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 ustomer Profile Classes
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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
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Customers
Customer Profile Classes (cont.)
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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
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Customers
Customer Information – Summary
(N) Customers> Summary
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CustomersCustomer 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
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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.)
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Customers
The Addresses tab displays the addresses that are associated with the customer.
Customer Information – Standard (cont.)
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Customers Address
Click the Open button on the Customer Addresses to view additional information for the customer account.
Customer Information – Standard (cont.)
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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
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Customers
The Communication tab displays the phone numbers and email addresses that are associated with a customer.
Customer Information – Standard (cont.)
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Customers
The Contacts tab displays the contact information (i.e. name, title) that are associated with a customer. Direct phone numbers and e-mail addresses may be viewed on this tab.
Customer Information – Standard (cont.)
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Customers
The Profile : Transaction displays the customer profile information including:– Profile Class– Collector– Account Status– Payment Terms– Credit Status
Customer Information – Standard (cont.)
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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.)
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Customers
The Profile: Amounts tab displays the customer’s credit limit. This information is transferred from GPS.
Customer Information – Standard (cont.)
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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 Email Address– Dunning Option– Owning Org
Customer Information – Standard (cont.)
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Customers
Customer Information – Standard (cont.)
Viewing DFF information
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Customers
The Addresses tab also contains a Descriptive Flex Field (DFF):
Customer Information – Standard (cont.)
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