TCA Customer setup in Oracle EBS

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

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