3. Profile:Transaction
The following fields are in the Profile: Transaction, Profile: Document Printing, and Profile: Amounts tabbed regions of the Customer Addresses window. You can access these tabbed regions if you have assigned an active bill–to business purpose to the customer account address.
When a new customer is created the profile class DEFAULT is defaulted and can be changed later.
Payment Terms: If you do not have a payment term assigned to the bill–to site use, the payment term assigned to the customer account or site profile defaults during transaction entry. If you do not assign payment terms to either your customer profile or site use, the payment terms assigned to the transaction type will default during transaction entry. You define payment terms in the Payment Terms window.
Credit Classification: The credit classification that you assigned to this customer. The classification defaults from the assigned profile class, but you can change it.
Customer Profile Lookups
The following table lists customer profile lookup types. You can define lookups for these types in the Receivables Lookups window.
Lookup names display as list of value choices throughout Oracle Applications to help speed data entry and accuracy. Receivables provides many lookups types for you. Some lookup types can be updated to suit your business needs. You cannot update a lookup type if Receivables requires those settings for its own internal use. For example, you cannot update attributes of the ’Tax Classification’ lookup type.
You can create new lookup types and define as many additional lookups as you want in the Receivables Lookups window. For example, you can define additional lookups to the lookup type ’Collector Actions’ to describe your collection actions. Receivables displays these lookups as list of values choices for the Action field in the Call Actions window.
You cannot change lookup name values after you save them. To remove an obsolete lookup you can: disable the code, enter an end date, or change the meaning and description to match a replacement code.
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