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AR Account identification in Sales Account Screen

edited Feb 27, 2020 4:36AM in Sales 9 comments

Content

Hi,

We are going to create Account in two places.

1. Finance: Accounts are created in Finance Module. Finance accounts are merged with Sales Account using Sync process.

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/engagement/releases/19B/19B-engagement-wn.htm#F5613

2. Sales: Prospect Accounts are created in Sales Module. During the Prospect to Finance account process, finance team manually create the Finance Account in Account Receivables screen (Using exact name of Prospect Account). System will pop-up the Possible duplicate screen. Finance team will pick the Sales Account and select the merge option. 

We want to know whether the Account is synced with Finance account or not from Sales Account screen. It will help the Sale Rep to identify whether the Customer is doing business with or not, since we have multiple BUs. All BUs sales rep will see all Accounts. 

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