Practice - Create a Customer Profile Class

Distribution
R12 Receivables Fundamentals
D11435GC30

Ownership
The Job Title [list@YourCompany.com?Subject=LABxxxxx] is responsible for ensuring that this
document is necessary and that it reflects actual practice.

Copyright Oracle Corporation, 2004. All rights reserved.

Practice - Create a Customer Profile Class

Effective 11/11/02

Page 1 of 3

320087300.doc
Rev 1

Practice - Create a Customer Profile Class

Overview
In this practice you will create a customer profile class

Assumptions

If you are not attending training at an Oracle University or Authorized Partner

Education Center, you must have access to an Oracle Application Vision database or
comparable training test instance on which to complete this Practice.

Replace XX in the Practice with a unique identifier such as your initials or a number.
(For Instructor Led Training classes, this number will be assigned to you). This is
necessary in order to create unique records within the database when performing the
Practice.

Tasks
Create a new customer profile class: XX-New
Responsibility = Order Management Super User, Vision Operations (USA)
1.

(N) Customers > Profile Classes

Name: XX-New
Description (unnamed field): XX New

2.

Use the following information to define your profile class:

Payment Terms: 30 Net
Collector: Pat
Tax Printing: Itemize and Sum
Statement Cycle: Monthly (25th day of every month)
Match Receipts By: Transaction Number
Auto Cash Rule Set: Standard
Remainder Rule Set: Standard

3.

Use the following information in the Profile Class Amounts tabbed region to specify limits
in USD
Currency: USD
Min Receipt Amount: 15.00
Min Statement Amount: 100.00
Credit Limit: 100,000.00
Order Credit Limit: 10,000.00

Copyright Oracle Corporation, 2004. All rights reserved.

Practice - Create a Customer Profile Class

Effective 11/11/02

Page 2 of 3

320087300.doc
Rev 1

Solution - Create a Customer Profile Class

Create a new customer profile class: XX-New
Responsibility = Order Management Super User, Vision Operations (USA)
1.

Navigate to the Profile Classes window

(N) Customers > Profile Classes

Name: XX-New
Description (unnamed field): XX New

2.

(T) Profile Class

Payment Terms: 30 Net
Collector: Pat
Tax Printing: Itemize and Sum
Statement Cycle: Monthly (25th day of every month)
Match Receipts By: Transaction Number
Auto Cash Rule Set: Standard
Remainder Rule Set: Standard

3.

Leave all other defaults

4.

(T) Profile Class Amounts

Currency: USD
Min Receipt Amount: 15.00
Min Statement Amount: 100.00
Credit Limit: 100,000.00
Order Credit Limit: 10,000.00

5.

(I) Save.

Copyright Oracle Corporation, 2004. All rights reserved.

Practice - Create a Customer Profile Class

Effective 11/11/02

Page 3 of 3

320087300.doc
Rev 1