Customer Form, Party, Customer or Account Search: Troubleshooting, How To, Known Issues and Patches (Doc ID 1453423.1)

Last updated on SEPTEMBER 14, 2023

Applies to:

Purpose

Oracle Receivables (AR): Customer Workbench Information Center >

This document provides troubleshooting tips, how to instructions and a consolidation of known issues and patches regarding Searching Customers.

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 how to run Search on the Customer Form.

Release 12:

Responsibility: Receivables Manager
Navigation: Customers > Customers

To query an existing customer, enter filtering criteria in the Search Page. Shown below is a search on Customer Name. Then Click Go.
If data matching your search criteria exists, the records found will be displayed in the Section under the Create button. Party level and Account Level data are shown in the search results.

Release 11.5:

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

Responsibility: Receivables Manager
Navigation: Customers > Standard

To Query an Existing Customer, in the Find/Enter Customers form enter filtering criteria to run a search. Shown below, a search is run on Customer Name, then Click Find to run the Search



Search Results are returned in the following format. The top row that is flush to the left is the Party Record, beneath it are indented rows that display the Accounts associated to the Party record. To review/maintain any of the Account rows, you would navigate to that row using down arrow or mouse, and once the focus is on that row (turns blue), you can click Ok to open the Account details.

Troubleshooting Steps

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