5.2.2 Create a New Non-Student (General-GAR) Account
Policy Statement
A General Accounts Receivable (GAR) customer account must be established in Banner Accounts Receivable (Banner AR) before receivable transactions can be processed. The Banner AR customer account record is used to:
- Track charge and payment history
- Verify customer contact information
- View assessed finance charges on late payments
- Manage delinquent accounts
The Federal Trade Commission (FTC) Identity Theft Red Flags Rule requires that all personally-identifying information related to customer accounts must be safeguarded against the possibility of identity theft.
Reason for the Policy
Proper establishment of GAR customer accounts in Banner AR before a receivable transaction can be processed.
Applicability of the Policy
All receivable transactions.
Procedure
To create a new GAR account:
If Accounts Receivable Operations (ARO) discovers an existing GAR customer account while processing requests, ARO will email the existing account number to the unit. ARO will not create a second GAR for that customer.
- To ensure that the customer account does not already exist, use the query function to search Banner AR. Consult the Accounts Receivable Processing Welcome Kit for detailed instructions.
- If a customer account does not exist, complete and submit a GAR Account Creation Request form.
- ARO creates the account in Banner, assigning it a unique nine-digit customer account number beginning with "@" that identifies it as a GAR account. ARO will send the unit the new account number by email.