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Customers

You define customers in either the Customers or Customer Summary window. Customers can be defined either in Oracle Receivables or in Oracle Projects. See: Entering Customers (Oracle Receivables User's Guide).

Note: You must define the option for customer numbering when you implement Oracle Projects, whether or not you have also installed Oracle Receivables. If you have both Oracle Projects and Oracle Receivables installed, you enter the Oracle Receivables system options related to customers in Oracle Projects' System Options window.

In Oracle Projects, you use customers, customer addresses, and customer contacts to specify customers for which you are doing project work. Each Customer must have one primary bill-to address, one primary ship-to address, and one primary bill-to contact. The primary bill-to contact must be entered in the Primary Bill-To Contacts Role window and in the Business Purpose Details window.

Note: In a multiple organization environment, customers are shared across operating units. However, you must define customer addresses for each operating unit. If multiple operating units are doing project work with the same customer, each operating unit must have an address defined for the customer.

Fremont Corporation's accounting department needs to add three customers to their customer database. Fremont uses the Quick Customer Entry form to define customers. Since each customer has only one address, the addresses are set up as the primary bill-to and ship-to sites. Each bill-to contact is identified as the primary bill-to contact since there is only one contact for each customer.
The City of San Francisco is a Fremont Corporation customer:
Customer
Name City of San Francisco
Number 1000
Address City Hall
San Francisco, CA 94112, US
Address City Hall
San Francisco, CA 94112, US
Bill Yes
Ship Yes
Market Yes
Address Contact
Last Name First Title Job Title Bill Ship
Lasky John Mr. AP Supervisor Yes Yes
The Port of Oakland is another Fremont Corporation customer:
Customer
Name Port of Oakland
Number 1001
Status Active
Category Customer
Profile Class DEFAULT
Type External
Address 10 E. Seaside
Oakland, CA 94130, US
Bill Yes
Ship Yes
Address Contact
Last Name First Title Job Title Bill Ship
Winston Ed Mr. AP Supervisor Yes Yes
Another Fremont Corporation customer is The Bay Group. The Bay Group has different bill to and ship to addresses:
Customer
Name The Bay Group
Number 1004
Address 120 Spear Street
San Francisco, CA 94120, US
Bill Yes
Ship Yes
Market Yes
Address Contact
Last Name First Title Job Title Bill Ship
Davies J Mr. AP Supervisor Yes No
Address Hunters Point
South San Francisco, CA 94168, US
Bill Yes
Ship Yes
Market Yes


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