Adding and Updating Customer Accounts in R12

Adding and Updating Customer Accounts in R12

Use the Customer Overview page in R12 to manage details of your existing customers. 

This page has five subtabs:

• Accounts.
• Profile
• Communication
• Party Relationships
• Tax Profile

 

Accounts:

Use the Accounts subtab of the Customer Overview page to view, add, and update the accounts of existing customers.

• view and update an account:
• view and update an account site
• create an account
• create an account site

Customer Profiles:

Use the Profile subtab of the Customer Overview page to add and update the profiles of existing customers.

Tax Registration Number

• The customer’s unique taxpayer registration number, also known as the VAT number.
• Oracle Receivables prints this number on customer invoices.
• Receivables provides country-specific validation of the tax registration number.

Credit Classification

• Displays the credit classification for a particular profile class.

Credit Analyst

• Indicates who is responsible for monitoring the creditworthiness of the account and for assisting in the resolution of credit-related issues.

Review Cycle

• Specifies how often to review the credit status of the customer account. For example, you can specify that the creditworthiness of the account is reviewed each month.

Customer Communication Information:

Use the Communication subtab of the Customer Overview page to enter and update contact information, such as phone numbers, e-mail addresses, and URLs, of existing customers.

Phone Numbers:

• FAX
• MOBILE
• PAGER
• TELEPHONE
• VOICEMAIL

Email Address:

 URLs:

Party Relationships:

Use the Party Relationship subtab of the Customer Overview page to define, view, and update relationships among existing customers (parties), using predefined relationship types and roles.

Note: Relationship types and roles are defined using Oracle Trading Community Architecture Relationship Manager.

Relationship Role: Describes the role that an entity plays in a relationship.