Customer Profile Amounts/Site Use Profile Amounts
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:
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Customer Account
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Customer Account Site Use
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Charge Rate Type
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Site Use Charge Rate Type
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Interest Charge Type
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Site Use Interest Charge Type
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Interest Charge Amt
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Site Use Interest Charge Amt
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Interest Charge Sch
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Site Use Interest Charge Sch
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Penalty Charge Type
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Site Use Penalty Charge Type
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Penalty Charge Rate
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Site Use Penalty Charge Rate
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Penalty Charge Amt
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Site Use Penalty Charge Amt
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Penalty Charge Sch
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Site Use Penalty Charge Sch
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Min Inv Overdue Type
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Site Use Min Inv Overdue Type
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Min Inv Overdue Per
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Site Use Min Inv Overdue Per
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Min Cust Overdue Type
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Site Use Min Cust Overdue Type
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Min Cust Overdue Per
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Site Use Min Cust Overdue Per
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Min Late Charge
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Site Use Min Late Charge
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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
