To ensure that Customer Interface runs smoothly, you need to prepare your system for any new data that you require Customer Interface to import. This data can include the following:

• AutoCash Rule Sets

• AutoInvoice Grouping Rules

• Collectors

• Customer Addresses

  Note: If you use a tax service provider, such as Taxware or Vertex, to calculate taxes on US sales transactions, do the following before running Customer Interface:

  1. Upload US geography hierarchy by running the US Sales and Use Tax Import Program. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

  2. Ensure your address validation is setup correctly for the United States; with an appropriate tax usage and address validation level set to 'Error'. See: Geography Hierarchy Overview.

• Customer Bank Information

• Customer Exemptions

• Customer Profile Classes

• Demand Classes

• Freight Carriers

• Receipt Methods

• Payment Terms

• Lookups

  • Countries

  • Site Use Codes

  • Credit ratings

  • Risk Codes

  • Account Statuses

  • Communication Types

  • Customer Classes

• Statement Cycles

• Tax Codes