Paying Customer Is Derived As The Related Customer Instead Of The Bill To Customer (Doc ID 1683237.1)

Last updated on MARCH 27, 2017

Applies to:

Oracle Receivables - Version 11.5.10.2 and later
Information in this document applies to any platform.

Symptoms

There are several transactions where the paying customer is derived as the related customer, having a non-reciprocal relationship with the Bill To customer.

If the relationship between the Bill To customer and the Related customer is not reciprocal (i.e reciprocal flag = 'N') and the related customer has the primary payment method checked, then the paying customer & payment details are picked as that of the Related Customer instead of Bill To customer.

You expect the paying customer to be the Bill To customer.

To replicate this issue follow below steps:
• Search for a lease contract that needs to be billed
• Check the Bill To details of the contract by below navigation:
Responsibility: Contracts
Navigation:  Lease Center > Contract Search > Structure > Contract Structure : Billing Setup
• Check for the relationships associated with the Bill To Customer, if doesn’t exist create one with below setup.
Responsibility:  Receivables
Navigation: Customers > Customer > Enter Customer Number and click on Find
Go To:  Relationships Tab

For Example:
Customer A (Bill To) is having Non-Reciprocal Bill To relationship with Customer B (Related Customer)
• Similarly Customer B (Related Customer) is having Non-Reciprocal Bill To and Ship To Relationship with Customer A (Bill To)
• Bill To Customer -- Both Bank Account and Payment Method are set to Primary
Related Customer -- Bank Account does not clicked as Primary, Payment Methodis set to Promary

With the above setup, run the Lease Billing request set and open the Transaction in Transactions form.
Responsibility:  Receivables
Navigation: Transactions > Transactions Summary

Found that the Paying Customer is derived as Related Customer instead of Bill To Customer.

Cause

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