You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

New Customer Profile Class is not saving at Customer Site Level

Accepted answer
26
Views
1
Comments
edited Aug 11, 2020 8:15PM in Receivables & Collections 1 comment

Summary

Trying to keep the same Customer Profile Class at the Account and af Site Level

Content

Navigate to Receivables > Billing > Task List > Manage Customers

Query for Customer : XXXX

Select Account Number by clicking the link

Select Profile History and from the Actions drop arrow, choose Correct Record

It will save the Profile Class correctly at Account Number level.

Now select the Site Number and try to choose the Profile Class from the LOV which was selected in the Account Number.

There is no error message but the Profile Class remains as DEFAULT.

 

Version

20C (11.13.20.07.0)
Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!