Receivables - Customer Real Time

Description

Real time information on customer accounts and sites. For example, identifying information about the customer, customer account and customer account site, billing, payment and credit information for accounts and account sites, paying and billing relationship information between customer accounts, and their related customers.

Business Questions

This subject area can answer the following business questions:

• What are the late charge settings for customers with the DEFAULT customer profile class assigned?

• What customer accounts were updated this month?

• For each customer, who are the contacts, their roles, and email addresses?

• What is the total count of customers by receipt method?

• How many billing sites belong to each customer account?

• What is the list of customers for a given state or province?

Job Roles

The following job roles secure access to this subject area:

• Accounts Receivable Manager

• Accounts Receivable Specialist

Duty Roles

The following duty roles secure access to this subject area:

• Receivables Customer Transaction Analysis Duty

Primary Navigation

Home > Receivables > Billing > Manage Customers

Time Reporting

This subject area doesn't support historical reporting. It captures latest status of customer accounts and sites.

This subject area has no anchoring date.

Transactional Grain

This subject area returns data at the grain of Customer Account Site & Profiles (HZ_CUST_ACCOUNTS, HZ_CUST_ACCT_SITES_ALL, HZ_CUSTOMER_PROFILES_F).

Note that Fusion Financials data security may further restrict the data being returned in OTBI as OTBI uses the same data security as Oracle Fusion Financials.

Special Considerations

None.