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Practice - Create a Customer Account Relationship

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 Account Relationship


Effective 11/11/02
Page 1 of 3

320087416.doc
Rev 1

Practice - Create a Customer Account Relationship


Overview
In this practice you will create a customer relationship.

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 relationship between XX-Big City and Business World (1608)
Responsibility = Order Management Super User, Vision Operations (USA)
1.

Navigate to the Relationships region

(N) Customers > Customer Search > Account Details > Account Overview > (T)
Relationships

2.

Find the XX-Big City customer

3.

Select the Customer Account record for Big City

4.

Define a reciprocal relationship with Business World (1608)

Copyright Oracle Corporation, 2004. All rights reserved.

Practice - Create a Customer Account Relationship


Effective 11/11/02
Page 2 of 3

320087416.doc
Rev 1

Solution - Create a Customer Account Relationship


Create a relationship between XX-Big City and Business World (1608)
Responsibility = Order Management Super User, Vision Operations (USA)
1.

Navigate to the Relationships region

(N) Customers > Customer Search > Account Details > Account Overview > (T)
Relationships
Name: XX-Big City

2.

(B) Find

3.

Select the Customer Account record for Big City

4.

(B) Ok

5.

(T) Relationships
Name: Business World
Number: 1608
Type: Reciprocal

6.

Leave all other defaults

7.

(I) Save

Copyright Oracle Corporation, 2004. All rights reserved.

Practice - Create a Customer Account Relationship


Effective 11/11/02
Page 3 of 3

320087416.doc
Rev 1

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