9.2 Understanding Customer Roles

Purpose: Use this document as a reference for understanding customer roles in ctcLink.

Audience: Accounts Receivable staff.

  1. PeopleSoft Receivables enables you to identify different types of customers in your system. These customers are defined by the roles that are assigned to them, such as Corporate, Sold To, Bill To, and Correspondence customer.
  2. Customer roles identify different system and business process options available to the customer. For example, to be able to ship orders to a customer, you must identify that customer as a Ship To customer. In addition, you must indicate that the customer is a Bill To customer so that invoices for that customer are processed in People Soft.
  3. Similarly, if you receive payments from a customer, you identify that customer as a Remit From customer. If you have a large corporate customer, you may ship orders to one address, send the bills to another address, and correspond to a third address. In case a customer is a single entity, you can bill to, ship to, and sell to the same address. In this case, you can have different contacts at the customer address.
  4. When you assign different roles to a customer, you must specify a primary address associated with each Bill To, Ship To, and Sold To role.
  5. You define customer roles based on the customer's organization and internal business structure. For example, a customer can also be a supplier. This type of relationship can be identified in the customer's general information.
  6. Consider this scenario: Your customer Blue Stone Graphics has one address. This customer purchases, receives, and pays for all of the goods or services that your company provides. Therefore, you assign Corporate, Sold To, Bill To, and Remit From customer roles to Blue Stone Graphics.
  7. Consider another scenario: A large customer, Halifax Press, has several divisions. Each division orders and receives its own supplies. However, the home office pays all invoices. In this case, you define Halifax Press as a Corporate and Remit From customer. In addition, each division is designated as a Sold To, Ship To, and Bill To customer.
  8. In summary, PeopleSoft Receivables provides flexibility in the identification of customers. A customer can be assigned more than one role. these roles identify the way the system interacts with the customer.
  9. To summarize, customer information is associated with the different roles. A customer can play one or many different roles within the PeopleSoft Receivables process. You have successfully completed the understanding customer roles topic. End of Procedure.


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