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New Customer Request

Before the University provides products or services to a new customer, the customer needs to be approved and set up in the Oracle Financials system.  The requestor must submit a customer request form to the Finance Department. 

To ease the process, we have updated and simplified the Customer Request Form. The updated form is located within the Revenue SharePoint site and access is made available based on your SharePoint permissions.

By utilizing SharePoint, you will be able to track the progress of your customer request without the concern of it getting lost in someone’s email. The simplified form has reduced data entry, easy drop down boxes and pre-populated data that can easily be over written.

The new customer request form is accessible from the Revenue SharePoint site quick link boxes.
Revenue SharePoint Site imageOnce your form has been submitted, an automatic notification will be sent to confirm that the request has been received. Finance will review the request and respond within 3 business days.

New Customer locations can also be submitted on this form. If your customer has requested a change to their current profile, please email the request and documentation to uw-ar-inquiry@lists.uwaterloo.ca.