Oracle Order Management – Adding Customers using the Add Customer Window:

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.