Customer Listing Report
Use the Customer Listing Report to review your customer information. You can review existing customer information, as well as customer information entered manually, uploaded using the Upload Customers from Spreadsheet process, or imported using the Data Import process.
Because customer records can contain large amounts of information, you may find that you need to review customer information that isn’t present in the predefined report, or filter the displayed information differently. You can copy and modify the full dashboard or individual reports of the dashboard using features of Oracle Transactional Business Intelligence. This lets you replace or add columns to the report that are available from the Receivables Customer Real Time subject area.
The Customer Real Time subject area makes available many additional data attributes for display, including, for example, customer relationships, customer creditworthiness, preferred billing practices, calculation of late charges and penalty charges, and payment preferences.
Use this report when entering new customer information or updating existing customer information.
Selected Report Parameters
Enter a value in at least one of the required parameters to select customer data.
Use additional parameters to refine your customer selections. Additional parameters are available on each tab of the dashboard to accommodate narrowing the selected data based on the type of data, such as customer contacts, customer addresses, and payment information.
Last Update Date
Use this parameter to review uploaded data.
Enter the submission date of a customer upload:
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Enter a submission date in the first field and leave the second field blank to include all customer data from the submission date to the system date.
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Enter the same date in both fields to see the results of customer uploads for a given day.
Because customer records are subject to manual update at any time, best practice is to run the report as soon as the submission of the customer upload has completed.
Customer Name
Enter a range of customers to display. The report retrieves and displays customer names in alphanumeric order.
To display one customer only, enter the same name in both fields. If you enter a customer name in the first field only, the report displays all customers in alphanumeric order beginning with the first name you enter.
Customer Registry ID
Enter the related party identifier for the customer that you want to display. Use this parameter, for example, to ensure that all accounts for a customer are selected, which in some cases may be more reliable than the customer name.
Customer Class
Display customers belonging to one classification only, for example, Commercial or Government.
Report Output
The predefined report displays customer information in a format similar to the customer upload spreadsheet template.
There are five tabs:
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Customer General Information: Customer name, customer class, customer profile class, related identifiers (customer registry ID, D-U-N-S, Taxpayer ID, customer account number, site number).
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Customer Address Information: Address of each customer site and all site-related information.
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Customer Contact Information: Contact names for each customer account, with full contact details.
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Customer Reference Account Information: General ledger reference accounts for each customer bill-to site: revenue, freight, receivable, AutoInvoice clearing, tax, unbilled receivable, and deferred revenue.
When AutoAccounting depends on Bill-to Site, Receivables uses the bill-to site of the transaction to determine the related segment values for the transaction distributions.
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Customer Payment Information: Bank account information for each customer account.
The predefined report displays all records for a customer account site, even if a record contains no information, such as contacts or payment information. This can help, for example, to identify data that may have been missing from a customer upload. If you don’t need to display records with no values, you can modify the individual reports to display only the sites that have the information you need by using the standard functionality of Oracle Transactional Business Intelligence.
You can export information from the report in PDF, Excel, or CSV format for viewing offline.