Creating an Account

Use this procedure to add an account to an existing customer.

Attention: Creating an account in Oracle Receivables requires that you also create an account site for the new account.

You can create an account:

Prerequisites

To create an account using an existing party address:

  1. Navigate to the Create Account page.

  2. Enter account information.

  3. Select a party address that you want to specify as the address for the account site.

  4. Click Continue.

  5. Enter account site details.

  6. Enter account site business purposes.

If the information that you entered already exists, the Duplicate Prevention pages are displayed. See: Customer and Account Site Duplication Prevention. Otherwise, Receivables creates the account and displays the Account Overview page to enable you to create additional account sites, and add and update account details. See:

To create an account by creating a party address:

See: Creating and Updating Account Sites.

Related Topics