Adding and Updating Account Site Business Purposes

Use the Account Site Overview page to manage details of an existing account site. This page:

Attention: The information provided during customer, account, or site creation defaults on the corresponding subtabs of the Account Site Overview page. For example, account site information, such as address, defaults on the Site Details subtab of the Account Site Overview page.

Use the Business Purposes subtab of the Account Site Overview page to view, add, and update the business purposes of existing account sites.

Prerequisites

This table describes some terms in the pages used for this procedure.

Selected Terminology: Bill To Business Purpose

Term Description
Receivable The receivable account for an address. AutoAccounting uses this value if you chose to derive the Receivable account from the transaction bill-to site.
Revenue The revenue account for this address. AutoAccounting uses this value if you chose to derive the Revenue account from the transaction bill-to site.
Tax The Tax account for this address. AutoAccounting uses this value if you chose to derive the Tax account from the transaction bill-to site.
Freight The Freight account for this address. AutoAccounting uses this value if you chose to derive the Freight account from the transaction bill-to site. You can enter a value in this field only if the business purpose for this address is Bill-to.
Unbilled Receivable The Unbilled Receivable account for this address. AutoAccounting uses this value if you chose to derive the Unbilled Receivable account from the transaction bill-to site. You can enter a value in this field only if the business purpose for this address is Bill-to.
Unearned Revenue The Unearned Revenue account for this address. AutoAccounting uses this value if you chose to derive the Unearned Revenue account from the transaction bill-to site.
SIC Code The Standard Industry Classification (SIC) code for your business. Receivables does not validate this field.

Selected Terminology: Ship To Business Purpose

Term Description
Internal Location Used for creation of Internal sales orders from internal requisitions using the location.
Internal Organization This field is populated based on the internal location when the location is associated with an inventory organization.

Selected Terminology: Common to Bill To and Ship To Business Purposes

Term Description
Sales Territory The Territory Flexfield to associate with this address. You define Territories in the Countries and Territories window.
Payment Terms Receivables uses this as a default value during transaction entry. If you do not enter a value here, the payment terms default from your customer or site.
Contact The primary contact person for this business purpose for this address.
Order Type The order type you want Oracle Order Management to use as the default in the Returns window when you enter a return for this business purpose. Order types determine order characteristics such as order cycle, standard value rules, and demand class.
Demand Class A classification of demand to allow the master scheduler to track and consume different types of demand. You define Demand Classes in the Demand Class window. This field is used by Oracle Manufacturing.
General Services Administration Indicates whether this customer is a government agency that orders against General Services Administration (GSA ) agreements in Oracle Order Management.

Selected Terminology: Drawee Business Purpose

Term Description
Bills Receivable The Bills Receivable account for an address. AutoAccounting uses this value if you chose to derive the Bills Receivable account from the transaction drawee site.
Unpaid Bills Receivable The Unpaid Bills Receivable account for this address. AutoAccounting uses this value if you chose to derive the Unpaid Bills Receivable account from the transaction drawee site. You can enter a value in this field only if the business purpose for this address is Drawee.
Remitted Bills Receivable The Remitted Bills Receivable account for this address. AutoAccounting uses this value if you chose to derive the Remitted Bills Receivable account from the transaction drawee site. You can enter a value in this field only if the business purpose for this address is Drawee.
Factored Bills Receivable The Factored Bills Receivable account for this address. AutoAccounting uses this value if you chose to derive the Factored Bills Receivable account from the transaction drawee site.

To add a business purpose:

  1. Navigate to the Business Purposes subtab of the Account Site Overview page.

    All the active business purposes for the account site are displayed.

  2. Click Add Another Row and select a business purpose.

  3. Select Primary if a business purpose type (site use) is the primary one for this account site.

    When you define a new business purpose type, such as bill-to or ship-to, for an account site, Receivables automatically classifies the first site use as primary. Receivables creates subsequent definitions as non-primary, unless you indicate otherwise.

    Note: Only one instance of a site use type can be active and primary for an operating unit. For example, you can have only one active, primary ship-to address and one active, primary bill-to address.

To view and update a business purpose:

  1. On the Business Purposes subtab of the Account Site Overview page, click Details for the business purpose you want to update.

  2. Enter Account Site Business Purpose information.

    The application renders the Account Site Business Purpose page differently, depending upon your business purpose selection:

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