1 appsconsultant.com AR Customers  Customer Profile Classes provide default customer information.  All Customers are assigned a profile class.  Values in the site level will take precedence over values entered at the Customer Profile Class level.  GPS will transfer all customer data into the system except for the following:  Collector Information  Statements  Dunning Information Customer Profile Classes

2 appsconsultant.com Customers Customer Profile Classes (cont.)

3 appsconsultant.com Customers  There are two ways to view customer information in the Oracle system:  Summary – Provides a summary view of the customer account information  Standard – Provides a detail view of the customer account information

4 appsconsultant.com Customers Customer Information – Summary  (N) Customers> Summary

5 appsconsultant.com Customers Customer Information – Standard  (N) Customers> Standard The Customer form provides information for a specific customer including the following:  Customer Name  Customer Number  Alternate Name – Provides Group Name  Account Name – Provides Legacy Number

6 appsconsultant.com Customers The following tabs can also be used to view additional customer information: –Addresses –Communication –Contacts –Profile – Transaction –Profile –Document Printing –Profile – Amount Customer Information – Standard (cont.)

7 appsconsultant.com Customers The Addresses tab displays the addresses that are associated with the customer. Customer Information – Standard (cont.)

8 appsconsultant.com Customers Address Click the Open button on the Customer Addresses to view additional information for the customer account. Customer Information – Standard (cont.)

9 appsconsultant.com Customer Information – Standard (cont.) The following information can be accessed from the Addresses tab:  Business Purposes  Communication  Contacts  Profile – Transaction  Profile – Document Printing  Profile-Amount

10 appsconsultant.com Customers The Communication tab displays the phone numbers and addresses that are associated with a customer. Customer Information – Standard (cont.)

11 appsconsultant.com Customers The Contacts tab displays the contact information (i.e. name, title) that are associated with a customer. Direct phone numbers and addresses may be viewed on this tab. Customer Information – Standard (cont.)

12 appsconsultant.com Customers The Profile : Transaction displays the customer profile information including: –Profile Class –Collector –Account Status –Payment Terms –Credit Status Customer Information – Standard (cont.)

13 appsconsultant.com Customers The Profile: Document Printing tab displays the types of documents that can be provided for a customer (i.e. statements, dunning letters) Customer Information – Standard (cont.)

14 appsconsultant.com Customers The Profile: Amounts tab displays the customer’s credit limit. This information is transferred from GPS. Customer Information – Standard (cont.)

15 appsconsultant.com Customers The following information can be obtained by clicking the Descriptive Flex Field (DFF): –Group Number –Group Name –Parent Acct Number –Parent Acct Name –Dunning Fax No –Dunning Address –Dunning Option –Owning Org Customer Information – Standard (cont.)

16 appsconsultant.com Customers Customer Information – Standard (cont.) Viewing DFF information

17 appsconsultant.com Customers The Addresses tab also contains a Descriptive Flex Field (DFF): Customer Information – Standard (cont.)