Project Customers in Project Templates (Oracle Projects Help)


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Project Customers in Project Templates

If you use customer as a Quick Entry field, Oracle Projects does not copy the customers in the template to the new project. If you do not include customer as a Quick Entry field, Oracle Projects copies the customers from the source template to the new project. You can enter only one customer for a project using Quick Entry.

When you specify a value for the customer name in Quick Entry, Oracle Projects creates a project customer with a contribution of 100% and the customer relationship you specified during Quick Entry setup. For contract projects, Oracle Projects sets the bill site and work site of the project customer to the customer's primary bill-to site and ship-to site, respectively. In addition, Oracle Projects creates a billing contact based on the contact associated with the active, primary bill-to site, and a shipping contact based on the contact associated with the active, primary ship-to site.

If the customer does not have an active, primary bill-to or ship-to site, then the customer validation will fail and you must enter another customer or leave the override customer field blank in order to create the project. If the customer does not have a primary bill-to contact, a warning message will be displayed, but the project will still be created.

You use the Setup, Customer window within Oracle Projects to define an active, primary bill-to and ship-to site, as well as a bill-to contact, for your customers. You do not have to go to customer setup in Oracle Receivables to create this data. See: Customers Oracle Receivables User's Guide.

Project Customers in Project Templates

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