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Carrier: The name of the freight carrier that your company intends to use to transport items. The system first uses the Ship-To and then the Bill-To freight carrier as the default during transaction entry. You can define freight carriers in the Freight Carriers window.
If you are using the Multiple Organization support feature, you cannot enter a carrier at the customer level; you can only enter a carrier for a customer's Bill To, Ship To, and/or Dunning site. If you are not using multiple organizations, you can assign a carrier to a customer and each of their site uses.
Category: A category that you have previously defined in the QuickCodes window with the QuickCode type 'Categories for Customers'. This field is used for informational purposes only.
Class: A category that you have previously defined in the QuickCodes window with the QuickCode type 'Customer Class'. You can classify your customers by industry, location, or size. If you choose industry, you might want to define classes such as High-Tech, Real Estate, Wholesale, and Retail.
FOB (free on board): The point or location where the ownership title of goods is transferred from the seller to the buyer. Receivables uses the Ship-To FOB and then the Bill-To FOB as the default value when you enter transactions. You can define FOB categories in the QuickCodes window with the QuickCode type 'FOB'.
GSA Indicator:. Indicates whether this customer is a government agency that orders against GSA (General Services Administration) agreements in Oracle Order Entry/Shipping.
Ship Partial: Indicates whether this customer allows partial shipments of orders in Oracle Order Entry/Shipping. You can use this field as a default source for your standard value rule sets for the Ship Partial field in the Sales Orders window.
SIC Code: The Standard Industry Classification (SIC) code for your business. Receivables does not validate this field.
Tax Calculation: If your Tax Method is VAT (value added tax), choose a tax calculation level. Choose 'Line' to calculate VAT for each invoice line. Choose 'Header' to calculate VAT once for each invoice for each rate.
You can only enter a Tax Calculation level 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.
Tax Code: The tax code to assign to this customer. You define tax codes in the Tax Codes and Rates window. You can select any active tax code except those of type 'Location Based Tax'.
If your tax method is Sales Tax and you want Receivables to calculate tax based on your Ship-To or Bill-To address, do not enter a tax code in this field. Instead, open the Addresses window, select either the Bill To or Ship To address for this customer, then choose Open. Enter a Tax Code in the Business Purpose Detail window, then save your work. See: Entering Customer Addresses.
Tax Registration Number: The customer's unique taxpayer registration number. This is also known as the VAT number. The system prints this number on your customer's invoices.
The system provides country-specific validation of the tax registration number. The validation rules are based on the value of the Default Country field in the Systems Options window and the setting of the Default Country profile option. If the value in the System Options window is the same as the Default Country profile option, the system validates the tax registration number based on the rules of your default country. If these values are different, the system performs no validation.
The system validates the tax registration number for the following countries:
Tax Rounding: If your Tax Method is VAT (value added tax) and the Allow Override option in the System Options window is Yes, specify how you want Receivables to calculate your VAT amounts by choosing a Rounding Rule. Choose Up to round tax calculations to the greater amount, Down to round tax calculations to the lesser amount, or choose Nearest to round calculations to the nearest decimal point or integer.
You can only enter a Tax Rounding rule in the Customers window 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.
Type: The type of customer you are entering. Internal is used to track customers within your company while External is used to track customers outside your company. The default is External.
Freight Terms: The freight terms to associate with this customer. Freight terms determine whether the customer is responsible for the freight charges for an order. You can use the Order Entry QuickCodes window to define freight terms.
You can use this field as a default source for your standard value rule sets for the Freight Terms field in the Sales Orders window.
Order Type: The order type you want Order Entry/Shipping to enter as a default value in the Returns window when you enter returns for this customer. Order type determines characteristics of orders such as the order cycle, standard value rules, and demand class. Use the Order Types window to define new order types.
Price List: If you are using Oracle Order Entry/Shipping, choose the name of the price list that you want Order Entry/Shipping to use as the default value in the Sales Orders window when you enter an order for this customer. Receivables does not let you enter this field if you do not have Order Entry/Shipping installed. Use the Price Lists window in Order Entry/Shipping to define and maintain your price lists.
Sales Channel: The sales channel to associate with this customer. Use the Order Entry QuickCodes window to define new sales channels.
You can use this field as a default source for your standard value rule sets for the Sales Channel field in the Sales Orders window.
Warehouse: The standard shipping warehouse to associate with this customer in Oracle Order Entry/Shipping. You define warehouses using the Organizations window.
You can use this field as a default source for your standard value rule sets for Warehouse fields in the Sales Orders window. Oracle Order Entry/Shipping also uses this field as one of the default values for the Warehouse field in the Returns window (the RMA Default Source specifies the priority of the defaults).
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