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Customers and Contacts

You can specify the revenue and billing contribution of a paying customer for project work, define the relationship of a customer to this project, and enter other information about this project's customer. The customer you choose must be an active customer in the Oracle Receivables database.

You must enter at least one customer on a contract project to fund the project and accrue revenue and invoice the customer. The contribution percentage must sum to 100%.

Customers and Contacts Window

You can enter the following customer information at the project level only:

Project Customers

Name/Number: You can choose any active customer in the Oracle Receivables customer database.

Relationship: The relationship between this customer and your project, such as Primary, or Non-Paying.

Contribution: The percentage of this project's revenue and billing you expect this customer to contribute. If you enter more than one customer for this project, the total customer contributions towards revenue and billing must sum to 100% before you can accrue revenue or bill invoices against this project.

Bill Site: An address where you want to send this customer's invoices. You can choose any active billing address defined for this customer in the Oracle Receivables database. You need to enter a bill site for any customer whose contribution is greater than zero percent.

Work Site: An address where work will be performed for this project. You can choose any active ship-to address defined for this customer in the Oracle Receivables database. You need to enter a work site for any customer having a billing contribution greater than zero percent.

Contacts

Type: A contact type, such as Billing or Shipping to identify a contact. You need to enter a billing contact for each paying customer on a contract project. You can enter only one billing contact for each customer associated with this project. The billing contact in Oracle Projects becomes the billing contact for contract projects' invoices interfaced to Oracle Receivables.

Name: You can choose any active contact name defined for this customer in the Oracle Receivables database.

Job Title: The job title of the contact.

See Also

Entering Project and Task Options

Project and Task Options

Defining Project Customer Relationships

Defining Contact Types

Using Effective Dates to Enable and Disable Options

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