Account Overview is the central page for account information, where you can view and update general account information as well as sites, contacts, and relationships. All this information is available on one page, to help you completely understand your relationship with your customers.
The account overview is either view only or updatable, depending on how you navigated to the page. Both versions provide the same information, but the updatable page lets you update account profile and detail information as well as create account sites, contacts, and relationships.
Note: You can choose to view or update information relevant to specific operating units, or all operating units that you have access to. The operating unit setting applies also to subsequent subpages you might navigate to, for example to create account sites, account site contacts, and account relationships.
For organizations only, view the account's credit summary, if the account has a credit review. See: Viewing the Credit Summary, Oracle Credit Management User Guide.
If you are updating the account general information, you can change the account status. You can update the account number only if the Automatic Customer Numbering system option in Oracle Receivables is not set to Yes. Aside from the account description and established date, the rest of the available information depends on what your administrator has set up in the Customer Information flexfield.
Aside from viewing the account's active sites, you can also:
Create or Update: Create or update account sites. To view and maintain contacts for a specific site, click Update. See: Creating and Updating Account Sites.
Source: View source system details for the account site, create a source system for the account site, or view the account site's source system history details
View Removed: See all the removed, or inactive, account sites, and optionally restore any of them.
View Account Site Contacts by Role: See the active contacts for all account sites, based on the selected role.
Suggestion: To see contacts per site, update the specific site.
View by Purpose: See the active account sites for specific purposes. You can determine the primary site for any purpose.
Map: View the account site address in a map.
Credit Summary: For organizations only, view the account site's credit summary, if the site has a credit review and a bill-to purpose. See: Viewing the Credit Summary, Oracle Credit Management User Guide.
Remove: Remove, or inactivate, the account site.
Aside from viewing the account's active contacts, you can also:
Create or Update: When creating an account contact, select an existing person with contact relationships. You cannot create a new contact or person as a new account contact. Information in addition to the contact's profile is available based on the setup for the Contact Information flexfield.
Information in addition to the contact role name is available based on the setup for the Contact Role Information flexfield.
View Removed: See all the removed, or inactive, account contacts, and optionally restore any of them.
View by Role: See the active account contacts, based on the selected role.
Source: View the source system details for the account contact, create a new source system for the account contact, or view account contact's source system history.
Remove: Remove, or inactivate, the account contact.
Aside from viewing the account's active relationships, you can also:
Create or Update: See: Creating Relationships. Once you create the relationship, you cannot update the reciprocal indicator.
View Removed: See all the removed, or inactive, account relationships, and optionally restore any of them.
Remove: Remove, or inactivate, the account relationship.