Customer Form, Address/Sites: Troubleshooting, How To, Known Issues and Patches (Doc ID 1437866.1)

Last updated on AUGUST 28, 2023

Applies to:

Purpose

Oracle Receivables (AR): Customer Workbench Information Center > Note 1437866.1

This document provides troubleshooting tips, how to instructions and a consolidation of known issues and patches regarding creating and maintaining the Address (also called Sites) information within the Customer Form in Oracle Receivables, for Release 11.5.10 and later.

The following shows the structure of the Customer Form in Release 12, highlighted in Yellow is the area this note focuses on.

This note pertains to the Site Details area only. For other functional areas at the Site Level, please review the following notes:

• Business Purpose: <NOTE:1447402.1>" Customer Form, Business Purpose: Troubleshooting, How To, Known Issues and Patches
• Contacts/ Communication: <NOTE:1456319.1>" Customer Form, Contacts/Communication: Troubleshooting, How To, Known Issues and Patches
• Payment Details: Work in Progress
• Profiles: <NOTE:1451631.1>", Customer Form, Account Profile and Site Profile: Troubleshooting, How To, Known Issues and Patches
• Profile Amounts: <NOTE:1452261.1>"  Customer Form, Account/ Site Profile Amounts: Troubleshooting, How To, Known Issues and Patches
• Late Charges: Work in Progress

You can review additional details on the structure of the Customer Form in Release 12 in <NOTE:1436547.1>" Oracle Receivables: Overview of the Customer Form in Release 12


In Release 12, the Account Site Address section is displayed as follows:

Option 1 : Creating a New Customer
Responsibility: Receivables Manager
Navigation: Customers > Customers

1. Click on the Create Button to create a new record.
   
2. The section of the form highlighted in yellow is the area this note discusses.
   
   
   

Option 2: Maintaining a Customer
Responsibility: Receivables Manager
Navigation: Customers > Customers

1. Query an existing customer
2. In the results page, click on the Hyperlink text under Account Description, OR Click on the Details icon
   
   
3. In the Sites tab, click on the Details Icon of the site you want to maintain
   
   
4. In the Site Details tab, the section of the form highlighted in yellow is the area this note discusses.
   
   

In Release 11.5, the Customer Address section is displayed as follows:

Option 1: Creating a New Customer

Responsibility: Receivables Manager
Navigation: Customers > Standard

1. In Search form enter the name of a non-existent customer
2. In the form that opens up, Click on New
   
3. The section highlighted in yellow is the area this note discusses.

Option 2: Maintaining a Customer
Responsibility: Receivables Manager
Navigation: Customers > Standard

1. Query an Existing Customer, in the Search Results screen move focus (blue bar)  to the Child record, and click Ok
   
2. In the Addresses tab, move focus to the address row you wish to edit, and click Open
   
3. The section highlighted in yellow is the area this note discusses.
   

Troubleshooting Steps

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.