Implementing Cloud Financials: From Empty Pod to Go-Live · Module 9 · Receivables
Creating customers
Lesson 92 of 153 · 11 min
Create a customer with a bill-to site. Add a separate ship-to site in a different jurisdiction. Set payment terms at account level, override them at site level, and show the precedence. Attach the tax profile and the exemption you configured in the tax module. Then demonstrate the spreadsheet upload for bulk customer creation, including a deliberately failing row so you can read the validation message. The ship-to in a different jurisdiction is not busywork. It makes the place-of-supply rule visible: enter a transaction against it later and the tax genuinely differs. A single-jurisdiction customer teaches you nothing about the rule you configured. And bulk upload is the only realistic path for a real customer master, so it is shown properly rather than mentioned in passing.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Cloud Financials: From Empty Pod to Go-Live, with a certificate on completion and a fourteen-day refund window.