1. Implementing Enterprise Contracts
  2. Define Customers with Their Addresses and Contacts

Define Customers with Their Addresses and Contacts

Here are the steps to define customers and their addresses and contacts:

  1. Navigate to Define Contracts Common Configuration and note the following manual tasks. Manual tasks need to be performed outside the Setup and Maintenance work area.

    Note: As partner management enrollment contracts are created and managed from the Oracle Partner Management application, partner creation and other Partner Management setups are part of the Sales offering implementation.

  2. Navigate to Sales and then Accounts.

    1. Click Create Account to create an account type of Customer. Enter a name, sell-to-address, contact (if you have created one).

    2. Click Save and Close.

  3. Navigate to Manage Customers through the Global Search in the side panel and create Sites associated with the Sales Accounts you have created. Ensure that there is at least one Site with the Purpose "Bill to".