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Steps

What you need to do

How to do it

1Add/Change an Account Number
  1. If it isn't already open, press Show next to the Edit TEMProfile tab.
  2. If you already know the account number, then under the Default Accounting heading input the number in the Account Number field and you can skip the next two steps.
2Lookup by Account Name

If you don't know the account number but you know the account name, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above).

  1. In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
  2. Press Search and the results will appear down below.
  3. Under the Account Number column, you will When you find the account number you were looking for're looking for, under the first column (labeled Return Value) select return_value. 
  4. You will be taken back to the TEM Profile page and the account number will be automatically added.
3Lookup by Organization Number

If you don't know the account number but you know the organization/department that is responsible for it, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above).

  1. In the Organization Code field, enter the 4-digit org code and press Search down below.
  2. A list of all accounts for that org will appear in the results below.
  3. When you find the account you're looking for, under the first column (labeled Return Value) select return_value. 
  4. You will be taken back to the TEM Profile page and the account number will be automatically added.

 

When you are done editing your TEM Profile, here's how to save your changes.

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