ar training customers
DESCRIPTION
Creation of customers in accounts receivables module for Oracle E-Business Suite R12TRANSCRIPT
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Oracle Apps R12 - Accounts Receivable Training
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Agenda
Customers Customer v/s Party Customer Profile Classes and their
Characteristics Enter Customers Reports Important Profile Options
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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.
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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.
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Customer Profile Classes
Profile Classes are used to group customers with similar creditworthiness, business volume, payment cycles and late charge policies.
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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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continue
Payment Promptness Payment Terms, Discounts, Grace Days
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Define Profile ClassReceivables Super User
Customers
Profile Classes
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continue
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continue
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Updating Profile Class
Dont update existing profiles Update all profiles Update all non-customized profiles
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Enter Customers
Customers InterfaceBulk ImportOracle Apps Customers Screen
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continueReceivables Super User
Customers
Customers
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continue
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continue
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continue
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continue
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New Customer Required?
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Customer Reports
Customer Listing Detail / Summary Customer Profiles Report Customer Relationships Listing
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Important Profile Options
AR: Change Customer on TransactionAR: Customers Enter Alternate FieldsHZ: Display D&B Button in Customer formDefault Country
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Thank you
Slide Number 1AgendaCustomersCustomer v/s PartyCustomer Profile ClassesProfile Class - CharacteristicscontinueDefine Profile ClasscontinuecontinueUpdating Profile ClassEnter CustomerscontinuecontinuecontinuecontinuecontinueNew Customer Required?Customer ReportsImportant Profile OptionsSlide Number 21