Oracle Customers Details
Oracle Customers Details
Create Profile
Classes
Perform
Collections
Objectives
– Define the features enabling you to enter and
maintain party and customer account information
– Create profile classes and assign them to
customer accounts
– Create and maintain party and customer account
information
– Enable customer account relationships
– Merge parties and customer accounts
– View party and customer account information
– Define setup options
Party Model Overview
Receivables Order Management Projects CRM
Owned by
Oracle Receivables
Shared with
Oracle Projects
Trading
Community
Architecture
(TCA) Oracle CRM suite
Party Model
Location
Party
Contact Point
Party site relationship type
Parties
Party
Organization Person relationship
Party role in
relationship
Party
relationship
Party relationship
site
Party Model and Relationships
– Models inter and intra company relationships
– Supports party defined relationships
Phone Company *
Marla
(Customer)
Assign profile
Create customer Enter party
classes to customer
account profile information
account
classes
• Net 30
• 100,000 Credit Limit
• Monthly Statements
Good Credit
• Net 90
• No Credit Check
• Quarterly Statements
Excellent Credit
Profile Class Characteristics
Credit/ Invoices and Payment
Collections Statements promptness
• Net 30
• 100,000 Credit Limit
Good Credit • Monthly Statements
• Net 90
• No Credit Check
Excellent Credit • Quarterly Statements
Required Customer Profile
Setup Steps
•The following setup steps are required for
implementing customer profile classes:
– Collectors
– Payment Terms
Collectors
Payment % of Discount
Schedule Allowed
Last Day
of the Month
option
Credit Check
Check box
Optional Customer Profile Setup
Steps
•Some setup steps may be helpful to
define prior to implementing Customer
Profile Classes:
– Customer Profile Lookups
– Statement Cycles
– Dunning Letters and Sets
– AutoCash Rule Sets
– Grouping Rules
Demo
•Classifications for
Pricing and Reporting
Bill To
Bill To Bill To
Ship To Ship To Ship To Ship To
Correct errors
with SQL*Plus
Customer Interface
Execution Report
Using Standard and Quick Entry
Organization/Person *
Telephone Contacts
Classification Addresses Marketing
numbers
Payment Relationships
Profile Bank
method
class accounts
Business
purpose
* When using forms to create an Organization/Person
A Party is automatically created.
Using Standard and Quick Entry
Addresses
Payment Characteristics
Telephone
method Business Contacts
numbers
purpose
Profile
Bank class
accounts
Accounting
Details Order
Management
information
Differences Between Standard
and Quick Entry
Function Standard Quick
Use a check box to assign business
purposes quickly to an address
Bill-to and Ship-to can be linked
Identify business purpose as primary
Location code can be named
Ability to update Business Purpose
Tabs
Required Setup Steps for
Customers
•The following setup steps are
required for implementing
customers:
– System Options
– Profile Options
– Profile Classes
Profile Options
Reciprocal Nonreciprocal
A B
A C
B C
Demo