Practice - Create a Customer Relationship (Required)

Distribution
R12 Receivables Fundamentals

Ownership
The Job Title [list@YourCompany.com? ub!ect"#$%&&&&&' is responsible (or ensurin) that this document is necessary and that it re(lects actual practice.

Copyright Oracle Corporation, 2001 !ll rights reser"ed

Practice - Create a Customer Relationship (Required) ())ecti"e 0'*10*0& Page 1 o) +

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Practice - Create a Customer Relationship (Required)

Overview
*n this practice you +ill create a relationship bet+een the customers ,,-e)amart and ,,.iant /istributors. /e(ine relationships bet+een customers to control payment and commitment application. You can create relationships bet+een any t+o customers and indicate that the relationship is either one0+ay or reciprocal. Relationships are also (or sharin) %ill To and hip To addresses and 1ricin) entitlements in 2rder -ana)ement. 3hen you apply receipts to an invoice in a one0+ay relationship4 the parent customer can apply receipts to the related customer5s invoices but not the other +ay around. $ reciprocal relationship +or6s both +ays.

Assumptions
Replace ,, +ith your terminal number or initials. You must have access to an 2racle $pplication 7ision database or comparable trainin) or test instance at your site on +hich to complete this practice.

Tasks
Create a Reciprocal Customer Relationship 1. 8avi)ate to the Customer earch pa)e. 2. <. 98: Customers ; Customers earch and select the ,,0,,0 -e)amart customer account. /rill do+n to the Relationship subtab o( the $ccount 2vervie+ pa)e. =. >. ?. @. A. 98: ; Customers ; Customers ; Customer earch ; $ccount /etails

Clic6 9%: Create $ccount Relationship. earch and select the customer account ,,.iant /istributors (rom the Related $ccount list o( values. elect the 7ision 2perations operatin) unit. elect the Reciprocal relationship type. Clic6 9%: $pply on the Create $ccount Relationship.
Copyright Oracle Corporation, 2001 !ll rights reser"ed

Practice - Create a Customer Relationship (Required) ())ecti"e 0'*10*0& Page 2 o) +

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B.

Clic6C 9%: ave on the Relationship subtab o( the $ccount 2vervie+ pa)e to add (urther account details. 9%: $pply to return to the Customer earch pa)e.

Copyright Oracle Corporation, 2001 !ll rights reser"ed

Practice - Create a Customer Relationship (Required) ())ecti"e 0'*10*0& Page + o) +

21#$%2&'% doc Re" 1