Customer Profile

The attribute that creates and maintains business characteristics of a customer account, such as creditworthiness, business volume, payment cycles, and late charge policies.

QName: {http://xmlns.oracle.com/apps/financials/receivables/customers/customerProfileService/}CustomerProfile

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type	Object or Service
Contains	Customer Profile Flexfield
Contains	Receivables Customer Profile Global Flexfield
Handled by	Customer Profile

Attributes

The following table describes attributes in the service data object.

Name	Type	Description
AccountNumber	string	Number that identifies a customer account
AccountStatusValue	string	Attribute that identifies the current status of a customer account.
ApplicationExceptionRuleSet	string	Set of rules to apply for Application Exception
AutoCashRuleSet	string	Set of rules to apply cash to update customer account balances for the customer.
AutoMatchRuleSet	string	The name of a set of parameters that determine how receipts are applied automatically for the customer.
AutoReceiptsIncludeDisputedItems	string	Check box to include debit items in dispute when creating automatic receipts for customers.
BillLevel	string	Rating of customer creditworthiness.
BillType	string	Rating of customer creditworthiness.
ClearingDays	int	Indicates the number of days before receipts that belong to this customer (or site) can be cleared by the Automatic Clearing program.
CollectorName	string	Company employee responsible for collecting past due amounts from customers.
ConsolidatedInvoice	string	The field for Consolidate Invoice flag
ConversionRateType	string	Default conversion rate type to use when the receipt and transaction currencies do not have a fixed-rate relationship for the customer.
CreditAnalystName	string	The credit analyst assigned to a customer or customer account.
CreditBalanceStatements	string	This check box is a profile class option to send statements to customers, even if they have a credit balance.
CreditChecking	string	Check box. Option to perform a credit check on this customer.
CreditClassificationValue	string	Measure of customer creditworthiness.
CreditCurrencyCode	string	Credit currency code of customer, customer account or site profile.
CreditHold	string	This is a check box that indicates whether a customer is on credit hold.
CreditLimit	decimal	Credit limit of customer, customer account or site profile.
CreditRatingValue	string	Rating of customer creditworthiness.
CreditReviewCycleName	string	The credit review cycle assigned to a customer or customer account, such as annually, semiannually, or quarterly.
CustomerAccountId	long	Unique identifier of the customer account.
CustomerAccountProfileId	long	Unique Identifier of the Customer Profile. Do not provide any value during creation of a customer profile. The value will be derived by the system during the creation/updation of Customer Profile. It is optional to provide the value during the updation of Customer Profile. Primary Key
CustomerProfileFLEX	Customer Profile Flexfield	Service SDO that represents the descriptive flex field of the customer profile.
CustomerProfileGdf	Receivables Customer Profile Global Flexfield	Service SDO that represents the global descriptive flex field of the customer profile.
DiscountGraceDays	int	Number of days after the discount term date that a customer can still take discounts.
DiscountTerms	string	Check box that indicates that a discount is allowed.
DunningLetters	string	This check box is a profile class option to send dunning letters to customers with past due items.
EffectiveEndDate	{http://xmlns.oracle.com/adf/svc/types/}date-Date	End date for the date effective customer profile version. Primary Key
EffectiveStartDate	{http://xmlns.oracle.com/adf/svc/types/}date-Date	Start date for the date effective customer profile version. Primary Key
GenerateBill	string	Method to use to print tax amounts on customer invoices for the customer.
GroupingRule	string	Default grouping rule to use to group related transactions imported using AutoInvoice for the customer.
LastCreditReviewDate	{http://xmlns.oracle.com/adf/svc/types/}date-Date	The date when the last credit review took place for a customer or customer account.
MatchByAutoupdate	string	Field represents Mathc By Autoupdate flag
MatchReceiptsBy	string	Document reference used to match receipts with transactions for the customer.
NextCreditReviewDate	{http://xmlns.oracle.com/adf/svc/types/}date-Date	The date when the next credit review is due for a customer or customer account.
OrderAmountLimit	decimal	Order amount limit of customer or Customer account profile.
OverrideTerms	string	Check box that indicates override terms.
PartyId	long	Unique identifier for the customer.
PaymentTerms	string	Specifies the due date and discount date on open receivables.
PercentCollectable	decimal	Percentage of this customer's account balance that you expect to collect on a regular basis.
PreferredContactMethod	string	Customer preferred correspondence method for interacting with another party.
PreferredDeliveryMethod	string	Preferred method of delivering transactions to the customer. Valid values are Paper, E-Mail, or XML.
ProfileClassName	string	Profile class name from the customer profile class setup.
ReminderRuleSet	string	Set of rules for unapplied cash amounts for the customer.
RiskCodeValue	string	Code that identifies the credit risk of a customer.
SendStatements	string	Profile class check box to send statements to customers.
SiteNumber	string	Number that identifies a customer site
StatementCycle	string	Period that determines when to send statements to customers.
StatementDeliveryMethod	string	Preferred method of delivering statements to the customer. Valid values are Paper, E-Mail, or XML.
Tolerance	decimal	Percentage that a customer can exceed the credit limit before taking action.