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Assigning a Business Purpose to a Customer Address

The system lets you add, change, or deactivate business purpose information for a specific address. Since customers can have multiple addresses, business purposes let you describe which functions are performed at a particular customer site. For example, assign a Ship-To business purpose to the address where you ship your goods and a Dunning business purpose to the address where you will send Dunning Letters.

Addresses can have multiple business purposes, such as shipping, billing, or sending statements, dunning letters, marketing collateral, and legal documents. You can also define your own business purposes in the Receivables QuickCodes window. See: Customer QuickCodes.

Note: An address assigned to a Ship-To business purpose is also referred to as a 'Ship-To site', an address assigned to a Dunning business purpose is referred to as a 'Dunning site', and so on.

If you are using the Multiple Organization support feature, you can assign a salesperson to a customer site. If you are not using multiple organizations, you can assign a salesperson to a customer and to each of their site uses. You can also create a centralized statement and dunning site for each customer in a multiple organization environment. For more information, see: Using the Multiple Organization Support Feature.

Types of Business Purposes

Bill To: Send invoices to this address. The Bill-To address can be different from this customer's Ship-To address.

Ship To: Send your goods or services to this address. The Ship-To address can be different from this customer's Bill-To address.

Statements: Send your customer's statements to this address. You can only define one active statement business purpose for each customer. Receivables produces one statement for your Statement business purpose. If you do not define a 'Statement' business purpose, Receivables generates a statement for each of this customer's addresses that is defined as a Bill-To business purpose when you print statements.

Dunning: Send your customer's dunning letters to this address. You can only define one active dunning business purpose for each customer address. The system produces one dunning letter for your dunning business purpose. If you do not define a dunning business purpose, Receivables generates a dunning letter for each of this customer's addresses that is defined as a Bill-To business purpose when you print dunning letters.

Legal: Use this address as the customer's legal site. A legal site is responsible for all government reporting requirements.

Marketing: Send marketing collateral to this address.

The system uses the following hierarchy to determine the order of default values during transaction entry:

Therefore, information that you enter for a customer address overrides information that you enter at the customer level. For example, you define Federal Express as the freight carrier at the customer level and DHL as the freight carrier at the Bill-To level. When you enter transactions, Receivables enters 'DHL' as the default freight carrier.

If you are using Oracle Order Entry, the values you enter here become default values in the Enter Sales Orders and the Returns windows according to the Standard Value Rule Sets you define in Oracle Order Entry. You can override most defaults during order entry. For example, you can set up rules to default payment terms from the values you define for Ship To payment terms, Bill-To payment terms, payment terms defined at the customer level, and payment terms that you define for your price lists.

If you do not wish to deactivate an entire address, you can deactivate a single business purpose for an address. For example, if you have an address with a Bill-To and Ship-To business purpose, and you want to continue billing to - but not shipping to - that address, you can deactivate the Ship-To business purpose for that address.

Prerequisites

   To assign business purpose information to an address:

Note: If you are using the Quick business purpose entry window, you cannot update the location name or number, or make this business purpose inactive or non-primary. To update this information, query this customer in the Customers or the Customer Summary window, then navigate to the Customer Addresses window. Check or uncheck the Active or Primary check boxes as necessary.

   To assign detailed business purpose information to an address:

Note: You might not have access to this window. See: Function Security in Oracle Receivables.

Note: If the bill to business purpose for this address is inactive, AutoInvoice will not import invoices and credit memos that have this as their remit to address.

Note: If your site uses Oracle Purchasing, enter the Internal inventory Location and Organization for your ship-to business purpose. Oracle Purchasing uses the customer site use information to create internal sales orders when you enter an internal requisition for the location. You cannot change the inventory location of a ship-to site if the location is being used on a requisition. Also, you cannot assign the same inventory location to more than one ship-to site.

See Also

Entering Customers

Customer Interface

Customers


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