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TCA Customer setup in Oracle EBS

Posted on October 23rd, 2008 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

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TCA Customer setup in Oracle EBS requires these 20 set up steps :

  1. Setup AR and HZ profile options
  2. Setup Tax Location Flexfield
  3. Set up flexible addresses
  4. Create custom address styles (if required)
  5. Define Flexible Address Validation
  6. Define Customer Profile Classes (optional)
  7. Define customer lookups
  8. Enter parties and customer accounts
  9. Enter Customer Account Information
  10. Assigning Profile Classes to Customers
  11. Setup Customer General (Header) Information - Customers Field Reference
  12. Enter Customer Addresses
  13. Assign a Business Purpose to a Customer Address
  14. Enter Customer Account Contacts
  15. Enter Customer Telephone Numbers
  16. Assign Banks to Customer Accounts
  17. Assign Payment Methods
  18. Enter Marketing Information
  19. Enter Customer Telephone Numbers
  20. Creating Customer Account Relationships

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