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Troubleshooting and Setup of Customers in Oracle Projects (Doc ID 2820761.1)

Last updated on NOVEMBER 15, 2021

Applies to:

Oracle Project Billing - Version 12.1.3 and later
Information in this document applies to any platform.

Purpose

 The purpose of this document is to:

1. Show the setup of customers in Oracle Projects.
2. Discuss common errors.

NOTE:  In the images below and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.

Troubleshooting Steps

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In this Document
Purpose
Troubleshooting Steps
 Customer Setup
 Creating a Customer at the Project Level
 Creating the Customer at the Top Task Level
 Diagnostics Used in the Project / AR Customer Flow

 
Common Errors:
 'There is no active Ship To address for the Ship To customer'
 'Bill To Customer has been put on credit hold' or 'Bill To Customer has been put on billing hold'
 'There is no active bill to site use for the bill to address selected'
 'There is no active ship to site use for the ship to address selected'
 'This project does not have an Active Customer'
  
References

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