Steps:Use this procedure to view account information.
Steps:Using the Collections Agent responsibility, select an account in the Accounts tab of the Collections window.
Click Details.
The Account Details screen displays information about the selected account.
Optionally, view credit information for the account in the Credit tab. Information is read only.
Optionally, in the Roles tab, view existing role information that was entered in Oracle Receivables.
Optionally, in the Sites tab, view existing information entered in Oracle Receivables.
Optionally, in the Relationships tab, view existing account relationship information entered in Oracle Receivables.
Click Cancel to return to the Collections window.
Click Customer to navigate to Oracle Receivables where you can see additional information about this account.
Guidelines for Account Relationships
When you create relationships between any customer accounts in Oracle Receivables, you indicate that the relationship is either one-way or reciprocal.
When you apply receipts to an invoice in a one-way relationship, the parent account can apply receipts to the invoices in the related account, but receipts in the related account cannot be applied to the parent account's invoices.
When applying invoices to commitments, an account can only apply invoices to commitments that it owns or to commitments of a parent customer account to which it is related. Reciprocal account relationships allow parties to pay each other's debit items and enter invoices against each other's commitments.
If you use Oracle Trade Management
If you have installed Oracle Trade Management, you can view trade claims, disputes, overpayments and other information for your customer by selecting the View Open Lines Listing button. See: Viewing Claims in Oracle Trade Management.
Other Sources
Oracle Receivables User Guide