Defining and Updating Account Profile Amounts

Use the Profile Amounts subtab of the Account Overview page:

The values for most fields on the Profile Amounts subtab are defaulted from the assigned customer profile class and are updatable. See: Customer Profile Class and Customer Account Profiles Field Reference.

Attention: If you do not assign an interest rate to a currency, then Receivables does not calculate late charges for past due items in that currency. See: Currencies Without Rates.

Note: If Oracle Credit Management is installed, then Credit Management matches the currencies assigned in the profile class with the credit usage rules in Oracle Order Management to identify the transactions to include in a credit review.

Prerequisites

To add a currency:

  1. Navigate to the Profile Amounts subtab of the Account Overview page.

  2. Choose Add Currencies.

Note: You define currencies in the Currencies window.

To define and update profile amounts:

  1. Enter the following information:

Related Topics