Oracle Apps R12 - Accounts

Receivable Training

Agenda
Customers
Customer v/s Party
Customer Profile Classes and their
Characteristics
Enter Customers
Reports
Important Profile Options

Customers
A customer is an organization or person with
whom we have a selling relationship. This
relationship can result from the purchase of
products and services or from the
negotiation of terms and conditions that
provide the basis for future purchases.

Customer v/s Party

Party is an entity that doesnt have any selling
relationship with us at present but may have
in future. Party is a prospect customer.
Once the selling relationship is established
between party and us, the party becomes
customer.

Customer Profile Classes

Profile Classes are used to group customers
with similar creditworthiness, business
volume, payment cycles and late charge
policies.

Profile Class - Characteristics

Credit / Collections Credit Check, Credit
Analyst and Collector, Payment
Application, Late Charges
Invoices and Statements Statement Cycles,
Billing Cycles, Balance Forward Bills

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Payment Promptness Payment Terms,
Discounts, Grace Days

Define Profile Class

Receivables Super User Customers Profile Classes

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Updating Profile Class

Dont update existing profiles
Update all profiles
Update all non-customized profiles

Enter Customers
Customers Interface
Bulk Import
Oracle Apps Customers Screen

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Receivables Super User Customers Customers

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New Customer Required?

Customer Reports
Customer Listing Detail / Summary
Customer Profiles Report
Customer Relationships Listing

Important Profile Options

AR: Change Customer on Transaction
AR: Customers Enter Alternate Fields
HZ: Display D&B Button in Customer form
Default Country

Thank you