Entering Customer Contacts
The system lets you enter, add, change, or inactivate information for your customer contacts. You can enter as many contacts as you want for a customer or address. You can also assign a specific customer contact to a business purpose. You can enter multiple telephone numbers for each contact, but you can assign only one primary telephone number.
The system displays contacts in the Transaction and Collections windows. If you defined telephone numbers of type General or Fax for these contacts, these numbers appear in the Phone and Fax fields in the Customer Calls window.
You can also define one or more roles for each contact that you assign to a customer or address.
Prerequisites
To enter a contact for a customer or address:
1. Navigate to the Customer Summary or the Customers window.
2. Query the customer for which you want to enter contact information.
If you are using the Customer Summary window, choose Open, then continue with this step.
If you are assigning a contact to a customer, skip to the next step.
If you are assigning a contact to an address, open the Addresses alternative region. Select the address to which you want to assign the contact, then choose Open.
3. Open the Contacts Roles alternative region.
4. Enter the contact details, including Last and First name, Title, Job, Mail Stop, and Reference.
To assign a primary customer contact to a business purpose:
1. Navigate to the Customer Summary or the Customers window.
2. Query the customer for which you want to assign a primary contact to the address business purpose.
3. If you are using the Customer Summary window, choose Open.
5. Define address contacts.
6. If you are assigning a business purpose to a customer, skip to the next step.
If you are assigning a business purpose to an address, open the Addresses alternative region. Select the address to which you want to assign this business purpose, then choose Open.
7. Open the Business Purposes alternative region.
Attention: If the Business Purposes region appears as check boxes, you are using the Quick business purpose entry window. To assign a contact to a business purpose, use the Standard business purpose window. You can access this window from either the Customers or the Customer Summary window. If you do not have access to either of these windows, you will not be able to assign a contact to a specific business purpose. See: Function Security in Receivables.
8. Select the business purpose to which you want to assign a primary customer contact, then choose Open.
9. In the Contact field, choose the primary customer contact for this business purpose. You can choose any contact person whom you previously defined for this customer or any of its addresses.
You can use this contact as a source in your standard value rule sets in Oracle Order Entry as the Invoice-To Location Contact and Ship-To Location Contact.
See Also
Entering Customer Telephone Numbers
Record A Call
Defining Receivables QuickCodes
Enter Customer Addresses
Entering Customer Contact Roles
Define customer QuickCodes