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Customer Form, Account Profile and Site Profile: Troubleshooting, How To, Known Issues and Patches (Doc ID 1451631.1)

Last updated on SEPTEMBER 21, 2018

Applies to:

Oracle Receivables - Version 11.5.10.0 and later
Information in this document applies to any platform.
Form:ARXCUDCI.FMB - Customers


Purpose

Oracle Receivables (AR): Customer Workbench Information Center > Note 1451631.1

This document provides troubleshooting tips, how to instructions and a consolidation of known issues and patches regarding creating and maintaining the Account or Site Level Profile.

The following shows the structure of the Customer Form in Release 12, highlighted in Yellow is the Account Level Profile, and highlighted in Pink is the Site Level Profile.

The following shows the structure of the Customer Form in Release 11.5, highlighted in Yellow are the Account Level Profiles, and highlighted in Pink are the Site Level Profiles.

 

These areas highlighted in yellow and pink are the focus of this note.

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.

Note: Review the following images to see where Account Profile is on the Customer Form.

Release 12:

Responsibility: Receivables Manager
Navigation: Customers > Customers

  1. Query an existing customer
  2. In the results page, click on the Details Link


  3. Click on the Account Profile tab, highlighted in yellow is the Account Level Profile area


  4. To navigate to the Site Profile, instead of clicking on the Account Profile in step 3, click on the Sites tab instead.



    Then click on the Details icon for a particular Site



    Then click on the Profile Tab, highlighted in yellow is the Site Level Profile


Release 11.5:

In Release 11.5, The Customer Account Profile section is displayed as follows:

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. Click on the right arrow icon to see the other tab options. The Options enclosed in the red box are the Account Level Profiles.

  3. Higlighted in yellow is the Profile: Transaction tab at the Account Level



    Highlighted in yellow is the Profile: Document Printing tab at the Account Level

  4. To navigate to the Site Level Profile, from step 2 above, click on the Open button instead



    Then click on the right arrow icon to see the other tab optons. The Options enclosed in the red box are the Site Level Profiles.



    Highlighted in yellow is the Profile: Transaction tab at the Site Level



    Highlighted in yellow is the Profile: Document Printing tab at the Site Level

Troubleshooting Steps

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In this Document
Purpose
Troubleshooting Steps
 1. Troubleshooting and References
 2. How To
 3. Patches and References
 Community Discussions
 Feedback
References

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