When creating new profile amounts against an existing site the 'Profile Class' (Profile Transaction section) must already exist against the site. The Customer Profile transaction is created automatically when the customer is created so this issue does not exist at the customer level.
The ‘Profile Class’ is usually created when the 'Site Use' is created (Bill To or Ship To) and cannot be added to an existing Customer or Site using the Wizard.
The following ‘Profile Amount’ columns are not available in R11. They are only available in R12 across the Customer Account and Customer Account Site:
Customer Account
Customer Account Site Use
Charge Rate Type
Site Use Charge Rate Type
Interest Charge Type
Site Use Interest Charge Type
Interest Charge Amt
Site Use Interest Charge Amt
Interest Charge Sch
Site Use Interest Charge Sch
Penalty Charge Type
Site Use Penalty Charge Type
Penalty Charge Rate
Site Use Penalty Charge Rate
Penalty Charge Amt
Site Use Penalty Charge Amt
Penalty Charge Sch
Site Use Penalty Charge Sch
Min Inv Overdue Type
Site Use Min Inv Overdue Type
Min Inv Overdue Per
Site Use Min Inv Overdue Per
Min Cust Overdue Type
Site Use Min Cust Overdue Type
Min Cust Overdue Per
Site Use Min Cust Overdue Per
Min Late Charge
Site Use Min Late Charge
Columns in the Profile Amount and Site Use Profile Amounts sections that reference a type, need to have the corresponding ‘Type’ column populated – for example:
If ‘Interest Charge Type’ of ‘Fixed Amount’ has been selected, the dependent column is ‘Site Use Interest Charge Amt’.
If ‘Interest Charge Type’ of ‘Fixed Rate’ has been selected, the dependent column is ‘Site Use Interest Charge Rate’.
If you need to update the ‘Type’ from Amount to Rate for example, you also need to populate the corresponding Rate field and clear the corresponding amount column. You can only clear this column by entering [BLANK], or the value is not updated and there is a conflict which will return an error.
Before Changes
Updated with Fixed Rate for the first Currency and clearing the Amt
