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.
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Get the license that you need to use Oracle CX Sales.
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Make sure you have the privileges that you need to administer customer data, such as TC_DATA_STEWARD.
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Go to the Organizations work area.
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On the Organizations page, search for your party according to organization name.
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Use the Organization Details page to manage the party profile, party address, and party usage.
Note
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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.
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Add a check mark to the Primary attribute to specify the address that Order Management displays as the default value.
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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.