Customer Form, Account/ Site Profile Amounts: Troubleshooting, How To, Known Issues and Patches (Doc ID 1452261.1)

Last updated on SEPTEMBER 14, 2023

Applies to:

Purpose

Oracle Receivables (AR): Customer Workbench Information Center > Note 1452261.1

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

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

The following shows the structure of the Customer Form in Release 11.5, highlighted in Yellow is the Profile Amounts at the Account Level, and highlighted in Pink is the Profile Amounts at the Site Level.

These areas highlighted in yellow/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 Icon
   
   
    
3. Click on the Profile Amounts tab, highlighted in yellow is the Profile Amounts at the Account Level
   
   
   
   
4. To navigate to the Profile Amounts at the Site Level, instead of clicking on Profile Amounts tab in step 3, click on the Sites tab instead.
   
   
   
   Then click on the Details icon for a particular Site
   
   
   
   Then click on the Profile Amounts Tab, highlighted in yellow is the Profile Amounts at the Site Level
   
   

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 Profiles at the Account Level.
   
   
3. Higlighted in yellow is the Profile: Amounts 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 Profiles at the Site Level.
   
   
   
   Highlighted in yellow is the Profile: Amounts tab at the Site Level
   
   

Troubleshooting Steps

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