This article will show you how to create a Customer in Oracle Fusion Applications.
First, navigate to Receivables > Billing
from your Welcome Springboard:
On the Billing screen, click on the Task Panel, and click on the "Create
Customer" function:
Fill up the required fields such as:
·
Customer Type - You have two options: Organization or Person. Choose
Organization if this Customer is an Entity, and Person if this Customer is a
direct individual.
·
Name -
The Identifying name of the Customer
·
Registry ID - This is the Auto generated Customer ID as based on the Trading
Community Architecture
·
Account Number - This is the Auto generated Customer Number that Oracle
uses internally
·
Account Type - You have two options: External (for external customers) or
Internal (usually used for Subsidiaries)
On the Address section, fill up the fields
such as Site Name and the appropriate Address.
On the Address Purpose section, make sure to
add the "Bill To" and "Ship To" purpose as these are the
two most important purpose of a Customer Site.
Click on "Save and Close" to save
your work.
To review and edit your inputs, you may search
your newly-created customer from the "Manage Customers" screen:
Go to the Customer's Site and on the "Profile History" tab, click on
the "Create Site Profile" button:
On the "Create Site Profile" screen,
choose the appropriate Profile Class to auto-populate most of the fields on the
Customer, and change other fields that are not applicable. Click on "Save and Close" to save your work.
