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Oracle Customers Details

The document provides an overview of Oracle Receivables, detailing how to create and manage customer accounts and profiles, including the integration of party information and account relationships. It outlines the necessary setup steps for implementing customer profile classes and discusses the importance of managing duplicate accounts and maintaining accurate customer data. Additionally, it highlights the various entry methods and business purposes for customer addresses within a centralized or decentralized structure.
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0% found this document useful (0 votes)
28 views40 pages

Oracle Customers Details

The document provides an overview of Oracle Receivables, detailing how to create and manage customer accounts and profiles, including the integration of party information and account relationships. It outlines the necessary setup steps for implementing customer profile classes and discusses the importance of managing duplicate accounts and maintaining accurate customer data. Additionally, it highlights the various entry methods and business purposes for customer addresses within a centralized or decentralized structure.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Customers

Oracle Receivables Overview

Create Profile
Classes

Enter Create Print Post


Customers Invoices Invoices Receipts

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

Customer Party Party


forms interface merge
Party
Master
Party Model Tables
Integrating Party Information
Oracle
Order Management

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)

Employee of Spouse of Related to


Business John Digital Image
World (Customer) Corporation

* Company implementing E-Business Suite


Managing Parties

Assign profile
Create customer Enter party
classes to customer
account profile information
account
classes

Review party Eliminate duplicate Create


information information relationships
Party Sites
– Allow multiple organizations or parties to do business
at one location.
– Are global (not specific to operating units).
– Allow you to perform address validation using Vertex
or TaxWare information.
– Have flexible address formatting with seeded and
custom formats.
Customer Accounts
Attributes at party registry level:
• Name
• Street address
• Taxpayer Identification
Big H • Industrial classifications
Denver, Colorado • DUNS number (D & B)
• Parent/subsidiary relationships
• External credit ratings

customer account #A-123 customer account #B-123

Attributes at customer account level:


• Payment terms
• Shipping preferences
• Billing preferences
• Internal credit rating
Profile Classes
• Cash on Delivery
• 20,000 Credit Limit
Poor Credit • Monthly Statements

• 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

• Credit check • Invoice line • Payment terms


• Collector and tax printing • Discounts
• Payment • Statement cycle • Grace days
application • Consolidated
• Dunning letters invoices
• Finance charges
Managing Customer Account
Profiles
• Cash on Delivery
• 20,000 Credit Limit
Poor Credit • Monthly Statements

• 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

Collectors are used in the following windows:


– Customers Profile Classes
– Customers
– Customer Calls
Payment Terms

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

N -> Customers -> Profile Classes


Exercise

Define a New Customer Profile Class


Entry Methods
Import from Enter complete Enter limited
other systems details information

Customer Standard entry Quick entry


interface
Business Issues
CORP
corp
Corporation
•Naming •Automatic or
Conventions Manual
Numbering

•Classifications for
Pricing and Reporting

Bill To
Bill To Bill To
Ship To Ship To Ship To Ship To

•Centralized or Decentralized Address


Structures
Business Purposes

•Each address can have multiple


business purposes.

• Ship-to site • Ship-to site • Statements


• Bill-to site • Marketing • Dunning
• Legal
Multiple Sites and Business
Purposes: Centralized Example
•ABC, Inc. is completely centralized,
and its headquarters handles all
payment procedures.

New York Paris Washington, D.C. Chicago


Headquarters Ship-to Ship-to Ship-to
Bill-to Marketing
Statements
Dunning
Multiple Sites and Business
Purposes: Decentralized Example
•XYZ, Inc. is completely decentralized, and each site
•handles its own payment procedures .

New York Paris Washington, D.C. Chicago


Headquarters Ship-to Ship-to Ship-to
Ship-to Bill-to Bill-to Bill-to
Bill-to Statements Statements Statements
Statements Dunning Dunning Dunning
Dunning Marketing
Interface Data Entry

External Temporary Oracle


Databases Interface Tables Receivables
Customer Tables

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

•Some key profile options related to


Customers:
– AR: Change Customer on Transaction
– AR: Customers – Enter Alternate Fields
– HZ: Bypass Find/Enter Window
– HZ: Cleanse Fuzzy Key
– HZ: Display D&B button in Customer form
– Default Country
Optional Setup Steps for
Customers
•Some setup steps may be helpful to
define prior to implementing Customers:
– Customer Lookups
– Customer Bank Accounts
– Payment Methods
– Flexible Address Style
Demo

•N -> Customers -> Standard

•N -> Customers -> Quick


Exercise

1) Enter a New Customer Using the Standard Entry Form


2) Enter a New Customer Using the Quick Entry Form
Customer Account
Relationships
Parent Parent Parent Child

Reciprocal Nonreciprocal

A B
A C
B C
Demo

•N -> Customers -> Standard


Exercise

1) Create a Reciprocal Relationship


Merge Parties or Customer
Accounts

AT&T American AT&T Montreal London


Telephone

•Merge parties or customer accounts to:


– Eliminate incorrect data and duplicate
information
– Consolidate site data
– Reflect party or customer account
changes due to business consolidation
Demo

•N -> Customers -> Account Merge


Exercise

1) Perform a Customer Merge


Summary
– 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

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