1. Implementing Receivables Credit to Cash
  2. Guidelines for Customer Addresses

Guidelines for Customer Addresses

Enter and maintain address information for your Receivables customer account site records.

When you create a customer, you must enter account and address information. This address becomes an account site record of the customer.

When you create additional customer accounts for the customer, you can either enter new address information to create a new account site, or you can use an existing account site. If you assign an existing account site to the new account, you can modify the address information itself, but you will receive a warning if this address is shared by other parties.

These guidelines apply to entering and updating customer addresses:

  • Reference Data Set for Account Sites

  • Update Sharing

  • Inactive Customer Sites with Open Transactions

  • Account Address Details

  • Address Business Purposes

  • Reference Accounts

Reference Data Set for Account Sites

Before creating or importing customers, you must create a reference data set for use with customer account sites. You can share this reference data set across one or more business units, according to your requirements.

To access the new reference data set on customer account sites, provision the appropriate data role to the designated users in order to grant them access to the job role for the given business units and reference data sets.

Update Sharing

If you update an address due to incorrect or missing information, these updates are shared with all account sites that use this address.

Update sharing applies to address information only, and not to account address details or business purposes.

Inactive Customer Sites with Open Transactions

If you inactivate a customer site, you can still create and apply receipts using this site. This is because an inactive site may still have open transactions that must be paid.

An inactive customer site is disabled for new transaction creation.

Account Address Details

Use the Account Address Details subsection to identify these values for the account site:

  • Customer Category Code: Used to classify this customer according to the needs of your enterprise. You define these category codes using the Trading Community Model.

  • Translated Customer Name: Used to enter the customer name in another language. The translated name replaces the customer name on external documents.

Address Business Purposes

Assign address business purposes to account sites to identify the functions performed by each particular customer account site. You can designate one account site as Primary for each address business purpose.

Common address business purposes include:

  • Bill-to: Assign the bill-to business purpose to account sites designated to receive and process bills. You must create at least one bill-to site to process transactions for a customer.

  • Ship-to: Assign the ship-to business purpose to account sites designated to receive goods purchased by the customer account.

    If you create a ship-to business purpose, you must indicate the related bill-to site that processes the bills for the shipped goods.

    Bill-to sites available for association with ship-to sites either belong to the same customer account or to related customer accounts.

  • Deliver-to: Assign the deliver-to business purpose to sites that receive all or part of goods sent to a ship-to site.

  • Bills of lading: Assign the bills of lading business purpose to sites that manage contracts for carriers that ship customer goods.

  • Dunning: Assign the dunning business purpose to sites that receive dunning letters from you.

  • Late Charge: Assign the late charge business purpose to the site assigned the late charge policy for this customer account.

    Note: If the Statement, Dunning, and Late Charges Site Profiles Used profile option is set to Yes, then Receivables uses the late charge policy assigned to the late charge site to calculate late charges on transactions. If the profile option is set to No, then Receivables uses the late charge policy assigned to the bill-to site assigned to the transaction.

If you need to remove an address business purpose from an active account site, apply an end date to the business purpose instead of deleting it. This way you can restore the business purpose at a later time by updating or removing the end date. If you delete a business purpose, then you must create a new record for the same business purpose to activate it again.

Reference Accounts

Assign distributions for revenue, freight, receivable, AutoInvoice clearing, tax, unbilled receivable, and deferred revenue accounts to customer bill-to sites. If AutoAccounting depends on Bill-to Site, then Receivables uses the bill-to site of the transaction to determine the related segment for these distributions.

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