Relation between party and customer

[stalinvstalin@gmail.com]

HI,

Can any body tell me what is relation between party and customer.

I found a lot of documentation but still confusing.

the problem we are facing is in CRM module when quotation is creted for the existing customer by selecting customer system is creating some duplicate sites bill to ship to in receivables.

We are facing so many problems like (sites increased for the customer,statement spliting for different bill to sites)

Regards,
Stalin

[ata_rehman70]

Differentiates between a Party and Customer

In AR (Account receivables ) or TCA ( Trading community architecture ) , we usually comes across two common terms, party and customer. though both link each other still there are always confusion, Below is the difference between party and customer , hope this will be helpful

Points differentiates a Party and Customer which is as follows

Party

a) Prospective Customer and more relevant for CRM Purposes
b) No Business Transactions involved (Sales Order, Sales Invoice, Debit Memo, Credit Memo, Receipt etc.,)
c) A Party does not have account but have Sites
d) A Party can exist without Customer Record
e) A Party Record will not have record in following tables

HZ_CUST_ACCOUNTS
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_SITE_USES_ALL
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL

Customer

a) A Customer which is used both in CRM as well as in OM,Financials or any other module.Example (A Sales Order in OM or Invoice in Receivables cannot be created without creating a Customer record for the Party).
b) A Business Transaction like a Sales Order, Invoice,Debit Memo,Credit Memo,Receipt can be created.
c) A Customer will have account and as well as Sites.
d) A Party record is must to create a Customer Record linked through party_id.
e) A Customer Record will have records in following tables

HZ_CUST_ACCOUNTS
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_SITE_USES_ALL
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL

with reference to party_id column.

Run the Party and Customer Diagnostic Report to know more about the table information.

Important Note:

For Example Party

[naveenravella]

Thank you for your information.

Its great help.

Even I dont know about this difference.

Thank you very much.

[anu_uma]

Hi,

What is the relationship between the quotations in CRM and Receivables module?

Is it required to create a site in AR?

Can you please explain the flow of it?

Regards,