Create a Customer

Follow the instructions below to create a customer in Oracle.

 

Step Action Illustration

1

 From the Home screen, click Receivables and select Billing from the options.

 

The Invoices page appears.

2

 Click the Task icon and in the Customers section, select Create Customer. The Create Organization Customer page appears.

3

 In the Customer Type field, select Organization (always select Organization).

4

 In the Organization Information section, complete the following fields:
  • Name
  • Taxpayer Identification Number

 

In the Account Information section and complete the following fields:

  • Account Description
  • Account Type (Condo unit owners should select External)
  • Customer Class
  • Account Established Date

5

 Scroll to the Account Address section and complete the following fields:
  • Account Address Set
  • From Date
  • To Date
 

6

 Scroll to the Address section and complete the following fields:
  • Site Name
  • Mail Stop
  • Country (defaults to United States)
  • Address Line 1
  • City
  • State
  • Postal Code
  • County

7

 Scroll to the Address Purposes section and click the Add "+" icon. A new Address Purposes line appears with the Site number defaulted.
 
Complete the following Address Purposes fields:
  • From Date
  • To Date
  • Purpose (Select Bill to)

8

 Verify the information is correct and click Save and Close at the top of the screen.

Updated 9/20/2018 JM