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Entering Customers

The system lets you enter new and modify existing information about your customers. You can enter multiple addresses for a customer and assign a business purpose for each address. You can also define contact people, bank accounts, payment methods, telephone numbers, and relationships for each customer. The system also lets you change a customer's status from Active to Inactive and specify variable tax information.

You can enter as much or as little information about your customers as you want. The only information that is required for a new customer is a customer name, number, and address. If you do not assign a profile class, the system assigns the profile class 'DEFAULT' to each new customer you enter.

The profile option AR: Change Customer Name determines whether you can change a customer's name after saving their information. This profile option is set to Yes by default.

If you are using the Multiple Organization support feature, you cannot enter a salesperson at the customer level; you can only assign a salesperson to a customer site (for example, Bill To, Ship To, and Dunning site). If you are not using multiple organizations, you can assign a salesperson to a customer and to each of their site uses. For more information, see: Using the Multiple Organization Support Feature.

To assign a salesperson to a customer site, see: Assigning a Business Purpose to a Customer Address.


   To view a range of customers:

   To enter basic information for a new customer:

Suggestion: To avoid duplicate customer names, query existing customer names before entering another. For example, to enter a customer called ACME, first query all customers with ACME in their name to be sure this name does not already exist. The Find Customers window lets you view the results of your query as multiple records in the Customer Summary window. You can query customers by name, type, taxpayer ID, class, category, status, or address. To use the Find Customers window, choose Find from the Query menu. You can also search for existing customer names using an alternate name in your query. See: Find Customers Using Alternate Names. If you find duplicate customer names, deactivate the duplicate customer name as soon as possible to avoid using it in data entry. Then, merge the duplicate customers. See: Merging Customers.

Note: To use flexible address formats with the Alternate Name field in the Customer Addresses window, see: Implementing Flexible Addresses for the Address Alternate Name Field.

Note: The system provides country-specific validation of the taxpayer ID number for Italy, Spain, and Portugal. (This number is also known as the NIF.) If you entered either Italy, Spain, or Portugal in the Default Country field of the Systems Options window, and you set the Default Country profile option to the same value, the system validates the Taxpayer ID field based on the rules of your default country. If these values are different, the system performs no validation. For more information, see: Taxpayer ID Validation.

Attention: The Profile Class field in the Customers window (Classification alternative region) and the Customer Summary window is a display-only field. To update the profile class assigned to this customer, use the Profile:Transaction alternative region.

Note: If you are using Oracle Order Entry/Shipping, when you enter an order or a return for this customer in the Sales Orders or Returns window, all sales credits default to this salesperson.

Note: If you do not enter a value in the Reference field, the default value is the customer id. You cannot change this value after you save your work. If you import customers using Customer Interface, Receivables generates a unique customer reference for each customer.

Note: You can only enter Tax Rounding and Tax Calculation values if the Allow Override option in the System Options window is set to Yes. If Allow Override is Yes, the values you enter in the Customers window take precedence over the settings at the system level. See: Tax Rounding System Options.

Note: If you do not have Oracle Sales and Marketing installed, Receivables displays an error message when you save your new customer information. You can prevent this error message from appearing by setting the value of the profile option OSM: Use Customer Keys to No.

Find Customer or Supplier Names By Using Alternate Names

You can look up a Receivables customer name or a Payables supplier name by entering their corresponding alternate name in the Quick Find By Alternate Name window. This can be useful if, for example, you know a customer's alternate name but not their official, business name as it appears in the Customer Name field.

Note: You can enter an alternate customer name in the Customers window only if the profile option AR: Customers - Enter Alternate Fields is set to Yes. See: Entering Customers.

Note: You can enter an alternate supplier name in the Suppliers window only if the profile option AP: Enter Alternate Fields is set to Yes. See: Alternate Names in Payables.

Attention: The Quick Find By Alternate Name window is only available from the Navigator if your System Administrator has added the AR_ARXCUFBA function to your responsibility. See: Oracle Applications System Administrator's Guide.

   To find a customer or supplier name using their alternate name:

See Also


Invoices and Customers System Options

Customer Overview

Customers Field Reference

Assigning Profile Classes to Customers

Assigning Payment Methods

Entering Customers In Oracle Sales and Marketing

Entering Customer Contacts

Assigning Customer Banks

Creating Customer Relationships

Customer Detail/Summary Reports

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