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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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