup:
Level 1 - Defaults are found at Site Options
(Admin Settings & Utilities Site Options)
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Site Options - Main tab:
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Company name, syncing in from the account system or ERP
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Primary address and Phone
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Logo
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Mail Settings tab - default email address
Level 2 - Company Master File, Display Company ID
(Admin Master File Company)
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Company Name: Display Company ID, if field not populated, default back to Site Options, ERP Company Name
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Logo: Company Logo, if not uploaded default back to site options
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Company address and phone: Site Options
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Email address: Company mail settings, if not set, default back to site options
Level 3 - Company Master File, Remit to address
(Admin Master File Company)
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Logo: Company Logo, if not uploaded default back to site options
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Company address and phone: Remit to Street Address Line 1, City, State and Zip, Phone
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Email address: Company mail settings, if not set, default back to site options