How to setup Related Customers for Quoting to select as Bill To and/or Ship To when creating a quote

(Doc ID 549129.1)

Last updated on FEBRUARY 22, 2018

Applies to:

Oracle Quoting - Version 12.0 and later
Oracle Order Capture - Version 12.0 and later
Information in this document applies to any platform.

Goal

The quoting user needs to be able to choose related customers for the bill to and/or the ship to.

You need to make the account relationship reciprocal and set the relationship type to all.

Case 1:
Customer A - Bill-to A and Ship-to A
Customer B - Ship-to B

>From Customer A you must create the account relationship to Customer B, so that Customer B can order and receive the goods. Customer A can receive the bill.

>From Customer B you can create the account relationship to Customer A, so that Customer A can order and receive the bill, but can ship it to Customer B 

Case 2
Customer A - Bill-to A and Ship-to A
Customer B - Bill-to B and Ship-to B

When you're creating account relationships you're actually granting access to that account. So, if you want Customer B to pay the bills for Customer A in case 2, then you must create the account relationship from Customer B.
The result would be that Customer A can order and receive goods only at Ship-to A and can have the bill send to Bill-to A or Bill-to B.

Solution

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