CustomerProfile

The Customer Account Profile business object provides the details of a specific profile class record assigned to a customer account for a specified time period and modified according to the account requirements.

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Business Views

** Available for extracting data

• customerProfilesExtract**

  The Customer Account Profile business object provides the details of a specific profile class record assigned to a customer account for a specified time period and modified according to the account requirements.

  Label, Plural Label

  Account Profiles, Account Profiles

  Data Source

  Read-optimized data store

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  Fields

  • accountStatus (string)

    The user-defined customer account status of the customer profile.

    Label

    Account Status

  • allowDiscountFlag (boolean)

    The option that indicates whether customers with this customer profile can take discounts.

    Label

    Allow Discount

    Properties

    • searchable
    • not nullable
  • automaticallyUpdateReceiptMatchByFlag (boolean)

    The option that updates the AutoMatch document reference with the most recent document reference that successfully applied a receipt automatically to transactions for customers with this customer profile.

    Label

    Automatically Update Receipt Match By

  • autoreceiptsIncludeDisputedItemsFlag (boolean)

    The option that indicates whether late charges are calculated on disputed items for customers with this customer profile.

    Label

    AutoReceipts Include Disputed Items

    Properties

    • not nullable
  • billLevel (enumeration: ConsolidatedBillLevel)

    The option that indicates the level at which to generate balance forward bills for customers with this customer profile. Valid values are Account and Site.

    Label

    Bill Level

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: ConsolidatedBillLevel

    Valid Values

    • ACCOUNT
    • SITE
  • chargeStartDate (date)

    The date late charges are enabled on the customer profile.

    Label

    Charge Start Date

  • collectiblePercentage (big-decimal)

    The percentage of the account balance of customers with this customer profile that the collector expects to collect on a regular basis.

    Label

    Collectible Percentage

  • createdBy (string)

    The user who created the record.

    Label

    Created By

    Properties

    • not nullable
  • creditHoldFlag (boolean)

    The option that indicates whether credit holds can be used on customers with this customer profile.

    Label

    Credit Hold

    Properties

    • searchable
    • not nullable
  • creditItemChargeReductionsFlag (boolean)

    The option that indicates whether credit items, such as unapplied or on-account receipts, can be offset against the overdue balance of customers with this customer profile.

    Label

    Credit Item Charge Reductions

  • creditLimit (big-decimal)

    The credit limit assigned to individual orders of customers with this customer profile class.

    Label

    Credit Limit

    Properties

    • searchable
  • creditReviewCycle (string)

    The review cycle period to use for regular credit reviews of the creditworthiness of customers with this customer profile. Valid values are Quarterly, Semiannually, and Annually.

    Label

    Credit Review Cycle

  • customerAccountProfileId (int64)

    The identifier of the customer profile.

    Label

    Customer Account Profile ID

    Properties

    • searchable
    • sortable
    • not nullable
  • discountGraceDays (int64)

    The number of days after the discount payment terms date that customers with this customer profile can take discounts.

    Label

    Discount Grace Days

  • disputedTransactionsFlag (boolean)

    The option that indicates whether late charges are calculated on disputed items for customers with this customer profile.

    Label

    Disputed Transactions

  • effectiveEndDate (date)

    The effective end date of the customer profile amount.

    Label

    Effective End Date

    Properties

    • searchable
    • sortable
    • not nullable
  • effectiveStartDate (date)

    The effective start date of the customer profile amount.

    Label

    Effective Start Date

    Properties

    • searchable
    • sortable
    • not nullable
  • enableBalanceForwardBillingFlag (boolean)

    The option that indicates whether balance forward billing is enabled for the customer profile.

    Label

    Enable Balance Forward Billing

  • enableConsolidatedBillingFlag (boolean)

    Properties

    • not nullable
  • enableLateChargesFlag (boolean)

    The option that indicates whether late charges are enabled for this customer profile.

    Label

    Enable Late Charges

    Properties

    • not nullable
  • enableXmlInvoicingForChargebacksFlag (boolean)

    The option to send chargebacks to customers in XML format.

    Label

    Enable XML Invoicing for Chargebacks

  • enableXmlInvoicingForCreditMemosFlag (boolean)

    The option to send credit memos to customers in XML format.

    Label

    Enable XML Invoicing for Credit Memos

  • enableXmlInvoicingForDebitMemosFlag (boolean)

    The option to send debit memos to customers in XML format.

    Label

    Enable XML Invoicing for Debit Memos

  • enableXmlInvoicingForInvoicesFlag (boolean)

    The option to send invoices to customers in XML format.

    Label

    Enable XML Invoicing for Invoices

  • generateBill (enumeration: PrintInvoice)

    The option that indicates whether customers with this customer profile receive printed transactions.

    Label

    Generate Bill

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: PrintInvoice

    Valid Values

    • N
    • NOT
    • PRI
  • holdChargedInvoicesFlag (boolean)

    The option that Indicates whether to assess late charges more than once on transactions for customers with this customer profile.

    Label

    Hold Charged Invoices

  • includeInCreditCheckFlag (boolean)

    The option that indicates whether to perform credit checks on customers with this customer profile.

    Label

    Include in Credit Check

    Properties

    • not nullable
  • interestCalculationFormula (enumeration: ChargeFormulae)

    The interest calculation formula to use to calculate late charges on transactions for customers with this customer profile. Valid values are Simple, Compound, and Flat Rate.

    Label

    Interest Calculation Formula

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: ChargeFormulae

    Valid Values

    • F
    • N
    • Y
  • interestCalculationPeriod (enumeration: InterestCalculationPeriod)

    The option that indicates the interest calculation period to use to calculate late charges on transactions for customers with this customer profile.

    Label

    Interest Calculation Period

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: InterestCalculationPeriod

    Valid Values

    • DAILY
    • MONTHLY
  • interestDaysPeriod (int64)

    The number of days over which the late charge interest rate is applied to transactions for customers with this customer profile.

    Label

    Interest Days Period

  • lastCreditReviewDate (date)

    The date of the last credit review of customers with this customer profile.

    Label

    Last Credit Review Date

  • lateChargeCalculationMethod (enumeration: TransactionLateChargeCalculation)

    The late charge calculation method to use to calculate late charges on transactions for customers with this customer profile. Valid values are: Average Daily Balance, Late Payments Only, Overdue Invoices Only, and Overdue Invoices and Late Payments.

    Label

    Late Charge Calculation Method

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: TransactionLateChargeCalculation

    Valid Values

    • AVG_DAILY_BALANCE
    • LATE
    • OVERDUE
    • OVERDUE_LATE
  • lateChargeType (enumeration: LateChargeType)

    The late charge type to use to present late charges for customers with this customer profile. Valid values are Adjustment, Interest Invoice, and Debit Memo.

    Label

    Late Charge Type

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: LateChargeType

    Valid Values

    • ADJ
    • DM
    • INV
  • matchReceiptsBy (string)

    The document reference used by AutoMatch to match receipts to transactions for customers with this customer profile.

    Label

    Match Receipts By

  • nextCreditReviewDate (date)

    The date of the next credit review of customers with this customer profile.

    Label

    Next Credit Review Date

  • offsetDays (int64)

    The number of days before a credit check authorization expires for customers with this customer profile.

    Label

    Offset Days

  • orderAmountLimit (big-decimal)

    The amount limit in the credit currency for an individual order for customers with this customer profile.

    Label

    Order Amount Limit

  • overrideTermsFlag (boolean)

    The option that indicates whether customers with this customer profile can update the default payment terms assigned to transactions.

    Label

    Override Terms

  • periodicReviewCycle (string)

    The review cycle period to use for regular credit reviews of the creditworthiness of customers with this customer profile. Valid values are Quarterly, Semiannually, and Annually.

    Label

    Periodic Review Cycle

  • preferredContactMethod (enumeration: ContactMethod)

    The preferred method for sending dunning letters to customers with this customer profile. Valid values are Email, Fax, and Print.

    Label

    Preferred Contact Method

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: ContactMethod

    Valid Values

    • EMAIL
    • FAX
    • PRINT
  • receiptClearingDays (int32)

    The number of clearing days before receipts of the customer with the customer profile can be cleared by the Clear Receipts Automatically process.

    Label

    Receipt Clearing Days

  • receiptGraceDays (int64)

    The number of days after the transaction due date before late charges are calculated against transactions of customers with this customer profile.

    Label

    Receipt Grace Days

  • reviewInvoiceLinesBeforeImportFlag (boolean)

    Option that indicates whether users can review and approve charge lines before billing.

    Label

    Review invoice lines before import

  • sendCreditBalanceFlag (boolean)

    The option that indicates whether to include the credit balance in statements sent to customers with this customer profile.

    Label

    Send Credit Balance

    Properties

    • not nullable
  • sendDunningLettersFlag (boolean)

    The option that indicates whether to send dunning letters to customers with past due items with this customer profile.

    Label

    Send Dunning Letters

    Properties

    • searchable
    • not nullable
  • sendStatementFlag (boolean)

    The option that indicates whether statements are sent to customers with this customer profile.

    Label

    Send Statement

    Properties

    • searchable
    • not nullable
  • statementDeliveryMethod (string)

    The preferred method for sending statements to customers with this customer profile. Valid values are Email, Fax, and Print.

    Label

    Statement Delivery Method

  • status (enumeration: CustomerProfileStatus)

    The status of the customer profile. Valid values are Active, Deleted, and Inactive.

    Label

    Status

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: CustomerProfileStatus

    Properties

    • searchable
    • not nullable

    Valid Values

    • A
    • I
  • taxPrinting (enumeration: TaxPrintingOption)

    The default method to use to print tax amounts on transactions for customers with this customer profile.

    Label

    Tax Printing

    Type

    • Module: oraErpCoreReceivablesSetup

    • Enumeration Type: TaxPrintingOption

    Valid Values

    • EUROPEAN TAX FORMAT
    • ITEMIZE AND SUM
    • ITEMIZE TAXES
    • ITEMIZE WITH RECAP
    • RECAP
    • RECAP_BY_NAME
    • SUM TAXES
    • TOTAL ONLY
  • timeCreated (date-time)

    The date and time when the record was created.

    Label

    Creation Date

    Properties

    • searchable
    • not nullable
  • timeUpdated (date-time)

    The date and time when the record was last updated.

    Label

    Last Updated Date

    Properties

    • searchable
    • not nullable
  • tolerance (big-decimal)

    The percentage that a customer with this customer profile can exceed their credit limit before collection action is taken.

    Label

    Tolerance

    Properties

    • not nullable
  • transactionDeliveryMethod (string)

    The method of delivering transactions to customers with this customer profile. Valid values are Email, Print, and XML.

    Label

    Transaction Delivery Method

  • updatedBy (string)

    The user who last updated the record.

    Label

    Last Updated By

    Properties

    • not nullable
  • useMultipleInterestRatesFlag (boolean)

    The option that indicates whether the late charge interest and penalty charges are calculated using multiple rates for a single late charge period for customers with this customer profile.

    Label

    Use Multiple Interest Rates

  • warehouseLastUpdatedDate (date)

    The date the customer profile record was entered or changed in a data warehouse.

    Label

    Warehouse Last Updated Date

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  Reference Object

  • applicationExceptionRule (ReceivablesApplicationExceptionRule)

    The receivables application exception rule setup describes and groups rules for handling underpayments or overpayments, such as adjusting underpayments or issuing refunds for overpayments.

    Business Object

    ReceivablesApplicationExceptionRule

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    Fields

    • exceptionRuleId (int64)

      The identifier of the receipt application exception rule.

      Label

      Exception Rule ID

      Properties

      • searchable
      • sortable
      • not nullable

  • autoInvoiceGroupingRule (ReceivablesAutoinvoiceGroupingRule)

    The AutoInvoice grouping rule is a set of rules that determines how the invoice interface lines should be grouped to create invoices. It includes details such as name, description, line ordering rule, transaction class, from and to date, and optional grouping characteristics. The AutoInvoice uses these rules to create invoices. The rules specify various transaction attributes that must be identical for the same transaction. For example, if the transaction number is part of the grouping rule and two interface lines have different transaction numbers, then two transactions are created.

    Business Object

    ReceivablesAutoinvoiceGroupingRule

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    Fields

    • groupingRuleId (int64)

      The identifier of the grouping rule.

      Label

      Grouping Rule ID

      Properties

      • searchable
      • sortable
      • not nullable

  • autocashRuleSet (ReceivablesAutoCashRuleSet)

    The AutoCash rule sets determine how receipts are applied to transactions and how customer balances are updated after receipt application. The AutoCash rule set provides the details of the AutoCash rule sets, including the order in which rules appear in a rule set, their name, description, and options to include discounts, finance charges, dispute items, and apply partial payments.

    Business Object

    ReceivablesAutoCashRuleSet

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    Fields

    • autocashRuleSetId (int64)

      The identifier of the AutoCash rule hierarchy.

      Label

      AutoCash Rule Set ID

      Properties

      • searchable
      • sortable
      • not nullable

  • automatchRuleSet (ReceivablesAutomatchRuleSet)

    The AutoMatch rule set provides the details of the AutoMatch rule set. The details include reference set, name, description, start date, end date, customer recommendation threshold, minimum match hold, combined weighted hold, and days of closed invoices hold.

    Business Object

    ReceivablesAutomatchRuleSet

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    Fields

    • automatchRuleId (int64)

      The identifier of the AutoMatch rule set.

      Label

      AutoMatch Rule ID

      Properties

      • searchable
      • sortable
      • not nullable

  • balanceForwardBillingBillType (ERPLookupCode)

    The option that indicates the format of the balance forward bills generated for customers with this customer profile. Valid values are Summary, Detail, and Imported.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • collector (Collector)

    A collector represents the functionality and details related to a customer's collector responsible for collecting past due amounts from customers and sending dunning letters. The details include the collector's name, reference set, type, employee, and inactive date.

    Business Object

    Collector

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    Fields

    • collectorId (int64)

      The identifier of the collector.

      Label

      Collector ID

      Properties

      • searchable
      • sortable
      • not nullable

  • consolidatedBillingTerm (ReceivablesInvoiceConsolidatedBillingTerm)

    This provides the details of the Receivables Invoice consolidated billing terms that's used to consolidate lines from various source systems into an invoice. It also provides details of the consolidated billing method and its associated information.

    Business Object

    ReceivablesInvoiceConsolidatedBillingTerm

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    Fields

    • consolidatedBillingTermsId (int64)

      Consolidated billing terms identifier.

      Label

      Consolidated Billing Terms ID

      Properties

      • creatable
      • searchable
      • sortable
      • not nullable

  • conversionRateType (CurrencyConversionRateType)

    A currency conversion rate type defines conversion rate types such as Corporate, Daily, Period End, and Period Average. These conversion rate types are used to convert foreign currency journal amounts to ledger currency equivalents or translate and remeasure account balances to a reporting currency.

    Business Object

    CurrencyConversionRateType

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    Fields

    • conversionRateType (string)

      The rate type of the conversion rate used for the currency conversion, such as Corporate, Daily, Period End, and Period Average.

      Label

      Conversion Rate Type

      Properties

      • searchable
      • sortable
      • not nullable

  • createdByModule (StandardLookupCode)

    The program that updated the customer profile.

    Business Object

    StandardLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • creditAnalyst (User)

    Business Object

    User

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    Fields

    • id (int64)

      Unique identifier for the user business object.

      Label

      Id

      Properties

      • searchable
      • sortable
      • not nullable

  • creditClassificationLookup (ERPLookupCode)

    The credit classification assigned to customers with this customer profile class.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • creditCurrency (Currency)

    The credit limit currency used to display credit limit values for customers with this customer profile class.

    Business Object

    Currency

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    Fields

    • currencyCode (string)

      The currency in which an amount or a conversion rate is denominated.

      Label

      Currency Code

      Properties

      • searchable
      • sortable
      • not nullable

  • creditRatingLookup (ERPLookupCode)

    The credit rating to assign to customers with this customer profile.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • customer (Customer)

    The Customer party represents an entity (either an individual or an organization) that purchases goods or services and to whom invoices and payment requests are issued.

    Business Object

    Customer

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    Fields

    • id (int64)

      The unique identifier of the party.

      Label

      Party ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable
      • overridable

  • customerAccount (CustomerAccount)

    The Customer Account business object provides the details of the specific business activities that the deploying company engages in with a customer party of type Organization or Person.

    Business Object

    CustomerAccount

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    Fields

    • customerAccountId (int64)

      Identifier of the customer account.

      Label

      Customer Account ID

      Properties

      • searchable
      • sortable
      • not nullable

  • customerProfileClass (CustomerReceivablesProfileClass)

    The Customer Receivables Profile Class business object provides the records that organize customer accounts into categories that reflect the needs of the deploying company, including industry, location, size, creditworthiness, business volume, or payment behavior.

    Business Object

    CustomerReceivablesProfileClass

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    Fields

    • profileClassId (int64)

      The identifier of the customer profile class.

      Label

      Profile Class ID

      Properties

      • searchable
      • sortable
      • not nullable

  • customerSiteUse (CustomerAccountSitePurpose)

    The Customer Account Site Business Purpose business object provides the details of the business purposes assigned to customer account sites, for example Bill-to, Ship-to, and Statements. Each customer account site can have one or more business purposes.

    Business Object

    CustomerAccountSitePurpose

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    Fields

    • siteUseId (int64)

      Identifier of the customer account site business purpose.

      Label

      Site Use ID

      Properties

      • searchable
      • sortable
      • not nullable

  • exceptionRuleAdjustmentReason (ERPLookupCode)

    Reason for adjustment activity against a transaction during a receipt application. Valid values include Charges, Discount, Endorsement, Exchange, Interest adjustment, Refund, Tax, and Write Off.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • lateChargeTerm (ReceivablesPaymentTerm)

    Business Object

    ReceivablesPaymentTerm

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    Fields

    • termId (int64)

      The identifier of the payment terms.

      Label

      Term ID

      Properties

      • searchable
      • sortable
      • not nullable

  • paymentTerm (ReceivablesPaymentTerm)

    The receivables payment terms contain the information related to payment terms that outline the timing and method of payment, as well as any applicable discounts or penalties for early or late payment. The information includes reference set, name, description, billing cycle, base amount, discount basis, discount basis date, from and to dates, print lead days, and installment option.

    Business Object

    ReceivablesPaymentTerm

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    Fields

    • termId (int64)

      The identifier of the payment terms.

      Label

      Term ID

      Properties

      • searchable
      • sortable
      • not nullable

  • remainderRuleSet (ReceivablesAutoCashRuleSet)

    The AutoCash rule sets determine how receipts are applied to transactions and how customer balances are updated after receipt application. The AutoCash rule set provides the details of the AutoCash rule sets, including the order in which rules appear in a rule set, their name, description, and options to include discounts, finance charges, dispute items, and apply partial payments.

    Business Object

    ReceivablesAutoCashRuleSet

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    Fields

    • autocashRuleSetId (int64)

      The identifier of the AutoCash rule hierarchy.

      Label

      AutoCash Rule Set ID

      Properties

      • searchable
      • sortable
      • not nullable

  • riskCodeLookup (ERPLookupCode)

    The customer profile risk code.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • standardMessage (ReceivablesCustomerStatementStandardMessage)

    The Receivables Customer Statement Standard Message setup provides the details of the texts that Receivables prints at the bottom of the customer statements.

    Business Object

    ReceivablesCustomerStatementStandardMessage

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    Fields

    • customerStatementStandardMessageId (int64)

      Identifier of the standard message in the customer statement footer.

      Label

      Customer Statement Standard Message ID

      Properties

      • searchable
      • sortable
      • not nullable

  • statementCycle (ReceivablesStatementCycle)

    The statement cycle is a period over which transactions are compiled and processed. The cycle can be weekly, monthly, or quarterly. Statement cycles are assigned to customer profile classes and determine when statements are sent to customers. The details include statement cycle name, description, interval, active option, business unit, and print dates. Cycle intervals are weekly, monthly, or quarterly. Statement cycles are assigned to customer profile classes and determine when statements are sent to customers.

    Business Object

    ReceivablesStatementCycle

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    Fields

    • statementCycleId (int64)

      The identifier of the statement cycle.

      Label

      Statement Cycle ID

      Properties

      • searchable
      • sortable
      • not nullable

  • subledgerApplication (SubledgerApplication)

    A subledger application refers to the predefined applications or accounting hub source systems that use subledger accounting rules to generate accounting entries for their transactions. It stores details such as the application identifier, application type code, associated journal source and other relevant information associated with the subledger application.

    Business Object

    SubledgerApplication

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    Fields

    • applicationId (int64)

      The unique identifier of the source application that represents a functional area.

      Label

      Application

      Properties

      • searchable
      • sortable
      • not nullable

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