Oracle Order Management –
Adding Customers using the Add Customer Window:
Add Customer Window:
Add Customer window can be accessible from the Sales
Order Header window is a user interface from Order Management to Oracle
Receivables enables user to define customers.
All customer location contacts created within the Add
Customer window are created at the customer level only.
Following options are available to created using the Add
Customer window:
1. New customer & Person
2. New address for a new customer
3. New customer and associate the customer with an
existing Party
4. New Bill To, Ship To and Deliver To Locations
(addresses) for an existing customer
5. New Ship To (drop ship) customers and associated
addresses
6. New contacts for new or existing customers
7. New customer account sites from previously defined
party sites.
8. New account contacts from existing party level
contacts
9. E-mail addresses for new and existing customers and
customer contacts
Profile Option:
To enable the Add Customer window in the sales order
entry form the below profile option is to be set.
OM: Add Customer
This profile option determines which users who can access
the Order Management Add Customer window to enter customers, customer
addresses, and customer contact information.
Values:
All:
Users can create new customers, customer addresses, and
customer contacts.
Address and Contact only:
Users can access the Add Customer window to create both
new customer addresses and/or customer contacts for existing customers only.
None:
User cannot create new customers, customer addresses, and
customer contacts.
Default value for this profile option is none.
Adding Customers using the
Add Customer Window:
Add Customer window contains the following blocks:
Operating Unit
Customer Type
Customer
Customer Address
Customer Contact
To display the Add Customer window, select one of the
following options available within the Sales Order Header Window:
1. Using the mouse right click functionality and select
Add Customer from the menu list displayed
2. Click Actions and then select Add Customer from the
menu list displayed
Click Yes within a decision dialog box, when displayed
Operating Unit
Operating Unit is defaulted from the main Sales Order transaction
form, it was launched from (like the Sales Order window or Pricing and
Availability window) and Customer information can be create in that Operating
Unit.
Customer Type:
Customer can be an Organization or a person, select from
the list down option.
Customer:
Define the Customer name, email id, & phone number
details.
Customer Address:
Select the Country from the LOV and define the customer
address details and enable the Ship To & Bill To site details.
Customer Contact:
Define the Customer contact details
Select the Create button to create the new customer
information or the Cancel button to return to the Sales Order Form.