Customer Setup

Release 11i
Classroom Exercises
Prepared by Oracle University
Author: Oracle Corp
Creation Date: June 18, 201
!ast Updated: Au"ust 2#, 2000
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Lab 1: Defi ni ng a Profil e Clas s
Object i ve: De;ine a Pro;ile Class
Responsibility: Receivables, Vision Operations.
/enu %ar: 'ile )<itch ,esponsibility: ,esponsibility = ,eceivables, 7ision Operations >U)A?
(ote: Other ,esponsibilities do not have all o; the ;unctional security to add data
1. Customers
. Profile Classes
Customers Profile Class
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!ame
@@A7+C,
Des cri pt i on
@@ 7&,0 +OOD C,&D*$ ,A$*(+
"cti ve

Wi ndo w Tab
Pro;ile Class
Cre#i t: Coll ect or
Ja9i e
Cre#i t: $ol eranc e
0
Cre#i t C%ec&

$erms : Payme nt $erms
.0 (et
$erms : Overri #e $erms

$erms : "llo' Di scount


$erms : Di scount (race
Days
2
$erms : Recei pt (race
Days
.
Recei pt s : )atc%
Recei pt s *y
Bbl anCD
Recei pt s : "ut o Cas%
Rul e +et
)tandar d
Recei pt s : Remai n#e r
Rul e +et
Bbl anCD
Recei pt s : Auto,ecei pt s
*nclude Disput ed *te9s

,inanc e C%arge s :
C%arge -nt ere s t

,inanc e C%arge s :
Compoun# -nt ere s t

,inanc e C%arge s : Days
in Peri o#
.0
+tat e me n t s : +en#
+tat e me n t s

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+tat e me n t s : +en# Cre#i t
*al anc e

+tat e me n t s : Cycl e
/onthly
-nvoi ci ng: $a. Printi ng
*te9iEe and )u9
-nvoi ci ng: (roupi ng Rul e
D&'AU!$
Dunni ng: +en# Lett er s

Dunni ng: Lett er +et
)$A(DA,D
Cons ol i #at e # *illing
-nvoi ce: +en#

Cons ol i #at e # *illing
-nvoi ce: ,ormat
Bbl anCD
Wi ndo w Tab
Pro;ile Class A9ount s
Customer Profile Classes
Currency
U)D
,inanc e C%arge s -ntere s t
Rat e
2
)a. -ntere s t Per -nvoi ce
100- 00
)in Cust ome r *al anc e
,or ,inanc e C%arge s
)in -nvoi c e *al anc e for
,inanc e C%arge s
)in Recei pt "mount
)in +tat e me n t "mount s
)in Dunni ng "mount
100- 00
)in Dunni ng -nvoi ce
"mount
100- 00
Cre#i t Limi t
1000000- 00 >1, 000, 000- 00?
Or#er Cre#i t Limit
#00000- 00 >#00, 000- 00?
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)A7&
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Lab : +t an#ar# Cust ome r /ntry
Objecti ve: Creat e a cust o9er , <hich has a sin"l e sit e location usin" )tandar d
&ntry- Cust o9i Ee your cust o9erFs pro;ile class- $his cust o9er <ill be char"ed taG-
1. Customers
. +tan#ar#
,in#0Customers
Cust o me r $ype
Or"aniEati on
Wi ndo w Tab
Advanced
Cust o me r !ame
@@A$A@ )*$& CO/PA(0
BclicC on the 'ind butt onD
BclicC on O5 to the (ote <indo< that the cust o9er is ne<D
BclicC on the (e< >%? but t onD
Classification
Wi ndo w Tab
Classi;ication
Profil e Clas s
@@A7+C,
$ype
&Gternal
Clas s

Cat e g ory
3i"h $echnol o"y
$a. Co#e
Bbl anCD
+-C
$a. Calcul ati on
+al e s C%annel
Ref ere nc e
D1!+ !umber
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Wi ndo w Tab
Pro;ile: $rans act i on
Profile: $ransaction 2in#o'
Profil e Clas s
@@A7+C,
Payme nt $erms
.0 (et
Wi ndo w Tab
Address es
"##ress 2in#o'
BClicC on (e< butt onD
Country
United )tat es
"##re s s
)uit e .00
2188 )addl e Dr-
City
!eGin"t on
+tat e
50
Pos t al Co#e
0#11
Provi nc e

Count y
'ayet t e
"cti ve

BclicC on the Usa"e ;ield under the %usines s Purpos e $ab
*usiness Purpose 2in#o'
Wi ndo w Tab
%usines s Purpos e
1sag e
%ill $o
Locati on
/A*(
Pri mary
"cti ve
BclicC on Open but t onD
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Wi ndo w Tab
Det ails
$a. Co#e
Bbl anCD
Payme nt $erms
.0 (et
+al e s p e r s o n
!e<is, /r- %arry
B)ave D
Bclos e the <indo< and ret urn to the %usines s Purpos e re"ion
and clicC on the neGt line a;t er %ill $oDB*; the <indo< opens
$o Det ails, "o to the /enu %ar: 7ie< and choos e
)u99ar y: Det ail D
*usiness Purpose
1sag e
)hip $o
Locati on
3o9e
*ill $o Locati on
/A*(
Pri mary
"cti ve
BclicC on the Open but t onD
Wi ndo w Tab
Det ails
$a. Co#e
Bbl anCD
Wi ndo w Tab
Order /ana"e 9e nt
,rei g%t $erms
Prepai d
2are%ous e
)eat tl e /anu;act uri n"
B)ave D
Bclos e the <indo< and ret urn to the Cust o9er Address
2indo<
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&nter Contact in;or9ation ;or this Address:
Customer "##ress
Wi ndo w Tab
Cont act s: $elephones
2or& in t%e same column all t%e 'ay #o'n
Contacts: $elep%one
Cont act !ame s
3ro' 415
Last
!UC5
,irst
%O%
$itl e
/r-
6ob
Controller
)ail +t op
Ref ere nc e
/mail

lucCbHhot 9ail- co
9
"cti ve
0es
Bbe sure to clicC
on each cont act
na9e be;ore
ent eri n" their
telephone D
Cont act $el ep%on e s
3ro' 415
"rea Co#e
606
$el ep%on e !umber
###A 1212
/.t ens i on
12
$ype
+ener al
Pri mary

"cti ve



B)ave D
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Lab 7: +t an#ar# Cust ome r /ntry
Objecti ve: Creat e a cust o9er , <hich has a 9ultipl e sit e locations> 1 billAto and 2
shipA to addr es s? usin" )tandar d &ntry
1. Customers
. +tan#ar#
Customers 2in#o'
Cust o me r $ype
Or"aniEati on
Wi ndo w Tab
Advanced
!ame
@@A/U!$*P!& )*$& CO/PA(0
BclicC on the 'ind butt onD
BclicC on O5 to the (ote <indo< that the cust o9er is ne<D
BclicC on the (e< >%? but t onD
Classification
Wi ndo w Tab
Classi;ication
Profil e Clas s
@@A7+C,
$ype
&Gternal
Clas s
Other
Cat e g ory
Other
$a. Roun#i ng
Bbl anCD
$a. Co#e
+-C Co#e
12.#
$a. Calcul ati on
3eader
+al e s C%annel
Direct
Ref ere nc e
Bent er one or syst e9 <ill creat e one upon )ave D
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D1!+ !umber
Wi ndo w Tab
Order /ana"e 9e nt
+%i p Parti al
0es
,rei g%t $erms
Prepai d
,O*
Destinat i on
2are%ous e
)eat tl e /anu;act uri n"
Wi ndo w Tab
Pro;ile: $rans act i on
Profile: $ransaction 2in#o'
Profil e Clas s
@@A7+C,
Payme nt $erms
.0 (et
Wi ndo w Tab
ClicC on 2indo< $ab Addres s es
"##ress 2in#o'
BClicC on (e< but t onD
Country
Unit ed )tat es
"##re s s
2188 )hort )treet

City
)an 'ranci sco
+tat e
CA
Pos t al Co#e
806#
Provi nc e

Count y
)an 'ranci sco
"cti ve

BclicC on the Usa"e ;ield under the %usines s Purpos e $abD
*usiness Purposes 2in#o'
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1sag e
%ill $o
Locati on
/A*( O''*C&
Pri mary

"cti ve

BclicC on Open butt onD
$a. Co#e
&Ge9pt
Payme nt $erms
.0 (et
+al e s p e r s o n
!e<is, /r- %arry
B)ave D
8
Bcl os e the <indo< and ret ur n to the %usines s Purpos e re"ion
and clicC on the (e< but t on
*usiness Purpose 2in#o'
B/enu %ar: 7ie<)u99ar y: Det ail
1sag e
)hip $o
Locati on
)A( ',A(C*)CO
*ill $o Locati on
/A*( O''*C&
Pri mary
"cti ve
BclicC on the Open but t onD
$a. Co#e
&Ge9pt
Wi ndo w Tab
Order /ana"e 9e nt
,rei g%t $erms
Prepai d
2are%ous e
)eat tl e /anu;act uri n"
B)ave D
Bclos e the <indo< and ret urn to the Cust o9er Address
2indo<
&nter Contact in;or9ation ;or this Address:
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6:18:201 6:18:201 Pa"e 1.
Customer "##ress
Wi ndo w Tab
Cont act s: $elephones
2or& in t%e same column all t%e 'ay #o'n
Contacts: $elep%one
Cont act !ame s
3ro' 415 3ro' 4 5 3ro' 4 75
BclicC on ;or a
(e< recordD
BclicC on ;or a
(e< recordD
Last
)/*$3 JO(&) %*+%O0
,irst
%O% %&$$0 %U%%A
$itl e
/r- /s- /r-
6ob
Controller Chie; &Gecutive
O;;icer
/ana"er
)ail +t op

Ref ere nc e
/mail

s9it hHhot 9ai l- c
o9
IonesHhot 9ail- co9
"cti ve


Bbe sure to clicC
on each cont act
na9e be;ore
ent eri n" their
telephone D
Bbe sure to clicC on
each cont act na9e
be;or e ent eri n" their
telephone D
B)ave D
Cont act $el ep%on e s
3ro' 415 3ro' 4 15
"rea Co#e
6#0 6#0
$el ep%on e !umber
###A 00 111A .222
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Custo9er )etup
6:18:201 6:18:201 Pa"e 1
/.t ens i on
1881 ..
$ype
+ener al +ener al
Pri mary

"cti ve



B)ave D B)ave D
Bshi;t Pa"eA Up to
"o to the neGt
Cont act (a9e D
Bshi;t Pa"eA Up to "o
to the neGt Cont act
(a9e D
Close eac% 'in#o' an# return bac& to t%e Customer 9 +tan#ar#
2in#o'. Place cursor in t%e "##ress region an# clic& on t%e !e'
button- 2e are a##ing a secon# +%ip $o a##ress.
"##ress 2in#o'
Country
United )tat es
"##re s s
#80 Pett y CreeC ,oad

City
Chica"o
+tat e
*!
Pos t al Co#e
60600
Provi nc e

Count y
CooC
"cti ve

Wi ndo w Tab
%usines s Purpos e 2indo<
1sag e
)hip $o
Locati on
C3*CA+O
*ill to Locati on
/A*( O''*C&
Pri mary

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Custo9er )etup
6:18:201 6:18:201 Pa"e 1#
"cti ve

clicC on Open but t onD
Wi ndo w Tab
Det ails
$a. Co#e
&Ge9pt
Payme nt $erms
.0 (et
+al e s p e r s o n
!e<is, /r- %arry
Wi ndo w Tab
Order /ana"e 9e nt
2are%ous e
)eat tl e /anu;act uri n"
B)ave D
Bclos e the <indo< and ret urn to the Cust o9er A )tandar d
<indo<D
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Lab :: Cust ome r /ntry 1si ng +ummary 2in#o'
Objecti ve: Creat e a cust o9er usin" the )u99ar y 2indo<
1. Customers
. +ummary
Customers 2in#o'
Cust o me r $ype
Or"aniEati on
Wi ndo w Tab
Advanced
!ame
@@A)*(+!& )*$&
BclicC on the 'ind butt onD
BclicC on O5 to the (ote <indo< that the cust o9er is ne<D
BclicC on the (e< >%? but t onD
;)enu *ar: Vie' +ummary0 De t ai l
Customer 9 +ummary
Bpr es s the $ab Cey to ;ind the ;ollo<in" ;ields D
+tat us
1s e
Cust o9er
Profil e
@@A7+C,
$ype
&Gternal
Clas s
Other
Cat e g ory
Other
$a. Co#e
(+"

+-C Co#e
12.#
+al e s p e r s o n
+%i p Parti al
0es
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,O*
Destinat i on
Price List
Corpor at e
,rei g%t $erms
Prepai d
2are%ous e
)eat tl e /anu;act uri n"
+al e s C%annel
Direct
D1!+ !umber s
Bbl anCD
BclicC on the Open but t onD
Wi ndo w Tab
Order /ana"e 9e nt
+%i p Parti al
0es
,rei g%t $erms
Prepai d
,O*
Desti nati on
2are%ous e
)eat tl e /anu;act uri n"
Customer 9 +tan#ar#
Wi ndo w Tab
ClicC on 2indo< $ab Addres s es
"##ress 2in#o'
BClicC on (e< but t onD
Country
Unit ed )tat es
"##re s s
000 !on" )treet

City
)an 'ranci sco
+tat e
CA
Pos t al Co#e
806#
Provi nc e

Country
)an 'ranci sco
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Custo9er )etup
6:18:201 6:18:201 Pa"e 18
"cti ve

BclicC on the Usa"e ;ield under the %usines s Purpos e $ab
*usiness Purpose 2in#o'
1sag e
%ill $o
Locati on
/A*( O''*C&
Pri mary
"cti ve
BclicC on Open but t onD
Wi ndo w Tab
Det ails
$a. Co#e
&Ge9pt
Payme nt $erms
.0 (et
+al e s p e r s o n
!e<is, /r- %arry
B)ave D
Bclos e the <indo< and ret urn to the %usines s Purpos e re"ion
and clicC on the (e< butt on
*usiness Purpose 2in#o'
B/enu %ar: 7ie<)u99ar y: Det ail
1sag e
)hip $o
Locati on
)' 2A,&3OU)&
*ill $o Locati on
/A*( O''*C&
Pri mary
"cti ve
BclicC on the Open but t onD
Wi ndo w Tab
Det ails
$a. Co#e
&Ge9pt
Wi ndo w Tab
Order /ana"e 9e nt
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Custo9er )etup
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,rei g%t $erms
Prepai d
2are%ous e
)eat tl e /anu;act uri n"
B)ave D
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Lab <: Defi ni ng a Cust ome r 'it % =uic& +cre e n
Objecti ve: De;ine a cust o9er and cust o9er in;or9at i on usin" the 4uicC ;unction
1. Customers
. =uic&
Customers 2in#o'
Cust o me r $ype
Or"aniEati on
Wi ndo w Tab
Advanced
!ame
@@A,*+3$ (O2 P,*($&,)
BclicC on the 'ind buttonD
BclicC on O5 to the (ote <indo< that the cust o9er is ne<D
BclicC on the (e< >%? but t onD
Customer "##ress
Wi ndo w Tab
Address es
BclicC on the Open but t onD
Country
Unit ed )tat es
"##re s s
100 Peach $ree )treet
City
Atlant a
+tat e
+A
Pos t al Co#e
.0.01
Country
'ulton
2in#o' $ab
B%usi nes s Purpos es D
*ill $o

+%i p $o

)ar&et

B)ave D
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6:18:201 6:18:201 Pa"e 21
2in#o' $ab
Cont act s: $elephone s
Contact:: $elep%one
Cont act !ame s
3ro' 415
Last
)/*$3
,irst
JO3(
$itl e
/r-
6ob
Controller
)ail +t op
Ref ere nc e
/mail
Is9it hHhot 9ai l- co9
"cti ve


Bbe sure to clicC on each
cont act na9e be;ore
ent eri n" their telephone D
Cont act $el ep%on e s
3ro' 415
"rea Co#e
800
$el ep%on e !umber
#8#A 1212
/.t ens i on
81..
$ype
+ener al
Pri mary
"cti ve
B)ave D
Wi ndo w Tab
Pro;ile: $rans acti on
Profile: $ransaction 2in#o'
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6:18:201 6:18:201 Pa"e 22
Profil e Clas s
@@A7+C,
B)ave D
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Custo9er )etup
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Lab >: Defi ni ng a Cust ome r 'it % =uic& +cre e n
Objecti ve: De;ine a cust o9er and cust o9er in;or9at i on usin" the 4uicC ;unction-
$his cust o9er <ill be use lat er durin" the Pricin" A"ree9e nt !ab-
1. Customers
. =uic&
Customers 2in#o'
Cust o me r $ype
Or"aniEati on
Wi ndo w Tab
Advanced
!ame
@@AA+,&&/&($ CO/PA(0
BclicC on the 'ind buttonD
BclicC on O5 to the (ote <indo< that the cust o9er is ne<D
BclicC on the (e< >%? but t onD
Customer "##ress
Wi ndo w Tab
Address es
BclicC on the Open but t onD
Country
Unit ed )tat es
"##re s s
)uit e 100
"##re s s
100 )prin" 3ill ,oad
City
Atlant a
+tat e
+A
Pos t al Co#e
.0.01
Count y
'ulton
Wi ndo w Tab
B%usi nes s Purpos es D
*ill $o

+%i p $o

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)ar&et

B)ave D
Wi ndo w Tab
Cont act s: $elephone s
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Custo9er )etup
6:18:201 6:18:201 Pa"e 2#
Contact:: $elep%one
Cont act !ame s
3ro' 415
Last
2&))O(
,irst
/*5&
$itl e
/r-
6ob

)ail +t op
Ref ere nc e
/mail

"cti ve


Bbe sure to clicC on each
cont act na9e be;ore
ent eri n" their telephone D
Cont act $el ep%on e s
3ro' 415
"rea Co#e
800
$el ep%on e !umber
#8#A #
/.t ens i on

$ype
+ener al
Pri mary
"cti ve
B)ave D
Wi ndo w Tab
Pro;ile: $rans act i on
Profile: $ransaction 2in#o'
Profil e Clas s
@@A7+C,
B)ave D
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Lab ?: )erge Cust ome r s
Objecti ve: 0ou have discover that you have duplicat e %ill $o Cust o9er s- @@A
)*(+!& )*$& cust o9er is a duplicat e o; @@A/U!$*P!& )*$& CO/PA(0- Use /er"e to
inactivat e the @@A)*(+!& )*$& %illAto and )hipA to and 9er "e to @@A/U!$*P!& )*$&
CO/PA(0-
1. Customers
. )erge
Customers )erge
$ype
Or"aniEati on
,rom: !ame
@@A)*(+!& )*$&
!umber
Bde; aul t D
Del et e "ft er )erge

$o: !ame
@@A/U!$*P!& )*$& CO/PA(0
!umber
Bde; aul t D
Creat e +ame +it e

Bt hi s <ill creat e a sit e sa9e as in the 'ro9D
$o: "##re s s 31sag e @
*ill $o5
2188 )hort )treet , )an 'ranci sco, CA, 806#, Unit ed )tat es
Creat e +ame +it e

Bt hi s <ill creat e a sit e sa9e as in the 'ro9 ;or the )hip $oD
$O: "##re s s 31sag e 9
+%i p $o5
000 !on" )treet , )an 'ranci sco, CA- 806#, United )tat es
BclicC on the /er"e but t onD

,eJuest *d:KKKKKKKKKKKKKKKKKKKK
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Custo9er )etup
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Lab A: Revi e ' Cust ome r -nformat i on
Objecti ve: ,evie< Cust o9er in;or9at i on a;t er /er"e
1. Customers
. +tan#ar#
Customers 2in#o'
BclicC on the 'ind icon D
!ame
@@A)*(+!& )*$&
BclicC on the 'ind butt onD
*s your @@A)*(+!& custo9er Address )ites Active or *nactiveL
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Lab B: Defi ne Payme nt $erms
Objecti ve: Creat e a Pay9ent $er9s code to be use in Order &ntry and *nvoicin"-
Creat e a Pay9ent $er9s that re;er ence s pay9e nt 9ade in 1:. pay9e nt s o; a 80
day period <ith .0 day interval s- (o discount s
Create a Pay9ent $er9s that re;erence pay9ent in 10 days that o;;ers a .M discount <ith the net
balance reJuired in .0 days-
Create a Pay9ent $er9s that re;erence pay9ent reJuired no<-
1. +etup
. $ransactions
7. Payment $erms
Payment $erms
!ame
@@ .0: 60: 80
*as e "mount
100
Des cri pt i on
1:. due in .0 days, 1:. due in 60 days, 1:. due in 80 days <ith
C,&D*$ C3&C5- Pay9ent ter9s can include a discount M ;or
early pay9e nt and you can assi "n 9ultipl e discount s to each
pay9e nt ter9 line
"llo' Di scount on Parti al
Payme nt s

Cre#i t C%ec&
Discount *asi s
!ines Only
Cutof f Day: Day of
mont %
Cutof f Day: Last #ay of
mont %

/ffecti ve Dat e s : ,rom
Bt odayFs dat e D
/ffecti ve Dat e s : $o
Bone year ;ro9 todayD
Print Lea# Days
20
,irst -nst al l me nt
Allocat e $aG and 'rei"ht
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Payment +c%e#ule
+eC Relative
"mount
Due
Days
Date Day of
)ont%
)ont%s
"%ea#
1 .. .0
2 .. 60
. . 80
+ave your #ataD
Define anot%er Payment $erms to represent 7E #iscount if pai# 'it%in 1F #ays or !et is #ue in
7F #ays.
Payment $erms 2in#o'
Bshi;t Pa"e Up to 9ove the cursor to the (a9e ;ieldD
B place the cursor in the (a9e ;ield, clicC on the (e< icon
D
!ame
@@ .:10, (&$ .0
*as e "mount
100
Des cri pt i on
.M discount earned i; paid <ithin 10 days- Pay9ent ter9s
can include a discount ;or earl y pay9e nt and you can assi "n
9ultipl e discount to each pay9e nt ter 9 line-
"llo' Di scount on Parti al
Payme nt s

Cre#i t C%ec&
Discount *asi s
!ines Only
Cutof f Day: Day of
mont %
Cutof f Day: Last #ay of
mont %

/ffecti ve Dat e s : ,rom
Bt odayFs dat e D
/ffecti ve Dat e s : $o
Bone year ;ro9 todayD
Print Lea# Days
Bbl anCD
,irst -nst al l me nt
Allocat e $aG and 'rei"ht
Copyri"ht Oracle Corporation- All ri"hts reserved-
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Payment +c%e#ule
+eC Relative
"mount
Days Date Day of
)ont%
)ont%s
"%ea#
1 100 .0
ClicC on the Discounts button
Discounts 2in#o'
E Days Date Day of
)ont%
)ont%s
"%ea#
. 10
+ave your #ataD
Define anot%er Payment $erms to represent payment #o no'.
Bs hi;t Pa"e Up to 9ove the cursor to the (a9e ;ieldD
B place the cursor in the (a9e ;ield, clicC on the (e< icon
D
!ame
@@ *//&D*A$&
*as e "mount
100
Des cri pt i on
$&,/) 'O, PA0/&($ DU& *//&D*A$&!0
"llo' Di scount on Parti al
Payme nt s

Cre#i t C%ec&
Discount *asi s
*nvoice A9ount
Cutof f Day: Day of
mont %
Cutof f Day: Last #ay of
mont %

/ffecti ve Dat e s : ,rom
Bt odayFs dat e D
/ffecti ve Dat e s : $o
Bone year ;ro9 todayD
Print Lea# Days
Bbl anCD
,irst -nst al l me nt
Allocat e $aG and 'rei"ht
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Custo9er )etup
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Payment +c%e#ule
+eC Relative
"mount
Days Date Day of
)ont%
)ont%s
"%ea#
1 100 0
+ave your #ataD
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