Display Party Details on Sales Orders

Set up the party details that display on a sales order in Order Management.

You can't use the Manage Customers page to manage the parent party. Instead, do these steps.

1. Get the license that you need to use Oracle CX Sales.

2. Make sure you have the privileges that you need to administer customer data, such as TC_DATA_STEWARD.

3. Go to the Organizations work area.

4. On the Organizations page, search for your party according to organization name.

5. Use the Organization Details page to manage the party profile, party address, and party usage.

Note

• Modify the value in the Purpose attribute to control site usage. For example, Order Management uses Ship-to purpose to filter the list of values that it displays for ship-to address.

• Add a check mark to the Primary attribute to specify the address that Order Management displays as the default value.

• You can't use the Manage Organization page to manage accounts.

Learn how to manage an organization. For details, see Implementing Customer Data Management and Using Customer Data Management.