1

Sign in to Oracle.  

• Click the Navigator icon at the top left of the screen and select Billing from the Receivables section of the menu.

OR

• Click Receivables and select Billing from the options.

2

From the Billing screen, click the Tasks icon on the right and in the Customers menu, select Manage Customers.

3

From the Manage Customers page, enter the desired search criteria then click Search.

Note: The parameters with two asterisks (**) are required and at least one must be used when searching for a customer.

In this example, the name of the customer is used.

4

1

Locate the desired customer from the Search Results list.

2

From the Accounts section, click the Account Number.

3

In the Edit Account screen, click the Profile History tab.

4

In the Profile History section, select the Actions menu and click Correct Record.

5

Edit the Account Profile information, as needed.

6

When completed, click Save and Close.

1

Locate the desired customer.

See instructions above.

2

From the Accounts section, click the Account Number to edit the account information.

3

Select the Communications tab to see the Contacts information.

4

In the Account Contacts, click the Edit Contacts button.

5

Click the Add icon to create a contact.

6

In the Create Contact pop-up, enter the required information.

After contact data is entered click OK.

The new Contact displays on the Account screen.  Click Save and Close to save it again.

Open the account again by clicking the Account number.  

7

Scroll down the screen to the Addresses section.

Click the Add icon.

8

In the Create Address screen, enter the account's address.

Note: Enter the postal code to automatically populate the City and State parameters.

9

In the Address Purposes section, click the Add icon.

Add the Account's Purpose and Date into the fields provided.

Select OK.

10

Scroll up to the Contact Points section.

Set the Type parameter as Phone.

Click the Add icon.

11

Configure the phone number parameters.

Click OK.

12

Click Save and Close.

1

Locate the desired customer.

See instructions above.

2

Click the Site Number.

3

From the Edit Site page, click the Site Details tab.

4

Scroll to the Reference Accounts section.

Click the Add icon.

5

Configure the Business Unit parameter.

Click the Revenue Search icon.

6

Enter the Company information.

Select Search.

7

Select the desired Revenue account combination.

Click OK.

8

Repeat the account configuration process for each desired account.

When all accounts are set, click OK.

9

Click Save and Close.

1

Select the Communications tab.

2

Click the Edit Contacts button.

3

For more information see: How to Assign Communications to a Customer Account