Adding and Updating Accounts

Use the Customer Overview page to manage details of your existing customers.

This page has five subtabs:

Attention: Customer details provided during customer creation default on the corresponding subtabs of the Customer Overview page. For example, account information, such as account number, account description, and profile class, defaults on the Accounts subtab of the Customer Overview page.

Use the Accounts subtab of the Customer Overview page to view, add, and update the accounts of existing customers.

Prerequisites

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

Selected Terminology

Term Description
Enrich Lets you review, purchase, import, and update third-party data about a customer.
Status When you change the value from the default Active to Inactive or All, or vice versa, the accounts/sites region is refreshed. Status filters the lists of accounts/sites such that Active, Inactive, or All (both the Active and Inactive) accounts/sites are seen.
Remove Displayed if Status is Active. Lets you inactivate the corresponding site.
Restore Displayed if Status is Inactive. Lets you activate the corresponding site.

To view and update an account:

  1. Navigate to the Accounts subtab of the Customer Overview page.

    All active accounts of the customer are displayed in the Accounts region. The first account in the region is selected by default and its active sites are displayed in the Sites region.

    If you select any other account record, depending on the site status, Active, Inactive, or All sites for that account are displayed in the Sites region.

    Note: The sites displayed in the Sites region belong to an operating unit that is on your access list. Oracle Receivables lets you explicitly select the operating unit whose account sites you wish to view.

  2. In the Accounts region, click Details for the account you want to update.

To view and update an account site:

  1. In the Sites region of the Accounts subtab of the Customer Overview page, click Details for the site you want to update.

To create an account:

  1. On the Accounts sub tab of the Customer Overview page, click Create Account.

  2. See: Creating and Updating Accounts.

To create an account site:

  1. On the Accounts subtab of the Customer Overview page, click Create Site.

  2. See: Creating and Updating Account Sites.

Related Topics