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Implementing Cloud Financials: From Empty Pod to Go-Live · Module 9 · Receivables

The customer model

Lesson 91 of 153 · 1 min

Four levels: party → customer account → account site → site use, deliberately parallel to the supplier model from the previous module. Notice the parallel; it transfers. Site uses are bill-to, ship-to and others, and one physical site can hold several uses. A bill-to and a ship-to can differ — which is what drives tax place-of-supply from the tax module, and it is the reason the customer lab asks you to build one. Where things attach: payment terms, tax profile, statements, dunning. Each attaches at a specific level, and knowing which level is the practical skill — along with the account-versus-site default override hierarchy. As with suppliers: minimise sites. The reasoning is identical, and so is the cost of ignoring it.

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In this module: Module 9 · Receivables

  1. 1The order-to-cash picture
  2. 2System options
  3. 3Transaction types and sources
  4. 4AutoAccountingFree preview
  5. 5The customer model
  6. 6Creating customers
  7. 7Receipt classes, methods and remittance
  8. 8Receivables activities and adjustments
  9. 9End to end: invoice to cash
  10. 10What breaks
  11. 11Lab: full order-to-cash