Customer Form, Party: Troubleshooting, Known Issues and Patches Regarding the Party Level Data in the Customer Form (Doc ID 1458792.1)

Last updated on MARCH 12, 2021

Applies to:

Purpose

Oracle Receivables (AR): Customer Workbench Information Center > Note 1458792.1

This document provides an Overview of the Party level in the Oracle Receivables Customer Form. It also includes troubleshooting tips, how to instructions and a consolidation of known issues and patches regarding creating and maintaining Party Level information in the tabs: Profile, Communication, Party Relationships and Tax Profile.

The following shows the structure of the Customer Form in Release 12, highlighted in Yellow are the sections pertaining to PARTY information, which will be the focus of discussion in 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

For additional information on the table structure of where Party-related information goes, you can run the Oracle Receivables Party Data Collection Test <Note 732199.1>. This diagnostic will lay out the different tables where data related to a Party record is stored.

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

Release 12:

Responsibility: Receivables Manager
Navigation: Customers > Customers

1. Query an existing customer, and click on the Name link
   
   
2. Navigate to the Profile tab, the area highlighted in yellow is the first focus area of this note.
   
   
   
   
3. Navigate to the Tax Profile tab, the area highlighted in yellow is second focus areas of this note.
   
   
   
   

Troubleshooting Steps

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