Instructions (Any incomplete forms WILL BE REJECTED)

Send your completed form to UKCustomerMasterDataTeam@xerox.com

Use this convention in the title of your email - CUSTOMER NAME - Your name
Please ensure you allow a MINIMUM of 72hrs for your request to be actioned
The 15 digit Account ID can be seen in the URL line when you are on the Account page in Xist:

Please use the address boxes as follows:

Street 2 Enter House,Building, Hospital, Unit, Department or School Name (if Council is
House Number Enter Road, Street or Building NUMBER only
Street Enter Road, Street Name or Square
Street 4 Enter Business Park, Industrial Estate, shopping centre, University Campus Nam
Street 5 Enter subtown, ie Caversham, Dunnington

ESTABLISHMENT REQUEST Version 1.0 August 2013

To be sent to: UKCustomerMasterDataTeam@xerox.com
Request
15 / 18 Digit Account ID
Type

Account Name

Legal Business
Name

Tradestyle
Street 2
Name

Only
complete if
different to
Legal
Business
Name

Enter House,Building,
Hospital, Unit,
Department or School
Name (if Council is in
Legal Business Name)

Use drop
down
menu to
select

MUST BE COMPLETED

New Estab

ExxonMobil Great Britain

https://xerox.my.salesforce.com/006D000000QkOpR

ExxonMobil Great Britain

ExxonMobil House

New Estab

ExxonMobil Great Britain

https://xerox.my.salesforce.com/006D000000QkOpR

ExxonMobil Great Britain

ExxonMobil House

MUST BE
Exactly as shown in Xist
COMPLETED

House
Street
Number

Street 4

Enter
Business
Park,
Enter Road,
Industrial
Street or
Estate,
Enter Road, Street Name or
Building
shopping
Square
NUMBER
centre,
only
University
Campus
Name or
Ermyn Way Leatherhead
Airport Name
Ermyn Way Leatherhead

Street 5

Enter
subtown, ie
Caversham,
Dunnington

** FOR DATA TEAM USE ONLY

City

Postal
Code

Country Company Reg VAT

Bill To
Code Number
Number

Complete for
ie: GB, IE, contracting
Enter
MUST BE COMPLETED
GG, JE, FR, party only
Postal Code
DE
(Unless Public
Sector)
Surrey

KT22 8UX

GB

Surrey

KT22 8UX

GB

Optional

Ship To

Payer

Equipment Service
Contracting
Rebate
Rebate
Party
Recipient Recipient

Use drop
Use drop
Use drop
Use drop
Use drop
down menu down menu down menu down menu to down menu
to select
to select
to select
select
to select

Bill To

Ship To

Use drop
down menu
to select

Source
System ID

Parent
Order
Credit
Taking
Agency
Territory
ID

Order
Source System
Taking
ID
Territory

Parent
Credit
Agency ID

Global
Graydons PROFINA Ultimate
ID
NCE ID
Duns
number

Credit
Agency ID

Global
PROFINANC Ultimate
E ID
Duns
number

**

FOR DATA TEAM USE ONLY **

Headquar
ter
Parent
Duns
number

Dom
Ultimate Duns
Duns
Number
Number

Subsidiar Business
Hierarchy
Street
Street
y
Structure
Code
Address1 Address 2
Indicator Code

Headquarte
r Parent
Duns
number

Dom
Ultimate
Duns
Number

Hierarchy
Code

Duns
Number

Subsidiary
Indicator

Business
Structure
Code
ExxonMobil
House Ermyn
Way
Leatherhead
ExxonMobil
House Ermyn
Way
Leatherhead

Request Type

Roles

New Estab

Bill To

Change to existing Estab

Ship To
Payer
Contracting Party
Equipment Rebate Recipient
Service Rebate Recipient