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Customer Profile Classes Setup


Form Application: Oracle Accounts Receivables
Form Path: /oracle/apps/r12/visr12/apps/apps_st/appl/ar/12.0.0/forms/US/ARXMACPC.fmx

Customer Profile classes consists of setting up limits/rules for credit checks, payment terms etc. Once profile classes are setup they can be assigned to customers.

Customer Profile Classes Setup - Oracle Accounts Receivables
Customer profile classes supports setting up rules for customers and later they can be assigned to customers.
For detailed tutorial on how to setup customer profile classes in Oracle Accounts Receivables visit us at


Navigation: Login to Oracle Apps -> Select Accounts Receivables responsibility -> Setup

  • Navigate to  Customers -> Profile Classes
  • Query any existing profile class to modify or enter new profile class name
  • Enter the Profile Class Name
  • Enter Profile Class description
  • Check the ‘Active’ flag to make profile class active
  • Setup ‘Profile Class’ tab fields
  •     Balance forwarding enable
  •     Bill level
  •     Bill type
  •     Invoice Tax printing rule
  •     Invoice grouping rule
  •     Payment terms
  •     Allow discount
  •     Override terms
  •     Discount grace days
  •     Send statements
  •     Send credit balance
  •     Send dunning letters
  •     Collector name
  •     Collector classification
  •     Periodic review cycle
  •     Analyst
  •     Tolerance %
  •     Credit Check
  •     Match Receipts by
  •     Auto cash rule set
  •     Remainder rule set
  •     Auto receipts include disputed items
  • Setup ‘Late Charge Profile’ tab fields
  •     Enable late charges
  •     Charge calculation
  •     Additional Charges & Reductions – Credit items & disputed transactions
  •     Late charge type
  •     Payment term
  •     Message text
  •     Interest calculation formula
  •     Interest calculation period
  •     Days in period
  •     Receipt grace days
  •     Hold charged invoices
  •     Charge beginning date
  •     Use multiple interest dates
  • Setup ‘Profile Class Amounts’ tab fields
  •     Credit limit amount
  •     Order credit limit amount
  •     Minimum receipt amount
  •     Minimum statement amount
  •     Exchange rate type
  •     Minimum customer balance tolerance
  •     Minimum Invoice balance
  •     Minimum charge per invoice
  •     Interest charge type
  •     Interest charge value
  •     Charge schedule rule
  •     Penalty charge type
  •     Penalty charge value
  •     Penalty charge schedule rule

Save the changes

Auto Invoice Import

Account Receivables – Auto Invoice Import

Navigation: AR Responsibility -> Interfaces -> Auto Invoice

AR Auto Invoice Import

AR Auto Invoice Import

Click OK to submit single request.

  • Select ‘Auto Invoice Master Program’.
  • Enter the parameters – Invoice source Default date, transaction type,
AR Auto Invoice Import - Paramters

AR Auto Invoice Import - Paramters

Click OK and submit the request

Navigate to  TOOLS – View Requests -> Output to see the output.

Create AR Credit Memo

Navigation: AR Responsibility -> Transactions -> Transactions

Enter the AR Transaction header details

Create AR Credit Memo - Header

Create AR Credit Memo - Header

  • Source – Invoice source i.e. to identify the source of transactions.  Select as ‘Manual’ for manual entry of invoices.
  • Class – Select the Invoice class. It could be Invoice, Chargeback, credit memo, debit memo, deposit, Guarantee. For credit Memo select class CREDIT MEMO.
  • Type – Select the predefined Invoice types.
  • Enter Invoice Date, GL Date
  • Enter the currency
  • Select the customer Bill to and ship to addresses
  • Select the payment terms
  • Select the Payment details by clicking on ‘Select Instruments’.

Save the invoice Header. Upon successful saving AR invoice number is automatically generated.

Click on ‘LINES’ to enter line information.

  • Enter Item number or description, UOM, Quantity, Unit Price.
Create AR Credit Memo - Lines

Create AR Credit Memo - Lines

Click on ‘Distributions’ .

  • Enter GL Account for Revenue and percentage of amount.
Create AR Credit Memo - Distributions

Create AR Credit Memo - Distributions

Click on ‘Sales Credits’ to capture sales credit information.

Click on ‘COMPLETE’ to complete the AR credit memo creation.