Display Account Details on Sales Orders

Control how Order Management displays account details on a sales order.

1. Get the license you need to use Oracle Financials.

2. Go to the Setup and Maintenance work area, then go to the task:

   • Offering: Financials

   • Functional Area: Customers

   • Task: Manage Customers

3. On the Manage Customers page, search for a customer or create a new one.

   If you create a new account site, then the application also creates a party site that includes objects from the account site. This behavior helps to maintain the relationship between the party and the account.

Note

• Don't delete a contact or address or set the end date for a contact or address. If you delete a contact or address, then sales orders that already exist might not display the correct data.

• Each account is a child of a party. If you add a contact, account site, or account site usage in the account, then Manage Customers adds objects in the party that correspond to the contact, account site, or account site usage that you added.

• If you delete or end date an object in a child contact, account site, or account site usage, then Manage Customers doesn't update the corresponding object in the parent party.

  For example, if you delete the ship-to address of a contact, then Manage Customers doesn't delete the corresponding ship-to address of the party. Manage Customers uses this functionality to maintain the relationship between party and customer account, which is one to many. Some other account might reference the ship-to address of the party.